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Quoting Software with Document Storage (2026) - Page 5

Last updated: April 2026

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135 software options

MyHealthily logo

A simple platform to quote, enroll, & manage group benefits

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MyHealthily launched the ridiculously simple all-in-one workflow solution for small group benefits. Ensuring a profitable business line for agents and brokers. The platform enables managers to quote, enroll, service, and renew small group healthcare and ancillary profitably and efficiently.

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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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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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Verified logo

Web-based visitor, contractor and risk management platform

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Verified is a web-based solution that provides real-time data and insight for visitor, contractor, and safety management. It provides real-time data insight for visitor, contractor, and safety management across multiple sites.

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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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Vendori logo

Cloud-based configure, price, and quote (CPQ) software

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Vendori is a cloud-based configure, price, and quote (CPQ) software that helps businesses manage complex deal structuring and streamline sales processes.

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quotadoo logo

Quoting software with catalog creation

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quotadoo is a cloud-based quoting software designed to help businesses generate detailed and personalized quotes that can be stored in the cloud and shared with customers. It lets teams automatically save quotes in PDF format that is ready to be printed, stored, and shared with customers via email.

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ServiceDeck logo

All-in-one Solution for All Field Service Management needs!

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ServiceDeck is an ultimate field management service software that integrates the success of your business, the workload of field workers, and the needs of your customers. Powered by a vast number of features, ServiceDeck empowers your management and on-site teams for higher efficiency and success.

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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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Benelinx logo

Cloud-based agency management software

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Benelinx is a cloud-based agency management software for employee benefits insurance that helps automate data entry, analyze data-driven insights, and access a centralized database. It lets staff members create proposals, generate quotes, and track commissions from a unified platform.

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Blue Note Systems logo

CRM software to manage leads, sales, quotes & campaigns

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Blue note systems, based on SugarCRM, is a cloud-based customer relationship management (CRM) software designed to help businesses handle the entire sales cycle, from prospecting to providing customer service. Features include multi-channel marketing, lead nurturing, real-time analytics, and more.

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CAS Merlin CPQ logo

CPQ and AIA solution for empowered sales teams

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Reach the next level of agile, efficient sales with our CPQ + AIA software solution. Whether it's digital sales processes, custom-fit and customer-centric quoting, or guided selling with the help of smart CPQ assistants.

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Smart Part Number Quoter logo

Cloud-based quoting platform

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Partfiniti is a cloud-based quoting platform, which helps businesses automate the creation of quotes and generate part numbers and pricing for various product configurations. Professionals can list price, contract price, quantity discounts, compensations, and several other factors while selecting a suitable price for a specific quote.

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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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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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Corenio logo

"Corenio: Streamlining SME Operations Effortlessly"

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Elevate your SME with Corenio: A comprehensive suite for seamless order, inventory, and shipping management. Optimize operations, boost efficiency, and drive growth. Discover the power of integration and scalability. Transform your business with Corenio today!

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SeoToaster CRM logo
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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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Zomentum Grow logo
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Reinvent the way you Consult, Quote, and Close

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Zomentum Grow Quoting Module helps Partners build professional and error-free quotes. Customize your quoting template to add a personalized touch. Put detailed product information on all your quotes with the Etilize product catalog. Source real-time inventory and pricing from vendors directly.

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Flexbilling logo
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Salesforce Addon Flexbilling with CPQ and billing functions

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Flex billing is a Salesforce addon that provides users with CPQ and billing functions. The software solution is 100% based on Salesforce and easy to setup.

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Geo Rep logo
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Field Sales Representative Management

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The Geo Rep app enables sales reps to quote customers out in the field via the app and share those quotes with the customer instantly. Quote using up-to-date price lists, include custom discounts and enable the customers to confirm and sign in the field via the app.

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Jigawatt logo
(0)

Solar CRM

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Jigawatt is a sales and management solution for solar companies.

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PSQuote logo
(0)

Professional Services Quoting for Salesforce and PSA

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PSQuote is a cloud-based services quoting software for PSA and Salesforce that was specifically built for sales teams to be able to quote services based exactly on how they deliver. Create Professional Services Quotes in Salesforce from an Opportunity using discounts, resource roles, delivery schedules, rate cards, support for contractors, packaged offerings, and more.

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Knowify Base logo
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Stay in control of your construction jobs with Knowify Base

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Knowify Base keeps your business organized. Generate and send proposals, manage contracts, and send invoices, all for just $48/month.

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Dailybiz logo
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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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