Best Quoting Software of 2026 - Reviews & Comparison

Odoo

Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible.

1,729 Ratings

Starting Price: $25.00/month/user

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P3Source

P3 Software

Crafted by industry-savvy print experts, P3Source uses the latest SaaS technology, to automate the conventional 'Bid and Buy' RFQ process commonly used in the Printing and Marketing Services Industry. P3Source acts as a project management and collaboration hub, where users manage dozens of simultaneous projects, bringing together all the details, files, approvals, notes, and historical data in one easy-to-search place. It archives completed projects for future access and detailed reporting. The P3Source web Customer and Supplier portals tie together the entire supply chain. Customers submit requests, upload production files and approve projects. Suppliers submit quotes, accept orders, exchange files, post shipments and present invoices. This streamlined approach ensures quick, hassle-free transactions for all parties. Celebrate the future of print management with P3Source - easy, efficient, and made with you in mind.

16 Ratings

Starting Price: $999/yr or $2.61/day

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Firmao CRM

Firmao

Thanks to the implementation of the CRM Firmao software, you will create a customer database that allows you to shorten the time of customer acquisition, increase conversion at every stage of the sales process, as well as efficiently and comprehensively serve regular customers. Firmao helps to manage the work of the sales department, both in terms of the sales funnel, and acts as a contact center for regular customers of the company. Simple management of the customer base: - Multiple Sources of Opportunities - Automation of the sales process - Increasing the sales volume - Efficient contact with the customer - Comprehensive customer service - Execution of orders for customers It is implemented in companies where contact with leads or regular contractors is required. Firmao's CRM software is the best system for companies planning dynamic development. The implementation of Firmao's CRM is easy and quick. It takes about 1-2 weeks.

52 Ratings

Starting Price: $19 per user per month

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1CRM

1CRM Systems Corp.

1CRM is the All-in-One CRM solution for your business. Available on the Cloud or On-Premise, with quote and orders management, calendar/email, project management, product catalogs, marketing automation, customer service, inventory management and more! Highly customizable to suit the unique needs of your business, including a free Mobile Client App 1CRM has got you (and your customers) covered, whether you are in the office, or on-the-go! A complimentary guided tour of the system, with a 30-day free trial offered to every client, you are sure to hit the ground running from day 1 of your 1CRM experience, with professional services and training available, onboarding could not be simpler.

6 Ratings

Starting Price: $13.00/month/user

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Envoy B2B

Envoy B2B is a wholesale content and eCommerce platform that understands that people are the most important part of your B2B. We put the focus on what matters most - your team. We’ve built Envoy B2B to empower your reps, build stronger relationships with your retailers, and give your brand the power to build a stronger, more successful wholesale channel. One destination for all. An order destination, digital catalog and rep enablement platform that supercharges wholesale teams to support their retailers and grow. Are you also in need of content to engage your retailers? Envoy B2B Studios brings modern go to market content production to your brand. We offer high volume product photography, 360° video spins, 3D scanning, custom/lifestyle photography, video capture/editing, interactive content creation, animation, and more.

2 Ratings

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WinMan ERP

WinMan ERP Software

WinMan ERP is an all-encompassing solution designed to manage the operational, quality, commercial, and financial processes of manufacturers and distributors. It is particularly well-suited for companies embracing Lean strategies. Supported by our UK-based in-house development and support team, WinMan ensures a consistent and seamless experience throughout your journey. Its flexibility and scalability make it an ideal choice for a wide range of industries, offering On-Premises, Cloud, and mobile solutions to suit businesses of all sizes. With over 30 years of experience, WinMan focuses on continuous improvement and innovation to help organisations streamline processes, enhance productivity, and maximise ROI. Trusted by hundreds of active users worldwide, and with offices in the UK and US, our approach prioritises understanding your unique business needs to deliver a tailored ERP solution.

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Roadbase

Roadbase is an AI-assisted, quote-first planning platform for creative freelancers and agencies. Paste a project brief or attach a PDF, and Roadbase creates an editable first draft with a project summary, phases, tasks, roles, estimated hours, timing, assumptions, and estimate reasoning. Your team reviews and adjusts the draft, then applies its own role costs and billable rates, overhead, direct expenses, contingency, and target margin to build the quote. The visual timeline keeps tasks, timing, roles, hours, and pricing in the same project model. When the plan is ready, export the reviewed work breakdown, roadmap, and cost summary as a proposal PDF. After approval, carry the work into a simple Kanban workspace, assign tasks, keep comments with the work, track time by project and task, and compare actual hours with the estimate. Roadbase is built for creative service businesses in advertising, branding, design, video production, web and app work, and related consulting projects.

Starting Price: $10/month

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Housecall Pro

Housecall Pro is a top-rated, all-in-one business solution that helps home service professionals work simpler and grow smarter. With easy-to-use digital tools for scheduling and dispatching jobs, managing payments, automating marketing efforts, and more, Housecall Pro helps Pros efficiently manage every aspect of their business all in one place. This all-in-one tool allows professionals to offer their customers something their competitors are not able to. Housecall Pro allows businesses to move away from pen & paper to digital, streamlining their workflow and operations. Best of all, it's affordable and it even assists in helping small businesses transfer and import their existing client database with ease.

22 Ratings

Starting Price: $59.00/month

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ConnectWise CPQ

ConnectWise

ConnectWise CPQ, formerly ConnectWise Sell, is a professional quote and proposal automation software for IT solution providers. ConnectWise CPQ offers a wide range of tools that enables IT solution providers to save time, quote more, and win big. Top features include professional quote or proposal templates, product catalog and sourcing, workflow automation, sales reporting, and integrations with best-in-breed solutions like Cisco, Dell, HP, and Salesforce.

22 Ratings

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Rev.io PSA

Rev.io

Rev.io PSA, formerly Tigerpaw, is a business management platform for managed service providers. Our PSA platform was created as an end-to-end software solution that ties all aspects of your business into a single, robust application. Rev.io combines our PSA platform with a billing and customer management platform also designed for managed service providers. Our billing platform helps MSPs successfully monetize new voice products by consolidating billing and tax compliance.

5 Ratings

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Yodify

Yodify unifies Distributed Enterprise Catalogs (DEC) with powerful ecommerce and CPQ in one platform. Manage product data once and syndicate it across every channel—dealer, distributor, or direct—ensuring accuracy and consistency everywhere. Integrated ecommerce capabilities support both retail and complex B2B selling, from self-serve purchasing to configurable, quote-driven workflows. With native CPQ, customers can configure products, apply account-specific pricing, and generate quotes instantly, streamlining sales and reducing manual effort. Book a demo and see DEC-powered commerce in action.

4 Ratings

Starting Price: $0/month

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BlueSnap

BlueSnap's All-in-One Accounts Receivable Automation solution, formerly Armatic, is the highest rated software solution for Payment Processing, Billing/Invoicing, Recurring Billing and Subscription Management. Billing and Invoicing: Create beautiful invoices with our powerful invoice editor synced into your accounting system. Provide a customer portal, automatic charging, payment collection, and apply late fees. Recurring Billing & Subscription Management: BlueSnap provides enterprise-class subscription billing management for fast-growing businesses worldwide. Enable trial periods, manage plans, or prorate subscriptions. Payment Processing: BlueSnap is processor agnostic and provides integrations to all types of payment solutions from credit card payments, ACH, SEPA to wires. We handle partial payments, automatic failed payment retry, and automatic payment recovery.

3 Ratings

Starting Price: $35/user/month

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Zoey

Zoey gives distributors and manufacturers a B2B ecommerce website, self-service buyer portal, order management system, and native mobile sales app in one platform. Zoey becomes the central operating layer between your sales team, buyers, and back-office systems. Built on B2B-specific commerce logic: customer-level pricing, multi-account management, purchase approvals, net terms, and rep ordering on behalf of buyers. No-code storefront, no developers required. Inside sales teams manage quotes and approvals from a web dashboard. Field reps, delivery drivers, and trade show teams capture orders from a mobile app that works offline. Supports barcode scanning and AI ingestion converting PDFs and photos into order drafts. Built-in CRM, order management, quoting, and invoicing, no third-party add-ons. Native integrations: NetSuite, QuickBooks Online, ShipStation. Data mapper connects to any ERP without custom development. Cut manual order entry, scale without hiring.

3 Ratings

Starting Price: $600/month

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Followup CRM

Followup CRM is a simple sales and project management CRM built for construction companies that will give you visibility into your team’s activity, allow you to report your progress internally, and open up channels for transparent collaboration across teams. In other words, exactly what you need to take the next step as a successful business. Convert won opportunities to projects seamlessly without losing any data. Track milestones, manage processes, and integrate with external systems to ensure on-time delivery and happy customers. As every business knows, winning a client is only the beginning. Keeping everyone involved aligned in delivering the product or service, is the most important part of any customer relationships.

2 Ratings

Starting Price: $55/user/month

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WorkflowMax

Xero

If you're looking for a feature-packed yet affordable solution to help you supercharge project profitability, choose WorkflowMax. A cloud-based online workflow and job management product by Xero, WorkflowMax offers a comprehensive set of features loved by more than 10,000 businesses. These include quoting, time tracking, streamlined invoicing, job management, and insights and reporting. WorkflowMax is suitable for creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants and anyone who bills by time.

2 Ratings

Starting Price: $33/month

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LOCATE Inventory

New Tack Inc.

LOCATE is a scalable, cloud-based inventory and order management solution designed to help product-based businesses succeed in the mid-market. From warehouse basics, such as kitting, barcoding, and tracking, to advanced workflows like drop shipping, outsource manufacturing, and wave picking, LOCATE brings the power of an ERP system to the mid-market. LOCATE is the ideal solution for inventory-based companies looking to grow. Designed with the end-user in mind, LOCATE offers powerful features within a flexible, intuitive software. Above all, our superior customer service is what sets LOCATE apart; our customers aren’t just purchasing software, they are partnering with a team who will help them succeed.

2 Ratings

Starting Price: $100/month/user

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Scoro

Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: – Get a complete overview of your sales funnel and upcoming work – Estimate scope, track progress and budget burn, and bill for work in one system – Plan ahead with live heatmaps and utilization forecasts – Log time with built-in timers and auto-populated timesheets – Understand margins with role or service-level insights – Automate time & material, fixed-fee, and retainer billing – Track project income based on pipeline and committed work – Save time with automation and data-driven suggestions – Monitor progress, profitability, and capacity in real time Scoro gives you end-to-end visibility across your business.

1 Rating

Starting Price: $19.90/month/user

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SAP Business ByDesign

Navigator Business Solutions

The right ERP system for Life Sciences, Consumer Products & Distribution companies that are focused on growth and their systems are holding them back. Built for early-stage to mid-market companies that plan to grow. SAP Business ByDesign is a complete, cloud-based ERP solution for fast-growing, start-up to mid-market businesses and subsidiaries that want to scale without the complexity and unnecessary cost. With SAP Business ByDesign, you get an affordable way to manage your entire business as an integrated whole, from accounting and financials, purchasing, inventory, sales, and customer support, all the way to operations, logistics, project management, and human resources. 36 End-to-End Process Scenarios built-in Operational Performance Sourcing & Procurement Project Management Reporting & Analytics Accounting & Finance CRM, Sales, & Marketing Service Support Human resources (Suite-in-a-Box)

1 Rating

Starting Price: $22 per/user/month

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Configure One Cloud

Revalize

The Most Powerful CPQ to Accelerate Sales Cycles, Optimize Processes, and Drive Operational Efficiency—Backed by More Than 20 Years of Industry Experience. Empowering manufacturers with an advanced solution, Configure One Cloud customers report: • Enabled dealers to generate 40% of product configurations and 25% of sales orders, facilitating growth without increasing internal staff. • Reduced quote generation time by 50% and achieved 100% error reduction, streamlining the sales process and building customer trust. • Scalable environment for expansion, supporting a 400% growth rate and market diversification without compromising on quality or customer satisfaction. Some of Configure One Cloud Top Features: • Intuitive Advanced Rules Engine • Automated Multi-level BOM Generation • Dynamic Pricing Models • User-friendly Web Administration Interface • Seamless ERP/CRM Integration • Real-Time 3D Visualization Ready to transform your manufacturing process? Let's Talk!

1 Rating

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YourTradeBase

Forty Two

Run every job like clockwork and keep everything on track. Save time, take control and make everyone happy with smart scheduling, messaging and job sheets. So make life easier with tools made for trades, and keep your customers coming back for more. Schedule work fast and confirm in a flash. Get jobs booked in better with online scheduling, customer messaging and easy ways to keep everyone in the loop. Make managing teams a total breeze. Take charge of your teams with super-clear calendars, need-to-know notes and daily tasks that make teamwork a doddle. Track jobs and tasks so you know where you’re at. Manage multiple projects with job sheets and pipelines that help you run things like clockwork, day in, day out. Hold every job in the palm of your hand. Find every quote, note and task in a flash with on-your-phone job files that make managing work a million times easier.

1 Rating

Starting Price: $31 per month

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Kaseya Quote Manager

Kaseya

Revolutionize sales with Kaseya Quote Manager. Transform your sales process. Streamline quoting, procurement and boost revenue. Your strategic advantage in sales awaits. Unlock unprecedented profitability with our intuitive cloud platform, enabling all staff to effortlessly quote and sell, driving MSP success. Our intuitive drag-and-drop editor streamlines quote creation, ensuring polished, branded quotes. Say goodbye to the 20-minute ordeal – a time-saving solution for MSPs. Enhance efficiency, reduce rebuilds and expedite sales with modern electronic quotes. Say goodbye to manual, time-consuming hardware procurement. Our automation eliminates rework, streamlining the process for greater efficiency. While traditional tools lack electronic ordering, we offer this modern solution to reduce manual steps and supercharge your productivity.

1 Rating

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Cosential

Cosential helps commercial Architecture, Engineering and Construction (AEC) firms grow revenue, decrease costs of winning new business and end chaos with its “Growth and Relationship Management” software and services for CRM, proposal management, marketing and more. As the leader in the AEC industry, for 20+ years Cosential has helped over 1,000 AEC firms increase annual revenue by 1% or more and increase productivity in key business development processes by up to 50%. See a 30-minute demo.

1 Rating

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Cin7 Inventory Management

Cin7

Cin7 is a web based inventory system that helps businesses manage their inventory anywhere, in real time. Suitable for omni-channel retailers and wholesalers, Cin7 integrates cloud inventory, Point of Sale, warehouse management, B2B ecommerce, 3PL, and direct EDI, in one robust platform. Cin7 also features seamless integrations for Shopify, Magento, Xero, Amazon, Ebay and more.

3 Ratings

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QuoteWerks

Aspire Technologies, Inc

For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWerks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, QuickBooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more.

Starting Price: $199.00/one-time/user

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Epicor CPQ

Epicor Software

Epicor CPQ (formerly KBMax) is redefining CPQ and ecommerce for manufacturers globally. Our product configurator can handle complex business rules, visualization, real-time pricing, CAD automation and website embedding. This end-to-end solution results in an awesome buying experience, a faster sales cycle, and a more efficient manufacturing process. We're different because we: - Make it easy to sell and buy complex products faster - Handle the most complex business rules with a visual, no-code engine that simplifies configuration and maintenance - Automate rules, workflows, CAD drawings and documents to ensure accuracy and efficiency - Eliminate the middleman, allowing customer to buy directly rather than through a sales person. Our product configurators can be embedded into any webpage -Enable B2B2C when distributors and partners can sell directly to customers

Starting Price: $100.00/month/user

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Tall Emu

Tall Emu is business management software for manufacturers, wholesalers and distributors that need more than spreadsheets and disconnected systems, without the cost and complexity of a traditional ERP. Manage customers, sales, quoting, orders, inventory, purchasing, manufacturing, warehouse and operations in one connected platform, integrated with MYOB and Xero for accounting. Give your sales team real-time visibility of customers, stock and pricing, create professional quotes quickly, manage leads and opportunities, and turn sales into orders without double handling. Powerful inventory, purchasing, manufacturing, warehouse and freight tools keep the operational side of the business connected too. Built for growing Australian and New Zealand businesses, Tall Emu brings sales and operations together in one system.

Starting Price: $95 AUD per user per month

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In Mind Cloud

Finally, a digital sales platform purpose-built for manufacturers that unites CRM, CPQ, and Commerce! Our end-to-end sales software flawlessly aligns your customers’ requirements with your production capabilities in ERP to help you sell and be easy to buy from. Reduce Costs Don't settle for misconfigurations, costing inaccuracies, or production errors. Unite your entire manufacturing sales process without failure-prone manual workarounds. Improve Your Sales Efficiency Find out how you can simplify your sales and watch your conversions soar by reimagining an effective sales process. Happy sales teams, happy customers. Gain a Competitive Advantage Are global competitors stealing your deals? Play to your strengths, showcase your product expertise, and scale your business in an ever-changing market. Increase Your Revenue Put the right offers in front of the right audience, at the right time. Engineer your growth by focusing on your sales management to yield higher results

Starting Price: $125 USD

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EVENTMACHINE

ZELFMADE GmbH

EVENTMACHINE offer cloud software for online event planning & automated quoting. For hotels, venues and all providers of meetings, seminars and events. Providers of MICE events (hotels, venues and other providers) 1. save time 2. prevent errors 3. maximize revenue All EVENTMACHINE plans include an extensive feature set like automated function sheets & banquet orders, MICE revenue management and the eventmachine IQ instant quote. With EVENTMACHINE's API capabilities you can integrate easily with your existing tech stack. Live prices and availabilities from your PMS, revenue management system or calendar app are used for instant event quoting, for increased efficiency and less staff hours. A free trial is available for all new clients.

Starting Price: EUR 65.00/month

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Sculptor CPQ

Twistellar

Sculptor CPQ is a Salesforce-native CPQ solution that helps sales teams to create quotes more quickly without leaving Salesforce. Principal benefits: • one-screen view; • options for dynamic product grouping, filtering, and searching; • double-click and drag & drop support; • visibility of the pricing/product rules applied to quotes; • interactive quotes (collaboration enabled); • notification system; • statistics and reporting. Businesses that use Sculptor CPQ have seen a 30% reduction in their sales cycle.

Starting Price: Free

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Viirtue

With video collaboration software, mobile capabilities, and a best-in-class streamlined quote-to-cash solution, Viirtue transforms white label VoIP & UCaaS so you can compete with the big players and easily scale your business with modern tools and excellent support. Rebrand our full suite of white label communication tools as your own, becoming a one-stop-shop for technology solutions without bringing on additional team members. Schedule a demo and see how our industry-leading platform, quote-to-cash software, and other proprietary automation can make running a unified communications business easy. Fair pricing algorithm that only charges for seats that are used and not multiple times for users with multiple devices. Our proprietary, all-in-one quote-to-cash software and reseller dashboard provides a turnkey tool for sales, quoting, tax automation, marketing, and online learning that supports your branded platform and gives you the edge on capturing and winning more business.

Starting Price: $5/month per user

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Best Quoting Software

Compare the Top Quoting Software as of October 2026

What is Quoting Software?