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Quoting Software with Customizable Reports (2026) - Page 3

Last updated: April 2026

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125 software options

TakeOff Estimates and Reports 4.0 logo

CRM software for freelancers and businesses

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TakeOff is a customer relationship management (CRM) software designed to help freelancers and businesses handle reports, estimates, budgets, travel accounting, proposals, goals, and more on a unified platform. Administrators can create quotes using existing cards and monitor opportunities.

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DealHub logo

Agentic Quote-to-Revenue platform for enterprises

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Are lengthy quote times eroding buyer interest? Reduce time-to-quote with DealHub’s award-winning quoting software for midsize & enterprise companies.
Native integration with your CRM (Microsoft Dynamics, Salesforce, HubSpot, SugarCRM, and Freshworks).

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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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Dailybiz logo

The management software for VSEs & SMEs

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Dailybiz is a SaaS software that optimizes business management thanks to complete functional coverage: sales, purchases, CRM, accounting, business management and taxation. Flexible & customizable solutions according to the problems of each company.

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SeoToaster CRM logo

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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Fieldd logo

Service your city faster.

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Fieldd is a cloud-based field service management software that uses AI (artificial intelligence) technology to help manage tasks, scheduling, dispatch, conversion tracking, online bookings, POS (point of sale), CRM (customer relationship management), 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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Big Red Cloud logo

Accounts Made Simple

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Cloud accounting software for small businesses. It offers secure and easy setup, along with training, telephone and chat support. Features include VAT reports, invoicing, purchase tracking, cash book, bank feed, analytics, and more.

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SpreadOffice logo

Cloud-based business management tool

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SpreadOffice is a cloud-based business management tool that assists with the creation of accounting forms such as purchase orders, and invoices. Users can generate reports and customize estimates and invoices according to the organization's format.

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Abby logo

Billing and invoicing platform

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Abby helps businesses ensure that customer documents are legal and comply with the rules. Customers can pay online and receive reminders for late payments.

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mHelpDesk logo

Cloud-based field service management software

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mHelpDesk is a cloud and mobile-based field service management software that assists with job tracking and invoicing. Users can access customer information from any device. Key features include quoting, scheduling, job tracking, billing and invoicing, electronic payments, QuickBooks integration, and more.

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Nue logo

Cloud-based revenue lifecycle management solution

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Nue is a Quote-to-Revenue Lifecycle Platform that enables B2B firms to unify their sales, RevOps, and billing without leaving Salesforce.

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EBMS logo

ERP Software to manage sales, inventory, labor, & financials

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We make business growth easier by putting ERP software to work. EBMS allows you to effortlessly manage all of your operations in one place—connecting business financials to labor management, inventory control, sales and everything in between.

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Proposify logo

Cloud-based proposal management tool for sales teams.

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Revolutionize quoting with Proposify: quick, accurate, and straightforward. Generate detailed quotes with standardized pricing and automated approvals. CRM integration streamlines processes, turning quotes into sales faster.

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WBudget logo

Cloud-based sales proposal management solution

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WBudget is a complete web-based proposal management platform that helps companies to save time and avoid rework. An average WBudget user creates and submits a fully professional proposal in less than 5 minutes and can remotely track its approval and closure.

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Scoro logo

Manage projects, resources, and finances in a single system

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Standardize quoting and budgeting to secure profit. Simultaneously build proposals for clients and estimate delivery costs. Track estimated vs actual results to ensure you deliver projects on time and within budget.

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ServiceM8 logo

We're for small business

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Field staff can use ServiceM8 to create professional quotes & invoices while on site that can be printed, emailed, sent by SMS, or even posted to clients.

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1CRM logo

Doing Business, Better

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1CRM lets you create custom quotes & invoices, with support for multiple layouts and tax rates, group & line item discounts, quote approval workflow, & more.

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Gripp logo

Business software for agencies and services providers.

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Gripp is a softwarecompany that aims on agencies and business service providers. With over 2000+ customers and about 14.000 daily users we help our customers everyday with the optimzation of business processes by providing quality all-in-one software.

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WrightPlan logo

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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OnePageCRM logo

#1 Action-Focused CRM Software for Small Business

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OnePageCRM is a simple CRM with a unique action-focused approach to contact and sales management. You can use this software to add tasks/reminders next to every contact and receive automatic notifications when the task is due. This helps you grow your business every day step by step.

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shopVOX logo

Web-based manufacturing solution for custom fabricators

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shopVOX is a cloud-based custom manufacturing solution with features for sales lead management, quoting, business intelligence, employee management, and more

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SiS ERP Construccion logo

Spanish-language ERP for construction companies

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SiS ERP Construction - the true leader in comprehensive management ERP software specialized in the construction sector.

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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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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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