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Quoting Software with Customizable Forms (2026) - Page 3

Last updated: April 2026

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62 software options

Verified logo

Web-based visitor, contractor and risk management platform

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Verified is a web-based solution that provides real-time data and insight for visitor, contractor, and safety management. It provides real-time data insight for visitor, contractor, and safety management across multiple sites.

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AGENCYMATE logo

Agency management solution for insurance agencies

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AGENCYMATE is an agency management solution for insurance agencies to streamline the management of leads and nurturing prospects. It offers an audit trail that helps users analyze the agency's productivity and access a record of truth across the customer interactions history.

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Benelinx logo

Cloud-based agency management software

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Benelinx is a cloud-based agency management software for employee benefits insurance that helps automate data entry, analyze data-driven insights, and access a centralized database. It lets staff members create proposals, generate quotes, and track commissions from a unified platform.

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WorkBuddy logo

Field management software for trade and service businesses

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WorkBuddy is a simple cloud-based job management platform for medium to large Australian trade, multi-trade and field service businesses to better manage jobs and field workers.

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ServiceDeck logo

All-in-one Solution for All Field Service Management needs!

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ServiceDeck is an ultimate field management service software that integrates the success of your business, the workload of field workers, and the needs of your customers. Powered by a vast number of features, ServiceDeck empowers your management and on-site teams for higher efficiency and success.

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CAS Merlin CPQ logo

CPQ and AIA solution for empowered sales teams

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Reach the next level of agile, efficient sales with our CPQ + AIA software solution. Whether it's digital sales processes, custom-fit and customer-centric quoting, or guided selling with the help of smart CPQ assistants.

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SeoToaster CRM logo
(0)

Cloud CRM & sales automation software

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SeoToaster CRM is a cloud CRM & sales automation software which enables enterprises to launch campaigns, get insights into prospects and customers, and manage & market to leads with email tracking and leads nurturing automation, social marketing tools, a landing page builder, and more

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Project 2 Payment logo
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Simplified Invoicing, Payments, and Scheduling for Pros.

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Project 2 Payment makes quoting easy for home service pros. Create and send detailed, professional quotes in minutes, whether on-site or in the office. Once approved, convert quotes into scheduled work or invoices. With real-time updates and digital approvals, you close jobs faster and stress-free.

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Knowify Base logo
(0)

Stay in control of your construction jobs with Knowify Base

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Knowify Base keeps your business organized. Generate and send proposals, manage contracts, and send invoices, all for just $48/month.

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Commusoft Sales logo
(0)

Sales tracking and quoting software

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Commusoft Sales is a sales tracking solution that helps businesses convert more opportunities into high-margin jobs effortlessly with customer relationship management, proposal builder, and sales financials to provide clarity.

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WorkGuru logo
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Job Costing Done Right

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WorkGuru is an all-in-one job management and costing platform for the fabrication, construction, and engineering industry.

WorkGuru brings together every element of job management and costing into a simple, yet powerful platform to keep your projects on track, and profit in your pocked.

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WrightPlan logo
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Industrial services and heavy lift management software

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WrightPlan fleet management software optimizes operations, reduces costs, and enhances safety with real-time data and analytics.

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