getapp-logo

App comparison

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

Software categoriesBlog & researchAbout us

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 Role-Based Permissions (2026)

Last updated: April 2026

Filter results

Features

Integrated with

Pricing model

Devices supported

Organization types

User rating

39 software options

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
Keap logo

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

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

Read more about Keap

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
Bitrix24 logo

All in one business management workspace

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

Read more about Bitrix24

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
OnePageCRM logo

#1 Action-Focused CRM Software for Small Business

learn more
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.

Read more about OnePageCRM

Users also considered
A1 Tracker logo

Enterprise risk management software

learn more
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.

Read more about A1 Tracker

Users also considered
Planview AdaptiveWork logo

Enterprise Work and Project Portfolio Management Solution

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

Read more about Planview AdaptiveWork

Users also considered
vtenext logo

The easy all-in-one CRM for process automation

learn more
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.

Read more about vtenext

Users also considered
GoComet logo

Automating and digitizing your logistics

learn more
GoComet is the world’s leading Logistics Resource Management platform that makes it possible for companies to comprehensively transform the way that their supply chains operate, creating process resilience and driving double-digit cost savings.

Read more about GoComet

Users also considered
Joblogic logo

Field service management solution

learn more
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.

Read more about Joblogic

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
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
1CRM logo

Doing Business, Better

learn more
1CRM lets you create custom quotes & invoices, with support for multiple layouts and tax rates, group & line item discounts, quote approval workflow, & more.

Read more about 1CRM

Users also considered
Initiative CRM logo

CRM for B2B companies

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

Read more about Initiative CRM

Users also considered
Payaca logo

Simple, yet powerful, CRM solutions.

learn more
A CRM solution for ambitious field service businesses. With a focus on simplicity and efficiency, we empower businesses to streamline operations, build strong customer relationships, and fuel growth. Developed by software experts, Payaca is designed for adaptability and continuous improvement.

Read more about Payaca

Users also considered
Tall Emu CRM logo

Sales and operations CRM for businesses in Australia and NZ

learn more
Tall Emu CRM is an affordable, simple yet powerful CRM software that allows users to centralize & share data between employees with contacts, notes, calendars, tasks, and Inventory Manage. With many integrations: Xero, MYOB, your website, WooCommerce, phones, Outlook, marketing apps and much more.

Read more about Tall Emu CRM

Users also considered
DocketManager logo

Order and customer management solution for print shops

learn more
DocketManager is a cloud-based order management solution that assists printing shops with managing orders, sales, and customers. Key features include accounting, workflow management, inventory tracking, purchase order creation, campaign management, payment processing, and reporting.

Read more about DocketManager

Users also considered
Trackfront logo

Estimating, proposal & project collaboration software

learn more
Trackfront enables you to respond faster to new opportunities with a custom proposal. Trackfront has more of the robust features you need to handle your unique pricing requirements. Create detailed price quotes with multi-page proposal content, contract language and digital e-signature approvals.

Read more about Trackfront

Users also considered
Zigaflow logo

Make running & growing your business easier

learn more
Zigaflow simplifies business management, offering automation, customization, and integration. Designed for diverse needs, it enhances efficiency, security, and growth across all operations.

Read more about Zigaflow

Users also considered
Revv logo

The best eSignature workflow automation software

learn more
A modern sales quoting software that enables sales teams to manage their quotes, optimize the sales process, close deals, and collect payments.

Revv’s enterprise-grade security and powerful features enable sales teams to create, share, store, and get quotes eSigned within minutes from any device.

Read more about Revv

Users also considered
Teamogy logo

All-in-one cloud platform for projects, finances & teams

learn more
Teamogy is a secure all-in-one cloud platform for managing projects, finances, documents and teams. Includes budgeting, time tracking, invoicing, reporting, integrations and automation. Accessible anytime, scalable for startups to enterprises.

Read more about Teamogy

Users also considered
TakeOff Estimates and Reports 4.0 logo

CRM software for freelancers and businesses

learn more
TakeOff is a customer relationship management (CRM) software designed to help freelancers and businesses handle reports, estimates, budgets, travel accounting, proposals, goals, and more on a unified platform. Administrators can create quotes using existing cards and monitor opportunities.

Read more about TakeOff Estimates and Reports 4.0

Users also considered