232 results
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Sales teams use PandaDoc to improve deal workflow, insights, and speed while delivering an amazing buying experience. Learn more about PandaDoc
PandaDoc has empowered sales teams to improve deal workflow, insights, and speed while delivering an amazing buying experience. Over 23,000 customers use PandaDocs all-in-one document automation software to streamline the process to create, approve, and eSign proposals, quotes, and contracts. PandaDoc helps you simplify processes and increase efficiency across the entire organization when you integrate your existing CRM, payment, and file storage apps into a single workflow. Learn more about PandaDoc
PandaDoc has empowered sales teams to improve deal workflow, insights, and speed while delivering an amazing buying experience. Over 23,000 customers use PandaDocs all-in-one document automation softw...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
All-in-one IT sales platform built for MSPs. Helps MSPs ace their sales and to generate more revenue. Learn more about Zomentum
Provides MSPs with a dedicated sales platform, to efficiently manage all of their IT sales-related workflows under one roof. IT selling is made easy with efficient sales funnel management, built-in assessment reports, data driven insights, and powerful quote and proposal generator and integrations with leading PSAs and distributor catalogue. Helps speed up the sales process with smarter automation and electronic signatures. Learn more about Zomentum
Provides MSPs with a dedicated sales platform, to efficiently manage all of their IT sales-related workflows under one roof. IT selling is made easy with efficient sales funnel management, built-in ass...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Quote & Proposal Automation Anytime, Anywhere designed for IT Solution Providers Learn more about ConnectWise Sell
ConnectWise Sell offers IT solution providers of all sizes a cloud-based quoting solution that enables the quote-to-cash process to run smoothly. Key features help technology businesses quickly generate quotes, follow up on them, and turn them into revenue with ease. Tight integrations with leading CRMs like NetSuite, Salesforce, and ConnectWise Manage provide end-to-end visibility into the sales pipeline from quote and proposal creation to ordering, fulfillment, and billing. Learn more about ConnectWise Sell
ConnectWise Sell offers IT solution providers of all sizes a cloud-based quoting solution that enables the quote-to-cash process to run smoothly. Key features help technology businesses quickly generat...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Tradify is a job management software built for trade & service businesses. Quote, schedule, track & invoice on the go. Learn more about Tradify
Tradify is an all-in-one job management app designed to help trade businesses with 1-20 employees control business admin. Quotes, estimates, invoices, timesheets, field service management, purchase orders, scheduling and job reporting. Tradify handles it all with ease. Over 15,000 electricians, plumbers, HVAC, builders, and other trades around the world use and love Tradify. Our customers and their teams love Tradify because it's quick to set up and easy to use. Learn more about Tradify
Tradify is an all-in-one job management app designed to help trade businesses with 1-20 employees control business admin. Quotes, estimates, invoices, timesheets, field service management, purchase ord...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Quoter is a modern, cloud-based quoting platform that helps technology service providers sell more and get paid faster. Learn more about Quoter
Quoter is a modern, cloud-based quoting platform that helps technology service providers sell more and get paid faster. Created by the original developers that built IT Glue, Quoter is lightning fast, friendly to use, and designed to get more people quoting. Our unlimited user pricing plans coupled with our automation workflows allow you to empower more of your staff to sell, without fear of losing control. Learn more about Quoter
Quoter is a modern, cloud-based quoting platform that helps technology service providers sell more and get paid faster. Created by the original developers that built IT Glue, Quoter is lightning fast,...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
iQuoteXpress (IQX) is an affordable, fully supported, sales proposal automation solution. Integrates w/CRM & ERP or use standalone. Learn more about iQuoteXpress
iQuoteXpress (IQX) is an affordable, easy-to-use, fully supported sales proposal automation solution (a.k.a, configure, price, quote, or CPQ). Send more professional and more accurate quotes in less time. IQX integrates with Zoho, Dynamics, Salesforce, Oracle, and more with ease, and includes custom proposal templates, centralized product and pricing configuration, sales quote tracking and reporting tools, and much more. Per-user, per-month pricing. Learn more about iQuoteXpress
iQuoteXpress (IQX) is an affordable, easy-to-use, fully supported sales proposal automation solution (a.k.a, configure, price, quote, or CPQ). Send more professional and more accurate quotes in less ti...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
simPRO is a powerful field service management software solution that helps trade contractors streamline operations to increase profits. Learn more about simPRO
simPRO is a powerful field service management software solution created by trade contractors, for trade contractors. If youre struggling with quoting jobs, managing multi-stage projects, managing inventory, connecting the office to the field, or any other areas of your workflow, simPRO provides a streamlined platform to address your pressing challenges all while helping you increase productivity and profits. More than 150,000 specialty trade professionals trust simPRO for workflow management. Learn more about simPRO
simPRO is a powerful field service management software solution created by trade contractors, for trade contractors. If youre struggling with quoting jobs, managing multi-stage projects, managing inven...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Cincom CPQ is configure-price-quote software for selling products with complex, customized sales quotes, configurations/variations. Learn more about Cincom CPQ
Cincom CPQ software is an enterprise configure-price-quote platform that improves the buying experience for B2B customers. Beginning with product configuration, Cincom CPQ creates real-time pricing and quoting options with guided recommendations, and delivers proposals on the fly. With expert knowledge at their fingertips, salespeople, dealers and resellers have all of the data they need to sell. More importantly, customers have all of the information they need to order and buy. Learn more about Cincom CPQ
Cincom CPQ software is an enterprise configure-price-quote platform that improves the buying experience for B2B customers. Beginning with product configuration, Cincom CPQ creates real-time pricing and...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
High-end solution designed for effective collaboration, communication, social networking, and workflow and knowledge management. Learn more about Bitrix24
Highly secure, turnkey intranet solution for small and medium-sized businesses designed for effective collaboration, communication, social networking, business process and knowledge management. Allows better knowledge continuity by moving data from network silos and local drives to a well-protected centralized repository. Wikis, blogs and forums ensure social-enabled knowledge bases for improved teamwork. Learn more about Bitrix24
Highly secure, turnkey intranet solution for small and medium-sized businesses designed for effective collaboration, communication, social networking, business process and knowledge management. Allows ...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
An open-source suite of integrated apps to manage CRM, PoS, Website, eCommerce, Sales, Accounting, Warehouse, HR, Marketing, and more. Learn more about Odoo
Odoo is a fully integrated, customizable, open-source software packed with expertly designed, user-friendly business applications. Odoo's intuitive database is able to meet a majority of business needs, such as CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of any company, regardless of size (or budget). Learn more about Odoo
Odoo is a fully integrated, customizable, open-source software packed with expertly designed, user-friendly business applications. Odoo's intuitive database is able to meet a majority of business needs...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Scoro is an end-to-end work management solution that enables you to control your entire workflow in one place. Learn more about Scoro
Scoro is an award-winning end-to-end work management solution that enables you to control your entire workflow in one place. In addition to project management features, Scoro provides all the tools you need to fully manage your business: work & task scheduling and tracking, collaboration, contact database & CRM, quoting and billing, advanced reporting, real-time dashboards, and much more. Sign up for a 14-day free trial to see for yourself! Learn more about Scoro
Scoro is an award-winning end-to-end work management solution that enables you to control your entire workflow in one place. In addition to project management features, Scoro provides all the tools yo...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Web based software to let you create proposals faster, make them look incredible, and win the job faster with digital signatures. Learn more about Better Proposals
Better Proposals helps you create your proposals faster, makes them look more professional and gives you all the tools you need to win the job as quick as possible. Knowing when your proposals are opened, forwarded and downloaded helps you follow up at exactly the right time in the most appropriate way. Allowing your clients to sign your proposals online means you can strike while the iron is hot. Sending better proposals creates you a better business. Learn more about Better Proposals
Better Proposals helps you create your proposals faster, makes them look more professional and gives you all the tools you need to win the job as quick as possible. Knowing when your proposals are ope...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Built by industry experts, AroFlo is the most trusted field service software on the market. It automates businesses & transforms lives. Learn more about AroFlo
Built by a former tradesman, AroFlo has been turning around field service businesses since 2001. Our system was built for the cloud right from the start so it's fast, reliable and incredibly powerful. Everything you need can be accessed and processed using practically any mobile device, in any location. Scheduling, timesheets, job tracking, quotes, inventory, workplace safety, GPS tracking, document storage, invoices, customer payments, accounting integrations and more. Request a demo today. Learn more about AroFlo
Built by a former tradesman, AroFlo has been turning around field service businesses since 2001. Our system was built for the cloud right from the start so it's fast, reliable and incredibly powerful. ...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Verenia's product configurator provides simple and intuitive UX/UI, guides users through the process and results in more sales revenue. Learn more about Verenia CPQ
An all-in-one CPQ, CRM & Ecommerce solution for companies built for the manufacturing, wholesale, and retail industries. Trusted by brands like Yamaha, Lovesac, and Bennington Marine, Verenia's CPQ & B2B eCommerce products are built to grow with your business. Whereas most CPQ companies leave off at the product configurator, Verenia provides your business with a true omnichannel solution that will grow with the needs of your company. CPQ and B2B eCommerce built in one. Learn more about Verenia CPQ
An all-in-one CPQ, CRM & Ecommerce solution for companies built for the manufacturing, wholesale, and retail industries. Trusted by brands like Yamaha, Lovesac, and Bennington Marine, Verenia's CPQ & ...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Get work won, done and paid with the no-nonsense app made just for trades. Quotes, invoices, scheduling, payments click, click, done. Learn more about YourTradebase
Made for trades, by trades, YourTradebase is a super-fast, no-nonsense app that helps you get work won, done and paid. Write quotes and invoices, get customer approval, schedule work, take payments, manage teams, make notes and keep everyone in the loop, anytime, on any device. Its quick, its easy and it saves trades an average of a day a week on paperwork leaving you more time to grow your business and do the things you love. Take it for a spin with a free 30-day trial. Learn more about YourTradebase
Made for trades, by trades, YourTradebase is a super-fast, no-nonsense app that helps you get work won, done and paid. Write quotes and invoices, get customer approval, schedule work, take payments, ...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Streamline your business operations by changing how you quote and sell configurable products and services. Learn more about Configure One
Create unique configurations, calculate pricing, incorporate production data, send a quote to the customer, and secure an order from a single application. Companies large and small are making Configure One the cornerstone of their digital transformation to deliver value to their customers. Learn more about Configure One
Create unique configurations, calculate pricing, incorporate production data, send a quote to the customer, and secure an order from a single application. Companies large and small are making Configure...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Conga CPQ is designed to help companies configure, price and quote deals accurately, quickly, and easily. Learn more about Conga CPQ
Conga CPQ is the #1 enterprise multi-channel sales tool designed to help companies configure, price and quote deals accurately, quickly, and easily - Click the Button on the Right to watch our Demo. It handles simple to highly complex product & pricing configurations across all sales channels (field, telesales, partners, E-Commerce). It is part of a complete suite of, integrated applications that enable the Quote-to-Cash process: Contracts, Incentives, Billing and Order Mgmt. and E-Commerce. Learn more about Conga CPQ
Conga CPQ is the #1 enterprise multi-channel sales tool designed to help companies configure, price and quote deals accurately, quickly, and easily - Click the Button on the Right to watch our Demo. It...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Save time and money. Easy to use, fully scalable and surprisingly affordable cloud based print sourcing management system. Learn more about P3 Software
PURCHASING PRINT? MANAGING PRINT? BROKERING PRINT? The P3 System is an easy to use and affordable print management system. Designed by print experts to manage the print sourcing and buying workflow from initial job specification to project delivery including: RFQ's, supplier pricing, price proposals, vendor performance, communication tracking, deadline tracking and more, Also includes pricing analysis, project management and powerful custom reporting. Recognized globally as the best tech! Learn more about P3 Software
PURCHASING PRINT? MANAGING PRINT? BROKERING PRINT? The P3 System is an easy to use and affordable print management system. Designed by print experts to manage the print sourcing and buying workflow ...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Create and send winning proposals in minutes. Includes E-Sign and proposal activity tracking. Learn more about GleanQuote
Perfect for teams. Create and send winning proposals in minutes. Drag and drop proposal builder creates a professional, unique HTML page for every proposal that enables your customers to E-Sign anytime from any device. Automate reminders to your customers to sign your proposals. Track and get email notifications every time your customer views and signs each proposal. Use with GleanView's CRM or integrate directly with Salesforce. Learn more about GleanQuote
Perfect for teams. Create and send winning proposals in minutes. Drag and drop proposal builder creates a professional, unique HTML page for every proposal that enables your customers to E-Sign anytim...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
The document solution to streamline your communications and easily auto-generate, create, manage, and deliver stunning documents. Learn more about Windward Hub
Windward Hub is the document solution that empowers you to easily auto-generate, build, manage, and share documents across departments, and with prospects and customers. Windward Hub integrates with the tools you already use, like HubSpot, Microsoft Dynamics, other CRMs, and ERPs, so you can create stunning proposals, quotes, contracts, and more. Incorporate multiple data sources, close deals faster with automation, and eliminate mistakes with a centralized view. Learn more about Windward Hub
Windward Hub is the document solution that empowers you to easily auto-generate, build, manage, and share documents across departments, and with prospects and customers. Windward Hub integrates with th...
Beautiful cloud-hosted online accounting software for small business. Accessible anytime, anywhere. Take your free trial now!
Award-winning online accounting software designed for small business owners and accountants. Available on any computer or mobile device with an internet connection. Business finances and cashflow are updated in real time. Imports transactions from bank accounts. Unlimited user logins. Integrates with over 600 3rd-party business applications. Supports multiple currencies. Data is accessible through a single ledger, allowing accountants and clients to collaborate around finances.
Award-winning online accounting software designed for small business owners and accountants. Available on any computer or mobile device with an internet connection. Business finances and cashflow are u...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Keap's platforms, Lite, Pro, Max and Max Classic (formerly Infusionsoft) provide all-in-one CRM, sales, and marketing automation softwa
Grow your business with the all-in-one CRM, sales & marketing software for serious business owners. Our platform organizes your customer information and daily work in one place, freeing you up from repetitive tasks so you have more time to focus on growing your business.
Grow your business with the all-in-one CRM, sales & marketing software for serious business owners. Our platform organizes your customer information and daily work in one place, freeing you up from rep...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
The fastest, easiest, and highest value service management software to automate everything from first customer contact to getting paid.
mHelpDesk is the #1 easiest and most powerful software solution for your field service business, automating everything from first customer contact all the way to getting paid. We provide our customers with mobile and online tools that are unmatched in performance, reliability, and functionality. We've packed the best tools into one extremely easy-to-use and affordable package that requires no big upfront investment. And we have in-house product experts to get you up and running immediately.
mHelpDesk is the #1 easiest and most powerful software solution for your field service business, automating everything from first customer contact all the way to getting paid. We provide our customers ...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Jobber is perfect for home service providers who want to keep jobs on track and provide a seamless customer experience. Try it free!
Jobber keeps your jobs on track and your customers informed. Schedule jobs more efficiently, optimize routes, and send quotes and invoices by text. Give your crew the job details they need, see where they are, and get notified when a job is done. Send automatic payment reminders and take payments instantly in-person, online within 24 hours, or automatically every month. With a mobile app, free training, and simple setup, Jobber helps you save time while delivering 5-star service.
Jobber keeps your jobs on track and your customers informed. Schedule jobs more efficiently, optimize routes, and send quotes and invoices by text. Give your crew the job details they need, see where t...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Qwilr is a document design and automation tool for sales teams, including e-sign, analytics and smart integrations.
Create the perfect proposal, pitch, sales quote and more with Qwilr. Stand out from the crowd with Qwilr's easy to use page builder, extensive image and video library, designer-created templates and more. Add interactive quotes, e-sign, and automate essential sales tasks with integrations to your CRM and business software. Move conversations forward faster with page notifications and analytics on how the page is viewed.
Create the perfect proposal, pitch, sales quote and more with Qwilr. Stand out from the crowd with Qwilr's easy to use page builder, extensive image and video library, designer-created templates and...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
The app for small business. Schedule jobs, create quotes and invoices, complete OH&S forms and even take credit card payments.
ServiceM8 is for small service businesses with less than 30 staff. Powerful management of estimates, scheduling, invoicing, maintenance schedules, safety reports, customers & much more. Cut admin time dramatically by sending invoices directly into Quickbooks Online or Xero. ServiceM8 is simple to use, quick to get started and we have a free trial, so why not give it a go today?
ServiceM8 is for small service businesses with less than 30 staff. Powerful management of estimates, scheduling, invoicing, maintenance schedules, safety reports, customers & much more. Cut admin time ...
Sales Automation, eCommerce, Augmented Reality, eCommerce Marketplace, works online and offline! The premiere patented mobile solution!
The premiere (and Patented) #1 mobile Business to Business sales solution that allows you to bring your products with you no matter where you are, with or without internet access. View all of your products, customers, complete order histories, conduct inventories and sell/share your products from anywhere. Additionally, Sales Reps can access RepZio on ANY connected device with our revolutionary web app. With RepZio you can manage your business anywhere, anytime, on any device!
The premiere (and Patented) #1 mobile Business to Business sales solution that allows you to bring your products with you no matter where you are, with or without internet access. View all of your prod...
Proposify's the proposal software that gives you control and visibility into the most important stage of your sales process. The close.
Proposify is the proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and flexibility to dominate deals. Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. And deliver a seamless sign-off experience for your customers and prospects.
Proposify is the proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and flexibility...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
RFP360 develops RFP management software that transforms how organizations request information, respond to requests and connect.
RFP360 develops software that transforms how organizations worldwide request information, respond to requests and connect making RFP and similar processes far more efficient, effective, collaborative, consistent and repeatable for everyone. Our complete approach covers every angle, from knowledge management and response automation with answer intelligence (AI) to RFx development and vendor evaluation with heat map scoring. RFP360 also features workflow, collaboration, dashboards and reporting.
RFP360 develops software that transforms how organizations worldwide request information, respond to requests and connect making RFP and similar processes far more efficient, effective, collaborative,...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
ECI JobBOSS provides the necessary business software tools you need to keep your shop efficient, productive and profitable.
ECI JobBOSS is a job-based shop management software designed specifically for custom and mixed-mode manufacturers; it is an integrated quote-to-cash solution that offers complete visibility and control of a manufacturing business. Available as a cloud or on-premise software, each option offers flexible pricing models and monthly subscriptions, giving you the power to choose the best solution for your business. Dashboards show the business-critical information in real-time.
ECI JobBOSS is a job-based shop management software designed specifically for custom and mixed-mode manufacturers; it is an integrated quote-to-cash solution that offers complete visibility and control...
Cloud based custom manufacturing solution with quoting, business intelligence, employee management, and more.
ShopVOX is a comprehensive web-based, easy to use management solution for custom fabricators. Our solution includes everything you need to run your shop - sales lead tracking, quoting, work orders, purchase orders, job management and scheduling, online proof approvals, Quickbooks integration, business intelligence, online credit card payments through Authorize.net, and much more. Perfect for - Sign companies - Printing companies - Apparel companies - Custom manufacturers - Job shops
ShopVOX is a comprehensive web-based, easy to use management solution for custom fabricators. Our solution includes everything you need to run your shop - sales lead tracking, quoting, work orders, pu...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Top rated all-in-one solution designed for service businesses. Easily manage your jobs from when they come in until they are paid.
Whether it's residential call-outs or large commercial jobs, Fergus full-service job management software for trades and service businesses gives you all the tools you need to run a successful business. Built by a plumber, Fergus takes care of all the details from quoting, scheduling and invoicing through to managing your team and Health & Safety. With more than 10 million jobs already created in Fergus, our visual workflow can help you manage all of your jobs on the go, whether it's 3 or 300.
Whether it's residential call-outs or large commercial jobs, Fergus full-service job management software for trades and service businesses gives you all the tools you need to run a successful business....
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Proposable empowers your company to create, track, and sign all your proposals without the headaches.
Proposable empowers your company to create, track, and sign all your proposals without the headaches. From creating and sending trackable web-based proposals, to closing the deal with integrated eSignatures, Proposable automates the entire proposal process.
Proposable empowers your company to create, track, and sign all your proposals without the headaches. From creating and sending trackable web-based proposals, to closing the deal with integrated eSigna...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
A single platform for all your project management needs; from quotes to timesheets, job tracking, and costing, reporting and more.
A single platform for all your job management needs, used by 10000+ service businesses globally. See all your expenses in the job costing system and don't get stung with nasty bills. Instantly know how costs and invoices are stacking up in the job order costing system. See your estimated costs broken down into individual tasks. Measure actual costs as they come in, to see if your staff are quoting accurately. Get full visibility and view job profitability at a glance. Try it now for free!
A single platform for all your job management needs, used by 10000+ service businesses globally. See all your expenses in the job costing system and don't get stung with nasty bills. Instantly know how...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Online quoting tool that allows to accept quotes instantly, and integrates with Xero and QuickBooks Online.
Quotient is super-intuitive online quoting software that lets you create, send and manage your quotes. You'll save time and make more money with Quotient. Available 100% securely anywhere on the Mac, Windows and iPhone/iPad. Quotient seamlessly integrates with Zapier, Xero, QuickBooks Online, Insightly, Capsule, Highrise and MailChimp.
Quotient is super-intuitive online quoting software that lets you create, send and manage your quotes. You'll save time and make more money with Quotient. Available 100% securely anywhere on the Mac, W...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Inventory, order tracking, invoicing and reporting web app for medium-sized companies across multiple locations - incl. manufacturing.
Web-based inventory, order tracking, invoicing and reporting system for medium-sized companies across multiple locations - including production handling. See stock alerts, supplier availability & lead times. Track stock levels, cost, inventory value over time. Handle picking, serials, batches and barcodes, returns, consignment, dropshipping, internal transfers. Adopt Megaventory for successful management of your business and enjoy the user-friendly interface and comprehensive support!
Web-based inventory, order tracking, invoicing and reporting system for medium-sized companies across multiple locations - including production handling. See stock alerts, supplier availability & lead...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Take your company mobile, manage tasks, sales, quoting, work orders, maintenance, recurring contracts, timesheets, invoicing and more!
Take your company mobile, manage tasks, sales, quoting, work orders, maintenance, recurring contracts, timesheets, invoicing and more!
Take your company mobile, manage tasks, sales, quoting, work orders, maintenance, recurring contracts, timesheets, invoicing and more!...
Open source solution for all around business management from customers and orders to invoicing and inventory.
Open source solution for all around business management: Sales, Invoicing, Agenda, Stock, Purchase Orders, Emailing, Accounting, Expense report, Leave requests. Several hundreds of modules are available according to your need.
Open source solution for all around business management: Sales, Invoicing, Agenda, Stock, Purchase Orders, Emailing, Accounting, Expense report, Leave requests. Several hundreds of modules are availabl...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Invoice2go makes it easy to send invoices & estimates, accept online payments and manage your business. Free 30 day trial.
Send professional invoices and estimates with Invoice2go. Try it free for 30 days. Easily create and send custom invoices with a few clicks, accept payments online and manage your business at-a-glance with business insights reporting. Looking for more tools to run your business? Invoice2go also features appointment scheduling, time tracking, expense tracking and more. Try our newest profiles and review features to increase visibility online and earn customer trust.
Send professional invoices and estimates with Invoice2go. Try it free for 30 days. Easily create and send custom invoices with a few clicks, accept payments online and manage your business at-a-glanc...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
QuoteWerks is an easy-to-use quoting and proposal solution enabling companies of all sizes to streamline their sales process.
QuoteWerks is an affordable turn-key quoting and proposal solution with over 86,000 Users in 101 countries. What sets QuoteWerks apart is its 55+ integrations with CRM (such as ACT!, Autotask, ConnectWise, salesforce, MS CRM, Outlook and more), Accounting (QuickBooks and Sage 50), Distributors (Ingram Micro, Tech Data, Synnex, and more), FedEx/UPS, Leasing, Sales Tax, Dell, Cisco, HP, CDW, and more.
QuoteWerks is an affordable turn-key quoting and proposal solution with over 86,000 Users in 101 countries. What sets QuoteWerks apart is its 55+ integrations with CRM (such as ACT!, Autotask, ConnectW...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
For commercial subs and residential remodelers looking to run a more productive business. All-in-one solution with real-time insights.
For commercial subcontractors and residential remodelers only! Run efficiently, paperlessly, and with better insights on job performance than they ever had before. Offers both contract job and dispatch management tools. Syncs with QuickBooks. Features: Detailed job costing, project management, contract management, change order management, ACH/credit card payment processing, RFIs, scheduling, time tracking, progress invoicing, AIA-style billing, and more.
For commercial subcontractors and residential remodelers only! Run efficiently, paperlessly, and with better insights on job performance than they ever had before. Offers both contract job and dispatch...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
KashFlow Payroll online software includes everything you need for effective payroll in a small business
KashFlow Payroll includes everything you need for effective payroll in a small business. Pay monthly salaries and hourly wages from one place and easily update forms for employee, tax and insurance information. Easy to use online software. - Automatic Enrolment Made Easy - Every Payroll Essential - Automated processes - Effortless Payroll Management - Holiday Pay functionality
KashFlow Payroll includes everything you need for effective payroll in a small business. Pay monthly salaries and hourly wages from one place and easily update forms for employee, tax and insurance inf...
Leading insurance software single platform solutions including the cloud-based EZLynx Rating Engine and EZLynx Management System.
EZLynx provides a single platform solution to help independent insurance agents keep their competitive advantage. The cloud-based Management system, real-time rating engine, and agency website provide a seamless foundation to maximize your agency's potential. Increase your ability to retain current customers while acquiring new business for both personal and commercial lines of business.
EZLynx provides a single platform solution to help independent insurance agents keep their competitive advantage. The cloud-based Management system, real-time rating engine, and agency website provide ...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
The most intuitive, customizable and cost-effective customer relationship management (CRM) solution on the market.
1CRM enables businesses to create long-lasting customer relationships with the most intuitive, customizable and cost-effective customer relationship management (CRM) solution on the market. By focusing on a comprehensive and easy to customize CRM solution, 1CRM is putting tailored-fit CRMs within reach of businesses everywhere. 1CRM stands out for its inclusion of Order Management, Service Management and Project Management within its CRM framework - including timesheets and expense reports.
1CRM enables businesses to create long-lasting customer relationships with the most intuitive, customizable and cost-effective customer relationship management (CRM) solution on the market. By focusing...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Contracts, risks, insurance, claims, incidents, assets, workflow management software with integrations & dashboard reporting.
Contract, risk, claims, incident, compliance, & insurance management software, Web-based with features for document management, approval workflow, log history, document templates, email notifications, contact notes, date and time stamps, customizable reporting, and document version control. Fully hosted or self-hosted options available with private labeling and integration to your web site. Multiple currencies and multiple languages.
Contract, risk, claims, incident, compliance, & insurance management software, Web-based with features for document management, approval workflow, log history, document templates, email notifications, ...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Build and gain control of your field service business with an easy and complete platform that your entire team will love using.
FieldPulse is a fresh new way for field service business owners and managers to easily run their operations. With a focus on being ridiculously easy for the entire team to use both in the field and back in the office, FieldPulse ensures that you're in control of a professional, prompt, prepared, and profitable business. Control the job schedule, stay in touch with your crews and customers, and ensure the quality, word-of-mouth experience that your customers expect. It's an all-in-one solution!
FieldPulse is a fresh new way for field service business owners and managers to easily run their operations. With a focus on being ridiculously easy for the entire team to use both in the field and bac...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Enables discrete manufacturing and product innovation companies throughout the product lifecycle
aPriori is the leading provider of digital manufacturing simulation software. By leveraging the digital twin with our digital factories, aPriori automatically generates Design for Manufacturability (DFM) & Design to Cost (DTC) insights, helping manufacturers collaborate across the product development process to make better design, sourcing, and manufacturing decisions and create higher value products in less time.
aPriori is the leading provider of digital manufacturing simulation software. By leveraging the digital twin with our digital factories, aPriori automatically generates Design for Manufacturability (DF...
Create beautiful proposals without fighting software or digging through old files. Spend more time on clients, less time on proposals.
We've spoken at length with hundreds of successful consultants and agencies about proposals. Here's what we learned: Delivering proposals is a constant struggle with procrastination, overly-complex tools, and scattered organization. Nusii is designed from the ground up to help you create beautiful proposals without fighting software or digging through old files. Spend more time on your clients, and less time on proposals. We think you'll win more business that way.
We've spoken at length with hundreds of successful consultants and agencies about proposals. Here's what we learned: Delivering proposals is a constant struggle with procrastination, overly-complex to...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Save Time & Win More Bids with ProEst Construction Estimating Software
ProEst is the industry's leading cloud-based estimating and pre-construction management software, offering contractors new levels of process efficiency, information accuracy, and team collaboration. Our online platform combines CRM, cost estimating, digital takeoffs, bid-day analysis, and reporting in a single powerful solution -- all with 24/7 access from any computer or mobile device.
ProEst is the industry's leading cloud-based estimating and pre-construction management software, offering contractors new levels of process efficiency, information accuracy, and team collaboration. Ou...
Automates every step of the billing process. From invoicing, collections, to taxes, handle it all with a single solution!
Automates every step of the billing process. From invoicing, collections, to taxes, handle it all with a single solution!
Automates every step of the billing process. From invoicing, collections, to taxes, handle it all with a single solution!...
  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator

Quoting Software Buyers Guide

What is quoting software?

Quoting software helps organizations accurately and efficiently predict costs and make estimates. Quote management applications can distribute quotes across a business, enable automatic pricing based on historical data, and easily integrate data such as customer profiles, case-specific terminology, and sales tax rates. Many quoting system tools directly integrate with accounting tools, enabling the automatic conversion of price quotes to invoices.

The benefits of quoting software

  • Improve efficiency:  Quoting software collects and analyzes data from multiple sources, including cost databases, emails, customer relationship management software, and past projects to generate quotes and create proposals. These systems eliminate cash transactions by allowing managers to transfer and receive funds online, while dashboard and reporting modules let managers track business performance and take corrective action. All of these functionalities combine to improve efficiency across organizations.
  • Increase accuracy:  Quoting tool helps organizations create automated proposals, reducing the chance for and instance of human error. These systems often include multiple tools to facilitate such automation, including email tracking, proposal generators, and cost monitors, helping businesses quickly create quotes and swiftly respond to requests for proposals (RFPs). 
  • Brand building:  Quoting tool lets organizations send proposals that include customized logos, icons, and specific colors in line with their brand guidelines to ensure customers recognize their business. Consistent brand communication helps organizations build and maintain brand recall.

Typical features of quoting tool

  • Contact management:  Create and maintain contact records.
  • Quote/Proposal creation:  Create professional-looking, branded proposals and maintain a central repository of previous proposals. 
  • Third-party application integration:  Integration with related third-party applications (e.g., CRM software, sales automation software, accounting software) to reduce data re-entry and improve workflow efficiency. 
  • Automated quoting:  Automatically generate rule-based quotes for clients based on their requirements, stock availability, and supply and demand rates. 
  • Discount management:  Configure rules for discounts based on amount/quantity ordered. 
  • Pricing management:  Create rule-based pricing for stocks and manage prices according to changing demand.

Considerations when purchasing quoting tool

  • Integration with other solutions:  Bid professionals need quoting tool that can seamlessly integrate with their existing software and tech tools to accurately predict costs and generate quotes accordingly. The quoting system must be able to transfer and receive data from third-party solutions, such as cost calculators, bid estimators, predictive analytics, and dashboard solutions. Software buyers should only shortlist quoting solutions that integrate with their existing systems. 
  • Affordable cloud deployment:  Cloud computing has transformed the technology landscape, and more and more vendors are moving their software infrastructure to the cloud. By adopting cloud-based deployment, users can reduce capital expenditures and obtain better asset security on a limited budget. Small businesses without sizable software budgets should shortlist quoting software options that don't exceed budgetary constraints. 
  • Conversational bots will transform customer support:  With mainstream adoption of chatbots and conversational technology, the rules of customer engagement will continue to transform. According to our research , almost seven out of ten small businesses are currently using or plan to use conversational technology within the next few years. As conversational customer support bots continue to become more popular, expect quoting tool vendors to take notice and begin offering such features. 
  • Predictive analytics and artificial intelligence (AI):  Improvements in data management and data processing technology have enabled organizations to create machine learning algorithms that accurately predict the cost of goods sold and forecast sales. Expect this adoption to expand, as according to our research , 50% of businesses are interested in implementing AI tech within the next two years.