282 results
Why Capterra is free
Jobber is perfect for home service businesses that want to keep jobs on track and provide a seamless customer experience. Try it free! Learn more about Jobber
Jobber keeps your jobs on track and your customers informed. Send quotes and invoices by text and email, schedule jobs more efficiently, and optimize routes. Give your crew the job details they need, see where they are, and get notified when a job is done. Send automatic payment reminders and take payments instantly in-person, online within 24 hours, or automatically every month. With a mobile app, free training, and simple setup, Jobber helps you save time while delivering 5-star service. Learn more about Jobber

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Quote & Proposal Automation Anytime, Anywhere designed for IT Solution Providers Learn more about ConnectWise Sell
ConnectWise Sell offers IT solution providers of all sizes a cloud-based quoting solution that enables the quote-to-cash process to run smoothly. Key features help technology businesses quickly generate quotes, follow up on them, and turn them into revenue with ease. Tight integrations with leading CRMs like NetSuite, Salesforce, and ConnectWise Manage provide end-to-end visibility into the sales pipeline from quote and proposal creation to ordering, fulfillment, and billing. Learn more about ConnectWise Sell

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Build, track, and eSign your docs all in one place using legally binding online signatures. Learn more about PandaDoc
Need to send out accurate proposals that will impress your clients without spending an hour or more on each one? PandaDoc allows you to create new quotes right inside your CRM with a single click, track quote views and signatures once theyre sent, and accept payment via secure credit card transaction fields. Learn more about PandaDoc

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
ERP software for job shops, custom and mixed mode manufacturers and make to order manufacturers. Learn more about M1 ERP
M1 is subscription cloud-based ERP software for manufacturers, enabling you to tie your business operations together in one system to centralized your data. It lets you coordinate and share data across various functions within your businessfrom sales, inventory, scheduling, production, shipping, and more. M1 helps you grow. Learn more about M1 ERP

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
simPRO is a powerful field management software that helps trade contractors streamline operations to increase profits. **Special : Sign Up in June & Get 50% Off Implementation Learn more about simPRO
simPRO provides a comprehensive software platform to help commercial & residential businesses streamline operations to increase profits. If you struggle with quoting & estimating, project management, or recurring maintenance, simPRO can help you job cost w/accuracy, design quotes specific to your business, work with the latest catalog pricing, and update your quotes as needed. Generate quotes with accuracy and gain visibility into all aspects of your business with simPRO. Learn more about simPRO

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Follow up on every opportunity and win new business by creating professional, customisable, online quotes or estimates on the spot. Learn more about Xero
Xero helps you win new business by creating beautiful, customised quotes on the spot. Never miss an opportunity by sending quotes to your prospective customers as soon as you've discussed the work they'd like done. Customers can accept, decline or comment on the quote with the click of a button, then you can easily edit and resend if you need to. Once the job is done, simply create an invoice from your quote, which they can easily pay online. Learn more about Xero

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Quoter is your sales system that increases capacity and reduces purchasing friction. Learn more about Quoter
Quoter is a modern, cloud-based quoting platform that helps technology service providers sell more and get paid faster. Created by the original developers that built IT Glue, Quoter is lightning fast, friendly to use, and designed to get more people quoting. Our unlimited user pricing plans coupled with our automation workflows allow you to empower more of your staff to sell, without fear of losing control. Learn more about Quoter

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Australia Local product
Flexile

Flexile

(0) Australia Local product
Manage your products your way, Quote quickly and accurately, Sell More with the Flexile CPQ Platform. Learn more about Flexile
Creating product line items is easy, managing individual variations becomes hard, building solutions or bundles of products adds complexity. Spreadsheets and wikis get out of control and become unmaintainable as you scale. Manage your products your way, quote quickly and accurately, sell More with the Flexile CPQ Platform. Learn more about Flexile

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Scoro is an end-to-end work management solution that enables you to control your entire workflow in one place. Learn more about Scoro
Scoro is an award-winning end-to-end work management solution that enables you to control your entire workflow in one place. In addition to project management features, Scoro provides all the tools you need to fully manage your business: work & task scheduling and tracking, collaboration, contact database & CRM, quoting and billing, advanced reporting, real-time dashboards, and much more. Sign up for a 14-day free trial to see for yourself! Learn more about Scoro

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
iQuoteXpress (IQX) is an affordable, fully supported, sales proposal automation solution. Integrates w/CRM & ERP or use standalone. Learn more about iQuoteXpress
iQuoteXpress (IQX) is an affordable, easy-to-use, fully supported sales proposal automation solution (a.k.a, configure, price, quote, or CPQ). Send more professional and more accurate quotes in less time. IQX integrates with Zoho, Dynamics, Salesforce, Oracle, and more with ease, and includes custom proposal templates, centralized product and pricing configuration, sales quote tracking and reporting tools, and much more. Per-user, per-month pricing. Learn more about iQuoteXpress

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Easy to use, fully scalable and highly effective print procurement management system. P3SOURCE Buy today, use tomorrow - easy. Learn more about P3 Software
P3SOURCE is an easy to use and highly effective print management system. Designed by print experts to manage the print sourcing and buying workflow from initial job specs to project delivery including: RFQ's, supplier pricing, price proposals, communication tracking, deadline tracking, shipping confirmation and more, Also includes pricing analysis, project management and powerful custom reporting. Buy today, use tomorrow - easy. If you buy print - you'll love P3SOURCE! Learn more about P3 Software

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Tradify is a quoting app built for trade & service based businesses. Quote, schedule, track & invoice on the go. Learn more about Tradify
Tradify is an all-in-one job management app designed to help trade businesses with 1-20 employees control business admin. Quotes, estimates, invoices, timesheets, field service management, purchase orders, scheduling and job reporting. Tradify handles it all with ease. Over 25,000 electricians, plumbers, HVAC, builders, and other trades around the world use and love Tradify. Our customers and their teams love Tradify because it's quick to set up and easy to use. Learn more about Tradify

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Finally, a digital sales platform purpose-built for manufacturers that unites CPQ & Quoting with CRM & Commerce Learn more about In Mind Cloud
Manufacturers, automate your quotes consistently accurate on 1 platform & find the best-match customer solution from standard to lot size 1. This is your ticket to exceeding buyer expectations, 24/7, across all channels. Product Catalog & Smart Selling; Quote Automation, Workflows & Approvals; Product, Service & Solution Configuration; Interactive 2D/3D Visualization in CAD & Maps; Manufacturing Costing & Pricing In Mind Cloud is the world’s only digital sales platform made for manufacturers. Learn more about In Mind Cloud

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Web based software to let you create proposals faster, make them look incredible, and win the job faster with digital signatures. Learn more about Better Proposals
Better Proposals helps you create your proposals faster, makes them look more professional and gives you all the tools you need to win the job as quick as possible. Knowing when your proposals are opened, forwarded and downloaded helps you follow up at exactly the right time in the most appropriate way. Allowing your clients to sign your proposals online means you can strike while the iron is hot. Sending better proposals creates you a better business. Learn more about Better Proposals

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Get work won, done and paid with the no-nonsense app made just for trades. Quotes, invoices, scheduling, payments click, click, done. Learn more about YourTradebase
Write quotes, estimates, and invoices, get customer approval, schedule work, take payments, manage teams, make notes and keep everyone in the loop, anytime, on any device. Made for trades, by trades, YourTradebase is a super-fast, no-nonsense app that helps you get work won, done and paid. Its quick, its easy and it saves trades an average of a day a week on paperwork leaving you more time to grow your business and do the things you love. Take it for a spin with a free 30-day trial. Learn more about YourTradebase

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Conga CPQ has the capabilities you need to deliver accurate quotes more quickly and create smarter deals. Learn more about Conga CPQ
More than 80 percent of B2B decision makers think sales reps are unprepared. And salespeople only spend about 22% of their time actually selling. What if you could empower your sales team to sell more, with a faster sales cycle? Conga CPQ leverages AI and machine learning to act as a “virtual coaching staff.” By eliminating manual processes and driving better selling behaviors, CPQ lets reps generate quotes faster and more accurately, ultimately leading to bigger deals at a higher win rate. Learn more about Conga CPQ

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Fully integrated, automated, and easy-to-use interface designed to help users sell faster, communicate quicker, and maximize profits. Learn more about Odoo
Sell faster, communicate more efficiently, and maximize profits with Odoo Sales. Quickly send polished quotations, with an easy-to-use eSignature feature and online payment options. Odoo Sales is fully integrated with other Odoo apps, and automates a number of time-consuming tasks, thus freeing users to focus on customer relationships and revenue. Learn more about Odoo

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Accelerate sales cycles with streamlined quoting and order capturing, including mobile functionality. Learn more about Cincom CPQ
Cincom CPQ provides a platform for quote collaboration and sharing functionality and reduces time-to-quote, while eliminating errors and improving accuracy. Mobile-friendly, mobile-responsive functionality lets sales reps assist customers in the office, on the road or even on-site. Providing relevant recommendations, guided selling features assist sales reps and help customers configure the right products tailored to their specific needs. Learn more about Cincom CPQ

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Bitrix24 is #1 free CRM with built in quotes and invoices. Unlimited quotes and invoices 100% free. 8 million clients worldwide. Learn more about Bitrix24
If you are looking for free quotation and invoices software, you are in the right place. Bitrix24 is a free CRM with unlimited quotes and invoices. Unlike other free quotation invoice solutions, Bitrix24 quotes and invoices are fully customizable and come with powerful tools, like multiple currency support, taxes, automatic numbering, product catalog and email marketing. Learn more about Bitrix24

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Top rated all-in-one solution designed for service businesses. Easily manage your jobs from when they come in until they are paid. Learn more about Fergus
Whether it's residential call-outs or large commercial jobs, Fergus full-service job management software for trades and service businesses gives you all the tools you need to run a successful business. Built by a plumber, Fergus takes care of all the details from quoting, scheduling and invoicing through to managing your team and Health & Safety. With more than 10 million jobs already created in Fergus, our visual workflow can help you manage all of your jobs on the go, whether it's 3 or 300. Learn more about Fergus

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Australia Local product
The leading commerce and client engagement platform for accounting and professional service firms. Proposals, Billing, Workflow in one. Learn more about Practice Ignition
The leading commerce and client engagement platform for accounting and professional service firms. Create and track proposals with built in contracts and engagement letters (terms), bill clients with variable payment options (recurring, one time, etc.) and get important business insights all in one place. Integrates with Intuit, Intuit Quickbooks, Xero, Gusto, Zapier and more to automate workflow effortlessly. Learn more about Practice Ignition

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Australia Local product
Built by industry experts, AroFlo is the most trusted field service software on the market. It automates businesses & transforms lives. Learn more about AroFlo
Built by a former tradesman, AroFlo has been turning around field service businesses since 2001. Our system was built for the cloud right from the start so it's fast, reliable and incredibly powerful. Everything you need can be accessed and processed using practically any mobile device, in any location. Scheduling, timesheets, job tracking, quotes, inventory, workplace safety, GPS tracking, document storage, invoices, customer payments, accounting integrations and more. Request a demo today. Learn more about AroFlo

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Manage mobile workforces with Synchroteam field service management (FSM) software. Create your free trial in <1 minute. Live support. Learn more about Synchroteam
Manage mobile workforces efficiently, streamline and optimize costs for businesses with Synchroteam field service management software. Synchroteam offers tracking, scheduling, dispatch, job management, reporting, CRM, quoting and mobile payment capabilities. Cloud-based SaaS with iOS and Android mobile apps. Integrates with Quickbooks and Zoho. Create your free trial in <1 minute and get organized with our affordable, powerful and customizable field service solution. Live support. Learn more about Synchroteam

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Australia Local product
Pylon Solar Design Software lets you design a solar quote in under 2 minutes for $0 Monthly Fees. Learn more about Pylon
Using Pylon Solar Design & CRM Software, Solar Installers can create a hi-res solar proposal in under 2 minutes. Complete with high resolution aerial imagery, 3D shading analysis, load profiles, financial modelling, and beautiful solar proposal designs, Pylon leaves nothing to be desired. Pylon is especially popular with solar installers because we are a premium solar design product with no monthly fees. Instead, Pylon charges users a low $4 / project fee. Learn more about Pylon

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
The next generation of PSA tool. Complete professional services automation package for software and services businesses. Learn more about CloudBlue PSA
CloudBlue PSA (previously HarmonyPSA) supports the entire business lifecycle, from lead generation to contract renewal. It is designed and built specifically for software and services businesses, automating business functions in a single platform, available from the cloud on any device. Learn more about CloudBlue PSA

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Are lengthy quote times eroding buyer interest? Reduce time-to-quote with DealHub's award-winning Quoting (CPQ) software. Learn more about DealHub
Are lengthy quote times eroding buyer interest? Reduce time-to-quote with DealHub’s award-winning quoting software. DealHub's highly intuitive quoting solution minimizes administrative tasks and streamlines sales operations to reduce the sales cycle and increase revenue. Native integration with your CRM (Microsoft Dynamics, Salesforce and Freshworks). Learn more about DealHub

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Bit2win CPQ cloud SaaS suite enables organizations to automate and optimize product configuration, quote creation and orders capture. Learn more about bit2win CPQ
Bit2win CPQ empowers sales, partners and customers to configure complex products/services, deliver accurate quotes and create smarter deals with most updated product and pricing information. Bit2win, designed for enterprises going digital and for sale processes and quoting automation, enables sale of tangible goods & subscriptions, recurring and use-based pricing, bundles and amendments to existing service contracts and provides among the top out-of-the-box pricing functionality on the market. Learn more about bit2win CPQ

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Quote, Propose and Close Anything in Minutes with GleanQuote. Learn more about GleanQuote
GleanQuote Guided CPQ gives your reps the tools to navigate your product and pricing landscape and make the right decisions at every step of the quoting process. Help your reps quote the right configuration and the right pricing in minutes instead of days. Learn more about GleanQuote

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Keap's platforms, Grow, Pro, Max and Max Classic provide all-in-one CRM, sales, and marketing automation software
Grow your business with the all-in-one CRM, sales & marketing software for serious business owners. Our platform organizes your customer information and daily work in one place, freeing you up from repetitive tasks so you have more time to focus on growing your business. Learn more about Keap

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
We help job shops and manufacturers of all kinds work smarter for improved efficiencies, greater flexibility, and bigger profits.
ECI Shoptech brings together industry-leading solutions E2 SHOP and JobBOSS to create the next evolution in job shop business management: JobBOSS². Designed for job shops and make-to-order manufacturers, JobBOSS² provides the flexibility manufacturers need to maximize productivity and profits, while scaling effectively. JobBOSS² gives you insight and visibility into your shop floor like never before with quick estimates and quotes, real-time data collection, flexible scheduling, and much more! Learn more about JobBOSS²

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
The fastest, easiest, and highest value Quoting Software. Automate everything from customer estimates to getting paid.
mHelpDesk is the easiest and most powerful solution for your business, automating everything from first customer quotes all the way to getting paid. We provide our customers with mobile and online tools that are unmatched in performance, reliability, and functionality. We've packed the best tools into one extremely easy-to-use and affordable package that requires no big upfront investment. And we have in-house product experts to get you up and running immediately. Learn more about mHelpDesk

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Australia Local product
Qwilr is a document design and automation tool for sales teams, including e-sign, analytics and smart integrations.
Create the perfect proposal, pitch, sales quote and more with Qwilr. Stand out from the crowd with Qwilr's easy to use page builder, extensive image and video library, designer-created templates and more. Add interactive quotes, e-sign, and automate essential sales tasks with integrations to your CRM and business software. Move conversations forward faster with page notifications and analytics on how the page is viewed. Learn more about Qwilr

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Australia Local product
The app for trade contractors & service businesses to cut paperwork, provide amazing service, and run a more productive business.
ServiceM8 is the app for trade contractors & service businesses, such as plumbing, electrical, HVAC & refrigeration, locksmiths, cleaners & gardeners — any kind of small business which manages jobs & staff in the field. We're a job, staff & client management solution, with everything to run your day-to-day in one place — digital job cards, scheduling, quotes, staff locations, client emails & texts, job notes & photos, online bookings, forms, asset management, invoicing & payments. Learn more about ServiceM8

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Proposify's the proposal software that gives you control and visibility into the most important stage of your sales process. The close.
Proposify is the online proposal software that gives control and visibility into the most important stage of your sales process. From deal design to sign-off, get the confidence and flexibility to manage and close all your quotes, contracts, and proposals. Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. And deliver a seamless sign-off experience for your customers and prospects. Learn more about Proposify

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Sales Automation, eCommerce, Augmented Reality, eCommerce Marketplace, works online and offline! The premiere patented mobile solution!
The premiere (and Patented) #1 mobile Business to Business sales solution that allows you to bring your products with you no matter where you are, with or without internet access. View all of your products, customers, complete order histories, conduct inventories and sell/share your products from anywhere. Additionally, Sales Reps can access RepZio on ANY connected device with our revolutionary web app. With RepZio you can manage your business anywhere, anytime, on any device! Learn more about RepZio

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
RFP360 empowers sourcing and procurement teams to centralize their entire RFx (RFP, RFI, RFQ) process in a single, digital workspace.
RFP360 empowers sourcing and procurement teams to centralize their RFx process — collecting insights, evaluating proposals and working with colleagues and vendors in a single, digital workspace. In addition to making smarter buying choices, customers improve efficiency, mitigate risk and increase engagement when issuing RFPs, RFIs, RFQs, vendor assessments and more. Our request management software introduces digital transformation and automation into sourcing routines. Learn more about RFP360

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Cloud based custom manufacturing solution with quoting, business intelligence, employee management, and more.
ShopVOX is a comprehensive web-based, easy to use management solution for custom fabricators. Our solution includes everything you need to run your shop - sales lead tracking, quoting, work orders, purchase orders, job management and scheduling, online proof approvals, Quickbooks integration, business intelligence, online credit card payments through Authorize.net, and much more. Perfect for - Sign companies - Printing companies - Apparel companies - Custom manufacturers - Job shops Learn more about shopVOX

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Award-winning enterprise work management software for project portfolio management (PPM) and professional services delivery teams.
Planview Clarizen is an award-winning enterprise work management solution for PMOs and professional services delivery teams. Robust project portfolio management (PPM) capabilities enable program managers and service team leaders to gain real-time visibility into work in progress, automate workflows, proactively manage risks, gain delivery confidence, and deliver greater business impact. Planview Clarizen is purpose-built for mid-sized and enterprise PMOs, EPMOs, PSOs, and ESOs. Learn more about Planview Clarizen

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Invoice2go makes it easy to send invoices & estimates, accept online payments and manage your business. Free 30 day trial.
Send professional invoices and estimates with Invoice2go. Try it free for 30 days. Easily create and send custom invoices with a few clicks, accept payments online and manage your business at-a-glance with business insights reporting. Looking for more tools to run your business? Invoice2go also features appointment scheduling, time tracking, expense tracking and more. Try our newest profiles and review features to increase visibility online and earn customer trust. Learn more about Invoice2go

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
FreeAgent has been voted the UK’s #1 accounting software for small business owners. (Accounting Excellence Awards 2020)
FreeAgent is award-winning online accounting software that’s designed specifically for small businesses and freelancers. Over 100,000 business owners and their accountants and bookkeepers use FreeAgent to create invoices, monitor cashflow, file tax returns and much more. With no confusing accounting jargon and a friendly support team on hand to answer any questions, FreeAgent makes it easy to keep your business admin on track. Learn more about FreeAgent

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Proposable empowers your company to create, deliver and track your quotes without the headaches.
Proposable empowers your company to create, deliver, and track all your quotes without the headaches. From creating and sending trackable web-based quotes, to closing the deal with integrated eSignatures, Proposable automates the entire quoting and proposal process from start to finish. Learn more about Proposable

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
A single platform for all your project management needs; from quotes to timesheets, job tracking, and costing, reporting and more.
A single platform for all your job management needs, used by 10000+ service businesses globally. See all your expenses in the job costing system and don't get stung with nasty bills. Instantly know how costs and invoices are stacking up in the job order costing system. See your estimated costs broken down into individual tasks. Measure actual costs as they come in, to see if your staff are quoting accurately. Get full visibility and view job profitability at a glance. Try it now for free! Learn more about WorkflowMax

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Online quoting tool that allows to accept quotes instantly, and integrates with Xero and QuickBooks Online.
Quotient is super-intuitive online quoting software that lets you create, send and manage your quotes. You'll save time and make more money with Quotient. Available 100% securely anywhere on the Mac, Windows and iPhone/iPad. Quotient seamlessly integrates with Zapier, Xero, QuickBooks Online, Insightly, Capsule, Highrise and MailChimp. Learn more about Quotient

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Inventory, order tracking, invoicing and reporting web app for SMEs across multiple locations - including manufacturing.
Web-based inventory, order tracking, invoicing and reporting system for small & medium sized companies across multiple locations - including production handling. See stock alerts, supplier availability & lead times. Track stock levels, cost, inventory value. Handle picking, serials, batches and barcodes, returns, consignment, drop shipping, internal transfers. Adopt Megaventory for successful management of your business and enjoy the user-friendly interface and comprehensive support! Learn more about Megaventory

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Take your company mobile, manage tasks, sales, quoting, work orders, maintenance, recurring contracts, timesheets, invoicing and more!
ServiceBox manages the end to end business process for the Commercial Service Contractor. With our web based software you can connect the office and the field techs instantly. Create quotes, work orders, scheduling, invoicing, payments, inventory, ongoing maintenance, recurring work, timesheets and much more. Customer that utilize ServiceBox see significant improvements to their overall workflow and reduce time to process paper by 96%. This leads to your bottom line and significant growth. Learn more about ServiceBox

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
Open source solution for all around business management from customers and orders to invoicing and inventory.
Open source solution for all around business management: Sales, Invoicing, Agenda, Stock, Purchase Orders, Emailing, Accounting, Expense report, Leave requests. Several hundreds of modules are available according to your need. Learn more about Dolibarr

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
QuoteWerks is an easy-to-use quoting and proposal solution enabling companies of all sizes to streamline their sales process.
QuoteWerks is an affordable turn-key quoting and proposal solution with over 86,000 Users in 101 countries. What sets QuoteWerks apart is its 55+ integrations with CRM (such as ACT!, Autotask, ConnectWise, salesforce, MS CRM, Outlook and more), Accounting (QuickBooks and Sage 50), Distributors (Ingram Micro, Tech Data, Synnex, and more), FedEx/UPS, Leasing, Sales Tax, Dell, Cisco, HP, CDW, and more. Learn more about QuoteWerks

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
The easiest to use omnichannel solution that brings together configure price quote (CPQ), B2B Ecommerce, and complete sales enablement.
Combined CPQ, CRM & B2B Ecommerce solution for manufacturers and distributors. Streamline sales from the inside to the outside, including dealer and distributor channels. Provide error-free quoting for simple and complex configurations, shorten sales cycles, and modernize your selling today. NetSuite user? Verenia also offers the only CPQ solution that is 100% native to Netsuite, not a plug-in or extension. Trusted by companies like Yamaha Motors, Bennington Marine, and Lovesac. Learn more about Verenia CPQ

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
For commercial subs and residential remodelers looking to run a more productive business. All-in-one solution with real-time insights.
For commercial subcontractors and residential remodelers only! Run efficiently, paperlessly, and with better insights on job performance than they ever had before. Offers both contract job and dispatch management tools. Syncs with QuickBooks. Features: Detailed quoting, project management, contract management, change order management, ACH/credit card payment processing, RFIs, scheduling, time tracking, progress invoicing, AIA-style billing, and more. Learn more about Knowify

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator
KashFlow Payroll online software includes everything you need for effective payroll in a small business
KashFlow Payroll includes everything you need for effective payroll in a small business. Pay monthly salaries and hourly wages from one place and easily update forms for employee, tax and insurance information. Easy to use online software. - Automatic Enrolment Made Easy - Every Payroll Essential - Automated processes - Effortless Payroll Management - Holiday Pay functionality Learn more about KashFlow

Features

  • Contact Management
  • Pricing Management
  • Client Portal
  • Product Configurator

Quoting Software Buyers Guide

Quoting software helps organisations accurately and efficiently predict costs and make estimates. Quote management applications can distribute quotes across a business, enable automatic pricing based on historical data, and easily integrate data such as customer profiles, case-specific terminology, and sales tax rates. Many quoting system tools directly integrate with accounting tools, enabling the automatic conversion of price quotes to invoices.

The benefits of quoting software

  • Improve efficiency: Quoting software collects and analyses data from multiple sources, including cost databases, emails, customer relationship management software, and past projects to generate quotes and create proposals. These systems eliminate cash transactions by allowing managers to transfer and receive funds online, while dashboard and reporting modules let managers track business performance and take corrective action. All of these functionalities combine to improve efficiency across organisations.
  • Increase accuracy: Quoting tool helps organisations create automated proposals, reducing the chance and instances of human error. These systems often include multiple tools to facilitate such automation, including email tracking, proposal generators, and cost monitors, helping businesses quickly create quotes and swiftly respond to requests for proposals (RFPs).
  • Brand building: Quoting tool lets organisations send proposals that include customised logos, icons, and specific colours in line with their brand guidelines to ensure customers recognise their business. Consistent brand communication helps organisations build and maintain brand recall.

Typical features of quoting tool

  • Contact management: Create and maintain contact records.
  • Quote/Proposal creation: Create professional-looking, branded proposals and maintain a central repository of previous proposals.
  • Third-party application integration: Integration with related third-party applications (e.g. CRM software, sales automation software, accounting software) to reduce data re-entry and improve workflow efficiency.
  • Automated quoting: Automatically generate rule-based quotes for clients based on their requirements, stock availability, and supply and demand rates.
  • Discount management: Configure rules for discounts based on amount/quantity ordered.
  • Pricing management: Create rule-based pricing for stock and manage prices according to changing demand.

Considerations when purchasing quoting tool

  • Integration with other solutions: Bid professionals need quoting tool that can seamlessly integrate with their existing software and tech tools to accurately predict costs and generate quotes accordingly. The quoting system must be able to transfer and receive data from third-party solutions, such as cost calculators, bid estimators, predictive analytics, and dashboard solutions. Software buyers should only shortlist quoting solutions that integrate with their existing systems.
  • Affordable cloud deployment: Cloud computing has transformed the technology landscape, and more and more vendors are moving their software infrastructure to the cloud. By adopting cloud-based deployment, users can reduce capital expenditures and obtain better asset security on a limited budget. Small businesses without sizable software budgets should shortlist quoting software options that don't exceed budgetary constraints.
  • Conversational bots will transform customer support: With mainstream adoption of chatbots and conversational technology, the rules of customer engagement will continue to transform. According to Capterra research, almost seven out of ten small businesses are currently using or plan to use conversational technology within the next few years. As conversational customer support bots continue to become more popular, expect quoting tool vendors to take notice and begin offering such features.
  • Predictive analytics and artificial intelligence (AI): Improvements in data management and data processing technology have enabled organisations to create machine learning algorithms that accurately predict the cost of goods sold and forecast sales. Expect this adoption to expand, as according to Capterra research, 50% of businesses are interested in implementing AI tech within the next few years.