List of the Top Quoting Software in 2025 - Page 2

Qwilr empowers you to craft visually appealing sales and marketing materials that not only enhance efficiency but also increase productivity. Trusted by numerous businesses, it elevates communication efforts for progressive and creative teams. This interactive, mobile-optimized platform enables teams to transform traditional sales and marketing documents like proposals, pitches, and quotes into beautiful web pages. Additionally, Qwilr offers the capability to integrate videos, maps, surveys, spreadsheets, and various other data types into your documents, making them more engaging and informative. With its user-friendly interface, Qwilr inspires collaboration and innovation in the creation of essential business materials.

WorkflowMax is an affordable and comprehensive tool designed to enhance the profitability of your projects. This cloud-based workflow and job management software, developed by Xero, is trusted by over 10,000 businesses. It offers a variety of features, including time tracking, quoting, efficient billing, and job management, along with insightful reporting capabilities. WorkflowMax proves to be particularly beneficial for professionals in creative fields, engineering, surveying, law, information technology, construction, consulting, and anyone else who charges for their time. Its versatility makes it an excellent choice for a wide range of industries looking to optimize their operations.

LOCATE is a scalable, cloud-driven inventory and order management solution tailored for product-centric enterprises. It combines the capabilities of an ERP system suitable for mid-market clients, streamlining processes from fundamental warehouse operations like barcoding and kitting to sophisticated workflows such as drop shipping and outsourced production. Designed with user experience at its core, LOCATE is the perfect choice for inventory-focused businesses eager to expand. Its flexibility and intuitive interface enhance usability, while exceptional customer support distinguishes it from the competition. By choosing LOCATE, customers gain not only a software solution but also a collaborative partner committed to their success and growth.

Manage your entire business operations seamlessly from a single platform. Oversee the full project lifecycle, from generating quotes to processing invoices, ensuring that sales, delivery, and financial data are integrated for a comprehensive view of your performance and progress in real time. Optimize your resource planning and forecasting effectively. Anticipate when to take on additional work and identify potential resource shortages before they arise, enabling you to make informed decisions about outsourcing or expanding your team. This approach ensures workloads are balanced, preventing burnout for some team members while others remain underutilized. Ensure that your business remains profitable. While completing projects is essential, understanding your profitability is crucial. Gain insights into which clients, projects, services, or teams contribute positively to your margins and which are detracting from them. This knowledge empowers you to make timely decisions about improving efficiency, adjusting pricing, or reducing expenses. Facilitate collaboration in the context of your work environment. With easy access to all files and discussions related to customers, projects, or tasks, you can eliminate the inefficiencies of constant status checks and document retrieval. All necessary information is available with just a single click, enhancing productivity and communication across your organization. By streamlining these processes, your team can focus more on delivering value and less on administrative tasks.

Better Proposals simplifies the process of creating, monitoring, delivering, and signing business documents in just a few minutes. With more than 200 customizable templates available for proposals, contracts, and approvals, it provides ample resources for users. Additionally, you can streamline your entire sales workflow through the use of over 40 integrations, enhancing efficiency and productivity. This powerful tool is designed to cater to the needs of modern businesses seeking to optimize their documentation processes.

Accelerate the completion of projects with the leading cloud-based platform designed specifically for integrators and facility designers. Effortlessly monitor leads, prepare estimates, and oversee installations of any scale. Stay in touch with your suppliers to access the latest dealer pricing. Deliver polished, organized proposals that effectively close deals. Jetbuilt stands out as the swift, user-friendly, and robust solution for AV project management, ensuring that you can handle multiple projects with ease and efficiency.

One comprehensive platform enables the creation of a business that stands out globally. Systum provides the capability to oversee both inventory and sales through a single software solution. By harnessing the potential of real-time customer insights, you can elevate your wholesale distribution business into a highly lucrative operation. This integration not only streamlines processes but also enhances decision-making, ensuring sustained growth and success in a competitive market.

Manavate is a cloud-driven management platform that streamlines business operations significantly, allowing you to eliminate the inefficiencies typically caused by endless emails and phone calls. With this system, you can enhance productivity and reduce chaos within your organization. Take advantage of a free trial to explore the full range of features that Manavate provides. Experience a smoother workflow and watch your business thrive.

Revv empowers businesses to differentiate themselves from their rivals by enabling rapid workflows while maintaining brand consistency. It serves as an invaluable ally for entrepreneurs aspiring to build their own enterprises. With its user-friendly interface and over 1000 pre-designed templates, users can operate autonomously without needing any coding knowledge or specialized skills. All your documents can be neatly organized in a single location, allowing you to focus on what truly matters. The platform's advanced machine learning features facilitate the streamlined navigation and analysis of intricate counter-party files, diminishing the reliance on external experts. Additionally, Revv offers integration with Zapier, allowing seamless connectivity with CRM and payment systems, or you can link it to Google Sheets to effortlessly import data into your documents. Notable features include a wide array of over 1000 pre-formatted templates, an intuitive document editor, a smart document repository that accommodates attachments, the ability to integrate applications through Zapier and native APIs, and options for filling out documents and obtaining e-signatures. With these tools at your disposal, Revv enhances your overall productivity and efficiency in handling business documentation.

Sign.Plus is an electronic signature solution that ensures legally binding agreements, streamlining workflows for both businesses of any size and individual users alike. Key Features of Sign.Plus: Easily fill out, sign, and send a variety of documents including PDFs, contracts, leases, NDAs, and various agreements. The eSignature process is user-friendly and accessible across multiple platforms, such as mobile devices, web browsers, and Google Workspace. Track the status of your signature requests in real-time for enhanced visibility. Utilize pre-made templates to efficiently send multiple documents to different recipients without hassle. Receive a certificate of completion alongside a secure audit report that details the signing process and the involved parties. Form a team with your employees to manage signatures collectively. Adheres to electronic signature laws like ESIGN and eIDAS, as well as ZertES and numerous other regulations. Complies with top-tier data protection standards globally, including ISO 27001 and SOC2 Type 2. Offers robust data encryption both during transit and while stored. Ensures that data residency protocols are met to satisfy all compliance standards. With these features, Sign.Plus not only simplifies the signing process but also guarantees the highest level of security and compliance for its users.

Cosential empowers commercial Architecture, Engineering, and Construction (AEC) companies to enhance their revenue, lower business acquisition costs, and eliminate disarray through its specialized "Growth and Relationship Management" software and services focused on CRM, proposals, and marketing. As a frontrunner in the AEC sector, Cosential has helped over 1,000 firms achieve annual revenue growth of 1% or more throughout the last two decades. Additionally, clients have experienced remarkable boosts in productivity across vital business development processes, with improvements reaching up to 50%. To learn more about the advantages of Cosential's offerings, consider watching a 30-minute demonstration. This could be a pivotal step in transforming your business operations.

Kaseya's Quote Manager is set to transform your sales process into a more efficient and effective operation. By simplifying quoting and procurement, it aims to significantly enhance revenue generation. This innovative tool provides you with a strategic edge in the competitive sales landscape. With our user-friendly cloud platform, every team member can effortlessly create quotes and close sales, leading to greater success for Managed Service Providers (MSPs). The drag-and-drop editor allows for quick and easy quote creation, resulting in well-designed and branded documents. MSPs can save valuable time, bypassing the lengthy 20-minute process typically involved. Transitioning to modern electronic quotes will not only improve efficiency but also minimize the need for revisions and expedite the sales cycle. Say goodbye to the cumbersome and slow process of hardware acquisition; our automation streamlines the workflow, reducing rework and enhancing overall productivity. By adopting this forward-thinking solution, businesses can eliminate tedious manual tasks and significantly boost their operational efficiency. Embrace the future of quoting with Kaseya and watch your sales soar.

DealHub's highly acclaimed platform for Configure-Price-Quote (CPQ), Contract Lifecycle Management (CLM), and remote selling empowers sales teams to engage in meaningful conversations with potential buyers throughout their purchasing journey. Users of DealHub gain access to immediate insights into buyer behaviors and sales analytics, which accelerates their revenue generation and provides a competitive edge in the market. The features available on the DealHub platform include Guided Selling Playbooks, Subscription Management, Digital DealRooms, Dynamic Content Generation, real-time analytics on buyer intentions, and E-signature capabilities. Additionally, DealHub seamlessly integrates with major CRM systems such as Microsoft Dynamics, Salesforce, and Freshsales, enhancing its utility and effectiveness. This integration not only streamlines processes but also ensures that sales teams can operate more efficiently, enhancing their overall performance and client interactions.

Crete Quote allows you to effortlessly generate and send an unlimited number of quotes every month, giving your clients the ability to customize their perfect quote with ease. Instead of enduring long waits for a response, clients can receive their quotes immediately through email, all thanks to the capabilities of Crete Quote. Being accessible online means you only have to log into your account to begin using it. This time-saving tool enables you to reclaim valuable hours, allowing you to enjoy more time with your family, meet important project deadlines, and concentrate on selling to well-qualified leads. As the demand for concrete contractors continues to rise each year while the pool of skilled professionals shrinks, this gives you a unique chance to shift the dynamic and have clients actively seek out your services. By effectively pre-qualifying leads, you can avoid wasting time, eliminate the complications of multiple bid revisions, and elevate your business to greater heights! Homeowners can easily navigate to your website to use the Instant Quote form, which allows them to create a quote that highlights only the specific services and products you offer, making the entire process smoother for everyone involved. This forward-thinking strategy not only helps attract the ideal clientele but also significantly boosts your operational efficiency, providing a competitive advantage in the industry. Ultimately, adopting such an innovative tool can transform the way you manage client interactions and enhance your overall business growth.

Incorporate QuoteWerks, a powerful software solution for sales quoting and proposals, into your CPQ and Quote-To-Cash sales workflow. To streamline the creation of sales quotes and proposals, QuoteWerks stands out as a top-tier Configure-Price-Quote (CPQ) tool that enables organizations to enhance their sales processes, leading to quicker and more efficient transactions. This versatile platform provides smooth integrations with PSA/CRM systems, connects with QuickBooks and Sage 50, facilitates credit card payment processing, and includes features for approval and peer review, along with quote labor management, Word-based proposal generation, and an insightful dashboard for performance tracking. Additionally, QuoteWerks is designed to adapt to the unique needs of your business, ensuring a tailored approach to sales efficiency.

Epicor CPQ, previously known as KBMax, is transforming the CPQ landscape for manufacturers around the globe. Our advanced product configurator adeptly manages intricate business rules, visual representations, pricing strategies, CAD automation, web integration, and real-time pricing adjustments. This innovative solution enhances the purchasing experience, accelerates sales cycles, and streamlines manufacturing procedures. What sets us apart is our ability to: - Facilitate quicker sales of complex products while simplifying the purchasing process. - Utilize a visual, no-code interface that makes the configuration and maintenance of complicated business rules straightforward. - Automate workflows, CAD drawings, and documentation to boost precision and efficiency. - Eliminate intermediaries, allowing end customers to purchase directly from manufacturers instead of relying on sales representatives. Our product configurators can be seamlessly integrated into any website. - Enable B2B2C transactions, empowering distributors and partners to sell directly to consumers, further expanding market reach. This approach not only benefits manufacturers but also enhances customer satisfaction.

Reclaim your time, enhance profitability, and improve cash flow with Ignition by seamlessly automating proposals, billing, payment collection, and workflows all within one comprehensive platform. As the top choice for contracts, billing, and collections automation, Ignition is designed specifically for accounting and professional services firms, driving increased efficiency and profitability. With a mission to revolutionize the way professional services engage with their clients, Ignition has empowered over 7,500 businesses to achieve their maximum revenue potential. To date, clients utilizing Ignition have successfully connected with 2 million customers, generating an impressive revenue of US $9 billion through the platform. The dedicated workforce of Ignition, comprising 180 professionals, extends across various countries, including Australia, Canada, New Zealand, the Philippines, the United States, and the United Kingdom. This global presence not only enhances its service capabilities but also fosters a diverse culture that drives innovation.

Powered Now stands out as the top-selling business management software in the UK specifically designed for trade businesses. This versatile tool allows users to generate invoices and quotes from any location, create a variety of forms and certificates, monitor expenses, manage scheduling, communicate with team members, and produce fully customizable documents such as job sheets and invoices. It conveniently stores all data on your devices—whether you are using iOS, Android, or Mac—and ensures seamless synchronization across all platforms. Additionally, it offers the convenience of functioning offline, making it an ideal solution for on-the-go professionals. With its user-friendly interface and comprehensive features, Powered Now enhances productivity and organization for trade businesses.

Tall Emu recognizes the challenges that business owners and managers face in maintaining organization, tracking customer interactions, following up on leads, monitoring project statuses, and overseeing employee activities. This understanding led to the development of Tall Emu CRM software, which serves as a cost-effective alternative to high-priced ERP systems while offering top-notch inventory management capabilities typically found in more expensive solutions. Furthermore, this software equips your sales team with the tools needed to generate quotes swiftly, thereby increasing the likelihood of closing deals. Effective management of your sales pipeline is crucial for converting leads into loyal customers, and this user-friendly yet powerful software simplifies the process. Our online quote generator facilitates the creation of professional quotes, allowing the inclusion of images, videos, links, and groups. These quotes can easily be sent to clients through email or SMS, giving them the convenience of viewing them online. Additionally, a map feature enables users to visualize customer locations, leads, and projects, making it easier to identify promising opportunities. You can also filter prospects based on your geographical area and personal schedule, ensuring that you focus on the most relevant leads. Overall, Tall Emu CRM is designed to enhance visibility and productivity for businesses of all sizes.

At last, there is a digital sales platform specifically designed for manufacturers that integrates CRM, CPQ, and Commerce seamlessly! Speed up your sales process, secure more contracts, and outpace your rivals quicker than you ever imagined. Our comprehensive sales software perfectly synchronizes your clients’ needs with your manufacturing strengths in ERP, consolidating all your sales operations into a single platform that includes CRM, CPQ, and Commerce functionalities. With this innovative solution, manufacturers can enhance their efficiency and responsiveness, ultimately driving greater success in the marketplace.

Businesses focused on trade and services encompass a variety of fields, including electricians, plumbers, HVAC specialists, painters, builders and contractors, service technicians, IT professionals, installers, appliance repair services, property maintenance, solar energy providers, and landscaping experts. Each of these sectors plays a crucial role in maintaining and improving both residential and commercial properties.

A cloud-based platform designed specifically for the management of online event planning and automated quoting is available for venues, hotels, and various other event service providers, catering to seminars, meetings, and other gatherings. This innovative solution assists MICE (Meetings, Incentives, Conferences, and Exhibitions) event providers such as hotels and venues in enhancing their operational efficiency. By utilizing this system, providers can significantly reduce the time spent on administrative tasks, eliminate potential errors, and increase their revenue streams. Each EVENTMACHINE plan includes a comprehensive suite of features, such as automated function sheets and orders, effective MICE revenue management, and the eventmachine IQ for instant quotations. In addition to these offerings, all new clients have the opportunity to take advantage of a complimentary trial period to explore the platform's capabilities. The free trial provides a valuable opportunity to experience firsthand the benefits of streamlined event management.

SalesStreamliner enhances channel sales operations by automating monotonous sales duties while effectively linking partners across various channels through an integrated system. Empower your sales team with both confidence and productivity, allowing for the management of direct sales representatives alongside channel sales within a cohesive, conflict-free platform. This comprehensive solution simplifies the expansion of your business, enabling you to navigate multiple product lines and sales channels effortlessly. Consider it a complete toolkit for franchise business management, equipping your franchisees with essential resources for sales automation and growth. Entrepreneurs who thrive are adept at balancing numerous tasks, and SalesStreamliner supports this skill, letting you focus on selling and delivering outstanding customer service. Start your journey with the user-friendly SalesStreamliner turn-key solution in just five easy steps, and observe the remarkable changes in your sales processes. This innovative resource empowers you to optimize your efforts, paving the way for exceptional outcomes while fostering a culture of continuous improvement. With SalesStreamliner, your team will not only enhance productivity but also drive greater sales success.

To minimize mistakes while setting up intricate products, consider developing dynamic product bundles. For streamlining condition-based pricing, establish pricing rules alongside discount schedules. Additionally, you have the option to impose special terms for your customers and facilitate their approvals. Utilize customizable templates to generate PDF quotes efficiently. Finalize agreements, engage in negotiations, and automate the process of recurring quotes. Every pricing and configuration rule remains transparent, enabling you to understand precisely how prices are derived. You will also benefit from the automatic configuration of bundles and quotes. Furthermore, you can manage the conditional addition or removal of products at the quote level, extending this capability beyond just bundles for greater flexibility. This comprehensive approach not only enhances accuracy but also improves customer satisfaction.

Viirtue's white-label VoIP and UCaaS software revolutionizes video collaboration by enhancing traditional VoIP and UCaaS services. In addition to its mobile functionalities, it provides an exceptional and efficient quote-to-cash solution. This equips you to effectively compete against larger companies while expanding your business with cutting-edge tools, outstanding customer support, and valuable resources. You can fully rebrand our comprehensive suite of white-label communication solutions, turning it into a centralized hub for all your technological needs. Request a demo to experience how our top-tier platform and quote-to-cash software simplify the management of a unified communications enterprise. Our competitive pricing model only charges for the number of active seats, ensuring fairness even when multiple users utilize various devices. Furthermore, our integrated quote-to-cash software and reseller dashboard serve as a complete solution that not only enhances your brand identity but also empowers you to attract and secure additional business opportunities effectively. With Viirtue, you're not just adopting technology; you're embracing a partnership that fosters growth and success.