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Quoting Software with Self Service Portal (2026)

Last updated: March 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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80 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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Epicor CPQ logo

The Leading CPQ for Complex Configurable Products.

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Epicor CPQ is a cloud solution that simplifies and automates quoting for complex, customizable products. Seamless integration with your website, core systems, and 3D/AR technology ensures quotes are accurate, error-free, and visually stunning.

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Synchroteam logo
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Field service management software for mobile workforce

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Synchroteam is a cloud and mobile-based field service management (FSM) software designed for mobile workforce that assists with tracking, scheduling, dispatching, calendar and job management, invoicing, and mapping.

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EASA logo

Convert macro/VBA enabled spreadsheets into secure web apps

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Converts existing, complex macro/VBA enabled Excel spreadsheets into secure and remotely browser accessible web apps (including from mobile devices) eliminating Excel chaos. Operates on-prem or cloud

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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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iQuoteXpress logo

For sales proposals & product and pricing configuration

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Building, sending, and tracking professional sales quotes is easier than ever with iQuoteXpress (IQX). A quoting tool that works standalone, or integrates into any CRM system, IQX makes quoting a breeze and reduces costs by as much as 70%. Starting at $39 a seat.

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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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EZLynx logo

Your most productive employee.

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With EZLynx®’s software for new and growing insurance agencies, we provide your business with an all-in-one platform that integrates your comparative rater, agency management system, reporting, customer portal, and more to make managing your policies easier.

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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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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

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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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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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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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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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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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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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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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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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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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Quoter logo

Sales enablement for technology service providers.

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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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OnPrintShop logo

#1 AI-Powered Web-to-Print Software

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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.

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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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