As of June 2026, there are 40 SaaS companies in Quote Management Software. They have combined revenues of $399.5M and employ 3.2K people. They have raised $274.3M and serve 60K customers combined.
Quote Management Software is designed to streamline and automate the process of creating, delivering, and managing quotes for products and services. This category of software helps businesses ensure accurate pricing, compliance with regulations, and consistent communication with customers. Key features often include templates for quotes, tracking capabilities, and integration with other sales tools to facilitate seamless operations. The primary use cases of Quote Management Software include generating accurate quotes for potential clients, tracking quote status, and managing revisions and approvals. Organizations leverage this software to enhance sales productivity by reducing the time spent on manual processes and improving the accuracy of quotes sent to customers. Common buyer personas include sales operations managers, sales representatives, and finance professionals who rely on quick access to pricing data and configuration options in real-time. Additionally, Quote Management Software may offer features that integrate directly with customer relationship management (CRM) systems to provide a cohesive view of client engagements. The software is crucial for businesses aiming to enhance their sales processes, maintain consistency in quotes, and improve the overall customer experience.
Sorting: Highest -> Lowest
Showing 10 of 19 companies ranked by annual revenue.
San Francisco, California, United States
Quote Roller is a software as a service that helps to create, send and track business proposals online with built-in analytics and electronic signatures.
Gandhinagar, Gujarat, India
Biziverse serves 35,000+ Indian businesses with easy & effective tools to manage ✅ Leads ✅ Quotations ✅ Order Tracking ✅ GST Billing ✅ Inventory ✅ Accounts ✅ Manufacturing and more! Break the myths about ERP being complex, expensive, and inaccessible, Biziverse aims to empower every Indian business by offering easy to use software tools at a very low cost, with high quality support. Watch Demo at: https://Biziverse.com/DemoERPLI
New York, New York, United States
Creating proposals should be quick and impactful, not tedious paperwork. Our AI Proposal Generator removes the cold-start problem for preparing a proposal and lets you focus on what truly matters to win. Let our AI generator create your quality proposal and customize the content according to the client's priority, project context, service type, length, tone, and more. Skip the chore and unleash your business potential! 🚀
Gurugram, Haryana, India
We are MiClient, an AI B2B sales enablement platform for closing deals faster. The rapid growth in the digital transformation has underscored the need for efficient Configure, Price, Quote (CPQ) solutions that keep pace with the complexities of modern sales processes. Traditional CPQ providers often fall short in offering the efficiency and simplicity that sales teams require, leading to substantial revenue loss and operational inefficiencies. MiClient aims to fill this glaring gap. With a leaner, more affordable SaaS-based CPQ solution, MiClient is strategically positioned to help sales teams close deals faster, more efficiently, and at a lower cost. MiClient sets itself apart by providing a leaner, more user-friendly platform specifically tailored for SMEs (B2B Manufacturing), without compromising on features or reliability. The average time taken to close the deals for our customers is 10 days now, which is 3x faster than earlier. Looking forward to connecting and exploring synergies.
San Diego, California, United States
A break through SaaS-based sales enablement platform focused on the complex permanent life and annuity income products niche. Traditional life and annuity income sales still hinge on a manual time-consuming process requiring users to interface with multiple platforms each with their own non-uniform workflows. Our Ensight Intelligent Quote and Proposal Visualization solutions capitalize on internal and external data sources radically changing the end to end quote to presentation experience all in a unified and compliant manner to meet best interest regulations. The result is our cloud-based solutions have a demonstrated ROI and impact for Carriers, distribution, producers and advisor's and increases the ease in creating product comparisons, product bench marking with a selection of outputs based on individual preference. We deliver significant time savings while creating better collaboration between departments and ultimately driving more sales and increased premium dollars. All of th
Bedford, Nova Scotia, Canada
QuickFacts is a software company built by brokers for brokers, aiming to improve the business operations and efficiencies of insurance brokerages through a SaaS platform that consolidates information and presents side-by-side comparisons of insurance carriers.
Windermere, Florida, United States
AgentDealer is designed for the office technology industry and allows dealers to capture customer and prospect information, engage and track activity, identify new leads, manage existing assets, and expand their pipeline, all from one central location, accessible by mobile, tablet, or desktop. Integrated with your data, AgentDealer becomes the hub for all the information reps need to build, send quotes, and produce account reviews in seconds. Combine this with state-of-the-art workflows that drive your process for success and reporting capabilities that give you the insight you need to make fast strategic decisions. Built on Salesforce.com, you now have a world-class platform to customize any way you need to fit your business needs. If you are not getting what you need from your CRM, visit our website and sign up for a live demo of AgentDealer to see what a modern platform can do for your business.
Montreal, Quebec, Canada
QuoteMachine is a cloud software to help local retailers turn any in-store conversation into an online sale.
United States
Helping you improve sales efficiency & accuracy through leverage of your existing Sales Cloud. If Revenue Cloud is too much, Flexpricer for Sales Cloud gives Rev Ops, Sales Ops, Admins and Consultants powerful CPQ functionality layered on standard Sales Cloud capability. It automates common sales strategies that businesses increasingly demand in today's competitive selling environment. You know already that sales are at risk when you don't have the flexibility to price products and services in a competitive and compelling way possible. Flexpricer allows a Salesforce Administrator to set up pricing strategies really quickly & easily because the app uses objects that you already have: Standard Salesforce Opportunities & Quotes. Installation takes your existing configuration, preserving your existing data and simply extends it with the powerful strategies that help. You really can start using it straight away. Imagine: you could be up and running same day! If you need support, we're here to help with a responsive and dedicated team. Flexpricer is the perfect app for you if your business could benefit from selling more profitably, efficiently and accurately in Salesforce CRM. ✅ Install in just a few minutes in Salesforce Professional Edition and above ✅ No lengthy setup ✅ No heavy complexity ✅ Free to try-out - start making more sales and profits before you make any commitment at all ✅ No loss of critical opportunity/sales data on uninstall We know of no simpler way to get the powerful strategies to help you sell more profitably, efficiently and accurately. Sure, you could spend 💵 💵 💵 on a complex CPQ solution that's designed to be massaged into any conceivable configuration. Or, you could try Flexpricer today and see exactly how quickly and easily you can start generating more sales and profits using the strategies that online businesses have been using for years. You can try Flexpricer now, install from https://flexpricer.com/install
Pune, Maharashtra, India
Ready to make your sales process simpler and faster? 🤩 Discover how Precise CPQ Software Solution can help you! Our feature-rich guided selling tool allows your sales teams to size, select, and configure Engineer to Order and Configure to Order products with ease. Plus, it's integrated with existing enterprise applications and makes submitting competitive quotes a breeze. Find out more at www.configuratorsolutions.com - you don't want to miss this! preciseValve preciseValve is our valve Configure, Price, Quote (CPQ) software. It performs valve sizing calculations, guided valve selection & quotation generation, for Control Valves, Safety Relief Valves as well as on-off valves. It gives users the ability to evaluate a large number of design alternatives quickly, without referring to catalogs & data sheets. It is in compliance with industry standards & its flexible architecture accommodates any proprietary sizing that might be used by your organization. More on www.valvecpq.com precisePump precisePump is a guided sales software for the pump sizing, selection & quotation or pump CPQ. Its intended users are sales teams, application engineers, representatives or distributors, and end-customers. It helps automate & streamline the sales cycle and helps your organization and business partners make better sales decisions. It is custom-developed to fit your business needs & sales process. Ease of use, scalability, a consistent look & feel across platforms & integration with enterprise applications are its technology highpoints. For more, visit www.pumpcpq.com
- Must provide tools for creating, editing, and managing sales quotes - Should allow for customization of quote templates and pricing structures - Must track the status of quotes and provide analytics on conversions - Should integrate with existing sales and CRM systems for seamless workflow - Not just focused on creating quotes; must also manage follow-ups and quote approvals - Should accommodate various pricing models, including discounts and promotions - Targeted at sales teams and professionals requiring efficient quote management
Each Tuesday, we reverse-engineer a real SaaS company's revenue, profit, CAC, funnels, and its top growth tactic.
Sign up to access all features
Sign up with GoogleSign up with LinkedInAlready have an account? Log in
GetLatka is trusted by 200k+ founders, researchers, and marketers.
No contracts, cancel at any time