List of the Top Quoting Software for Windows in 2025 - Page 2

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.

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.

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.

Methodia stands out as a prominent provider of Business-as-a-Service (BaaS) and Software-as-a-Service (SaaS), delivering tailored business solutions aimed at enhancing efficiency in the energy and telecommunications sectors. We focus on creating comprehensive software solutions for utility management alongside innovative digital products for broadband, telephony, and energy services. Our vast expertise lies in streamlining business operations while offering consulting and IT services tailored to the utility and telecom industries. Established in the United States in 1998, we have expanded our reach to customers across Europe, North America, and South America. In 2008, Methodia relocated its headquarters and primary research and development center to Sofia, Bulgaria, which marked a significant milestone in our growth. Today, our dynamic team comprises over 70 skilled professionals from various fields, enabling us to manage the entire IT value chain effectively, ensuring we meet diverse client needs with precision.

InterAcct Software Pty Ltd is an Australian firm specializing in the creation of integrated accounting and business software systems, operating under the name InterAcct since its inception in 1983. This company has maintained a small business ethos, emphasizing personalized customer service while garnering recognition, including the esteemed Australian Small Business Award in 1990, for their innovative marketing and ability to customize solutions to meet client needs. InterAcct views their offerings as a solution to a broader challenge: the necessity of proper software implementation within a business to unlock its full potential. Unlike companies that adopt a "sell and forget" approach, InterAcct is committed to ensuring their clients maximize the capabilities of their advanced accounting and management software through specially designed training programs, fostering a collaborative relationship with their customers. This dedication to comprehensive support reflects their belief in the importance of empowering users to fully harness the technology at their disposal.

QwikQuote is accessible as long as you have internet connectivity to your quoting software, whether it resides on your office computer, a terminal server, a Citrix application server, or in the cloud. Regardless of your setup, you will enjoy consistent productivity and satisfaction without requiring any extra training or reeducation. You can choose the most appropriate remote access method for your quoting system to meet your business and management needs effectively. Personal Selling Power has recognized QwikQuote as the leading quoting software for business sales, emphasizing its ability to streamline the creation of tailored sales quotes, invoices, and estimates, which allows even the most complex quotes to be completed with ease. As the original desktop quoting software, QwikQuote allows sales professionals to generate quotes and invoices rapidly with just a few clicks. The quoting process should be simple and efficient, permitting a smooth transition from proposal to invoice, which is why we are frequently dubbed 'The Easy One.' Additionally, our Learning Center features a video titled "Making a Quick Quote," which provides further valuable insights. You’ll find that using QwikQuote not only boosts your efficiency but also enhances your overall customer experience.

Founded in 2003, Intelometry, Inc. is a consulting and technology services firm that focuses on the operations of the retail electricity and natural gas markets. The company serves a diverse clientele, including major energy consumers, substantial energy suppliers, user groups, and consulting firms across the continental United States. Intelometry boasts three primary offerings: a software suite for retail energy transactions tailored for energy brokers and suppliers, expert consulting services in retail energy market operations and regulatory challenges, and market operations analysis involving the generation and dissemination of energy data for retail. The leadership team at Intelometry comprises seasoned professionals who have held key positions in significant energy corporations and consulting entities. This extensive real-world expertise equips them with valuable insights and credibility, enhancing their effectiveness in serving clients across the industry. Additionally, the firm's commitment to innovation and excellence sets it apart in a competitive market landscape.

A comprehensive quoting platform allows agents to provide precise and timely life insurance coverage estimates for their clients. With access to rates from over 100 life insurance carriers, it supports quotes for a range of products such as Term, Return of Premium, Simplified Issue, and Guaranteed UL. You can effortlessly embed instant life insurance quotes into your website. The Website Quoter is designed to integrate seamlessly with your current site and automatically adjusts to fit any screen size, ensuring an aesthetically pleasing display across all devices. Moreover, you have the option to select which life insurance companies you want to feature in your quotes and specify the email address for lead submissions. The Compulife Basic Quoter is available on any device with internet access, including computers, tablets, and smartphones. Its fully responsive design enables compatibility with a wide array of platforms such as PCs, Macs, iOS, and Android devices, making it an adaptable solution for agents who are frequently on the move. This flexibility guarantees that agents can effectively support their clients from almost any location, enhancing the overall client experience. Ultimately, this innovative platform streamlines the quoting process, making life insurance more accessible for agents and clients alike.

Zingtree enables the creation of interactive decision trees without requiring any coding skills. This platform facilitates the development of agent scripts, assists in guiding customers, and helps streamline internal processes. By transforming workflows into an engaging, choose-your-own-adventure format, it empowers users to identify the next best actions and simplifies intricate tasks. As a no-code solution, it allows business professionals to independently create, implement, manage, and modify their decision trees with little to no reliance on IT resources, enhancing efficiency across various operations. This flexibility makes Zingtree an invaluable tool for organizations seeking to improve their decision-making frameworks.

CRM that continues beyond the closing stage. TeamGram is an integrated CRM solution that enables collaboration among team members to enhance both sales outcomes and customer experience. It facilitates the generation of quotes, order tracking, and task assignments for mobile teams. With TeamGram's dashboard, you gain immediate access to crucial business metrics, eliminating the hassle of navigating through spreadsheets. This feature allows for swift identification of priorities and expedites decision-making. The pipeline view consolidates all your deals in a single interface, ensuring you can concentrate on your upcoming actions. You can effortlessly move your deals between different pipeline stages using a simple drag-and-drop mechanism, empowering you to manage your sales process effectively while staying informed. Additionally, TeamGram fosters a collaborative environment, enhancing communication and alignment within your team.

Zigaflow is an innovative, comprehensive business management solution aimed at automating and optimizing essential company operations such as sales, finance, customer service, and overall management. Specifically crafted for both small and medium-sized enterprises as well as larger organizations, Zigaflow empowers teams to enhance productivity, foster better teamwork, and stimulate expansion through its extensive array of tools. It boasts a variety of essential features, including customizable workflows, project oversight, inventory and supply chain management, customer relationship management, and streamlined quote-to-cash processes, all presented within an intuitive interface. What sets Zigaflow apart is its ability to seamlessly integrate with popular accounting software like Xero and QuickBooks, in addition to various CRM, email, and e-commerce platforms, thereby creating a unified and efficient operational environment. Perfect for businesses aiming to refine their processes without unnecessary complications, Zigaflow provides real-time data insights, which are crucial for making informed decisions and planning strategically for the future. Experience the transformative potential of Zigaflow as it simplifies operations, minimizes manual errors, and allows your team to concentrate on driving growth and success. In a rapidly evolving business landscape, adopting such a versatile platform can be the key to staying competitive and responsive to market demands.

The Applications Platform serves as a comprehensive low-code solution, providing businesses with B2B portal capabilities and Product Information Management to revolutionize their operations. With our fully-hosted environment, you can effortlessly utilize low-code templates that are designed to align with your brand's aesthetic. This allows for the rapid creation of additional database applications, application extensions, web portals, and pre-built library apps. The Applications Platform is equipped with robust enterprise low-code features, offering a diverse range of tools and resources. Users can easily develop B2B web portals tailored for customers, suppliers, and vendors. Additionally, our library applications include essential tools like SaaS CRM and order management systems. For those looking to build from the ground up, we provide applications for asset management, product information management (PIM), compliance and approval workflows, CRM tools, and much more. Furthermore, our platform allows for the seamless integration of application extensions, covering areas such as asset management, compliance, quoting, and returns management, ensuring a comprehensive approach to business needs.

Axonom's Powertrak CPQ Software Suite is an innovative cloud-based platform that is optimized for mobile use, designed to simplify and improve the processes of sales quoting, pricing, and product configuration. By facilitating quicker access to product and pricing information, Powertrak enables sales teams and channel partners to accelerate lead conversion. Additionally, Powertrak offers seamless integration with widely used business applications including Microsoft Dynamics 365, Salesforce, Oracle, NetSuite, and Macola Software, enhancing its utility across various business environments. This level of integration ensures that users can effectively leverage their existing tools while benefiting from Powertrak's capabilities.

FF&EZ® Design is recognized as an exceptional software tool for efficiently creating, calculating, documenting, and presenting budgets, specifications, and costs related to furniture, fixtures, and equipment (FF&E). The purchasing version further enhances its capabilities by adding features for ordering and tracking. This adaptable solution is ideal for architects, interior designers, and FF&E sales professionals who seek to effectively plan and showcase design specifications. It is especially beneficial for a range of tasks, from simple sales estimates to extensive new construction projects, facilitating the generation of various documents swiftly through a computer, thus circumventing the drawbacks of conventional word processors and spreadsheets, as well as the challenges posed by CAD systems. The real advantage of FF&EZ lies in its robust database framework, which allows users to create and connect critical elements of FF&E design and presentation—such as vendors, areas, and rooms—by easily selecting options from user-friendly lists, thereby simplifying the overall design process. Moreover, this intuitive interface empowers design professionals to prioritize their creativity, reducing the time spent on administrative tasks and enhancing productivity in their projects. Ultimately, FF&EZ serves as a comprehensive solution that meets the diverse needs of the design industry.

FIELDBOSS is a comprehensive software solution for field service management, designed specifically on the Microsoft Dynamics Platform. It streamlines intricate operations, facilitating seamless connections between field service contractors, customers, and the necessary equipment. By equipping organizations with real-time insights into profitability, FIELDBOSS enhances decision-making for management teams. The company is overseen by a dedicated group of Certified Microsoft Technology Specialists and Chartered Professional Accountants, who have been delivering exceptional services in the Microsoft consulting sector since 1989. Additionally, FIELDBOSS has established offices in both New York City, USA, and Toronto, Canada, further expanding its reach in the market.

The Quotation Management System is a versatile and user-friendly platform designed to help businesses efficiently create, submit, and track their quotes and invoices. Offered as an open-source web application, it can be conveniently downloaded as a Windows installer executable, making installation hassle-free for users. This comprehensive system allows for the centralized management of all quotation records through a single, intuitive interface while adhering to necessary tracking standards. Users have the ability to generate quotations in PDF format with custom-designed templates, which significantly enhances the overall presentation of documents. Furthermore, the application provides user-friendly web-based document management features, allowing for easy modifications of attached documents while preserving a complete history of changes. The functionality to lock and unlock documents as required adds an extra layer of document security. On-demand reporting features offer vital compliance and audit information, as well as detailed insights into the records management environment. With a variety of in-depth reports and visual charts, users are empowered to perform thorough revenue analysis, which makes this system an essential tool for effective financial management. Ultimately, the Quotation Management System proves to be an exceptional solution for organizations eager to improve their quoting and invoicing workflows while ensuring a high level of efficiency and accuracy. Additionally, its adaptability and ease of use make it a preferred choice for businesses of all sizes.

Offeris serves as a web-based solution aimed at simplifying the generation and oversight of key business documents, including proposals, sales and purchase orders, invoices, and inventory records. The platform is equipped with features that enable users to calculate profits using various metrics, leading to precise financial evaluations. Creating orders or invoices is a user-friendly process, complete with a selection of customizable template designs for PDF outputs. Moreover, the system allows for effective monitoring of issued items and their corresponding order statuses. It enhances efficiency in creating purchase orders for suppliers, especially for products that are out of stock, while also enabling users to track necessary delivery dates and confirm when deliveries occur. In addition, users are able to manage both received and issued invoices and can create proforma invoices alongside generating tax receipts for payments made. The platform also facilitates the collection of invoices linked to delivery notes, thereby ensuring thorough tracking of all business transactions. Overall, Offeris stands out as a comprehensive tool that effectively supports the management of essential business operations while enhancing productivity. Additionally, its user-friendly interface makes it accessible for businesses of all sizes seeking to streamline their documentation processes.

Offering round-the-clock quotes directly from your website enhances customer convenience while simultaneously saving you precious time. With an extensive selection of over 350 class codes for Business Owners Policies (BOP) and an additional 40 specifically for Contractors, you can provide real-time rates that your agency can easily issue. By simply adding a quote button to your site that links to your customized quoting page, you eliminate the need for technical support or web development assistance. The traditional process of securing commercial quotes can often be cumbersome, requiring significant information collection and repetitive data entry across multiple carrier sites. Now, your customers can conveniently click the “Get a Quote” button at any time, even during off-hours like Sunday nights or late Tuesday evenings when your office is not operational. They can enter their information and choose their preferred coverages, thus simplifying the procedure for both parties and easing potential stress. Customers receive instant quotes, while you are promptly notified via text or email with all relevant details. This setup fosters a beneficial situation for everyone involved. Moreover, IBQ Webrate is designed to be user-friendly, adjusting to various devices for optimal viewing experiences, thereby eliminating issues of squinting or accidental clicks. The entire process is crafted to be smooth and straightforward, making it incredibly easy to manage, and this efficiency is likely to enhance customer satisfaction significantly. Overall, this innovative approach not only streamlines operations but also strengthens client relationships.

EngQuote is a specialized software designed to manage quotations, allowing users to create, edit, oversee, submit, and track complex quotes suitable for a range of industries. This groundbreaking platform significantly improves sales team efficiency and helps drive sales by simplifying the proposal process, which is available 24/7. With EngQuote, sales personnel can quickly record inquiries and produce accurate, professionally designed quotes within tight deadlines. It serves as an essential tool for sales and marketing experts, small businesses, startups, individual entrepreneurs, and large corporations alike. Moreover, the software includes skill evaluations that showcase personality characteristics, enhancing the recruitment process. By introducing an access-driven approval framework, EngQuote greatly improves the chances of winning every quote and proposal, while minimizing the potential for lost sales opportunities. This integrated approval system guarantees that sales representatives obtain necessary permissions before sending out any quotes. Ultimately, EngQuote empowers sales teams to work more efficiently, seize opportunities with assurance, and make informed decisions that can lead to increased revenue. Its comprehensive features make it an indispensable asset for any organization aiming to enhance their sales processes.

TEQuote delivers an all-encompassing solution for creating quotes that pertain to technical equipment, making it especially advantageous for experts in the truck equipment industry. By empowering users with complete control over the quoting process, TEQuote significantly boosts operational efficiency and streamlines business workflows. In any competitive context, this tool provides the needed flexibility to tackle various obstacles. It also supports the quoting of products from multiple manufacturers via an easy-to-navigate step-by-step interface. TEQuote effectively caters to both mobile sales representatives and inside sales personnel. The platform allows users to generate quotes that incorporate a diverse array of bodies and equipment from various suppliers into a single document. Moreover, it simplifies the process of making quick adjustments to part specifications and pricing information, easily accommodating fluctuations such as steel surcharges or vendor updates. Consequently, sales teams are able to uphold precision and agility even in a rapidly changing market landscape, ensuring they remain competitive and responsive to client needs. This adaptability makes TEQuote an invaluable asset for businesses aiming to enhance their quoting capabilities.

Maximizing PROFITS through various cutting technologies like lasers, plasma, gas, waterjet, and hybrid machines hinges on the automation capabilities offered by PEP Technology. With over four decades of experience in crafting CAD/CAM software, PEP has successfully partnered with clients to gain insights into their needs. This wealth of knowledge has resulted in the development of advanced nesting algorithms, intuitive user interfaces, and proprietary databases that enable sales, engineering, and programming teams to attain productivity and efficiency levels that are five times higher than other CAD/CAM solutions available today. Furthermore, our Advanced Bullet Nesting technology allows for the production of a larger quantity of parts than our closest rival, achieved through minimized head raises, reduced rapid movements, and effective heat management. In addition, our Automatic Job Scheduling feature offers the capability to plan, organize, monitor, and report on all aspects of part cutting, both before and after the nesting process, in Real-Time, ensuring fluid operations and increased productivity. By integrating these advanced features, PEP Technology not only streamlines the cutting process but also enhances the overall workflow efficiency, solidifying its position as a frontrunner in the CAD/CAM software sector. As industries continue to evolve, PEP remains committed to innovation and excellence in its offerings.

Our software is designed to swiftly create proposals, configure products, generate pricing, issue quotations, and facilitate order creation. For over two decades, our standard CPQ Software has empowered businesses to expand and thrive. It also contributes to lower expenses while enhancing product quality. By streamlining complex sales processes, we enable them to be both repeatable and scalable. This approach allows companies to standardize their operations, maintain consistent quality, and maximize their output with existing resources. Sofon is dedicated to ensuring that its clients fully leverage these solutions within their organizations, ultimately achieving the highest possible return on their investment in Sofon. Additionally, we continuously seek feedback to enhance our offerings and better serve our customers' evolving needs.

Revalize offers tailored software solutions aimed at enhancing growth for manufacturers, their distribution partners, and end customers. For many years, those in the manufacturing and distribution sectors dealing with products such as pumps, motors, compressors, blowers, valves, and actuators have relied on the FPX Intelliquip Selling Cloud along with our specialized Selector and Configure-Price-Quote (SCPQ) tools to efficiently and profitably choose, configure, price, and sell their intricate engineered goods throughout various sales and distribution networks. By implementing an automated, permission-based approval system, the collaborative selling approach enables rapid generation of comprehensive and precise quotation packages. Our Industry Vertical Solutions are backed by over thirty years of expertise and are designed to support leading brands in the market, ensuring that they remain competitive and responsive to customer needs. This commitment to industry knowledge and innovation positions Revalize as a trusted partner for businesses striving to refine their sales processes and improve customer satisfaction.

The Experlogix CPQ solution empowers sales teams to generate precise quotes for configurable products and services. By utilizing a logic-driven rules engine, Experlogix CPQ allows product and engineering teams to manage options, combinations of features, pricing, and discounts effectively. Additionally, it streamlines processes like discount approvals, which facilitates faster sales for representatives and ensures that quotes are consistently accurate. This efficiency not only boosts sales productivity but also enhances customer satisfaction by providing reliable pricing information.

Retailers can effectively gauge quotes, secure additional projects, and boost their profits. Estimations can be conducted regardless of whether a 3D CAD model is available. By utilizing validated cost models that have stood the test of time, businesses can swiftly calculate labor expenses and timeframes. The system allows for multiple quantities to be assessed at once, thereby distributing setup costs and other variable expenses efficiently. A centralized database facilitates instant updates and enables quick access to all estimation information across the organization. The import features permit bulk uploads of manufacturing data, which helps in refreshing quotes promptly with the latest information. Additionally, user-friendly export functionalities enable the creation of tailored reports and seamless integration with other software like ERP/MRP systems. Furthermore, it automatically produces a comprehensive quotation along with a variety of management reports to aid in tracking and decision-making. This streamlined approach not only enhances accuracy but also saves valuable time and resources for businesses.