Best Quoting Software for Microsoft 365

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.

Configure One Cloud, a Revalize, accelerates sales cycles, streamlines business processes, and drives efficiency with its leading CPQ solution. With over 20 years of manufacturing industry expertise, it enables the creation of unique product configurations, real-time pricing calculation, production data integration, and secure order placements all within a single application. Optimize your manufacturing and sales with Configure One Cloud's advanced CPQ system, tailored for complex product configurations and global scalability. Proud to be part of Revalize, a leader in CPQ, PLM, and design solutions that provide a more efficient route from idea to cash. Helping more than 15,000 customers worldwide to better design, model, develop, and sell $100B in products annually. Join hundreds of manufacturing leaders who are making Configure One Cloud the backbone of their digital transformation. Wherever your business journey starts, greater outcomes start with Revalize.

Envoy B2B is an eCommerce and wholesale content platform that recognizes that people are the most important aspect of your B2B. We place the emphasis on what is most important - your team. One destination for all. A digital catalog, order destination and rep enablement platform that empowers wholesale teams to support their retail customers and grow. Are you looking for content to engage your retailers as well? Envoy B2B Studios can bring modern go-to-market content production to your brand. We offer high-volume product photography, 360deg videos spins, 3D scanning and custom/lifestyle photography. Video capture/editing, interactive media creation, animation, and many other services.

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.

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.

Scoro is work management software specifically designed for service businesses that have grown weary of dealing with disjointed systems, unpredictable workloads, and shrinking profit margins. With its powerful features and intuitive interface, Scoro streamlines and optimizes the entire workflow of agencies, consultancies and other professional service businesses, providing them with a unified platform to manage all aspects of their operations. By consolidating essential functions such as project management, time tracking, collaboration, invoicing, and reporting, Scoro eliminates the hassle of switching between different tools and brings coherence to the work process. It enables businesses to gain better control over their projects, allocate resources efficiently, and monitor progress in real-time. Scoro's data-driven insights and analytics empower businesses to make informed decisions, identify areas for improvement, and drive overall growth and profitability.

Finally, a digital sales platform purpose-built for manufacturers that unites CRM, CPQ, and Commerce! Accelerate your sales process, win more deals and get ahead of your competition faster than you think. Our end-to-end sales software flawlessly aligns your customers’ requirements with your production capabilities in ERP and unites all your sales processes on one platform: CRM, CPQ, and Commerce.

FIELDBOSS, an end-to-end field-service software solution, is built on the Microsoft Dynamics Platform. FIELDBOSS simplifies complex operations and makes it easy to connect field service contractors with customers and equipment. FIELDBOSS empowers companies and provides real-time profitability information for management. The organization is managed by a team made up of Certified Microsoft Technology Specialists and Chartered Professional Accountants who have been providing high-quality service in the Microsoft solution consulting market since 1989. FIELDBOSS offices can be found in New York City, USA and Toronto, Canada.

Simplify the process of creating intricate quotes with GleanQuote's CPQ engine, allowing you to design tailored solutions for your clients in just minutes. Streamline the formalization of sales and product knowledge into a systematic approach that leads your team to optimal solutions for customers. Empower your team to efficiently generate successful proposals using a limitless array of fully customizable templates that highlight your offerings. Additionally, implement guiding frameworks and analytical tools within your sales workflow to ensure that your team remains concentrated and aligned with their objectives, enhancing overall productivity. With these features, GleanQuote not only accelerates the quoting process but also fosters a more strategic sales environment.

Transform your sales interactions into a cohesive, personalized, and easily monitored sales environment. Reduce the clutter of inundated inboxes by adopting a dynamic hub where all your sales and customer success resources are just a click away. You can effortlessly share demo recordings, collaborative strategies, essential documents, and learning materials, among other things. Differentiate yourself from competitors by integrating the complete sales journey into one streamlined, adaptable, and traceable workspace. We are dedicated to assisting you at every stage, from initial outreach and post-demonstration follow-ups to finalizing deals and continuing on to onboarding and managing accounts. With our support, you can ensure a seamless experience for your clients throughout the entire sales process.

Are you frustrated with quoting software that fails to evolve alongside your business? Clarity Software is here to help you work more efficiently. From the very first day, you can expect consistency, transparency, and assurance of profits. With automatic invoice generation from the confirmed quotes sent to your customers, you can trust that each invoice is accurate and professionally branded thanks to our customizable templates. Eliminate the hassle of following up on payments, as you can create intricate quotes in mere seconds and monitor progress until the job is completed. No more guessing—gain access to real-time pricing through comprehensive price lists. These lists allow you to categorize products from various suppliers as well as those that you manufacture in-house. Effectively manage your bill of materials and evaluate your cost versus profit margins. Keep track of all customer interactions seamlessly, from initial leads to finalized sales. Dive into your data to uncover insights on your successes and areas for improvement, ensuring you stay competitive in the market. With Clarity Software, you can streamline your operations and focus on driving growth.

Leverage rebates to enhance the sales of your offerings, as these are traditional incentives that encourage consumer purchases. Incorporate sales incentives and spiffs to improve channel performance while maintaining recommended retail prices. Utilize energy-saving rebates alongside portfolio tracking and reporting to maximize effectiveness. Motivate employees, customers, and affiliates to align with your strategic goals through various incentives. Maintain a comprehensive master price list and provide electronic quotes for convenience. Oversee and monitor sales opportunities throughout the selling process effectively. By integrating your quoting and incentive systems, you can establish immediate rebate programs and regulate street pricing, ensuring consistency and transparency across all sales channels. This approach not only boosts sales but also fosters a collaborative environment among all stakeholders involved.