Best Quoting Software with a Free Trial of 2025 - Page 4

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.

Simplify the process of creating intricate quotes with GleanQuote's CPQ engine, allowing you to design tailored solutions for your clients in just minutes. Streamline the formalization of sales and product knowledge into a systematic approach that leads your team to optimal solutions for customers. Empower your team to efficiently generate successful proposals using a limitless array of fully customizable templates that highlight your offerings. Additionally, implement guiding frameworks and analytical tools within your sales workflow to ensure that your team remains concentrated and aligned with their objectives, enhancing overall productivity. With these features, GleanQuote not only accelerates the quoting process but also fosters a more strategic sales environment.

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.

@360insights is a company that provides the IT Channel with CPQ Solutions and data services for eCommerce and sales. channelcentral transforms real business problems into revenue-generating, cost-saving processes with CPQ solutions. Data services improve eCommerce experiences for complex products that need configuration. It offers a unique SaaS service that takes into account product lifecycle management, which is not offered by other providers. We are a team made up of channel experts and developers who have a deep understanding of the IT Channel. We are committed to showing our customers Return on Investment.

Business Bits is an ERP software that is cloud-based and specifically designed for MSME units. It is simple to use, easy to customize, and has many notification options. Customers can choose the functionality they want to use to control their costs. We only charge for what you actually use.

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.

COVALYZE enhances your entire strategic procurement workflow, encompassing everything from managing demand to evaluating RfPs. Utilizing COVALYZE equips you with a superior category dataset that includes all technical business specifications in an organized manner. By merging intricate business specifications with supplier pricing, you will uncover fresh insights into your category data, such as identifying which business features influence pricing, ways to minimize article variations, and much more. Don't miss the chance to experience it firsthand—schedule a free demo session today! COVALYZE serves as an essential platform for OEMs and large-scale manufacturers aiming to reduce the costs associated with sourced components and services while improving their time to market. Furthermore, COVALYZE consolidates crucial information for your negotiations in one convenient location, highlighting component feature prices, identifying overpriced items, and revealing high-priced suppliers, among other valuable insights. This comprehensive approach ensures that you have all the necessary information at your fingertips to make informed decisions.

EQUP is a powerful all-in-one solution that streamlines business processes. EQUP offers industry-specific solutions to businesses in the Service, SaaS and E-commerce sectors. This ensures that they don't have to settle with generic solutions. One of the best features of EQUP allows business owners to manage multiple businesses with a single account. You don't need to buy a new plan to manage other businesses. EQUP's inventory pooling function allows you to easily pool your Emails and Users, Tags, Tasks/Tasks, Appointments, Tasks, Tasks, Tasks, Tags, Tasks, Tasks, and other features among your companies. This allows you to control all aspects of your business and ensures that you don't miss any feature. EQUP also provides you with a dedicated account manger who will assist you in onboarding and with any other software questions.

CrmOne is an innovative CRM platform that helps businesses scale and enhance their customer relationships. Our all-encompassing solution consolidates marketing and business automation, provides unlimited access to tools & a worldwide CRM system. Our CRM platform is used by over 4,000 organizations in 120 countries. CrmOne is a great choice for companies looking to optimize their CRM process, AI integrate marketing and sales efforts, and achieve global reach, while saving time and boosting growth. CrmOne lets you automatically save leads data, create a user journey, and bring teams together to create an unprecedented sales platform. Create a free website, get richer insights, nurture warm leads, create contact profiles, manage deals, track conversations, schedule appointments, automate workflows, and even simplify your social media posting.

Transform your sales interactions into a cohesive, personalized, and easily monitored sales environment. Reduce the clutter of inundated inboxes by adopting a dynamic hub where all your sales and customer success resources are just a click away. You can effortlessly share demo recordings, collaborative strategies, essential documents, and learning materials, among other things. Differentiate yourself from competitors by integrating the complete sales journey into one streamlined, adaptable, and traceable workspace. We are dedicated to assisting you at every stage, from initial outreach and post-demonstration follow-ups to finalizing deals and continuing on to onboarding and managing accounts. With our support, you can ensure a seamless experience for your clients throughout the entire sales process.

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.

Mercura provides an AI-enhanced configure-price-quote (CPQ) platform specifically tailored for the complexities of manufacturing, empowering businesses to enhance their sales processes by automating essential workflows. The platform features a powerful configuration engine, dynamic product modeling, intricate pricing calculations, and stunning 2D/3D visualizations, including augmented reality, which together create engaging and interactive experiences for customers. Additionally, it facilitates automated generation of quotes and documents, integrates smoothly with current CRM and ERP systems, and offers sophisticated analytics to track demand trends, usage of configurations, and regional preferences. By utilizing Mercura, manufacturers can significantly decrease quote-to-order inaccuracies, speed up sales cycles, boost conversion rates, elevate average selling prices, and drastically reduce product returns—potentially by as much as 80%—all while improving operational efficiency. Furthermore, its modular features, such as ESG insights and real-time sales analytics, enhance strategic decision-making, allowing companies to remain agile in a dynamic market environment. Ultimately, Mercura's platform not only streamlines the sales process but also positions manufacturers to better meet customer needs and adapt to changing market demands.

Configure smart, accurate deals faster. No matter how complex your business is, empower your sellers to accurately quote and spend less time selling. Conga CPQ makes it easier for sellers to close more deals and achieve a higher win rate. Construct complex products and services, provide accurate quotes and make smarter deals by using the most current pricing and product information. The process is smooth and error-free, which will be appreciated by your customers. 82% of B2B decision makers believe sales reps lack preparation. Conga CPQ allows you to scale the actions your top sales reps across the entire organization by providing pricing guidance, guided selling, and margin protection.

SAP CPQ, previously known as CallidusCloud CPQ, enhances the customer journey by equipping your sales personnel and partners with the capability to manage intricate product configurations, streamline pricing, and create visually appealing proposals. With the SAP CPQ platform, you can ensure that customers receive the most suitable product at the ideal price and moment, thereby accelerating sales across various channels through seamless integration with any CRM or ERP system. By enabling sales representatives to expedite transactions across multiple platforms, the solution helps eliminate ordering mistakes, produce proposals in real-time, and tailor pricing for specific customers and channels. This integration fosters intelligent and streamlined sales processes that expedite quote generation, simplify approval workflows, shorten sales cycles, and allow staff to concentrate on driving sales. Additionally, it enhances business intelligence to capitalize on sales opportunities, boost cross- and up-selling efforts, and fine-tune pricing strategies while safeguarding profit margins. Ultimately, implementing SAP CPQ can lead to a more efficient sales environment that drives growth and enhances customer satisfaction.

Oracle's Configure, Price, Quote (CPQ) system assists clients in a systematic approach to submitting a precisely configured and comprehensive purchase order. After the customer inputs the correct configuration, the CPQ system generates a pricing quote that encompasses all applicable discounts, terms, and conditions tailored specifically for that client. Should the customer agree to the quote, it is transformed into an official order. This solution enhances the accuracy of orders, reduces the duration of sales processes, and minimizes operational expenses. Notably, it stands out as the sole CPQ solution on the market specifically engineered to link the front office with the back office seamlessly. Additionally, its user-friendly interface ensures that clients can navigate the ordering process with ease.

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.

To stay at the forefront of the business world, automating the sales process is essential, ensuring that it remains swift, simple, and consistently tailored to individual needs. This is where Smart CPQ software comes into play, empowering your sales teams to present the ideal product at the optimal price in record time. With PROS configure, price, quote software solutions, your team can respond to customer inquiries in mere minutes, driving sales forward. By integrating AI-driven price optimization techniques, your sales personnel will enhance their chances of sealing the deal with an initial quote. Thanks to PROS CPQ software, your team can efficiently generate accurate quotes for the best products at competitive prices. Eliminate obstacles in the sales process; Smart CPQ technology streamlines the entire experience while offering robust, user-friendly tools that enable your representatives to pinpoint the right offerings, tailor configurations, oversee approvals, set competitive prices, and create polished proposals that impress clients. This comprehensive approach to sales automation not only boosts efficiency but also enhances customer satisfaction, making it a vital asset for any forward-thinking business.

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.

We assist B2B companies like yours in refining pricing strategies and enhancing sales to attain reliable and lucrative results while unlocking your limitless commercial capabilities. Our approach utilizes a combination of our exceptional talent, effective processes, and advanced technology. Discover our top-tier solutions designed to unleash the full commercial potential of your offerings, validated by leading companies around the globe. Vendavo Pricepoint stands out as a cloud-based dynamic price management software that consolidates all essential pricing information into a single, secure location. With this tool, pricing teams can establish and oversee their pricing strategies through customizable rules and calculations. This adaptable pricing framework can seamlessly extend across various products, regions, countries, channels, and customers, ensuring that pricing remains accurate and appropriate in every situation. Additionally, by leveraging our innovative solutions, organizations can gain a competitive edge in their respective markets.

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.

Every organization is unique, characterized by distinct individuals, processes, tools, systems, structures, objectives, hurdles, and priorities. ProQuote focuses on developing tailored sales quotation solutions that empower businesses to streamline operations, improve customer relations, and increase sales performance. Unlike most CPQ software that either adopts a low-cost “one size fits all” model or becomes overly complex and pricey, our offering is designed specifically for manufacturers, distributors, technical integrators, and wholesalers who seek a customized solution that meets their specific requirements at a fair cost. We understand that merely having software isn't enough to resolve your challenges or ensure your organization's success; instead, sustainable improvements arise from the integration of software with skilled personnel, a reliable strategy, measurable results, and a clearly defined business process. Our “PQ Sure” methodology combines strategic insight, consulting expertise, and advanced software to effectively address your quoting and estimating issues, ensuring a comprehensive approach to business improvement. Ultimately, we aim to foster an environment where businesses can thrive through well-rounded solutions that incorporate both technology and human expertise.

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: starting from the configuration of the offer to the collection of the order.

In the process of preparing quotes, integrate discounts and taxes for each line item or incorporate them into the total pricing directly. Organize and categorize frequently utilized products and services with tailored fields for easier access. Facilitate online quote submission for customer approval, allowing for seamless updates. Utilize a content library to store reusable materials, accelerating the quote preparation process significantly. Engage in discussions with customers as they review quotes online, addressing any objections instantly. Oversee distinct combinations of products and services in your catalog that cater precisely to your buyers' requirements. Craft optimal solutions from the catalog that address customer needs efficiently while generating quotes. Deliver documents to customers through an online viewer, receiving immediate notifications regarding views and comments. Establish token placeholders for customer information within your templates, enabling quick replacements prior to sending. Additionally, streamline the entire quoting process to enhance overall efficiency and customer satisfaction.

Are you frustrated with quoting software that fails to evolve alongside your business? Clarity Software is here to help you work more efficiently. From the very first day, you can expect consistency, transparency, and assurance of profits. With automatic invoice generation from the confirmed quotes sent to your customers, you can trust that each invoice is accurate and professionally branded thanks to our customizable templates. Eliminate the hassle of following up on payments, as you can create intricate quotes in mere seconds and monitor progress until the job is completed. No more guessing—gain access to real-time pricing through comprehensive price lists. These lists allow you to categorize products from various suppliers as well as those that you manufacture in-house. Effectively manage your bill of materials and evaluate your cost versus profit margins. Keep track of all customer interactions seamlessly, from initial leads to finalized sales. Dive into your data to uncover insights on your successes and areas for improvement, ensuring you stay competitive in the market. With Clarity Software, you can streamline your operations and focus on driving growth.