Best CPQ Software for Freelancers

ConnectWise CPQ (formerly ConnectWise Sell) automates the process of obtaining professional quotes and proposals for IT solution providers. ConnectWise CPQ offers many tools that enable IT solution providers to save time and offer more value. Top features include professional proposal or quote templates, product catalog and sourcing, workflow automation, sales reports, and integrations to best-in-breed software like Cisco, Dell and HP. Building detailed sales quotes is time consuming, potentially costing your sales team hundreds of hours per week. ConnectWise CPQ™ (formerly ConnectWise Sell) brings order building complex quotes and proposals through custom templates, automated sourcing, and seamless PSA integration.

Configure One Cloud allows you to control and precision. We are designed for manufacturing complexity and help businesses streamline their entire sales process, from quote to cash. With industry-leading customizations and seamless ERP/CRM Integration capabilities that adapt to operational needs, you can unlock growth and efficiency.

EASA enableds a unique method of deploying Excel spreadsheets as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers as well as subscription based applications (SaaS). Unlike competing solutions, sophisticated spreadsheets with VBA, macros and add-ins can be deployed with EASA, and logic and formulas are never converted but simply reused. In addition, EASA enables additional functionality above and beyond most spreadsheets, including (true) database functionality, integration and workflow management. Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote),insurance raters, financial analytics and reporting, engineering calculations, and many more. Before committing to lengthy and risky development projects, or transferring all your Excel logic into commercial solution, have a look at EASA. Customers include companies such as AIG, Voya, HP and Caterpillar and is well worth exploring further.

Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget. Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.

OneBill is an integrated subscription management, billing and revenue management platform that powers customer lead-to-revenue generation. OneBill supports all types billing models, including subscription billing, usage-based billing, one-time billing, and subscription billing. Open APIs make OneBill easy to integrate with other enterprise systems, such as payment gateways, carriers & service providers and accounting & admin. The platform covers all aspects a business, including CPQ, automated order activation, billing & Invoicing, billing & invoicing, revenue reporting, customer subscription management and channel partner commission management. OneBill is a revenue management and billing solution that integrates with the most trusted solutions in the world. It has helped SMBs, SMEs and large enterprises reduce billing errors, compliance risks, and drive greater efficiency.

BlueSnap's All in-One Accounts Receivable Automation solution is the best rated software solution for payment processing, billing/invoicing, recurring billing, and subscription management. Billing and Invoicing: Create stunning invoices using our powerful invoice editor, which is integrated into your accounting system. You can create a customer portal and allow automatic charging, payment collection, late fees, and payment collection. BlueSnap offers subscription management and recurring billing for fast-growing companies worldwide. You can enable trial periods, manage subscriptions, and prorate subscriptions. Payment Processing: BlueSnap can integrate with all types of payment solutions, including credit card payments, ACH and SEPA, as well as wires. We can handle partial payments, automatic failed payments retry, or automatic payment recovery.

To avoid errors when configuring complex products, create dynamic product bundles. To automate condition-based pricing, you can set up pricing rules and discount schedules. You can also apply special terms to your customers and get their approvals. Create PDF quotes using configurable templates. Sign off deals, negotiate terms, and automate recurring quotes. All pricing and configuration rules are visible. This will allow you to see exactly how the price was calculated. Automatic configuration of bundles and quotes. You can configure conditional adding/removing products at the quote level, and not just for bundles.

DealHub's award winning CPQ, CLM & remote Selling platform allows sales teams to have a personal dialogue with prospects all the way through their buying journey. DealHub users can benefit from real-time buyer intentions and sales insights throughout the entire sales process. This allows them to have faster time-to revenue and differentiate themselves from their competitors. The DealHub Platform offers: Guided Selling Playbooks Configure-Price-Quote (CPQ) Subscription Management Customer Contract Lifecycle Management (CLM). Digital DealRooms Dynamic Content Generation Real-time Buyer Intent and Insights E-signature DealHub is natively available within the CRM (Microsoft Dynamics Salesforce and Freshsales).

Use QuoteWerks, the sales quoting and proposal software solution, in your CPQ and Quote-To-Cash sales process. 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.

Zakeke is a cloud based, cross platform solution that empowers eCommerce businesses with live product customization, advanced 3D visualization, immersive Augmented Reality and Virtual Try-On.

At Workbooks, we’re with you every step of the way, with CRM software and services from a single supplier. When you invest in Workbooks, we invest in you by co-funding your CRM project throughout your journey. We call our approach Shared Success – your success is our success. The aim of Shared Success is to reduce the risk of your CRM project failing and to reduce the cost of implementation. Here's how it works: 1. We help you understand what you need to achieve your business goals with a co-funded workshop before you invest in software 2. When you invest in Workbooks, we co-fund your implementation to give you a made-to-measure CRM for an off-the-shelf price 3. And with a co-funded customer success programme, you can future-proof your business processes with a CRM that grows with you That’s why, on average, our customers stay with us for 10 years and more than 1000 businesses around the world already trust Workbooks to help them work better, work together, and work in the right way.

It is difficult and time-consuming to find the right answer for a dollar estimate. Automate it from your website link with Patented Self-Help CPQcart You can also receive automated quotes from the marketplace 87% of buyers would like to self-serve a portion or all of their buying process! ! CPQcart does that. You can achieve a ROI of 4 to 1000 for every $1 you spend How many hours are you spending on the phone getting Option Answers to get a Quote? You can automate this process in three simple steps with our Patented Self Help Pre-Defined Formula for your industry. After you Sign Up we create your live site at CPQcart.co\YourPhone# & you modify the math per your pricing rules. Automated quoting can help you save time. There is nothing to install. Simply add an additional link to your site called "INSTANT QOTE" to gain access to our site. You will only need to adjust the math to match your pricing rules. Express is similar to all quote requests, so sign up for Express only.

Expedite Commerce is a cloud-based Agile Revenue Platform that provides a suite of digital solutions to optimize the quote-to-cash lifecycle. This includes a B2B eCommerce platform, CPQ software, contract lifecycle management software, digital sales room (product discovery), guided selling, recurring billing Software, revenue management software, and subscription management software. These solutions offer a range of features and analytics to empower marketing, sales, and finance professionals to take their businesses to the next level.

Legalesign, a UK-based enterprise software that allows you to send, sign, and manage contracts online, is available from Legalesign. Legalesign is used by companies to increase productivity and financial benefits, improve customer satisfaction, reduce the need for a printer, allow them to sign from anywhere, and last but not least, ease the burden of tedious paperwork on long suffering staff.

Salesforce CPQ makes it easier to get quotes, manage pricing, and close deals faster with Salesforce CPQ. Salesforce CPQ is a CPQ solution for the world's top CRM platform. It gives companies the tools to manage the sales process from quote to cash. Salesforce CPQ comes in three versions, including full Quote to-Cash which supports billing and collection.

CRM Software for Small Businesses. Complete Customer Relationship Management, Helpdesk and Sales Tools. You are busy. You don't need another software program to keep you updated. SwiftCRM is a better alternative to traditional CRMs. SwiftCRM allows you to automate more and send emails, calls and postal mail directly through the application. You don't have to copy and paste. SwiftCRM is the most customizable sales dashboard in industry. This means that you and your team will feel at home with the language, statuses, labels, and deal flow that are compatible with your systems. Software should be compatible with humans, not vice versa.

Zomentum is a sales acceleration platform that is exclusively designed for IT Partners. It combines pipeline management and proposal and quote builders, sales automation, reporting & analytics, and reporting & analysis to enable frictionless MSP sales. Zomentum makes it easy to create documents 70% faster, increase deal values by 600%, and convert more often. Today, Zomentum is used by thousands of MSPs to increase revenue, reduce sales cycles, and simplify buying. Our customers have generated close to $100M in revenues. Our mission is to build a trusted network of IT partners, revolutionizing the IT purchasing process for small and medium-sized businesses around the world.

Technicon CPQ is a CPQ platform developed by Tacton and Technicon that allows you to quickly create custom quotes. Technicon CPQ allows sales staff to quickly turn around accurate quotes, proposals, and bid packages. Technicon CPQ lets users generate their own quotes instantly, allowing sales staff time to focus on other opportunities. Technicon CPQ supports multiple languages and currencies, as well as online, offline, and web-based capabilities. It also has mobile compatibility, analytics, and many other features.

CIS Configurator is an affordable and simple to use CPQ system. CIS Configurator is designed to simplify quoting. It allows sales teams to quickly price, quote, and configure complex products. This helps them win more deals. The platform is web-based and offers a rule-based configurator as well as pricing management, integration with other ERP systems or CRM systems, central location for all quotes, visibility into the pipeline, and integration with other CRM systems.

Since 2009 CloudSense has been helping ambitious services enterprises to thrive in a digital-first economy by transforming sales to increase productivity and grow profitability. After 100+ successful CPQ implementations over 12 years, we have assembled a global team of over 150 solutions consultants who shape every client engagement for success. Our team couples deep industry knowledge with CPQ domain experience, setting CloudSense apart in terms of achieving business outcomes. We leverage a clear and proven delivery methodology that can adapt to meet the specific business goals of every customer. We guide our customers through the challenges and pitfalls of digital transformation, helping them minimize risk and release value faster. Leading communications and media providers including BT, Telstra, Informa and Spotify use CloudSense’s portfolio of applications to streamline the entire customer lifecycle, providing a better customer experience while improving business performance. To learn more about how CloudSense’s CPQ and Order Management solutions can help your business deliver sales transformation, speak to one of our experts today, or visit cloudsense.com

Qmaze is an easy-to-use quotation/product configurator Qmaze will help you create faster, more reliable and more reliable orders and quotes. Qmaze connects to your ERP, CRM, or development environment. There are many options: within your organization, online or through a dealer portal

iDashboards helps you move beyond the burden of spreadsheets and blend data from multiple sources into dynamic, custom dashboards.

GleanQuote's CPQ engine makes complex quoting simple and quick. In minutes, you can create highly customized solutions for customers. Formalize product intelligence and sales into a process that leads your team to the best solution. Your team can quickly create winning proposals using unlimited templates that can be customized to highlight your offering. To keep your sales team on track, integrate analytics and guiderails into your sales process.

CRM that doesn't end when you close. TeamGram is a cross-functional CRM that allows employees to work together to improve sales performance and customer satisfaction. It can be used to create quotes, track orders and assign tasks to mobile teams. TeamGram dashboard gives you real-time insight into key business metrics without the need to go through spreadsheets. You can quickly identify what is important and take faster decisions. The pipeline view allows you to see all of your deals in one place and allows you to focus on the next steps. Drag and drop your deals from one stage of the pipeline to take control of your sales process.

Ascend offers the tools your team needs for success in sales. Get bids done right. Your team will be able to close deals quicker and improve their estimates. Easy-to-use software tools can improve visibility, leverage historical information, and increase project margins. You can reduce turnaround times and improve the accuracy of your estimates. For faster signoffs, generate proposals using templates and specification docs. Get visibility into your pipeline to identify potential capacity issues earlier. For easy access to all customer information, connect your systems.