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Quoting Software with Customer Database (2026) - Page 2

Last updated: April 2026

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87 software options

Dolibarr logo

Solutions for On-line businesses

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Create your quotes from predefined products or services. Generate orders or invoices from your quotes. Link your quotes to your projects, ...

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YourTradebase logo

Win more won, get paid faster. Made for trades.

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YourTradeBase lets you create & send customized, professional quotes, estimates, invoices & receipts. Attach files, automate calculations, and more.

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AroFlo logo

Trade business workflows, sorted.

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AroFlo is a full-featured job management solution for trade and service-based businesses. AroFlo helps trade professionals connect their field and office teams, win new jobs, simplify complex work, and get paid faster. For a better WorkLife, use AroFlo.

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WorkflowMax logo

Xero owned financial project management software for SMBs

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Impress your clients by sending reliable, customizable quotes in minutes. From quote to project tracking to invoicing - WorkflowMax offers complete visibility.

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Synchroteam logo
Category Leaders

Field service management software for mobile workforce

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Synchroteam is a cloud and mobile-based field service management (FSM) software designed for mobile workforce that assists with tracking, scheduling, dispatching, calendar and job management, invoicing, and mapping.

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GoComet logo

Automating and digitizing your logistics

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GoComet is the world’s leading Logistics Resource Management platform that makes it possible for companies to comprehensively transform the way that their supply chains operate, creating process resilience and driving double-digit cost savings.

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Joblogic logo

Field service management solution

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Joblogic is a cloud-based field service management solution which allows businesses to connect back office, mobile workforce and customers together in one system. It enables stakeholders to manage jobs, quotes, invoices, purchases and much more in one system.

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Salesforce Revenue Cloud logo
Category Leaders

Configure price quote solution native to Salesforce

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Salesforce CPQ is a configure price quote solution fully native to the Salesforce platform that delivers automated sales quoting with out-of-the-box capabilities like Guided Selling and Pricing & Discount Schedules, to save time while turning around accurate branded proposals

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OnPrintShop logo

#1 AI-Powered Web-to-Print Software

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Generate accurate print quotes instantly with OnPrintShop. Customize quote forms, manage multiple products, set expiry dates, and track quote status in real time to speed approvals, maintain pricing consistency, and close more orders efficiently.

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ResponsiBid logo

Home services management software

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ResponsiBid is a home services management software that helps businesses generate quotes, manage appointments, handle customer information, and more on a centralized platform. It allows customers to utilize the self-service portal and calendar tools to schedule services based on personal requirements and preferences.

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Simpro logo

Field service management software to streamline operations

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Simpro is a powerful field service management software solution that helps trade industries streamline operations to increase profits.

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Paperless Parts logo

Quoting and estimating software for manufacturers

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Paperless Parts is a cloud-based estimating and quoting software for manufacturing businesses that empowers job shops to make informed decisions. It integrates seamlessly with other systems, eliminating double data entry and errors. The AI tool, Wingman, extracts key details from quote packages, speeding up the quoting process.

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Sofon Guided Selling logo

Guided Selling Software

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Sofon helps sales employees to easily and quickly translate customer requirements into error-free professional proposals and quotations

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BidClips logo

Sales force automation and estimating platform

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BidClips is a sales and estimating software designed to help home service businesses capture qualified leads, create estimates, automatically follow-up, and process online payments.

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Initiative CRM logo

CRM for B2B companies

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Initiative CRM is a CRM for B2B that includes shared agenda, opportunity tracking, quotes, invoices, complaints in one tool.

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M1 ERP logo

Manufacturing enterprise resource planning (ERP) software

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M1 is a modular web-based manufacturing enterprise resource planning (ERP) software for job shops, make-to-order manufacturers and custom & mixed mode manufacturers. The system is designed to manage multiple business areas including production, engineering, scheduling, inventory, shipping, and more.

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Payaca logo

Simple, yet powerful, CRM solutions.

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A CRM solution for ambitious field service businesses. With a focus on simplicity and efficiency, we empower businesses to streamline operations, build strong customer relationships, and fuel growth. Developed by software experts, Payaca is designed for adaptability and continuous improvement.

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Tall Emu CRM logo

Sales and operations CRM for businesses in Australia and NZ

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Tall Emu CRM is an affordable, simple yet powerful CRM software that allows users to centralize & share data between employees with contacts, notes, calendars, tasks, and Inventory Manage. With many integrations: Xero, MYOB, your website, WooCommerce, phones, Outlook, marketing apps and much more.

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Expedite Commerce logo

Managing the Buying Journey with AI

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Expedite Commerce is a cloud-based platform for Revenue Operations and Revenue Management in sophisticated B2B companies. It offers quote-to-cash software solutions for CPQ, eCommerce, Recurring Billing, and more for Manufacturing, SaaS, IoT, XaaS, and Communications industries.

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OneBill logo

Lead to Revenue Redefined

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OneBill is a revenue management software that provides businesses with tools to streamline subscription management and billing processes. It enables to manage administrative operations, including automated order provisioning & activation, CPQ, revenue reporting, commission management, etc.

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TopBuilder logo

CRM+BI for the contruction industry.

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TopBuilder’s software equips business owners, sales & marketing leaders, and estimators with an essential platform that combines business development with the accounting, estimating and project management tools your team already uses, bringing all your data and documents into a single platform.

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Axonaut logo

All-in-one business management for small teams.

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Quickly create, customize, and send quotes. Track approvals and convert quotes to invoices in one click for a seamless sales process.

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Zigaflow logo

Make running & growing your business easier

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Zigaflow simplifies business management, offering automation, customization, and integration. Designed for diverse needs, it enhances efficiency, security, and growth across all operations.

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Orcatec logo

Cloud-based field service management software

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Orcatec is a cloud-based field service management software designed to help businesses handle and streamline various administrative processes, such as dispatching, employee management, and more. Supervisors can schedule appointments on a calendar and color-code them according to requirements.

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Fulcrum logo

Cloud-based manufacturing ERP, MRP & MES solution

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Fulcrum turns your complicated spreadsheets into an intuitive, dynamic process that’s repeatable and shareable across the organization.

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