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Top Rated Quoting Software with Excel

Last updated: September 2026

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22 software options

Synchroteam logo

Field service management software for mobile workforce

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Synchroteam is a cloud and mobile-based field service management (FSM) software designed for mobile workforce that assists with tracking, scheduling, dispatching, calendar and job management, invoicing, and mapping.

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QuoteWerks logo

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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TopBuilder logo

CRM+BI for the contruction industry.

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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Zigaflow logo

Make running & growing your business easier

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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XaitCPQ logo

CPQ Software; quote large, complex projects in minutes.

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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projectquoting.com logo

Quoting, invoicing & lead generation for lawn care and more

Measure remotely, create quotes based on your services and pricing, invoice and manage jobs.

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SAE CPQ logo

CPQ Software - sell complex products with ease

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

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P3 Software logo

Cloud-based print management software solution

P3 Software is a web-based print management software for print buyers, brokers, in-plants and print manufacturers that facilitates the procurement and sourcing of print materials

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LEEGOO BUILDER logo

Efficient proposal preparation for complex products

The CPQ software LEEGOO BUILDER supports you in product configuration, calculation and proposal preparation. The flexibly adaptable standard software is primarily designed to meet the requirements of mechanical engineering, special machinery and plant engineering.

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QOIPR logo

"Qoipr: Automate, Integrate, and Accelerate Your Growth"

QOIPR is an all-in-one business solution designed to help streamline best practice workflows across sales, marketing, eCommerce, purchasing, logistics, and finance. Developed by small business experts, QOIPR helps growing companies and startups boost revenues, reduce operational costs, and enhance employee engagement and productivity.

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DynamicsPrint logo

ERP solution for printing and packaging.

DynamicsPrint® simplifies Quoting with automated pricing for materials, labor, and overhead. Create accurate, consistent quotes quickly using customizable templates, ensuring competitive pricing and faster turnaround, all integrated within a unified ERP system.

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eRep logo

CPQ software to simplify and automate the quoting process

eRep CPQ provides pricing, configuration, quoting, then quote-to-order to make the entire process easy for the manufacturer, rep and distributors to submit standardized, accurate quotes with sales literature combined if needed. Can export quotes to Word, PDF, or Excel if desired.

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BlinQ logo

Quoting platform for window furnishing businesses

Blinq is a cloud-based quoting management platform that helps window furnishing businesses create quotes and manage leads, suppliers, purchase orders & more. It enables users to generate on-site quotes with details including customer information, product type, approval status, and pricing breakdown.

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Qvidian logo

RFP response automation and proposal management software.

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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Involve.me logo

Create quiz funnels that qualify, segment & nurture leads

involve.me is the AI quiz funnel builder with built-in email automation. Ideal for businesses selling high-value products or services that need to capture, qualify, segment, and follow up with leads before purchase.

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Jamio openwork logo

Workflow Managment, Nocode, Development Platform, Cloud.

Jamio is a no-code business process management platform designed to create cloud applications. The applications created on Jamio openwork platform helps companies drive digital transformation. It can automate and simplify company procedures, manage documents , offer collaboration tools and much more

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Axonaut logo

All-in-one business management for small teams.

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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1CRM logo

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.

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Experlogix CPQ logo

Simplify complex configuration, pricing, and quoting!

Experlogix CPQ streamlines the sales and ordering process for organizations with configurable products or services.

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Planview AdaptiveWork logo

Adaptive project and portfolio management software

Planview AdaptiveWork is flexible PPM software with Gantt and Kanban planning, bidirectional financial and resource reporting, capacity planning, and AI-powered insights via Planview Anvi.

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PSQuote logo
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Professional Services Quoting for Salesforce and PSA

PSQuote is a cloud-based services quoting software for PSA and Salesforce that was specifically built for sales teams to be able to quote services based exactly on how they deliver. Create Professional Services Quotes in Salesforce from an Opportunity using discounts, resource roles, delivery schedules, rate cards, support for contractors, packaged offerings, and more.

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Robaws logo
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Cloud-ERP software for construction businesses, with App

Robaws is a cloud-based ERP software for construction, fields services, and installation companies. It enables teams to manage quotes, jobs, time tracking, invoicing, stock, and scheduling - all in one unified platform, accessible via browser and mobile app.

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