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Quoting Software with Customizable Templates (2026) - Page 3

Last updated: April 2026

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166 software options

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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MarketDirect StoreFront logo

eCommerce & web-to-print solution for digital workflows

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MarketDirect StoreFront is a web-to-print and eCommerce solution that helps businesses manage and configure websites that can be branded for a specific company, client, department or company with colors, products, and logos. The platform comes with product builder, smart stores, & more.

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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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Fluent logo

Document generation tool for creating contracts & proposals

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Fluent (formerly Windward Core) is a powerful document generation platform combining an MS Office designer plugin, a centralized template manager, and a best-in-class engine to automate your business’s frequently created documents.

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Involve.me logo

Create high-converting funnels that turn visitors into leads

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involve.me is a no-code lead generation funnel builder. It packs powerful tools for lead capture, lead routing, and lead scoring—helping you convert online visitors into qualified leads. Easily embed on your website or share with a simple URL.

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ShopXpert logo

A simple and powerful ERP Software for your Business

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A simple and powerful ERP Software for your Business, Job Shop, Fabrication, Service Shop and more.

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ConvertCalculator logo

Boost sales, reduce hassle - without code.

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Automate your quoting and sales process, save money on quoting and discover and capture valuable leads.

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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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Configure One Cloud logo

The World's Most Powerful CPQ Platform

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Configure One CPQ empowers companies to easily configure, price, quote, & sell complex products. Make Configure One the cornerstone of your digital transformation, win more business, and delight your customers.

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HAL ERP logo

Making ERPs formless & natural

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HBS is a unique business system designed to help businesses manage and automate their key operations - Procurement, Sales, Inventory, Finance, HR, Manufacturing, Production, Quality control, and Compliance.
In addition, the simplified reporting tool makes it easy to pull out infinite custom reports

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PROMYS logo

Cloud-based CRM, Help Desk, and PSA software.

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Quote templates, quote revisions, copy prior quotes, sub-total, bulk pricing, user defined 'roll-ups' categories, quote revisions update the forecast

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Qvidian logo

RFP response automation and proposal management software.

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With Qvidian, sales and proposal teams can collaborate effortlessly to quickly deliver polished and compliant proposals, presentations, and sales documents. Join the more than 1,000 companies and 200,000 users that count on Qvidian to meet deadlines, tame proposal content chaos, and win more deals.

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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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iQuoteXpress logo

For sales proposals & product and pricing configuration

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Building, sending, and tracking professional sales quotes is easier than ever with iQuoteXpress (IQX). A quoting tool that works standalone, or integrates into any CRM system, IQX makes quoting a breeze and reduces costs by as much as 70%. Starting at $39 a seat.

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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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DocketManager logo

Order and customer management solution for print shops

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DocketManager is a cloud-based order management solution that assists printing shops with managing orders, sales, and customers. Key features include accounting, workflow management, inventory tracking, purchase order creation, campaign management, payment processing, and reporting.

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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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DocSales logo

Sales automation platform for creating proposals & contracts

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DocSales is a sales automation software designed to help businesses create, edit, electronically sign, and share documents, proposals, quotes, and contracts with customers or prospects on a centralized platform.

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Trackfront logo

Estimating, proposal & project collaboration software

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Trackfront enables you to respond faster to new opportunities with a custom proposal. Trackfront has more of the robust features you need to handle your unique pricing requirements. Create detailed price quotes with multi-page proposal content, contract language and digital e-signature approvals.

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