Best Quoting Software of 2024

VARStreet’s InstaQuote sales quoting solution is designed for businesses of all sizes, from a small VARs to large enterprises. It is simple enough to serve the requirements of a small business yet feature-rich to handle complex processes of large enterprise resellers. You can start really small based on your need and scale as your need grows. Qquoting application comes with a variety of pre-designed quote templates that can be customized, you can also create your own templates. Please let our support team know about your template needs and they will take care of it. It includes our powerful quoting module along with a FREE CRM, integration with 45+ IT and office supply distributors, and a full procurement module to process orders. You will always have the option to add an eCommerce store and move to a full VARStreet subscription from Instaquote.

Why spend hours creating content that doesn't generate qualified leads? EchoQuote™, which is easy to set up and works instantly, never gets old. EchoQuote™, leads are more qualified and open to sales calls. Sellers can quickly start a conversation with their prospects and begin to understand their needs. We agree! EchoQuote™, which never displays or sends pricing without you approval, is completely in your hands. You can also block countries or email domains to limit who can request a quote. Absolutely. Our clients are mostly B2B and sell custom products and services. EchoQuote™, which is designed to handle budgetary requests and not final pricing, is used to open up sales conversations. Everybody has a Request for a Quote/Contact Us page on their website, even your competitors. But they rarely work. EchoQuote™, a third-party tool that visitors trust, can result in more leads for your sales department.

ProcessMate is a cloud-based software that helps you keep track of your orders and quotations. It includes a sales desk for your employees and the Customer Portal (client portal) where your client can request quotations, place orders, or make service requests. It is easy to set up the portal and add branding to your company. ProcessMate allows you to manage tasks, documents, and team communication. ProcessMate can manage both ad-hoc tasks and regular tasks that are completed on time. The platform will notify and track users, create reports for managers, and streamline your business. You can open up new channels of communication with your customers. They can submit service and purchase requests, view their ongoing requests, and, optionally, you can trigger internal processes after your customer submits a request.

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

QuoteRobot makes it easy to create winning proposals, invoices, or contracts for web professionals. Our professionally designed quote, invoice, proposal themes will help you look your best. Instead of using a word processor, you can use one of our themes or create your own. QuoteRobot automatically extracts line item data from all your proposals, invoices, or quotes to determine the price you should charge for each item. To get your quote out faster, you can either start from scratch or use our pre-written proposal templates. You can save past proposals to be used as templates for future pitches. Send your potential client a proposal along with an optional PDF attachment. They can then approve it on their own subdomain in just one click. You can quickly create a detailed timeline for your project with payment milestones, so clients know when to pay you.

Enterprise-grade purchase orders system for purchasing inventory and non-inventory goods. This software automates the approval process and budget control. Inventory management software that integrates with sales and purchase orders systems. You can manage your field sales and service operations quickly and efficiently. Cloud- and mobile-based field service application and CMMS app for easy and proactive field management. A simple sales order management system that supports complex fulfillment. Integration with Datamoto Inventory and Purchase Order system. More information on CRM software. WMS provides better visibility into inventory and allows for smooth administration of warehouse operations, from the moment goods or materials enter a warehouse to the time they leave.

Peppercan was born from necessity. We needed a system that could manage our business and replace the cumbersome mix of Words, Excel, and Outlook. A powerful web-based business application that helps owners and managers run their operations more smoothly and effectively.PEPPERCAN - the CRM that automates and frees up your team to build your business. It automates your sales, E-marketing campaigns, and your quoting process. It helps you manage your finances and time, and brings your projects to life. Peppercan is easy to set up. You only need to complete a questionnaire in order for most of the application to be configured. This allows you to quickly and easily get started. All data is stored on the cloud servers and mirrored in another location to ensure redundancy. An additional encrypted backup online is also available. This allows you to access your data with complete security and safety.

QwikQuote can be used as long as you have internet access to your quote software hosted on your Office PC, terminal Server or Citrix App Server. You will experience the same productivity and feeling in all cases, without any additional training or reeducation. Remote access to your quote software system can be tailored to meet your business needs and management requirements. Personal Selling Power stated that QwikQuote was the best business sales Quoting Software to create customized sales quotes, sales invoices, estimates, and estimates. They also said that it makes complex quotes easy. QwikQuote, the original desktop quoting program, allows salespeople to create sales quotes and invoices in a matter of seconds. We are the 'Easy One' because quoting should be simple and straightforward so that you can quickly go from a proposal to an invoice. (See our Learning Center Video Making A Quick Quote).

Intelometry, Inc. was founded in 2003. It is a Technology and Consulting Services Company specializing in retail electricity and natural-gas market operations. Intelometry clients include large energy users, large energy suppliers, and user groups as well as consulting firms located throughout the continental U.S. Intelometry offers three main product lines: * Retail energy transactional software designed and supported by Intelometry to be used by energy brokers and retail energy suppliers. * Consulting services that specialize in retail energy market operations, regulatory issues and new market entry * Market operations and analysis require the production and distribution of energy data for retail. Key Intelometry staff has held senior management positions in prominent energy companies as well as consulting firms. Our team has a lot of real-world experience that gives them credibility and insight when working for our clients.

Agents can easily and accurately quote life insurance coverage for their clients with this full-featured quoting tool. It includes rates from over 100 life insurance companies. You can get quotes for Term, Return on Premium, Simplified Issue and Guaranteed UL products. Instantly add life insurance quotes to any website. The Website Quoter integrates seamlessly with your existing website and automatically adjusts to fit any screen size. This ensures that your website looks great on all devices. You can choose which life companies you wish to quote and where you want leads to go. Compulife Basic quoter allows you to run life insurance quotes from any computer, tablet or phone that has an internet connection. It can be used on any device, including a PC, MAC or iOS.

Zingtree lets you build interactive decision trees with no code. This allows you to create agent scripts, guide customers and manage internal processes. By turning your workflows into a choose-your-own-adventure-type experience, you help your users reach the next best action and make the complex simple. It is a no-code solution that allows business users to create, deploy, manage, and update their decision trees with minimal IT work.

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.

@360insights is a company that provides the IT Channel with CPQ Solutions and data services for eCommerce and sales. channelcentral transforms real business problems into revenue-generating, cost-saving processes with CPQ solutions. Data services improve eCommerce experiences for complex products that need configuration. It offers a unique SaaS service that takes into account product lifecycle management, which is not offered by other providers. We are a team made up of channel experts and developers who have a deep understanding of the IT Channel. We are committed to showing our customers Return on Investment.

It's like hiring an office assistant for a fraction the cost of an office assistant. It does the job exactly the way you want. Every time. ResponsiBid makes it easy to give quotes. Simply collect the job details, run it through your pricing structure and then create a beautiful proposal. The specifications can be collected by your staff over the phone or in person. Once you feel comfortable with running your quotes through ResponsiBid you can also install ResponsiBid on your website for customers. ResponsiBid lets you simply enter the job details for a job that you would like to quote. The proposal will then be generated. This will allow customers to see why you are worth more money because of all the value that you offer. Customers will be able see video, package prices, and much more, so they will want to buy.

Attract importers, exporters, and agents. Freightalia's solutions allow you to send accurate estimates quickly and professionally. Freightalia is the most powerful automated quoting system for freight forwarders. It can be customized to meet your specific needs, country, or service. It's easy to use and intuitive for both you and your customers. The system works in the cloud so no IT infrastructure is required. Freightalia makes it easy to find the right plan for you and how much more efficient it can make quoting. Freightalia is a product that will pay for itself because of all the time it saves. Freightalia allows you to send beautiful quotes directly to your customers. You can see exactly when a quote was published and when it was viewed. Also, you can see when it was accepted and when it is still pending. Freightalia offers a variety of results-oriented features to help you outperform your competition and grow your business.

Your spreadsheet can be turned into a website calculator to boost your business! Your website visitors can turn the knobs to calculate their price, ROI, and savings. You can create custom calculator pages and forms that you created by yourself. This would take weeks for a team of developers to build. Calculators simplify complicated numbers. Calculators simplify complex numbers and help you explain pricing, features, or return-on investment to your audience. A website calculator form will increase your online conversion and help you to instantly capture more leads and sales. You can easily create a page and embed your form on any website. We have embed methods that work on all platforms and your calculator can be embedded on any website. Drag and drop calculator builder that allows you to include all the questions types you need. Our formula builder makes it easy to create complex formulas. All Excel formulas are included in the box. To reuse formulas, create variables or datasheets that can be used to calculate large tables of data.

Business Bits is an ERP software that is cloud-based and specifically designed for MSME units. It is simple to use, easy to customize, and has many notification options. Customers can choose the functionality they want to use to control their costs. We only charge for what you actually use.

Solar companies need sales and management. Jigawatt's integrated CRM for solar leads allows you to generate, manage and convert quality leads. Your prospects will make a great first impression and your reps will be able to strike while they're hot. You can inspire and educate site visitors to go green with our web tools. Jigawatt was created by a group of solar professionals who have years of experience in both the field and the office. It has been tested in real-world situations and is now fully operational, profitable, and full-stack.

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.

Quote Manager CPQ for Microsoft Dynamics 365. Microsoft Dynamics 365's powerful add-on, Quote Manager CPQ, is fully native to Microsoft Dynamics 365. This add-on allows sales teams to quickly create and send professional branded quotations from Dynamics 365. Quote Manager CPQ, the only Quote/CPQ software 100% dedicated to Dynamics 365, holds all configuration, data and set up data in Dynamics. You have complete control over any customizations or use of standard Microsoft Dynamics 365 features like queries, charts, views, workflows, and views. The standard Excel export/import functionality for Product Database modifications is used, along with PowerBI dashboards or PowerApps. Standard Word Templates and other add-ons control the output of quotes. Quote generation. Search over 10,000+ products. Filter by category, make and supplier. You can add products to the quote, modify the layout with comments, sub-totals and edit descriptions

Tolteck is the best software for invoicing and estimating, specifically designed for contractors. It suits self-employed people and small businesses. Tolteck allows you to quickly and easily create professional-looking documents. Open Tolteck from anywhere, at work or on the construction site. Create a new document, select your client, add labor and materials, and then save it. You can create flawless documents in just 5 minutes! This software is powerful and intuitive. No installation or configuration required. It is designed to provide the functionality you require, without any hassle. Software that creates estimates and invoices in minutes. All your business documents, clients, and materials at your fingertips. Compatible with all devices. This is not a generic software. Tolteck was developed in collaboration with contractors to create the best digital tool for your business.

You can quickly generate detailed and personalized quotes and store them in the cloud. Then, you can send them to customers with just one click. We created a simple and practical tool. The quick video guide makes it easy to learn how to use Quotadoo® in just a few seconds. You can drastically reduce the time it takes to create and send quotes with quotadoo®. You can save hours with quotadoo®, and get back your time. A professional presentation can increase the success of your quotes. You can save up to 90% compared to manual models. Impress your customers and beat your competition over time. Create and deliver your quote instantly while you are at the customer's by connecting with your tablet. You don't need to install anything: quotadoo®, which is secured through Cloud technology, can be used anywhere you are, whether you're at work, at home, or on the go.

COVALYZE optimizes the entire strategic procurement process, from demand management to RfP comparability. COVALYZE provides a better category data set that includes all technical business specifications in a structured format. You can get new insights into your category data by combining supplier prices with detailed business specifications. How can I reduce the number of article variants? What business features are driving the category's price? Book a demo session today! COVALYZE is an online platform for OEMs and enterprise producers who want to reduce the cost of sourcing components and services while speeding up time to market. COVALYZE gives you all the information you need to start your negotiations. You can find everything you need: price of components, high-priced suppliers, overpriced parts and many other things.

Trackfront is the perfect solution for managing projects, jobs, or teams every day. It allows you to work faster, smarter and more efficiently than ever before. Trackfront's suite can be used individually or together depending on your specific needs. Trackfront's tools can all be customized to your work style so you can make them your own. Your chances of winning a business are greatly increased if you respond quickly to leads with a custom proposal. Trackfront makes it easy to quickly create cost estimates and custom proposals. It can be difficult to work with clients and internal teams on multiple projects. Trackfront makes collaboration easy and efficient by managing all communications and file sharing, approvals and approvals. It also manages project stages, milestones and deadlines. It is the fastest way to ensure profitability. Trackfront makes it easy to manage time and expenses.