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Quoting Software with Real-Time Data (2026)

Last updated: March 2026

Why are real-time data important for quoting software users?

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

Real-time data enables immediate access to job details, tracks quotes and proposal views, and improves scheduling. This facilitates prompt service delivery, enhances planning, and supports quick follow-ups based on client interactions. Of the 49 reviewers who rated real-time data, 88% 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.
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178 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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Jobber logo
Category Leaders

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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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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Abby logo

Billing and invoicing platform

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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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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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JobNimbus logo

Be more professional, profitable, efficient, and organized.

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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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mHelpDesk logo

Cloud-based field service management software

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mHelpDesk is a cloud and mobile-based field service management software that assists with job tracking and invoicing. Users can access customer information from any device. Key features include quoting, scheduling, job tracking, billing and invoicing, electronic payments, QuickBooks integration, and more.

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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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FieldPulse logo
Category Leaders

Cloud-based field service management software

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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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Jenesis Software logo

Insurance agency management solution

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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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ServiceM8 logo

We're for small business

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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.

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Fieldd logo

Service your city faster.

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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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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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shopVOX logo
Category Leaders

Web-based manufacturing solution for custom fabricators

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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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Better Proposals logo
Category Leaders

Web-based sales proposal software to win business faster.

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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.

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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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LawnPro logo

Lawn care software for managing administrative operations

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LawnPro is a cloud-based lawn care software that helps businesses manage administrative operations and communicate with customers, crew members, and employees via text messages. It lets users handle multiple properties, print invoices, and receive online payments from customers via credit cards.

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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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RepZio logo

Mobile sales solution for field sales reps

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RepZio is a mobile sales solution for field sales reps with native apps for iOS devices, which supports barcode scanning, credit card processing, and more

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Quotient logo
Category Leaders

Online Quoting and Proposal Software

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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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Tradify logo

Powerful job management platform & app for small businesses

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

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Ignition logo

Sell, bill and get paid in one platform.

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Ignition automates proposals, billing, payments and workflows in a single AI-powered platform, empowering service-based businesses to sell, bill and get paid faster.

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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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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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