getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Quoting Software with Price/Margin Management (2026)

Last updated: April 2026

Why is price/margin management important for quoting software users?

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

Price and margin management allows users to generate accurate pricing, set desired margin levels, and track profitability. It simplifies the calculation of totals, taxes, and discounts, enhancing financial control and decision-making. Of the 42 reviewers who rated price/margin management, 93% rated this feature as important or highly important.

Key features of quoting software based on insights from 939 verified reviews

  • 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.
1 filter applied

Features


Integrated with


Pricing model


Devices supported


Organization types


User rating


134 software options

Xero logo
Category Leaders

Cloud-based accounting software for small businesses

learn more
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.

Read more about Xero

Users also considered
PandaDoc logo
Category Leaders

Cloud-based tool for creating, editing and signing documents

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

Read more about PandaDoc

Users also considered
JobNimbus logo

Be more professional, profitable, efficient, and organized.

learn more
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!

Read more about JobNimbus

Users also considered
JobBOSS² logo

Job shop system for manufacturing workflows

learn more
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.

Read more about JobBOSS²

Users also considered
FieldPulse logo
Category Leaders

Cloud-based field service management software

learn more
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.

Read more about FieldPulse

Users also considered
ServiceM8 logo

We're for small business

learn more
Field staff can use ServiceM8 to create professional quotes & invoices while on site that can be printed, emailed, sent by SMS, or even posted to clients.

Read more about ServiceM8

Users also considered
Scoro logo
Category Leaders

Manage projects, resources, and finances in a single system

learn more
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.

Read more about Scoro

Users also considered
shopVOX logo
Category Leaders

Web-based manufacturing solution for custom fabricators

learn more
shopVOX is a cloud-based custom manufacturing solution with features for sales lead management, quoting, business intelligence, employee management, and more

Read more about shopVOX

Users also considered
Better Proposals logo
Category Leaders

Web-based sales proposal software to win business faster.

learn more
Better Proposals is a web based platform for creatives and service providing businesses to create professional, well-formatted sales proposals, with digital signatures, 3rd party integrations, and more. Know when proposals are opened, forwarded or downloaded in order to follow up at the right time.

Read more about Better Proposals

Users also considered
QuoteWerks logo
Category Leaders

Quoting & Proposal CPQ Solution Integrating w/ Your Systems

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

Read more about QuoteWerks

Users also considered
Quotient logo
Category Leaders

Online Quoting and Proposal Software

learn more
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.

Read more about Quotient

Users also considered
Fergus logo

Job management software for trades and service businesses

learn more
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.

Read more about Fergus

Users also considered
Megaventory logo

Cloud Order, Inventory and Manufacturing Management Software

learn more
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.

Read more about Megaventory

Users also considered
DealHub logo
Category Leaders

Agentic Quote-to-Revenue platform for enterprises

learn more
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).

Read more about DealHub

Users also considered
AutoQuotes logo

Configure, price & quote (CPQ), and data analytics software

learn more
AutoQuotes or AQ is a quoting and data analytics software designed to help businesses in the foodservice and supplies industry manage payments, product information, quotes, projects, and more from within a unified platform. Manufacturers can access a database of stock-keeping units (SKUs), warranty information, spec sheets, and product descriptions.

Read more about AutoQuotes

Users also considered
Knowify logo

Integrated mobile contractor management platform

learn more
Knowify is a mobile contractor management solution that helps construction companies manage jobs, contracts, change orders, invoicing, time, scheduling, & more

Read more about Knowify

Users also considered
Dolibarr logo

Solutions for On-line businesses

learn more
Create your quotes from predefined products or services. Generate orders or invoices from your quotes. Link your quotes to your projects, ...

Read more about Dolibarr

Users also considered
DocFlite logo

Quote and Proposal Management Software for Teams

learn more
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.

Read more about DocFlite

Users also considered
AroFlo logo

Trade business workflows, sorted.

learn more
AroFlo is a full-featured job management solution for trade and service-based businesses. AroFlo helps trade professionals connect their field and office teams, win new jobs, simplify complex work, and get paid faster. For a better WorkLife, use AroFlo.

Read more about AroFlo

Users also considered
WBudget logo

Cloud-based sales proposal management solution

learn more
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.

Read more about WBudget

Users also considered
Salesforce Revenue Cloud logo
Category Leaders

Configure price quote solution native to Salesforce

learn more
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

Users also considered
Quoter logo

Sales enablement for technology service providers.

learn more
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.

Read more about Quoter

Users also considered
Cacheflow logo
Category Leaders

Deal-closing platform that automates quote to close

learn more
Cacheflow is a cloud-based deal-closing solution that helps streamline the quote-to-close process. Users can create proposals including usage-based pricing.

Read more about Cacheflow

Users also considered
OnPrintShop logo

#1 AI-Powered Web-to-Print Software

learn more
Generate accurate print quotes instantly with OnPrintShop. Customize quote forms, manage multiple products, set expiry dates, and track quote status in real time to speed approvals, maintain pricing consistency, and close more orders efficiently.

Read more about OnPrintShop

Users also considered
Simpro logo

Field service management software to streamline operations

learn more
Simpro is a powerful field service management software solution that helps trade industries streamline operations to increase profits.

Read more about Simpro

Users also considered