Quoting Software
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Compare the Top Quoting Software of 2021
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Quoting Software Guide
Quoting software provides organizations with the tools to improve and speed up the process of calculating and estimating costs and prices. Compare the best Quoting software currently available using the table below.
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1
ConnectWise Sell
ConnectWise
ConnectWise Sell is a professional quote and proposal automation software for IT solution providers. ConnectWise Sell offers a wide range of tools that enables IT solution providers to save time, quote more, and win big. Top features include professional quote or proposal templates, product catalog and sourcing, workflow automation, sales reporting, and integrations with best-in-breed solutions like Cisco, Dell, HP, and Salesforce.
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2
eRep CPQ
BCA Technologies
eRep CPQ (configure price quote) software empowers manufacturers and distributors that need to simplify their complex quote-to-order processes with a modern cloud platform. eRep enables sales teams to accurately quote faster and sell smarter while accelerating growth with faster sales rep onboarding, enhanced business intelligence, and improved customer experience. eRep functions as an independent bridge between your CRM and ERP while remaining platform agnostic - meaning you don't have to use a specific CRM or ERP to take advantage of eRep's CPQ capabilities. From guided selling to multi-channel sales management, eRep can help you onboard new reps faster, follow up on sales activities, and give managers meaningful insights into your sales pipeline - even from independent reps! eRep goes beyond traditional CPQ by incorporating selection software and quote-specific product document generation - including technical drawings - making it an ideal choice for manufacturers!
Starting Price: $75/user/month -
3
Zigaflow
Zigaflow Ltd
Produce attractive quotes in seconds using Zigaflow Quotation Software. Automate your quoting and sales processes - speed up, reduce mistakes and save time. Zigaflow's Quotation Software allows you to send out quotes quicker than ever before. Produce attractive quotes with your branding, product images, and specification documents automatically added. Save your sales team time by using scheduled emails to automatically chase quotes. Use the built-in CRM to store your clients. Create and send invoices from quotes in seconds. Run your business from the office or remotely with staff easily able to access the system from their homes. Create and send personalized, professional, and attractive documents using the starter library of PDF templates, or create your own to match your business branding. You have complete control of how your documents look. Include your logo, T&C's, information about your company or product.
Starting Price: $35 -
4
Odoo
Odoo
Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed 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 companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible.
Starting Price: $12.00/month/user -
5
EASA
EASA
EASA enables customers to blend the agility and flexibility of Excel, with the convenience and security of a low-code platform. EASA 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. Even sophisticated spreadsheets with VB and macros 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. If your company has made a significant investment into an Excel-based tool such as CPQ calculators, insurance raters, engineering or scientific calculators, then EASA is the obvious solution.
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6
HouseCall Pro
Housecall Pro
Run your home service business more smoothly with Housecall Pro. A cloud-based field service management app, Housecall Pro helps service professionals automate their business processes and workflows to increase efficiency and productivity. Housecall Pro makes it easy to schedule, dispatch, estimate, invoice, accept credit cards and get booked online by customers.
Starting Price: $49.00/month -
7
LOCATE Inventory
New Tack Inc.
LOCATE is a scalable, cloud-based inventory and order management solution designed to help product-based businesses succeed in the mid-market. From warehouse basics, such as kitting, barcoding, and tracking, to advanced workflows like drop shipping, outsource manufacturing, and wave picking, LOCATE brings the power of an ERP system to the mid-market. LOCATE is the ideal solution for inventory-based companies looking to grow. Designed with the end-user in mind, LOCATE offers powerful features within a flexible, intuitive software. Above all, our superior customer service is what sets LOCATE apart; our customers aren’t just purchasing software, they are partnering with a team who will help them succeed.
Starting Price: $100/month/user -
8
Fergus
Fergus Software
Fergus is an innovative cloud-based Job Management software that facilitates the essential task required to run a trade-based operation. Intended to work for an individual professional or teams, the platform offers a full workflow organizer from quoting to invoicing and everything in between.
Starting Price: $40.00/month/user -
9
Armatic
Armatic
Armatic is the highest rated software solution for Payment Processing, Billing/Invoicing, Recurring Billing and Subscription Management. Billing and Invoicing: Create beautiful invoices with our powerful invoice editor synced into your accounting system. Provide a customer portal, automatic charging, payment collection, and apply late fees. Recurring Billing & Subscription Management: Armatic provides enterprise-class subscription billing management for fast-growing businesses worldwide. Enable trial periods, manage plans, or prorate subscriptions. Payment Processing: Armatic is processor agnostic and provides integrations to all types of payment solutions from credit card payments, ACH, SEPA to wires. We handle partial payments, automatic failed payment retry, and automatic payment recovery. Finance Team dramatically reduce outstanding AR with Armatic. Sales teams close more deals, and customer success teams improve customer satisfaction scores with Armatic.
Starting Price: $35/user/month -
10
Flowlens MRP Software
Flowlens
Flowlens is cloud manufacturing CRM and MRP software for Small - medium sized manufacturers and dealers of equipment, machinery, plant and industrial systems. Flowlens gives you - one place for your business - sales, inventory, purchasing - production, profitability - after sales service and asset history - CRM / Supplier management - tasks, uploads, email tracking - automatic document creation Flowlens links to Xero, Quickbooks Online, Sage 50 and Kashflow accounts packages, enabling data to be seamlessly transferred without manual rekeying. Flowlens customers typically migrate away from manual repetitive processes, spreadsheets and hours of effort, to enjoy savings of a day a week or more per person. Visit our website to watch case studies and view a full demo webinar video. Manufacturers and dealers wishing to learn more can avail of a free trial for 2 weeks, with expert help included. Flowlens also provides expert implementation and training packages.
Starting Price: $149 per month -
11
PandaDoc
PandaDoc
Create and manage all kinds of business documents with PandaDoc document management software. Powerful, integrated, and secure, PandaDoc lets business users create, send, track, and eSign documents quickly and easily. Whether you're looking to manage organizational documents such as proposals, quotes, contracts, HR documents, and more, PandaDoc can help you get things done.
Starting Price: $19.00/month/user -
12
Keap
Keap
Find out how Keap helps you get organized, automate daily tasks and close more leads. Keap, the all-in-one CRM, designed for small business owners. The smarter way for small businesses to do great work. Keap organizes your client information & daily work in one place, freeing you up from repetitive tasks. All new and existing leads are in one place. All of your client information is accessible anywhere, 24/7. Take the friction out of winning work with hassle-free scheduling and easy quoting. Get out of bill collecting and get paid faster by tracking outstanding invoices. Deliver the kind of service that earns you referrals, leading to long-term relationships (and business).
Starting Price: $79 per month -
13
Qwilr
Qwilr
Make ridiculously good-looking sales and marketing documents that help you save time and win more work with Qwilr. Trusted by thousands of businesses for beautifying their communications, Qwilr is for innovative and forward-thinking teams. It is an interactive and mobile-friendly platform that lets teams rework sales and marketing collateral, such as quotes, proposals, pitches, and documents, into stunning web pages. Qwilr also offers users the ability to embed videos, maps, surveys, spreadsheets, and more, to their documents.
Starting Price: $49.00/month -
14
Cin7 Inventory Management
Cin7
Cin7 is a web based inventory system that helps businesses manage their inventory anywhere, in real time. Suitable for omni-channel retailers and wholesalers, Cin7 integrates cloud inventory, Point of Sale, warehouse management, B2B ecommerce, 3PL, and direct EDI, in one robust platform. Cin7 also features seamless integrations for Shopify, Magento, Xero, Amazon, Ebay and more.
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15
Invoice2go
Invoice2go
Invoice2go is a mobile-first intuitive Invoicing Manager that strives to help small business owners get paid faster. With powerful features that include Pre-set Invoice Templates, Expense Tracking, and Payment Portal, users can quickly submit Estimates and Invoices to prospective and current clients. Receiving users can access any send document from a web-based or mobile device to view, accept and submit payment. Just like that.
Starting Price: $25.00/year -
16
WorkflowMax
Xero
If you're looking for a feature-packed yet affordable solution to help you supercharge project profitability, choose WorkflowMax. A cloud-based online workflow and job management product by Xero, WorkflowMax offers a comprehensive set of features loved by more than 10,000 businesses. These include quoting, time tracking, streamlined invoicing, job management, and insights and reporting. WorkflowMax is suitable for creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants and anyone who bills by time.
Starting Price: $33/month -
17
Systum
Systum, Inc.
Become a world-class business through a single operating platform. Systum helps you to manage inventory, operations, sales and customer service all from a single software application. Then, use the power of business intelligence that comes from real-time customer data to transform your growing wholesale distribution business into a highly-profitable enterprise.
Starting Price: $625/month -
18
gluh
gluh
Gluh is the smartest way for MSPs to quote, sell & procure. Gluh is a sales, quoting, automated procurement platform for IT Service Providers (MSP’s and VAR’s). Gluh is especially effective in delivering the full range of IT products that your business clients are already purchasing, without being a distraction to your core business. Ultimately, when quoting or sales are easy to do, they get done. So you sell more, faster and with increased profitably. Gluh delivers two important business outcomes: 1. Profitable incremental revenue – gluh makes selling a full IT product range possible 2. Super-fast quoting, sales and automated procurement See a more detailed explanation here: www.youtube.com/embed/LSLzD1WePBc?rel=0 and See a demo here: https://www.youtube.com/embed/x3sVV3pSQRI?rel=0
Starting Price: 99.50 -
19
Manavate
Manavate Ltd
Manavate is a cloud based management system that makes it infinitely easier for you to run your business. Say goodbye to hours lost on phone calls and emails that too often lead you away from efficiency and towards chaos. Sign up for a free trial and enjoy all the benefits Manavate has to offer.
Starting Price: $29.00/month/user -
20
Revv
Revv
Revv gives businesses the speed and brand consistency in their documents to stand out from competitors. It’s the ideal wingman, supporting entrepreneurs in their dream of running a business, one document at a time. The intuitive user interface and 1000+ vetted, pre-formatted templates, encourage users to be self powered, requiring no code or special skills to set up and manage. Documents are smartly organized, created, reviewed, shared & eSigned in one central place so that you can focus on your job. Use Revv’s machine learning abilities to competently navigate and analyze complex counter-party documents and reduce dependency on experts. Integrate with business systems such as CRM and payments via Zapier or simply connect to Google sheets to import data into documents. Key features 1000+ ready to use, pre-formatted templates Easy to use document editor Smart document repository with support for attachments Integrate apps via Zapier, native APIs Get documents filled & eSigned
Starting Price: Free -
21
Cosential
Cosential
Cosential helps commercial Architecture, Engineering and Construction (AEC) firms grow revenue, decrease costs of winning new business and end chaos with its “Growth and Relationship Management� software and services for CRM, proposal management, marketing and more. As the leader in the AEC industry, for 20+ years Cosential has helped over 1,000 AEC firms increase annual revenue by 1% or more and increase productivity in key business development processes by up to 50%. See a 30-minute demo.
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22
Legalesign
Legalesign
Legalesign is UK-based enterprise software to send, sign and manage contracts online. Companies use Legalesign to gain significant productivity and financial benefits, increase their customers' satisfaction by removing the need for a printer and enabling them to sign from anywhere and, last but not least, relieve the burden of tiresome paperwork upon long suffering staff everywhere.
Starting Price: £6.00 ($9.00) -
23
QuoteWerks
Aspire Technologies
For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWorks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, Quickbooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more.
Starting Price: $199.00/one-time/user -
24
Salesforce CPQ
Salesforce
Provide quotes faster, control pricing, and win deals with Salesforce CPQ. A CPQ solution built for the world's #1 CRM platform, Salesforce CPQ gives companies the tools they need to take control of the sales process--from quote to cash. Salesforce CPQ is offered in three editions, including full Quote-to-Cash that supports billing and collection.
Starting Price: $75.00/month/user -
25
KBMax
KBMax
KBMax is redefining CPQ and ecommerce for manufacturers globally. Our product configurator can handle complex business rules, visualization, real-time pricing, CAD automation and website embedding. This end-to-end solution results in an awesome buying experience, a faster sales cycle, and a more efficient manufacturing process. We're different because we: Make it easy to sell and buy complex products faster Handle the most complex business rules with a visual, no-code engine that simplifies configuration and maintenance Automate rules, workflows, CAD drawings and documents to ensure accuracy and efficiency Eliminate the middleman, allowing customer to buy directly rather than through a sales person. Our product configurators can be embedded into any webpage Enable B2B2C when distributors and partners can sell directly to customers
Starting Price: $100.00/month/user