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Top Rated Quoting Software with Microsoft outlook

Last updated: June 2026

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31 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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Anchor logo

Streamlines billing for effortless payments

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Easily create and send quote & proposals that can be reviewed and signed from any device. Just choose a service from your service library, outline your terms, and send it to your client to sign digitally.

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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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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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Jenesis Software logo

Insurance agency management solution

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Jenesis Software is an insurance agency management solution that helps independent agencies reach out to potential prospects, manage clients, and improve relationships with policyholders. Key features include document management, cancellation tracking, renewal management, and marketing automation.

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shopVOX logo

Web-based manufacturing solution for custom fabricators

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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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Fergus logo

Job management software for trades and service businesses

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Fergus is the all-in-one job management software for trade businesses, offering everything you need when you're out on the tools.

Track time and materials, manage jobs, and keep your crew connected to the office for a smooth, efficient workday.

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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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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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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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PROMYS logo

Cloud-based CRM, Help Desk, and PSA software.

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Quote templates, quote revisions, copy prior quotes, sub-total, bulk pricing, user defined 'roll-ups' categories, quote revisions update the forecast

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Stafiz logo

ERP for professional services organizations

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Stafiz is a cloud-based platform for professional services organizations designed to help increase collaboration, productivity, reporting and gather your collaborators on a single environment, including management, teams, and contractors, and increase your overall visibility

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HAL ERP logo

The only conversational ERP

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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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Saleoid logo

Best CRM Software for leads, sales, marketing & billing

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Saleoid is the Best CRM Software for startups, agencies & SMBs an all-in-one platform to generate leads, manage sales, run marketing, and handle billing in one connected system. Starts at $5/month (2-year plan).

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Verified logo

Web-based visitor, contractor and risk management platform

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Verified is a web-based solution that provides real-time data and insight for visitor, contractor, and safety management. It provides real-time data insight for visitor, contractor, and safety management across multiple sites.

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WorkBuddy logo

Field management software for trade and service businesses

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WorkBuddy is a simple cloud-based job management platform for medium to large Australian trade, multi-trade and field service businesses to better manage jobs and field workers.

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DynamicsPrint logo

ERP solution for printing and packaging.

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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

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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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Gripp logo

Business software for agencies and services providers.

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Gripp is a softwarecompany that aims on agencies and business service providers. With over 2000+ customers and about 14.000 daily users we help our customers everyday with the optimzation of business processes by providing quality all-in-one software.

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1CRM logo

Doing Business, Better

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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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Tall Emu CRM logo

CRM, Inventory & Operations Software for Growing Businesses

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Create professional quotes quickly and convert them into orders without re-entering data. Track quote status, automate follow-ups and keep sales, inventory and purchasing connected throughout the sales process.

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Joblogic logo

Field service management solution

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FSM software for service contractors: scheduling, PPM, compliance, invoicing, and AI tools.

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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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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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EZLynx logo

Your most productive employee.

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With EZLynx®’s software for new and growing insurance agencies, we provide your business with an all-in-one platform that integrates your comparative rater, agency management system, reporting, customer portal, and more to make managing your policies easier.

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