Alternatives to QuoteIQ

Compare QuoteIQ alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to QuoteIQ in 2026. Compare features, ratings, user reviews, pricing, and more from QuoteIQ competitors and alternatives in order to make an informed decision for your business.

  • 1
    Jobber

    Jobber

    Jobber Software

    Jobber is designed to save field and home service providers at least six work-hours per week. Jobber's tools include Dispatching, GPS tracking, Estimates, Invoices & Quote Tracking, Scheduling, and Payment Processing. Jobber focuses on making small businesses more successful by assisting with tools to manage their operations from anywhere with their easy-to-use mobile cloud-based software.
    Leader badge
    Starting Price: $9 per month
  • 2
    Yodify

    Yodify

    Yodify

    Yodify is a B2B e-Commerce, Quoting, Website Building, Product Data, Customer Account & Catalog Management Platform. Yodify grants you access to powerful sales & quoting tools, and a vast product library. The Yodify Library cuts your time to launch from months, to weeks. Use pre-built products made to manufacturer specifications and populate your catalog in a couple clicks. Platform features like Product Configurators, Account Pricing & Checkout, Quote-to-Cart, Order Templates, Shipping Rules & Restrictions, & so much more make your site the ultimate resource. Yodify benefits both your customers and your sales teams; breaking down barriers in communication, and freeing up time answering basic questions to focus on dead-accurate quotes, & lucrative sales. Yodify is equally suited to either compliment your existing web presence, or completely overhaul your site. Book a platform Demo with our team for a personalized walkthrough of your digital future.
    Starting Price: $269/month
  • 3
    VARStreet InstaQuote
    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.
  • 4
    BidClips

    BidClips

    BidClips

    BidClips empowers home services teams to build better customer experiences. With our interactive quote builder and automated follow-ups, it’s never been easier to impress your customers and grow your business. Use our form builder to obtain the right information for each service you offer with pictures, videos, and measurements. Engage your customers with email and text follow-ups that show your customers you care and help you gain more business. Empower customers to accept, schedule, and make a down payment on their estimate all from the comfort of their device. Visualize in real-time the health of your business with daily total jobs sold and average ticket price. Improve your sales to service pipeline with metrics such as bid to job closing ratios and the % of requests sent estimates. View the performance of your sales team and make more informed decisions on staffing and training.
    Starting Price: $74 per month
  • 5
    QuoteFlare

    QuoteFlare

    QuoteFlare

    Get highly customizable and accurate quoting with QuoteFlare. QuoteFlare is an instant quoting and booking technology suitable for service companies such as plumbers and maid services. With QuoteFlare, businesses can provide as many quotes and bookings as they need from the phone or field. QuoteFlare offers a wide range of templates and can be installed anywhere.
    Starting Price: $49.00/month
  • 6
    MoveMan

    MoveMan

    MoveMan

    MoveMan Pro is a removals management suite tailored for moving and storage businesses that streamlines the entire operational workflow from initial inquiry through quoting, job planning, resource allocation, and invoicing while reducing manual admin and increasing efficiency; it offers powerful quoting tools that produce branded PDFs and documents quickly, a drag-and-drop job diary for scheduling crews and vehicles, and integrated invoicing that links directly with accounting systems like Sage, Xero, and QuickBooks to cut bookkeeping time and errors. It includes advanced resource management features such as training, certifications, vehicle servicing and defect tracking, holiday and sickness records, and utilisation reporting, plus flexible storage billing with multiple billing periods, container tracking across branches, and automated invoicing reminders to accelerate cash flow.
  • 7
    SatQuote

    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
  • 8
    projectquoting.com

    projectquoting.com

    Projectquoting

    Projectquoting.com is a quote creation software for landscaping and lawn care businesses that enables them to quickly and easily generate custom quotes. Projectquoting.com features include quoting, marketing, lead generation, customer management, and invoicing. Projectquoting.com has a satellite measuring feature that allows users to measure properties for area, perimeter, or length with the use of a measuring interface. With Projectquoting.com, users can fully automate their quoting by scheduling its delivery time of their own choosing.
    Starting Price: $29.99/month
  • 9
    Crete Quote

    Crete Quote

    Evolution Quotes

    Crete Quote allows you to create and submit an unlimited number of quotes per month, allowing your clients to build the perfect quote. Instead of having your clients wait hours, days, or even weeks for their quote, Crete Quote will instantly email them their quote. Crete Quote is only online, so all you have to do is log into your account and you’re good to go. Crete Quote will save you massive amounts of time. Allowing you to see your family, complete projects on time, and only sell to the most qualified prospects. Every year the demand for concrete contractors goes up, while the pool of quality contractors shrinks. Swap roles and make your customers earn your business. Pre-qualify your leads before they have a chance to waste your time, avoid round after round of bid revisions, & take your business to the next level! Homeowner goes to your website where they build a quote with the Instant Quote form that only displays the services and products that you offer.
    Starting Price: $97 per month
  • 10
    Quote Generator Plus

    Quote Generator Plus

    Quote Generator Plus

    The Quote Generator system allows your customer to conveniently receive instant quotes and place orders online. Quote generator helps cleaning companies sell services faster and more accurately. Quote generator makes your service and pricing more accessible to customers and helps you save time and increase your sales. Provide instant quotes to your customer. Instant online quote emailed automatically to you and to your customer. Provide information about your availability. Credit card processing. (Stripe, which accepts major credit cards) E-coupon for your customers.
    Starting Price: $19.99 per month
  • 11
    Sera

    Sera

    Sera

    Many HVAC, plumbing, electrical and other home service businesses leave money on the table from incorrect pricing and inefficiencies. Effortlessly identify pricing and efficiency gaps in your business, adding more money to your bottom line. Field service management software that ensures the jobs field service businesses complete are profitable. Sera is laser-focused on ensuring you beat the industry average of 8% profit with live job time efficiency tracking. Clients have shown an average of a 52% revenue increase compared to their previous FSM solution within the first six months of usage. Generate bigger tickets, dispatch more efficiently, automate service agreements, customer history, and more. Keep your plumbing jobs on track, your customers informed, and give your crew the job details they need, on demand. Schedule jobs efficiently, optimize routes, and send quotes and invoices by text with our electrical software.
  • 12
    Zenbooker

    Zenbooker

    Zenbooker

    With Zenbooker's customizable booking system you can transform your website into a place where customers can get individualized price quotes, see your real-time availability, and book your services. Zenbooker lets you define the geographical areas that you travel to for jobs, and prevents people from booking appointments for addresses outside of your service area(s). You can even set custom operating hours and prices for specific locations. Provide customers with upfront, accurate pricing for services and extras. Zenbooker lets you add custom questions to the booking flow, which affect the price estimate presented to customers. You can easily add a secure online payment step to the booking process. Just connect your Stripe account to Zenbooker and you can start accepting credit cards. You can also save cards to customers as payment methods for future jobs. Collect all the important job details in a seamless booking flow.
    Starting Price: $29 per month
  • 13
    BlinQ

    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
  • 14
    QuoteWerks

    QuoteWerks

    Aspire Technologies, Inc

    For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWerks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, QuickBooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more.
    Starting Price: $199.00/one-time/user
  • 15
    Quote Manager

    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 descriptions
    Starting Price: $17 per month per user
  • 16
    Quotient

    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
  • 17
    Grizzly Quote

    Grizzly Quote

    Grizzly Quote

    Create, manage, send, and close your quotes with Grizzly Quote. All-In-One. One Low Price. No Additional Programs. Grizzly Quote saves your company time and resources on closing quotes by including a PCI-Complaint Payment Page. Built-in custom payment pages with secure PCI-Complaint 256-bit encryption and Google's Two-Factor Authentication. Customers can view and pay quotes from any internet-connected device, just as easily as you can build and send them out. Built with latest technologies like HTML5 and CSS3, with best practices and avoiding hacks and workarounds. Customers can view and pay quotes from any internet-connected device, just as easily as you can build and send them out. Grizzly Quote works across all browsers, operating systems, and devices. Build your quote from a tablet and your customers can pay from their phones.
  • 18
    EchoQuote

    EchoQuote

    LeadLifter

    Why spend hours creating content offers that may not generate qualified leads? EchoQuote™ is simple to set up, works instantly and never goes stale. EchoQuote™ leads are more qualified and receptive to a sales call. Sellers can easily begin a sales conversation and start uncovering their needs. We would agree! EchoQuote™ never displays or sends pricing without your approval; you stay in total control. There are also numerous ways to restrict who can request a quote (block countries or email domains). Absolutely. Most of our clients are B2B and sell complex/custom products and services. EchoQuote™ is built to handle budgetary requests, not final pricing and is used to open the door to a sales conversation. Everyone, including your competition, has a Request a Quote/Contact Us form on their website but they rarely work. Visitors trust third party tools like EchoQuote™ resulting in more leads for your sales team.
    Starting Price: $25 per month
  • 19
    QwikQuote

    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
  • 20
    Contractor WorkZone
    Run your back office from your front seat. Manage your business on site, take the work out of paperwork and get jobs done sooner. Save time and money with our construction management app tool. We take standard construction document processes and digitize them for easier access and organization. Items such as quotes and estimates, purchase orders, site diaries, daily reports, change orders, invoices and more are all now easily attached and accessible from one project link. Download and use completely free at our solo level as long as you want, with unlimited projects and documents for one device. If you’re ready to upgrade for additional features, try any of the paid subscription levels free for 2 weeks. If you're nervous about trying new technology or worry about introducing a new process we've got you covered. Try Contractor WorkZone - A simple, customizable project management and construction app to manage your small business from your phone, tablet or computer.
  • 21
    Applied Rater

    Applied Rater

    Applied Systems

    Many agencies feel they spend too much time retrieving quotes from multiple insurer sites. Or worse, that quotes often lack accuracy, creating a poor client experience. You need a way to deliver fast, accurate quotes to your clients. Our cloud-based insurance quoting application Applied Rater® automates quoting workflows for the broadest range of insurers in the United States. It provides a single point of data entry to automate the exchange of information directly to insurers’ websites within the application. Use a quoting solution to enhance your agency's competitive value by delivering fast, accurate quoting that improves productivity and enhances customer service. Give clients the most competitive rates and comprehensive service. You can pull quotes directly from insurer sites into the application for fast, accurate quoting.
  • 22
    VistaQuote

    VistaQuote

    Ambry Hill Technologies

    Receive RFQ emails from your favorite listing services, just like you always have. VistaQuote finds your RFQs, cleans up your inbox, and organizes them for rapid response. VistaQuote rules can route RFQs and alert you on critical sales opportunities based on your preferences. View real time business data on the spot, for fast pricing decisions, with one click. Send your customer their quote, and with no data entry required, the quote is automatically entered in your business software. With VistaQuote, read and respond to RFQs inside one platform while at your desk using our website interface or on the go with our mobile app. Here is a practical example of how we thoughtfully designed VistaQuote for you: Our cutting-edge technology deploys a first ever automated export compliance solution using your new or existing VisualCompliance eCustoms subscription. Once activated, VistaQuote will automatically screen all your new RFQs against global threats and bans.
  • 23
    iQuote Xpress

    iQuote Xpress

    iQuote Xpress

    Most proposal automation and quoting software requires days of training or paying for help from an IT consultant with a Ph.D in APIs just to get started. But with iQuoteXpress (IQX), we do the heavy lifting to rapidly deliver a customized, integrated, and fully supported sales proposal and quoting solution. It’s a configure, price, quote system that's easy to roll out and easy to use. Your sales proposals should reflect your brand values. IQX tailored proposal templates will help ensure a consistent look and feel for every quote you put in a customer's hands. We’ll build a custom, branded dashboard for your quoting software, and load your catalog of products, services, pricing schedules, even your customers and accounts. Sales enablement requires analytics, and we’ll deploy the back-end tracking tools to give you complete oversight, and help ensure no proposal or business opportunity goes missing.
    Starting Price: $39 per year
  • 24
    QuoteOnSite

    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
  • 25
    Quoter

    Quoter

    Quoter Software

    Quoter is an online quoting platform for sales teams. Quoter helps sales teams save time, increase control, and win deals faster by streamlining the sales quote and proposal process. It comes with reusable quote and proposal templates, quote and email tracking, easy, online acceptance and payment, CRM and accounting integration, and so much more. Create more quotes, eliminate bottlenecks, and get paid faster with Quoter. Quoter is a lightning fast, modern quoting platform for technology service providers. Our easy-to-use platform, automation workflows, and unlimited user pricing plans will empower your team to create more quotes than ever before. All of our core plans include unlimited users. Create impressive, accurate quotes in just a few clicks. Rest easy knowing exactly when your quotes are opened. Seamless PSA, CRM, distributor, and accounting integrations. Leverage our automation to encourage more people to quote.
    Starting Price: $99 per month
  • 26
    Tedious

    Tedious

    Tedious

    Tedious is an on-demand lawn mowing service that will help you get the lawn of your dreams. It offers affordable and top-quality services, which include lawn, cleaning, Fertilization leaf and snow removal. All you need is to select the task and give them the details of your property. Once done, they will provide you an instant price quote and let you track your progress. With just one click from the desktop or smartphone, you can order their on-demand services from anywhere in the world. Sign up and get an instant quote!
  • 27
    CowboyQuote

    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
  • 28
    Experlogix CPQ

    Experlogix CPQ

    Experlogix

    Experlogix CPQ software solution helps businesses streamline the quote-to-order processes. Designed to handle complex product configurations and pricing, Experlogix CPQ is great for manufacturers and businesses with intricate product offerings. Enable your sales teams to quote complex configurable products and services with accuracy. Experlogix CPQ manages product and service options, available feature combinations, pricing, and discounting, and automates quote processes, helping sales representatives quote fast and sell right – every time. Build and design products per specific customer needs, with features that help select, visualize, and specify options, making the process easy to control and navigate. The pricing function leverages logic-based rules to generate complex quotes that are accurately priced. Generate customized, accurate, and compelling quotes faster and ensure your sales reps are delivering exact prices and discounts at the highest possible margin every time.
  • 29
    WorkQuote

    WorkQuote

    Viaboom Software

    WorkQuote is an estimating, invoicing, and scheduling app designed by a real person in the tree service industry and developed for field service professionals and trade contractors. WorkQuote will help you save time, win more jobs, and stay organized with tools to professionally manage your customer workflow. Whether you're a freelancer, solo operator, or a growing business with a few helpers, step up customer confidence by sending clear and professional estimates and invoices that match your company’s brand. WorkQuote was created to provide a superior alternative to apps burdened with costly, unused features, as well as those that offer only basic functionality. Its modern user-friendly design allows you to save time and concentrate on what matters most: growing your business. Create unlimited customers, custom estimates, jobs, invoices, payments, receipts, expenses, notes, and reports using an easy-to-use app designed for your mobile devices.
    Starting Price: $14.92/month
  • 30
    ToolQuote

    ToolQuote

    JDL Technical Services

    ToolQuote is a mold quoting software that helps you efficiently put together your quotes quickly. ToolQuote is completely customizable to the way you quote tools currently. All quotes are added to a database and you will be able to search & compare similar tools you have done previously. A powerful graphic interface automatically creates a visualization of the tool layout in plan and side view. Steel sizes and material costs for all tool positions are automatically generated and calculated from the tool layout generated. A history of each quote can be displayed to give a fast and clear overview of revisions to quotes. Actual costs can be added to each tool for future comparison to new quote calculations. Selectable master profiles allows for unique component libraries to be created for exclusive inclusion into templates. All information can be exported into a .CSV file for mapping into your ERP system or custom Excel quote sheets.
  • 31
    Freightalia

    Freightalia

    FREIGHTALIA

    Attract exporters, importers and your agents. With the solutions provided by Freightalia, you send always correct estimates immediately and professionally. Freightalia is the most powerful automatic quoting system ever created for freight forwarders, fully customizable to your needs, country or service. Simple and intuitive for you and your customers. As the system operates in the cloud, no IT infrastructure other than an Internet connection is required. Find the perfect plan for your business and discover how much easier quoting can be with Freightalia. With all the time you’ll save, it’s a product that pays for itself. With Freightalia you can send beautiful quotes to your customers in real-time. Know exactly when a quote was published, when it was viewed, when it was accepted, and when it is still pending. Freightalia integrates a collection of results-oriented features that will help you outperform the competition and grow your business.
    Starting Price: $48 per month
  • 32
    CloudQuote

    CloudQuote

    CloudQuote

    Cloud Quote is a cloud-based CPQ (Cost, Price, Quote) sales solution designed to streamline, personalize, and accelerate the quoting and sales process by enabling sales teams to quickly generate accurate, consistent, professional quotes and proposals with automated calculations, configurable templates, and real-time pricing updates, reducing manual effort and errors so reps can focus on selling and managers can oversee pipeline performance. It centralizes product, pricing, and rate data, pushes updates instantly to users, supports lead tracking and allocation with insights into lead sources and ROI, and offers dashboards for reporting on quotes, likelihood of closure, products quoted, and geographic performance while enabling features such as quote approvals, team assignments, and easy reassignment of quotes among reps.
  • 33
    AutoQuote

    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
  • 34
    ASC Pricing and Quoting
    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
  • 35
    OX Quote CNC Machining
    Attract new customers with the online quoting for CNC Machining parts by the software OX QuoteCM. Customers of CNC processors have the possibility to quote and order online via website. OX QuoteCM price generation is integrated into the CNC processor's website. Customers upload their 3D-Files like STEP in the dedicated area of the website. The quoting process starts with a three-dimensional preview of the CNC parts or assembly in the wizard. The system recognizes all production steps, machining processes, individual parts, assemblies and standard parts based on the geometry and guides customers through the price estimation.
  • 36
    Plannit

    Plannit

    Plannit

    We help home service pros stay on top of requests, work orders, scheduling, billing, and payments, without giving up evenings and weekends. Reduce the number of messages that you send manually on a daily basis. Reduce time spent on scheduling & dispatching jobs. Save 40+ hours each month on admin work and collections. Organize and follow up on all of your job requests in one place by bringing emails, website inquiries, phone calls, text messages, and Facebook messages into a single message center. Our unique job scheduling tools combine your team calendar, jobs, and routes in a single view to streamline the way you plan your days and dispatch work and save you time. A self-service customer portal allows customers to access message history and files like quotes, contracts, bills, and payment history 24/7. Plannit is designed from the ground up to simplify how home service companies work, all while putting customer service front and center.
    Starting Price: $59 per month
  • 37
    WebRate

    WebRate

    IBQ Systems

    Offer quotes 24/7. Right from your website. Customers love the convenience. You’ll love the time it frees up. Over 350 classcodes for BOP and 40 classcodes for Contractors will receive a real-time rate. The information is sent back to your agency to issue. Easy as that. Add a quote button to your site. Point it at your branded quoting page. You’re done. No IT headaches or web developer hassles. Commercial quotes can be a pain. You spend hours gathering info. Repeatedly enter the same info in carrier websites. Customers visit your website. They click the “Get a Quote” button. It could be Sunday or Tuesday at midnight when you’re not open. They enter their info. Choose the coverages. You both save time and frustration. They get a realtime quote. You get a text or email with the details. Everyone is happy. IBQ Webrate is friendly to your customers and their phones. It’s designed to detect the device and optimize accordingly. There’s no squinting or fat fingering. It’s just easy.
  • 38
    Salesforce CPQ

    Salesforce CPQ

    Salesforce

    Provide quotes faster, control pricing, and win deals with Salesforce CPQ. A CPQ solution built for the world's #1 CRM platform, Salesforce CPQ gives companies the tools they need to take control of the sales process--from quote to cash. Salesforce CPQ is offered in three editions, including full Quote-to-Cash that supports billing and collection.
    Starting Price: $75.00/month/user
  • 39
    Sculptor CPQ

    Sculptor CPQ

    Twistellar

    Create dynamic product bundles and specify internal rules and dependencies to prevent errors in configuring complex products compose quotes with products and configurable product bundles to make the best offers. Configure pricing rules and discount schedules to automate condition-based pricing apply special terms and get approvals to provide individual terms for your customers. Generate quotes PDFs using configurable branded templates, negotiate on terms, sign off deals automate recurrent quotes, and timely manage subscriptions. Visibility of all pricing and configuration rules applied. You'll be able to see how exactly was this price calculated at last! Automatic configuration capabilities for bundles and quotes. Configure conditional adding/removing products on the quote level, not just bundle.
    Starting Price: Free
  • 40
    Powered Now

    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
  • 41
    PSQuote

    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.
  • 42
    Telarus QuoteVue
    Gain real-time visibility into the status and details of all your quotes and quickly sort them by the elements most important to you, opportunity, current status, customer, and line-item information. Manual quote tracking is tedious. With Telarus QuoteVue, you can quickly identify the right support resources to address questions, changes, or issues that may arise. Telarus QuoteVue ensures visibility and accountability of your quote monitoring so you can gain peace of mind. Having clear visibility helps to streamline operations, promotes collaboration, ensures compliance, and provides valuable insights into your sales process, ultimately contributing to increased sales and improved customer satisfaction. Real-time updates keep your business flexible and able to deliver excellent customer service, collaborate effectively, minimize errors, and, ultimately, make more informed decisions to drive business success.
  • 43
    Quote Roller
    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.
  • 44
    BoltWise

    BoltWise

    BoltWise

    BoltWise is an AI-powered quoting and workflow automation platform built specifically for industrial distributors and fastener sellers to streamline the most time-intensive aspects of sales, sourcing, and catalog management. It accelerates quoting by return­ing quotes faster with intelligent part matching that understands messy RFQs, typos, and abbreviations, and maps customer and supplier part numbers to your own, eliminating tedious searches and manual lookup. BoltWise refines catalogs by turning inconsistent part descriptions into searchable attributes and uncovering duplicates so teams spend less time memorizing part numbers. It automates repetitive tasks like ingesting customer POs and generating purchase orders, freeing staff to focus on customer service and strategic work. It also includes a supplier library to quickly identify vendors for hard-to-find parts, and quoting analytics that reveal trends in parts, customer wins, productivity, and operational blind spots.
  • 45
    LeadDuo ServiceHub

    LeadDuo ServiceHub

    Three Core AI LLC

    LeadDuo ServiceHub is an AI-powered field service management platform that helps service businesses turn leads into scheduled jobs and paid invoices—without spreadsheets or missed follow-ups. Capture requests from your website, send quotes, let customers book online, schedule and assign technicians, track job status, and generate invoices with online payments. Automated reminders and follow-ups reduce no-shows, speed up approvals, and keep customers informed. ServiceHub also includes a built-in pricing engine to calculate accurate estimates based on your services, options, and rules—so teams can quote consistently and protect margins. Designed for real workflows: lead → quote → booking → scheduling → job tracking → invoicing → payments, with centralized customer history and team visibility.
    Starting Price: $49
  • 46
    AdminBase

    AdminBase

    AdminBase

    AdminBase is a business management and CRM suite tailored specifically for home improvement, double glazing, construction, and installation businesses, designed to replace paper processes and scattered systems with a centralized, web-based platform that manages the entire customer lifecycle from initial enquiry through order processing, installation, service, and beyond. It consolidates lead management, digital diaries for appointments and reminders, quoting and contract tools, order tracking, finance and invoicing, automated SMS/email communications, and reporting dashboards so teams can operate more efficiently and keep customers informed at every stage of a project. AdminBase’s customizable workflows, task boards, and real-time performance monitoring help businesses reduce administrative burden, eliminate duplication and human error, and gain clearer visibility into sales, installation, and service operations.
    Starting Price: $147.47 per month
  • 47
    Provus

    Provus

    Provus

    Take control in today’s service-driven economy and transform the way you sell services with our AI-led guided selling. The way you estimate, price, and quote will never be the same again. Powerful AI-led and data-driven features reinvent how services are estimated, priced, and quoted. By removing the traditional inefficiencies of creating and managing services quotes — from simple services to complex, recurring agreements — the Provus services quoting cloud helps achieve revenue maximization and margin optimization. Say goodbye to revenue leakage with our unique AI-guided selling approach that’s easy to use and extremely effective. Provus’ AI engine provides scenarios, win/loss probability, and risk analysis by carefully analyzing historical data. Services quoting is a complex process. With a delicate balance between gross margin, resource mix and locations, and other levers it is easy to lose sight of risks.
  • 48
    ISQuote

    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.
  • 49
    QuoteBee.io

    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.
  • 50
    Kugamon

    Kugamon

    Kugamon

    Control revenue performance with truly accurate pipeline forecasts. See critical deal flow easily configured for your business, because your data comes right from Salesforce. Assemble the most complex quotes and orders with just 1-click including, discounts, add-ons, specials, etc., no matter how many parts you include. Gain real-time visibility into your entire revenue cycle - from initial sales engagement, quoting, billing, renewal, inventory, and shipping! Only Kugamon delivers the complete picture of every customer engagement. 100% Lightning interface makes adoption easy. Blazing performance eliminates wait-times for quotes, orders, and invoices, while reducing keying errors. Increase overall rep productivity - keep your customers happy. Built with App Empathy Kugamon help those new to Salesforce become experts in Closing. Revenue attainment becomes easier with every new hire.