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Quoting Software with Self Service Portal (2026) - Page 2

Last updated: March 2026

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80 software options

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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Configure One Cloud logo

The World's Most Powerful CPQ Platform

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Configure One CPQ empowers companies to easily configure, price, quote, & sell complex products. Make Configure One the cornerstone of your digital transformation, win more business, and delight your customers.

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ConnectWise CPQ logo

Quote. Propose. Close.

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ConnectWise Sell makes it simple to create professional quotes and proposals to help you grow your business. See a live demo today!

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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

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Sofon Guided Selling logo

Guided Selling Software

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Sofon helps sales employees to easily and quickly translate customer requirements into error-free professional proposals and quotations

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Initiative CRM logo

CRM for B2B companies

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

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Payaca logo

Simple, yet powerful, CRM solutions.

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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.

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Expedite Commerce logo

Managing the Buying Journey with AI

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Expedite Commerce is a cloud-based platform for Revenue Operations and Revenue Management in sophisticated B2B companies. It offers quote-to-cash software solutions for CPQ, eCommerce, Recurring Billing, and more for Manufacturing, SaaS, IoT, XaaS, and Communications industries.

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OneBill logo

Lead to Revenue Redefined

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OneBill is a revenue management software that provides businesses with tools to streamline subscription management and billing processes. It enables to manage administrative operations, including automated order provisioning & activation, CPQ, revenue reporting, commission management, etc.

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Quote Factory logo

Transportation management system for freight brokers

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Quote Factory is a cloud-based transportation management software designed to help freight brokers streamline operations. Users can quickly onboard carriers, quote and track LTL shipments, and manage customer interactions seamlessly on a unified portal.

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Axonaut logo

All-in-one business management for small teams.

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Quickly create, customize, and send quotes. Track approvals and convert quotes to invoices in one click for a seamless sales process.

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Orcatec logo

Cloud-based field service management software

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Orcatec is a cloud-based field service management software designed to help businesses handle and streamline various administrative processes, such as dispatching, employee management, and more. Supervisors can schedule appointments on a calendar and color-code them according to requirements.

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TakeOff Estimates and Reports 4.0 logo

CRM software for freelancers and businesses

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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

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Apparound logo

The all-in-one digital solution for your sales force

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Apparound Intelligent Quoting helps sellers generate quotes, with support for complex products and advanced pricing rules.

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CIS Configurator logo

Web-based CPQ solution for small businesses

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CIS Configurator is a web-based CPQ (configure, price and quote) solution with integrated tools for building flexible quotations and automating sales processes

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Surefront logo

Surefront Unified PLM, PIM and CRM Collaboration.

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Surefront unifies PLM, PIM, and CRM, streamlining product collaboration, vendor management, workflows, and ensures team alignment.

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Plannit logo

Job management & scheduling solution

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The only FREE home services app designed to serve Pros AND customers, by bringing job requests, quotes, billing and payments online, all organized in a single place.

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XaitCPQ logo

CPQ Software; quote large, complex projects in minutes.

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Start creating error-free product and/or services quotes way faster - without the risk - and prepare to scale for growth. XaitCPQ customers reduce time to quote by 50% and respond to 65% more requests.

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Hive CPQ logo

Spend less time quoting and more time selling with Hive CPQ

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Hive CPQ (Configure Price Quote) simplifies the sales and quoting process of large manufacturing enterprises selling complex products. Configure products in 3D and provide real-time pricing calculations and error-free quotes instantly. Create an efficient work environment and boost your sales!

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bit2win CPQ logo

Automate config, quote, orders, sales & marketing processes.

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Bit2win CPQ enables sales and marketing organizations to automate and optimize quote creation and orders capture. Built natively on Salesforce Bit2win is now also supporting other CRM systems and is cross Cloud platform solution.

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Luminovo logo

The electronics supply chain platform

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With Luminovo you can automate quote creation with accurate pricing and margin calculations. Support diverse pricing strategies, enhance collaboration between your sales teams and customers, and integrate seamlessly with ERP systems for accurate data synchronisation.

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Tacton CPQ logo

Tacton Trusted Configuration. Sales Made Simple for Complex

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With Tacton CPQ, B2B manufacturers can sell highly individualized products as if they were standard. With needs-based configuration, instant pricing, 3D visualization and automatic CAD files, your sales reps can define, price and order custom products without sales support.

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PriceTable logo

Cloud-based landscaping and scheduling software

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PriceTable is a cloud-based landscaping and scheduling software that helps businesses monitor customer loyalty and revenue programs on a unified platform.

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Powertrak CPQ logo

Visual Product Configurator Solutions for Manufacturers

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Powertrak CPQ is a quoting, guided selling and ordering solution that offers 2D & 3D product configurations with virtual reality and augmented reality experiences.

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Merkato logo

CPQ suite of applications to manage sales force automation

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Merkato is a sales configurator suite designed to help businesses automate processes related to quote generation, e-commerce management, & upselling. Users can create documents including parts lists, order confirmations, payment terms, or delivery instructions, based on financial calculations.

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