Best Quoting Software for Windows of 2026 - Page 2

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

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

Legalesign, a UK-based enterprise software that allows you to send, sign, and manage contracts online, is available from Legalesign. Legalesign is used by companies to increase productivity and financial benefits, improve customer satisfaction, reduce the need for a printer, allow them to sign from anywhere, and last but not least, ease the burden of tedious paperwork on long suffering staff.

For those in search of a budget-friendly and user-friendly CPQ solution, CIS Configurator is an excellent choice. This tool is specifically crafted to simplify the quoting process, enhancing the efficiency of sales teams by enabling them to swiftly configure, price, and quote intricate products, ultimately leading to quicker deal closures. As a web-based application, CIS Configurator features a rule-driven configurator, comprehensive pricing management, seamless integration with various ERP and CRM systems, a centralized hub for all quotes, and enhanced visibility into the sales pipeline. With its intuitive design and powerful capabilities, CIS Configurator is poised to transform how businesses approach sales.

FIELDBOSS, an end-to-end field-service software solution, is built on the Microsoft Dynamics Platform. FIELDBOSS simplifies complex operations and makes it easy to connect field service contractors with customers and equipment. FIELDBOSS empowers companies and provides real-time profitability information for management. The organization is managed by a team made up of Certified Microsoft Technology Specialists and Chartered Professional Accountants who have been providing high-quality service in the Microsoft solution consulting market since 1989. FIELDBOSS offices can be found in New York City, USA and Toronto, Canada.

Methodia is a leading Business-as-a-Service (BaaS) and Software-as-a-Service (SaaS) provider, offering customized business solutions for efficient energy and telecom retail. We specialize in developing complete end-to-end software for utility management and digital products for broadband, telephony and energy services supply. We have extensive experience in optimizing business processes and providing consulting and IT services to utility and telecom industry players. Our company was founded in the USA in 1998. We have customers in Europe, North, and South America. Methodia moved its headquarters and main R&D center to Sofia, Bulgaria in 2008. Today, our team consists of 70+ fully-functional professionals from diverse industries. They cover the entire IT value chain.

InterAcct InterAcct Software Pty Ltd, an Australian company that develops integrated accounting and business software systems under the name InterAcct. It was established in 1983 and remains a small business that focuses on providing a personal level of service to its customers. In 1990, they were awarded the prestigious Australian Small Business Award. This was in recognition of their marketing success and ability to tailor systems to suit customer needs. InterAcct believes that they sell (in part), a "problem". It is not a problem that the software won't work properly, but rather a problem that the software must be properly implemented in a business to reap the full benefits. InterAcct is not just a "sell and forget" company. They have developed training techniques that enable their customers to fully utilize the most advanced accounting and management software in the world.

QwikQuote can be utilized as long as you have internet access to your quoting software, whether it's hosted on your office PC, terminal server, Citrix application server, or in the cloud. In every scenario, you will experience consistent productivity and satisfaction without the need for additional training or reeducation. You can select the most suitable remote access method for your quoting system to fulfill your business and management needs. This is why Personal Selling Power has recognized QwikQuote as the top quoting software for business sales, stating that it simplifies the process of creating customized sales quotes, invoices, and estimates, making even the most intricate quotes feel effortless. As the pioneering desktop quoting software, QwikQuote enables sales professionals to swiftly generate sales quotes and invoices with just a few simple clicks. The process of quoting should be straightforward and efficient, allowing you to transition seamlessly from a proposal to an invoice; this is precisely why we are often referred to as 'The Easy One.' Additionally, you can explore our Learning Center video titled "Making a Quick Quote" for further insights.

Intelometry, Inc. was founded in 2003. It is a Technology and Consulting Services Company specializing in retail electricity and natural-gas market operations. Intelometry clients include large energy users, large energy suppliers, and user groups as well as consulting firms located throughout the continental U.S. Intelometry offers three main product lines: * Retail energy transactional software designed and supported by Intelometry to be used by energy brokers and retail energy suppliers. * Consulting services that specialize in retail energy market operations, regulatory issues and new market entry * Market operations and analysis require the production and distribution of energy data for retail. Key Intelometry staff has held senior management positions in prominent energy companies as well as consulting firms. Our team has a lot of real-world experience that gives them credibility and insight when working for our clients.

An all-encompassing quoting platform enables agents to efficiently and accurately provide life insurance coverage estimates for their clients. It features rates from more than 100 life insurance providers, allowing quotes for various products including Term, Return of Premium, Simplified Issue, and Guaranteed UL. You can seamlessly incorporate instant life insurance quotes into your website. The Website Quoter integrates smoothly with your existing site and is designed to automatically adjust to any screen size, ensuring it displays beautifully on all devices. Additionally, you have the flexibility to choose which life insurance companies you wish to include in your quotes and designate the email address for lead submissions. The Compulife Basic Quoter is accessible on any internet-connected device, whether it's a computer, tablet, or smartphone. Its fully responsive design allows for usage on diverse platforms such as PCs, Macs, iOS, and Android devices, making it a versatile tool for agents on the go. This adaptability ensures that agents can efficiently assist clients from virtually anywhere.

Zingtree lets you build interactive decision trees with no code. This allows you to create agent scripts, guide customers and manage internal processes. By turning your workflows into a choose-your-own-adventure-type experience, you help your users reach the next best action and make the complex simple. It is a no-code solution that allows business users to create, deploy, manage, and update their decision trees with minimal IT work.

CRM that doesn't end when you close. TeamGram is a cross-functional CRM that allows employees to work together to improve sales performance and customer satisfaction. It can be used to create quotes, track orders and assign tasks to mobile teams. TeamGram dashboard gives you real-time insight into key business metrics without the need to go through spreadsheets. You can quickly identify what is important and take faster decisions. The pipeline view allows you to see all of your deals in one place and allows you to focus on the next steps. Drag and drop your deals from one stage of the pipeline to take control of your sales process.

Zigaflow is a dynamic, all-in-one business management platform designed to automate and streamline your company's core processes, including sales, operations, finance, and customer service. Tailored for small to medium-sized businesses and enterprises alike, Zigaflow enables teams to boost efficiency, enhance collaboration, and drive growth through its comprehensive suite of features. Key functionalities include customizable workflows, project management, inventory and supply chain management, CRM, and quote-to-cash processes, all integrated within a user-friendly interface. Zigaflow stands out for its seamless integration capabilities with leading accounting software like Xero and QuickBooks, alongside CRM, email, and e-commerce systems, ensuring a cohesive and efficient operational framework. Ideal for businesses seeking to optimize their operations without the complexity, Zigaflow offers real-time insights, facilitating informed decision-making and strategic planning. Discover how Zigaflow can transform your business by simplifying operations, reducing manual errors, and focusing on growth.

The Applications Platform is a versatile low-code development environment designed to offer comprehensive B2B portal software alongside Product Information Management solutions, allowing businesses to undergo significant transformation. With our fully managed setup, users can leverage pre-designed low-code templates that align seamlessly with their corporate branding, enabling them to swiftly and effortlessly create supplementary database applications, enhance existing applications, develop web portals, or utilize our extensive catalogue of pre-made library applications. The Applications Platform empowers enterprises with robust low-code functionalities to provide: • B2B web portals tailored for customers, suppliers, vendors, and partners. • Library applications that encompass SaaS PIM, CRM, order management, and purchase order systems. • Custom applications built from scratch, including asset management, product information management (PIM), CRM, and solutions for approval and compliance. • Application extensions that cover various needs such as asset management, compliance, quoting, and returns management, ensuring a comprehensive suite of tools for diverse business requirements. By harnessing the capabilities of the Applications Platform, businesses can streamline their processes and enhance collaboration across all channels.

Axonom's Powertrak CPQ Software Suite is a cloud-based, mobile-friendly platform that streamlines and enhances sales quoting, pricing, and product configuration. Powertrak empowers sales teams and channel partners to convert leads faster by making product and pricing information easier to access. Powertrak integrates seamlessly with the most popular business tools such as Microsoft Dynamics 365 and Salesforce, Oracle, NetSuite and Macola Software.

FF&EZ® Design stands out as a highly effective software solution for the creation, calculation, documentation, and presentation of FF&E budgets, specifications, and costs. The purchasing edition enhances its functionality by incorporating ordering and tracking features. This versatile tool caters to architects, interior designers, and FF&E sales professionals who need to efficiently plan, organize, and showcase design specifications for furniture, fixtures, and equipment. It proves invaluable for tasks ranging from straightforward sales estimates to comprehensive new construction projects, generating various documents with maximum efficiency through a computer, while avoiding the limitations of traditional word processors and spreadsheets, as well as the complexities associated with CAD systems. The strength of FF&EZ lies in its database framework, allowing users to create and interlink essential components of FF&E design and presentation—such as vendors, areas, and rooms—by selecting them from intuitive lists, ultimately streamlining the design process. Additionally, this user-friendly interface ensures that design professionals can focus more on creativity and less on administrative burdens.

The Quotation Management System is a user-friendly and adaptable platform that enables businesses to efficiently create, submit, and monitor quotes and invoices. As an open-source web application, it can be easily downloaded as a Windows installer executable, simplifying the installation process for users. This system allows for the management of all quotation records within a single intuitive interface while ensuring compliance with necessary tracking standards. Users can automatically generate quotations in PDF format through custom-designed templates, enhancing document presentation. It also offers straightforward web-based document management features, enabling users to modify attached documents while retaining a complete history of changes. Additionally, the system allows users to lock and unlock documents as needed. On-demand reporting capabilities provide essential compliance and audit information, along with detailed insights into the records management environment. With a variety of comprehensive reports and visual charts, users can conduct in-depth revenue analysis, making this system not only practical but also a powerful tool for financial management. Overall, the Quotation Management System stands out as a robust solution for organizations looking to streamline their quoting and invoicing processes.

Offeris is an online platform designed to facilitate the easy creation and management of various business documents such as business proposals, sales orders, purchase orders, invoices, and warehousing records. The system allows for profit calculations based on multiple parameters, ensuring accurate financial assessments. Generating orders or invoices is straightforward, with the option to select from various template designs for PDF outputs. Additionally, users can monitor issued items and their order statuses effectively. The platform streamlines the process of creating purchase orders for suppliers, particularly for items that are currently out of stock, and allows tracking of required delivery dates and confirmation of deliveries. Users can also manage received and issued invoices, as well as create proforma invoices with the capability to generate tax receipts for payments received. Furthermore, the system enables the collection of invoices based on delivery notes, ensuring comprehensive tracking of all business transactions. Overall, Offeris provides a robust solution for managing vital business operations efficiently.

Provide quotes around the clock directly from your website, offering unparalleled convenience for customers, while also saving you valuable time. With over 350 class codes available for Business Owners Policies (BOP) and an additional 40 for Contractors, you’ll receive real-time rates that your agency can readily issue. Simply integrate a quote button on your site and link it to your personalized quoting page, and you'll be all set—no need for IT complications or web developer intervention. The process of obtaining commercial quotes can often be tedious, requiring extensive information gathering and repetitive data entry on various carrier websites. Your customers can visit your site and click the “Get a Quote” button anytime, even during off-hours like Sunday nights or Tuesday at midnight when your office is closed. They can input their details and select their desired coverages, which streamlines the experience for both parties and reduces stress. They receive an instant quote, while you get notified via text or email with all the necessary information. This creates a win-win scenario for everyone involved. Additionally, IBQ Webrate is user-friendly, adapting to your customers’ devices for optimized viewing, ensuring no more squinting or misclicking. The entire experience is designed to be seamless and straightforward, making it a breeze to manage.

EngQuote is a dedicated quotation management software designed specifically for the creation, modification, monitoring, submission, and tracking of intricate quotes across various industries. This innovative tool enhances the productivity of sales teams and aids in boosting sales by streamlining the proposal process, which is accessible around the clock. With EngQuote, the sales team can efficiently document inquiries and generate precise, professionally crafted quotes in a timely manner. It is an invaluable resource for sales and marketing professionals, small enterprises, startups, individuals, and larger organizations alike. Additionally, the software features skill assessments that highlight personality traits, further refining the selection process. By implementing an access-based approval system, EngQuote significantly increases the likelihood of securing every quote and proposal while reducing the risk of missed sales opportunities. This built-in approval mechanism ensures that sales representatives receive the necessary authorizations before dispatching any quotes. Overall, EngQuote empowers sales teams to operate more effectively and capitalize on their opportunities with confidence.

TEQuote provides a comprehensive solution for generating quotes related to technical equipment, making it particularly beneficial for professionals within the truck equipment sector. By granting users full control over the entire quoting procedure, TEQuote enhances operational efficiency and simplifies business workflows. Regardless of the competitive landscape, this tool offers the necessary adaptability to meet various challenges. Additionally, it facilitates the quoting of products from different manufacturers through an intuitive step-by-step interface. TEQuote serves both mobile sales representatives and inside sales teams effectively. The platform enables users to compile quotes that include a wide range of bodies and equipment from multiple suppliers in a single document. Furthermore, it allows for quick adjustments to part and pricing details, accommodating changes such as steel surcharges or updates from vendors with ease. As a result, sales teams can maintain accuracy and responsiveness in a dynamic market environment.

The secret to maximizing PROFITS with various cutting technologies, including lasers, plasma, gas, waterjet, and hybrid machines, lies in the automation provided by PEP Technology. With over 40 years of expertise in developing CAD/CAM software, PEP has effectively collaborated with customers to understand their requirements. This extensive experience has led to the creation of highly sophisticated nesting algorithms, user-friendly interfaces, and exclusive databases that empower sales, engineering, and programming teams to achieve five times the productivity and efficiency compared to other CAD/CAM solutions on the market today. Moreover, our Advanced Bullet Nesting technology enables the production of a greater number of parts than our nearest competitor, all while minimizing head raises, decreasing rapid movements, and managing heat effectively. Additionally, our Automatic Job Scheduling feature provides the ability to plan, organize, monitor, and report every aspect related to part cutting, both prior to and following the nesting process, in Real-Time, ensuring seamless operations and enhanced productivity. Ultimately, this comprehensive suite of tools positions PEP Technology as a leader in the CAD/CAM software industry.

Software to quickly generate proposals, product configurations, pricing, quotations, and order creation. Our standard CPQ Software has been helping companies grow for over 20 years. It also helps to reduce costs and improve quality. Complex sales processes can be made repeatable and scalable by us. This allows for standardization, consistent quality, and the ability of companies to do more with the same amount of resources. Sofon strives to ensure its customers make the most of its solutions within their organizations, so that they get maximum return on Sofon.

Revalize provides sector-specific software solutions to drive growth for manufacturing companies, their channel partners, and their customers. For decades, manufacturers and distributors selling pumps, motors, compressors, blowers, valves, actuators, and other types of mechanical equipment have turned to the FPX Intelliquip Selling Cloud and our purpose-built Selector and Configure-Price-Quote (SCPQ) solutions to quickly and profitably select, configure, quote and sell their complex, engineered products across their sales and distribution channels. Through an automated, permission-based approval process, collaborative selling allows you to quickly provide a complete and accurate quotation package. Our Industry Vertical Solutions are supported by over three decades of domain knowledge and support the best brands around.

Experlogix CPQ solution enables sales teams to quote configurable products and services with accuracy. Experlogix CPQ leverages a logic-based rules engine, so product and engineering teams can control product and service options, available feature combinations, pricing and discounting, and automate processes such as discount approvals, helping sales representatives sell more quickly and create accurate quotes every time.