Best Quoting Software for Mid Size Business - Page 3

To avoid errors when configuring complex products, create dynamic product bundles. To automate condition-based pricing, you can set up pricing rules and discount schedules. You can also apply special terms to your customers and get their approvals. Create PDF quotes using configurable templates. Sign off deals, negotiate terms, and automate recurring quotes. All pricing and configuration rules are visible. This will allow you to see exactly how the price was calculated. Automatic configuration of bundles and quotes. You can configure conditional adding/removing products at the quote level, and not just for bundles.

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.

SatQuote empowers outdoor service companies to secure more contracts by simplifying the management of leads and providing precise measurements, design creation, labor and material estimations, and compelling quotes that drive sales. The web application is user-friendly and designed to be intuitive, serving as a comprehensive platform for measuring, estimating, and quoting. Users can generate measurements using Google or high-resolution images, allocate products and services to specific areas, and swiftly produce quotes that effectively close sales. It allows for the rapid calculation of perimeter, area, and volume in feet, yards, or meters across various area groups, making the process efficient. Additionally, it offers instant AI-generated measurements for properties, enabling users to obtain results in seconds rather than days, regardless of the property's size, significantly enhancing the speed of the quoting process. Overall, SatQuote is designed to transform how outdoor service businesses approach their quoting and estimation tasks.

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.

Accelerate your quoting process, manage pricing effectively, and secure more deals using Salesforce CPQ. Designed specifically for the leading CRM platform, Salesforce CPQ equips businesses with essential tools to streamline their sales journey from quoting all the way to cash flow. This comprehensive solution is available in three distinct editions, one of which includes complete Quote-to-Cash capabilities that also facilitate billing and collections. With Salesforce CPQ, companies can enhance their sales efficiency and improve overall revenue management.

Experience precise and highly adaptable quoting solutions with QuoteFlare. This instant quoting and booking platform is ideal for service-oriented businesses like plumbing and cleaning services. With QuoteFlare, companies can generate unlimited quotes and manage bookings directly from their mobile devices or while on-site. Additionally, QuoteFlare provides an extensive array of templates and boasts the versatility to be implemented in various locations, ensuring seamless integration for any business. This flexibility makes it an essential tool for enhancing service efficiency and client satisfaction.

Streamline your workflow and increase your job opportunities with QuoteOnSite, a web-based quotation tool designed specifically for small to medium enterprises. This platform empowers users to manage their invoicing processes effectively while maintaining ongoing communication with their clients. Additionally, QuoteOnSite provides the ability to monitor engagement metrics like opens and clicks on custom quote pages, as well as to check the progress of invoices. Moreover, it enables users to create and dispatch visually appealing quotes and invoices seamlessly, enhancing professional interactions with clients and contributing to overall business growth.

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.

Manage your finances effortlessly with KashFlow, a highly acclaimed cloud-based accounting solution. Tailored for sole proprietors and expanding enterprises, KashFlow simplifies the accounting process, making it accessible and user-friendly, even for those without accounting expertise. With features ranging from creating quotes and invoices to handling payroll and generating reports, KashFlow ensures a straightforward experience that prioritizes ease of use. Whether you're a small business owner or an individual freelancer, this software is designed to meet your accounting needs seamlessly.

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.

eRep CPQ (configure Price Quote) software allows manufacturers and distributors to simplify complex quote-to order processes using a modern cloud platform. eRep allows sales teams to quickly quote accurately and sell smarter, while accelerating growth through faster sales rep onboarding, enhanced customer experience, and enhanced business intelligence. eRep acts as an independent bridge between your ERP and CRM while remaining platform agnostic – meaning that you don't need to use a specific ERP or CRM to take advantage eRep’s CPQ capabilities. eRep is a tool that can help you manage your sales pipeline, from guided selling to multi-channel sales, and it can even be used by independent reps to help you onboard new employees faster. eRep is more than traditional CPQ. It includes selection software and product-specific document generation - including technical drawing - making it an excellent choice for manufacturers!

Routzy is an innovative iPad application designed for sales that combines the advanced features of various business tools into a comprehensive mobile sales hub. Transform your leads into loyal customers today by ensuring all communications with prospects and clients are neatly organized in one central location. Ideal for on-the-go sales teams, Routzy swiftly generates optimized sales routes, allowing you to maximize your time in the field. You can craft impressive quotes instantly, enhancing your chances of closing deals while you’re out and about. Furthermore, it enables you to digitize existing paperwork and deploy customized forms to handle various scenarios seamlessly. Elevate your sales presentations to effectively convey your ideas and strengthen your pitches. With Dropbox integration, you can easily access contact information and monitor team activities. Routzy essentially turns your iPad into the quintessential standalone sales tool. In summary, this application merges the robust features and capabilities of multiple business productivity apps into one efficient sales platform, empowering sales teams to operate more effectively.

Managing quotes and contracts has never been simpler. You can now electronically sign documents and accept payments without delay. Generate a professional quote or contract with just a single click. Dispatch a document for electronic signatures and receive payments from your clients immediately. Monitor, oversee, and gain valuable insights into your business operations. Our productivity tools are designed to assist you in managing your tasks effectively. With just a quick look, you can determine if your customer has viewed, signed, approved, or declined any document. We offer a concise overview of your daily tasks, allowing you to concentrate on enhancing customer satisfaction. Thanks to our seamless integration with Stripe, collecting payments for your freelance or small business is possible from any location globally. Our application provides a streamlined method for sending payment requests to clients. You can keep track of outstanding balances, issue requests, and gather payments all within a single, cohesive platform, enhancing your overall efficiency. This approach not only simplifies your financial management but also contributes to a more organized workflow.

SeoToaster CRM is the perfect tool for any website-centric campaign or organization. It comes with a mobile-friendly landing page builder, full-blown Content Management System and Google News friendly blog system, as well as a Shopping Cart. It can also be hooked up to SeoSamba Marketing Operating System, allowing you to deploy in one click call track and multi-site activity tracking, as well access advanced marketing features. The SeoToaster CRM Ultimate mobile application allows you to connect to any number cloud or on-premise CRM installations. You don't need to log in and sign out of another app. You can access all your contacts and send them text messages, emails, or drive to their locations. You can also add notes, look at open opportunities, and see where they are in your sales cycle. All this from your smartphone. Inbound calls automatically create contacts in your CRM, before leaving notes and a recording of your conversation.

Imagine having the most reliable office assistant you can think of, but at a fraction of the cost. It consistently delivers results tailored to your specifications. ResponsiBid transforms the process of providing quotes into a seamless experience, simply requiring you to gather job details, integrate them with your pricing model, and generate an impressive proposal. Your team can easily obtain these details through phone calls or face-to-face interactions. Once you're confident in using ResponsiBid for your quoting needs, you can conveniently add it to your website, allowing customers to engage directly. This innovative tool enables you to input essential job information and swiftly produce a stunning proposal that not only offers precise pricing but also highlights your company's unique value proposition. Customers will be presented with informative videos, comprehensive package options, and much more, ensuring they are compelled to make a purchase rather than continue shopping. Ultimately, ResponsiBid not only simplifies your quoting process but also enhances customer engagement and satisfaction.

Draw in exporters, importers, and your representatives with Freightalia's innovative solutions, enabling you to deliver accurate estimates swiftly and professionally. As the most advanced automatic quoting system designed for freight forwarders, Freightalia is fully adaptable to your specific requirements, whether by country or service type. Its user-friendly interface makes it easy for both you and your clients to navigate. Since the system is cloud-based, all you need is an Internet connection—no additional IT infrastructure is necessary. Explore the ideal plan tailored to your business needs and see how Freightalia simplifies the quoting process. The time you save with this tool means it effectively pays for itself. With Freightalia, you can generate visually appealing quotes for your customers in real-time, while tracking the status of each quote—knowing when it was sent, viewed, accepted, or is still under consideration. By incorporating a range of performance-driven features, Freightalia equips you to surpass your competitors and expand your business reach significantly. Embrace this opportunity to enhance your operations and elevate your customer service to new heights.

Ascend offers essential sales tools that empower your team for success. Ensure bids are executed properly, expedite deal closures, and enhance the precision of your team's estimates. Boost visibility, utilize historical data effectively, and increase project margins with intuitive software solutions. Minimize the time it takes to deliver quotes while enhancing the reliability of your estimates. Create proposals more efficiently using templates and specification documents for faster approvals. Gain insights into your pipeline to foresee capacity challenges earlier, and seamlessly connect your systems for straightforward access to all customer information. With these tools, your team can work smarter and achieve greater results.

Zomentum is a sales acceleration platform that is exclusively designed for IT Partners. It combines pipeline management and proposal and quote builders, sales automation, reporting & analytics, and reporting & analysis to enable frictionless MSP sales. Zomentum makes it easy to create documents 70% faster, increase deal values by 600%, and convert more often. Today, Zomentum is used by thousands of MSPs to increase revenue, reduce sales cycles, and simplify buying. Our customers have generated close to $100M in revenues. Our mission is to build a trusted network of IT partners, revolutionizing the IT purchasing process for small and medium-sized businesses around the world.

ClientTether’s leading franchise management software was designed and built by franchisors to fundamentally change their system’s ability to scale growth, provide customers with an incredible experience, and to create meaningful engagement to boost retention and bolster their online reputation. It has grown to be the #1 Franchise Software in 2024 and the leading Franchise Sales CRM in the industry. Because we’ve been in our clients’ shoes, we made our franchise platform incredibly easy to use, simple to deploy, and powerful, so they can spend their time running their business and not letting their business run them. We help service businesses and FranDev teams optimize their lead response, sales, quoting, online reputation management, and operations processes through natively integrated automation tools including text, phone, email, chat, and internal communication. This is all tied to a CRM platform designed to support franchising and multi-site service companies with Data. Our Franchise CRM boasts leading proposal system technology that can be molded to your unique bidding system, payment processing, Quickbooks integration, online review automation, nurturing, referral request automation, and so much more. Your FranDev or franchisees can visualize their pipelines, potential at risk, and engage candidates seamlessly from one screen. You can build your entire franchise development process, send FDDs and get digital signatures, as well as manage franchisee communications, onboarding, and onboarding all from one place. Our dashboards make it easy to manage Zee performance. We also offer unparalleled support and onboarding!

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.

Quote Manager CPQ for Microsoft Dynamics 365 is a robust add-on that seamlessly integrates with the Microsoft Dynamics 365 platform. This solution empowers your sales team to quickly generate and distribute professionally branded quotes within minutes. Unique to Dynamics 365, Quote Manager CPQ ensures that all setup, configuration, and data management occur within the same system, allowing for complete customization and the use of standard features like queries, charts, views, and workflows. The quoting system leverages Excel's export/import functionality for easy modifications to the Product Database, and it also utilizes PowerBI dashboards and PowerApps for enhanced analytics. Furthermore, the output of quotes can be tailored using standard Word Templates or through various additional tools. With Quote Manager CPQ, users can efficiently search through an extensive catalog of over 10,000 products, applying filters by category, make, supplier, and product description. Additionally, the platform allows for the easy addition of products to quotes, enabling customization of layouts that include comments and subtotals, along with the ability to edit descriptions as needed. This comprehensive solution not only streamlines the quoting process but also enhances overall sales productivity.

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.

Tolteck stands out as the premier software solution for contractors focused on estimating and invoicing. Ideal for freelancers and small enterprises, Tolteck empowers users to swiftly and effortlessly generate professional documents. Whether you're working from an office or onsite at a construction project, simply launch Tolteck, initiate a new document, select your client, and easily input materials, labor, and job details using its efficient search system and automatic backups. In just five minutes, you can produce flawless documents! This software is both powerful and user-friendly, requiring no intricate installation or setup. Designed to deliver essential features without complications, it allows for the creation of estimates and invoices in mere minutes. With all your business information—including documents, clients, and materials—consolidated in one place, Tolteck is compatible with all devices. This isn't just any run-of-the-mill software; Tolteck has been meticulously crafted with contractors in mind, offering a customized digital tool that meets the unique demands of their businesses. Experience the ease and efficiency of Tolteck, and take your contracting work to the next level.

Quickly produce customized and detailed quotes, securely store them in the cloud, and effortlessly send them to your clients with a single click. Our goal was to design an intuitive and practical tool. With the help of a brief video tutorial, you can master quotadoo® in just a matter of minutes. By utilizing quotadoo®, you can significantly cut down the time it takes to generate and dispatch your quotes. Reclaim valuable hours in your workday with quotadoo® and take control of your schedule. Enhance the effectiveness of your quotes with a polished and compelling presentation. Experience time savings of up to 90% compared to traditional methods. Dazzle your clients and stay ahead of the competition: generate and present your quote instantly while meeting clients, using your tablet. There’s no need for installations; thanks to our secure Cloud technology, quotadoo® is accessible whenever you need it, whether you’re in the office, at home, or on the go. This ensures that you can always be prepared to meet your clients' needs, no matter where you are.

For those who handle projects, jobs, and teams regularly, Trackfront emerges as the ultimate tool for enhancing speed, intelligence, and efficiency in your work processes. The versatile array of tools offered by Trackfront can be utilized individually or in combination, tailored to fit your specific requirements. Furthermore, each tool can be personalized to align with your unique working style, allowing you to truly make it your own. Swiftly responding to potential leads with a tailored proposal significantly boosts your chances of securing new business opportunities. Trackfront streamlines the process of creating precise cost estimates and bespoke proposals with remarkable ease. Navigating the complexities of collaborating with clients or internal teams across various projects can prove to be quite daunting. However, Trackfront simplifies project collaboration by effectively organizing all communications, file sharing, approvals, project phases, milestones, deadlines, and much more. Ensuring your team remains on budget is the fastest route to maximizing profitability. With Trackfront, the management of time and expenses becomes effortlessly straightforward, empowering you to focus on what truly matters—delivering exceptional results. Ultimately, Trackfront is designed to elevate your project management experience, transforming challenges into seamless workflows.