Alternatives to MethodosIT Quotation Management System
Compare MethodosIT Quotation Management System alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to MethodosIT Quotation Management System in 2025. Compare features, ratings, user reviews, pricing, and more from MethodosIT Quotation Management System competitors and alternatives in order to make an informed decision for your business.
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1
P3Source
P3 Software
Crafted by industry-savvy print experts, P3Source uses the latest SaaS technology, to automate the conventional 'Bid and Buy' RFQ process commonly used in the Printing and Marketing Services Industry. P3Source acts as a project management and collaboration hub, where users manage dozens of simultaneous projects, bringing together all the details, files, approvals, notes, and historical data in one easy-to-search place. It archives completed projects for future access and detailed reporting. The P3Source web Customer and Supplier portals tie together the entire supply chain. Customers submit requests, upload production files and approve projects. Suppliers submit quotes, accept orders, exchange files, post shipments and present invoices. This streamlined approach ensures quick, hassle-free transactions for all parties. Celebrate the future of print management with P3Source - easy, efficient, and made with you in mind. -
2
PSOhub
PSOhub
The only all-in-one Project Management software that seamlessly integrates with your favorite CRM. Start increasing your productivity for only $8.50 per month. What PSOhub does for your organization: Manage all your projects easier through improved collaboration, easy scheduling, and budget management. Prioritize, delegate, and report on your projects. Track and manage team activities with task boards. Use templates and other smart contract functionality to manage your fixed fee or time-and-material contracts, and send detailed quotes that convert directly into a project. Manage your resources with ease. No more guessing. Log more time with self-driving time tracking and simple manual time logs in your PSOhub calendar, timesheet grid, browser extension or mobile app. Send personalized invoices, both automatic or manual and spend less time on approving, sending and tracking your invoices.Starting Price: $12.50 per user per month -
3
Zomentum
Zomentum
Zomentum is a sales acceleration platform built exclusively for IT Partners that combines pipeline management, proposal and quote builder, sales automation, and reporting & analytics to enable frictionless MSP selling. With Zomentum, you can create documents 70% faster, increase deal value by 600%, and convert 100% more often. Thousands of MSPs use Zomentum today to generate more revenue, shrink sales cycles, and make buying easy. We've helped our customers generate close to $100M in revenue. Our mission is to nurture a strong and trusted IT partner network, revolutionizing the IT buying process so it is more enjoyable and more human for the world's small and medium businesses.Starting Price: $99/month (up to 2 users) -
4
Revv
Revv
Revv gives businesses the speed and brand consistency in their documents to stand out from competitors. It’s the ideal wingman, supporting entrepreneurs in their dream of running a business, one document at a time. The intuitive user interface and 1000+ vetted, pre-formatted templates, encourage users to be self powered, requiring no code or special skills to set up and manage. Documents are smartly organized, created, reviewed, shared & eSigned in one central place so that you can focus on your job. Use Revv’s machine learning abilities to competently navigate and analyze complex counter-party documents and reduce dependency on experts. Integrate with business systems such as CRM and payments via Zapier or simply connect to Google sheets to import data into documents. Key features 1000+ ready to use, pre-formatted templates Easy to use document editor Smart document repository with support for attachments Integrate apps via Zapier, native APIs Get documents filled & eSignedStarting Price: Free -
5
Tall Emu CRM
Tall Emu
At Tall Emu we understand how business owners & managers find it difficult to stay organised, be across all that’s happening with customers, following-up leads, knowing the status of projects and what staff have been doing…that’s why we created Tall Emu CRM software which is a REAL alternative to an expensive ERP. Best in class Inventory management features of an expensive ERP system that also empower your sales team to real-time quote at lightning speed to close more sales. Managing your sales pipeline is critical if you want to stay on top of leads and actively nurture them into customers. Easy to use, and powerful. Create professional quotes with our simple online quote builder. Add groups, images, links, videos and subtotals – send to customers by SMS or email so they can view online. View customers, leads opportunities and projects on a map. Visualize your sales territory to find your best opportunities instantly. Filter opportunities based on location and your schedule.Starting Price: $65 AUD per user per month -
6
EngQuote
Domex Technical Information
Quotation Management Software(EngQuote), a specialized software exclusively developed to create, revise/modify, monitor, submit and track complex quotations suitable for any industry. The software empowers the sales team to increase their productivity and achieve more sales by the simplified proposal processes accessible anywhere 24x7. With this software, it will be much easier and faster for the sales team to document all the inquiries, generate professionally & timely created accurate quo. sales and marketing professionals, small businesses, startups, individuals, companies, business organizations. We also have skill test features which emphasize on detecting personality traits. The software helps to maximize the chances to win every quote and proposal, as well as minimize the loss of sales opportunities through the access-based approval process inbuilt in the software. This ensures the sales representatives to obtain approval before a quote can be sent. -
7
Bid Monster
Bid Monster
We help you keep all your bidding opportunities organized and give you simple analytics to make your team shine to all your clients and prospects! Don’t pay a ransom for a “pay-per-user” system, use CRM System. Bid Monster is a simple CRM with lots of added features that can help you close more sales and build better relationships by being better organized with quicker more accurate responses to your clients. The application has many built-in ready-to-use features that will help you and your team members save time and lessen any errors by having your pricing, information and contacts all in the same easy-to-use application. It is a simple easy to use cost-effective Cloud-based application that has a built-in CRM -Customer relationship management, with Bid Calendar, quotation worksheet with an integral CPQ -Configure Price Quote with reporting functions.Starting Price: $2,500 per year -
8
ProcessMate
ProcessMate
ProcessMate is a cloud software that helps keep track of quotation and ordering. It comes with a sales desktop for your employees, as well as with the Customer (client) Portal where your client may request quotation, place orders and service requests. The portal is easy to configure and apply branding of your organization. With ProcessMate you can manage processes & tasks, related documents, process-related information and manage team communication. ProcessMate helps manage both ad-hoc and regular tasks that run on schedule. The platform will keep track and notify users, build reports for managers and help you streamline your business. Open up new channels of communications with your customers, let them submit purchase and servicing requests, view their ongoing requests and optionally, trigger internal processes once your customer submits a requests.Starting Price: $25 per user per month -
9
VARStreet InstaQuote
VARStreet Inc
MAKE YOUR DAY-TO-DAY QUOTING A LOT SIMPLER, FASTER, AND ACCURATE WITH VARSTREET’S QUOTATION APPLICATION VARStreet InstaQuote Quoting software is simple and easy to use which makes putting together even the most complex quotations quick and error-free. You can build a professional quote equipped with all the necessary information including rich content in a fraction of the time. It will take your whole sales quoting process online, making it easier to manage your quotes. So give your sales representatives access to VARStreet InstaQuote Quoting software and expect a major boost in their productivity. VARStreet’s InstaQuote quoting solution is designed for businesses of all sizes, from small VARs to large enterprises. It is simple enough to serve the requirements of a small business yet feature-rich to handle the complex processes of large enterprise resellers. You can start really small based on your need and scale as your need grows. -
10
Incentit
Incentit
Use rebates to boost sales of your product or service. These incentive types are conventional consumer based purchasing incentives. Use sales incentives and spiffs to drive channel performance and to preserve suggested street pricing. Energy saving rebates and portfolio tracking and reporting. Incentivize employees, customers, and affiliates to help with your strategic initiatives. Store a master price list and issue electronic quotes. Manage and track opportunities through the selling process. Integrate the quoting and incentive applications to create instant rebate programs and control street pricing. -
11
Peppercan
Safecoms Network Security Consulting
Peppercan was born out of necessity. We needed a system to manage our business, and move away from the cumbersome combination of Outlook, Excel and Words! A powerful web-based business application that helps owners and managers run their operations more smoothly and effectively.PEPPERCAN - the CRM that automates and frees up your team to build your business. It automate your sales, your E-marketing campaigns and your quoting system. It brings your projects to life, takes control of your time and manages your finances. Peppercan is easily set up, using a simple questionnaire to configure most of the application right from the get go. Allowing you to get started easily and quickly. All your Data is hosted on the cloud servers, and mirrored in another location for redundancy with an additional encrypted backup online. Which allows access to your data in complete safety and security.Starting Price: $47 per user per month -
12
Qmaze
Quadriceps Products
Qmaze is a powerful and easy-to-use quotation and product configurator Qmaze will create easier, faster and more reliable quotes and orders for you. Qmaze connects your ERP, CRM or development environment with your e-commerce. The possibilities are endless: inside your own organization, on the internet or through a dealer portal. A correct and complete quotation and order with the Qmaze product configurator. Your customers can quickly and easily create a quote and order via the web. You build and maintain you in a simple way product with all possible options, complexity, and possibilities. Qmaze is easy are linked to your CRM and/or ERP system. Your dealers and customers receive a dealer portal in which they can clearly follow all quotations and orders, anywhere in the world, in all your desired languages. Qmaze runs in the cloud, fully provided by us, or on your own web server.Starting Price: $200.00/month -
13
CowboyQuote
CowboyQuote
CowboyQuote transforms traditional door-to-door sales by turning paper door hangers into trackable digital quotes through unique QR codes. This innovative platform helps service businesses increase route density and conversion rates while providing powerful analytics and video messaging capabilities. Key Features: - Digital Door Hangers: Design and generate custom door hangers with unique QR codes that link to a customizable digital quote for that quote template. - Full Analytics Suite: Track where you activated quotes, what prospective customers have viewed them, acceptance rates, and response times. - Multi-User Platform: Manage teams with role-based access and performance tracking. - Video Messaging: Record and attach video greetings to quotes for a personal touch (Cowboy Plan).Starting Price: $22.50/month -
14
Jetbuilt
Jetbuilt
Jetbuilt is the premier project platform for integrators and facility designers. Nurture leads, estimate, propose, and manage projects in the audio visual industry, along with all things low voltage. Pull from over 2 million items in the Jetbuilt database. Connect to your vendors and keep your dealer pricing updated for fast and confident quoting. Get project approvals faster as your clients easily grasp complex proposals through Jetbuilt's clear organization and graceful presentation. All with near-zero training time for your team. Built on the cloud, remotely collaborate with your team and clients on projects large and small. Track your inventory of items from the warehouse shelf to the van, temporary on-site storage and final installed location. As you estimate, see what stock you have available to drop into a project. From lead-tracking, project quoting, to installation, Jetbuilt provides power and efficiency to help you close more projects faster.Starting Price: $62.00/month/user -
15
ScalePad Quoter
ScalePad
Quoter is a cloud-based, quote-to-cash platform purpose-built for managed service providers (MSPs) that automates over 30% of sales-related tasks. It integrates with PSA, CRM, distributor, payment, and accounting systems to auto-populate client, product, and pricing data. It supports infinitely configurable line items, bundles, volume discounts, multi‑currency pricing, tax and shipping calculations (including Avalara), and e‑signature and payment processing via Stripe, PayPal, or ConnectBooster. Quoter offers branded, reusable templates, product configurators with optional and single‑select items, and inventory-aware distributor pricing. It includes email tracking, automated follow‑ups, manager approval workflows, cost and margin tracking, and comprehensive reporting on quotes, margins, users, and products.Starting Price: $149 per month -
16
Powered Now
Powered Now
Powered Now is the UK's #1 Business Management Software for trade businesses. Invoice and quote from anywhere, produce forms & certificates, record your supplier expenses, schedule your diary, track & chat with your team and send fully customisable documents such as job sheets, quotes & invoices. All data is backed up and syncs between your devices (iOS, Android, Mac & PC). Also works offline. Trade businesses come in lots of different shapes and sizes, we know there is a big difference between a one-man band electrician, a team of heating engineers or a building company. For 8 years at Powered Now, we've tried hard to make all of your paperwork as easy as possible to create and handle. We help you stay on top of your business, with everything in one place and great communication between the office, your field workforce and your customers. More Profit, Less Effort - Go Digital with Powered Now.Starting Price: £15 -
17
SeoToaster Ultimate CRM
SeoSamba
SeoToaster CRM is ideal for any website-centric organization or campaign, as it ships with its own mobile friendly landing pages builder, full blown Content Management System, Google News friendly blog system and Shopping Cart. It also hooks into SeoSamba Marketing Operating System and let you deploy in one click call tracking and multi-sites activity tracking, as well as accessing advanced marketing features. SeoToaster CRM Ultimate mobile app let you connect to any number of both cloud and on-premise CRM installs. No need to log in and out to another app. Access all your contacts, drive to their location, send text messages, emails, place calls, but also add notes or look at open opportunities and understand where they sit in your sales cycle - All from the palm of your hands. Inbound calls create automatically contacts in your CRM before leaving notes with a recording of your call.Starting Price: $49.00/month -
18
Offeris
Offeris
Offeris is the online information system for easy creating and managing Business proposals, Sales Orders, Purchase Orders, Invoices, Warehousing and other business documents. Calculation of profit based on a number of parameters. Simple to generate an order or an invoice. Choice from different template designs for PDF output. Tracking issued items and order status. Quick creation of purchase orders for suppliers to items that are not in stock. Track dates for required delivery and delivery confirmation. Received and issued invoices. Creation of proforma invoices with the possibility of creating a tax receipt for the received payment. Collection invoices from delivery notes. Tracking issued items and order status. Quick creation of purchase orders for suppliers to items that are not in stock. Track dates for required delivery and delivery confirmation. -
19
BlinQ
BlinQ Software
BlinQ Software is a perfect tool for creating on-site accurate quotations for window furnishing. Create your quote in few minutes not in few hours. Leads & CustomersAttract, Retain and Manage More Customers & Leads. Grow your company into a customer-focused organization. Manage leads. Manage customers. Manage job locations. Search leads, customers & job locations. Staff & Appointments. Schedule appointments directly into Google Calendars and assign a preferred staff for the job. Manage unlimited staff. Manage unlimited calendars. Track by lead created. Assign a job for staff. Quotes & JobsDo better quotes, send your quotes instantly and give your customers the flexibility to click and accept your quote. Create quote on site. Email quote to customer. Quote status - Pending or Approved. Convert confirmed quotes into jobs. Invoices & Payments. Suppliers & PO's.Starting Price: $150 per month -
20
Followup CRM
Followup CRM
Followup CRM is a simple sales and project management CRM built for construction companies that will give you visibility into your team’s activity, allow you to report your progress internally, and open up channels for transparent collaboration across teams. In other words, exactly what you need to take the next step as a successful business. Convert won opportunities to projects seamlessly without losing any data. Track milestones, manage processes, and integrate with external systems to ensure on-time delivery and happy customers. As every business knows, winning a client is only the beginning. Keeping everyone involved aligned in delivering the product or service, is the most important part of any customer relationships.Starting Price: $55/user/month -
21
CargoSoft ECM
DAKOSY
Our solution for Enterprise Condition Management – also known as Rate Management - makes creating reliable quote and contract structures easier by compiling transparent and concise rate management. The core of the application is the homogenization of the often complex costs of logistics services and the clear presentation of all information. With the help of CargoSoft ECM, you can compare rates and corridors more easily and prepare quotations quickly and reliably. Costs, cost trends and the basis for calculations can be compared transparently for individual corridors. The selection of preferred service providers is made easier, calculations are supported and your negotiating position with those service providers is strengthened. By assigning individual user rights to functions of rates and contracts, all users involved in the process can receive global access to data which is relevant to them. -
22
CIS Configurator
Complete Information Solutions
If you're looking for an affordable and easy to use CPQ solution, choose CIS Configurator. Designed to make quoting easy, CIS Configurator streamlines the sales process to empower sales teams to quickly configure, price and quote, complex products, helping to win more deals faster. The platform is a web-based software that offers a rule-based configurator, pricing management, integration with other ERP or CRM systems, centralized location for all quotes, and pipeline visibility.Starting Price: $695.00/month -
23
Quote Roller
PandaDoc
All-in-one proposal, contract, and quoting software. Our online quoting software is the ultimate sales tool for document automation. We extend the power of your CRM and provide everything you need to turn your leads into paying clients. No need to switch between word processors, CPQ tools, eSignature apps, and follow-up emails. Quote Roller lets you create sales documents, employ dynamic quoting, get electronic signatures, and improve your sales processes all the while. Boost your team’s productivity by 35%. Quote Roller helps your reps close deals faster by eliminating duplicative work on sales quotes and replacing traditional PDF proposals. Save at least one hour per document and several hours per deal. Automated manager reviews help pin down the approval process. Locked content satisfies marketing, accounting, and legal requirements. Now you can count on consistent sales quotes and business proposals each and every time. -
24
ITQuoter
ITQuoter
Quoting solution for MSPs, VARs & System Integrators | ITQuoter is a complete quoting system that can handle anything from a simple one line quote, to more complex bids and professional proposals. Electronic sign-off and online payment is included with the system at no additional cost. ITQuoter manages the whole sales process all the way from quoting, orders, purchasing, online procurement ...and more!Starting Price: £59.90/m per user -
25
PSQuote
CLD Partners
PSQuote closes the gap of CPQ for services. You get a unified process for quoting professional services. You’ll spend more time on delivery and less time quoting. Relying on spreadsheets to create estimates instead of doing them in Salesforce? This disjointed system creates a gap between what was sold and what gets delivered. And that means revenue leakage, aka, lost profits. It also means difficulty tracking what you sold versus what you delivered. We understand how frustrating this is, and we believe you deserve better. Automate and streamline your quoting process. Accurately estimate and quote services. Automate the sales-to-delivery handoff. Gain a comprehensive view of service operations from estimation to execution. Get more granular forecasting and inputs to demand planning. Enable your sales team to quote services based exactly on how you deliver. PSQuote is the result of years of building quoting tools for dozens of clients. -
26
Quote Manager
CRM Dynamics
Quote Manager CPQ for Microsoft Dynamics 365. Quote Manager CPQ is a powerful add-on completely native within Microsoft Dynamics 365. This allows your sales team to create and send professional branded quotes from Dynamics 365 in few minutes. Quote Manager CPQ is the only Quote/CPQ system 100% dedicated to Dynamics 365 – where all the set up, configuration and data is held in Dynamics. As a result you have full control over any additional customization or use of standard Microsoft Dynamics 365 features such as queries, charts, views, and workflows. The quoting solution uses the standard export/import capability of Excel for Product Database modifications, as well as PowerBI dashboards and PowerApps. Quote output is controlled by standard Word Templates or other add-ons. Quote Generation. Search across 10,000+ products. Sort and filter by category, make, supplier, and product description. Add products to the quote, customize the layout with comments and sub-totals, edit descriptionsStarting Price: $17 per month per user -
27
Sbison
Sbison
Sbison is a quote detail tracking, time tracking and collaboration tool. It’s ideally suited for advertising agencies, development shops, marketing companies or any consulting business. Access to all features such as quote tracking, time tracking and collaboration. Pay only $144/year if you buy seat licenses annually. This is a 20% saving over the monthly subscription rate. Enterprise clients are eligible for additional discounts. Quote details are easily accessible from anywhere by your entire team. Quotes are fully searchable. System keeps running a total of pending, approved, and completed quotes. This makes it easier for forecasting resources, billing, and cost analysis. The time tracking feature makes it easy to capture all incremental billable hours for your whole team. Capturing lost hours feels like a new revenue stream. Team members can easily document and share new ideas and processes. Ensure this knowledge isn’t being lost or kept in silos.Starting Price: $144.00/year/user -
28
Mosspaper
Mosspaper
Quotes and contracts just got easier. Electronically sign and accept payments instantly. Create a professional quote or contract using one simple click. Send a quote or contract to be electronically signed. Accept payments from your customers instantly. Track, manage, and get insights into your business. We offer productivity tools to help you track and manage your work. A simple glance will tell you if a customer has viewed, signed, approved or rejected it. We provide a quick snapshot of your daily activities so you can focus on making your customers happy. With seamless integration from Stripe, you can collect payments from anywhere in the world for your freelance and small business. We offer a way for you to request payments from your customers though our app. Know your outstanding balances, send out requests and collect payments all in one centralized area.Starting Price: $29 per month -
29
Costimator
MTI Systems
Helping shops accurately estimate more quotes, win more jobs and generate more profits. Estimate with or without the aid of a 3D CAD model. Utilize time tested and industry validated cost models to quickly estimate labor times and costs. Simultaneously estimate multiple quantities by automatically amortizing setup and other quantity sensitive costs. Centralized database enables real time updates and quick retrieval and review of estimate data throughout the organization. Import tools enable mass uploading of manufacturing data to quickly refresh quotes with the most current information. Export tools can be easily utilized to produce custom reports and links to other software, such as ERP/MRP systems. Automatically generates a formal quote as well as a series of useful management reports. -
30
FF&EZ
FF&EZ Software
FF&EZ® Design is the most powerful tool available for creating, calculating, documenting and presenting FF&E budgets, specifications and costs. The design-purchasing version adds ordering and tracking. FF&EZ is a tool for architects, interior designers and FF&E salespersons who wish to plan, organize and present design specifications for FF&E (furniture, fixtures & equipment). It can be used for everything from simple sales quotes to new construction projects, producing multiple documents in the most efficient way possible using a computer—with none of the drawbacks of word-processors and spreadsheets nor the technical overhead of CAD-based approaches. FF&EZ's power comes from a database framework in which the familiar parts of FF&E design and presentation work (vendors, areas, rooms, etc.) are created once and then linked together by picking them from the resulting lists.Starting Price: $595 one-time payment -
31
WorkflowMax
Xero
If you're looking for a feature-packed yet affordable solution to help you supercharge project profitability, choose WorkflowMax. A cloud-based online workflow and job management product by Xero, WorkflowMax offers a comprehensive set of features loved by more than 10,000 businesses. These include quoting, time tracking, streamlined invoicing, job management, and insights and reporting. WorkflowMax is suitable for creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants and anyone who bills by time.Starting Price: $33/month -
32
Applications Platform
Applications Platform
Applications Platform is a low-code development platform that provides you with fully integrated B2B portal software and Product Information Management solutions to transform your business. With our fully hosted environment, you can build on pre-built low-code templates that match the look and feel of your company branding. Quickly and easily create additional database applications, develop application extensions, create web portals, or deploy ready-made library applications. Applications Platform’s capabilities provide enterprise low-code features to deliver: • B2B Web Portals including customer, supplier, vendor, partner • Library Applications such as SaaS PIM, CRM, order management, and purchase order systems. • Ground Up Applications including asset management, product information management (PIM), CRM, approval, and compliance solutions. • Application Extensions e.g., asset management, compliance, quoting, returns management etc.Starting Price: $0 -
33
Raptech
Raptech Solutions
Raptech is a cloud-based digital business management software that enables growing companies to automate the processes of Lead-to-quote, order-to-cash, source-to-pay, and record-to-report. Gain total control over the business using efficient workflows. Make real-time data-driven decisions with AI-powered analytics. Having process and tools in place to manage sales pipeline and forecast pushes the sales team to be more effective, and efficient and ensure that lead clients turn into business opportunities. Streamlining order fulfillment, billing, and payment receipt process enable to increase in the bottom line. Revenue projections will help to make strategic decisions to maximize profits. Understanding spending patterns help to make a critical decision on cost control. Spend forecast will assist in closely monitoring and fixing problems before they become major issues. Bringing efficiency in working capital and cash flow management leads to a higher return on capital. -
34
QuoteOnSite
QuoteOnSite
Save time and win more work with QuoteOnSite, an online quotation solution for small to medium-sized businesses. With QuoteOnSite, users are able to take control of their invoicing, and keep on contact with their clients. QuoteOnSite allows users to track messages for opens and clicks of user-crated quote pages, and see the status of the invoices. QuoteOnSite also allows users to efficiently make and send professional looking quotes and invoices to their clients.Starting Price: $10.00/month/user -
35
WeSuite
WeSuite
For simple to complex sales, we’ve got you covered. WeEstimate and our special-feature modules allow for ease of customization to support national accounts, contract pricing, multiple catalogs, disparate tax codes, sophisticated reporting, and the many other sales challenges facing larger, multi-site organizations. WeSuite helps small to medium businesses grow with powerful tools scaled for your size and budget. Our sales management software and mobile solutions empower your team to work more efficiently, present more professionally, and sell more effectively by simplifying and automating the quote-to-close process. Coordination and collaboration has never been easier. Real-time, centralized data keeps team members on the same page, working toward common goals. Make smarter business decisions based on pipeline transparency and detailed sales reporting. Grow your organization and increase profitability.Starting Price: $69.95 per month -
36
Model N
Model N
Model N delivers an end-to-end platform empowering companies to maximize revenue as they transform Sales, Marketing, Channels, Finance, and Legal processes. Model N’s revenue management solutions help you maximize revenue by transforming siloed, tactical activities into strategic end-to-end revenue processes through automation and intelligence. Revenue Cloud bridges the gap between front-office and back-office activities providing a unified system of record for all revenue execution. Model N allows customers to easily configure and quote complex products, quickly come to terms on complicated contracts, have more accurate and timely channel data ensuring visibility into channels, and efficiently manage incentive programs avoiding overpayments. Model N Rebate Management helps you better engage your channels to improve and optimize revenue. -
37
ClientTether
ClientTether
ClientTether’s leading franchise management software was designed and built by franchisors to fundamentally change their system’s ability to scale growth, provide customers with an incredible experience, and to create meaningful engagement to boost retention and bolster their online reputation. It has grown to be the #1 Franchise Software in 2024 and the leading Franchise Sales CRM in the industry. Because we’ve been in our clients’ shoes, we made our franchise platform incredibly easy to use, simple to deploy, and powerful, so they can spend their time running their business and not letting their business run them. We help service businesses and FranDev teams optimize their lead response, sales, quoting, online reputation management, and operations processes through natively integrated automation tools including text, phone, email, chat, and internal communication. This is all tied to a CRM platform designed to support franchising and multi-site service companies with Data. -
38
TeamGram
TeamGram
The CRM that doesn’t stop when you close. TeamGram works across departments, helping everyone in your company collaborate to achieve amazing sales performance and customer satisfaction. Use it to write quotes, track orders, manage post-sale activities, assign tasks to mobile teams and more. TeamGram dashboard provides real-time insights into vital business metrics, without having to dig through spreadsheets. Quickly discover what needs your attention and make faster decisions. The pipeline view enables you to see all your deals at a glance and makes it easier to focus on your next actions. Drag&drop your deals from one stage to the next, take control of your sales process in a very simple and visual way.Starting Price: $12 per user per month -
39
Routzy
Coalesce Software
Routzy is an iPad sales app that rolls the advanced features of several business utilities into a single, mobile sales center. Turn your leads into customers today. Stay organized by logging all your prospect and customer communication in one place. The perfect tool for a mobile sales team, Routzy generates optimized sales routes in seconds. Create sleek, snazzy quotes on the fly for a better shot at closing deals in the field. Digitize your existing paperwork and roll out with the forms to handle any situation. Make killer presentations to express your ideas and bolster your sales pitch. Access contact data and track workforce activity with Dropbox integration. Routzy is a mobile sales CRM (customer relationship management) app for the iPad®. Simply put, this application turns an iPad into the ultimate standalone sales tool. With Routzy, we've rolled the advanced features and functionality of several business productivity utilities into a single sales center.Starting Price: $34.99 per user per month -
40
FBK CM|XS Suite
FBK
Transform the way you manage bids and tenders by moving processes and data from siloed spreadsheets to a single platform. From the initial shape phase to monitoring and governance, CM | XS Suite has you covered ensuring maximum ROI on every tender with hundreds of out-of-the-box functionalities. The concept of eXtensibility allows a wider variety of options and functionalities in the spirit of an integrated framework connected with all tendering stakeholders to align everyone on the main objectives and goals. An out-of-the-box solution including every need that a tender office rep could express. Managerial business tool to control performance, including contract compliance and business progression over years. Monitor your tender life cycle in real-time and use advanced analytical tools to gain insights in order to have an advantage over your competitors. Generate reports in a quick and simple way tracking the Company’s business bid & tender activities. -
41
ProQuote
IMPAC Systems
Every business is different. Different people, process, tools, systems, organizational structures, goals, challenges and priorities. ProQuote specializes in creating purpose-built sales quotation solutions to enable companies to simplify work, enhance customer service and boost sales. Most CPQ software takes a low cost “one size fits all” approach or is extremely expensive and complex. It either falls short or is loaded down with features you don’t need or use. Our solution is for manufacturers, distributors, technical integrators & wholesalers who want a purpose-built solution that fits their needs at a reasonable price. We believe software on its own cannot solve your problems or guarantee your company greater success. For sustainable results, software must be combined with experienced people, a proven strategy, measurable outcomes and a well-defined business process. Our “PQ Sure” methodology uses strategy, consulting and software to solve your quoting and estimating problems.Starting Price: $3500.00/one-time -
42
ASC Pricing and Quoting
ASC Networks
ASC Pricing and Quoting is a web-based platform designed for configure, price and quote (CPQ) management with a focus on RFPs, RFIs, RFQs, sourcing and procurement activities, and collaborative negotiation. On the sales and pricing side, ASC Pricing and Quoting automates and manages sales configurator requirements and pricing and promotion calculations such as customer, channel, volume and product-specific promotions and discounts. This entails the complete buy-side and sell-side contract management lifecycle such as quote to cash (QTC), quote to order (QTO), and configure, price, quote (CPQ). Automate, simplify and improve your pricing and tendering management, sales configuration and product configuration processes with ASC Pricing and Quoting solutions.Starting Price: $25 per user per month -
43
ISQuote
Interep Systems
Manufacturers’ Representatives have unique requirements when it comes to job tracking and quoting. We understand your industry and the relationships it takes to close and win a project. As the industry changes so do ISQuote. ISQuote is an ongoing collaborative effort by those who know the process best, it's users. We continue to welcome input, which is why ISQuote has become the preferred Job Quoting Software for manufacturers' representatives throughout the United States. ISQuote will organize your job tracking and quoting information into one dynamic interface. ISQuote consolidates quoting procedures, quote and job documents, notes, contacts, and more. ISQuote will give your team access to job and quote information in and out of the office. ISQuote was developed specifically for the manufacturer's representative. 15 years ago many of our current customers came to us asking if we could write a program that would assist them in their daily quoting activities. -
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SatQuote
SatQuote
SatQuote helps outdoor service businesses win more jobs by streamlining the process of managing leads, accurately measuring, creating designs, estimating labor and materials, and creating high quality quotes that sell. The SatQuote web app is a simple to use and easy to learn all-in-one measuring, estimating, and quoting platform. Create measurements from google or high resolution imagery, assign and estimate products and services on areas, and quickly create quotes that sell. Calculate perimeter, area, and volume of areas by feet, yards, or meters over multiple area groups quickly and easily. Instant AI measurements of properties in seconds, not days regardless of property size to turbocharge your time to quote.Starting Price: $12.50 per month -
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Quotient
Quotient
Quotient is a sophisticated and intuitive online quote creation and management software solution that enables users to create, send, and manage quotes seamlessly. Available on the Mac, iPhone/iPad, and Windows and 100% secure, this application makes the quote creation process more efficient with its robust features that include acceptance confirmation emails, quote templates, private notes to quotes (for in-house use), one-click online quote acceptance, and more. Quotient can also be integrated with Xero, Zapier, Insightly, QuickBooks Online, Capsule, MailChimp, and Highrise.Starting Price: $20.00/month -
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GleanQuote
GleanView
Make complex quoting easy and fast using GleanQuote's CPQ engine. Configure highly customized solutions for your customers in minutes. Formalize sales and product intelligence into a process that guides your team to the best solution for your customers. Make it easy for your team to quickly build winning proposals with unlimited templates that can be completely customized to showcase your offering. Install guiderails and analytics into your sales process to keep your team focused and on-track.Starting Price: $175 per month -
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QwikQuote
QuikQuote
You can use QwikQuote as long as you can connect to internet to access your quote software hosted in your Office PC, terminal Server, Citrix App Server, or Cloud. In all cases you have the same feeling and productivity without extra training or reeducation. You can choose the right remote access approach to your quote software system to meet your business and management requirements. That's why Personal Selling Power said 'QwikQuote is the leading business sales Quoting Software for customized sales quotes, sales invoices and estimates and you'll be glad because 'even the most complex quotes become a breeze.' QwikQuote is the original desktop quoting software that allows salespeople to effortlessly create sales quotes and sales invoices with only a few clicks of a mouse. Quoting should be easy and uncomplicated so you move quickly from a proposal to to an invoice, that's why we are known as 'The Easy One.' (See our Learning Center Video Making a Quick Quote).Starting Price: $199 one-time payment -
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SplashQ2C
SplashQ2C
Easily send quotes on demand with SplashQ2C customizable quote templates, from anywhere. Empower customers with our proprietary “Buy Now” button to accept and make payments directly from their quote. Empower customers with our proprietary "Buy Now" button to automatically process payments and send orders immediately to suppliers for fulfillment. Allow resellers to maintain their brand identity with reseller and co-branding quote template options. Users may create and maintain their own custom and modified quote templates by quote type or for quick creation of most commonly placed orders. However your customers like to pay, SplashQ2C can manage it. Process credit cards, accept and approve purchase orders, even manage credit lines directly through SplaceQ2C. Process credit card payments or upload purchase orders for easy payment processing. Easily reconcile payments when received. Invoices and receipts are sent to the customer automatically.Starting Price: $49 per user per month -
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QuoteBee.io
QuoteBee.io
Add discounts and taxes per line item and/or add to overall pricing directly while preparing quotes. Configure and group together frequently used products and services with custom fields. Send quotes online for acceptance by your customers and publish changes to it. Save reusable material in the content library and prepare quotes even faster than before. Discuss with your customer while they review quotes online and handle every objection live. Manage unique combinations of products and services in the catalog that deliver exactly what your buyers need. Generate best combination that solve customers' problem from the catalog directly while creating quotes. Send documents to your customers with an online viewer and get real-time notifications of views and comments. Define token placeholders for customer details in your templates and quickly replace them before sending. -
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AutoQuote
Dean Infotech
AutoQuote is a powerful HubSpot-integrated tool designed to automate quote creation when deals progress through different stages. With an intuitive drag-and-drop interface, users can seamlessly generate, review, and edit quotes, ensuring a smoother sales workflow. By eliminating manual effort, AutoQuote streamlines the sales process, increases efficiency, and accelerates deal closures. Key Features 💠Automated Quote Creation – Instantly generates quotes when a deal moves stages, reducing manual effort. 💠Drag-and-Drop Functionality – Easily create and manage quotes directly from the deal stage with a simple drag-and-drop action. 💠Side Card View – Enables one-click quote generation without leaving the deal page. 💠Quick & Easy Configuration – Set up predefined templates for faster and more accurate quotes. 💠Seamless HubSpot Integration – Works directly within HubSpot CRM for a smooth and uninterrupted experience. 💠Faster Deal Closures – Automates and the quoting process