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

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.

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

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.

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.

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.

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.

ITQuoter is a comprehensive quoting solution designed to accommodate everything from straightforward one-line quotes to intricate bids and professional proposals. Additionally, it features electronic sign-off and facilitates online payments without any extra fees. This system effectively oversees all elements of the sales process, encompassing quoting, order management, and purchasing, ensuring a seamless experience for users. With ITQuoter, businesses can streamline their operations and enhance their efficiency, making it an invaluable tool in the quoting process.

A sophisticated purchasing order system tailored for enterprises streamlines the acquisition of both inventory and non-inventory items, while managing the complete approval process and maintaining budget adherence. This inventory management software is suitable for businesses of all sizes, offering seamless integration with sales and purchase order systems to improve operational workflows. It allows organizations to efficiently oversee their field sales and service operations, leading to a notable increase in productivity. The cloud and mobile-compatible field service and CMMS application makes proactive management of field tasks straightforward and efficient. An easy-to-use sales order management system adeptly handles intricate fulfillment procedures. The system also includes built-in integration with Datamoto's Inventory and Purchase Order system, which significantly enhances its capabilities. Moreover, the WMS boosts inventory visibility and optimizes warehouse operations from the moment products arrive until they are dispatched, ensuring effective logistics management throughout the entire supply chain. This all-encompassing solution not only addresses operational requirements but also improves decision-making through enhanced access to data and analytical tools, thereby empowering organizations to make informed choices. Ultimately, it represents a vital investment for any business looking to elevate its operational efficiency and strategic insights.

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.

BidClips enhances the experience for home service teams, enabling them to deliver superior customer interactions. With our interactive quote generator and automated follow-up system, impressing clients and expanding your business has never been simpler. Our customizable form builder ensures you gather all necessary details for each service you provide, including visuals and measurements. By using automated text and email follow-ups, you demonstrate your commitment to customer satisfaction, which can lead to increased business opportunities. Customers have the convenience of accepting, scheduling, or making downpayments on their estimates directly from their mobile devices. You can monitor the overall health of your business with real-time insights into daily jobs sold and average ticket values. To enhance your sales-to-service pipeline, leverage valuable metrics such as the ratio of bids to job closures and the percentage of requests that receive estimates. Furthermore, this data empowers you to evaluate your sales team's effectiveness, enabling you to make strategic decisions regarding staffing and training needs for optimal performance. By continuously analyzing these metrics, you can refine your approach and drive even greater success.

Nue stands out as the premier Revenue Lifecycle Platform integrated with Salesforce, specifically tailored to address the needs of contemporary enterprises. It offers the ability to configure dynamic pricing and facilitates sales through various channels, including self-service, direct sales, and in-app options. Furthermore, it aids in managing renewals and optimizing revenue while ensuring clarity on pricing details. With Nue, Revenue Operations teams can swiftly implement opportunity-to-cash workflows for both direct sales and self-service models, all while delivering precise and comprehensive analytics for the Finance department. This platform is particularly advantageous for rapidly expanding SaaS businesses seeking a robust and adaptable solution to oversee their revenue streams from inception to completion. Ultimately, Nue is an essential tool for companies looking to streamline their revenue processes and maximize financial performance.

Quoter is a cutting-edge, cloud-based solution tailored for managed service providers (MSPs) that enhances the quote-to-cash workflow by automating over 30% of sales-related activities. It effortlessly connects with various systems including PSA, CRM, distributors, payment gateways, and accounting applications to pre-fill information regarding clients, products, and pricing. The platform supports an infinite variety of customizable line items and bundles, provides volume discounts, accommodates multi-currency pricing, and ensures precise tax and shipping calculations through integrations with tools like Avalara. Additionally, Quoter enables e-signatures and payment processing via platforms such as Stripe, PayPal, and ConnectBooster. Users can also take advantage of tailored branded templates and product configurators that feature both optional and single-select items, along with distributor pricing that reflects real-time inventory levels. To further boost efficiency, the platform includes email tracking, automated follow-up reminders, workflows for managerial approvals, and meticulous tracking of costs and margins, complemented by extensive reporting features on quotes, margins, user activity, and product performance. In addition, companies can leverage its powerful analytics to make strategic decisions, refine their sales strategies, and ultimately drive growth in a competitive market.

Turnstile is a cutting-edge platform designed for quote-to-cash automation, specifically crafted for SaaS enterprises, streamlining and automating every aspect of the revenue lifecycle, from the initial quoting process and subscription management to billing, collections, and revenue recognition. By merging what has traditionally been a fragmented array of spreadsheets and assorted financial tools into one unified system, it allows teams to create sleek, customizable quotes that clients can readily view, approve, and pay without the complications of PDFs or login requirements. Furthermore, once agreements are finalized, subscriptions are automatically activated, and the platform effectively handles intricate pricing models—whether they are recurring, usage-based, tiered, or hybrid—without necessitating manual effort. Turnstile’s integration with CRM platforms and payment processors facilitates a smooth transition of deal terms into real-time subscription and billing operations, while also aiding teams in tracking renewals and payment statuses, ultimately generating accurate revenue reports and dashboards without the hassle of additional reconciliation work. This innovative solution not only boosts operational efficiency but also allows teams to concentrate on strategic projects rather than getting bogged down by administrative tasks, leading to a more agile and responsive business environment. As a result, Turnstile not only simplifies processes but also enhances the overall customer experience through timely and transparent interactions.

Simpro stands out as a frontrunner in delivering operations management solutions tailored for service, maintenance, and project contractors. By bridging the gap between the office and the field, businesses can enhance their customer service experience while also acquiring crucial insights through automation and optimized workflows. This integration not only fosters better communication but also significantly boosts overall efficiency in operations.

Quoter serves as a comprehensive online quoting platform designed to enable sales teams to swiftly and efficiently generate quotes. By optimizing the sales proposal and quotation processes, Quoter not only conserves valuable time but also enhances overall control, ultimately empowering sales teams to secure additional deals while lightening their workload. With features such as reusable templates for proposals and quotes, tracking for both quotes and emails, seamless online approval and payment systems, as well as integrations with CRM and accounting software, Quoter significantly simplifies the quotation process. This innovative platform facilitates the rapid creation of quotes, clears obstacles, and accelerates payment collection, making it ideal for technology service providers. Its user-friendly interface, combined with automated workflows and flexible pricing plans that support unlimited users, allows teams to produce an unprecedented volume of quotations. Within a matter of clicks, you can generate professional and precise quotes while being able to monitor when your proposals are accessed. Additionally, Quoter supports smooth integration with PSA, CRM, and distributor systems, maximizing efficiency and encouraging more individuals to engage in the quoting process. As a result, Quoter not only enhances productivity but also fosters growth in sales opportunities.

The seProposals pricing tool streamlines the process of generating quotes for your sales team. Only authorized users can adjust pricing, which helps prevent unauthorized discounts and pricing errors. Essential resources such as cover letters, case studies, and images are readily available in the asset library, ensuring that even new sales representatives have access to the latest approved materials for their proposals. Furthermore, seProposals offers seamless integration with leading CRM systems, maximizing the effectiveness of your CRM while increasing sales productivity and reducing the chances of errors from repeated data entry. We customize our templates to reflect your brand's identity and design standards, guaranteeing that every proposal upholds your corporate image, no matter who creates it. Consequently, your proposals not only appear polished and professional but also help conserve important sales time by removing the need for formatting tasks. This efficient approach allows your team to dedicate more time to closing deals, ultimately driving greater success for your organization. In this way, seProposals not only enhances the proposal process but also contributes to an overall increase in sales effectiveness.

When embarking on the journey of automating proposals and utilizing quoting software, you might find yourself spending countless hours learning the ropes or needing to hire an IT consultant with advanced qualifications in APIs. However, iQuoteXpress (IQX) simplifies this process by efficiently providing a tailored, integrated sales proposal and quoting solution. This user-friendly system allows for easy configuration, pricing, and quoting. It is vital that your sales proposals mirror your brand values, and IQX's customizable templates guarantee that every quote maintains a consistent appearance. Additionally, we will design a personalized dashboard for your quoting system and populate it with your products, services, pricing structures, as well as customer and account details. Effective analytics play a crucial role in enhancing sales capabilities; thus, we will implement comprehensive back-end tracking tools that give you full visibility and help ensure that no proposal or potential business opportunity slips through the cracks. With this solution, you can focus more on closing deals rather than getting bogged down by administrative tasks.

MultiRoute provides the competitive edge necessary to achieve your sales objectives. With MultiRoute, your mobile sales team can access crucial information immediately while engaging with customers. This capability enables them to enter orders, check pricing and promotions, and conduct inventory searches and collections efficiently. Additionally, ready-to-use connectors for platforms like Quickbooks, Sage, Microsoft GP, and SAP Business One are readily available. Moreover, our API SDK toolkit empowers you to develop a custom connector tailored to your specific needs. By leveraging these features, your sales team can enhance productivity and responsiveness in the field.

SecturaFAB is recognized as the fastest and most intuitive estimating software on the market today. Its innovative design focuses on reducing the engineering demands during the quoting process, which allows for the generation of profitable quotes in significantly less time. By integrating SecturaFAB with your ERP system, you can eliminate redundant data entry, reduce prolonged discussions, and enable any team member to produce quotes effortlessly. Furthermore, SecturaFAB accommodates a range of file formats, such as DWG, DXF, PDF, STEP, and even casual sketches. Are you feeling overwhelmed by the task of generating quotes for your laser or burn table? Is the time-consuming analysis of drawings for pricing impacting your productivity? The SecturaFAB Quoting feature was specifically designed to tackle these issues. It facilitates rapid and accurate bid generation by leveraging known variables, ensuring that pricing is based on real production data and costs in just seconds. In addition to this, you will have a clearer understanding of the profitability for each job before you submit a quote, giving you a competitive edge in your bidding efforts. This cutting-edge solution not only simplifies the quoting process but also significantly boosts overall business efficiency, allowing your team to focus on more strategic tasks. Ultimately, SecturaFAB empowers your operations to thrive in a competitive landscape.

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.

broadn is an advanced AI-driven email quoting agent purpose-built for manufacturers to automate and scale their quoting process end-to-end. By syncing with popular platforms like Shopify, SAP, Microsoft, QuickBooks, and Salesforce, broadn accurately applies pricing rules and discount policies across tens of thousands of SKUs and complex configurable products. The AI agent parses inbound requests, configures custom bundles, and replies within seconds—automating follow-ups and closing deals autonomously, only escalating to humans when needed. Designed for industries such as electronics manufacturing, contract manufacturing, industrial equipment, automotive supply, packaging, and distribution, broadn handles complex BOMs and multi-line RFQs while enforcing margin discipline. This eliminates costly manual errors, inconsistent discounting, and slow responses that often lead to lost deals. Broadn’s customers report transformative efficiency gains, reduced quoting headcount, and increased win rates. The solution offers smooth integration and onboarding, empowering manufacturers to protect profits and accelerate revenue growth. By automating quoting at scale, broadn allows sales teams to prioritize strategic selling and customer relationships. Overall, broadn delivers a smarter, faster, and more reliable quoting experience that drives operational excellence and competitive advantage.