Best Quoting Software for Windows

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.

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.

Simplify your sales process with WinMan ERP’s integrated quoting functionality. Sales quotes and orders can be easily created within the system and automatically linked to the relevant CRM company, providing a seamless and centralised workflow. When utilised with the Product Configurator, the system generates accurate quotes and detailed costings for you, eliminating manual calculations and ensuring precision. Once order approval is received, converting the quote into a sales order and generating the associated bill of materials (BOM) is just a single click away.

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.

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.

QuoteIQ is the all-in-one CRM built for home service businesses like pressure washing, lawn care, window cleaning, junk removal, and striping. Built by real service business owners, QuoteIQ includes everything needed to run and grow a business—quotes, invoices, customer messaging, employee scheduling, review automation, job tracking, and property measurement using MapMeasure Pro. Features like InstaQuote and InstaSchedule let customers quote and book jobs online instantly. Unlike traditional CRMs, all features are built-in—no third-party apps, no per-user fees, and no hidden add-ons. Whether you’re a solo operator or manage multiple crews, QuoteIQ helps you quote faster, book more jobs, stop undercharging, and grow profitably. Use it to manage your entire business from your phone, tablet, or desktop. Trusted by thousands of contractors and service pros across the U.S. Start using QuoteIQ today at myquoteiq.com.

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.

EASA has a unique approach to deploying existing, Excel spreadsheet-based tools as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers as well as subscription based applications (SaaS). Unlike competing solutions, sophisticated spreadsheets with VBA, macros and add-ins can be deployed with EASA. Furthermore, EASA provides full database functionality, approvals and notifications and integration with CRM and ERP systems. Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote), insurance raters, financial analytics, engineering calculations, and many more. Your existing spreadsheet becomes the “engine” for the web app, eliminating any need to extract the logic and reprogram in a separate solution. If your company has made a significant investment into critical spreadsheets, then learn why AIG, Voya, HP and others rely on EASA.

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.

SeoToaster CRM is ideal for any website-centric organization or campaign, as it ships with its own mobile friendly landing pages builder, full blown Content Management System, Google News friendly blog system and Shopping Cart. It also hooks into SeoSamba Marketing Operating System and let you deploy in one click call tracking and multi-sites activity tracking, as well as accessing advanced marketing features. SeoToaster CRM Ultimate mobile app let you connect to any number of both cloud and on-premise CRM installs. No need to log in and out to another app. Access all your contacts, drive to their location, send text messages, emails, place calls, but also add notes or look at open opportunities and understand where they sit in your sales cycle - All from the palm of your hands. Inbound calls create automatically contacts in your CRM before leaving notes with a recording of your call.

PrintSmith® Vision (PSV) is an affordable print shop management software from eProductivity Software that was designed to meet the specific demands of small- to mid-sized print service providers. This scalable platform gives quick printers, digital print shops, sign and display businesses, in-plant facilities, CRDs, and franchise print storefronts complete control of their print operations. It includes job estimating, order management, scheduling, shop floor data collection, as well as accounting, cash management, and reporting tools. In addition, PrintSmith Vision is part of the ePS Suite of Productivity Products. By design, it seamlessly integrates with our powerful MarketDirect Platform for supercharged capabilities that include web-to-print, e-commerce, variable data printing, automated fulfilment, and muti-carrier shipping automation.

Legalesign is UK-based enterprise software to send, sign and manage documents online. Companies use Legalesign to gain significant productivity and financial benefits, increase their customers' satisfaction by removing the need for a printer and enabling them to sign from anywhere and, last but not least, relieve the burden of tiresome paperwork upon long suffering staff everywhere.

FIELDBOSS is a leading field service management solution built specifically for Elevator and HVAC inside Microsoft Dynamics 365. Designed for contracting companies to automate processes, optimize existing resources, and stay connected to customers in real time, FIELDBOSS enables complete visibility and control over every aspect of service and business performance. By consolidating financial, operational, and field service management into a single, integrated software solution with Microsoft Dynamics 365, FIELDBOSS allows you to minimize technical overhead, increase efficiencies, and remove the risks, manual efforts, and costs of trying to run your business using multiple systems.

Zigaflow is an advanced business management platform engineered for SMBs and enterprises, aiming to revolutionize operations across sales, operations, finance, and customer service with its comprehensive suite. It enhances operational efficiency through deeply customizable workflows, real-time inventory , CRM systems, and vendor management. Notably, Zigaflow excels in its seamless integrations with essential tools like Xero, QuickBooks & email facilitating a cohesive workflow and data synchronization across platforms. This software simplifies complex processes, provides actionable insights via real-time data analytics, and aids in strategic decision-making. Designed for businesses in search of a powerful, yet easy to use and set up solution to streamline their operations, Zigaflow minimizes manual errors, optimizes task management, and empowers teams to concentrate on driving growth.

Experlogix CPQ software solution helps businesses streamline the quote-to-order processes. Designed to handle complex product configurations and pricing, Experlogix CPQ is great for manufacturers and businesses with intricate product offerings. Enable your sales teams to quote complex configurable products and services with accuracy. Experlogix CPQ manages product and service options, available feature combinations, pricing, and discounting, and automates quote processes, helping sales representatives quote fast and sell right – every time. Build and design products per specific customer needs, with features that help select, visualize, and specify options, making the process easy to control and navigate. The pricing function leverages logic-based rules to generate complex quotes that are accurately priced. Generate customized, accurate, and compelling quotes faster and ensure your sales reps are delivering exact prices and discounts at the highest possible margin every time.

Apparound is more than an ordinary CPQ. Is an all-in-one sales tool that allows reps to be more effective during the negotiations by simplifying their daily activities and allowing them to involve more the customer. The solution consists of 10 modules that manage the complete sales cycle: from the presentation of marketing materials to the configuration of the offer through the CPQ, to the closing of the negotiation with the collection of the order through electronic signature. All in extreme simplicity with the sole use of a tablet or smartphone, or through access to any browser.

CPQ software (Configure, Price, Quote) is the digital link between customers and production. Core functions are product configuration (configure), pricing (price) and quote creation (quote). The software is consistently orientated towards the customer’s needs. It selects suitable products for each use case. Rules ensure that the configuration is correct to enable all subsequent processes to start seamlessly. Using a modularised variant system, standardized function modules can be intelligently combined to create customer-specific product variants. The product configurator of a CPQ system translates the customer view into suitable products and product features. Rule-based workflows replace internal consultation & approval. The sales cycle is shortened by 28%. Sales efficiency, optimal pricing, cross-selling & upselling increase sales & profit.