List of the Top Quoting Software for Mid Size Business in 2026 - Page 4

ClientTether is a CRM specifically designed for franchise sytstems, 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 franchise management software 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. There's a reason ClientTether was ranked the #1 franchise technology partner in 2024 by Entrepreneur Magazine. Find out why!

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.

Managing logistics and supervising workflows can often be exhausting. Let Base handle the tedious tasks, allowing you to focus your energy on what matters most – your clients and achieving financial prosperity. Bid farewell to the time-consuming approval processes and slow payment cycles of the past. Welcome a new era where your business functions smoothly, quickly, and efficiently. Transform your operations with our all-encompassing suite of business management tools designed to empower you. You can easily manage contracts, work orders, service requests, and purchase orders with assurance. With Base, you can anticipate a more efficient future in business management. Our solutions are also designed to boost your productivity and enhance collaboration, ensuring that every project reaches its full potential. Experience the difference that streamlined operations can make in achieving your business goals.

ShopXpert is a comprehensive manufacturing software solution that streamlines your entire production workflow by minimizing data entry and enhancing productivity. By automating a variety of tasks, it effectively reduces manual processes and inefficiencies that can negatively impact job shop performance. The software features an extensive collection of modules, including standard functionalities, a supplier portal, management for outsourcing, job tracking, an employee portal, vending solutions, a costing tool, customizable forms, task management, workstations, training notes, an academy for skill development, a time clock, in-app messaging, storage options, and QR code capabilities. Each module provides essential features like dashboard access, efficient management of customer and supplier interactions, document storage, customizable form options, task scheduling, employee time tracking, and real-time communication channels with suppliers. Moreover, it enables employees to oversee their tasks conveniently from tablets or smartphones, significantly reducing dependence on traditional desktop setups. This adaptability not only boosts operational efficiency but also encourages a more responsive and dynamic work culture, ultimately leading to improved overall performance.

Scopey transforms how professional-service firms handle their quoting process by simplifying the creation of work estimates, clarifying service parameters, and effectively managing client-driven changes. Its powerful platform enables users to swiftly generate detailed project outlines and polished proposals in mere minutes, leveraging features such as an AI-based pricing strategy, recommendations for supplementary services to boost sales, and real-time tracking of project scope adjustments as client needs evolve. By standardizing pricing models and promoting client interaction through tools like e-signatures and collaborative dashboards, Scopey empowers teams to refine their services into clearly defined, scalable offerings. The system efficiently identifies work that exceeds the original scope, automatically logs variations, and ensures that new requests are documented, priced, and approved in an organized manner, thus protecting profit margins and increasing revenue opportunities while reducing scope creep. This innovative solution is designed for ease of use, replacing tedious spreadsheets and protracted email threads with streamlined, dynamic scopes that align teams and clients for better project management. Overall, Scopey proves to be an invaluable resource for organizations striving to boost both their operational efficiency and client satisfaction levels. With its intuitive design and comprehensive features, it stands out as a game-changer in project management for service-oriented businesses.

TurboQuote is a comprehensive Configure, Price, Quote (CPQ) solution integrated within the TurboDocx platform, specifically crafted to assist sales teams in quickly producing accurate and polished quotes by seamlessly combining product configuration, pricing management, and document creation into a single workflow. This innovative solution allows users to manage product catalogs with various configurable options, bundles, and dependency rules, ensuring that only valid product combinations are presented during the quoting process. It also includes price books that cater to diverse pricing structures suited for different customer demographics, geographic areas, or sales channels, which automatically apply the correct pricing to each quote, thereby significantly reducing the likelihood of manual errors and calculations. After the configuration is finalized, quotes can be swiftly generated as branded PDF documents, guaranteeing a consistent and professional look across all sales materials. Furthermore, TurboQuote boosts operational efficiency by fully integrating with the document automation and e-signature tools available in TurboDocx, effectively streamlining the workflow from quote generation to proposal submission. This seamless integration not only accelerates the process but also enhances overall accuracy, contributing to a more effective sales strategy. Overall, TurboQuote stands as a vital tool for sales teams aiming to elevate their quoting processes and improve customer engagement.

Tidy3 is a cutting-edge, cloud-based platform designed for managing small and medium-sized enterprises, with the goal of transforming chaotic spreadsheets and various tools into a streamlined system that improves operations in sales, inventory, and customer management. This platform boasts a wide array of essential products, including CRM, Quote, Commerce, Catalog, Stock, and Work, which can either operate autonomously or be integrated for a seamless and customized workflow tailored to each business's needs. By consolidating customer data, communications, product specifications, pricing, and inventory into one centralized platform, it offers complete visibility throughout the customer journey, simplifies lead tracking, and guarantees reliable pipeline reporting. The system enables teams to efficiently generate accurate quotes, manage complex product configurations, and unify orders, pricing strategies, and customer information within a single, intuitive interface. Additionally, Tidy3's flexible modular structure empowers businesses to modify and expand their toolkit in accordance with their growth, ensuring they maintain efficiency and scalability over time. This adaptability allows organizations to stay competitive in an ever-evolving market landscape.

Alguna is an all-encompassing platform that streamlines the quote-to-revenue process, tailored for businesses in AI, SaaS, and fintech sectors that require agile, accurate, and flexible solutions throughout their revenue journey. By consolidating essential functions such as pricing, CPQ, billing, payments, usage monitoring, invoicing, and revenue recognition into one cohesive system, it allows teams to quickly deploy pricing strategies, automate revenue workflows, and work from a centralized data source. This cutting-edge platform resolves the complexities associated with disparate billing systems, minimizing manual tasks, unreliable integrations, data silos, invoice disputes, reconciliation issues, and potential revenue shortfalls usually linked with such arrangements. With its user-friendly no-code configuration and real-time metering features, Alguna enables businesses to hasten their monetization processes and grow effectively without increasing operational complexity, supporting a range of pricing models including subscriptions, usage-based pricing, outcome-oriented pricing, and hybrid approaches. Additionally, teams can readily establish pricing structures and discount strategies without any coding expertise, facilitating smooth interactions between quotes, subscriptions, invoices, billing, and revenue analytics, which significantly boosts overall efficiency. This capability not only enhances team productivity but also ensures that businesses can adapt to market changes more readily.

Scopable is a software-as-a-service (SaaS) platform tailored to provide quoting and assessment solutions specifically for managed service providers (MSPs). It effortlessly integrates with a variety of systems that MSPs commonly use, such as ConnectWise, HaloPSA, NinjaOne, Microsoft 365, Azure, Pax8, Ingram Micro, and IT Glue, while also gathering real-time client data that encompasses endpoints, configurations, security status, and details related to 365 tenants. By leveraging this data, Scopable performs automated assessments to evaluate each client's environment, pinpointing security and compliance weaknesses, and generating a prioritized technology roadmap that includes cost estimates. This strategic roadmap feeds into a quoting engine that crafts margin-protected proposals aligned with the MSP's pricing framework, incorporating automated labor and hardware estimates that are adaptable as project scopes change. Clients can access these proposals through a dedicated portal where they can easily provide e-signatures, while the proposals sync back to the PSA for efficient management. Moreover, the platform incorporates natural-language processing to handle client queries, preserves CRM records, monitors governance, risk, and compliance (GRC), and enhances workflow automation. Presently, Scopable is in a limited early-access stage, welcoming a select group of users to explore its innovative features. This approach not only allows for real-time feedback but also ensures that the platform can evolve to better meet user needs.

Psalm is an innovative cloud-based CRM and business management solution crafted for small businesses that need to create quotes before finalizing sales. It adeptly manages inquiries, reminders for follow-ups, price quotes based on diverse criteria like size and quantity, as well as sales orders, invoices, and payment workflows. Clients can conveniently accept quotes online, which transition smoothly into orders that allow for deposit and staged payment options, accompanied by invoices that eliminate the need to re-enter line items. Moreover, Psalm tracks outstanding balances and categorizes overdue amounts into 30, 60, and 90-day intervals for better financial oversight. Users can customize their documents by adding their business logos, colors, and letterheads, enhancing brand identity. Additionally, the platform includes a guided importer that integrates with Excel and Google Sheets, and subscribers to paid plans gain access to an AI assistant that utilizes business records to increase operational efficiency. Pricing is structured per organization, featuring a free tier for a single user to manage invoices, quotes, and customer interactions, with paid options available at £39/month for up to three users, £99/month for up to fifteen, or £199/month for up to fifty users. A 14-day risk-free trial is available without requiring credit card information, giving businesses the chance to explore the platform's capabilities prior to making a commitment. This level of flexibility not only allows small enterprises to select a plan that meets their specific requirements but also equips them with valuable tools to enhance their operational efficiency and growth potential. By utilizing Psalm, small businesses can streamline their processes and improve their overall productivity.

The Ecollat Quotation Tool serves as a specialized online CPQ and proposal platform tailored for B2B sales teams. This innovative solution allows users to create, customize, edit, and share sales quotes using branded templates, along with features like proposal duplication, version control, and flexible approval workflows. In addition, the tool provides valuable insights into proposal engagement and conversion rates, while also integrating seamlessly with Ecollat's PIM and CRM systems to enrich proposals with relevant product and customer information. Businesses can utilize this solution to optimize their quoting workflows and develop customized product proposals for their clientele. Moreover, Ecollat extends its functionality with a mobile application that supports both Android and iOS, ensuring that sales teams can collaborate effectively from any location. This mobile capability significantly boosts productivity and empowers sales professionals to quickly address customer inquiries and requirements. Overall, Ecollat's tool not only enhances the proposal generation process but also strengthens client relationships through timely responses and tailored solutions.

HiVis Quote AI is an online drafting tool specifically designed for tradespeople and small trade businesses in Australia. By entering information such as the type of trade, job details, material costs, hours worked, hourly wages, and location, users can easily create an initial quote, variations, or messages for their clients. The quotes produced can include a comprehensive scope of work, inclusions and exclusions, a cost summary, and payment terms, with users having the option to edit, duplicate, or save them as PDFs for easy printing. The tool is accessible through any web browser on both mobile and desktop devices, eliminating the need for downloads or registration to utilize the free daily quota. For those seeking more extensive usage, a Pro subscription is available, offering unlimited drafts in line with fair use guidelines and the ability to cancel at any time. It is crucial for users to verify and confirm all quantities, scopes, and pricing before sending out any drafts, as these outputs are generated by AI technology. Furthermore, users should be aware that this application is not intended for creating Safe Work Method Statements (SWMS), safety documents, or other compliance-related materials. For tradespeople aiming to enhance their quoting efficiency, HiVis Quote AI offers a contemporary and user-friendly solution that simplifies the entire process. This innovative platform not only saves time but also helps ensure accuracy in client communications.

QuoteBuddy is a cloud-based quoting solution specifically designed for machine shops, job shops, and sheet-metal fabricators. This cutting-edge application analyzes technical drawings submitted in various formats such as PDF, PNG, or JPG, pulling out crucial information including dimensions, hole specifications, tolerances, materials, and classifications of parts. With machine configurations, material options, routing paths, hourly rates, and markups tailored to each shop, it effectively calculates both production timelines and costs. Estimators have the advantage of confirming the accuracy of the extracted data, adjusting pricing parameters as needed, and generating a professional PDF quotation for clients. The system supports workflows for CNC milling and turning processes, as well as cutting techniques like laser, waterjet, or plasma for metal fabrication. Aimed at shop owners, estimators, sales representatives, and technical staff who handle quotes based on customer drawings, QuoteBuddy simplifies the quoting process significantly. Users can start with a free plan that provides unlimited AI-assisted quotes for the first month, after which the limit decreases to three quotes per month. For users who require a higher volume of quotes, paid monthly subscriptions start at €149, enabling up to 100 quotations each month, with a discount of around 17% available through annual payments. Additionally, the platform’s intuitive design and extensive features position it as an essential tool for businesses looking to improve their quoting processes and increase overall efficiency in their operations. By streamlining this crucial aspect of production, QuoteBuddy helps businesses save time and reduce errors in their quoting efforts.

Legalesign is an enterprise software solution based in the UK that enables users to send, sign, and manage contracts digitally. This platform is adopted by various companies to enhance their efficiency and financial performance, boost customer satisfaction, minimize reliance on printing, facilitate signing from any location, and ultimately alleviate the heavy workload of paperwork that often burdens employees. By streamlining the contract management process, Legalesign not only saves time but also contributes to a more environmentally friendly approach to business operations.

Quotient stands out as an intuitive and sophisticated online platform specifically crafted for the generation and management of quotes, enabling users to easily create, send, and monitor their quotes. This application is fully compatible with Mac, iPhone/iPad, and Windows systems, providing a secure environment for all users. Among its robust features are acceptance confirmation emails, customizable quote templates, internal private notes, and the convenience of one-click online acceptance, which collectively streamline the quoting process considerably. Furthermore, Quotient offers seamless integration with a variety of applications, such as Xero, Zapier, Insightly, QuickBooks Online, Capsule, MailChimp, and Highrise, thereby amplifying its capabilities and adaptability. Consequently, businesses can enhance their operational efficiency and foster better communication with clients through this all-encompassing solution. In today’s fast-paced business landscape, having such a tool can significantly reduce the time spent on quoting, allowing teams to focus on other critical tasks.

For individuals seeking an economical and easy-to-use CPQ solution, CIS Configurator stands out as a top option. This tool is designed to streamline the quoting process, significantly improving the productivity of sales teams by allowing them to quickly configure, price, and quote complex products, which in turn facilitates faster deal closures. As a web-based platform, CIS Configurator boasts a rule-driven configurator, robust pricing management features, smooth integration with various ERP and CRM systems, a centralized repository for all quotes, and improved visibility into the sales pipeline. Its user-friendly interface, combined with its powerful functionalities, makes CIS Configurator a catalyst for transforming how companies handle their sales processes. Furthermore, businesses leveraging this tool can expect not only efficiency gains but also a more organized approach to managing customer interactions and sales strategies.

Simpro helps trade and service businesses connect office workflows with field work. Contractors and service teams use it to organize quotes, schedules, dispatch, job records, technician activity, invoices, reporting, customer communication, maintenance workflows, assets, and inventory-related work. It is built for industries such as HVAC, plumbing, electrical, fire and security, facilities maintenance, and other residential or commercial service teams. Simpro gives office teams a clearer way to manage work in progress while field teams can access the job details they need on mobile devices. Simpro Lightning adds an AI-focused intelligence layer to help teams ask questions, surface insights, and support daily decisions from business data.

eJeeva Commerce serves retailers, manufacturers, and distributors who seek to improve the online shopping journey for their customers. This versatile and easy-to-navigate eCommerce platform caters to both B2B and B2C sectors, providing a wide range of powerful features that help businesses stand out in a competitive landscape. With eJeeva Commerce, users can easily search for, discover, and compare different products, as well as request quotes, apply discount coupons, and complete their purchases seamlessly. Furthermore, the platform integrates effortlessly with leading business systems, giving users instant access to crucial information such as pricing, order status, and inventory levels. Consequently, eJeeva Commerce not only simplifies the buying process but also enables businesses to build stronger relationships with their customers by offering tailored experiences that meet their individual needs. This commitment to enhancing user engagement positions eJeeva Commerce as a valuable partner for businesses looking to thrive in the digital marketplace.