List of the Top Quoting Software in 2025 - Page 3

SatQuote revolutionizes the way outdoor service companies obtain contracts by streamlining lead management and delivering accurate measurements, design creation, labor and material cost assessments, along with persuasive quotes that enhance sales efforts. This web-based platform is easy to navigate and built to be user-friendly, acting as an all-in-one solution for measuring, estimating, and quoting tasks. Users are able to create measurements through Google or high-resolution images, assign products and services to designated areas, and quickly generate quotes that lead to successful sales closures. The tool enables swift calculations of perimeter, area, and volume in feet, yards, or meters across different area categories, making the entire process more efficient. Moreover, it boasts the capability of providing immediate AI-generated measurements for properties, allowing users to receive results in mere seconds instead of days, which is a significant improvement in the quoting timeline regardless of property size. Ultimately, SatQuote aims to dramatically change the methodology outdoor service businesses use for their estimation and quoting processes, thus optimizing their operational efficiency. This innovative approach not only saves time but also enhances accuracy in quotes, which can lead to increased customer satisfaction.

Fergus is a cloud-based job management software that streamlines the critical functions necessary for operating a trade business. Tailored for both solo practitioners and teams, the platform serves as a comprehensive workflow manager, encompassing tasks such as invoicing, quoting, and various other essential activities involved in business operations. Its user-friendly interface enhances productivity by ensuring that all necessary tools are readily available for seamless project management.

Speed up your quoting process, optimize pricing strategies, and close more deals with Salesforce CPQ. Tailored for the top CRM platform, Salesforce CPQ provides organizations with vital resources to simplify their sales processes from quoting through to cash flow management. This all-encompassing tool is offered in three unique editions, one of which features full Quote-to-Cash functionality that also supports billing and collections. By utilizing Salesforce CPQ, businesses can significantly boost their sales productivity and enhance revenue management practices. Ultimately, this innovative solution empowers companies to navigate the complexities of sales with greater ease and efficiency.

Discover the accurate and flexible quoting solutions offered by QuoteFlare. This real-time quoting and reservation platform is perfectly suited for service-focused enterprises such as plumbing and cleaning companies. With QuoteFlare, businesses can create an unlimited number of quotes and handle bookings conveniently from their mobile devices or on-site. Furthermore, QuoteFlare features a wide range of templates and offers the adaptability to be utilized in multiple locations, guaranteeing smooth integration for any organization. This remarkable versatility establishes it as a crucial resource for improving operational efficiency and boosting customer satisfaction. By streamlining the quoting process, QuoteFlare empowers businesses to serve their clients more effectively and respond to their needs promptly.

The leading platform for growth in the insurance sector is the AgencyBloc Plus Suite, which offers tailored solutions designed for health, senior, and benefits agencies. This suite enables agencies to streamline their data management, maintain compliance, and automate various workflows, while also efficiently handling client relationships and policy management, among other essential functions. Furthermore, its comprehensive capabilities allow agencies to focus on enhancing their operational efficiency and improving client satisfaction.

Optimize your operations and expand your career prospects with QuoteOnSite, an online quotation solution tailored for small to medium-sized businesses. This innovative platform allows users to handle their invoicing tasks efficiently while ensuring they stay connected with their clients. Furthermore, QuoteOnSite offers features to track engagement statistics such as email opens and clicks on personalized quote pages, along with tools to oversee the status of invoices. It also facilitates the creation and delivery of attractive quotes and invoices, which improves the professionalism of client interactions and supports business expansion. By leveraging these capabilities, users can significantly enhance their productivity and client relationships.

Onsight serves as a comprehensive suite of mobile sales tools tailored specifically for the requirements of manufacturers, wholesalers, and distributors. By offering a flexible interface combined with an intuitive design, Maxxor Business Solutions significantly improves sales efficiency by simplifying the ordering process for users. Compatible with iPads, Windows tablets, and Android devices, Onsight enables sales representatives to manage client information effectively, present the newest products, and quickly create quotes and orders, regardless of their internet connectivity or if they are on the move. This innovative mobile solution not only assists sales reps in their everyday activities but also enhances overall productivity and elevates customer satisfaction levels. Additionally, the ability to operate offline ensures that sales teams remain functional and effective in varied environments.

Effortlessly handle your finances using KashFlow, an esteemed cloud-based accounting tool. Specifically designed for solo entrepreneurs and growing businesses, KashFlow streamlines the accounting process, making it user-friendly and easy to navigate, regardless of your accounting background. Featuring capabilities such as generating quotes and invoices, managing payroll, and creating detailed reports, KashFlow provides a simple experience focused on convenience. This software caters to both small business owners and individual freelancers, ensuring it meets all your accounting requirements with ease. Embrace the power of KashFlow to transform your financial management into a hassle-free endeavor.

eRep CPQ (Configure Price Quote) software enables manufacturers and distributors to streamline intricate quote-to-order workflows through a contemporary cloud-based platform. With eRep, sales teams can generate precise quotes swiftly and enhance their selling strategies, ultimately driving growth by expediting the onboarding process for sales representatives, improving customer interactions, and providing better business insights. Functioning as a standalone connector between your ERP and CRM systems, eRep is versatile and doesn’t require a specific ERP or CRM to utilize its CPQ features effectively. This tool supports the management of your sales pipeline through guided selling techniques and facilitates multi-channel sales, making it beneficial for independent representatives who assist in onboarding new team members more efficiently. Beyond conventional CPQ functionalities, eRep also offers selection software and the capability to generate product-specific documents, including technical drawings, which makes it particularly advantageous for manufacturers looking to optimize their sales processes. In addition, eRep's advanced features empower businesses to adapt to changing market demands with agility and precision.

Routzy is a cutting-edge iPad application tailored for sales professionals, merging the sophisticated functionalities of various business tools into a single, all-encompassing mobile sales platform. By keeping all communications with potential clients and existing customers organized in a central hub, you can effortlessly convert leads into dedicated patrons. Perfect for sales teams that are always on the move, Routzy allows you to create optimized sales routes quickly, ensuring you make the most of your time in the field. It also enables you to generate compelling quotes on the fly, significantly boosting your chances of closing sales while you’re away from the office. Additionally, the app allows you to digitize traditional paperwork and implement customized forms to streamline various processes. You can enhance your sales presentations to effectively articulate your ideas and strengthen your proposals. With the seamless integration of Dropbox, accessing contact details and tracking team activities becomes a breeze. Routzy effectively transforms your iPad into an essential, standalone sales instrument. In conclusion, this innovative application consolidates the powerful features of numerous business productivity tools into one streamlined sales solution, equipping sales teams to function with greater efficiency and success. With Routzy, sales professionals are not just equipped with tools; they are empowered to elevate their entire sales game.

Managing quotes and contracts has reached new heights of simplicity. Now, you can electronically sign documents and process payments without any holdup. Create a professional quote or contract with a mere click of a button. Send out documents for electronic signatures and instantly receive payments from your clients. Keep an eye on, manage, and gather vital insights into your business activities. Our productivity tools are crafted to help you handle your tasks more efficiently. A quick glance will reveal whether your customer has viewed, signed, approved, or declined any document. We provide a brief summary of your daily responsibilities, enabling you to focus on improving customer satisfaction. With our seamless integration with Stripe, you can collect payments for your freelance or small business from anywhere in the world. Our application offers a simplified way to send payment requests to your clients. You can monitor outstanding balances, submit requests, and collect payments all within one unified platform, enhancing your overall productivity. This strategy not only streamlines your financial management but also fosters a more organized workflow, ultimately leading to greater success. By utilizing these tools, you can elevate your business operations to new levels of efficiency and effectiveness.

SeoToaster CRM serves as an ideal platform for any organization or campaign focused on websites. It features a user-friendly landing page builder that is optimized for mobile, a comprehensive Content Management System, a blog system compatible with Google News, and a Shopping Cart function. Additionally, it can seamlessly integrate with the SeoSamba Marketing Operating System, enabling one-click call tracking and multi-site activity monitoring, along with access to advanced marketing capabilities. The SeoToaster CRM Ultimate mobile app provides the convenience of connecting to multiple cloud or on-premise CRM systems without the hassle of logging in and out of different applications. With this app, you can manage all your contacts efficiently, sending text messages and emails or even navigating to their locations directly. You also have the ability to take notes, review open opportunities, and track your progress through the sales cycle, all from the convenience of your smartphone. Moreover, inbound calls automatically generate new contacts within your CRM, along with the ability to leave notes and recordings of your conversations for future reference, enhancing your workflow and ensuring no detail is overlooked.

Envision having a dependable office assistant that operates at a significantly lower cost while consistently meeting your expectations. This assistant provides results meticulously tailored to your needs. ResponsiBid revolutionizes the quoting process, making it a smooth experience where you only need to collect job specifics, align them with your pricing structure, and create a compelling proposal. Your team can efficiently gather these details through phone conversations or in-person discussions. Once you feel confident using ResponsiBid for your quoting requirements, you can seamlessly integrate it into your website, enabling customers to interact directly with the tool. This cutting-edge solution allows you to enter crucial job details and quickly generate an impressive proposal, complete with accurate pricing and a showcase of your company's distinct value proposition. Customers will be engaged with informative videos, a variety of package selections, and additional resources, ensuring that they are more likely to make a purchase instead of continuing their search. In conclusion, ResponsiBid not only streamlines your quoting process but also significantly boosts customer interaction and satisfaction, making it an invaluable asset for your business. Moreover, the ease of use and accessibility of this tool can lead to increased efficiency and higher conversion rates in your sales efforts.

Engage exporters, importers, and your representatives with Freightalia's cutting-edge solutions, allowing for the rapid and professional delivery of precise estimates. As the premier automated quoting system tailored for freight forwarders, Freightalia can seamlessly adjust to your distinct needs, regardless of country or service type. Its intuitive interface ensures ease of use for both you and your clients, fostering a smooth experience. Being cloud-based means you only require an internet connection—there’s no need for additional IT infrastructure. Discover the perfect plan that aligns with your business objectives and witness how Freightalia streamlines the quoting process effectively. The time saved using this tool translates to substantial cost benefits, making it a worthwhile investment. With Freightalia, you have the ability to create visually striking quotes in real-time for your clients while monitoring the status of each quote, keeping track of whether it has been sent, viewed, accepted, or is still under review. By integrating a variety of performance-enhancing features, Freightalia prepares you to outpace your competition and significantly broaden your market reach. Take this chance to refine your operations and uplift your customer service to unprecedented levels, ensuring your business thrives in a competitive landscape. In doing so, you position yourself not just as a service provider but as a leader in the freight forwarding industry.

Zomentum is a specialized sales acceleration platform tailored specifically for IT partners, integrating pipeline management, proposal and quote generation, sales automation, and comprehensive reporting and analytics to facilitate seamless sales for managed service providers (MSPs). With Zomentum, users can produce documents 70% faster, boost deal values by up to 600%, and enhance conversion rates significantly. Currently, thousands of MSPs leverage Zomentum to enhance their revenue streams, shorten sales cycles, and streamline the purchasing experience. Our platform has helped customers generate nearly $100 million in total revenues. We are dedicated to cultivating a reliable network of IT partners, fundamentally transforming the IT procurement process for small and medium-sized enterprises globally, ultimately driving efficiency and growth in the sector.

ClientTether is a CRM specifically designed for franchises, created by franchisors to streamline sales automation in the franchising sector. With our suite of automated tools that include options for contacting, texting, emailing, quoting, and requesting online reviews, your FranDev teams and franchisees can efficiently capture leads and nurture prospects throughout their entire customer journey. Our user-friendly sales engagement platform boasts robust communication features, digital signing capabilities, estimation tools, and comprehensive multilocation reporting for tasks such as royalty calculations. In addition, functionalities like chat bots, reputation management, and online scheduling are among the numerous features offered to enhance user experience. FranDev teams and franchisees can easily visualize their sales pipelines, identify potential risks, and manage to-do lists all from a single dashboard. Moreover, our platform allows users to construct their entire franchise development process, send Franchise Disclosure Documents (FDDs), obtain digital signatures, and oversee franchisee communications and onboarding seamlessly from one centralized location. Our intuitive dashboards facilitate the management of franchisee performance metrics, ensuring that every aspect of your franchise development is monitored effectively. Furthermore, we provide exceptional support and onboarding to ensure that clients maximize the benefits of our services.

BlinQ Software provides an exceptional platform for rapidly generating accurate on-site quotes for window furnishings, enabling you to create a quotation in mere minutes instead of spending hours on the task. By enhancing your capacity to attract, maintain, and manage customers and leads, you can effectively shift your business towards a more customer-focused model. The system allows for efficient management of leads, customers, and job sites, with a straightforward search functionality. You can effortlessly schedule appointments through Google Calendars and assign the most appropriate staff for various tasks, accommodating an unlimited number of personnel and calendars while efficiently tracking your leads. Streamline your quoting process by offering instant quotes that customers can easily review and accept, with the capability to generate quotes directly on-site and send them via email for quick retrieval. Keep track of the status of your quotes—whether they are pending or approved—and seamlessly transition confirmed quotes into actionable jobs. Moreover, manage invoices, payments, suppliers, and purchase orders with ease to further optimize your operations. This holistic approach not only saves valuable time but also significantly boosts customer satisfaction and fosters business expansion, ensuring that your company remains competitive in a fast-paced market. Ultimately, BlinQ Software empowers you to deliver exceptional service while keeping your operations organized and efficient.

Quote Manager CPQ for Microsoft Dynamics 365 is a powerful add-on that integrates flawlessly with the Microsoft Dynamics 365 platform. Designed for efficiency, this tool enables sales teams to generate and send out professionally branded quotes in just minutes. What sets Quote Manager CPQ apart within Dynamics 365 is its capability to manage setup, configuration, and data all within one system, allowing for full customization and access to standard features such as queries, charts, views, and workflows. The solution takes advantage of Excel's export and import capabilities for straightforward updates to the Product Database, while also incorporating PowerBI dashboards and PowerApps to enrich analytics. Users can customize the appearance of quotes using standard Word Templates or various additional tools, making it versatile for different needs. The platform provides a robust search feature that allows users to explore an extensive catalog of over 10,000 products, filtering by category, make, supplier, and product description. Moreover, adding products to quotes is simplified, enabling the customization of layouts that incorporate comments and subtotals, with the option to modify descriptions as required. This all-in-one solution significantly enhances the quoting process, boosting overall sales efficiency and productivity, making it an invaluable asset for any team. With its user-friendly interface and rich feature set, Quote Manager CPQ is designed to meet the diverse needs of modern sales environments.

FloQuote is an innovative software tool designed to generate estimates based on the data, images, and videos provided by clients. With e-quote, you can swiftly and precisely create estimates for your clients through various communication channels, including email, iMessage, WhatsApp, or any other preferred method. There's no need for extra software to send an estimate, as e-quote seamlessly integrates with your current Field Service Software or database if one exists. Regardless of the software you choose to use, FloQuote enhances the speed and accuracy of your estimating process, ensuring that clients receive the most reliable information quickly. This tool not only improves efficiency but also fosters better communication between you and your clients.

Tolteck emerges as the leading software solution tailored for contractors who prioritize effective estimating and invoicing. Perfect for freelancers and small businesses, it enables users to quickly and easily create professional documents. Whether you are stationed at an office or working directly on a construction site, launching Tolteck is a breeze; just create a new document, choose your client, and effortlessly fill in the details regarding materials, labor, and job specifics using its intuitive search feature along with automatic backups. In as little as five minutes, you can generate impeccably formatted documents! This software is not only robust but also user-friendly, eliminating the need for complex installations or setups. It is specifically designed to provide vital functionalities without unnecessary complications, allowing estimates and invoices to be prepared in just a few minutes. With all your vital business information—documents, clients, and materials—consolidated in one convenient location, Tolteck ensures compatibility across all devices. Unlike standard software options, Tolteck has been thoughtfully developed with contractors’ needs in mind, offering a specialized digital instrument that addresses the particular challenges of their trade. By choosing Tolteck, you can streamline your contracting processes and significantly enhance your productivity and efficiency. Embrace the simplicity and effectiveness of Tolteck, and elevate your contracting business to unprecedented heights.

Quickly create personalized and detailed quotes, securely save them in the cloud, and effortlessly share them with your clients at the click of a button. Our aim was to develop a user-friendly and effective tool. With a short video tutorial, mastering quotadoo® can take just a few minutes of your time. By leveraging quotadoo®, you can drastically reduce the time spent generating and sending your quotes. Take back precious hours in your workday with quotadoo® to gain more control over your schedule. Improve the impact of your quotes with a sleek and engaging presentation. Enjoy time savings of up to 90% in comparison to traditional methods. Impress your clients and stay ahead of the competition by generating and presenting your quotes instantly during meetings, all from your tablet. There’s no need for complicated installations; thanks to our secure Cloud technology, quotadoo® is available anytime, anywhere—whether you are in the office, working from home, or out and about. This guarantees that you are always ready to cater to your clients' demands, regardless of your location. Embrace the flexibility and convenience that quotadoo® offers, and transform the way you handle quotes for your business.

For professionals managing projects, tasks, and teams on a daily basis, Trackfront stands out as the premier solution for improving speed, intelligence, and operational efficiency in workflows. The diverse selection of tools available through Trackfront can be employed individually or in unison, allowing customization to meet your distinct needs. Additionally, each tool is designed for personalization, enabling users to adapt it to their unique working methods, making it a truly bespoke experience. By promptly addressing potential leads with a customized proposal, you greatly enhance your chances of winning new business ventures. Trackfront makes the process of generating accurate cost estimates and tailored proposals strikingly simple and efficient. While navigating the intricate dynamics of client and internal team collaborations across multiple projects can often feel overwhelming, Trackfront alleviates this burden by systematically organizing all communications, document sharing, approvals, project phases, milestones, deadlines, and a host of other elements. Maintaining budgetary control is crucial for maximizing profitability, and Trackfront excels at simplifying the management of both time and expenses, allowing you to concentrate on what is most important—achieving outstanding outcomes. Ultimately, Trackfront is purpose-built to enhance your project management journey, turning obstacles into smooth, efficient workflows. As a result, users can expect to experience a noticeable improvement in both productivity and collaboration.

PrintSmith Vision offers an economical print management system designed to streamline and automate the operational processes of franchise locations, small printing businesses, print-on-demand services, and in-plant facilities. This solution includes robust features such as accurate estimating, point-of-sale functionalities, comprehensive account management, efficient production oversight, and valuable accounting and sales analysis tools. With its extensive business reporting capabilities, users can access real-time analytics to pinpoint areas of productivity and assess job costing. Additionally, the estimating and quoting feature allows for quick and precise estimates for a wide range of projects, including simple items like business cards to more complex jobs, supporting multi-bidding for numerous quantities, and maintaining a history of estimates. On the financial management side, PrintSmith Vision provides customizable reporting options that automate job costing, invoicing, purchase order management, and accounts receivable, enhancing the buyer's experience significantly. Moreover, the integration of email functionalities for invoices and other customer communications not only minimizes postage costs but also ensures that customers receive timely updates, thereby improving overall satisfaction.

ToolBox's Folding macro has been designed by specialists with significant expertise in brake presses. Our methodology takes into account several elements, including the longest fold length, the quantity of folds, the weight and size of the item, and the staff needed to handle the piece, all of which affect setup time. The tool outputs essential metrics such as cycle time, setup time, and pricing. To facilitate the process, we provide two adjustable parameters that condense these elements into percentage modifications. Altering the setup override percentage will either extend or reduce the setup time required for bending tasks; this setup time is a one-off fee regardless of how many bends are made. As a result, an increase in the number of parts that need bending allows the setup time to be spread across more items, resulting in a higher cost per piece for smaller batches while lowering the cost per item for larger orders. After a drawing is uploaded via our 3D module, ToolBox accurately determines the necessary layers for folding lines, inputs the respective fold lengths and quantities, and creates a flat DXF file ready for production. This efficient workflow not only boosts productivity but also guarantees precision in folding processes, ultimately leading to higher quality outcomes for our clients.

Using QuoteIQ for sending quotes enables prospective clients to instantly appreciate the high caliber of your business's offerings. The quotes are crafted to be simple and user-friendly, allowing customers to easily select additional services and confirm their agreement. Furthermore, the faster you deliver a quote, the greater your likelihood of winning the job. QuoteIQ simplifies the management of work schedules, ensuring that your team and clients remain well-informed. Its calendar feature is tailored specifically for home service businesses, facilitating efficient tracking of all appointments. Additionally, QuoteIQ seamlessly integrates online payment processing into your account, with no extra monthly or setup charges; you only incur transaction fees when payments are received. This arrangement allows you to access your funds significantly faster than traditional checks, which can take longer to process. Moreover, with Instaquote, customers have the ability to create their own quotes for any services you offer, significantly enhancing their interaction and satisfaction with your business. This added functionality not only streamlines your operations but also empowers clients, giving them more autonomy over their service choices. By leveraging these features, your business can elevate customer experience while improving operational efficiency.