Top QwikQuote Alternatives

AI Docs offers contract automation software designed for small to medium-sized enterprises, allowing them to efficiently create, sign, and oversee contracts and sales documents. By utilizing AI Docs, you can take charge of your contracts, resulting in reduced labor costs, enhanced quality, and increased revenue. The contract lifecycle management (CLM) software from AI Docs employs established rules and logic to assist users in the configuration and creation of contracts. It accurately captures all essential data and incorporates necessary clauses, ensuring that no mistakes are made and that irrelevant details are omitted. This innovative rule-based system enables employees and partners with limited contract knowledge to configure and generate contracts confidently, while also maintaining precision and removing potential delays in the process. Based in the Chicago area, AI Docs, Inc. is a proud veteran-owned business. Our product not only streamlines the generation of contracts but also includes sales documents such as proposals and return on investment (ROI) materials. We aim to be the most customer-friendly software company that our clients engage with, continuously working to meet their needs effectively.

Discover how Keap can streamline your operations, automate everyday responsibilities, and enhance your lead conversion. Formerly known as Infusionsoft, Keap serves as a comprehensive CRM solution tailored for small businesses. This platform enables small enterprises to perform their tasks more efficiently and intelligently. By consolidating client details and daily activities into a single location, Keap liberates you from monotonous chores. All your leads, whether recent or established, are easily accessible together. You can retrieve client information anytime, from anywhere, ensuring you never miss a beat. With streamlined scheduling and quoting features, Keap alleviates the stress associated with securing new projects. In addition, you can monitor unpaid invoices and accelerate your payment processes. Build lasting connections by referring friends and enhancing your professional network, all while enjoying the benefits of a well-organized system. The transformation it offers can significantly boost your business's productivity and growth.

ConnectWise CPQ, which was previously known as ConnectWise Sell, streamlines the creation of professional quotes and proposals for IT solution providers, making the entire process more efficient. This powerful toolset allows IT providers to not only save significant time but also enhance the value they deliver to their clients. Among its standout features are customizable proposal and quote templates, a comprehensive product catalog, automated sourcing capabilities, insightful sales reports, and integrations with industry-leading software such as Cisco, Dell, and HP. Crafting intricate sales quotes can be a labor-intensive task that may consume hundreds of hours weekly for your sales team. By utilizing ConnectWise CPQ™, the complex task of assembling detailed quotes and proposals is simplified through the use of tailored templates, automated sourcing, and smooth integration with professional services automation (PSA) systems, ultimately transforming how IT solution providers operate. This advancement not only boosts productivity but also allows sales teams to focus more on building relationships with clients.

Zoey empowers wholesale and B2B companies to effortlessly place orders online from any device at any time and from virtually anywhere. With a dedicated mobile application, users can conveniently capture orders, generate sales quotes, and access product and pricing details on the go. This enables your buyers to utilize a self-service portal for seamless online ordering. For sellers, Zoey offers an array of features such as generating quotes, organizing customer groups, and implementing access restrictions. Additionally, users can benefit from quick order functionalities, support for multiple themes, and the robust mobile app. Buyer tools are designed for self-service and include options to check order status, maintain account information, reorder previous purchases, and track orders. Zoey comprises three essential components: Zoey Web provides customers with a self-service ordering experience through a public website or an internal order portal, while Zoey App equips sales personnel with the tools needed to sell both online and in-person. Lastly, Zoey Admin serves as a web-based backend platform that facilitates the management of orders, products, customers, and other critical information, ensuring that businesses operate smoothly and efficiently. The combination of these components creates a comprehensive ecosystem that enhances the ordering process for both buyers and sellers.

With ZERO CLICKS, you can effortlessly generate proposals, quotes, and contracts by simply dragging the opportunity card from your CRM into Sales Documents—it's that simple! This functionality is compatible with well-known CRMs such as Close.com, Hubspot, and Pipedrive. DocSales enhances your document management by allowing you to: (1) Use Google Docs as a customizable template editor for complete personalization; (2) Automatically generate a new document using the Google Docs template alongside the CRM opportunity; (3) Secure the document and send it to your client for electronic signature through either DocSales eSign or Docusign; (4) Monitor when the document has been opened by the recipient; (5) Easily move the opportunity card to a different column or phase, or mark it as won; (6) Seamlessly connect with billing systems or payment processors to streamline your workflow. This comprehensive approach simplifies the entire sales process, making it more efficient and user-friendly.

Tall Emu recognizes the challenges that business owners and managers face in maintaining organization, tracking customer interactions, following up on leads, monitoring project statuses, and overseeing employee activities. This understanding led to the development of Tall Emu CRM software, which serves as a cost-effective alternative to high-priced ERP systems while offering top-notch inventory management capabilities typically found in more expensive solutions. Furthermore, this software equips your sales team with the tools needed to generate quotes swiftly, thereby increasing the likelihood of closing deals. Effective management of your sales pipeline is crucial for converting leads into loyal customers, and this user-friendly yet powerful software simplifies the process. Our online quote generator facilitates the creation of professional quotes, allowing the inclusion of images, videos, links, and groups. These quotes can easily be sent to clients through email or SMS, giving them the convenience of viewing them online. Additionally, a map feature enables users to visualize customer locations, leads, and projects, making it easier to identify promising opportunities. You can also filter prospects based on your geographical area and personal schedule, ensuring that you focus on the most relevant leads. Overall, Tall Emu CRM is designed to enhance visibility and productivity for businesses of all sizes.

Zomentum is a specialized sales acceleration platform tailored specifically for IT partners, integrating pipeline management, proposal and quote generation, sales automation, and comprehensive reporting and analytics to facilitate seamless sales for managed service providers (MSPs). With Zomentum, users can produce documents 70% faster, boost deal values by up to 600%, and enhance conversion rates significantly. Currently, thousands of MSPs leverage Zomentum to enhance their revenue streams, shorten sales cycles, and streamline the purchasing experience. Our platform has helped customers generate nearly $100 million in total revenues. We are dedicated to cultivating a reliable network of IT partners, fundamentally transforming the IT procurement process for small and medium-sized enterprises globally, ultimately driving efficiency and growth in the sector.

Ascend provides crucial sales tools aimed at improving the effectiveness of your team. By ensuring that bids are submitted accurately, you can speed up the deal-closing process while enhancing the accuracy of your team's estimates. Leveraging intuitive software solutions, you will improve visibility, tap into historical data, and boost project profit margins. Furthermore, you can reduce the time it takes to generate quotes and improve the precision of your estimates. With the option to develop proposals using templates and specification documents, securing faster approvals becomes achievable. Additionally, you can gain valuable insights into your sales pipeline, which helps in identifying potential capacity issues early on. Connecting your systems allows for easy access to detailed customer information, enabling more informed decision-making, ultimately leading to greater overall sales efficiency. This holistic approach not only streamlines processes but also empowers your team to perform at its best.

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.

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.

To maintain a competitive edge in the business landscape, it is crucial to automate the sales process, ensuring it remains fast, straightforward, and consistently customized to meet individual requirements. This is where Smart CPQ software becomes invaluable, allowing your sales teams to showcase the perfect product at the best price in record time. With the capabilities of PROS configure, price, quote software solutions, your team can address customer queries within minutes, propelling sales to new heights. By incorporating AI-driven price optimization strategies, your sales staff will significantly improve their likelihood of closing deals with initial quotes. Thanks to PROS CPQ software, your team can generate precise quotes for top products at competitive pricing efficiently. Remove barriers in the sales process; Smart CPQ technology simplifies the entire journey, providing powerful and user-friendly tools that empower your representatives to identify the right offerings, customize configurations, manage approvals, set competitive prices, and craft polished proposals that captivate clients. This holistic approach to sales automation not only increases operational efficiency but also improves customer satisfaction, making it an indispensable resource for any innovative organization. Ultimately, embracing such technology positions businesses to adapt rapidly to market demands and exceed client expectations.

QuoteRobot revolutionizes the way web professionals generate proposals, invoices, and contracts, making the entire process seamless. Our platform features a selection of expertly designed themes that help you convey a professional image when presenting proposals, invoices, and quotes. Rather than using conventional word processing tools, you can either choose from our distinctive themes or customize one that fits your specific requirements. QuoteRobot automatically identifies and pulls line item details from your documents, allowing you to quickly ascertain the correct charges for each item. You have the flexibility to begin with a blank document or utilize our pre-existing proposal templates, which enables you to send out quotes in no time. Moreover, previous proposals can be archived for easy access, serving as templates for any future offers you may need to create. Sending a proposal to potential clients is streamlined; they can approve it via your personalized subdomain with a simple click, and you also have the option to attach a PDF for their convenience. Additionally, constructing a detailed project timeline that outlines payment milestones is a straightforward task, keeping your clients informed about their financial obligations to ensure project progress. This efficient method not only boosts productivity but also contributes to nurturing stronger relationships with clients while minimizing potential misunderstandings. By utilizing QuoteRobot, professionals can focus on what they do best while leaving the administrative tasks to us.

VARStreet's InstaQuote sales quoting solution caters to businesses ranging from small VARs to large enterprises, providing a balance of simplicity for smaller operations and comprehensive features for the more complex needs of larger resellers. This flexibility allows you to start small and expand as your business demands increase. The quoting application offers numerous customizable pre-designed templates, and our support team is ready to assist with any specific template requirements you may have. Alongside its robust quoting module, InstaQuote includes a complimentary CRM, seamless integration with over 45 IT and office supply distributors, and a complete procurement module for order processing. Additionally, users have the option to easily incorporate an eCommerce store and transition to a full VARStreet subscription as their business evolves and grows. This adaptability ensures that as your business thrives, your quoting solution can grow alongside it.

GleanQuote's CPQ engine simplifies the creation of complex quotes, enabling you to craft customized solutions for clients in mere minutes. It enhances the organization of sales and product knowledge into a cohesive method that drives your team toward the best outcomes for customers. Your team can create effective proposals effortlessly, utilizing a vast selection of fully customizable templates that showcase your services. Moreover, by integrating guiding frameworks and analytical tools into your sales processes, your team can stay focused and aligned with their goals, which boosts overall productivity. With these capabilities, GleanQuote not only speeds up the quoting process but also cultivates a more strategic environment for sales, ensuring your team is equipped to succeed. This comprehensive approach empowers your business to respond rapidly to client needs while maintaining a high standard of service.

Take the lead in today’s service-oriented economy by transforming your service sales with our innovative AI-powered guided selling technique. The approaches you adopt for estimating, pricing, and creating quotes will experience a radical evolution. Featuring strong AI and data-focused functionalities, the process of assessing, valuing, and proposing services is entirely redefined. By addressing the traditional inefficiencies that come with producing and handling service quotes—whether for simple tasks or complex, ongoing contracts—the Provus services quoting cloud helps you maximize revenue and enhance margins. Step into a future devoid of revenue loss with our unique, intuitive AI-guided selling method that has demonstrated high effectiveness. The Provus AI engine thoroughly analyzes past data to provide insights into various scenarios, win/loss chances, and risk assessments. Given the complexities involved in service quoting, balancing gross margins, resource allocation, and geographic considerations can lead to overlooked risks, but our technology adeptly helps to address these issues. Furthermore, this advanced solution not only boosts the precision of your quoting processes but also equips you with the tools to make well-informed business choices, paving the way for sustained growth. Embracing this cutting-edge innovation positions your business to thrive in a competitive landscape.

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.

Paradigm Omni™ simplifies the configuration and quoting of complex building products, ensuring the process is both quick and efficient. This adaptable sales platform operates seamlessly across multiple channels, including online platforms, in-home consultations, retail environments, and dealer settings, allowing you to boost sales while reducing technological complexities. With its industry-leading quoting solution, you can easily manage both quotes and orders. By taking advantage of online sales for e-commerce and lead generation, you can market products through an intuitive configuration process that works on any device. The platform guarantees a cohesive experience across all retail locations and vendor catalogs, allowing you to sell in a way that aligns with your unique business model using customized sales materials, documentation, pricing, and promotional strategies. It effectively addresses many common challenges encountered by distributors, manufacturers, and retailers, streamlining operations significantly. Additionally, it provides valuable insights into quotes, orders, and sales performance analytics, empowering you to refine your strategies effectively. This robust tool equips you with the ability to make swift, informed decisions that can lead to substantial revenue growth. Overall, Paradigm Omni™ is specifically crafted to enhance your sales workflows and improve productivity across the board, ensuring your business stays competitive in a rapidly evolving market.

Sbison is an all-encompassing solution designed to track quotes, monitor time, and foster collaboration, making it ideally suited for advertising agencies, software development teams, marketing firms, and diverse consulting businesses. Users can take advantage of a comprehensive yearly subscription priced at $144 when opting for annual seat licenses, which offers a 20% savings compared to the monthly payment option. Furthermore, larger enterprise clients can enjoy additional discounts on pricing. The platform ensures that your entire team can easily access quote information from any location, providing a fully searchable database. It also keeps an ongoing tally of pending, approved, and completed quotes, which aids in streamlining resource forecasting, billing, and cost assessment. The time tracking feature is instrumental in enabling teams to capture all billable hours, effectively turning previously neglected time into potential profits. In addition, team members can easily record and share innovative ideas and processes, thereby safeguarding valuable knowledge from being lost or isolated within individual departments. With its focus on enhancing collaboration and efficiency, Sbison ultimately leads to improved business performance and outcomes. By integrating these functionalities, teams are better equipped to respond to client needs and adapt to market changes swiftly.

Effectively optimize your revenue results by utilizing highly accurate pipeline predictions. Benefit from seamless configurations of essential deal flows specifically designed for your organization, with data directly integrated from Salesforce. Instantly create complex quotes and orders with just one click, allowing for discounts, add-ons, and special offers no matter how many components are involved. Gain real-time visibility into your entire revenue cycle, which includes the initial sales engagement, quoting, billing, renewals, inventory management, and shipping processes. Only Kugamon offers a holistic perspective on every customer interaction, ensuring nothing falls through the cracks. The 100% Lightning interface significantly enhances user adoption, making it easier for teams to get up to speed. By streamlining processes, you can drastically reduce delays in quotes, orders, and invoices while also lessening data entry errors. Enhance the productivity of your representatives to guarantee customer satisfaction. With a focus on App Empathy, Kugamon supports newcomers to Salesforce in honing their deal-closing skills. As your team continues to grow with new talent, achieving revenue goals becomes increasingly feasible, fostering a path to lasting growth and success. In this way, you position your business not only for immediate results but also for future scalability.

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.

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.

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.

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.

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.

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.

Kaseya's Quote Manager is set to transform your sales process into a more efficient and effective operation. By simplifying quoting and procurement, it aims to significantly enhance revenue generation. This innovative tool provides you with a strategic edge in the competitive sales landscape. With our user-friendly cloud platform, every team member can effortlessly create quotes and close sales, leading to greater success for Managed Service Providers (MSPs). The drag-and-drop editor allows for quick and easy quote creation, resulting in well-designed and branded documents. MSPs can save valuable time, bypassing the lengthy 20-minute process typically involved. Transitioning to modern electronic quotes will not only improve efficiency but also minimize the need for revisions and expedite the sales cycle. Say goodbye to the cumbersome and slow process of hardware acquisition; our automation streamlines the workflow, reducing rework and enhancing overall productivity. By adopting this forward-thinking solution, businesses can eliminate tedious manual tasks and significantly boost their operational efficiency. Embrace the future of quoting with Kaseya and watch your sales soar.

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.

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.

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.

Peppercan was developed to address the urgent need for a more cohesive business management platform, eliminating the cumbersome reliance on Outlook, Excel, and Word. This powerful online application equips business owners and managers to operate with enhanced efficiency and convenience. Acting as a comprehensive CRM, PEPPERCAN not only automates various processes but also frees up your team to prioritize business expansion. It streamlines your sales processes, oversees E-marketing initiatives, and simplifies the quoting process. Furthermore, it breathes life into projects, optimizes time management, and supervises financial activities. The setup is intuitive, employing a simple questionnaire to tailor most features from the outset, allowing users to quickly get started. Your data benefits from secure cloud hosting, complete with redundancy through mirroring in an alternate location and an additional encrypted backup online, ensuring both safety and accessibility. Consequently, Peppercan empowers you to manage your business operations confidently, without the complications of outdated tools, allowing you to focus on what truly matters: growth and innovation. Embracing this solution means stepping into a future where business management is as efficient as it is effective.