Quoting Software

Best Comparison List of Vendor Applications & Tools
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102 apps

WorkflowMax  

105
Xero owned financial project management software for SMBs
Impress your clients by sending reliable, customizable quotes in minutes. From quote to project tracking to invoicing - WorkflowMax offers complete visibility. Read more about WorkflowMax
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Xero owned financial project management software for SMBs
Impress your clients by sending reliable, customizable quotes in minutes. From quote to project tracking to invoicing - WorkflowMax offers complete visibility. Read more about WorkflowMax
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Conga  

55
Document Generation and Contract Management Software
Conga helps sales professionals create, send, track and sign error-free sales quotes online — on any device, anywhere. Read more about Conga
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Document Generation and Contract Management Software
Conga helps sales professionals create, send, track and sign error-free sales quotes online — on any device, anywhere. Read more about Conga
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simPRO  

71
Streamline operations. Increase profits. Grow your business.
simPRO's field service management software can help you job cost accurately, design quotes specific to your business, work with the latest catalog pricing, and update your quotes as needed. Generate quotes with accuracy and gain visibility into all aspects of your business with simPRO. Read more about simPRO
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Streamline operations. Increase profits. Grow your business.
simPRO's field service management software can help you job cost accurately, design quotes specific to your business, work with the latest catalog pricing, and update your quotes as needed. Generate quotes with accuracy and gain visibility into all aspects of your business with simPRO. Read more about simPRO
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Configure One  

48
The World's Most Powerful CPQ Platform
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. Read more about Configure One
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The World's Most Powerful CPQ Platform
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. Read more about Configure One
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1CRM  

54
Doing Business, Better
1CRM lets you create custom quotes & invoices, with support for multiple layouts and tax rates, group & line item discounts, quote approval workflow, & more. Read more about 1CRM
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Doing Business, Better
1CRM lets you create custom quotes & invoices, with support for multiple layouts and tax rates, group & line item discounts, quote approval workflow, & more. Read more about 1CRM
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PROMYS CRM Help Desk PSA  

27
Cloud-based CRM, Help Desk, and PSA software.
Quote templates, quote revisions, copy prior quotes, sub-total, bulk pricing, user defined 'roll-ups' categories, quote revisions update the forecast. Read more about PROMYS CRM Help Desk PSA
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Cloud-based CRM, Help Desk, and PSA software.
Quote templates, quote revisions, copy prior quotes, sub-total, bulk pricing, user defined 'roll-ups' categories, quote revisions update the forecast. Read more about PROMYS CRM Help Desk PSA
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Sofon Guided Solutions  

26
Guided Selling Software
Sofon helps sales employees to easily and quickly translate customer requirements into error-free professional proposals and quotations. Read more about Sofon Guided Solutions
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Guided Selling Software
Sofon helps sales employees to easily and quickly translate customer requirements into error-free professional proposals and quotations. Read more about Sofon Guided Solutions
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Apparound  

12
Sales app combining content and real time quoting together
Apparound Intelligent Quoting helps sellers generate quotes, with support for complex products and advanced pricing rules. Read more about Apparound
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Sales app combining content and real time quoting together
Apparound Intelligent Quoting helps sellers generate quotes, with support for complex products and advanced pricing rules. Read more about Apparound
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CIS Configurator  

15
Web-based CPQ solution for small businesses
CIS Configurator is a web-based CPQ (configure, price and quote) solution with integrated tools for building flexible quotations and automating sales processes. Read more about CIS Configurator
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Web-based CPQ solution for small businesses
CIS Configurator is a web-based CPQ (configure, price and quote) solution with integrated tools for building flexible quotations and automating sales processes. Read more about CIS Configurator
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Mosspaper  

15
Quote & contract creation & management
Mosspaper is a mobile-friendly quote & contract management solution which enables small businesses to create, sign, track & accept quotes and contracts. Read more about Mosspaper
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Quote & contract creation & management
Mosspaper is a mobile-friendly quote & contract management solution which enables small businesses to create, sign, track & accept quotes and contracts. Read more about Mosspaper
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Applied Rater  

33
Insurance Agency, Insurance Rating, Quoting
Real-Time personal lines rater, supports over 500 carriers nationally, 100% accurate, saves agents up to 85% of their quoting time. Read more about Applied Rater
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Insurance Agency, Insurance Rating, Quoting
Real-Time personal lines rater, supports over 500 carriers nationally, 100% accurate, saves agents up to 85% of their quoting time. Read more about Applied Rater
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YourTradeBase  

10
Easy software for trades and services
YourTradeBase lets you create & send customized, professional quotes, estimates, invoices & receipts. Attach files, automate calculations, and more. Read more about YourTradeBase
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Easy software for trades and services
YourTradeBase lets you create & send customized, professional quotes, estimates, invoices & receipts. Attach files, automate calculations, and more. Read more about YourTradeBase
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Invoice2go  

58
Create & send professional invoices across every device
Invoice2go allows business and independent users to create and send professional invoices via smartphone apps, while tracking expenses and accepting payments. Read more about Invoice2go
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Create & send professional invoices across every device
Invoice2go allows business and independent users to create and send professional invoices via smartphone apps, while tracking expenses and accepting payments. Read more about Invoice2go
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Bidsketch  

21
Proposal software and templates
Bidsketch proposal software allows you to create proposals in minutes using customizable templates and additional features. Choose your design and add reusable content, pricing information and media. Add an electronic signature feature and a custom client landing page. Read more about Bidsketch Embed images and videos to be viewed online by your clients. Design templates allow you to use your own HTML/ CSS designs. All your templates will be saved and made available in a variety of colors. All templates are downloadable and exportable in PDF. Bidsketch allows you to mark specific fees as optional so that you clients can accept or decline additional services as they go through your proposal.
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Proposal software and templates
Bidsketch proposal software allows you to create proposals in minutes using customizable templates and additional features. Choose your design and add reusable content, pricing information and media. Add an electronic signature feature and a custom client landing page. Read more about Bidsketch Embed images and videos to be viewed online by your clients. Design templates allow you to use your own HTML/ CSS designs. All your templates will be saved and made available in a variety of colors. All templates are downloadable and exportable in PDF. Bidsketch allows you to mark specific fees as optional so that you clients can accept or decline additional services as they go through your proposal.
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Tall Emu CRM  

14
Customizable CRM
Tall Emu CRM is a customizable CRM software which allows users to centralize & share data between employees with contacts, notes, calendars, tasks, and more. Read more about Tall Emu CRM
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Customizable CRM
Tall Emu CRM is a customizable CRM software which allows users to centralize & share data between employees with contacts, notes, calendars, tasks, and more. Read more about Tall Emu CRM
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Clarity Software  

24
Modular management information system for businesses
Clarity Software is a customer relationship management (CRM) and management information systems (MIS) platform that provides sales and marketing reporting, data analysis, workflow and process streamlining, project scheduling, and pricing, for manufacturing and production businesses… Read more about Clarity Software
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Modular management information system for businesses
Clarity Software is a customer relationship management (CRM) and management information systems (MIS) platform that provides sales and marketing reporting, data analysis, workflow and process streamlining, project scheduling, and pricing, for manufacturing and production businesses… Read more about Clarity Software
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Apttus CPQ  

19
Configure Price Quote
Apttus enables sales channels to sell more, sell bigger, and sell anywhere on the cloud. Built within the Salesforce1 platform, Apttus CPQ boosts sales effectiveness by guiding users to the best possible quotes for all products, pricing, and channels. Read more about Apttus CPQ In addition, by integrating quoting software with your contract processes, you can automate renewal quotes based on previously agreed upon pricing and terms. Apttus CPQ software is a key component of the Apttus Quote-to-Cash solution, allowing sales organizations to speed time to revenue, prevent revenue leakage, and reduce risk. - Enhance Sales Effectiveness with System-Driven Guidance: Improve deal size and close rates by providing all channels the latest product and pricing insights - Quickly Scale Your Business: Leverage your Salesforce investment to drive productivity and global growth - Sell Anything, From Anywhere, On Any Device: With mobile capability, sales channels can close deals no matter where they are
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Configure Price Quote
Apttus enables sales channels to sell more, sell bigger, and sell anywhere on the cloud. Built within the Salesforce1 platform, Apttus CPQ boosts sales effectiveness by guiding users to the best possible quotes for all products, pricing, and channels. Read more about Apttus CPQ In addition, by integrating quoting software with your contract processes, you can automate renewal quotes based on previously agreed upon pricing and terms. Apttus CPQ software is a key component of the Apttus Quote-to-Cash solution, allowing sales organizations to speed time to revenue, prevent revenue leakage, and reduce risk. - Enhance Sales Effectiveness with System-Driven Guidance: Improve deal size and close rates by providing all channels the latest product and pricing insights - Quickly Scale Your Business: Leverage your Salesforce investment to drive productivity and global growth - Sell Anything, From Anywhere, On Any Device: With mobile capability, sales channels can close deals no matter where they are
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ProjectQuoting.com  

8
Quoting, invoicing & lead generation for lawn care and more
Measure remotely, create quotes based on your services and pricing, invoice and manage jobs. Read more about ProjectQuoting.com
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Quoting, invoicing & lead generation for lawn care and more
Measure remotely, create quotes based on your services and pricing, invoice and manage jobs. Read more about ProjectQuoting.com
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Tacton CPQ  

12
Proposal generation & visual configuration for manufacturers
Tacton CPQ is a cloud-based configure, price, quote solution, which assists manufacturing companies with proposal generation and visual configuration. Key features include approval workflows, document templates, customer lifecycle management, predefined dashboards and more. Read more about Tacton CPQ
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Proposal generation & visual configuration for manufacturers
Tacton CPQ is a cloud-based configure, price, quote solution, which assists manufacturing companies with proposal generation and visual configuration. Key features include approval workflows, document templates, customer lifecycle management, predefined dashboards and more. Read more about Tacton CPQ
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MultiRoute  

7
Sales management for fields sales teams
MultiRoute equips your mobile sales force with the ability to quote, invoice, make deposit and much more, all from your mobile device. Industries/Application: Customer facing companies like Wholesalers, Distribution, Transportation and Logistics with field sales teams. Read more about MultiRoute
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Sales management for fields sales teams
MultiRoute equips your mobile sales force with the ability to quote, invoice, make deposit and much more, all from your mobile device. Industries/Application: Customer facing companies like Wholesalers, Distribution, Transportation and Logistics with field sales teams. Read more about MultiRoute
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Onsight  

6
Product catalogue & ordering app for distributors
Improve your sales. The Onsight mobile sales app lets you quickly create quotes whilst on the road, even when you are offline. Read more about Onsight
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Product catalogue & ordering app for distributors
Improve your sales. The Onsight mobile sales app lets you quickly create quotes whilst on the road, even when you are offline. Read more about Onsight
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Armatic  

5
Automation, insights and best practices to grow a business.
The Armatic platform enhances the power of your existing accounting/ ERP software and your existing CRM system with workflow automation, powerful business intelligence and fully integrated cross-department communications functionality to automate tasks in finance, sales, support, HR and operations. Read more about Armatic
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Automation, insights and best practices to grow a business.
The Armatic platform enhances the power of your existing accounting/ ERP software and your existing CRM system with workflow automation, powerful business intelligence and fully integrated cross-department communications functionality to automate tasks in finance, sales, support, HR and operations. Read more about Armatic
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Oracle CPQ Cloud  

7
CPQ software & Quote-to-Cash app
Oracle CPQ Cloud is configure, price, and quote (CPQ) software and a Quote-to-Cash management solution to turn sales opportunities into revenue faster. Oracle CPQ Cloud is used to improve sales process and increase efficiency by automating the production of sales proposals and quotes. Read more about Oracle CPQ Cloud The Oracle CPQ Cloud's BigMachines products enables you to manage the entire Quote-to-Cash process and is integrated with Oracle's suit of customer experience (CX) solutions. Oracle CPQ provides guided selling tools to help sales staff and customers alike find the right products and services to include in orders and proposals. You can use this solution to generate accurate, branded orders and proposals directly from your CRM system. Improve the quote creation process with incorporated up-selling and cross-selling recommendations and by defining consistent pricing and discounting rules.
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CPQ software & Quote-to-Cash app
Oracle CPQ Cloud is configure, price, and quote (CPQ) software and a Quote-to-Cash management solution to turn sales opportunities into revenue faster. Oracle CPQ Cloud is used to improve sales process and increase efficiency by automating the production of sales proposals and quotes. Read more about Oracle CPQ Cloud The Oracle CPQ Cloud's BigMachines products enables you to manage the entire Quote-to-Cash process and is integrated with Oracle's suit of customer experience (CX) solutions. Oracle CPQ provides guided selling tools to help sales staff and customers alike find the right products and services to include in orders and proposals. You can use this solution to generate accurate, branded orders and proposals directly from your CRM system. Improve the quote creation process with incorporated up-selling and cross-selling recommendations and by defining consistent pricing and discounting rules.
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ChannelOnline  

10
Sales Force Automation, Quoting
Online business-automation tool for VARs and MSP. Manage quoting, procurement, and e-commerce store all from one application. Read more about ChannelOnline
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Sales Force Automation, Quoting
Online business-automation tool for VARs and MSP. Manage quoting, procurement, and e-commerce store all from one application. Read more about ChannelOnline
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CallidusCloud CPQ  

8
CPQ (Configure, Price, Quote) solution for sales document production
Simplify even the most complicated configurations and quotes with a CPQ that is flexible to your quoting needs, but simple to use. Read more about CallidusCloud CPQ
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CPQ (Configure, Price, Quote) solution for sales document production
Simplify even the most complicated configurations and quotes with a CPQ that is flexible to your quoting needs, but simple to use. Read more about CallidusCloud CPQ
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