Use the comparison tool below to compare the top Quoting software on the market. You can filter results by user reviews, pricing, features, platform, region, support options, integrations, and more.
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ConnectWise CPQ
ConnectWise
309 RatingsConnectWise CPQ (formerly ConnectWise Sell) automates the process of obtaining professional quotes and proposals for IT solution providers. ConnectWise CPQ offers many tools that enable IT solution providers to save time and offer more value. Top features include professional proposal or quote templates, product catalog and sourcing, workflow automation, sales reports, and integrations to best-in-breed software like Cisco, Dell and HP. Building detailed sales quotes is time consuming, potentially costing your sales team hundreds of hours per week. ConnectWise CPQ™ (formerly ConnectWise Sell) brings order building complex quotes and proposals through custom templates, automated sourcing, and seamless PSA integration. -
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Configure One Cloud, a Revalize, accelerates sales cycles, streamlines business processes, and drives efficiency with its leading CPQ solution. With over 20 years of manufacturing industry expertise, it enables the creation of unique product configurations, real-time pricing calculation, production data integration, and secure order placements all within a single application. Optimize your manufacturing and sales with Configure One Cloud's advanced CPQ system, tailored for complex product configurations and global scalability. Proud to be part of Revalize, a leader in CPQ, PLM, and design solutions that provide a more efficient route from idea to cash. Helping more than 15,000 customers worldwide to better design, model, develop, and sell $100B in products annually. Join hundreds of manufacturing leaders who are making Configure One Cloud the backbone of their digital transformation. Wherever your business journey starts, greater outcomes start with Revalize.
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Pylon
Pylon
$4 per project 25 RatingsPylon's intuitive design software allows you to create accurate proposals from anywhere, in less than 2 minutes. Pylon is the only software that allows you to view high-resolution imagery within your app. Pylon's award winning 3D Solar Shading toolkit helps you identify and track shading impacts throughout the year. Pylon's load profile analysis and interval data analysis will help you and your team to better understand customer consumption patterns. Analyze load profiles & interval data. You can close more solar proposals by using interactive Web & PDF proposals and native eSignatures. Fully integrated solar CRM that integrates with your solar design software to convert proposals. Pylon Solar CRM offers 2-way SMS and email communications, team management, lead management and pre-made deal pipelines. -
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AI Docs
AI Docs, Inc.
Free Plan Available 15 RatingsAI Docs contract automation software enables small and midsized organizations to easily generate, sign, and manage contracts and sales documents. Let AI Docs help you get control of your contracts in order to save labor, improve quality, and boost income. With the AI Docs contract lifecycle management (CLM) software, rules and logic guide users through contract configuration and creation. All necessary data is captured, all required clauses are incorporated. No errors are introduced, no ‘leftover’ or inappropriate information is included. This unique rule-based approach empowers less contract-knowledgeable employees and partners to configure and create contracts while ensuring accuracy and eliminating bottlenecks. AI Docs, Inc. is a veteran-owned, Chicago-area company. Our AI Docs product automates the creation of contracts and sales documents such as proposals and return on investments (ROI). We strive to be the most accommodating software company that our customers work with. -
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Call today to start a free 14 day trial: 877-596-1349 Housecall Pro supports professionals with all aspects of their daily workflow, including: job scheduling, customer database, invoicing and payment processing, technician dispatch, and much more. It is also fully integrated with access to the Housecall consumer booking app. Housecall Pro is a full-service tool that enables service professionals to run their entire business on their smartphone and complimentary web portal. The app is offered at a competitive low cost and supports service professionals with all aspects of their workflow, including: QuickBooks Desktop & Online integration, job scheduling, customer database, invoicing and payment processing, technician dispatch, and much more. It is also fully integrated with access to the Housecall consumer booking app.
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Control your entire business from one place Manage your entire project lifecycle, from sending quotes to collecting invoices. By having sales, delivery, and financial information combined - you’ll have a complete overview of results and progress in real time. Plan and forecast your resources Know when to bring in more work and spot resource shortages before they happen. Make proactive decisions on outsourcing or hiring. Balance your team’s workloads - no more burnout for some while others sit idle. Make sure you’re profitable Completing your projects is important, but what truly matters is whether your company is making money. Understand which clients, projects, services or teams are profitable and which are eating into your margins in real time. Know when to work more efficiently, charge more or cut costs. Collaborate where work happens Access every file and conversation in the correct context - whether it’s a customer, a project or a task. Stop spending time on status updates and chasing documents. All information is just one click away at all times.
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Rev.io PSA
Rev.io
97 RatingsAre you fed up with not having enough time, money and resources to grow your business. Rev.io PSA (formerly Tigerpaw One) is a great way to take your technology services company to the next level without having to hire staff. Are you fed up with multiple systems that don’t communicate with each other? You no longer need multiple resources to accomplish your goals. Rev.io PSA can help you automate your business and streamline your operations. Are you fed up with losing money due to poor asset tracking? You don't know what's on your shelves, trucks, warehouses, at your customers' offices, or on your trucks. Are you fed up with not being able to collect on all your billable hours? Your profitability is dependent on how well your techs do their jobs. Labor is one of the biggest expenses. You can instantly view their work log, efficiency rates and even a snapshot about their billable hours with a tap of the finger. -
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Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget. Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.
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P3 Software
16 RatingsP3Source is a cost-effective, and user-friendly print procurement and resale platform, meticulously designed for corporate, educational, and non-profit print buyers. P3Source also offers features for brokers, print management firms, inplants and print manufacturers to manage and resell work. Crafted by industry-savvy print enthusiasts, P3Source operates as an efficient print procurement management system, revitalizing the conventional 'Bid and Buy' RFQ process commonly used in the Printing and Marketing Services Industry. As a project management hub, P3Source capably handles dozens of simultaneous projects, bringing together all the details, files, approvals, notes, and historical data in one easy-to-search place. It archives completed projects for future access and detailed reporting. P3source's web portals tie together the supply chain. Customers can submit requests, approve projects and upload production files. Suppliers can effortlessly submit quotes, accept orders, post shipment data, and even present their invoices. This streamlined approach ensures quick, hassle-free transactions for all parties. Celebrate the future of print management with P3Source - easy, efficient, and made with you in mind. -
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PSOhub
PSOhub
$12.50 per user per month 92 RatingsYou can create standalone projects easily or use your favorite CRM to do it in one click. All project details are available at a glance. You can also plan your resources using built-in Gantt charts. You can assign tasks, visualize progress of projects, increase team collaboration, reduce waste, and break down projects into organized tasks. PSOhub's Task Manager allows you to eliminate spreadsheets and make everything online. Self-driving time tracking allows you to bill clients more accurately and spend less time on timesheets. PSOhub makes it possible to stop making assumptions about resource allocation. Real-time insight allows you to manage your team and see what is ahead. PSOhub automates the invoicing process by automatically entering data. It's never been easier to bill clients and get paid. -
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PrintSmith Vision
eProductivity Software
$0 179 RatingsPrintSmith Vision is the affordable print management solution that understands and automates print operational processes in franchise shops, small print shops, print-on-demand, and in-plant facilities. • Powerful estimating • Point-of-sale capabilities • Account management • Production management • Accounting and sales analysis tools Full business reporting capabilities provide real-time analytics that allow you to identify productivity and job costing. - Estimating and quoting: Get estimates quickly, accurately, and right the first time. With PrintSmith Vision you can generate estimates for all of your jobs, from business cards and letterheads to complex projects. This solution provides multi-bidding capabilities for up to forty different quantities, invoice templates, and estimates history. - Financial management: Customizable reporting, enabling your organization to automate the management of your job costing, invoicing, purchase order management, and accounts receivable operations and provide an improved buyer experience. In addition, email enablement for invoices and other customer communications reduces postage requirements and provides timely information to customers. -
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SAP Business ByDesign is an affordable, easy-to-use enterprise resource planning system (ERP) specifically designed for fast-growing small to mid-market businesses and subsidiaries of larger companies. From financials and inventory to customer relationship management and human resources, SAP Business ByDesign integrates all major aspects of your business for end-to-end visibility, added efficiency, and improved operational control. By serving as the nerve-center for your business, with all data flowing into a single, centralized system, SAP Business ByDesign enables real-time data access for faster, complete, more nimble decision-making. SAP Business ByDesign comes with workflows and best practices that help your business run operations more efficiently from Day 1. It also scales with your business, so you don’t have to change systems as you grow. Some of the key features of SAP Business ByDesign: Integrated system architecture that manages all your company dataSAP Business ByDesign Complete operational visibility and control End-to-end business process automation Precise real-time reporting and analytics Customization for business and industry-specific requirements Secure data access anytime, anywhere
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EASA
EASA
Contact Vendor 15 RatingsEASA has a unique approach to deploying existing, Excel spreadsheet-based tools as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers as well as subscription based applications (SaaS). Unlike competing solutions, sophisticated spreadsheets with VB, macros and add-ins can be deployed with EASA. Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote), reporting, financial analytics, engineering calculations, and many more. Your existing spreadsheet becomes the “engine” for the web app, eliminating any need to extract the logic and reprogram in a separate solution. Before committing to lengthy and risky development projects, or transferring all your Excel logic into commercial solution, have a look at EASA. Customers include companies such as AIG, Voya, HP and Caterpillar and is well worth exploring further. -
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Tall Emu CRM
Tall Emu
$65 AUD per user per month 33 RatingsTall Emu understands that business owners and managers struggle to stay organized, keep track of all the happenings with customers, follow-up leads, know the status of projects, and what staff have done. That's why Tall Emu CRM software was created. It is an affordable alternative to expensive ERP. The best in class inventory management features of an expensive ERP system. This software also empowers your sales team to quickly quote at lightning speed and close more sales. If you want to keep track of your leads and nurture them into customers, managing your sales pipeline is essential. It is simple to use and powerful. Our online quote generator makes it easy to create professional quotes. You can add images, videos, links, and groups to your quote. Send it to customers via email or SMS so they can view it online. A map allows you to view customers, leads and projects. Visualize your sales territory and find the best opportunities immediately. Filter opportunities based upon your location and your schedule. -
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Yodify is your complete B2B quoting & e-commerce solution. Access the Yodify Library to populate your catalog extremely quickly with ready-to-use products, built to manufacturer specs from thousands of brands . Focus on catalog curation, not creation, our Data Team is on deck to build products you need if they're not already in the Yodify Library. Yodify Sites (Satellite Sites) are designed to serve as an extension of your existing web presence, letting your clients move seamlessly into a modern easy-to-use digital catalog with complete (optional) e-Commerce. Let your clients self serve with configurators, filters, product compare, documentation, specifications & more. Looking to overhaul your whole website? No problem, Yodify has more than enough capability to replace your entire web presence with a stunning, highly performant site. Book a commitment-free demo of your own Satellite Site complete with your corporate identity, brands & products today and we'll walk you through the countless ways Yodify can help you grow your business.
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BlueSnap's All in-One Accounts Receivable Automation solution is the best rated software solution for payment processing, billing/invoicing, recurring billing, and subscription management. Billing and Invoicing: Create stunning invoices using our powerful invoice editor, which is integrated into your accounting system. You can create a customer portal and allow automatic charging, payment collection, late fees, and payment collection. BlueSnap offers subscription management and recurring billing for fast-growing companies worldwide. You can enable trial periods, manage subscriptions, and prorate subscriptions. Payment Processing: BlueSnap can integrate with all types of payment solutions, including credit card payments, ACH and SEPA, as well as wires. We can handle partial payments, automatic failed payments retry, or automatic payment recovery.
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Zoey allows wholesale and B2B businesses to place orders online from any device, anytime, anywhere. A mobile app can be used to capture orders, create sales quotations and search for product/pricing information. Your buyers can place orders online through a self-service portal. Our seller features include quote generation, customer groups and access restrictions. We also offer quick order capabilities, multi-theme support and a mobile app. Self-service buyer tools include order status, account maintenance, reordering and order status. Zoey is made up of three components. Zoey Web provides a self-service ordering option to your customers, either via a public website or internal order portal. Zoey App allows salespeople the ability to sell online or in person. Zoey Admin is a web-based backend that allows you to create and manage orders, products, customers, and other information.
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Followup CRM is a simple CRM for sales and project management that's designed for construction companies. It will provide visibility into your team's activities, allow you to report on your progress internally and open up channels of transparency for collaboration between teams. This CRM will give you everything you need to make your business a success. Convert won opportunities into projects seamlessly, without losing any data. Track milestones, manage processes and integrate with other systems to ensure timely delivery and happy customers. Every business knows that winning a client is just the beginning. Customer relationships are only as good as the people who work together to deliver the product or service.
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LOCATE is a cloud-based inventory management and order management system that can be scaled to meet the needs of product-based businesses. LOCATE offers the power of an ERP system in the mid-market, from basic warehouse tasks like kitting, barcoding and tracking to more advanced workflows such as drop shipping, outsource production and wave picking. LOCATE is the ideal solution to inventory-based businesses looking for growth. LOCATE is flexible and intuitive software that was designed with the end user in mind. LOCATE's superior customer service is what sets it apart. Our customers aren’t just buying software; they are also partnering with a team that will help them succeed.
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Envoy B2B is an eCommerce and wholesale content platform that recognizes that people are the most important aspect of your B2B. We place the emphasis on what is most important - your team. One destination for all. A digital catalog, order destination and rep enablement platform that empowers wholesale teams to support their retail customers and grow. Are you looking for content to engage your retailers as well? Envoy B2B Studios can bring modern go-to-market content production to your brand. We offer high-volume product photography, 360deg videos spins, 3D scanning and custom/lifestyle photography. Video capture/editing, interactive media creation, animation, and many other services.
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Sculptor CPQ
Twistellar
Free 1 RatingTo avoid errors when configuring complex products, create dynamic product bundles. To automate condition-based pricing, you can set up pricing rules and discount schedules. You can also apply special terms to your customers and get their approvals. Create PDF quotes using configurable templates. Sign off deals, negotiate terms, and automate recurring quotes. All pricing and configuration rules are visible. This will allow you to see exactly how the price was calculated. Automatic configuration of bundles and quotes. You can configure conditional adding/removing products at the quote level, and not just for bundles. -
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Better Proposals
Better Proposals
$19 per month 1 RatingBetter Proposals makes it easy to create, track, send, and sign business documents in a matter of minutes. It comes with over 200 pre-written templates for proposals, contracts and sign-offs. You can automate your entire sales process using the 40+ integrations. -
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A single platform allows you to build a business that is world-class. Systum allows you to manage inventory and sales from one software application. You can then transform your wholesale distribution business into an extremely profitable enterprise by leveraging the power of real-time customer data.
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Manavate, a cloud-based management system, makes it infinitely simpler to manage your business. You can say goodbye to wasted time on emails and phone calls that often lead to chaos and a loss of efficiency. Register for a free trial to enjoy all that Manavate offers.
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Revv allows businesses to stand out among their competitors by allowing them to work quickly and with brand consistency. It's the perfect wingman to help entrepreneurs realize their dreams of owning a business. Its intuitive user interface and more than 1000 pre-formatted templates allow users to be self-powered, without the need for any code or special skills. You can concentrate on your job by having all documents organized in one place. Revv's machine-learning capabilities allow you to efficiently navigate and analyze complex counter-party files and reduce dependence on experts. Integrate with Zapier to integrate with CRM and payments systems, or connect to Google Sheets to import data into documents. Key features Pre-formatted templates available in over 1000+ formats Easy to use document editor Smart document repository that supports attachments Integrate apps via Zapier, native APIs Fill out documents and have them eSigned
Overview of Quoting Software
Quoting software is a type of software that allows businesses to generate quotes quickly and accurately based on specific criteria. It can be used in any industry, from manufacturing to services, as a way to create estimates and bids for various projects or tasks.
The most common type of quoting software is web-based, allowing customers to request a quote online or through an automated system. With the customer's input, the software then generates an estimate with all the details needed for creating an accurate bid. The pricing structure is usually customizable so that it can be tailored to fit the needs of each individual project. Quoting software also offers features like easy-to-understand format options, customer history tracking, and integrates seamlessly with existing customer databases.
The biggest advantage of using quoting software is time savings—creating precise quotes takes significantly less time when done digitally rather than manually. That’s why many companies are turning to these platforms when looking for efficient quoting processes. Additionally, by automating this process they can reduce human errors that lead to inaccurate results or missed deadlines. With proper implementation and use of a good quoting system, businesses can increase their competitiveness while remaining profitable at the same time.
Overall, quoting software provides businesses with a wide range of advantages such as cost savings through improved accuracy and faster turnaround times on projects. By streamlining the entire process of generating quotes—from requesting customer input to providing detailed estimates—businesses can see great returns on investment in terms of increased efficiency and profitability while simultaneously delivering better customer service experiences as well!
Why Use Quoting Software?
- Automation: Quoting software is designed to automate the most tedious components of creating quotes, such as manually calculating calculations or entering customer data. This automation also speeds up quote creation, so you can create quotes more quickly and accurately.
- Accurate Pricing: With quoting software, businesses have access to accurate pricing information while they’re creating quotes. This means customers get accurate information about product costs and features right away. Additionally, the integrated price comparison option allows users to compare prices across different suppliers easily, making sure they get the best deal on their purchase.
- Elimination of Human Errors: Creating quotes by hand can cause a lot of human errors which can lead to overbilling customers or undercharging them for products or services offered. With quoting software, these issues are automatically avoided as it eliminates all sorts of manual errors from occurring during the quote creation process by providing automated solutions for generating standard quotations with correct pricing information in place quickly and accurately every time without the manual effort involved.
- Improved Efficiency: Quoting software streamlines the entire quotation process and saves a lot of productive hours from being wasted that was earlier spent in manually drafting documents filled with product details before discussing it with customers or preparing sales orders it at later stages in business processes.. By utilizing automated solutions like this one user can not only reduce cost but also improve the efficiency of operations across departments where employees work on database entries and other related tasks throughout the day.
- Customer Satisfaction: A major benefit that comes with using quoting software is improved customer satisfaction levels since customers receive accurate prices straight away in either printed or digital format based upon various standards specified by the company itself making the whole ordering process much easier & faster than ever before.. Not only this will help build trust among incoming/existing clients but will also make sure that they return back again whenever necessary without any hesitation whatsoever.
Why Is Quoting Software Important?
Quoting software is an invaluable resource for businesses. Quoting accurately and efficiently can be the difference between success and failure when it comes to landing a sale. With quoting software, businesses are able to quickly and easily generate competitive, accurate quotes with minimal effort.
When done properly, quoting software ensures that companies are quoting the right price for their services or products. Without this type of software, it can be difficult to ensure that all of a company's pricing is up-to-date based on changing market conditions and customer demands. Quoting software allows businesses to stay competitive while also being confident they’re providing customers with accurate estimates of what they will be paying for their purchase.
Being able to provide existing clients with updated quotes without having to manually revise them every time also saves valuable time and resources for any business. It means less time spent pouring over complicated spreadsheets trying to make sure prices are up-to-date and more time spent focusing on other aspects of running a successful business. This reduces manual errors, which in turn leads to satisfied customers who know exactly what they're getting from the outset – no surprises!
Further still, good quoting tools allow users to customize quotes based on individual client needs or product specifications —even making suggestions about additional items a customer may like as part of their order based on past purchases— thus ensuring every customer receives a personalized experience tailored specifically for them. This provides extra convenience as well as an opportunity to increase sales by up-selling related products or services at the same time as offering precise quotes.. All of this adds up to improved efficiency and maximum profitability overall which should be music to any business owner’s ears!
Features of Quoting Software
- Quote Templates: Quoting software often provides the ability to generate quotes using templates. This allows users to quickly and easily create a detailed, customized quote. The template will usually feature all the necessary information such as details about the services offered, pricing, payment terms, and more.
- Document Automation: Quoting software can help automate the document workflow for the customer by pre-populating fields, maintaining customer account information, and creating documents with the click of a button. This helps streamline the process and reduce manual effort associated with creating custom quotes.
- Lead Generation: Quoting software can be used to generate leads by requesting customer contact information before allowing them to view a quote. This feature makes it easy to capture lead data and track leads over time.
- Collaboration: Collaboration tools allow multiple parties, such as sales reps and customers, to discuss, review, and negotiate quotes in a secure and organized environment. This helps ensure all parties are on the same page and can come to an agreement without any confusion.
- Reporting and Analytics: Many quoting solutions offer reporting and analytics features so organizations can track the performance of their quotes over time. This allows users to gain valuable insights into their quoting process and make any necessary adjustments.
What Types of Users Can Benefit From Quoting Software?
- Purchasing Managers: Those responsible for buying products or services to ensure cost-effectiveness and support the needs of their organization can benefit from quoting software by quickly creating accurate and consistent quotes that are easy to review.
- Business Owners: By leveraging a quoting software, business owners can streamline the quotation process, improve customer service, and easily track key data points such as sales history, pricing trends, and customer profiles.
- Sales Professionals: Quoting software helps sales professionals save time and resources by automatically generating personalized quotes with accurate pricing data using up-to-date information. This increases efficiency while enhancing accuracy in the sales process.
- Customer Support Agents: The ability to quickly generate a detailed quote helps customer support agents improve response times without sacrificing accuracy when addressing customer requests.
- Designers & Engineers: Designers & engineers who need to include complicated parts in their work can easily configure part drawings with precision using a quoting platform which would be impossible with manual calculation methods.
How Much Does Quoting Software Cost?
The cost of quoting software can vary depending on the specific features and functionality required. Generally speaking, pricing for quoting software usually starts at a few hundred dollars per month and goes up depending on the size of your business, the number of users, the features you need and any customization.
For small businesses or startups looking to get started quickly, less expensive subscription plans may be available that include basic functionality such as creating quotes in real-time, customer onboarding workflows and automated communication. Additionally, some vendors offer freemium versions of their software with limited usage options so you can test out the product before committing to a paid option.
For larger companies with more complex needs, more expensive subscriptions could be necessary which come with additional features such as advanced analytics capabilities to monitor customer trends and streamline processes even further. Many vendors also offer one-time license fees for enterprise users who don't want to commit to long-term contracts without trying out their services first.
In terms of implementation costs, most providers offer training and onboarding assistance along with access to customer service teams if needed. Additionally, many vendors will allow for custom integration into existing systems which can incur additional fees based on the level of complexity required for successful setup. Ultimately it's important to compare plans from several different providers in order to find an option that fits your budget while providing all the features needed for efficient quote generation.
Risks To Consider With Quoting Software
- Users may be unaware of changes in regulations, industry trends and product offerings which could result in inaccurate or incomplete quotations.
- Software failures can cause customers to experience unexpected delays or disruptions in the quoting process.
- Inaccurate assumptions embedded within the quotes may lead to customer dissatisfaction if they are not corrected before finalizing quotation documents.
- Software errors may also lead to overcharging or undercharging customers, resulting in a loss of potential revenue or profits for companies that use quoting software.
- If security measures are not up to standards, unauthorized parties could gain access to sensitive customer data through the quote request process which could put both customers and businesses at risk for identity theft and other types of fraud.
Quoting Software Integrations
Quoting software can integrate with many different types of software to improve efficiency and accuracy. For example, quoting software can be integrated with customer relationship management (CRM) systems to quickly pull up customer information. Quoting software can also be integrated with accounting and inventory system to automatically calculate accurate pricing that includes discounts or taxes. Additionally, web-based ordering portals can be linked directly to the quoting software for customers to place their order which streamlines and simplifies the process for both parties. If a company is using a third-party logistics provider, then they may choose to integrate the quoting system with this provider's platform as well. Ultimately, any type of business software that needs pricing or inventory data managed in an efficient manner could potentially benefit from integrating with quoting software.
Questions To Ask Related To Quoting Software
- How easy is the software to use and learn?
- Does the software integrate with existing workflows, processes, or applications?
- What kind of support does the vendor offer?
- Is there a trial period available if applicable?
- What are the pricing plans and models available from the vendor?
- Is there any documentation available for information on features, best practices, and training resources?
- Are there any customization options for specific business needs?
- What security measures have been implemented in place to protect customer data and ensure compliance with regulations such as GDPR or SOC2?