List of the Top Quoting Software for Nonprofit in 2026 - Page 2

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.

LumaQuote is a specialized software solution designed for conducting lighting audits and generating proposals specifically for contractors, lighting retrofit companies, distributors, and energy management teams. This innovative tool empowers users to collect project data, track area and fixture counts, assess existing lighting in comparison to recommended LED options, forecast energy savings, incorporate utility rates, identify control opportunities, account for rebates, estimate installation costs, and produce tailored retrofit proposals. By moving away from traditional spreadsheets for lighting estimates, teams can enjoy a more streamlined process from audit to proposal. LumaQuote is particularly beneficial for commercial lighting improvements, LED retrofit projects, rebate-dependent proposals, and sales teams needing accurate calculations, faster quoting, and high-quality PDF proposals for their clients. In addition, this software not only boosts the efficiency of lighting projects but also guarantees a professional and polished presentation for stakeholders involved. The versatility of LumaQuote makes it an invaluable asset in enhancing the overall workflow of lighting initiatives.

Configure One Cloud, a product of Revalize, enhances sales cycles, simplifies business operations, and boosts efficiency through its premier CPQ solution. Leveraging over two decades of experience in the manufacturing sector, it facilitates the development of custom product configurations, instantaneous pricing calculations, seamless production data integration, and secure order placements, all integrated within a single platform. Elevate your manufacturing and sales processes with Configure One Cloud's sophisticated CPQ system, designed specifically for intricate product configurations and adaptable to global markets. As a proud member of Revalize, a frontrunner in CPQ, PLM, and design solutions, it offers a more streamlined journey from concept to revenue. Supporting over 15,000 clients worldwide, Revalize empowers businesses to effectively design, model, develop, and market an astounding $100 billion in products each year. Join a growing community of manufacturing pioneers who are adopting Configure One Cloud as a fundamental element of their digital transformation initiatives. With Revalize, no matter where your business journey begins, the potential for improved outcomes is always within reach. Discover the transformative power of Configure One Cloud today and revolutionize the way you operate.

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.

Carry out all assignments flawlessly while ensuring everything stays well-structured. Maximize your efficiency, take the lead, and impress your clients through effective scheduling, communication, and meticulous documentation of tasks. Streamline your professional experience with specialized tools tailored for trades, fostering customer loyalty in the process. Quickly set up appointments and receive immediate confirmations to enhance productivity. Improve your job booking system with online scheduling, timely client notifications, and simple methods to keep all parties updated. Effortlessly coordinate your teams with clear calendars, crucial notes, and daily tasks that facilitate easy collaboration. Keep track of tasks and projects to ensure a clear view of progress at all times. Manage multiple projects with organized job sheets and pipelines that enable smooth and consistent operations. Maintain easy access to every task, allowing you to retrieve quotes, notes, and assignments quickly through mobile job files that transform work management into a more efficient process. Additionally, these innovative tools free you to concentrate on what is most important—providing outstanding service and cultivating lasting relationships with your clients while ensuring that your workload is balanced and manageable.

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.

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.

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.

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.

Sculptor CPQ is a solution that simplifies product configuration, pricing, and quote management in Salesforce. Sales teams can create bundles, configure pricing rules and send quotes - all without switching between applications. Benefits: - faster quote creation; - reduced manual work; - improved visibility into pricing rules; - simplified management of configurable products; - enhanced collaboration with customers. As a result, Sculptor CPQ allows to reduce the length of the sales cycle by 30%.

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.

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.

DoneQuote is an innovative quoting solution powered by AI, specifically tailored for businesses that frequently send out quotes, such as those in the trades, home services, and B2B field sales sectors with extensive product catalogs, including commercial equipment dealers. When quoting delays occur, opportunities may be lost, and inaccuracies—like wrong items, pricing mistakes, disorganized PDFs, version mix-ups, and unclear details—can similarly harm business prospects. DoneQuote streamlines this process by generating quotes directly from your product catalog, guaranteeing both thoroughness and accuracy. Users can examine each line item, make edits in plain language, and send out a customized online quote efficiently. Customers benefit from easy access to their quotes via smartphones and can approve them with just one click, while automated reminders are sent for any quotes that go unanswered. This tool enhances the sales process from the first interaction to the completion of the deal, though it does not include invoicing and scheduling functionalities. The initial ten quotes sent through the platform are free, and the software is designed to be mobile-friendly, remaining operational until the transaction concludes. Moreover, its seamless integration fosters a more streamlined and effective sales experience, making it a valuable asset for any business that requires consistent quoting capabilities.

QuotedPart is an innovative cloud-based quoting platform tailored for CNC machine and sheet metal job shops. This solution simplifies the process of forwarding RFQ emails, responding to customer inquiries via a web-driven RFQ platform, and uploading multiple file types such as STEP, IGES, and PDF. It features advanced capabilities to analyze 3D models, extracting vital drawing details including material specifications, finish types, tolerances, and thread information; furthermore, it can generate estimates based on drawings while clearly stating any assumptions involved. Estimators have the flexibility to customize work centers, establish shop rates, select materials, define necessary operations, and implement markups, all while being able to examine adjustable routings, costs, profit margins, lead times, and quantity discounts. The software allows users to present quotes in a professional manner, either as branded customer-facing pages or in a PDF format, enabling clients to choose quantities and complete their orders through a purchase order. Additionally, QuotedPart streamlines the transfer of estimates, routings, and quotes directly to JobBOSS², while providing an option to export quotes and won orders in CSV or Excel formats for seamless integration with other systems. With a secure ITAR-compliant vault for managing sensitive part data, this robust tool significantly enhances the efficiency and accuracy of the quoting process for job shops, ultimately leading to improved customer satisfaction and operational workflow. This makes QuotedPart an essential asset for any shop aiming to optimize their quoting procedures.

InForge is an innovative online platform tailored for the quoting and definition of scopes of work, aimed at agencies, studios, contractors, and various project-based businesses. This solution enables organizations to create customized intake forms and set pricing standards, effectively converting inquiries from potential clients into detailed quotes and thorough scopes of work. Teams can easily modify and send proposals through a dedicated client portal, allowing clients to review the details, sign documents electronically, and access payment links. The platform accommodates quotes that include packages, individual line items, and ongoing retainers, while also offering industry-specific templates to personalize both forms and pricing models for different trades. Furthermore, InForge features a WordPress plugin that facilitates the seamless integration of intake forms, adjustable payment links, and optional AI-powered drafting for generating intake or scope documents using the customer's API key. Importantly, the subscription plans are structured to be billed monthly rather than per user, with a complimentary tier that enables the management of a single active project, thus making it an appealing option for smaller businesses. Overall, the extensive range of functionalities positions InForge as a highly adaptable tool for organizations aiming to enhance their project quoting efficiency and effectiveness.

SatelliteQuotes is a cutting-edge cloud solution tailored for roofing and exterior contractors to facilitate quoting and lead generation. Homeowners can quickly receive estimates by simply inputting their property address, leveraging aerial imagery, accurate property measurements, and contractor-defined pricing standards. The estimates are fully customizable, allowing contractors to manage details such as materials, fees, and minimum charges through an intuitive dashboard. Additionally, contractors can easily embed a personalized quote widget on their websites or share a specialized hosted quote page to reach potential clients. This platform not only helps gather homeowner contact details but also generates branded estimates and maintains a detailed lead management system with features like pipeline oversight, calendar organization, and analytics. It supports a wide range of exterior services, including roofing, gutters, siding, solar, paving, fencing, and landscaping. Furthermore, SatelliteQuotes includes an API and an MCP server, providing vital resources for crafting estimates, setting up widgets, and accessing relevant pricing and trade data. By equipping contractors with all necessary tools, SatelliteQuotes ultimately enhances operational efficiency while improving the overall experience for homeowners, making the quoting process smoother and more effective for both parties. This comprehensive approach ensures that contractors can focus on delivering quality service without being bogged down by administrative tasks.

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.