Alternatives to Steve the Clerk
Compare Steve the Clerk alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Steve the Clerk in 2026. Compare features, ratings, user reviews, pricing, and more from Steve the Clerk competitors and alternatives in order to make an informed decision for your business.
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1
PandaDoc
PandaDoc
PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are: - Proposals - Quotes - Contracts - eSignatures - Forms. PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.Starting Price: Free -
2
Zoey
Zoey
Zoey helps B2B and wholesale businesses take orders online anytime, anywhere, with any device. Leverage a mobile app to capture orders, create sales quotes and look up product/pricing information on the go. Offer a self-service portal for your buyers to place orders on the web. Our seller feature set includes quote generation, customer groups, access restrictions, quick order capabilities, multi-theme support, mobile app and more. Our self-service buyer tools include reordering, order status and account maintenance. Zoey consists of three components: Zoey Web offers a self-service ordering option for your buyers, either as a public website or an internal order portal. Zoey App allows salespeople to sell remotely or in person. And Zoey Admin provides a web-based back-end to create and manage products, orders, customers and more. -
3
eRep
Revalize
eRep CPQ (configure price quote) software empowers manufacturers and distributors that need to simplify their complex quote-to-order processes with a modern cloud platform. eRep enables sales teams to accurately quote faster and sell smarter while accelerating growth with faster sales rep onboarding, enhanced business intelligence, and improved customer experience. eRep functions as an independent bridge between your CRM and ERP while remaining platform agnostic - meaning you don't have to use a specific CRM or ERP to take advantage of eRep's CPQ capabilities. From guided selling to multi-channel sales management, eRep can help you onboard new reps faster, follow up on sales activities, and give managers meaningful insights into your sales pipeline - even from independent reps! eRep goes beyond traditional CPQ by incorporating selection software and quote-specific product document generation - including technical drawings - making it an ideal choice for manufacturers!Starting Price: $75/user/month -
4
Steve
Trissino
Steve is an AI-powered competitive intelligence platform designed to transform how B2B teams gather, analyze, and act on market insights. It automates the creation and real-time updating of battle cards, ensuring sales teams have the most current information at their fingertips. By aggregating competitor news and linking to first-hand data, Steve minimizes misinformation and provides actionable insights with minimal hallucination. It also builds a centralized knowledge base, facilitating efficient information sharing across teams. With seamless integrations into popular tools, Steve ensures that competitive intelligence is not only comprehensive but also easily accessible, enabling sales teams to refine their positioning and win more deals. -
5
Steve AI
Animaker
Steve.AI is an AI (Artificial Intelligence)-powered video generation platform that enables brands and businesses to create engaging videos for social media, advertising, storytelling, and more. Our technology helps to create captivating videos from prompts in a matter of minutes. Generate high-quality AI videos with better prompts, faster rendering, and direct YouTube integration which helps to automate your YouTube Channel. Our mission is to enable anybody to create high-quality videos with minimal effort, time, and cost. This is a fully automated solution that takes care of scripting, editing, and publishing for you to focus on being creative. Say bye bye to endless editing and waiting to be able to finish one video. You do not need prior video editing skills to produce a video. With Steve AI, anyone can easily create stunning Animation, Generative AI Video and Live Action videos with the help of AI. All you need is a script and the revolutionary AI generates engaging videosStarting Price: $29/month -
6
Salesninja
Salesninja
Thats where we come in. Let your salespeople sell from anywhere even if there is no internet. Salesninja gives your salespeople all of the tools they need to close a sales faster. And with Salesninja your company can control what products are available in each region, how those products can be configured, control pricing and calculate your profits for each order. A fully web-accessible administration portal is included for Purchase Order management, sales insights, individual product, user and dealer management and accessory controls. Our custom margin calculator is included with Salesninja and allows for real-time insight into the profits generated for sale. Quick Quote features allow for pre-configured templates of standard orders for rapid purchase decisions by your clients and to leverage over stock directly into the sales channel. -
7
playtesting.games
playtesting.games
playtesting.games is a platform designed to facilitate feedback-driven development for mobile game studios. It offers services that enable developers to test early and often, allowing them to learn from "churned" users, try out tutorial concepts, run tests on different games, and decide what to continue working on. It supports testing different difficulty levels of AI with ease, helping developers find what increases their KPIs the most. Users can choose to work with playtesting.games' tester community or bring their own community for playtesting. Additionally, It collaborates with Steve Bromley, a renowned games user researcher, to provide unbiased, world-class quality playtesting and reliable results for important game design decisions. Customers have praised the platform for its affordability and the valuable insights gained from screen and audio recordings during game sessions. -
8
TallyHo
Front&Back
TallyHo was made for freelancers, contractors, and sole traders - not teams. It includes everything needed to track time, see what’s ready to invoice, generate timesheets, and gain insights that make independent work more profitable. Designed and developed by Steve Leggat at Front&Back, TallyHo is the result of over 25 years of freelance experience. After trying countless trackers, spreadsheets, and apps that were too complicated, slow, buggy, or expensive, he created the simple, polished tool he always wanted. The app fills the crucial gap between finishing work and sending invoices, organizing tracked time so that generating timesheets is quick and hassle-free. Freelancers can copy-paste clean data into tools like Hnry, integrate with thousands of apps via Zapier, or simply keep tidy records for their own processes. -
9
FOSSA
FOSSA
Scalable, end-to-end management for third-party code, license compliance, and Open Source has become the critical supplier for modern software companies, changing everything about how people think about their code. FOSSA builds the infrastructure for modern teams to be successful with open source. FOSSA's flagship product helps teams track the open source used in their code and automate license scanning and compliance. Since then, over 7,000 open source projects (Kubernetes, Webpack, Terraform, ESLint) and companies ( Uber, Ford, Zendesk, Motorola) rely on FOSSA's tools to ship software. If you are in the software industry today, you're now using code that runs FOSSA. FOSSA is a venture-funded company backed by Cosanoa Ventures, Bain Capital Ventures, etc. with affiliate angels including Marc Benioff (Salesforce), Steve Chen (YouTube), Amr Awadallah (Cloudera), Jaan Tallin (Skype), and Justin Mateen (Tinder).Starting Price: $230 per month -
10
FireShed
FireShed
FREE Fire Brigade station management software that is now being successfully used by a number of Brigades across Australia, New Zealand, Europe and the USA. It now includes a response management system - check it out in the demo. FireShed software is an ongoing work in progress and has been since 2003. It has been written by Steve Davis primarily for the Mudgeeraba Rural Fire Brigade, Gold Coast, Australia. Rural Fires Bulletin - August 2007 It is secure and password protected and you will access it at something like YourBrigade.FireShed.com. This is 100% free. When you try the demo, you are using the cloud version of FireShed. The application code is shared by all hosted brigades but each has its own database to keep info private and secure. Feel free to have a play with with the demo version including changing data. The demo database will be reset regularly so any changes you make will eventually be lost. -
11
Merkato
Quootz
Merkato is very easy to use. The software is packed with smart user-centric features and functions. The user interface is sleek and adapts interactively. The user only sees what he needs at that moment. Partly because of this, the implementation times are surprisingly short. Making changes is no problem at all. Using Drag&Drop, Cut&Paste and other tools such as pasting directly from Excel, changes and improvements are simply quick and fun to implement. Your salespeople, agents and dealers have immediate access to the result. They can immediately get started anywhere in the world and in any desired language, quickly and error-free generate and distribute quotations and other product-related documents. -
12
TurboQuote
TurboDocx
TurboQuote is a Configure, Price, Quote (CPQ) solution built into the TurboDocx platform that enables sales teams to create accurate, professional quotes quickly by combining product configuration, pricing management, and document generation in a single workflow. It allows users to manage product catalogs with configurable options, bundles, and dependency rules, ensuring that only valid product combinations are selected during the quoting process. It includes price books that support multiple pricing structures based on customer segments, regions, or sales channels, automatically applying the correct pricing to each quote to eliminate manual calculations and reduce errors. Once configured, quotes can be instantly generated as branded PDF documents, maintaining consistency and professionalism across all sales materials. TurboQuote also streamlines the entire quote-to-proposal process by integrating directly with document automation and e-signature tools within TurboDocx.Starting Price: $10 per month -
13
Workday Services CPQ
Workday
Ditch the spreadsheets. If it’s a service or subscription, Workday Services CPQ is designed to quote it. From guided selling to solution catalogs, price modeling, and more, Workday Services CPQ is designed for service and subscription quoting. Quote services separately or combine them on one quote, and do it 10x faster. Automatically create accurate proposals, SOWs, orders, or any quote-related document. Workday Services CPQ dynamically builds document content as you build your quote. Route quote approvals based on financial or non-financial metrics, like risk, product, practice, region, and more. Workday Services CPQ bi-directionally connects with CRM, PSA, and ERP software. We offer integration packages for CRM and Workday. And our development team can build new integrations as needed. Workday Services CPQ's innovative features transcend traditional quoting and raise the bar for user experience, empowering businesses to work smarter, not harder. -
14
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. -
15
Technicon CPQ
Technicon
Build top-quality, custom quotes in a short time with Technicon CPQ, a CPQ platform by Tacton and Technicon. Technicon CPQ enables sales staff to quickly turnaround accurate quotes, proposals and bid packages. Technicon CPQ allows users to generate their own quotes without any delay, allowing sales staff to focus on other opportunities. Technicon CPQ features multiple languages and currencies, web-based, online and offline capabilities, mobile compatibility, analytics and more.Starting Price: $20000.00/one-time -
16
TrucksOnTheMap
TrucksOnTheMap
TrucksOnTheMap is a modern cloud-based freight management platform that adds the critical dimension of TIME to road logistics. Designed for shippers, freight clerks, and carriers, it brings together three powerful capabilities — freight capacity management, real-time transportation visibility, and time slot scheduling — into a single, seamlessly integrated solution. At the heart of the platform is a Truck Forecasting Map, which acts as a "time machine" for logistics teams. Freight clerks can visualize current and future truck availability across their approved carrier network, request quotes directly from trucks near the loading address, and book truckload shipments digitally — all without phone calls or Excel spreadsheets. TrucksOnTheMap is built to solve the biggest pain points in road freight: empty miles, missed time slots, supply chain disruptions, and lack of real-time visibility. -
17
Smart Clerk
Smart Clerk
Smart Clerk is an AI-powered tool designed to transform financial documents into bookkeeper-ready reports, streamlining financial management for small and medium-sized businesses. By processing bank and credit card statements, Smart Clerk automates data extraction, categorizes transactions, and generates comprehensive financial reports, eliminating the need for manual data entry. Users can upload statements directly to the platform, where the AI swiftly handles various formats from any financial institution. The tool offers customizable transaction categorization tailored to specific business needs, and for those uncertain about category selection, the AI provides recommendations based on business descriptions. Additionally, Smart Clerk enhances vendor management by automatically matching vendor names, even when abbreviated, allowing users to view balances, invoices, and transactions in a centralized location.Starting Price: $29 per month -
18
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. -
19
Hive CPQ
HiveCPQ
Time management is today’s biggest issue. Hive CPQ is here to solve it. Our Configure Price Quote (CPQ) solution enables your customers to configure complex products, to get customized quotes within a few seconds, and to order both products and spare parts directly to production. With our product configurator, your sales and back office teams can get a transparent overview of these actions during the whole process, and their time is saved for more important tasks such as customer relationships. Spend less time quoting and more time selling! -
20
Mercura
Mercura
Mercura delivers an AI-powered configure-price-quote (CPQ) platform designed for complex manufacturing, enabling companies to sell smarter and faster by automating critical sales workflows. It offers a robust configuration engine, dynamic product modeling, advanced pricing calculations, and photorealistic 2D/3D product visualizations, including augmented reality, creating compelling, interactive customer experiences. The solution also supports automated quote and document generation, seamless integration with existing CRMs and ERPs, and advanced analytics to monitor demand, configuration usage, and regional preferences. Mercura helps manufacturers reduce quote-to-order errors, accelerate sales cycles, increase conversion rates, raise average sales prices, and significantly lower product returns (e.g., by up to 80%), all while scaling operational efficiency. Its modular add-ons, such as ESG insights and real-time sales analytics, further enhance decision-making. -
21
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. -
22
PowerManager Plus
NMPP Energy
In this mobile digital era, you may want to consider offering this option to your retail customers as more customers are expecting this level of customer service. PowerManager® is a powerful software package that allows users to handle a diverse range of tasks, including payroll, inventory, billing, accounts receivable, general ledger, accounts payable, budget projection and many more functions. The ultimate time-saver – EasyClerk® produces bills for water, sewer, refuse and contracted services. Whittle down a week of billing work to just one day with EasyClerk®. The program customizes bills, courtesy notices and meter sheets. It can print bills in route book order or any combination of alphabetical, zip code, mailing pull codes or carrier route. Service Order tracks and manages service orders electronically, resulting in improved efficiency with fewer tasks slipping through the cracks and more satisfied customers. -
23
BestCPQ
BestCPQ
BestCPQ software is a solution for Salesforce users that helps companies produce highly configured quotes based on complex product, pricing and business rules so that sales has everything they need at their fingertips to close bigger deals faster. It is built for organizations with complex products, services and channels that need to get more out of their Salesforce CRM. The best part is that BestCPQ syncs with your ERP. It makes information from your ERP accessible to the right people in sales. That’s powerful. It also means that closed and won orders can drive the ERP process flow. No more dual entry. BestCPQ is powered by commercial SYNC to achieve front office and back-office integration. With BestCPQ, sales reps and partners have a complex product, pricing and business rules available to them in real-time to be able to quickly and accurately configure price and quote a deal. It eliminates errors and helps reps and partners to achieve stronger business outcomes.Starting Price: $7,800 per year -
24
Talewind
Talewind
Talewind is a service-enabled proposal software platform that transforms complex sales document workflows into efficient, repeatable processes tailored to your business needs using hands-on configuration and ongoing support. It automates document generation so teams can create proposals, statements of work, and contracts in minutes instead of hours by answering a few guided questions, eliminating manual formatting and reducing errors. Talewind centralizes content in a searchable knowledgebase to simplify RFP/RFI responses, maintain brand consistency, and ensure accuracy while enabling dynamic pricing and configure-price-quote (CPQ) capabilities for scalable, rules-based quotes and orders. Talewind also provides a digital sales room to showcase content in a branded, one-stop buyer experience with engagement tracking and analytics, plus integrated eSignature and approval workflows to accelerate deal closure. -
25
Clerk
Clerk
Clerk is the user management and authentication platform built for developers. It provides complete solutions for sign-up, sign-in, user profiles, account switching, and multi-tenancy. Clerk integrates seamlessly with frameworks like Next.js, React, Vue, and Nuxt, offering secure APIs, prebuilt UI components, and powerful features like OAuth, SSO, and role management. With Clerk, you can skip building auth from scratch and ship production-ready authentication faster, while maintaining security, scalability, and a great user experience.Starting Price: $0 per month -
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
Diamond Relations CRM
Diamond Relations CRM
For jewelers seeking a simple, user-friendly CRM solution that can be accessed on-the-go, Diamond Relations empowers salespeople to focus on selling, not spending time learning and navigating a complicated CRM. With Diamond Relations, jewelry retailers can easily track sales, manage opportunities, and nurture relationships with their customers. Diamond Relations CRM is a must-have for both single stores and multi-store chains. Opportunity management allows your salespeople to close more deals by recording sales-related interactions, sharing customer information, and tracking the salespeople’s progress. Diamond Relations captures all customer information into a single system and shares it across the entire company. An opportunity provides information such as sales stage, dollar amount, probability of closing, and all other pertinent information. This information also appears on the salespeople’s homepage dashboards, providing an up-to-date view every time they access their page.Starting Price: $65 per month -
28
Hyperline
Hyperline
Hyperline is a unified revenue management platform built to simplify the entire quote-to-cash cycle for modern businesses by bringing CPQ (configure-price-quote), automated billing, subscription and usage-based pricing, invoicing, payment collection, and real-time reporting into one system that scales with complex pricing models and diverse customer needs. It lets sales teams generate accurate, branded quotes, approvals, and contracts quickly, directly integrated with your CRM, while finance teams automate invoicing, reconcile revenue, and gain visibility into key metrics like ARR and cash flow without manual work or spreadsheets. The flexible pricing engine supports flat fees, seat-based charges, usage-based billing, hybrid models, custom terms, and subscription phases so teams can tailor offerings to customers without engineering help, and it connects with major payment providers, CRMs, ERPs, and analytics tools to keep all revenue data synchronized.Starting Price: $199 per month -
29
Infor CPQ
Infor
Improve the visual buying experience for your customers. Provide your customers with a visual selection experience during their research and engagement. Sales channels will gain a competitive advantage and accelerated path to conversion. And you’ll be able to sell products quicker by eliminating costly errors and duplication of effort, while speeding up the sales cycle. Drive interest generation through fulfillment with a single solution across the enterprise. Grow the number of opportunities and generate more quotes through an intuitive and efficient quoting solution. Meet customer requirements with shortened quote-to-delivery times. Improve win rates with less dependency on internal staff. Automatically create accurate proposals and downstream fulfillment information. Accelerate new product introduction by adapting quicker to market demands. -
30
MoonClerk
MoonClerk
MoonClerk is an easy-to-use recurring payment system for professionals, businesses, and organizations of all types and sizes. With MoonClerk, anyone can accept recurring and one-time payments immediately--no coding required. The app lets users embed checkout forms from anywhere and have payments sent directly to their bank accounts.Starting Price: $15.00/month -
31
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 -
32
Oracle CPQ
Oracle
Oracle Configure, Price, Quote (CPQ) guides customers through a step-by-step process of entering a correctly configured and fully detailed purchase order. Once a correctly configured order is entered, the CPQ solution responds with a price quote including all the proper discounts, terms, and conditions for this specific customer. If the customer accepts the quote, it then becomes an order. The solution improves order accuracy, shortens sales cycles, and lowers operational costs. It is the only configure, price, quote solution available today that is designed to connect the front- and back-office. -
33
VARstreet CRM
VARStreet Inc
VARStreet CRM helps you keep track of all the quotes that went out of your company. Your salespeople can work on opportunities, add notes, and activities, create To Do’s run follow-ups, etc. This provides them tremendous control over the entire process. They will be able to get better insights into the quotations and orders. Also shopping carts that were abandoned can be followed up better because of increased analytics in the CRM. A complete overview helps them do their job better which in turns helps in an increase in sales. VARStreet CRM is an extension of our quoting and eCommerce modules. All the quotations create Opportunities in the CRM for salespeople. Similarly, all the abandoned carts are also available in the CRM for follow-ups and further actions -
34
Conga CPQ
Conga
Configure smart, accurate deals faster. Empower your sellers to quote accurately and spend less time selling, no matter how complex your business becomes. With Conga CPQ, sellers are more efficient, ultimately closing bigger deals at a higher win rate. Configure complex products and services, deliver accurate quotes, and create smarter deals with the most up-to-date product and pricing information. Your customers will appreciate the smooth, error-free process. 82% of B2B decision-makers think sales reps are unprepared. Conga CPQ helps scale the actions of your best sales reps across the entire sales organization through guided selling, pricing guidance, and margin protection. -
35
Touch & Sell
Touch & Sell
Make sure that your teams have all the information they need, whether as regards training, coaching or content. Adjust your sales strategy and procedures thanks to greater visibility on each interaction. Concentrate on human relationships in order to create value and grow your company. Enable your salespeople to provide an incredible experience during appointments. Reduce the sales cycle by interacting with your prospects at the right moment. Develop their skills in line with individual knowledge and shortcomings. Motivate and engage your teams and obtain optimal results. Speed up new salespeople’s integration. Reduce the time between recruitment and first sale. Provide your marketing teams with the right vision of their work. Give salespeople the means to develop their capacities with the right content. Align your marketing and sales teams via notifications in real time. -
36
BlueClerk
BlueClerk
Field service software solutions, better relationships with customers. The first SaaS platform that is IoT centered. Connect units to the cloud and see in real-time how efficient contractors and employees are. BlueClerk allows businesses to log work, track inventory, and much more. Tap the phone to the tag to get access to the machine and update work performed. BlueClerk software is a CRM and work management solution for businesses that have workers in the field. Our BlueTags can be programmed through the mobile app, with no technical experience required. BlueTags are scanned by users to record work and view past history. Viewing history not only saves time, but also creates a safer environment for technicians. The origins of BlueClerk started with the founder, Chris Norton and his fitness equipment company. Chris developed the software for his technicians to scan and record work and changes with customers exercise machines.Starting Price: $30 per user per month -
37
Zoho Finance Plus
Zoho
A unified platform for all your back office needs. From invoicing to order management to accounting, Zoho Finance Plus has all the tools you need to streamline all of your back office operations. Create professional invoices, send automatic payment reminders, and accept online payments with Zoho Invoice. All Zoho Finance apps are built from the ground up to work together seamlessly. Information entered in one app will be reflected in the rest, which means your data is up to date at all times. When salespeople generate quotes and orders in one application, they are immediately available in the others for appropriate teams to promptly fulfill the order, invoice the customer, and collect payments. With the world moving toward a subscription business model, the Zoho Finance Suite equips you with a solid recurring billing solution while bridging the gap with traditional accounting. Zoho Expense automates your reimbursement approval flow.Starting Price: $149 per month -
38
Csmart CPQ
Covalense Digital Solutions
Csmart CPQ is a cloud-native, AI-enhanced configure‑price‑quote solution built for telecoms and complex enterprises. It empowers sales teams, partners, and customers to configure intricate products, apply dynamic pricing and discounts, and generate accurate, professional quotes in minutes. With intuitive UI, real‑time margin control, low-code workflows, and seamless CRM/BSS integration, it ensures error-free configurations, accelerates sales cycles, and boosts quoting efficiency. Key benefits include guided product bundling, approval workflows, contract-ready quote generation, and AI-based recommendations—all designed to enhance accuracy, compliance, and conversion rates. Whether quoting connectivity plans, bundled services, or multi-region offerings, Csmart CPQ transforms complex quoting into a fast, reliable, revenue-driving experience. -
39
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 -
40
Verenia CPQ
Verenia
Verenia CPQ increases sales and reduces costs for manufacturers, Verenia CPQ enables sales and engineering to quickly and accurately create quotes and orders of complex products while automatically applying all necessary product, pricing, and business rules, including dynamic, on-the-fly creation of Bills Of Material and/or Routings.Starting Price: $89.00/month -
41
FPX
Revalize
Revalize delivers sector-specific software solutions that drive growth through elevated digital experiences for manufacturing companies, their channels, and their customers. For decades, manufacturers and distributors selling pumps, motors, compressors, blowers, valves, actuators, and other types of mechanical equipment have turned to the FPX Intelliquip Selling Cloud and our purpose-built Selector and Configure-Price-Quote (SCPQ) solutions to quickly and profitably select, configure, quote and sell their complex, engineered products across their sales and distribution channels. Collaborative selling allows you to quickly deliver a complete and accurate quote package through an automated, permission-based approval process. Backed by more than three decades of domain expertise, our Industry Vertical Solutions support the world's best brands. -
42
Bit2win
Bit2win
Bit2win CPQ empowers sales, partners and customers to configure complex products/services, deliver accurate quotes and create smarter deals with most updated product and pricing information. Bit2win, designed for enterprises going digital and sale processes & quoting automation, enables sale of tangible goods and subscriptions, recurring and use-based pricing, bundles and amendments to existing service contracts providing among the best out-of-the-box pricing functionality on the market. A real complete sales cloud suite that covers the entire multichannel sales cycle processes, from price configuration to go-to-market strategy. Bit2Win suite is the innovative omni-channels solution to optimize business processes, identify and manage sales opportunity, configure right product at right price in real-time, simplify and shorten sales cycle, increase efficiency and reduce errors, speed time-to-market and bring differentiation, assure customer engagement and loyalty.Starting Price: $50 per user per month -
43
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 -
44
CPQLite
Solunus Technologies
CPQLite is a streamlined Configure, Price, Quote (CPQ) solution integrated within Salesforce, designed to enhance the sales process for companies with complex product offerings. Its key functionality includes: Product Configuration: Sales teams can efficiently customize products or services based on customer needs, ensuring all selections meet predefined business rules and technical constraints. Accurate Pricing: CPQLite automates the application of pricing rules, discount approvals, and volume-based pricing, ensuring consistency and profitability. Quote Generation: It enables the rapid creation of error-free quotes that can be easily shared with clients in customizable templates. Salesforce Integration: CPQLite seamlessly integrates with Salesforce objects like Opportunities, Accounts, and Products, making data management intuitive. Guided Selling: By using smart recommendations, CPQLite helps sales reps choose the best product configurations and pricing options.Starting Price: $25 USD/user/month -
45
OnCallClerk
OnCallClerk
OnCallClerk is an AI receptionist platform that helps businesses answer calls automatically using intelligent voice agents. Designed for small businesses, startups, and call centers, it allows you to set up a fully functional AI phone answering service in minutes without any coding. With OnCallClerk, you can instantly provision a phone number, handle inbound calls 24/7, qualify leads, answer common questions, and route calls when needed. The platform includes a no-code builder to customise your AI receptionist’s behaviour, tone, and responses. Unlike traditional virtual receptionist services or complex AI tools, OnCallClerk focuses on simplicity and speed, making it easy to deploy an AI call answering system without technical setup or integrations.Starting Price: $29/month -
46
Quickly deliver promotions, offers, and products with CSG Configure, Price, Quote (CPQ). Design new products and promotions using product definition, pricing, billing, provisioning and more. Guided sales wizards walk agents through the order process for increased order accuracy. CSG Configure, Price, Quote (CPQ) controls all of the data, rules and processes associated with products, services and bundles—from initial pricing and packaging to provisioning, billing and physical inventory. Reduce the time and resources required to manage product and price changes, saving you money and getting you to market faster. Design new products and promotions based on customer demand, sales channels, timing and more. Billing Configuration Edition makes it easy to edit product portfolios so you can quickly launch and iterate on offers, reducing time to market. Product Configurator is built into ACSR, displaying the information agents need to create customer offers.
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47
Powertrak
Axonom
Powertrak CPQ Software Suite by Axonom is a cloud-based and mobile-friendly platform that enhaces and streamlines the sales quoting, ordering, pricing, and product configuration processes. With Powertrak, sales teams and channel partners are more empowered to turn leads into conversions faster by making accurate product and pricing information more accessible. Powertrak offers seamless integrations with leading business tools, such as, Microsoft Dynamics 365, Salesforce, Oracle, NetSuite, and Macola Software.Starting Price: $500.00 per month -
48
CX CPQ
MobileForce Software
Imagine the impact on revenues if you gave your customer-facing personnel faster, smarter and integrated configuration, pricing and quoting app to get contracts done in real-time. CPQ provides comprehensive product and service configuration, pricing, quoting, contract generation and approval management capabilities that seamlessly integrates with your backoffice systems such as CRMs, ERPs and Customer Support. Easily create customized quotes and proposals for each sales instance. Intelligent wizard instantly auto-populates quotes based on customer or project similarity including discounts and promotions. -
49
Qotbild
Solenoid Augment Technologies
A cloud based CPQ software that simplifies the process of quoting based on complex product families, pricing and dimensions. It is designed to provide powerful support to sales teams to quote for custom products with complex bill of materials, price bands and dimensions that need calculations. It goes above and beyond a traditional ERP and CRM, allowing businesses to save hours of time by simplifying the quotation process and facilitating sales acceleration. Solenoid’s Qotbild is an ingenious CPQ software that helps SMEs reduce their time to sell by reducing time to quote, time to order and time to build. It is designed to provide powerful support to sales teams above and beyond a traditional ERP and CRM, allowing businesses to save hours of time by simplifying the quotation process and facilitating sales acceleration. A platform specifically design for the omni-channel sales team, the Qotbild™ App will change the way your sales function works forever! -
50
ByPath
ByPath
ByPath is the B2B Sales Intelligence solution based on the exploitation of Big Data. Receive daily business alerts and key information to target your prospecting effort and map your current business. Available on the web and as a mobile application, ByPath is the solution designed by salespeople for salespeople that allows you to improve your performance at each step of the sales cycle. ByPath automatically replicates corporate organization charts, creating familiarity with the targeted accounts, identifying the influential contacts and key decision-makers and therefore establishing the best points of contact. ByPath delivers key information about contacts, including their career record, business email and phone number, as well as the most promising lead opportunities, quoted press articles and direct links to their social network accounts.
