Alternatives to QuoteRobot.com
Compare QuoteRobot.com alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to QuoteRobot.com in 2026. Compare features, ratings, user reviews, pricing, and more from QuoteRobot.com competitors and alternatives in order to make an informed decision for your business.
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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. -
2
PandaDoc
PandaDoc
PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are: - Proposals - Quotes - Contracts - eSignatures - Forms. PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.Starting Price: Free -
3
DocSales
DocSales
DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort). Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document. Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it! It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive). DocSales: (1) Uses Google Docs as Document Template + Data from CRM opportunity. (2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign) (3) Charge your customer when they sign the document.Starting Price: $29 / month -
4
Zomentum
Zomentum
Zomentum is a sales acceleration platform built exclusively for IT Partners that combines pipeline management, proposal and quote builder, sales automation, and reporting & analytics to enable frictionless MSP selling. With Zomentum, you can create documents 70% faster, increase deal value by 600%, and convert 100% more often. Thousands of MSPs use Zomentum today to generate more revenue, shrink sales cycles, and make buying easy. We've helped our customers generate close to $100M in revenue. Our mission is to nurture a strong and trusted IT partner network, revolutionizing the IT buying process so it is more enjoyable and more human for the world's small and medium businesses.Starting Price: $99/month (up to 2 users) -
5
iQuote Xpress
iQuote Xpress
Most proposal automation and quoting software requires days of training or paying for help from an IT consultant with a Ph.D in APIs just to get started. But with iQuoteXpress (IQX), we do the heavy lifting to rapidly deliver a customized, integrated, and fully supported sales proposal and quoting solution. It’s a configure, price, quote system that's easy to roll out and easy to use. Your sales proposals should reflect your brand values. IQX tailored proposal templates will help ensure a consistent look and feel for every quote you put in a customer's hands. We’ll build a custom, branded dashboard for your quoting software, and load your catalog of products, services, pricing schedules, even your customers and accounts. Sales enablement requires analytics, and we’ll deploy the back-end tracking tools to give you complete oversight, and help ensure no proposal or business opportunity goes missing.Starting Price: $39 per year -
6
Quote Roller
PandaDoc
All-in-one proposal, contract, and quoting software. Our online quoting software is the ultimate sales tool for document automation. We extend the power of your CRM and provide everything you need to turn your leads into paying clients. No need to switch between word processors, CPQ tools, eSignature apps, and follow-up emails. Quote Roller lets you create sales documents, employ dynamic quoting, get electronic signatures, and improve your sales processes all the while. Boost your team’s productivity by 35%. Quote Roller helps your reps close deals faster by eliminating duplicative work on sales quotes and replacing traditional PDF proposals. Save at least one hour per document and several hours per deal. Automated manager reviews help pin down the approval process. Locked content satisfies marketing, accounting, and legal requirements. Now you can count on consistent sales quotes and business proposals each and every time. -
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Quoter
Quoter Software
Quoter is an online quoting platform for sales teams. Quoter helps sales teams save time, increase control, and win deals faster by streamlining the sales quote and proposal process. It comes with reusable quote and proposal templates, quote and email tracking, easy, online acceptance and payment, CRM and accounting integration, and so much more. Create more quotes, eliminate bottlenecks, and get paid faster with Quoter. Quoter is a lightning fast, modern quoting platform for technology service providers. Our easy-to-use platform, automation workflows, and unlimited user pricing plans will empower your team to create more quotes than ever before. All of our core plans include unlimited users. Create impressive, accurate quotes in just a few clicks. Rest easy knowing exactly when your quotes are opened. Seamless PSA, CRM, distributor, and accounting integrations. Leverage our automation to encourage more people to quote.Starting Price: $99 per month -
8
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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Better Proposals
Better Proposals
Better Proposals helps you create, send, track, and sign business documents in just a few minutes. With over 200 pre-written and pre-designed templates for proposals, contracts, sign-offs, and more, it takes the work out of document creation. Its 40+ integrations enable you to automate your entire sales process by using only one platform. Modern, on-brand proposals that streamline your sales process. Sent, tracked, and signed in minutes. Impress at first glance. A professional first impression goes a long way towards closing any deal. Luckily, we know what’s important, what to avoid, and how to create a powerful image that builds immediate trust, and it's all built into Better Proposals. Track the proposals you send and get real-time updates as your clients read, sign, and send them back faster than ever. With Proposal AI's automatic suggestions, you'll convert more by discovering exactly what's working in your industry.Starting Price: $19 per month -
10
seProposals
salesElement
The seProposals pricing engine guides your sales team when creating a quote. Only authorized users can change pricing, so you don’t have to worry about unapproved discounts or other pricing errors. Easily access key resources such as cover letters, case studies, and images in the asset library. Ensure your sales reps always have current, approved content for proposals– even if they are new to your team. seProposals offers built-in, line-item integration with most major CRM systems. Leverage the full power of your CRM, maximize your sales efficiency and reduce errors that arise from unnecessary duplicate data-entry. We customize our templates to fit your brand and design specs. So every proposal, regardless of who creates it, adheres to your corporate style. Your proposals will look great without wasting any sales times on formatting.Starting Price: $85 per user per month -
11
Jetbuilt
Jetbuilt
Jetbuilt is the premier project platform for integrators and facility designers. Nurture leads, estimate, propose, and manage projects in the audio visual industry, along with all things low voltage. Pull from over 2 million items in the Jetbuilt database. Connect to your vendors and keep your dealer pricing updated for fast and confident quoting. Get project approvals faster as your clients easily grasp complex proposals through Jetbuilt's clear organization and graceful presentation. All with near-zero training time for your team. Built on the cloud, remotely collaborate with your team and clients on projects large and small. Track your inventory of items from the warehouse shelf to the van, temporary on-site storage and final installed location. As you estimate, see what stock you have available to drop into a project. From lead-tracking, project quoting, to installation, Jetbuilt provides power and efficiency to help you close more projects faster.Starting Price: $62.00/month/user -
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Super Proposal
Super Proposal
Super Proposal is a comprehensive proposal creation platform designed to streamline and simplify the process of drafting, managing, and delivering professional proposals. It is designed to cater to businesses in various sectors, offering templates and tools to make proposal writing faster, more efficient, and more effective. Below is a detailed of the full functionality of Super Proposal: 1. Customizable Proposal Templates 2. Drag-and-Drop Interface 3. Proposal Automation 4. Real-Time Collaboration 5. Client Portal 6. Digital Signatures 7. Version Control 8. Comprehensive Analytics and Reporting 9. Integrated Payment Options 10. Cloud-Based Storage and Security Super Proposal is a versatile, comprehensive platform that streamlines the process of creating, sending, and managing business proposals.Starting Price: $24/month -
13
Qwilr
Qwilr
Make ridiculously good-looking sales and marketing documents that help you save time and win more work with Qwilr. Trusted by thousands of businesses for beautifying their communications, Qwilr is for innovative and forward-thinking teams. It is an interactive and mobile-friendly platform that lets teams rework sales and marketing collateral, such as quotes, proposals, pitches, and documents, into stunning web pages. Qwilr also offers users the ability to embed videos, maps, surveys, spreadsheets, and more, to their documents.Starting Price: $49.00/month -
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Quoters
Cloudman Labs
Create faster and better business proposals. Generate unique sales documents for your clients, reusing content and managing your costs to save time and money. Make your proposals more agile. Make them look better. Boost your productivity. Move up to the next level, creating unique sales documents for your clients accessible anywhere. Quoters has no limits on any plan. When a company’s success depends on a single person. Quoters will be your best weapon for quoting, so you can focus on what truly matters: your business. With Quoters, work in the cloud to create well-designed and professional sales proposals, so your price quotes are a true representation of your image. Keep track of the versions of your project and let clients accept your proposals online. It’s difficult (if not impossible) to get your quote accepted right away. That’s why you can create all the versions you need. And once you’ve convinced your client, he/she can sign the quote online.Starting Price: $4.90 per user per month -
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Outbooks Proposal
Outbooks
Outbooks Proposal Tool is designed for accounting and bookkeeping firms to streamline their proposal creation and management process. The Outbooks Proposal Tool simplifies the creation of professional proposals that reflect the brand’s identity. The tool automates the generation of engagement letters, ensuring compliance and consistency. Integrated payment options simplify transactions, making it easier for clients to pay for services. One of the most notable features of the Outbooks Proposal Tool is consistent value-based pricing, ensuring that clients receive transparent and fair quotes. With Outbooks Proposal Tool, accounting practice can enhance their efficiency, improve client experience, and maintain professionalism in all client communications.Starting Price: £30 -
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Ascend
Mindbox Studios
Ascend provides the sales tools your team needs to succeed. Get bids done right. Close deals faster and improve the accuracy of your team's estimates. Improve visibility, leverage historical data, and improve project margins with easy-to-use software tools. Reduce quote turnaround time and increase the accuracy of your estimates. Generate proposals using templates and spec docs for quicker signoffs. Get visibility into your pipeline and anticipate capacity issues sooner. Link your systems for easy access to all of the customer info.Starting Price: $25 per month per user -
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Proposal Kit
Cyber Sea
Businesses small to large and individuals like yourself in every industry have been using Proposal Kit to create their business proposals, quotes, plans and contracts for over 20 years. Order now, download and get started in minutes. No ongoing subscription fees. Free support is included. Proposal Kit is well suited for tough times like these. Save costs with a single low-cost purchase instead of incurring ongoing monthly fees. All our proposal packages include templates and layouts for all types of businesses and situations including healthcare and medical, transportation, logistics, security, pitching new business opportunities, business restructuring, crisis management, etc. Our staff is available to assist in helping you put together any kind of proposal document you need. Install locally or on your network or cloud. Contract and proposal writing for any business. Proposals and contracts for many situations. 15,000 page content library.Starting Price: $69.00/one-time/user -
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SAP CPQ
SAP
SAP CPQ (formerly CallidusCloud CPQ): Provide a richer customer experience by empowering your sales team and partners to offer complex product configurations, optimized pricing, and great-looking proposals. With the SAP CPQ solution, you can offer the right product at the right price and time, and accelerate sales through any channel by seamlessly connecting SAP CPQ to any CRM or ERP platform. Help sales reps sell through more channels faster by eliminating order errors, generating proposals instantly, and providing customer- and channel-specific pricing. Establish intelligent, integrated sales processes to generate quotes faster, simplify approvals, cut sales cycles, and free staff to focus on sales. Improve business insights to maximize sales opportunities, increase cross- and up-selling, and optimize pricing, while protecting margins. -
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Docue.AI
Docue.AI
Create new proposals automatically from your past proposals using AI. Sign up for free, or choose a plan that suits your team. Upload your past documents, to Google Drive, SharePoint, or Dropbox. Start using Docue to send sales proposals and quotes 10X faster. You can sign up for free, upload your past proposals, and draft new proposals faster.Starting Price: $25 per month -
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ProposalSmartz
ProposalSmartz
The Ultimate Business Document Software! ProposalSmartz is excellent software that creates all your important documents like business proposals, letters, contracts, invoices and estimates. ProposalSmartz ensures that you close all your business leads in first go by creating winning proposals within minutes. It’s time to say Goodbye to expensive content writers. Proposalsmartz contains professional business proposals, letters, contracts, invoices and estimates written by industry experts. You need not depend on expensive content writers with this easy-to-use business proposal software. You can generate business proposals and other documents in just 3 simple steps and publish them. Proposalsmartz proposal software provides you with a huge number of business proposal templates for different documents depending on your industry. You can easily search for the required template and use it as per your choice. All the business proposal samples in Proposalsmartz have been created and reviewed.Starting Price: $49.95 one-time payment -
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Bidrik
Bidrik
Create client quotes, sales proposals, product sheets, and folders with our flexible templates, or upload your existing sales materials and combine them freely. You can set up your business profile with just a few clicks. The sales documents on the account will be adjusted to these settings. Bidrik will be your sales hub, where you create and store everything you send to your customers. It will help you close your deals fast. Send sales quotes and proposals online, directly to the customer. See when they are opened, how much is read, and for how long. Set up automatic reminders. Bidrik works as your automated digital sales assistant, and processes your customers’ orders without having to spend much time or thought on the matter. With a clear dashboard and real-time stats, you're making progress. Do not lose business, get alerts when quotes and contracts are about to expire.Starting Price: $23 per month -
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QwikQuote
QuikQuote
You can use QwikQuote as long as you can connect to internet to access your quote software hosted in your Office PC, terminal Server, Citrix App Server, or Cloud. In all cases you have the same feeling and productivity without extra training or reeducation. You can choose the right remote access approach to your quote software system to meet your business and management requirements. That's why Personal Selling Power said 'QwikQuote is the leading business sales Quoting Software for customized sales quotes, sales invoices and estimates and you'll be glad because 'even the most complex quotes become a breeze.' QwikQuote is the original desktop quoting software that allows salespeople to effortlessly create sales quotes and sales invoices with only a few clicks of a mouse. Quoting should be easy and uncomplicated so you move quickly from a proposal to to an invoice, that's why we are known as 'The Easy One.' (See our Learning Center Video Making a Quick Quote).Starting Price: $199 one-time payment -
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Duuers
Duuers
A simple tool for business proposals that helps you stand out from the crowd. With Duuers proposal editor you can create proposals 10 times faster than with your current tools. You can choose from ready-made templates and you can create your own ones. You save both time and effort. Your customer will feel right from the first touch that their time is also valued. Ready-made well-designed quote templates will help you create a good customer experience. The offer is easy to open and read. The customer can immediately ask for more information and clarifications, which you can answer - you will win more deals. You will be notified when the customer has opened, commented on, or accepted the offer. The ability to edit submitted offers on the fly, without re-submissions, improves winning trades. Always a professional-looking proposal, regardless of the bidder. Always promote your company's products, services, and brand in a unified way.Starting Price: $59 per month -
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ITQuoter
ITQuoter
Quoting solution for MSPs, VARs & System Integrators | ITQuoter is a complete quoting system that can handle anything from a simple one line quote, to more complex bids and professional proposals. Electronic sign-off and online payment is included with the system at no additional cost. ITQuoter manages the whole sales process all the way from quoting, orders, purchasing, online procurement ...and more!Starting Price: £59.90/m per user -
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Proposeful
Proposeful
Proposeful is the perfect solution to send proposals and contracts, track when clients open them and close sales faster with electronic signature. Proposeful is the perfect business proposal software to write beautiful proposals and share them with clients quickly. With our business proposal software you'll know when a client opens your proposal and how long they spend on each part of it. Let clients accept your proposals with just a few clicks. Connect Proposeful to your CRM and thousands and other tools to automate your proposals. Invite unlimited users to your account and let them reuse proposal templates and easily close deals. Organize and search proposals with tags and see how well they've performed. Know how clients interact with your proposals with our intelligent reports. Every access is tracked and you can learn how long your client spent on each part of your proposal. All of our templates are fully customizable. -
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CloudQuote
CloudQuote
Cloud Quote is a cloud-based CPQ (Cost, Price, Quote) sales solution designed to streamline, personalize, and accelerate the quoting and sales process by enabling sales teams to quickly generate accurate, consistent, professional quotes and proposals with automated calculations, configurable templates, and real-time pricing updates, reducing manual effort and errors so reps can focus on selling and managers can oversee pipeline performance. It centralizes product, pricing, and rate data, pushes updates instantly to users, supports lead tracking and allocation with insights into lead sources and ROI, and offers dashboards for reporting on quotes, likelihood of closure, products quoted, and geographic performance while enabling features such as quote approvals, team assignments, and easy reassignment of quotes among reps. -
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EngQuote
Domex Technical Information
Quotation Management Software(EngQuote), a specialized software exclusively developed to create, revise/modify, monitor, submit and track complex quotations suitable for any industry. The software empowers the sales team to increase their productivity and achieve more sales by the simplified proposal processes accessible anywhere 24x7. With this software, it will be much easier and faster for the sales team to document all the inquiries, generate professionally & timely created accurate quo. sales and marketing professionals, small businesses, startups, individuals, companies, business organizations. We also have skill test features which emphasize on detecting personality traits. The software helps to maximize the chances to win every quote and proposal, as well as minimize the loss of sales opportunities through the access-based approval process inbuilt in the software. This ensures the sales representatives to obtain approval before a quote can be sent. -
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Talewind
Talewind
Talewind is a service-enabled proposal software platform that transforms complex sales document workflows into efficient, repeatable processes tailored to your business needs using hands-on configuration and ongoing support. It automates document generation so teams can create proposals, statements of work, and contracts in minutes instead of hours by answering a few guided questions, eliminating manual formatting and reducing errors. Talewind centralizes content in a searchable knowledgebase to simplify RFP/RFI responses, maintain brand consistency, and ensure accuracy while enabling dynamic pricing and configure-price-quote (CPQ) capabilities for scalable, rules-based quotes and orders. Talewind also provides a digital sales room to showcase content in a branded, one-stop buyer experience with engagement tracking and analytics, plus integrated eSignature and approval workflows to accelerate deal closure. -
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Workspace
TapChief
Create proposals, manage projects and send invoices, all in one place, with Workspace. Manage leads and win more clients with beautiful proposals. Organize leads into groups with custom labels. Create proposals from existing templates and save to reuse later for different clients. Collect project requirements with custom forms shared on email or chat. Manage multiple projects on one dashboard. Track progress across projects and zoom in on details to address risks. Customize stages and properties to match your project lifecycle. Add team members and invite clients to share updates in real-time. Breakdown projects into tasks and milestones. Scope your projects by creating tasks from templates or previous projects. Assign tasks to teams, create sub-tasks and set due dates. Track your tasks in a calendar, board or list view and filter by assignee or project. Create invoices, manage your finances and get paid, on time. -
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QuoteCloud
Corporate Interactive International Pty Ltd
#1 Sales Quoting Software & Sales Proposal Software * Create and send sales quotes, easier and faster * Know when your customer is reading your sales quote. Make your move at the right time, QuoteCloud will message you when your customer opens a sales quote. * Stand out from the crowd . Create interactive documents that set you apart from your competition. * Industry Specific Software Extensions. Explore a library of software extensions that make the difference in your industry. Built by experts just for you! * No design skills required. Use our library of sales quote templates, design your own, or ask us for help. * Easy customer eSignatures. Add e-signatures to make it super easy for your customers to sign legally binding documents. * Get Paid Faster With integrated e-signature and payment features, your prospect can sign your legally binding terms and conditions and pay a deposit in minutes. *Live Chat. Live chat with customers while they read your sales quotes.Starting Price: $39 /user per month -
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OpenProposal
OpenProposal
OpenProposal is all-in-one proposal software that helps freelancers, agencies, and small businesses close deals faster. Create professional proposals with a drag-and-drop builder, collect legally binding e-signatures, and get paid instantly via Stripe integration. Features include customizable templates, real-time tracking, analytics. Replace separate proposal, e-signature, and invoicing tools with one simple platform.Starting Price: $29 -
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GleanQuote
GleanView
Make complex quoting easy and fast using GleanQuote's CPQ engine. Configure highly customized solutions for your customers in minutes. Formalize sales and product intelligence into a process that guides your team to the best solution for your customers. Make it easy for your team to quickly build winning proposals with unlimited templates that can be completely customized to showcase your offering. Install guiderails and analytics into your sales process to keep your team focused and on-track.Starting Price: $175 per month -
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NiftyQuoter
NiftyQuoter
Creating and managing proposals by NiftyQuoter online proposal software can easily save you 50% of your time. Three kinds of templates: theme templates, content templates and pricing templates. Combine these, make some custom changes if needed, and you can send it to your client by email right via NiftyQuoter. Or you can always create your own template. Customize the design of templates to match your brand with just a few clicks of a mouse. You can even change the colors of background images, headings, text etc. easily. You can reply to their comments readily via NiftyQuoter online proposal software and they will be able to see your reply in real time. Stop using Word, start using NiftyQuoter proposal software!Starting Price: $19 per month -
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ProposalPad.com
ProposalPad
Using ProposalPad you can respond to new business opportunities with greater efficiency, higher productivity, and the consistent quality proposals and presentations you desire. ProposalPad is a unique online proposal system developed for small business owners that makes it easy to create professional-quality project proposals. Why pay for a proposal template when this PDF proposal service allows you to quickly and easily develop your own personalized proposals? Just upload your company information, services, and logo once, and you're ready to start creating proposals that will put you ahead of the competition. The settings dashboard lets you know exactly where you stand. How many testimonials, and references you have listed and what percentage of your proposals have been accepted. Manage all of your contacts in one place. You can even import your contact list from other applications to prevent too much additional work.Starting Price: $18 per month -
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Bidsketch
Bidsketch
Easily drop in content, fees, and designs to create persuasive proposals in minutes. Perfect for salespeople, sales teams, and anyone closing deals. Get your sales proposals signed faster with the e-signature feature by capturing client signatures online when they approve. Optionally, you can export to PDF. You'll impress clients with a custom client landing page and beautiful proposal templates. With web based proposal analytics and instant notifications, you'll know when clients open proposals or need a follow up. Bidsketch is proposal software that helps you close deals in minutes. So you can focus on your work. It's proposal management that helps you cut your proposal time in half, up-sell for more revenue, close more deals in your sales pipeline. Top businesses and sales teams have switched to Bidsketch, and thousands of people are now closing hundreds of millions of dollars, in less time than ever before. -
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Quote Manager
CRM Dynamics
Quote Manager CPQ for Microsoft Dynamics 365. Quote Manager CPQ is a powerful add-on completely native within Microsoft Dynamics 365. This allows your sales team to create and send professional branded quotes from Dynamics 365 in few minutes. Quote Manager CPQ is the only Quote/CPQ system 100% dedicated to Dynamics 365 – where all the set up, configuration and data is held in Dynamics. As a result you have full control over any additional customization or use of standard Microsoft Dynamics 365 features such as queries, charts, views, and workflows. The quoting solution uses the standard export/import capability of Excel for Product Database modifications, as well as PowerBI dashboards and PowerApps. Quote output is controlled by standard Word Templates or other add-ons. Quote Generation. Search across 10,000+ products. Sort and filter by category, make, supplier, and product description. Add products to the quote, customize the layout with comments and sub-totals, edit descriptionsStarting Price: $17 per month per user -
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ResponsiBid
Symphosize
It’s like hiring the most responsible office assistant you can imagine for a fraction of what an office assistant costs. And it does the job the way you want it to. Every time. ResponsiBid makes giving quotes as simple as collecting specifications about a job, running it through your pricing structure, and then building a beautiful proposal. Your staff can collect the specifications over the phone or in person. Once you feel comfortable running your quotes though ResponsiBid, you can even install ResponsiBid onto your website for customers to interact with. ResponsiBid allows you to simply enter in important job details of a job you’d like to quote, and then it will be converted into an amazing proposal that will help customers to not only get accurate pricing, but also see why your company is worth spending more because of all the value you provide. Your customers will be able to see videos, package prices, and so much more so that they will stop shopping and want to start buying.Starting Price: $179 per month -
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BrightPropose
Bright
BrightPropose enables accounting firms to generate professional, branded client proposals and letters of engagement in minutes rather than hours, thanks to smart templates and a built-in pricing calculator that removes guesswork and under-pricing. Its features include full customisation of proposals, emails and engagement letters to match a firm’s visual identity; fast creation of accounting-service templates; accurate and consistent pricing using a calculator configured for variable services; a streamlined workflow that transfers client data from the firm’s practice management system; and digital client onboarding via secure e-signatures so the transition from proposal acceptance to project initiation is seamless. With BrightPropose, you can impress clients, send proposals quickly, increase profitability, save time, simplify your workflow, and onboard clients effortlessly, all while maintaining branding and service consistency.Starting Price: $796.74 per year -
39
ScalePad Quoter
ScalePad
Quoter is a cloud-based, quote-to-cash platform purpose-built for managed service providers (MSPs) that automates over 30% of sales-related tasks. It integrates with PSA, CRM, distributor, payment, and accounting systems to auto-populate client, product, and pricing data. It supports infinitely configurable line items, bundles, volume discounts, multi‑currency pricing, tax and shipping calculations (including Avalara), and e‑signature and payment processing via Stripe, PayPal, or ConnectBooster. Quoter offers branded, reusable templates, product configurators with optional and single‑select items, and inventory-aware distributor pricing. It includes email tracking, automated follow‑ups, manager approval workflows, cost and margin tracking, and comprehensive reporting on quotes, margins, users, and products.Starting Price: $149 per month -
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Lancelot
MarketBranch
Quickly and easily create professional proposals that represent your freelance offering with Lancelot. It only takes minutes, not hours to craft the perfect proposal with Lancelot. Our aim is to make it as simple as possible to create beautiful proposals with ease. When you’re ready, send your proposal through Lancelot and get real-time notifications when your client has viewed your proposal. Your client can sign and accept your proposal directly through Lancelot, reducing the friction of sending documents back and forth. Save time and avoid the frustration of manual formatting. With Lancelot, creating a fully customized proposal takes minutes instead hours. First impressions matter. Impress your clients with a beautifully designed and professional proposal with a premium cover image. No more printing and scanning just to get a signature! Your clients can sign your proposal online with an e-signature. -
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ProProposal
ProProposal
ProProposal is a proposal and bidding tool designed to help contractors create professional bids in minutes. It allows users to generate clean, polished PDF proposals without dealing with complex software or paperwork. Built with a mobile-first design, ProProposal is easy to use directly from the job site, even on phones or tablets. Contractors can fill in basic details, add line items, and download a ready-to-send proposal in under two minutes. Built-in terms and liability protections can be added with a single toggle. ProProposal helps replace handwritten or unprofessional quotes with documents that inspire client confidence. The platform is free to start and requires no credit card.Starting Price: $19.00/month -
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PROS Smart CPQ
PROS
To live on the leading edge of business you must automate the sales experience so it’s quick, easy and always personalized. That’s Smart CPQ software accelerating your sales teams to deliver the right product at the right price in a flash. PROS configure, price, quote software solutions accelerate sales by enabling your team to respond to customer quotes within minutes. Integrate AI-based price optimization science and increase your sales teams’ ability to win the sale on the first quote. With PROS CPQ software solutions, your team can now quickly quote the right products at the right price. Skip the speed bumps. Smart CPQ technology accelerates the sales process and provides powerful, intuitive CPQ tools so your reps can find the right product, customize configurations, manage approvals, price just right and generate professional proposals. -
43
PSQuote
CLD Partners
PSQuote closes the gap of CPQ for services. You get a unified process for quoting professional services. You’ll spend more time on delivery and less time quoting. Relying on spreadsheets to create estimates instead of doing them in Salesforce? This disjointed system creates a gap between what was sold and what gets delivered. And that means revenue leakage, aka, lost profits. It also means difficulty tracking what you sold versus what you delivered. We understand how frustrating this is, and we believe you deserve better. Automate and streamline your quoting process. Accurately estimate and quote services. Automate the sales-to-delivery handoff. Gain a comprehensive view of service operations from estimation to execution. Get more granular forecasting and inputs to demand planning. Enable your sales team to quote services based exactly on how you deliver. PSQuote is the result of years of building quoting tools for dozens of clients. -
44
QorusDocs
QorusDocs
Create business-critical documents more efficiently with QorusDocs. QorusDocs helps sales and business development teams bridge the content gap by offering powerful, intuitive pitch, proposal and content management solutions. With QorusDocs, teams can create accurate and up-to-date pitches, proposals, contracts, RFP responses, and more. QorusDocs is available on premise and in the cloud. Qorus proposal management software empowers your team to create tailored responses for proactive proposals, presentations, pitches, RFIs, RFQs and RFPs 5X faster. Whether you work in Managed IT Services, SaaS, Professional Services, or Legal, our proposal management software is purpose-built to help you stay competitive and simply win more business. With QorusDocs’ QPilot (QorusDocs AI Assistant), QorusDocs further accelerates content research, content generation and continues to simplify collaboration within sales, bid, marketing and business development teams to deliver business critical documents. -
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Sculptor CPQ
Twistellar
Create dynamic product bundles and specify internal rules and dependencies to prevent errors in configuring complex products compose quotes with products and configurable product bundles to make the best offers. Configure pricing rules and discount schedules to automate condition-based pricing apply special terms and get approvals to provide individual terms for your customers. Generate quotes PDFs using configurable branded templates, negotiate on terms, sign off deals automate recurrent quotes, and timely manage subscriptions. Visibility of all pricing and configuration rules applied. You'll be able to see how exactly was this price calculated at last! Automatic configuration capabilities for bundles and quotes. Configure conditional adding/removing products on the quote level, not just bundle.Starting Price: Free -
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Ignition
Ignition
Ignition is the leading contracts, billing and collections automation platform for accounting and professional services businesses to spark greater efficiency and profitability. Ignition automates and optimizes proposals, billing, payments and workflows in a single platform that fits seamlessly into existing technology stacks. With a vision to transform how professional services and their clients do business together, Ignition empowers 7,500+ businesses to reach their full revenue potential. To date, Ignition customers have engaged 2 million clients and generated US $9b in revenue via the platform. Ignition’s 180–strong global workforce spans Australia, Canada, New Zealand, the Philippines, US and the UK.Starting Price: $39 per month -
47
Nulius
Nulius
Get used to Nulius' editor in no time. Seamlessly migrate and start creating your proposals with no learning curve at all. Choose the template and cover that fits best your proposal, insert pricing tables, your logo or any other image and adapt the smallest details of it. Everything that happens with your proposal gets recorded, so you can easily see the progress of closing. You'll get an email for the most important events as well. Live notifications when your prospect opens, accepts or denies your proposal, so you can react fast and win. Save time with custom fields, use formulas for automatic calculations and updates. Reuse content whenever possible with our Content Library and never write the same content twice. Insights that help you engage your clients. Know how much time your client has spent reading the proposal, segmented by page and version. Find out who's your best performing teammate and get detailed reports for any period. -
48
Infor CPQ
Infor
Improve the visual buying experience for your customers. Provide your customers with a visual selection experience during their research and engagement. Sales channels will gain a competitive advantage and accelerated path to conversion. And you’ll be able to sell products quicker by eliminating costly errors and duplication of effort, while speeding up the sales cycle. Drive interest generation through fulfillment with a single solution across the enterprise. Grow the number of opportunities and generate more quotes through an intuitive and efficient quoting solution. Meet customer requirements with shortened quote-to-delivery times. Improve win rates with less dependency on internal staff. Automatically create accurate proposals and downstream fulfillment information. Accelerate new product introduction by adapting quicker to market demands. -
49
Sofon Guided Solutions
Sofon
Software for quick and easy Proposal generation, Product Configuration, Pricing, Quotation and Order creation. For more than 20 years we help companies with our standard CPQ Software to grow whilst reducing costs and improving quality. We make complex sales processes of companies repeatable and scalable. This ensures standardization, guaranteed, consistent quality and the ability to do much more with the same capacity. Sofon aims to ensure that its customers make the broadest and deepest possible use of its solutions in their organization, so that they get the maximum return from Sofon.Starting Price: $30000.00/one-time -
50
Solo
Solo
Dynamic proposals, integrated doc management, and next day turnarounds on CAD & engineering streamline the sales process, optimizing deal closure and efficiency. With our solar & roofing software, you not only have easy access to your proposals, but can quickly customize them from anywhere. From personalized company branding to integrated lending options all within the proposals, our software streamlines the process, optimizing deal closure and efficiency. Are your proposals meeting your sales reps’ needs? In today’s fast-paced world, consumers expect adjustments on-the-fly. With the Solo solar proposal software, you can make changes live with our dynamic and interactive features. Speed and accuracy are our focus, allowing your sales reps to request and receive a proposal in minutes while in the customer’s home. Finally, our full-service design team will create a professional proposal template catered to your branding and sales needs.
