Best Quoting Software for Xero

Pylon's intuitive design software allows you to create accurate proposals from anywhere, in less than 2 minutes. Pylon is the only software that allows you to view high-resolution imagery within your app. Pylon's award winning 3D Solar Shading toolkit helps you identify and track shading impacts throughout the year. Pylon's load profile analysis and interval data analysis will help you and your team to better understand customer consumption patterns. Analyze load profiles & interval data. You can close more solar proposals by using interactive Web & PDF proposals and native eSignatures. Fully integrated solar CRM that integrates with your solar design software to convert proposals. Pylon Solar CRM offers 2-way SMS and email communications, team management, lead management and pre-made deal pipelines.

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.

1CRM is a highly customizable All-in-One CRM built for comprehensive management of small-to-medium businesses. Its core strength is the integration of order management (quotes, invoices, product catalog, purchase orders, inventory tracking and more), customer service and project management within a unified CRM framework.

You can create standalone projects easily or use your favorite CRM to do it in one click. All project details are available at a glance. You can also plan your resources using built-in Gantt charts. You can assign tasks, visualize progress of projects, increase team collaboration, reduce waste, and break down projects into organized tasks. PSOhub's Task Manager allows you to eliminate spreadsheets and make everything online. Self-driving time tracking allows you to bill clients more accurately and spend less time on timesheets. PSOhub makes it possible to stop making assumptions about resource allocation. Real-time insight allows you to manage your team and see what is ahead. PSOhub automates the invoicing process by automatically entering data. It's never been easier to bill clients and get paid.

PandaDoc document management software allows you to create and manage all types of business documents. PandaDoc document management software is powerful, secure, and integrated. It allows business users to create, track, track, and sign documents quickly and easily. PandaDoc is a powerful tool that can help you manage organizational documents like proposals, quotes and contracts, HR documents, and many more.

Learn how Keap can help you organize, automate daily tasks, and close more leads. Keap, previously known as Infusionsoft is the all-in one CRM for small businesses. Small businesses can do great work in a smarter way. Keap helps you organize your client information and daily work in one place. This will free you from repetitive tasks. All your leads, both new and old, are in one place. Access to all of your client information 24/7, anywhere. With easy scheduling and quoting, you can take the hassle out of winning work. Track outstanding invoices and get paid faster. Refer friends and build long-lasting relationships.

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.

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.

Cin7 is a web-based inventory system that allows businesses to manage their inventory from anywhere and in real time. Cin7 is suitable for wholesalers and retailers that sell omnichannel products. It integrates cloud inventory, point of sale, warehouse management, warehouse management, 3PL and direct EDI into one platform. Cin7 integrates seamlessly with Shopify, Magento and Xero, Amazon and Ebay.

Qwilr allows you to create stunning sales and marketing documents that will help you save time, and get more work. Qwilr has been trusted by thousands of businesses to beautify their communications. It is for forward-thinking, innovative teams. It's an interactive platform that is mobile-friendly that allows teams to rework sales and marketing collateral such as proposals, pitches and quotes into stunning web pages. Qwilr allows users to embed videos and maps, surveys, spreadsheets and other data into their documents.

WorkflowMax is a cost-effective, feature-rich solution that can help you increase project profitability. WorkflowMax is a cloud-based online workflow and job manager product from Xero. It has been used by more than 10,000 companies. These include time tracking, quoting, streamlined billing, job management, insights and reporting. WorkflowMax is ideal for creative agencies, engineers, surveyors and lawyers, IT companies and construction firms, consultants, and anyone who bills time.

LOCATE is a cloud-based inventory management and order management system that can be scaled to meet the needs of product-based businesses. LOCATE offers the power of an ERP system in the mid-market, from basic warehouse tasks like kitting, barcoding and tracking to more advanced workflows such as drop shipping, outsource production and wave picking. LOCATE is the ideal solution to inventory-based businesses looking for growth. LOCATE is flexible and intuitive software that was designed with the end user in mind. LOCATE's superior customer service is what sets it apart. Our customers aren’t just buying software; they are also partnering with a team that will help them succeed.

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.

A single platform allows you to build a business that is world-class. Systum allows you to manage inventory and sales from one software application. You can then transform your wholesale distribution business into an extremely profitable enterprise by leveraging the power of real-time customer data.

Execute every task seamlessly and ensure everything remains organized. Optimize your time, take command, and delight your clients with efficient scheduling, communication, and job documentation. Simplify your work experience with tools designed specifically for trades, encouraging customer loyalty. Arrange appointments quickly and receive confirmations instantly. Enhance your job booking process through online scheduling, client notifications, and straightforward methods to keep everyone informed. Effortlessly manage your teams with transparent calendars, essential notes, and daily responsibilities that make collaboration a breeze. Monitor tasks and projects to maintain clarity on progress. Oversee numerous projects with job sheets and pipelines that allow you to operate smoothly, consistently. Keep every task within easy reach. Access every quote, note, and assignment swiftly with mobile job files that revolutionize work management, making it significantly more efficient. Moreover, these tools empower you to focus on what truly matters—delivering quality service and building strong relationships with your clients.

Kaseya's Quote Manager will revolutionize your sales process. Transform your sales process. Streamline your quoting and procurement to boost revenue. Your strategic advantage in the sales arena is waiting for you. Our intuitive cloud platform enables all staff to quote and sell with ease, resulting in MSP success. Our intuitive drag-and-drop editor streamlines quote creation, ensuring polished, branded quotes. MSPs can now save time by avoiding the 20-minute ordeal. Modern electronic quotes will increase efficiency, reduce rebuilds, and speed up sales. Bid adieu to manual and time-consuming hardware acquisition. Our automation eliminates rework and streamlines the process to increase efficiency. We offer this modern solution, which eliminates manual steps and increases productivity.

Reclaim time, profitability and cash flow with Ignition by automating proposals, billing, payment collection and workflows in a single platform. Ignition is the leading contracts, billing and collections automation platform for accounting and professional services businesses to spark greater efficiency and profitability. With a vision to transform how professional services and their clients do business together, Ignition empowers 7,500+ businesses to reach their full revenue potential. To date, Ignition customers have engaged 2 million clients and generated US $9b in revenue via the platform. Ignition’s 180–strong global workforce spans Australia, Canada, New Zealand, the Philippines, US and the UK.

Powered Now is the UK’s best-selling business management software for trade businesses. You can invoice and quote anywhere you are, create forms & certificates, track your expenses, schedule your diary, chat with your team, and send fully customisable documents like job sheets, quotes, and invoices. All data is stored on your device (iOS, Android and Mac) and syncs between them. It also works offline.

Tall Emu understands that business owners and managers struggle to stay organized, keep track of all the happenings with customers, follow-up leads, know the status of projects, and what staff have done. That's why Tall Emu CRM software was created. It is an affordable alternative to expensive ERP. The best in class inventory management features of an expensive ERP system. This software also empowers your sales team to quickly quote at lightning speed and close more sales. If you want to keep track of your leads and nurture them into customers, managing your sales pipeline is essential. It is simple to use and powerful. Our online quote generator makes it easy to create professional quotes. You can add images, videos, links, and groups to your quote. Send it to customers via email or SMS so they can view it online. A map allows you to view customers, leads and projects. Visualize your sales territory and find the best opportunities immediately. Filter opportunities based upon your location and your schedule.

Trade & Service based businesses - Electricians, Plumbers, HVAC, Painting, Building & Contraction, Service Technicians, IT, Installers, Appliance Repair, Property Maintenance, Solar, Landscaping

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.

Onsight is an all-encompassing collection of mobile sales tools designed with the needs of manufacturers, wholesalers, and distributors in mind. With its adaptable interface and user-friendly design, Maxxor Business Solutions enhances sales efficiency by streamlining the ordering process. Accessible on iPads, Windows tablets, and Android devices, Onsight empowers sales representatives to efficiently handle client data, showcase the latest products to clients, and swiftly generate quotes and orders, all while being offline or traveling. This mobile solution not only supports sales reps in their daily tasks but also significantly boosts productivity and customer satisfaction.

BlinQ Software serves as an ideal solution for swiftly generating precise on-site quotes for window furnishings, allowing you to produce a quotation in just minutes instead of hours. Enhance your ability to attract, retain, and oversee both customers and leads to transform your business into a customer-centric entity. Effectively manage your leads, customers, and job locations while easily searching through them. Schedule appointments seamlessly in Google Calendars and assign the most suitable staff for each task, accommodating unlimited personnel and calendars while tracking leads efficiently. Improve your quoting process by delivering instant quotes that enable customers to conveniently click and accept them, with the option to create quotes directly on-site and email them for quick access. Monitor the status of your quotes—whether pending or approved—and convert confirmed quotes into actionable jobs. Additionally, efficiently handle invoices, payments, suppliers, and purchase orders to streamline your operations further. This comprehensive approach not only saves time but also enhances customer satisfaction and business growth.

FloQuote, a brand-new software application, allows you to estimate from the information, images and videos that clients send to you. e-quote can create an estimate for your client quickly and accurately using email, iMessage, WhatsApp, or any other method of communicating information. It doesn't require any additional software to send an estimate. However, e-quote works with your existing Field Service Software or your existing database if you have one. FloQuote, regardless of what software you use, will make your estimates quicker and more accurate.

The Folding macro from ToolBox has been crafted by experts who possess extensive experience with brake presses. Our approach considers various factors such as setup time, which is influenced by the longest fold length, the number of folds, the weight and dimensions of the piece, as well as the personnel required to manage the part. The tool generates outputs that include cycle time, setup time, and pricing. To streamline the process, we offer two adjustable settings that encapsulate these variables into percentage adjustments. Modifying the setup override percentage will respectively increase or decrease the setup duration necessary for bending operations; this setup time is a one-time charge irrespective of the bending volume. Consequently, as the quantity of parts that require bending increases, the setup time is distributed over more pieces, leading to a higher per-part cost when dealing with smaller batches and a reduced cost per part for larger orders. Once a drawing is uploaded through our 3D module, ToolBox efficiently identifies the appropriate layers for fold lines, inputs the fold lengths and quantities, and generates a flat DXF file for production. This streamlined process not only enhances productivity but also ensures accuracy in the folding operations.