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Top Rated Quoting Software with Document management - Page 5

Last updated: June 2026

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199 software options

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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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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Planview ChangePoint logo

Professional services automation software for PSOs and ESOs

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Planview Changepoint is an end-to-end professional services automation solution for services-first businesses to streamline quote-to-cash and drive profitability.

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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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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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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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Inoscope logo

Estimating software for project quote drafts

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Inoscope helps builders and repair teams create faster, clearer quotes from photos, plans, notes, invoices and job files, with scope and pricing kept together.

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Invoicer logo

Invoicing and billing software for freelancers

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Invoicer is a French quoting and invoicing platform for auto-entrepreneurs and freelancers. Generate branded quotes in minutes, convert accepted quotes into invoices in one click, and collect deposits via integrated Stripe card payments. URSSAF declaration and bank reconciliation included.

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AirQuote logo

AI-powered invoicing and job management for tradespeople

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AirQuote is an AI-powered quote and invoice generator designed for tradespeople including plumbers, electricians, builders, and contractors. The software allows users to describe jobs in plain English, after which the AI automatically generates line items, materials, and labor costs. It converts accepted quotes to tax invoices, tracks outstanding and paid invoices, and produces professional PDF documents with itemized breakdowns of materials and labor.

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TimO logo

The modular Project-ERP Business Suite

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Digitize your processes from time tracking and resource planning to invoicing – flexible, secure, and 100% made in Germany.

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Qwoty logo

AI-powered quote to cash platform

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Qwoty is an AI-powered CPQ that lets B2B sales teams generate accurate, ready-to-sign quotes directly from their CRM. Paste a client email — the AI extracts the request, selects products, applies pricing rules, and builds the quote. Full quote-to-cash: CPQ, e-sign, dealroom, order management.

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ApModulus logo

Quote fast, sell faster!

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ApModulus is a multiplatform web solution to generate quotes fast and easy in any device and any place. You can follow up timely with your prospects so your sales fire up.

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QOIPR logo

"Qoipr: Automate, Integrate, and Accelerate Your Growth"

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QOIPR is an all-in-one business solution designed to help streamline best practice workflows across sales, marketing, eCommerce, purchasing, logistics, and finance. Developed by small business experts, QOIPR helps growing companies and startups boost revenues, reduce operational costs, and enhance employee engagement and productivity.

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WorkRails logo

Professional services automation platform

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WorkRails helps businesses streamline operations across sales, professional services, and their clients. The platform normalizes service offerings, adds governance, and collects insights.

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Sculptor CPQ logo

All-in-one CPQ solution for Salesforce Lightning

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Sculptor CPQ is an intuitive all-in-one CPQ solution for Salesforce Lightning. No coding skills required to set up pricing rules and create bundles. Everything is built to simplify a sales rep work without intensive learning of Sculptor interface.

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QLM Distributor Quoting logo

Cloud-based quoting solution for value-added distributors.

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QLM Distributor Quoting is a cloud-based system for managing quotes designed specifically for companies in the specialty and value-added distribution market.

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DynamicsPrint logo

ERP solution for printing and packaging.

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DynamicsPrint® simplifies Quoting with automated pricing for materials, labor, and overhead. Create accurate, consistent quotes quickly using customizable templates, ensuring competitive pricing and faster turnaround, all integrated within a unified ERP system.

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seProposals logo

Proposal & quoting platform with deep CRM integration

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Complex quotes made easy. Highly customized to your specific needs. Deep integration into CRM ensures all quote data is captured while reducing data-entry.

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Karanext logo

Karanext, a French ERP platform designed for service firms.

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Karanext is a complete suite in SaaS mode - ERP, CRM & HR - designed for SMEs that want to improve the management of their business. Our solution is particularly suitable for service companies such as consulting firms or engineering.

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FieldGroove logo

Field service management solution for contractors

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FieldGroove is a contractor and field service management solution for businesses in industries such as roofing, flooring, drywall, insulation, and more. With FieldGroove, contractors can calculate cost estimates, manage job schedules, track vital assets, and deliver automatic digital invoices.

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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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UXBI logo

Software UXBI ERP-CRM

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Intuitive and easy to use mobile application. Control your quotes, orders and follow-up to your customers

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BlinQ logo

Quoting platform for window furnishing businesses

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Blinq is a cloud-based quoting management platform that helps window furnishing businesses create quotes and manage leads, suppliers, purchase orders & more. It enables users to generate on-site quotes with details including customer information, product type, approval status, and pricing breakdown.

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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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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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