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Quoting Software with Template Management (2026)

Last updated: April 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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177 software options

Xero logo
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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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PandaDoc logo
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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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PayPal Invoicing logo

Free online invoice creation and sending

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PayPal Invoicing is a free solution for creating and sending online invoices within a PayPal Business account. The tool allows users to create custom-branded invoice templates, populate billing details, track payments, view billing histories, schedule invoices, accept partial payments, and more.

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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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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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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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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
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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
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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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Quotient logo
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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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B2W Estimate logo

Heavy civil construction estimating solution for contractors

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B2W Estimate, Trimble’s Civil Estimating solution, makes construction quoting faster, accurate, and professional. With centralized cost data, every quote is based on up-to-date labor, material, and equipment pricing. Teams can pull together polished, client-ready proposals with built-in templates.

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Invoice2go logo

Create & send professional invoices across every device

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Invoice2go is the all-in-one tool that helps you run your small business. Manage customer relationships, send invoices, accept payments, improve cash flow, create an online presence, and so much more. Start your free trial today!

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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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FreeAgent logo

FreeAgent has been voted the UK's #1 accounting software.

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FreeAgent’s award-winning online accounting software is designed specifically for small businesses and freelancers. Over 100,000 customers use FreeAgent to keep their business admin on track.

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OnePageCRM logo

#1 Action-Focused CRM Software for Small Business

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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.

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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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