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Quoting Software with Forecasting (2026)

Last updated: April 2026

Key features of Quoting Software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Pricing and Cost Calculations: Reviewers value customizable pricing options, quick price determination, and the ability to build and manage BOMs for accurate pricing. 97% of reviewers rated this feature as important or highly important.
  • Quotes/Estimates: Users highlight the ease of creating professional, customizable quotes that can be quickly generated, revised, and converted to invoices. 96% of reviewers rated this feature as important or highly important.
  • Proposal Generation: Reviewers appreciate the ability to create detailed, branded proposals with customizable templates, enhancing communication and efficiency. 96% of reviewers rated this feature as important or highly important.
  • Billing & Invoicing: Users find invoicing tools user-friendly, highlighting automated reminders, integration with payment processors, and detailed, professional invoices. 95% of reviewers rated this feature as important or highly important.
  • Electronic Signature: Reviewers emphasize the convenience of obtaining signatures quickly, streamlining contract approvals and enhancing the overall sales process. 93% of reviewers rated this feature as important or highly important.
  • Pricing Management: Users appreciate features for accurate, up-to-date pricing from multiple suppliers and customizable pricing displays to ensure precise quotes. 91% of reviewers rated this feature as important or highly important.
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94 software options

Xero logo
Category Leaders

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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PandaDoc logo
Category Leaders

Cloud-based tool for creating, editing and signing documents

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Accelerate deals by simplifying the process to generate, negotiate, and eSign professional quotes. PandaDoc adds powerful CPQ functionality to every leading CRM Software.

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Odoo  logo

All-in-one open-source business software

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From creating quote templates, contracts from scratch, and recurring invoices to receive faster payments with Odoo's built-in quote tools.

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Keap logo

An all-in-one CRM, sales and marketing automation solution

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Keap lets users create custom quotes and orders directly from emails, and auto-converts accepted quotes into orders and notifies the sales rep

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Bitrix24 logo

All in one business management workspace

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Bitrix24 #1 FREE CRM with built in quotes and invoices. 12 million clients worldwide.

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JobBOSS² logo

Job shop system for manufacturing workflows

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JobBOSS² is a job shop management software designed specifically for custom metal manufacturing businesses. It streamlines operations through integrated scheduling, inventory tracking, and job costing features that help manufacturers optimize workflows. The system includes AI-based tools, such as BOM Builder, quality management capabilities, and real-time analytics that enable businesses to monitor production efficiency and profitability.

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Scoro logo
Category Leaders

Manage projects, resources, and finances in a single system

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Standardize quoting and budgeting to secure profit. Simultaneously build proposals for clients and estimate delivery costs. Track estimated vs actual results to ensure you deliver projects on time and within budget.

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Proposify logo

Cloud-based proposal management tool for sales teams.

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Revolutionize quoting with Proposify: quick, accurate, and straightforward. Generate detailed quotes with standardized pricing and automated approvals. CRM integration streamlines processes, turning quotes into sales faster.

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QuoteWerks logo
Category Leaders

Quoting & Proposal CPQ Solution Integrating w/ Your Systems

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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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Fergus logo

Job management software for trades and service businesses

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Fergus is a cloud-based job management solution for trades and service-based businesses, which takes care of all your quoting, invoicing, timesheets, scheduling, reporting, and more and neatly organises it inside a job.

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FreeAgent logo

FreeAgent has been voted the UK's #1 accounting software.

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FreeAgent’s award-winning online accounting software is designed specifically for small businesses and freelancers. Over 100,000 customers use FreeAgent to keep their business admin on track.

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Sage 100 logo

Enterprise resource planning software

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Sage 100 is a customizable business management solution that helps businesses automate financials, operations, and payroll, providing complete visibility into the operations. Sage 100 grows with the business, allowing teams to scale and meet specific needs as a small or medium-sized enterprise.

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OnePageCRM logo

#1 Action-Focused CRM Software for Small Business

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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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A1 Tracker logo

Enterprise risk management software

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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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Megaventory logo

Cloud Order, Inventory and Manufacturing Management Software

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Megaventory is an inventory management web app with the ability to prepare sales quotes for clients - add taxes and discounts, generate layouts and create orders from quotes. User-friendly interface, comprehensive support and value for investment.

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Planview AdaptiveWork logo

Enterprise Work and Project Portfolio Management Solution

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Planview Clarizen is an award-winning enterprise work management solution for project portfolio management (PPM) and professional services delivery teams.

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vtenext logo

The easy all-in-one CRM for process automation

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Attract, contact, close deals and increase customer loyalty in an easy, efficient and automated way with vtenext, the all-in-one open source CRM to design and optimize your marketing, sales, post-sales and customer service activities.

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Tradogram logo

Control Spend & Lower Costs

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Negotiate with suppliers & complete the entire purchasing process on a single platform. Get your FREE account now!

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partnertribe logo

Cloud-based Sales CRM solution

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partnertribe is a cloud-based platform that helps users optimize their sales processes. It is a tool that helps with managing sales transactions and optimizing sales negotiations. The software helps users access documents, receive digitally signed acceptance contracts from customers, and create HTML forms to insert in landing pages.

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Joblogic logo

Field service management solution

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Joblogic is a cloud-based field service management solution which allows businesses to connect back office, mobile workforce and customers together in one system. It enables stakeholders to manage jobs, quotes, invoices, purchases and much more in one system.

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Salesforce Revenue Cloud logo
Category Leaders

Configure price quote solution native to Salesforce

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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

Read more about Salesforce Revenue Cloud

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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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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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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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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

Read more about HAL ERP

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