Top 9 Quoting Software in Estimates

1

Joist

• User-Friendly Interface - Joist offers a simple and intuitive user interface, making it easy for contractors and small businesses to navigate and use its features without a steep learning curve.
• Mobile Accessibility - The platform includes a mobile app, allowing users to manage their estimates, invoices, and payments on the go, which is particularly beneficial for contractors working on-site.
• Customizable Templates - Joist allows users to create and send professional-looking estimates and invoices with customizable templates, enabling businesses to maintain brand consistency in their documents.
• Integrations - Joist integrates with QuickBooks and other accounting software, allowing for seamless financial management and data synchronization between platforms.
• Time and Cost Efficient - The platform streamlines the process of creating estimates and invoices, saving time and reducing the administrative burden on small business owners.

#Accounting #Small Business #Field Service Management

Kanera

• Notifications - Stay informed about relevant updates, changes and activity across your work.
• Trello Import - Import existing Trello boards into Kanera to quickly migrate your projects and work.
• MCP Integrations - Connect Kanera directly to AI tools such as ChatGPT and Claude through the Model Context Protocol.
• REST API - Integrate Kanera with external applications and services using its REST API.
• Webhooks - Send Kanera events to external applications and services using configurable webhooks.

#Project Management #Task Management #Productivity Featured

• User-Friendly Interface - Invoice Bacon offers a simple and intuitive interface that makes it easy for users to create and manage invoices without a steep learning curve.
• Time-Saving Features - The platform includes automation features that help users save time on routine tasks like invoice generation and payment reminders.
• Customization Options - Users can customize invoices to better fit their brand by adding logos, colors, and other graphic elements.
• Integrations - Invoice Bacon integrates with popular accounting software and payment gateways, which streamlines financial processes.
• Cost-Effective - The service provides good value for money with its pricing plans, making it accessible for small and medium-sized businesses.

#Billing & Invoicing #Invoicing #Estimates

3

Scopewright

#Productivity #Project Management #Small Business

4

Estimates App

#Field Service Management #Construction #Construction Management

5

TradeQuoteAI

• AI-Assisted Quote Generation - Generate professional, branded quotes for trade jobs in under two minutes with AI-assisted line items and pricing.
• One-Click Quote → Invoice Conversion - Convert any accepted quote into a VAT-compliant invoice with a single click — no re-keying details.
• Automatic UK VAT Calculation (20%/5%/0%) - Built-in support for the standard, reduced and zero UK VAT rates so quotes and invoices are always compliant.
• WhatsApp & Email PDF Delivery - Send branded quote and invoice PDFs to customers directly via WhatsApp or email from inside the app.
• Payment Status Tracking - Track which invoices are sent, viewed, paid or overdue with at-a-glance status indicators.

#Billing & Invoicing #Small Business #Field Service Management

6

SwiftSignQuote

• E-Commerce Suite - A public storefront where customers get real-time pricing, configure custom products, and check out instantly, fully white-labeled under the shop's own branding.
• B2B Trade Portal - A private wholesale portal with custom pricing tiers/discounts per client, account management, and instant invoicing via Xero/QuickBooks.
• Dynamic Instant Quoting - An "Engineered Pricing Engine" that prices any product in real time based on actual manufacturing inputs (machine time, materials, waste) instead of flat estimates.

#eCommerce #eCommerce Software #Estimating Software

7

shopVOX

• Comprehensive Feature Set - shopVOX offers a wide range of features including quoting, job tracking, invoicing, CRM, and employee scheduling, making it a one-stop solution for many business management needs.
• Customization - The platform allows significant customization to adapt to specific business processes, which can enhance efficiency and workflow for different types of users.
• User-Friendly Interface - The software is noted for its intuitive and easy-to-navigate interface, which reduces the learning curve and helps new users get up to speed quickly.
• Cloud-Based Accessibility - Being cloud-based, shopVOX enables users to access their data and manage their operations from virtually anywhere, provided there is an internet connection.
• Customer Support - shopVOX offers robust customer support including tutorials, webinars, and a responsive support team to help users resolve any issues they encounter.

#eCommerce #ERP #Online Services

8

EstimateKit

• Streamlined Estimating Process - EstimateKit is designed to simplify and speed up the process of creating construction or project estimates, reducing manual calculation errors and saving time compared to spreadsheet-based methods.
• Templates and Reusability - The platform likely offers pre-built templates and the ability to save and reuse previous estimates, making it faster to generate quotes for similar jobs.
• Professional Output - Estimates and proposals generated can be formatted professionally, helping contractors and businesses present a polished, consistent image to clients.
• Centralized Data Management - Storing pricing, materials, and labor costs in one place allows for easier updates and consistency across multiple estimates and projects.
• Accessibility - As a web-based tool, EstimateKit can potentially be accessed from multiple devices, allowing users to create or review estimates while on the go or at job sites.

#Field Service Management #Work Management #HVAC Software

9

Quotient

• Templates – Create, Share & Reuse Templates
• Templates
• Templates library

#Configure Price Quote (CPQ) Software #Proposals #Quotes

Finblick

• Quotes Management - Create branded, multilingual quotes with customizable templates, dynamic placeholders, discount automation, and a built-in approval workflow.
• Invoicing and Billing - Generate single invoices, partial invoices, down payment invoices, cancellation invoices, and credit notes directly in Salesforce, with document attachments and multi-currency support.
• E-Invoicing (ZUGFeRD & DIN-5008 Compliant) - Legally compliant electronic invoices in XRechnung and ZUGFeRD formats, meeting German e-invoicing requirements.
• DATEV export - Automated export of financial data to DATEV for seamless handover to tax advisors.
• Bank Integration - Connect bank accounts via Open Banking (FinAPI) for transaction management and bank reconciliation within Salesforce.

#Salesforce App #Accounting #B2B SaaS Featured