List of the Top SaaS Quoting Software in 2025 - Page 7

Take full control of your customer service division, overseeing everything from resolving engineering service requests to supervising the customer portal. Improve your sales workflow from the initial lead through to scheduling meetings and further follow-ups. Effortlessly elevate your customer interactions while significantly reducing administrative burdens. Ensure you have access to essential data and information whenever needed to achieve your goals and promote business growth. Oversee the entire process of quoting, ordering, and invoicing smoothly at your holiday home dealership. Allocate tasks among your engineers to maintain complete transparency while empowering your team to complete assignments, transfer jobs, or upload images from any device, even in offline situations. This efficient strategy not only increases productivity but also fosters greater collaboration among team members and enhances customer experience. By implementing these practices, you will be well-positioned to respond swiftly to customer needs and improve overall service quality.

The telecommunications industry has consistently encountered obstacles stemming from the disparities in product pricing across different regions, underscoring the necessity for a solution that provides location-specific quotes. GeoQuote effectively meets this requirement by offering users the ability to access real-time pricing information, which enables them to compare vendor options and estimated costs for particular addresses. To incorporate GeoQuote into your website, you simply need to integrate a simple code associated with your Telarus Agent BackOffice Agent ID. When potential clients inquire about pricing, their requests will automatically appear as new leads within your platform, clearly outlining their technology requirements. By reviewing the fiber map, you can identify all available suppliers and create a quote, which acts as a critical foundation for advancing your sales initiatives. Within less than a minute, you will receive a comprehensive quote detailing the vendors in the area, along with their estimated prices, service agreements, equipment specifics, and terms of service. This swift process not only simplifies the quoting procedure but also significantly improves your chances of successfully closing deals. Ultimately, leveraging GeoQuote can provide a competitive edge in the fast-paced telecommunications market.

Gain immediate insight into the status and details of all your quotes, enabling you to seamlessly arrange them according to essential criteria such as opportunity, current status, customer, and line-item specifics. The conventional approach to tracking quotes by hand can be tedious and inefficient. With Telarus QuoteVue, however, you can quickly identify the necessary support resources to address any questions, adjustments, or issues that may arise. This platform ensures transparency and accountability in managing your quotes, providing you peace of mind. Improved visibility not only streamlines operations but also enhances collaboration, guarantees compliance, and offers vital insights into your sales processes, potentially leading to increased sales and greater customer satisfaction. Continuous real-time updates allow your business to maintain flexibility, promoting exceptional customer service, efficient teamwork, reduced mistakes, and guiding you towards making informed decisions that boost overall business effectiveness. Furthermore, utilizing solutions like Telarus QuoteVue can profoundly revolutionize your sales management strategies and enhance your interactions with customers, paving the way for long-term success. By adopting such innovative tools, you position your business to thrive in a competitive landscape.

Super Proposal serves as a comprehensive platform designed to streamline the process of creating, managing, and delivering professional proposals with remarkable efficiency. Catering to a diverse array of industries, it offers a variety of templates and tools that expedite the proposal writing journey while boosting overall effectiveness. Among its many features are customizable templates, an intuitive drag-and-drop interface, and automation functions that help save valuable time. Moreover, it enables real-time collaboration, provides a client portal to enhance engagement, and incorporates digital signatures for hassle-free approvals. With additional features such as version control, in-depth analytics and reporting, integrated payment solutions, and secure cloud storage, Super Proposal is an adaptable option for businesses looking to refine their proposal workflows. This cutting-edge platform not only simplifies the intricacies of the proposal process but also significantly improves the user experience, making it an indispensable resource for organizations striving to enhance the quality of their proposals. As a result, Super Proposal empowers users to craft compelling proposals that can lead to greater success in securing business opportunities.

The SAASRAM Suite, created by SAASTEPS, provides an all-in-one solution for overseeing the complete revenue lifecycle, designed to enhance and streamline business operations in order to drive growth and profitability. Leveraging the Salesforce platform, it employs an integrated data model that eliminates the need for custom coding or intricate integrations, allowing for effortless connectivity with existing CRM and ERP systems. This suite boasts a variety of functionalities, including eCommerce capabilities, payment processing, quoting, subscription management, billing and invoicing, renewals, and revenue recognition. By implementing this holistic approach, companies can successfully engage, retain, and develop customer relationships through a comprehensive 360˚ customer view dashboard. Additionally, by consolidating billing, renewals, and revenue recognition into a unified system, SAASRAM empowers teams to collaborate more efficiently, automate their workflows, and uncover new avenues for growth that extend well beyond the initial transaction. This powerful suite not only streamlines operational processes but also boosts customer satisfaction, ultimately resulting in improved business performance. As a result, organizations utilizing SAASRAM can position themselves for sustainable, long-term success in an increasingly competitive market.

Taskip is a robust platform aimed at optimizing the management of tasks and client relationships in an efficient manner. This tool significantly improves organizational workflows, encourages team collaboration, and consolidates vital information in one place. Users can effectively monitor their projects, interact with their teams effortlessly, and keep a detailed log of all client communications. Its intuitive design, paired with features like task tracking, invoicing, and client management, ensures that no aspect of your work is overlooked. By offering a well-structured approach to project management, Taskip enables you to focus on growing your business while also prioritizing client satisfaction. Additionally, Taskip enhances productivity, streamlines daily operations, and simplifies complex processes, making it an invaluable asset for professionals. Adopting this platform not only conserves valuable time but also allows you to maximize your achievements in your career pursuits. Ultimately, Taskip equips you with the tools needed to thrive in a competitive environment.

CowboyQuote transforms the traditional door-to-door sales method by turning ordinary paper door hangers into trackable digital quotes through unique QR codes. This innovative platform allows service-based companies to increase their route efficiency and improve conversion rates, while also providing extensive analytics and video messaging capabilities. Key Features: - Digital Door Hangers: Design and customize door hangers that include unique QR codes leading to a tailored digital quote based on specific templates. - Comprehensive Analytics Suite: Track where quotes were activated, observe customer interactions, and evaluate acceptance rates and response times. - Multi-User Platform: Manage teams with access tailored to different roles and tools for performance assessment. - Video Messaging: Incorporate personalized video greetings with quotes for a more personal touch (available in the Cowboy Plan). - Enhanced Engagement: This platform not only simplifies the sales process but also builds stronger relationships with potential customers through interactive features, creating a more engaging experience overall.

Dean Infotech’s AutoQuote tool offers an easy-to-integrate solution for automating quote generation within HubSpot. The step-by-step guide takes users through the installation and configuration process, ensuring seamless synchronization with HubSpot’s CRM system. With AutoQuote, businesses can automate the creation of quotes, optimize sales operations, and reduce manual effort. The tool helps sales teams focus more on customer relationships while improving the accuracy and speed of the quoting process.

Solidify provides an all-encompassing solution for eCommerce and Configure-Price-Quote aimed at empowering manufacturers to excel in a fiercely competitive landscape. The intuitive Sales Portal enables businesses to create an elegant Product Catalog and Product Configurator, allowing users to access their accounts from anywhere at any time. With ease, users can keep track of inventory levels, verify pricing, monitor order statuses, and even reorder products without needing assistance from customer service or sales teams. Furthermore, Solidify has the capability to cut down manual order processing by as much as 85%, which can lead to a significant reduction in customer service costs. In addition, it integrates effortlessly with existing back-end legacy and ERP systems to ensure all sales transactions are handled efficiently. This seamless integration not only optimizes operations but also significantly improves the user experience by delivering real-time data and actionable insights. By utilizing Solidify, manufacturers can enhance their operational efficiency and responsiveness to market demands.

Model N provides an all-encompassing platform designed to help organizations boost their revenue while updating their workflows in Sales, Marketing, Channels, Finance, and Legal. By leveraging Model N’s revenue management capabilities, companies can shift from fragmented, tactical practices to unified, comprehensive revenue processes driven by automation and insightful analytics. The Revenue Cloud seamlessly integrates front-office and back-office operations, establishing a unified system of record for all revenue-related tasks. This innovative platform allows clients to easily configure and quote complex products, quickly execute intricate contracts, and access precise, real-time data on channels, thereby enhancing transparency and understanding within their networks. Moreover, it simplifies the administration of incentive programs, which effectively helps in avoiding overpayments. Additionally, Model N’s Rebate Management feature boosts channel engagement, ultimately leading to better revenue optimization. By adopting this integrated approach, organizations can significantly improve their efficiency and effectiveness in generating revenue, paving the way for sustainable growth and success. Overall, Model N stands out as a transformative solution in the realm of revenue management.

Manufacturers' Representatives have specific requirements for managing job tracking and quoting tasks. We understand the complexities inherent in your field and the essential relationships needed to initiate and finalize projects. As changes occur within this industry, ISQuote also transforms to meet those demands. This software emerges from a collaborative effort driven by the insights of its users—those who navigate the workflow daily. We highly encourage and value user feedback, which has led to ISQuote being recognized as the preferred Job Quoting Software for manufacturers' representatives across the United States. By integrating all your job tracking and quoting information into a singular, intuitive platform, ISQuote enhances quoting processes, organizes necessary documents, keeps track of notes, manages contacts, and offers a plethora of additional features. With ISQuote, your team can conveniently access vital job and quote data no matter their location, whether they are in the office or out in the field. Specifically tailored for the unique needs of manufacturers' representatives, ISQuote was developed 15 years ago after numerous clients approached us for a better solution to facilitate their quoting activities, and we have consistently evolved the software to align with their changing needs. This sustained collaboration with our users not only strengthens our relationship but also drives our commitment to continuously enhance the software with each update while ensuring it remains relevant and effective. As we move forward, we are excited to explore new features that will further support your efficiency and success.

Grizzly Quote revolutionizes the quoting process by allowing users to create, manage, send, and finalize quotes with ease, all for a single, reasonable price and without the necessity of extra software. This innovative platform is designed to conserve both time and resources for businesses by integrating a PCI-Compliant Payment Page that streamlines the finalization of quotes. It offers customized payment pages secured with 256-bit encryption and utilizes Google’s Two-Factor Authentication to bolster security measures. Customers can easily access and pay for quotes through any internet-enabled device, making the entire process as simple as generating and sharing the quotes themselves. Constructed with advanced technologies like HTML5 and CSS3, Grizzly Quote follows industry best practices to mitigate potential security risks effectively. Its broad compatibility ensures functionality across all browsers, operating systems, and devices, providing a seamless experience whether quotes are created on a tablet or accessed via smartphones. This flexibility not only improves customer satisfaction but also enables clients to conduct transactions effortlessly from their chosen devices, ultimately fostering a more efficient business environment. As a result, Grizzly Quote not only enhances the quoting process but also strengthens customer relationships through its user-friendly features.

CPQ software, which stands for Configure, Price, Quote, plays an essential role in bridging the gap between customers and the manufacturing process. Its key features encompass product configuration, price determination, and quote generation. Designed with a strong emphasis on addressing customer needs, this software ensures that it suggests the most relevant products for different situations. A collection of predefined rules ensures that configurations remain accurate, allowing for a seamless progression to subsequent stages. By employing a modular variant system, it enables the innovative combination of standardized function modules to create custom product variations that align with client requirements. The product configurator within a CPQ system efficiently converts customer specifications into suitable products and features. Moreover, rule-driven workflows reduce the necessity for extensive internal discussions and approvals. Consequently, this leads to a remarkable 28% acceleration in the sales cycle, thereby improving sales efficiency while refining pricing strategies, which opens more avenues for cross-selling and upselling, ultimately increasing both sales and profit margins. Harnessing this technology not only simplifies the sales process but also cultivates stronger client relationships through tailored offerings, enhancing overall customer satisfaction and loyalty.

The Quote Generator platform provides clients with a fast and efficient way to receive instant quotes and place orders online. This cutting-edge tool enables cleaning service providers to market their services more effectively and with improved accuracy. By making your services and pricing more accessible, the Quote Generator not only saves you precious time but also increases your sales potential. Clients can receive real-time quotes, with automated notifications sent to both parties. Furthermore, it allows you to share your availability and integrates credit card processing through Stripe, accommodating all major credit cards. To enhance customer appeal, the platform also features e-coupons, offering a well-rounded solution for your business requirements. With these capabilities, the Quote Generator significantly simplifies the quoting and ordering experience for everyone involved, fostering a more streamlined workflow. As a result, it empowers service providers to focus on delivering quality services while optimizing their business operations.

A comprehensive platform efficiently oversees all aspects of complex product costing, including the different subprocesses that influence the final price of a product assembly. QuoteWin enhances quoting operations and data management, resulting in more competitive material costs, reduced quote turnaround times, and improved data accuracy. DesignWin promotes efficiency in workflows while maintaining traceability throughout the product pricing processes. Furthermore, EMS quoting and comparative analytics deliver an all-encompassing costing solution. The modular architecture of our offerings provides clients with the ability to customize a solution that meets their specific needs and challenges effectively. This adaptability not only helps businesses to meet their current requirements but also positions them to evolve and thrive as their demands change in the future. Ultimately, this ensures that they remain competitive in a constantly shifting market landscape.

Navigating the complexities of software projects can resemble traversing an intricate jungle without a guiding map, making it challenging to effectively plan, analyze, manage, and estimate them. SEER-SEM offers a comprehensive overview of what lies ahead for both Agile and traditional software development approaches. By utilizing this tool, you can project realistic outcomes regarding the project's cost, timeline, effort, and reliability. This model allows you to adjust your organization's processes, technologies, and strategies accordingly. It is crucial to draw lessons from previous experiences. To achieve project success, it is important to develop credible and well-supported cost and schedule estimates grounded in industry data. Additionally, to enhance the transparency, predictability, and manageability of the project, it is essential to gain insights into key development factors such as defect discovery, removal rates, and scope creep. To improve the accuracy of estimates for new projects, capturing benchmark data and applying it at every level is vital. Ultimately, SEER-SEM serves as a valuable resource to reduce the uncertainties associated with software projects and guide you toward successful outcomes. Embracing this methodology not only streamlines the estimation process but also empowers teams to make more informed decisions throughout the project lifecycle.

Quote-IT! software is recognized as the most comprehensive tool for bidding and cost estimation in the electronics manufacturing industry, specifically crafted to improve supply chain processes. What sets Quote-IT! apart from its rivals is its capability to quickly evaluate projects by leveraging distribution pricing and availability. With an array of powerful features and tools, users can seamlessly integrate ERP data and historical quoting insights, streamlining supply chain inquiries to concentrate on vital components, which consequently speeds up supplier response times and minimizes the chances of repetitive or erroneous requests. Users can thoroughly analyze component supply information via various customizable reports that encompass essential metrics, including cost, availability, lead time, and excess exposure. By incorporating ERP data, Quote-IT! capitalizes on up-to-date contract pricing and purchasing behaviors, reducing excess inventory while providing visibility into supplier patterns and predicting possible price fluctuations for future costs. This all-encompassing strategy not only empowers users to make well-informed decisions but also positions them to greatly boost their operational efficiency. Furthermore, the intuitive interface of Quote-IT! enables users to navigate the software easily, ensuring a smooth experience while managing their supply chain needs.

Whether you are dealing with simple transactions or complex sales strategies, we provide the essential solutions you require. WeEstimate, alongside our tailored feature modules, presents adaptable options for national accounts, contractual pricing, an array of catalogs, varying tax codes, detailed reporting, and a multitude of sales challenges faced by larger, multi-location enterprises. On the other hand, WeSuite equips small to medium-sized businesses with powerful tools that align with their scale and budget, fostering growth opportunities. Our sales management software and mobile applications enhance your team's efficiency, allowing them to present with confidence and improve sales performance by optimizing and automating the entire quote-to-closure process. Coordination and collaboration have reached unparalleled levels, as real-time centralized data ensures that all team members stay aligned and focused on common goals. By utilizing pipeline insights and extensive sales analytics, you can make strategic business decisions that propel your organization forward and increase profitability. In the end, our solutions aim to empower your workforce while driving your enterprise to unprecedented success, ensuring that every aspect of your sales process is fine-tuned for optimal results. This commitment to excellence is what sets us apart in the competitive landscape.

Transform your clients' shopping experience by providing an interactive and visually appealing selection process that captures their attention and keeps them engaged. This strategy not only gives your sales channels a significant competitive advantage but also facilitates a more rapid conversion journey. Implementing such a method will allow for more effective product sales, minimizing costly errors and redundancies, which can significantly shorten the sales cycle. By streamlining your fulfillment process across the organization, you can generate heightened interest, leading to an increase in potential leads and a higher volume of quotes through an intuitive quoting system. Meeting customer demands with quicker quote-to-delivery times will enhance your win rates while decreasing dependence on internal resources. Additionally, you can automatically create accurate proposals along with necessary fulfillment documents, which will accelerate the launch of new products by quickly adapting to market trends. Ultimately, this all-encompassing strategy will not only improve customer satisfaction but also foster sustained business growth and innovation, allowing you to stay ahead in a competitive landscape.

Our Enterprise Condition Management system, often labeled Rate Management, streamlines the establishment of reliable quoting and contract frameworks through effective and transparent rate management strategies. Central to this tool is the standardization of the often complex costs associated with logistics services, presented in a clear manner that highlights all relevant details. By utilizing CargoSoft ECM, users can more easily compare rates and routes, leading to faster and more reliable preparation of quotes. This system promotes an open assessment of costs, trends in expenses, and the key factors driving calculations across different routes. Additionally, it simplifies the process of choosing favored service providers, boosts the support for calculations, and strengthens your negotiating position with them. With the ability to assign specific user permissions related to rates and contracts, all involved parties can access crucial data relevant to their responsibilities, ensuring a unified understanding across the board. This collaborative methodology not only enhances operational efficiency but also encourages a well-coordinated effort among all stakeholders, ultimately leading to improved outcomes for the entire organization. Every aspect of this system is designed to promote transparency and efficiency, making it an invaluable tool for managing logistics costs effectively.

The most pressing challenge we face today is effectively managing our time, a situation where Hive CPQ can provide significant assistance. Our Configure Price Quote (CPQ) solution empowers customers to effortlessly create intricate products, receive tailored quotes almost instantaneously, and conveniently order products and spare parts directly from the production line. With our product configurator, both sales and back-office teams gain a comprehensive view of the entire workflow, enabling them to allocate more time to crucial activities such as nurturing customer relationships. By streamlining the quoting process, businesses can redirect their focus toward increasing sales and enhancing overall productivity. Ultimately, this leads to greater efficiency and improved customer satisfaction.

SplashQ2C offers customizable templates that enable users to generate quotes swiftly and efficiently. With the integrated "Buy Now" button, customers can not only accept quotes but also make payments instantly, facilitating a seamless transaction process. This tool enables immediate payment processing and ensures that orders are sent to suppliers for fulfillment without delay. Resellers have the opportunity to preserve their brand image by utilizing co-branded and reseller-specific quote templates. Users have the flexibility to create and tailor their own quote templates based on different types, which is particularly beneficial for managing frequently placed orders. Moreover, SplashQ2C handles payments for clients, catering to various payment preferences, including credit card transactions, purchase order approvals, and management of credit lines. It simplifies payment processing by allowing the upload of purchase orders or direct credit card payments, making it easy to collect and reconcile payments. Additionally, the system automatically generates and dispatches invoices and receipts to customers, enhancing overall efficiency in financial transactions and record-keeping. The comprehensive features of SplashQ2C streamline the quoting and payment processes, ultimately improving the user experience.

Creating exceptional software is at the core of our mission, with a focus on enhancing the manufacturing sector. Our solutions are not only highly functional but also aesthetically pleasing. The goal is to achieve advancements such as faster rockets, improved automobiles, and more cost-effective production techniques. Imagine a world where everything operates 30% more efficiently, effectively, and robustly—this is a future worth striving for together. Atlas Solutions' Fulcrum serves as a SaaS platform designed to empower small and medium-sized manufacturers by optimizing workflows and automating data collection. This innovative tool brings significant value by facilitating a digital, paperless environment that utilizes machine learning, predictive analytics, and advanced heuristics to enhance productivity and profitability. Our commitment is to assist manufacturers in embracing state-of-the-art software that alleviates stress, maximizes the potential of skilled employees, automates monotonous tasks, and ultimately allows you to concentrate on what truly matters: nurturing customer relationships and driving success. By partnering with us, you are taking a step toward a more efficient and sustainable future in manufacturing.

A cloud-based platform designed for effortless purchasing is at your service. ProSel/B2B transforms the B2B eCommerce landscape by automating the sales process with a strong focus on the customer experience. It offers an expansive range of features, unparalleled versatility, and extensive control along with high configurability and customization options. By providing you with all the necessary tools, it empowers you to enhance your online sales. This advancement leads to a more competitive and efficient sales team, ultimately driving growth and boosting profitability. Additionally, ProSel/B2B enables you to engage with, empower, and retain customers, fostering long-lasting and lucrative partnerships. Over time, customers will prefer resellers who offer them a seamless and convenient partnership experience. With ProSel/B2B, conducting business online is straightforward; customers can easily search for products, evaluate pricing, create quotes, and place orders at their convenience, regardless of time or location. This user-friendly approach not only simplifies transactions but also enhances customer satisfaction and loyalty.

Say goodbye to pre-production challenges. Elfsquad is designed specifically for creators, streamlining the sales and production workflows to enable sellers and buyers to effortlessly configure intricate products. With Elfsquad, your sales teams, dealers, and customers can easily navigate complex product configurations. The platform simplifies the understanding of these products for all audiences. This is where Elfsquad stands out: a quote generated through Elfsquad not only ensures a precise configuration but also aligns perfectly with customer needs. Additionally, it seamlessly integrates with various IT applications, as the configuration marks only the start of a comprehensive logistical journey. Elfsquad can connect with any software, including ERP, CAD, CRM, Outlook, Excel, and your local storage solutions. By digitalizing your entire operations, Elfsquad empowers your software to effectively promote your products, which is another significant advantage. Unlike typical software solutions, Elfsquad is crafted by individuals with expertise in sales, rather than IT professionals, recognizing that your top IT specialist may not necessarily excel in sales. This unique approach ensures that the platform meets the real-world demands of sales teams, enhancing their ability to succeed.