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Quoting Software with Customizable Templates (2026) - Page 5

Last updated: April 2026

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166 software options

Jamio openwork logo

Workflow Managment, Nocode, Development Platform, Cloud.

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Jamio is a no-code business process management platform designed to create cloud applications. The applications created on Jamio openwork platform helps companies drive digital transformation. It can automate and simplify company procedures, manage documents , offer collaboration tools and much more

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Tacton CPQ logo

Tacton Trusted Configuration. Sales Made Simple for Complex

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With Tacton CPQ, B2B manufacturers can sell highly individualized products as if they were standard. With needs-based configuration, instant pricing, 3D visualization and automatic CAD files, your sales reps can define, price and order custom products without sales support.

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AI Docs logo

Create, Execute, and Manage Contracts with Ease

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AI Docs is cloud-based software that helps small and midsized companies win more deals by creating and managing personalized sales documents such as Proposals, Financial Justifications (ROI's), and Sales Agreements.

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Saleoid logo

Best CRM Software for leads, sales, marketing & billing

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Saleoid is the Best CRM Software for startups, agencies & SMBs an all-in-one platform to generate leads, manage sales, run marketing, and handle billing in one connected system. Starts at $5/month (2-year plan).

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EASA logo

Convert macro/VBA enabled spreadsheets into secure web apps

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Converts existing, complex macro/VBA enabled Excel spreadsheets into secure and remotely browser accessible web apps (including from mobile devices) eliminating Excel chaos. Operates on-prem or cloud

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LEEGOO BUILDER logo

Efficient proposal preparation for complex products

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The CPQ software LEEGOO BUILDER supports you in product configuration, calculation and proposal preparation. The flexibly adaptable standard software is primarily designed to meet the requirements of mechanical engineering, special machinery and plant engineering.

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PriceTable logo

Cloud-based landscaping and scheduling software

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PriceTable is a cloud-based landscaping and scheduling software that helps businesses monitor customer loyalty and revenue programs on a unified platform.

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MultiRoute  logo

Sales management for fields sales teams

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MultiRoute equips your mobile sales force with the ability to quote, invoice, make deposit and much more, all from your mobile device. Industries/Application: Customer facing companies like Wholesalers, Distribution, Transportation and Logistics with field sales teams.

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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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Merkato logo

CPQ suite of applications to manage sales force automation

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Merkato is a sales configurator suite designed to help businesses automate processes related to quote generation, e-commerce management, & upselling. Users can create documents including parts lists, order confirmations, payment terms, or delivery instructions, based on financial calculations.

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netLex logo

Simple and secure agreements

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netLex is an end-to-end platform used by leading companies to manage their contracts’ lifecycle. Gain +240% productivity by automating document creation and configuring intelligent workflows, as well as extracting data for management and intelligence panels.

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GleanQuote logo

Sales proposal and quote software with E-sign

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GleanQuote is a cloud-based sales quote and proposal automation platform designed to help teams with configuration, pricing and proposal generation challenges.

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SAE CPQ logo

CPQ Software - sell complex products with ease

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With our CPQ software, configure, price and calculate your complex products in the simplest possible way and optimize your sales!

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Quoteplicity logo

Quoting Software For Licensed Life Insurance Agents

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Quoteplicity is a white-labeled quoting software designed to help insurance agents manage daily operations on a centralized interface. The platform offers an insurance quoter that allows agents to quote top-rated carriers or select their preferred providers. It empowers agents to curate a diverse portfolio of insurance products tailored to meet the unique needs of their clients.

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Cincom CPQ logo

CPQ solution for manufacturers of complex products

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Cincom CPQ provides secure, role-based access to quoting capabilities for authorized dealers, distributors or independent reps.

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Salesforce CPQ & Billing logo

Next generation Configure Price Quote (CPQ) apps

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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, all without leaving Salesforce

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Pipe App logo

Software for assigning, tracking, and managing tasks

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Easily assign tasks to your teams and obtain feedback in real-time. Share information on any connected device. Keep a complete history and backup of all documents and data collected by your teams. Reduce time spent on duplicating paperwork.

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StockIt logo

Software for growing business

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StockIt integrates the different areas of your business in an online system, from purchase order management, account statement, inventory management, project management, to billing.

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BuildM8 logo

Your Projects All-In-One

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BuildM8 targets contractors and businesses that sell products/services, helping them move from Spreadsheets to streamline quoting, customer engagement, project management and cost control.

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Vendavo Intelligent CPQ logo

Vendavo® CPQ Cloud is at the Heart of Commercial Excellence

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Helps B2B organizations coordinate, control, and streamline their quote-to-cash processes by making sure sales reps have the right combinations of products & pricing for every situation. Enterprises can now increase sales productivity and win rates while delivering an improved customer experience.

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KonstructIQ logo

Streamline and drive financial performance of your projects

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KonstructIQ is an all-in-one financial management tool for construction projects that streamlines estimates, budgets, invoices, bills, payments, and change orders. It enhances efficiency by automating key tasks, providing real-time budget tracking, and facilitating seamless collaboration between contractors and subcontractors.

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SCOPE Better logo

Cloud-based CPQ platform

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SCOPE Better is a cloud-based CPQ platform designed for Professional Services businesses. Collaboration and approval are facilitated through the platform, allowing the right people to come together and work on scopes of work seamlessly. With version control and approval workflows, unnecessary complexity and errors are reduced, saving time, streamlining workflows, and enabling faster deal closure.

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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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GoBuild360 logo

e-Commerce Solutions for Construction Material Suppliers

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GoBuild360: The Ultimate e-Commerce Solution Tailored for the Construction Industry

Transform your construction materials supply business with GoBuild360, the cutting-edge, cloud-based, composable, fully customizable e-Commerce platform specifically created for the construction industry.

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RanFab logo

Manufacturing software made easy!

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Idronic is software specifically built for metal fabricators and contract cutters that lets you build professional quotes from CAD files like DXF and DWG.

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