Alternatives to HiVis Quote AI

Fergus, a cloud-based Job Management Software, facilitates the essential tasks required to run a trade-based business. The platform is designed to be used by individual professionals or teams and provides a complete workflow organizer, from invoicing to quoting, and everything in between.

Zoey is a B2B ecommerce and wholesale ordering platform purpose-built for distributors and manufacturers. Buyers get a fully branded self-service portal with account-specific catalogs, customer-level pricing, reorder from history, and invoice management. No phone calls, no emails, no manual processing required on your end. The portal is built and managed with a no-code drag-and-drop editor. No developers or agency partners needed. Your team controls the buyer experience, catalog visibility, pricing rules, and account access without writing a line of code. Inside sales teams and customer service reps handle quotes, approvals, and order entry from a web dashboard without switching tools. When customers call or email, orders are created in seconds on their behalf. Field reps, delivery drivers, and trade show teams write orders from a native mobile app that works without internet and syncs automatically when back online. The app supports barcode scanning, quick order entry, and AI ingestion that converts PDFs and photos into order drafts without manual re-entry. Built-in CRM, order management, quoting, and invoicing replace third-party tools. Native integrations include NetSuite, QuickBooks Online, and ShipStation. A data mapper connects to any ERP or back-office system without custom development. A full REST API is available for additional integrations. Onboarding is instructor-led. Businesses go live without hiring developers or agency partners. Distributors use Zoey to cut manual order entry, scale without adding headcount, and sync to existing back-office systems without disrupting current operations.

Vocalys is an innovative Android application tailored for independent tradespeople and field-service experts who create customer quotes and invoices while on the job. Users can verbally dictate job specifics, assess a structured draft, and make adjustments to descriptions, quantities, prices, and taxes prior to finalizing. The app features the capability to scan supplier price tags, apply a selected profit margin, and incorporate materials into the quote seamlessly. Additionally, users can input customer information, business details, payment options, and deposit amounts, allowing them to share PDFs or send quotes for electronic signatures through AgoSign. Once quotes are accepted, they can effortlessly be transformed into invoices, and all documents can be organized and exported for accountant purposes. Certain functions, such as viewing and editing, can be performed offline, but features like dictation, scanning, syncing, sending, and obtaining remote signatures require internet access. The app also adjusts country settings to accommodate different document formats, currencies, and tax requirements. Designed specifically for professionals such as plumbers, electricians, landscapers, and service technicians, Vocalys aims to streamline the quoting and invoicing process for independent field workers, enhancing their productivity and efficiency. Ultimately, this app represents a significant advancement in the tools available to tradespeople for managing their business on the go.

Running a growing product business gets complicated fast. Tall Emu helps manufacturers, wholesalers and distributors replace disconnected spreadsheets and software with one place to manage the day-to-day business. From leads, quotes and customer orders through to stock, purchasing, production, warehousing and freight, your team can see what’s happening across sales and operations without jumping between systems. Tall Emu works alongside MYOB and Xero, adding the operational tools growing businesses need without requiring a large, expensive ERP implementation. It’s practical, powerful business software built for Australian and New Zealand SMEs.

DoneQuote is an AI-powered quoting solution designed for businesses that rely on sending quotes, including trades, home services, and B2B field sales teams with product catalogs, like commercial equipment dealers. Delays in quoting can result in lost opportunities, while inaccuracies such as incorrect items, prices, disorganized PDFs, version confusion, and vague details can lead to similar losses. With DoneQuote, quotes are generated directly from your catalog, ensuring they are both comprehensive and precise. You can review each line, make edits using straightforward language, and then dispatch a personalized online quote. Customers can easily access this quote on their smartphones and approve it with just a single click, while reminders are sent for quotes that remain unanswered. This tool supports the sales process from initial contact to finalizing the deal, excluding invoicing and scheduling features. The first ten quotes you send are complimentary, and the platform is mobile-friendly, remaining active until the transaction is complete. Additionally, the seamless integration of this software allows for a more efficient sales experience.

InForge serves as an online platform designed for quoting and defining scopes of work, catering to agencies, studios, contractors, and other businesses that operate on a project basis. This tool empowers organizations to craft personalized intake forms and establish pricing guidelines, transforming incoming requests from prospects into detailed quotes and comprehensive scopes of work. Teams can modify and dispatch proposals via a client portal, where clients are able to examine the specifics, electronically sign documents, and access payment links. The platform supports quotes that encompass packages, individual line items, and recurring retainers, while also providing industry-specific templates to customize both forms and pricing structures for various trades. Additionally, InForge includes a WordPress plugin for seamless integration of intake forms, adjustable payment links, and optional AI-enhanced drafting for intake or scope creation using the customer's own API key. Notably, the subscription plans are billed monthly instead of being charged per user, with a free tier that allows management of only one active project, making it accessible for smaller operations. This range of features makes InForge a versatile choice for businesses looking to streamline their project quoting processes.

Cotizaciones al Instante is a web application designed for freelancers, tradespeople, and small businesses in Mexico to effortlessly create professional price quotes in Spanish. The platform allows users to input various details such as business and customer information, product or service descriptions, quantities, unit prices, discounts, and applicable taxes, resulting in a PDF proposal that can be conveniently shared via WhatsApp. Users on the free plan can generate up to three quotes each month, while the Pro subscription, priced at MXN 99 monthly, offers unlimited quotes along with features like business branding, the ability to include product images, and access to a complete quote history, including the option to duplicate past quotes. This application is accessible through web browsers on both mobile devices and computers, making it versatile for users on the go. It is important to note that the generated quotes are considered commercial proposals and do not serve as Mexican CFDI tax invoices. Overall, Cotizaciones al Instante streamlines the quoting process, making it easier for small businesses to present their services to potential clients.

Autonomous AI quoting for CNC, sheet metal and screw-machine job shops, including Swiss and Davenport work. QuotedPart does the estimator's first pass on every RFQ by itself. Connect your Gmail or Outlook RFQ inbox (a read-only connection; each RFQ becomes a priced draft quote), forward the customer's email, drop in the STEP or IGES model and the PDF print, or let buyers upload on your own RFQ page. The AI reads what the buyer asked for and which quantities, measures the 3D model (stock, setups, holes, pockets, turned features, sheet thickness, bends) and reads the drawing for part number, revision, material, finish, tolerances, threads and notes. It then suggests a routing on your own machines and prices each quantity break with your own hourly rates, material prices, setup and run-time formulas and markup. QuotedPart's own STEP + PDF to a priced quote takes under a minute. The AI never sets the price: every minute and dollar comes from your shop's formulas and stays editable. A person at your shop checks the draft and sends a quote page with your logo, a PDF, or your own Excel quote layout. The buyer picks a quantity and accepts with a PO, and won quotes become orders. JobBOSS² users send the estimate, routing and quote straight into JobBOSS²; everyone else exports CSV or Excel for E2, QuickBooks or another system, and a public API and an official MCP server (MCP Registry: io.github.Helios-One-Oy/quotedpart) connect other tools. Export-controlled parts can go into the optional ITAR vault, which encrypts files in the browser before upload so the AI never reads them. One price for the whole shop: $399 a month (the first 20 shops get $199 a month and keep that price), unlimited users, and a 14-day trial without a credit card.

TradesInvo is a comprehensive cloud-based software solution designed specifically for tradespeople and small service teams in the UK. This platform integrates various functions including lead capture, customer and property management, quotes, job oversight, technician scheduling, invoicing, and payment tracking into a streamlined workflow. Users can easily generate quotes inclusive of UK VAT, allocate tasks to team members, maintain site and equipment notes within customer profiles, track overdue invoices, and automate reminders and requests for reviews. The reporting dashboards provide vital insights on metrics such as quote conversion rates, revenue generated per technician, and sources of leads. Additionally, the AI-powered features assist in drafting quote language, follow-up communications, responses to reviews, and summaries, all for user approval prior to dissemination. Designed for independent tradespeople and small teams in sectors like plumbing, heating, electrical services, and cleaning, the platform equips users with the necessary tools to manage every aspect of their operations from initial inquiries to the completion of jobs and receipt of payments, all accessible via a web browser. Ultimately, TradesInvo streamlines the business processes of trades professionals, enhancing efficiency and productivity in their day-to-day operations.

Roadbase serves as an AI-powered planning platform that prioritizes quote creation for creative freelancers and agencies. By pasting a project brief or uploading a PDF, users can generate an editable initial draft that includes a project overview, phases, tasks, assigned roles, estimated hours, timelines, assumptions, and the rationale behind the estimates. Teams then have the opportunity to review and modify this draft, incorporating their own role costs, billable rates, overhead, direct expenses, contingency funds, and desired profit margins to formulate the final quote. The visual timeline feature ensures that all aspects such as tasks, timelines, roles, hours, and pricing are consolidated within the same project structure. Once the plan is finalized, users can export the reviewed work breakdown, roadmap, and cost summary into a proposal PDF. Following approval, they can transition the project into a user-friendly Kanban workspace, where tasks can be assigned, comments can be added, time can be tracked by both project and task, and actual hours can be compared against the initial estimates. Roadbase is specifically designed for businesses that provide creative services in sectors such as advertising, branding, design, video production, and web and app development, as well as related consulting endeavors. This comprehensive approach not only streamlines project management but also enhances collaboration among team members, ensuring a more efficient workflow.

Scopey revolutionizes the quoting process for professional-service firms by streamlining how they create work estimates, define service parameters, and manage value from client modifications. With its robust platform, users can quickly produce comprehensive project outlines and professional proposals in just minutes, utilizing functionalities such as an AI-driven pricing model, suggestions for additional services to enhance sales, and real-time monitoring of changes in project scope as client demands shift. Scopey equips teams to transform their offerings into well-defined, scalable services by standardizing pricing structures and fostering client engagement through features like e-signatures and collaborative dashboards. It effectively tracks work that falls outside the agreed scope instantly, automatically records variations, and ensures that any new requests are systematically documented, priced, and sanctioned, thereby safeguarding profit margins, enhancing revenue potential, and minimizing scope expansion issues. Designed with user-friendliness in mind, this innovative tool replaces cumbersome spreadsheets and lengthy email exchanges with concise, dynamic scopes that keep both teams and clients synchronized while improving overall project management. It serves as a crucial asset for businesses aiming to enhance operational efficiency and client satisfaction simultaneously.

Tenderloop streamlines the process of generating and dispatching quotations in response to incoming request-for-quote emails. It analyzes each request to identify the customer and the products they are interested in, then cross-references these items with the company's pricing list to calculate the total costs for each line item. The system integrates these findings into a pre-defined Word quotation template, converts it into a PDF format, and sends it directly from the linked Microsoft 365/Outlook mailbox. If there are any items that cannot be matched or are ambiguous, they are marked for human examination instead of being assigned a default price. Users can conveniently upload their Excel pricing lists and Word templates, monitor historical quote data and usage via a dashboard, and establish monthly limits on products and quotes based on their subscription plan. This service caters specifically to businesses that frequently respond to emailed RFQs, such as manufacturers, wholesalers, and distributors that have a standardized catalogue and pricing strategy, ensuring efficiency and accuracy in their quoting processes. In doing so, Tenderloop enhances productivity by reducing the time spent on manual quotation tasks.

PropertyPromoKit serves as an online platform designed specifically for owner-operated contractors and small trade teams, offering a comprehensive workspace for job management and estimation. This tool consolidates customer details and project documentation, featuring capabilities for job photos, checklists, cost tracking, quotes, approvals, and invoicing. Users can initiate estimates using typed descriptions, visual job evidence, or recorded site walkthroughs, subsequently refining the AI-generated drafts by adjusting measurements, materials, labor, quantities, and pricing, prior to delivering quotes to customers. Additionally, the Android companion application facilitates project management through account-based features while allowing users to maintain distinct local notes, images, and PDF reports for offline access. The solution is ideally suited for businesses involved in residential remodeling, as well as trades such as flooring, painting, drywall, plumbing, electrical work, handyman services, and general contracting. It is important to note that while online workspace records necessitate an internet connection, offline data collected in the field is stored directly on the device and will not sync automatically. This flexibility allows contractors to work efficiently in various environments.

Stubie is a quote-to-payment solution tailored for small businesses in South Africa that manage customer inquiries via email. This software analyzes the content of emails and attachments, aligns requested products with the company's pricing catalog, and generates draft quotations for the business owner to review. Once a quote is approved, it is made available on hosted webpages where customers can easily accept it, download a PDF version, and complete payment through PayFast or EFT using a distinctive reference number. Additionally, Stubie facilitates the creation of invoices in Sage Accounting from accepted quotes and incorporates courier services by Bob Go for shipping rates and bookings. It is specifically designed to streamline quoting processes across various sectors, including printing, signage, engineering, catering, event management, and security installations, enhancing efficiency and customer satisfaction. By automating these workflows, Stubie helps businesses save time and reduce manual errors in their quoting and invoicing processes.

Elora Grid serves as an AI-driven quoting assistant tailored for engineering project firms, EPC contractors, and high-mix manufacturers. Seamlessly integrating with your team's existing workflow, Elora produces completed work that is primed for review, ensuring that each modification is clearly documented. It generates tender returnable schedules in any format specified by the client, transforms a scope of work into a detailed compliance checklist complete with cited clauses, and maintains a register for conflicts and variations. Additionally, it updates parts price books using supplier quotes from PDF and Word formats, while also analyzing and ranking your most comparable past projects. Operating within your established Excel and Word templates, Elora requires your authorization before generating or dispatching any content, and it guarantees that your documents will never be utilized for training AI systems. Ultimately, Elora aims to enhance productivity and accuracy in project quoting processes.

Many landscaping estimates are provided without a true understanding of the underlying costs involved — expenses such as labor, travel time, trailer depreciation, supplier trips, and overhead can significantly reduce profit margins. GreenMargins was created by a landscaping business owner to address this issue directly. Users simply input job details or speak a brief summary during transit, allowing the AI to generate a quote based on an established price catalog. GreenMargins meticulously calculates factors such as burdened labor costs, travel duration from the client’s location, materials with supplier markups, overhead on a per-billable-hour basis, and disposal trips, presenting the gross profit and margin in real-time before finalizing the estimate. After completing the job, users can log actual figures to analyze variances, ensuring that future quotes are even more precise. The platform offers a straightforward setup process that takes approximately 15 minutes. With plans starting at $47 per month and a 14-day free trial available without requiring a credit card, GreenMargins makes it easy for landscaping professionals to streamline their quoting process. This innovative tool not only enhances accuracy but also helps businesses maximize their profitability in a competitive market.

BillMyWeek is an online invoicing application designed specifically for UK contractors, freelancers, and tradespeople who charge on a weekly or monthly basis. Users can input their business and client information, define hourly or daily rates, and specify standard hours as well as multipliers for overtime and weekend work, enabling them to generate invoices that include work dates and calculated totals for each line item. The platform efficiently manages the status of invoices, including drafts, those that have been sent, paid, or are overdue, while also displaying outstanding amounts; users can also preview, download, or email a PDF invoice formatted for A4 paper. Additionally, BillMyWeek allows for customization of invoice aesthetics, such as colors and fonts, and provides options to incorporate a logo, alongside the ability to export essential data related to accounts, clients, and invoices. Currently, the service is offered for free during its beta phase, focusing on uncomplicated invoicing without features for VAT or CIS deductions, making it ideal for users seeking basic invoicing solutions rather than comprehensive accounting services. As such, it serves as a valuable tool for those looking to streamline their billing processes while maintaining a professional appearance.

Wrencher is a desktop application designed for Windows, catering specifically to sole traders and small trade businesses. This software integrates essential functions such as client management, quoting, job scheduling, alerts, invoicing, and mileage tracking into a single platform. Users have the ability to create detailed quotes with various options, easily transform those quotes into invoices, and manage their tasks using a weekly calendar. The target audience for Wrencher includes electricians, plumbers, HVAC technicians, builders, landscapers, and a variety of other tradespeople. The application operates directly on the user's computer following license activation, eliminating the need for accounts, logins, or cloud services. It is tailored for tradespeople who prefer keeping their data on local storage while handling quotes, scheduled tasks, client information, invoices, and mileage through a straightforward desktop interface. Wrencher is available exclusively for Windows users, offering a 30-day full-feature trial alongside licensing options priced at $99 annually or a one-time fee of $299 for lifetime access. Its primary focus is on daily quoting and job management rather than being an extensive field-service solution. Additionally, Wrencher's user-friendly design makes it an ideal choice for tradespeople looking to streamline their operations efficiently.

Invio is an invoicing solution designed specifically for sole traders and tradies in Australia. This software efficiently generates GST tax invoices using pre-saved client profiles and line items, and it accurately computes GST at a rate of 10 percent while allowing users to switch between GST-inclusive and GST-exclusive pricing options. Each invoice includes the necessary ABN and ATO-required information, automatically changing to a standard invoice if the business is not GST registered. Payments can be processed via card through Stripe using a link provided in the invoice, or clients can opt for bank transfers. The system sends reminders for overdue invoices, allows quotes to be converted into invoices, supports recurring billing on a set schedule, and tracks expenses along with photo receipts while ensuring GST calculations are included. Detailed reports are available to display unpaid amounts and summarize GST over a selected timeframe. Additionally, Invio features integration with Claude and ChatGPT through its proprietary MCP connector, enabling an assistant to draft invoices, add new clients, and respond to account inquiries during a chat. Furthermore, an independent Xero connector provides access to multiple Xero organizations in a single session, keeping data entries as drafts until they receive approval. This comprehensive functionality makes Invio a versatile tool for managing invoicing and accounting needs.

Quovos is a cloud-based application that facilitates quoting and job management for companies involved in pricing and delivering various equipment, materials, and labor. Teams can craft personalized, multi-option quotes that display costs, selling prices, and margins for each line item, which can then be shared for customer approval online. Once a quote is accepted, it can easily be transformed into a purchase order for suppliers, allowing for tracking throughout the delivery process and project completion. The platform enables users to log working hours, oversee contractors, manage inventory and assets, and assess the differences between quoted and actual job costs and margins. Additionally, integrated supplier feeds can enhance quotes with trade prices, retail prices, stock levels, and estimated availability. Quovos also streamlines financial tasks by sending invoices and supplier bills directly to Xero, ensuring that payment statuses are synced back to the system. Various subscription plans are available, each offering different limits on seats, quotes, and organizations, with optional modules and integrations tailored to specific needs. This flexibility makes Quovos an adaptable choice for businesses looking to optimize their quoting and job management processes.

SatelliteQuotes is an innovative cloud-based tool designed for quoting and capturing leads specifically aimed at roofing and exterior contractors. By entering their property address, homeowners can instantly obtain an estimate that utilizes aerial imagery, property measurements, and pricing guidelines set by contractors. The generated outline is customizable, and all aspects such as materials, fees, and minimum charges are overseen through a user-friendly contractor dashboard. Contractors also have the option to incorporate a personalized quote widget into their website using an embed code, or they can share a dedicated hosted quote page. This service not only collects homeowner contact information but also produces branded estimates and keeps track of leads in a comprehensive dashboard equipped with pipeline management, calendar scheduling, and analytical tools. It accommodates a variety of exterior trades, encompassing roofing, gutters, siding, solar, paving, fencing, and landscaping services. Additionally, the product includes an API and an MCP server that provide essential tools for creating estimates, setting up widgets, and accessing pricing and trade information, ensuring that contractors have all the resources they need for efficient operations. Ultimately, SatelliteQuotes empowers contractors to streamline their processes while enhancing the homeowner's experience.

RooferForms offers a streamlined roofing document workflow tailored for independent contractors and small roofing teams. This platform enables users to convert organized project information into polished roofing proposals, contract drafts, change orders, scopes of work, estimates, and comprehensive insurance documentation packets. Contractors benefit from roofing-specific templates, allowing them to modify project scope, materials, pricing, payment terms, warranties, exclusions, and timelines, with the ability to download documents that are ready for clients. A free, web-based contract builder is accessible without the need for account creation. Additionally, users can opt for the Pro Scope & Contract Pack, which is available for a one-time fee of $29 and includes editable DOCX and PDF templates. While RooferForms emphasizes document creation, it does not provide complete CRM, dispatch, accounting, or project management solutions. It is important to note that the templates and guidance offered are intended for general business applications and do not constitute legal or insurance advice. Users can create and customize their documents efficiently, ensuring a professional presentation for their roofing projects.

Indie Contract & Compliance AI is an online toolkit designed for freelancers, independent contractors, and small businesses, focused on legal document creation and compliance management. It features a diverse array of tools such as customizable generators for contractor and service agreements, calculators for late payments, templates for drafting demand letters, contract review capabilities, checks for worker classification, and resources for legal research specific to freelance work. Users can tailor agreements by selecting a U.S. state and providing details about the project, parties involved, scope, and payment terms, which results in contracts that include clauses related to payment schedules, late fees, intellectual property rights, and cancellation policies. Additionally, the platform offers AI-enhanced assistance for legal inquiries, explanations of various clauses, strategies for resolving disputes, and document drafting services that utilize prepaid credits. Users can access free agreement generation and essential compliance tools, with special provisions for California's SB 988 and a wealth of legal information applicable to different states. This comprehensive approach aids users in navigating the complexities of freelance and contracting work while ensuring they remain compliant with relevant regulations.

Pencil Assistant serves as an AI tool specifically designed for tradespeople in the UK, accessible via WhatsApp. This innovative assistant aids users in organizing their schedules, scheduling jobs and site visits, generating quotes and invoices, verifying merchants, and crafting marketing materials while they are on the job. Users have the convenience of sending voice messages or images of handwritten notes, which the assistant can then transform into polished PDF quotes and invoices, allowing for modifications to line items, labor costs, or VAT. Additionally, users can inquire about their schedules, jobs, quotes, and invoices at any time. The assistant can efficiently manage nearby job locations, recommend appointments, and prepare follow-ups and reminders for customers, as well as create engaging marketing posts. The service offers various subscription plans that include monthly message and quote allowances, featuring a complimentary Early Access option alongside paid tiers called Pencil and Pro, ensuring accessibility for all tradespeople. With its comprehensive features, Pencil Assistant is set to revolutionize how tradespeople manage their day-to-day operations.

Susea is a specialized software designed for ocean freight forwarders, NVOCCs, and customs brokers, focusing on two main functions: rapidly generating quotes and efficiently managing competitive RFQs when necessary. For quoting, Susea processes incoming requests from WhatsApp and email, creates a priced quote based on your established tariffs and margin guidelines, and presents it to your team for a quick approval, ensuring that nothing is sent without prior human oversight. If a quote remains unanswered, Susea automatically prepares a follow-up message. Additionally, as a quote nears its expiration, Susea proactively drafts a re-quote to prevent customers from needing to reach out first. On the procurement front, Susea facilitates reverse-auction RFQs among your agent network, offering options such as sealed, rank-only, best-price, or fully open bidding, allowing you to choose the approach for each tender. Instead of relying on phone calls, agents who fail to submit a bid receive a timely and context-sensitive reminder, streamlining the bidding process further. As a result, Susea not only enhances efficiency but also fosters better communication within the workflow.

TradeQuote serves as a web-based solution for contractors and tradespeople, enabling them to efficiently generate and oversee PDF quotes and invoices. Users have the ability to manage deposits, utilize templates tailored to their trades, maintain client information, incorporate their business logos into documents, and access or replicate their document history. The platform facilitates document sharing via email and allows users to integrate jobs with Google Calendar or export them as .ics files. For workflows in Québec, the service includes distinct GST and QST calculations and the option to print an RBQ licence number on invoices and quotes; it also accommodates tax settings relevant to other regions. While a free plan permits the creation of up to five documents monthly with a watermark, the Pro version enhances functionality by offering accounting exports to QuickBooks and Excel. Notably, TradeQuote operates entirely within a web browser, eliminating the need for account creation, and is available in both English and French. This versatility makes it a valuable tool for professionals seeking streamlined administrative processes.

SMailOS is a web-based platform that consolidates customer interactions and daily business activities into a unified workspace. It allows teams to manage emails and messages from various social channels through a collaborative inbox, where they can assign discussions and access customer histories via integrated contact records, deal tracking, and notes. Additionally, the workspace boasts features for generating quotes, organizing tasks on project boards, and planning social media content, facilitating effective team coordination. With AI functionalities that help draft responses and recommend subsequent actions, users are able to review these drafts prior to dispatching them. SMailOS seamlessly integrates business emails and social media accounts, such as WhatsApp Business, Facebook, Instagram, YouTube, and TikTok; the capabilities for each channel may vary based on the permissions and availability of the respective platforms. Aimed at small businesses and teams that manage customer communications across multiple channels, SMailOS enhances productivity by streamlining various aspects of customer engagement. This integrated approach allows teams to focus on building stronger relationships with their clients.

ToolQuote is a versatile software solution designed to streamline the process of generating mold quotes efficiently. Tailored to match your existing quoting practices, ToolQuote offers complete customization for your specific needs. Every quote you create is stored in a database, enabling easy searching and comparison with previously completed quotes. Its advanced graphical interface automatically produces visual representations of both plan and side views of the tool layout. The software also calculates and generates steel sizes and material costs based on the tool layout, ensuring accuracy in your estimates. A comprehensive history of each quote provides you with a quick and clear perspective on any revisions made. You can even input actual costs for each tool, allowing for future comparisons with new quote calculations. Additionally, ToolQuote features selectable master profiles, which facilitate the creation of unique component libraries that can be seamlessly integrated into your templates. Finally, all gathered information can be effortlessly exported into a .CSV file, making it convenient to integrate with your ERP system or customized Excel quote sheets, enhancing your overall workflow further.

Blync is an online AI-driven invoicing tool aimed at freelancers, independent contractors, and small enterprises. Users can articulate job details in simple language, examine an invoice that incorporates local tax information, make adjustments through chat, and select their preferred timing for sending it. The platform facilitates the creation of quotes that clients can approve online, which can then be transformed into invoices, supports billing in multiple currencies, offers client payment pages, and has customizable overdue reminders. Users can monitor both paid and unpaid invoices while accessing insights into accounts receivable, profit-and-loss statements, and cash-flow metrics derived from invoices and expenditures. Blync delivers tax rates, tax-ID formats, invoice stipulations, and tax export options tailored to more than 50 countries. Users can create drafts without needing an account, but actions such as downloading, dispatching, or archiving drafts necessitate a complimentary account. Importantly, Blync does not handle client payment processing, focusing solely on invoicing tasks. This delineation allows users to streamline their billing processes while managing their finances effectively.

Asytra Quote streamlines the quoting process for machining shops by transforming slow and unreliable manual calculations into efficient automated CNC cost assessments derived from 3D CAD files. Estimators can easily upload STEP or IGES files, allowing Quote to identify machinable features, suggest appropriate milling, turning, or a combination of processes, and provide pricing based on the shop's specific machine rates, materials, and profit margins. The system is available in two variations that utilize the same underlying analysis engine. The Quote Dashboard, priced at $129 per month, is designed for in-house estimators to upload parts, evaluate the proposed route and cost, compile multi-part quotes, and generate exportable PDFs or Excel files suitable for customers. On the other hand, the Quote Widget, which costs $299 per month, integrates directly into the shop's website, enabling visitors to upload files, select materials and quantities, and access preliminary pricing instantly without needing to wait for email responses. This innovative approach not only streamlines the quoting process but also ensures that leads come complete with the CAD file, estimate, and contact information for seamless follow-up.

QuoteSooner is an online quoting platform designed specifically for CNC job shops. Estimators are able to upload customer drawings, 3D models, and request for quote (RFQ) text, allowing them to examine extracted part details in conjunction with the original documents and the relevant excerpts that support each value. The system identifies any missing, ambiguous, or conflicting information that requires human intervention before a quote can be finalized and sent. Shops have the capability to set their machine and labor rates, review estimates against previous pricing, and distribute setup costs based on quantity breaks, all while managing outside services and other expenses separately. Teams can efficiently handle RFQs, create and dispatch quotes through a linked shop email account, automate follow-up communications, and enable buyers to review and accept quotes online, including the option to input a purchase order number. Additionally, QuoteSooner integrates with QuickBooks Online and allows for the importation of historical quotes from various systems. It's important to note that QuoteSooner does not function as an instant-quoting or CAM system, nor does it serve as an ERP or a tool for handling ITAR-controlled projects, making it a specialized solution for the CNC industry. This focused approach ensures that CNC job shops have the necessary tools to streamline their quoting process while maintaining accuracy and efficiency.

QuoteBuddy is a cloud-driven quoting tool tailored for machine shops, job shops, and sheet-metal fabricators. This innovative application processes technical drawings submitted in formats such as PDF, PNG, or JPG, extracting essential details like dimensions, hole specifications, tolerances, material types, and part classifications. With shop-specific configurations for machines, materials, routing, hourly rates, and markups, it efficiently calculates production timelines and costs. Estimators benefit from the ability to verify the extracted data, modify pricing parameters, and produce a polished PDF quotation ready for customers. The system accommodates workflows for CNC milling and turning, along with cutting methods such as laser, waterjet, or plasma for sheet metal. Designed specifically for shop owners, estimators, and sales or technical personnel involved in quoting from customer-provided drawings, QuoteBuddy streamlines the quoting process. Users can take advantage of a free plan offering unlimited AI-generated quotes for a month, after which the limit reduces to three quotes per month. For those requiring more extensive use, paid monthly subscriptions begin at €149, allowing for up to 100 quotations monthly, with the option to save approximately 17% through annual billing. Moreover, the platform’s user-friendly interface and comprehensive features make it an invaluable asset for businesses aiming to enhance their quoting efficiency.

TableLetter is an online email drafting application aimed specifically at restaurants. It assists restaurant owners and their marketing teams in transforming promotional ideas or engagement initiatives into polished email drafts for customers. Users input relevant details about their restaurant and specific campaigns, and the tool generates a subject line, preview text, and message body, all of which can be reviewed and modified prior to sending. This tool is tailored for restaurant-centric communications, such as highlighting menu specials, announcing events, and inviting guests back. While it serves as a drafting resource, it does not function as a comprehensive email campaign platform; instead, restaurants can utilize the generated content with their existing services for managing subscriber lists and distributing messages. Additionally, the generator is accessible for free without the need for account creation, although it comes with basic usage limits. Overall, TableLetter simplifies the email drafting process, allowing restaurants to focus on their core offerings while effectively communicating with their patrons.

TurboQuote is an integrated Configure, Price, Quote (CPQ) solution within the TurboDocx platform, designed to help sales teams swiftly generate precise and professional quotes by merging product configuration, pricing management, and document creation into one seamless workflow. This solution empowers users to oversee product catalogs, incorporating configurable options, bundles, and dependency rules to ensure that only valid combinations of products are available during the quoting phase. It features price books that accommodate various pricing structures tailored to different customer segments, geographic regions, or sales channels, automatically applying the appropriate pricing to each quote, which significantly minimizes manual calculations and potential errors. Once the configuration is complete, quotes can be rapidly produced as branded PDF documents, ensuring a uniform and professional appearance across all sales documentation. Additionally, TurboQuote enhances efficiency by fully integrating with document automation and e-signature tools found in TurboDocx, thereby streamlining the entire process from quote to proposal. This integration not only saves time but also helps maintain a high level of accuracy throughout the sales process.

Scopable is a software-as-a-service (SaaS) platform that offers quoting and assessment solutions specifically designed for managed service providers (MSPs). It seamlessly connects with existing systems utilized by MSPs, such as ConnectWise, HaloPSA, NinjaOne, Microsoft 365, Azure, Pax8, Ingram Micro, and IT Glue, while extracting real-time client information including endpoints, configurations, security status, and details from 365 tenants. Utilizing this information, Scopable conducts automated evaluations that assess each client’s environment, identifying security and compliance vulnerabilities, and creating a prioritized technology roadmap complete with cost estimates. This roadmap informs a quoting engine that produces margin-protected proposals based on the MSP's pricing structure, incorporating automated estimates for both labor and hardware that adjust as project scopes evolve. The generated proposals are accessible via a client portal where e-signatures can be obtained, and they synchronize back to the PSA for streamlined management. Additionally, the platform features natural-language processing for client inquiries, maintains CRM records, tracks governance, risk, and compliance (GRC), and facilitates workflow automation. Currently, Scopable is in a limited early-access phase, inviting select users to experience its capabilities.

Cloud Quote is a comprehensive, cloud-based CPQ (Cost, Price, Quote) sales software solution that enhances the efficiency, customization, and speed of the quoting and sales process. It empowers sales teams to swiftly produce precise, uniform, and professional quotes and proposals, utilizing automated calculations, adaptable templates, and real-time pricing adjustments, thereby minimizing manual tasks and errors, allowing sales representatives to dedicate more time to selling, while providing managers with visibility into pipeline performance. This software centralizes product, pricing, and rate information, ensuring users receive immediate updates, and it facilitates lead tracking and distribution, offering insights into lead origins and return on investment. Additionally, it features dashboards that provide reporting on quotes, closure probabilities, products quoted, and performance across various geographical areas, while also incorporating functionalities such as quote approvals, team assignments, and the seamless reassignment of quotes among sales representatives for enhanced collaboration. Ultimately, Cloud Quote aims to transform the sales process into a more efficient and effective experience for all involved.

Grizzly Quote streamlines the entire quoting process, allowing you to create, manage, send, and finalize quotes effortlessly, all for one affordable price without the need for additional software. The platform is designed to save your business both time and resources by incorporating a PCI-Compliant Payment Page that simplifies the closing of quotes. It features custom payment pages that utilize secure 256-bit encryption and Google’s Two-Factor Authentication for enhanced security. Your customers can conveniently view and pay for quotes using any device connected to the internet, making the process as straightforward as creating and distributing the quotes themselves. Built with cutting-edge technologies such as HTML5 and CSS3, Grizzly Quote adheres to industry best practices while effectively avoiding potential security vulnerabilities. Its compatibility spans all browsers, operating systems, and devices, ensuring that whether you build a quote on a tablet or your clients access it on their smartphones, the experience remains seamless. This adaptability enhances customer satisfaction as they can complete transactions effortlessly from their preferred devices.

SimpleSellers is an online AI tool designed for resellers that helps streamline the creation of product listings by utilizing both photographs and information provided by sellers. This platform generates essential elements such as titles, descriptions, categories, conditions, features, item specifics, and keyword suggestions, while its Price Look Up feature offers valuable market price insights. Users have the ability to review, edit the content created, and save drafts, which they can then easily copy for listing on various marketplaces including eBay, Amazon, Vinted, Facebook Marketplace, and Gumtree. The system is tailored to accommodate individual sellers as well as small teams focusing on second-hand, vintage, collectible, and other merchandise. Importantly, SimpleSellers does not directly publish the listings on these platforms; it remains the seller's responsibility to verify each draft and handle the posting. This ensures that sellers maintain control over their listings, allowing them to present their items exactly as they wish.

ASC Pricing and Quoting is an online platform tailored for the management of configure, price, and quote (CPQ) processes, emphasizing RFPs, RFIs, RFQs, sourcing, procurement activities, and collaborative negotiations. It enhances the sales and pricing experience by automating and overseeing the requirements for sales configuration, along with calculations for pricing and promotions that are tailored to customers, channels, volumes, and specific products. This platform encompasses the entire lifecycle of contract management from buy-side to sell-side, including processes like quote to cash (QTC), quote to order (QTO), and configure, price, quote (CPQ). By leveraging ASC Pricing and Quoting solutions, organizations can streamline, enhance, and automate their pricing and tender management, as well as their sales and product configuration processes, leading to increased efficiency and improved accuracy in their operations. Overall, ASC Pricing and Quoting stands as a comprehensive solution for businesses looking to optimize their pricing strategies and negotiation efforts.

Viirtue's white label VoIP and UCaaS software transforms white-label VoIP and UCaaS into a powerful video collaboration tool. It also offers mobile capabilities and a best in class streamlined quote-to cash solution. This allows you to compete with big players and scale your business with modern tools, excellent support, and great tools. You can rebrand our entire suite of white-label communication tools to your company, making it a one-stop shop for technology solutions. Get a demo to see how our industry-leading platform and quote-to-cash software can make it easy to run a unified communications company. Fair pricing that charges only for the number of seats used, and not for multiple users using multiple devices. Our all-in-one, quote-to-cash software, as well as our reseller dashboard, is a turnkey tool that supports your brand platform and helps you capture and win more business.

Psalm is a cloud-based CRM and business management tool designed specifically for small enterprises that require the ability to generate quotes prior to making sales. It efficiently handles inquiries, follow-up reminders, price quotations based on various factors such as size and quantity, sales orders, invoices, and payment processes. Customers have the convenience of accepting quotes online, which seamlessly transition into orders that include deposit and staged payment options, along with invoices that do not require re-entering any line items. Additionally, Psalm monitors outstanding balances and categorizes overdue amounts into intervals of 30, 60, and 90 days. Users can personalize documents by incorporating their business logos, colors, and letterheads. The platform also features a guided importer that works with Excel and Google Sheets, and those who subscribe to paid plans gain access to an AI assistant that leverages business records for enhanced efficiency. Pricing is structured per company, offering a free tier for a single user to manage invoices, quotes, and customer relations, while paid options are available at £39/month for up to three users, £99/month for up to fifteen, or £199/month for up to fifty users. A risk-free 14-day trial is offered without requiring a credit card, allowing businesses to explore the features before committing. This flexibility ensures that small businesses can find a plan that suits their unique needs while taking advantage of useful tools to streamline their operations effectively.

To get started with proposal automation and quoting software, you will need to spend days training or pay for help from an IT consultant who has a Ph.D. in APIs. iQuoteXpress, (IQX), does the heavy lifting to quickly deliver a fully supported, customized, and integrated sales proposal and quoting system. It's a simple to use, configure, price, and quote system. Your brand values should be reflected in your sales proposals. IQX templates for proposal design will ensure that every quote you give to a customer has the same look and feel. We will create a custom dashboard for your quoting system and load your products, services, pricing schedules and even customers and accounts. Analytics is essential for sales enablement. We'll set up the back-end tracking tools to provide you with complete oversight and ensure that no proposal or business opportunity is missed.

SnapDamage is a cloud-based software solution designed for estimating and job documentation, catering to both residential and commercial contractors. With this tool, field teams can efficiently organize projects by property specifics, rooms, and locations while also capturing essential data like photos, measurements, and voice notes. This information can then be transformed into a detailed estimate draft for subsequent review, pricing, and delivery. Each project can include scope notes alongside important documentation such as permits, receipts, invoices, and lien waivers, ensuring that all necessary information is stored in one place. Teams have the capability to send out estimates for electronic signatures and can countersign directly within the application, while also assigning roles such as owner, project manager, and crew members. Additionally, field staff are granted access to job updates without revealing sensitive pricing information. Upon completion of the work, jobs can be archived from the active lists, allowing for better management of ongoing projects. SnapDamage is specifically tailored for contractors, including general contractors, remodelers, roofers, and restoration professionals, to streamline the management of estimates and field data across desktop, tablet, or mobile browsers. This versatility makes it a valuable tool for enhancing productivity and organization in the contracting industry.

HeadRail is a cloud-based software solution tailored for window-treatment dealers, combining sales, service, and customer relationship management functions. Sales representatives can easily take pictures of rooms, choose products, measure spaces, and generate quotes using customizable manufacturer price lists, including specific markups and size constraints. Additionally, dealers have the capability to create proposals for multiple rooms, obtain signatures, and accept deposits seamlessly. For certain plans, users can view illustrative previews that display selected window coverings superimposed on customer photos, while a website visualizer facilitates the collection of quote requests. The CRM feature efficiently organizes leads and follow-up activities, allowing teams to monitor orders from manufacturers, installation schedules, installer availability, and manage repairs, remakes, and warranty claims. Furthermore, HeadRail integrates with Stripe for payment processing and synchronizes with QuickBooks Online for efficient financial management. This comprehensive tool is specifically designed to assist independent businesses that engage in selling blinds, shades, shutters, and drapery through personal in-home consultations and associated service processes, ensuring streamlined operations for all users involved.

The Knack Brava add-on for SAP Commerce facilitates seamless connectivity within the B2B ecosystem, linking manufacturers, distributors, channel partners, and customers in every conceivable manner. By utilizing a comprehensive array of industry-specific processes alongside its extensibility, businesses can provide an exceptional omnichannel experience for customers across all touchpoints. The solution enhances efficiency by automating and streamlining order processing, creating an ideal operational setting. Users can easily request quotes, adjust pricing, and reference quotes within their shopping carts and orders. The main dashboard allows for quick access to created quotes, their values, and draft orders, simplifying management. Additionally, while assessing product details, users can view a compilation of all approved quotes associated with that product, facilitating rapid referencing. Field sales representatives are empowered to verify order accuracy across multiple channels, ensuring that only valid quotes and quantities are processed while maintaining precise pricing throughout the ordering system. This capability not only improves operational efficiency but also enhances customer satisfaction by minimizing errors in order fulfillment.