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Top Rated Quoting Software with Workflow management - Page 3

Last updated: May 2026

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184 software options

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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Cacheflow logo

Deal-closing platform that automates quote to close

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Cacheflow is a cloud-based deal-closing solution that helps streamline the quote-to-close process. Users can create proposals including usage-based pricing.

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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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AI Docs logo

Create, Execute, and Manage Contracts with Ease

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AI Docs is cloud-based software that helps small and midsized companies win more deals by creating and managing personalized sales documents such as Proposals, Financial Justifications (ROI's), and Sales Agreements.

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FACT ERP.NG logo

ERP solution for integrating business processes

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FACT ERP.NG is Enterprise Resource Planning (ERP) software that creates a unified system for the business processes of Small and Medium Enterprises (SMEs). Accounting, payroll, inventory, CRM, manufacturing, and more are combined to offer a flexible, configurable, mobile solution.

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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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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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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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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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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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netLex logo

Simple and secure agreements

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netLex is an end-to-end platform used by leading companies to manage their contracts’ lifecycle. Gain +240% productivity by automating document creation and configuring intelligent workflows, as well as extracting data for management and intelligence panels.

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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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Megaventory logo

Cloud Order, Inventory and Manufacturing Management Software

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Megaventory is an inventory management web app with the ability to prepare sales quotes for clients - add taxes and discounts, generate layouts and create orders from quotes. User-friendly interface, comprehensive support and value for investment.

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VistaQuote logo

Inbound RFQ Mgmt. with Auto-Quoting & Online Quote Approval

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Transform how you manage inbound RFQs & send customer quotes. With a single click, quotes are sent to customers & seamlessly entered into your software without manual entry. It even interprets plain-text emails using AI, enabling automatic quoting, enhancing efficiency, and saving valuable time.

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SAE CPQ logo

CPQ Software - sell complex products with ease

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With our CPQ software, configure, price and calculate your complex products in the simplest possible way and optimize your sales!

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SecturaFAB logo

Quote Faster. Win More.

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SecturaFAB provides a solution to create accurate quotes much faster, increasing your capacity to take on more! Simply import a file, clean the file, set the parameters, and you will have a quote in seconds!

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YourRadar logo

Field management for commercial & residential services

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Streamline scheduling, dispatching, & invoicing; YourRadar is a comprehensive solution for commercial & residential service businesses.

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Vista-Suite logo

Cloud-based Aviation ERP and MRO Software with Mobile Apps

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Vista-Suite Enterprise is a cloud ERP and MRO software with inventory management, RFQ and quote automation, order processing, logistics, and invoicing.

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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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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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Parrot CRM logo

CRM solution for sales assistants and marketers

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Parrot CRM is a CRM solution that includes features suck as task management, customer database, sales pipeline, and advanced sales reporting. This platform creates conversational sales experiences to answer questions, personalize business proposals, and humanize the relationship with customers to differentiate a business from competitors.

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Quote Manager CPQ logo

Simplify your Quoting Process by using Quote to Cash

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Quote Manager is a cloud-based and on-premise software that is native to Dynamics 365. This allows your sales team to create and send professionally branded quotes from Dynamics 365 in a few minutes.

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BuildM8 logo

Your Projects All-In-One

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BuildM8 targets contractors and businesses that sell products/services, helping them move from Spreadsheets to streamline quoting, customer engagement, project management and cost control.

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Scoro logo

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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Pipe App logo

Software for assigning, tracking, and managing tasks

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Easily assign tasks to your teams and obtain feedback in real-time. Share information on any connected device. Keep a complete history and backup of all documents and data collected by your teams. Reduce time spent on duplicating paperwork.

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