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Quoting Software with Template Management (2026) - Page 3

Last updated: April 2026

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177 software options

ConvertCalculator logo

Boost sales, reduce hassle - without code.

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Automate your quoting and sales process, save money on quoting and discover and capture valuable leads.

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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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Momenteo logo

Tailored for freelancers

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Momenteo is a user-friendly invoicing software that allows users to create, send, and track invoices and estimates.

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Qvidian logo

RFP response automation and proposal management software.

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With Qvidian, sales and proposal teams can collaborate effortlessly to quickly deliver polished and compliant proposals, presentations, and sales documents. Join the more than 1,000 companies and 200,000 users that count on Qvidian to meet deadlines, tame proposal content chaos, and win more deals.

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BidClips logo

Sales force automation and estimating platform

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BidClips is a sales and estimating software designed to help home service businesses capture qualified leads, create estimates, automatically follow-up, and process online payments.

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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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INFast logo

For entrepreneurs who manage their own invoicing

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INFast is a cloud-based software designed to help businesses generate invoices, create financial documents and streamline other accounting processes.

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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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Pylon logo

#1 Solar Design Software with $0 Monthly Fees

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Pylon Solar Design Software gives you Premium Features for $0 Monthly Fees.

- High Resolution Aerial Imagery
- 3D Solar Shading
- Interval Analysis
- Load Profiles
- Job Sheets
- Handover Documents

Convert more sales proposals with no costly overhads.

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Tall Emu CRM logo

Sales and operations CRM for businesses in Australia and NZ

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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.

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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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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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DocketManager logo

Order and customer management solution for print shops

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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.

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Jetbuilt logo

Cloud-based sales tracking software

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Jetbuilt is cloud-based AV project sales and management software. Close projects 75% faster. Users can populate projects with millions of AV products, request quotes, compare bids, and collaborate in real-time. Jetbuilt isn't just for quoting—it's a complete project platform for everyone in AV.

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TopBuilder logo

CRM+BI for the contruction industry.

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TopBuilder’s software equips business owners, sales & marketing leaders, and estimators with an essential platform that combines business development with the accounting, estimating and project management tools your team already uses, bringing all your data and documents into a single platform.

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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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DocSales logo

Sales automation platform for creating proposals & contracts

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DocSales is a sales automation software designed to help businesses create, edit, electronically sign, and share documents, proposals, quotes, and contracts with customers or prospects on a centralized platform.

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Trackfront logo

Estimating, proposal & project collaboration software

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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.

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Zigaflow logo

Make running & growing your business easier

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

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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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Revv logo

The best eSignature workflow automation software

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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.

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Paycove logo

Quoting, invoicing and payment automation for small business

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Paycove enables business to create and send one-off & recurring invoices directly from their CRM, and process payments, automating the invoicing workflow

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Teamogy logo

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

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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.

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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.

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