Best Quoting Software for Avalara

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.

SAP Business ByDesign is an affordable, easy-to-use enterprise resource planning system (ERP) specifically designed for fast-growing small to mid-market businesses and subsidiaries of larger companies. From financials and inventory to customer relationship management and human resources, SAP Business ByDesign integrates all major aspects of your business for end-to-end visibility, added efficiency, and improved operational control. By serving as the nerve-center for your business, with all data flowing into a single, centralized system, SAP Business ByDesign enables real-time data access for faster, complete, more nimble decision-making. SAP Business ByDesign comes with workflows and best practices that help your business run operations more efficiently from Day 1. It also scales with your business, so you don’t have to change systems as you grow. Some of the key features of SAP Business ByDesign: Integrated system architecture that manages all your company dataSAP Business ByDesign Complete operational visibility and control End-to-end business process automation Precise real-time reporting and analytics Customization for business and industry-specific requirements Secure data access anytime, anywhere

WinMan ERP software is a powerful, scalable solution tailored for manufacturers and distributors. It enhances productivity, profitability, and efficiency by providing real-time insights, reducing waste, and eliminating duplicate tasks. Designed for businesses with complex manufacturing and distribution needs, WinMan adapts to changing circumstances and supports growth. As the Authors of our ERP solutions, we prioritise efficiency and flexibility, enabling informed decision-making and operational peace of mind.

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.

Are you fed up with not having enough time, money and resources to grow your business. Rev.io PSA (formerly Tigerpaw One) is a great way to take your technology services company to the next level without having to hire staff. Are you fed up with multiple systems that don’t communicate with each other? You no longer need multiple resources to accomplish your goals. Rev.io PSA can help you automate your business and streamline your operations. Are you fed up with losing money due to poor asset tracking? You don't know what's on your shelves, trucks, warehouses, at your customers' offices, or on your trucks. Are you fed up with not being able to collect on all your billable hours? Your profitability is dependent on how well your techs do their jobs. Labor is one of the biggest expenses. You can instantly view their work log, efficiency rates and even a snapshot about their billable hours with a tap of the finger.

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.

Nue is the #1 Revenue Lifecycle Platform on Salesforce. Nue is designed to meet the requirements of modern businesses. Configure dynamic pricing. Sell via any channel (self service + direct sales + in-app). Manage renewals and increase revenue. Know exactly when and what to charge. Nue allows RevOps to quickly deploy opportunity-to cash processes for direct sales and self-service, while providing complete, accurate analytics for Finance. Nue was built for SaaS companies that are growing fast and need a flexible, IT-heavy solution to manage revenue flows from end-to-end.

Quoter is an innovative cloud-based platform designed specifically for managed service providers (MSPs) that streamlines the quote-to-cash process by automating more than 30% of sales tasks. The platform seamlessly integrates with various systems such as PSA, CRM, distributors, payment processors, and accounting software to automatically fill in client, product, and pricing information. It accommodates an unlimited array of configurable line items and bundles, offers volume discounts, supports multi-currency pricing, and accurately calculates taxes and shipping—leveraging tools like Avalara. Additionally, it facilitates e-signatures and payment processing through options such as Stripe, PayPal, and ConnectBooster. Quoter also provides customizable branded templates, product configurators that include optional and single-select items, and distributor pricing that is aware of inventory levels. The platform enhances productivity with features like email tracking, automated follow-ups, manager approval workflows, and detailed cost and margin tracking, all while offering comprehensive reporting capabilities on quotes, margins, users, and product performance. Furthermore, businesses can benefit from its robust analytics to make informed decisions and optimize their sales processes.

Subskribe simplifies the process of quoting and invoicing dynamic deals with remarkable assurance. It offers a completely integrated experience that spans from initial quotation to revenue generation. This platform is capable of accommodating any kind of SaaS arrangement you can envision, including ramp-ups, bundles, and usage-based billing. By ensuring that all stakeholders are aligned, Subskribe allows both sales and finance teams to access the same data from a centralized database. As sales orders progress and evolve, they automatically update, eliminating the necessity for tedious manual reconciliation. Businesses no longer have to worry about how much to invoice during specific periods, as Subskribe streamlines the process of managing dynamic deals, enhancing both deal flow and operational efficiency. Built to accommodate deals that may change over time, Subskribe is centered around a single repository of dynamic orders, which can be adjusted at the line item level. This innovation eradicates silos and confusion, making sure that every detail is accurately tracked and managed. Ultimately, Subskribe empowers organizations to focus on growth and adaptability without the burdens of outdated processes.