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Top Rated Quoting Software with Email management

Last updated: October 2026

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130 software options

Xero logo

Cloud-based accounting software for small businesses

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Create and send quotes in minutes using the contact, inventory and pricing information you’ve set up in Xero. You can also use your smartphone to send quotes on the spot, from wherever you are.

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Jobber logo

Tool that manages quotes, schedules, invoices and tasks

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Join over 250,000 home service pros using Jobber. We make it easy to schedule appointments, quote, invoice, and get paid faster. Organize your field service business and impress your clients - get started today.

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Fieldd logo

Service your city faster.

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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OnePageCRM logo

#1 Action-Focused CRM Software for Small Business

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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Abby logo

Billing and invoicing platform

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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Quotient logo

Online Quoting and Proposal Software

Quotient is a full quoting system with the ability to create quotes, view quote activity on a dashboard, get email notifications, track views & opens, and more.

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PayPal Invoicing logo

Free online invoice creation and sending

PayPal Invoicing is a free solution for creating and sending online invoices within a PayPal Business account. The tool allows users to create custom-branded invoice templates, populate billing details, track payments, view billing histories, schedule invoices, accept partial payments, and more.

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Jenesis Software logo

Insurance agency management solution

Jenesis Software is an insurance agency management solution that helps independent agencies reach out to potential prospects, manage clients, and improve relationships with policyholders. Key features include document management, cancellation tracking, renewal management, and marketing automation.

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Housecall Pro logo

Field service management application for businesses

Housecall Pro is a field service management solution designed to streamline operations and drive growth for home service businesses. The platform offers a comprehensive suite of features to help professionals in various industries, including HVAC, plumbing, electrical, general contracting, handyman services, home cleaning, and more.

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A1 Tracker logo

Enterprise Risk Management Software - Cloud or On-Premise

A1 Tracker is a risk management platform designed to help businesses of all sizes manage & mitigate risks across contracts, migrations, insurance, assets & claims. A1 Tracker enables users to track, report & manage trends, reducing risks on claims for insurance premiums, product liabilities, & more.

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Tradify logo

Powerful job management platform & app for small businesses

Tradify's powerful toolset including quoting and estimating is trusted by thousands of tradespeople and contractors.

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DocFlite logo

Quote and Proposal Management Software for Teams

Create simple or complex quotations. Add tax, overrides, exemptions to you costings. Choose what level of detail your customer sees. Create a user hierarchy and segregate data for sub-teams. Use the approval workflow to approve critical documents from team members.

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Anchor logo

Streamlines billing for effortless payments

Easily create and send quote & proposals that can be reviewed and signed from any device. Just choose a service from your service library, outline your terms, and send it to your client to sign digitally.

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WBudget logo

Cloud-based sales proposal management solution

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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shopVOX logo

Web-based manufacturing solution for custom fabricators

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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JobNimbus logo

Be more professional, profitable, efficient, and organized.

JobNimbus is a contractor software platform that customizes to your business and grows with it. With full visibility of all your jobs and their stages, our platform makes it simple to control your workflow. You can manage your processes and keep every aspect of your business running!

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QuoteWerks logo

Quoting & Proposal CPQ Solution Integrating w/ Your Systems

QuoteWerks CPQ automates the sales process creating Quotes and Proposals integrating with CRM and Accounting Solutions. Know when quotes are viewed & e-Signed

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DealHub logo

Agentic Quote-to-Revenue platform for enterprises

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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Initiative CRM logo

CRM for B2B companies

Initiative CRM is a CRM for B2B that includes shared agenda, opportunity tracking, quotes, invoices, complaints in one tool.

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Fergus logo

Job management software for trades and service businesses

Fergus is the all-in-one job management software for trade businesses, offering everything you need when you're out on the tools.

Track time and materials, manage jobs, and keep your crew connected to the office for a smooth, efficient workday.

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Quoter logo

Sales enablement for technology service providers.

Quoter is a modern, cloud-based quoting platform that helps technology service providers sell more and get paid faster. Created by the original developers that built IT Glue, Quoter is lightning fast, friendly to use, and designed to get more people quoting.

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Payaca logo

CRM and field service for clean tech install businesses

CRM, project management and field service in one system for solar, heat pump, battery and EV charger install businesses. Quote, permit, schedule crews, track costs and get paid.

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TopBuilder logo

CRM+BI for the contruction industry.

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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INFast logo

For entrepreneurs who manage their own invoicing

INFast is a cloud-based software designed to help businesses generate invoices, create financial documents and streamline other accounting processes.

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FieldPulse logo

Cloud-based field service management software

A good quote or estimate helps you win more business. FieldPulse makes it easy to generate clean, professional quotes that satisfy customers and help you preserve margins on each and every job. Watch out for software that makes estimates difficult. The easy choice is FieldPulse.

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