What is a Quoting Software?
Quoting Software allows businesses to create, track, manage and streamline the quoting process. Allows users to create customizable and professional-looking quotes. Enables users to automate the process of creating quotations, maintaining records, generating required reports, and emailing quotes to clients. Quoting Software also allows customers to view quotes online and sign electronically.
Quoting Software allows users to set a standardized procedure, pricing, and compliance with local Government rules & regulations. Enables users to create personalized quotes as per their customer requirements. Allows users to generate quotes and proposals in multiple file formats and share them with their clients through multiple channels. Enables users to convert quotes into invoices.
Features of Quoting Software
List of Quoting Software
When you start looking for the best quoting software, it is easy to get overwhelmed with the list of options available. Here is the handpicked list of quoting software to choose as per your requirement:
1. iQuoteXpress
iQuoteXpress is a cloud-based quoting software suitable for businesses of all sizes. It includes quoting and sales processes, automating proposals, dynamic cataloguing, flexible integration, etc. Allows users to create, send, and track sales quotes. Provides a pricing configuration engine and in-built templates that allow users to create accurate and engaging sales quotes quickly.
iQuoteXpress quoting software allows users to create customizable quotes or proposals. Available on a monthly subscription. It also offers a free trial.
Key Features:
- Allows users to integrate with third-party applications, such as Salesforce, Oracle, Zoho CRM, etc
- Provides back-end tracking tools with comprehensive data
- Provides analytical and reporting solutions that allow users to track proposals
- Also allows users to schedule quotes or proposals
To know more about iQuoteXpress Quoting Software features and product options, click here to continue.
2. GleanQuote
GleanQuote is a cloud-based quoting software suitable for businesses of all sizes. It includes e-signature, customizable branding, data synchronization, pricing, etc. Provides drag-and-drop options that allow users to create proposal templates and convert them into web pages. GleanQuote quoting software also enables team members to manage single or multiple quotations.
GleanQuote allows users to store a catalogue of products and services on a unified platform. Provides in-built templates that enable users to create and send quotes in multiple languages. It also offers a free trial.
Key Features:
- Allows users to create HTML pages for proposals to allow customers to sign from any device
- Enables users to track client views and create reports based on time, date, and section visits
- Also allows users to monitor proposal submissions and send reminders to customers
- Allows users to integrate with third-party applications, such as QuickBooks, Salesforce, Stripe, etc
To know more about GleanQuote Quoting Software features and product options, click here to continue.
3. QuoteWerks
QuoteWerks is a cloud-based quoting software designed for businesses of all sizes. Allows users to create, edit, and view quotes and proposals. Enables users to import product information by linking QuoteWerks to product database sources like external databases, Excel spreadsheets, and text files. QuoteWerks quoting software also allows users to preview, print, and email quotes online.
QuoteWerks provides an overview of the total amount of transactions, the number of quotes, and orders monthly, such as comparing the current month with the last month. Enables customers to view quotes online and sign electronically. It also offers a free trial.
Key Features:
- Allows users to integrate with third-party applications, such as ConnectWise, SugarCRM, Autotask, etc
- Also provides a built-in contact database
- Enables users to lock and unlock documents, change the DocType, and move single or multiple lines in the quote
- Supports all documents formats, such as Word, PDF, and Excel
To know more about QuoteWerks Quoting Software features and product options, click here to continue.
4. Zimit
Zimit is a cloud-based quoting software suitable for businesses of all sizes. It includes catalogues, automated proposals, quote analytics, etc. Allows users to create quotes and add resources, products, and managed services. Enables users to adjust timelines, add discounts, and switch pricing models. Zimit quoting software allows users to track various metrics and their thresholds during the quote approval procedure. Available on a monthly and annual subscription.
Key Features:
- Allows users to integrate with third-party applications such as Oracle, Salesforce, SAP, Replicon, etc
- Also enables users to add proposal content automatically
- Allows users to check the KPIs, see the quote details to click approve
- Enables users to forecast resource demand and service revenue in real-time
To know more about Zimit Quoting Software features and product options, click here to continue.
5. PowerTrak
Powertrak is a cloud-based quoting software suitable for businesses of all sizes. Allows users to create, manage, and send estimates, quotes, and proposals. Enables users to customize documents and add company logos. Powertrak quoting software allows users to manage and optimize prices with discount approval workflows, shipping and tax calculations, margin markups, etc. It also offers a free trial.
Key Features:
- Enables users to update product models and shopping cart contents instantly when changes are made
- Also provides a mobile app for iOS and Android
- Allows users to view their product from multiple angles and control the zoom
- Provides drag-and-drop 2D and 3D configurators with virtual reality
To know more about PowerTrak Quoting Software features and product options, click here to continue.
6. Cincom CPQ
Cincom CPQ is a quoting software designed especially for manufacturing companies and other businesses offering complex products and services. It includes quote generation, product configuration, sales proposals, etc. Allows users to create real-time pricing, and product configurations and delivers accurate proposals at the sale point. Cincom CPQ quoting software provides users with cross-selling and up-selling recommendations and visualizes the current product configuration.
Cincom CPQ allows users to set permission and determine access for individuals. Enables users to pull content and information from external sources, such as ERP and CRM systems, to create sales proposals. Allows users to create 3D models automatically, create visualizations, etc.
Key Features:
- Allows users to integrate with third-party applications such as Microsoft Dynamics, Salesforce, etc
- Enables users to generate pricing for special requests and discounts
- Supports multiple currencies that allow users to price their products for the global market
- Available on-premise and a cloud-based
To know more about Cincom CPQ Quoting Software features and product options, click here to continue.
7. eRep CPQ
eRep CPQ is a cloud-based quoting software suitable for businesses of all sizes, such as plumbing, fire protection, electrical, etc. It includes approval workflows, proposal generation, product configuration, custom dashboards, etc. eRep CPQ quoting software allows users to prepare quotes, track opportunities, perform engineering selections and submit products.
eRep CPQ provides customization plug-ins that enable users to replace old spreadsheets and integrate calculation tools with the pricing engine. Available on a monthly subscription and provides support via email, phone, and other online measures.
Key Features:
- Allows users to integrate third-party applications, such as SAP, Intuitive, Microsoft, Salesforce, etc
- Enables users to plan for changes in seasonal and economic demand cycles
- Allows users to automatically create a product proposal in PDF for attaching to the quote
- Also allows users to set automated discounts
To know more about eRep CPQ Quoting Software features and product options, click here to continue.
8. Configure One
Configure One is a cloud-based quoting software designed for sales configurator, proposal generation, customizable products, or having multiple options. Its configurator solution is compatible with small to large businesses. Allows users to create quotes, real-time three-dimensional graphic displays, etc. Configure One quoting software also enables customers to see live visualizations of their selected options.
Key Features:
- Allows users to integrate third-party applications, such as SAP, Oracle, NetSuite, Salesforce, etc
- Allows users to create customizable quotes with the brand logo
- Its point-and-click admin setup makes it easy for users to define the rules for each product
- Also allows users to manage sales and production
To know more about Configure One Quoting Software features and product options, click here to continue.
9. ConnectWise Sell
ConnectWise Sell is a cloud-based quoting software suitable for businesses of all sizes. It includes quotes, proposals, product sourcing, workflow automation, etc. Provides in-built customizable templates that allow users to create intuitive quotes and proposals. ConnectWise Sell quoting software allows users to attach supporting documents, capture e-signatures, store credit card information and create interactive video proposals.
ConnectWise Sell allows clients to customize their orders and instantly accept their quotes with built-in e-signature capabilities. Streamlines the quote-to-cash processes that enable users to create accurate quotes and proposals quickly. It supports Linux, Windows, and Mac operating systems.
Key Features:
- Allows users to integrate third-party applications, such as Salesforce, Netsuite, TechData, etc
- Provides sales analytics with the product line, supplier, revenue, etc
- Allows users to create and deliver an interactive presentation via a personalized URL
- Also provides a portal that users can use to contact their clients
To know more about ConnectWise Sell Quoting Software features and product options, click here to continue.
10. Salesforce CPQ
Salesforce CPQ is a cloud-based quoting software suitable for small to midsize businesses. It includes quote generation, streamlines quoting approvals, ensures sales compliance, image-based product selection, etc. Allows users to identify cross-selling and up-selling opportunities. Salesforce CPQ quoting software enables users to attach datasheets, add a partner to a sale, show or hide component pricing, etc. Automatically generates renewal quotes based on add-on quotes and original quotes.
Salesforce CPQ allows users to manage multiple pricing and discounting options, such as volume discounts, percent of total subscriptions, pre-negotiated pricing, etc. Enables users to create quotes in PDF format and attach them to emails. Allows users to store and track documents for audit logs.
Key Features:
- Allows users to uphold consistency in discounts and pricing by setting clear rules
- Allows users to combine the right blend of components in each quote
- Provides in-built templates that allow users to create a customizable quote
- Allows users to integrate quotes with e-signatures to close deals faster
To know more about Salesforce CPQ Quoting Software features and product options, click here to continue.
11. Quoter
Quoter is a cloud-based quoting software designed for service-based businesses. Allows users to manage the entire quoting lifecycle using e-signature, tracking, and automation tools. It includes a product configurator, quote/proposal creation, and online payments. Provides in-built templates that enable users to add various content, such as pricing, quotes, product descriptions, etc.
Quoter quoting software also enables users to create customizable sales quotes with the brand logo to establish brand visibility. Available on monthly subscriptions and provides support via phone, documentation, and other online measures.
Key Features:
- Enables users to embed their agreement via e-signatures into the quote with online quote acceptance and payment
- Also enables users to create quotes with special promos and discounts
- Allows users to integrate with third-party applications, such as MailChimp, Zapier, PayPal, etc
- Allows users to set the status of quotes, such as follow-up, pending, fulfilled, etc
To know more about Quoter Quoting Software features and product options, click here to continue.
12. Paperless Parts
Paperless Parts is a cloud-based quoting software for machine shops in the defence, aerospace industrials, and medical devices industries. Provides a central repository that allows users to track quote status and historical information. Paperless Parts quoting software also provides a geometry engine analyzer for parts based on various manufacturing processes that allow users to identify potential issues like tight corners and deep holes or areas that require special tooling.
Key Features:
- Its CAD viewing and secure collaboration allow users to communicate with your team, customers, and vendors easily
- Also allows users to set customizable expedite options per part
- Its Smart RFQ form and digital quotes simplify requesting and accepting quotes
- Paperless Parts works on desktops and any mobile device and also offers a free trial
To know more about Paperless Parts Quoting Software features and product options, click here to continue.
13. Conga CPQ
Conga CPQ is a quoting software suitable for businesses of all sizes. Provides Quote-to-Cash, a process of driving revenue for users. Allows users to establish quotes to receive invoices by providing a full view of its customer segments. Conga CPQ software also enables users to turn Excel into an online user interface for the CRM system.
Conga CPQ allows users to analyze quote elements and compare them with their top-rated sellers and deals. Enables users to evaluate customer data and identify patterns according to their products and services. It also offers a free demo.
Key Features:
- Allows users to integrate with third-party applications, such as Salesforce, Microsoft Dynamics 365, etc
- Available on-premise and a cloud-based
- Also allows users to integrate with Apttus Intelligent Contract
- Enables users to turn finalized quotes into contracts
To know more about Conga CPQ Quoting Software features and product options, click here to continue.
14. CIS Configurator
CIS Configurator is a quoting software designed for businesses of all sizes. It includes quote generation, automated configuring, pricing, etc. Enables users to streamline information flow and eliminate multiple data entry efforts. Allows users to create, edit, review, and copy quotes. CIS Configurator quoting software enables users to create multiple pricing strategies and add promotions, discounts, and taxes in quotes.
CIS Configurator allows users to attach supporting documents, such as business agreements, product catalogues, and invoices, in the quotes while sharing them with customers. It also offers a free trial.
Key Features:
- Allows users to integrate with existing applications, such as CRM and ERP applications
- Available on-premise and a cloud-based
- Supports multiple currencies and provides conversion price-lists
- Also enables users to store quotes in a centralized database
To know more about CIS Configurator Quoting Software features and product options, click here to continue.
15. Zigaflow
Zigaflow is a cloud-based quoting software suitable for businesses of all sizes. Allows users to create quotes quickly and convert them into projects, invoices, and purchase orders. Provides an in-built PDF templates library that enables users to design personalized quotes using custom logos, colours, terms & conditions, etc. Zigaflow quoting software also enables users to schedule work and orders with different views – pipelines, calendars, charts, lists, etc.
Zigaflow allows users to set permission and determine access to individuals as per requirements. Enables users to set automated alerts and reminders for pending quotes and upcoming site visits. Allows users to create service tickets manually and assign them to team members.
Key Features:
- Allows users to integrate with third-party applications, such as Xero, QuickBooks, Sage, Stripe, etc
- Also allows clients to accept quotes quickly and sign electronically
- Enables users to gain insights into project schedules, sales orders, overdue purchase orders, etc
- Also includes CRM and inventory management
To know more about Zigaflow Quoting Software features and product options, click here to continue.
16. XaitCPQ
XaitCPQ is a cloud-based quoting software designed for businesses of all sizes dealing with configurable products’ complex pricing. Allows users to design intuitive screens, add calculations, pricing rules, etc. XaitCPQ software enables users to capture website data in a controlled form, such as running rules, performing complex calculations, etc. Pricing is available on a monthly and quarterly basis. It also offers a free trial.
Key Features:
- Enables users to integrate with third-party applications, such as Salesforce, Sage, etc
- Also enables users to create quotes in PDF and Word formats
- Allows users to ensure that out-of-date or incorrect prices are never used
- Eliminates errors as the system adheres to a copy and paste protocol
To know more about XaitCPQ Quoting Software features and product options, click here to continue.
17. Oracle CPQ
Oracle CPQ is a cloud-based quoting software suitable for businesses of all sizes. It allows users to choose the optimal products based on their customers’ needs and configure all types of solutions, such as subscriptions and bundle services, based on configurator choices. Its automated workflows allow users to track orders for review and approval to ensure commercial viability and reduce approval difficulties. Oracle CPQ quoting software also provides detailed analytics and report functionalities that allow users to understand sales processes’ effectiveness better.
Key Features:
- Allows users to create customizable and professional-looking quotes to match their customers’ needs
- Enables users to set the discount level that optimizes the chance of winning the deal
- Allows users to create bills of materials (BOM) depending on the configurator choices
- Enables customers to sign quotes online and helps users to close deals faster
To know more about Oracle CPQ Quoting Software features and product options, click here to continue.
18. Experlogix CPQ
Experlogix CPQ is a cloud-based quoting software suitable for businesses of all sizes. Allows users to manage orders and quotation processes to serve B2B and B2C marketing across various industries, such as technology, service, manufacturing, transportation, etc. Experlogix CPQ quoting software enables users to customize orders with colours, textures, business branding, etc. It also offers a free trial.
Key Features:
- Enables users to configure price and optimize quotes using a deep parametric product configurator
- Also allows users to manage multifaceted quote-to-cash requirements
- Allows users to integrate with third-party applications, such as NetSuite, Salesforce, etc
- Available on-premise and a cloud-based
To know more about Experlogix CPQ Quoting Software features and product options, click here to continue.
19. Infor CPQ
Infor CPQ is a quoting software suitable for businesses of all sizes, such as fashion, aerospace, furniture, and agricultural equipment businesses. Allows users to create customizable quotes and share them with their clients. Enables users to create quotes using previously saved format. Infor CPQ quoting software allows users to access customers’ current data and transactional history to provide personalized offers.
Infor CPQ allows users to create Bills of Materials (BOMs) and instructions and send them directly into your ERP system to generate detailed proposals for their customers. It also offers a free trial.
Key Features:
- Enables users to create 2D and 3D product presentations for faster ordering and customer confirmation
- Also enables users to understand customer data and use it on multi-channel campaigns
- Allows users to integrate with third-party applications, such as Microsoft Exchange, Outlook, etc
- Available on-premise and a cloud-based
To know more about Infor CPQ Quoting Software features and product options, click here to continue.
20. Estimo
Estimo is a cloud-based quoting software designed for businesses of all sizes. Provides teamwork and workflow approval features that enable users to add specific collaborators to estimation processes. Allows users to access the client’s data and manage pricing changes that include updating rate cards, products, and roles. Estimo quoting software can be accessed from various devices, such as desktops, phones, and tablets. It also offers a free trial.
Key Features:
- Enables users to re-use relevant estimates and generate new ones using product data and in-built templates
- Supports custom signatures, PDFs download, and multiple currencies
- Allows users to integrate with third-party applications, such as Jira, Harvest, and Slack
- Also allows users to create reports via JIRA project management API integration
To know more about Estimo Quoting Software features and product options, click here to continue.
Conclusion
In businesses, prices and specifications of products and services are frequently changing. Errors in the price calculation and spending too much time creating several documents can result in a slow process and inaccuracy in quote preparation. Quoting Software allows users to create accurate quotes to serve them effectively and deliver an excellent experience of dealing with clients.
