Top 40 Quote Management Software SaaS Companies in May 2026

Cincinnati, Ohio, United States

EasyAppsOnline is A Broker's Everything Tool that provides a unified platform to deliver solutions for: - ACA Quoting - Level-Funded Screening - Benefit Enrollment - New Hire Onboarding - Life Events Administration We believe the success of your agency relies on the efficiency of gathering and processing enrollment data for your clients. EasyAppsOnline has all the tools needed to allow your agency to not only prosper with existing clients, but to help you expand your client list. More than one million enrollments have been completed on EasyAppsOnline, and we serve more than 5500 brokers across America. Our application system is powered by a comprehensive library of over 1900 applications, for enrollment in both core and voluntary products at the same time. EasyAppsOnline always offers FREE training and ongoing support. It is our goal to ensure your success with EasyAppsOnline. Additionally, we offer FREE custom branding and there is NEVER a fee for our enhanced reporting features. Request a demo today and see how EasyAppsOnline can help you grow your business.

United States

Creatomus offers a design automation and digital sales solution for house manufacturers and property developers. Our online house configurators let buyers to create building designs for their needs and get automated pricing proposals. Configurators integrate with BIM and connect to your production systems, CRM and ERP systems. Configured designs can be exported to VR and AR solutions for your clients. Our tools help you define your customers’ needs and expectations, while also offering your clients a quick-and-easy way of seeing how much their required design would cost. Buyers can use house configurator to customise house designs to suit their needs, preferences and their budget. All customisations are automatically priced. With modern web analytics we can identify those hot leads - visitors who are most likely turn into your customers. House configurator software features: ● Online and on all devices – no software downloads required ● Instant visualisation – all changes are immediately shown to buyers ● Interactive 3D models – all choices are shown in the three-dimensional model ● Capture sales leads – contact request made via the configurator are captured and displayed in the Staff Portal ● Unlimited design customisations – there is no technical limit of how many choices a configurator can accommodate ● Real-time pricing – the total price of the chosen configuration is calculated on the fly; pricing can be added to individual building components or calculated per floor area ● Automated PDF quotes – users can download a summary specification for their configured designs ● Multiple languages and currencies – the configurator user interface can be translated into any language ● Customer login – buyers can save and revisit their designs

Swansea, Wales, United Kingdom

Never send a late quote again. Never create a contract saved as a copy of a previous contract, again. Never find and replace again. Banish excel, word/pdf, email and verbal quotes, proposals, contracts, onboarding forms with software that's so easy and yet so powerful, you'll wonder how you and your team ever coped without it. Your clients, suppliers, employees expect speed and professionalism each time, every time. DocFlite is cloud-based, so accessible on any browser-enabled device, which means you can quote when you need to - where ever you are. Our mission is to save time for business owners, sales managers, sales teams, finance teams, HR teams and other back office staff. Get used to a document that; - chases itself with automatic reminders - tells you when your client has opened it with click notifications - updates its final price with selected optional items - automatically updates its status when the recipient takes and action Why DocFlite? We work directly with our clients to ensure they get the best solution to their problem. We don't even tie you into lengthy contracts - we operate on a subscription model, giving you a chance to weigh the value of our solution and massively reducing your financial risk. Get in touch with us to see if/how we can work together: Email us at [email protected] Call us on +44 1792 823 615

Paris, France

Provider of a contacts and activities management platform. The company helps to connect to quotes, invoices, emailing applications that are directly linked to one's phone, enabling clients to get an easy and handy tool perfectly adapted to their needs.

Greensboro, NC, United States

HaystackCRM is the premier CRM solution for small to medium businesses. Eliminate data entry at the end of the day – capture information quickly, completely, and on the spot. Managing your leads doesn’t have to mean long hours. You’re on the go, and now you can fully operate all features of your CRM on any mobile device. But, if you still love an afternoon with your laptop, we have that covered, too. More than just contacts and opportunities, manage your product catalog and generate sales orders and quotes. You won’t find that with your average CRM.

Santa Clara, California, United States

TYSO helps SMB's and Startups by providing strategy, architecture, development, implementation, administration and support for the Salesforce ecosystem. Our specialty is in Quote to Cash and metrics for Subscription/SaaS businesses. Check out our Transaction Management Application, the only Quote to Order application built specially for SaaS companies: http://www.tysoapps.com

Nairobi, Nairobi, Kenya

Kakbima is an insurtech company that provides tools to connect insurers, distribution partners, and customers to transform the way insurance is bought, managed and sold. At the center of the ecosystem is our insurance management and distribution platform that removes the barriers to flexible products development and distribution channels helping more new businesses get started, expedite growth for existing companies, and increases global consumer coverage. We have brought numerous insurance purchase and management processes into the digital space. The platform’s features combine Customer Relationship Management (CRM), products (Motor and Motorcycle fully supported), policy, claims management, quotations automation, premium payments, and much more in a single, integrated platform, enabling our users focus on what matters.

United States

AFFÄRSPLATTFORMEN FÖR DET MODERNA TJÄNSTEFÖRETAGET AddHub erbjuder alla digitala verktyg det moderna tjänsteföretag behöver i en och samma affärsplattform -med över 100+ verktyg byggda för specifikt för tjänsteföretag. Våra olika hubbar är: - CRM & Säljstöd - Hemsidor - Bokningssystem - Kalenderbokningar - Offertförfrågningar & fakturahantering

Gennevilliers, Île-de-France, France

Avec Euraiqa, oubliez les longues heures passées à préparer des propositions commerciales. Grâce à notre intelligence artificielle, préparez vos entretiens, menez des appels de découverte ultra-efficaces et générez des propositions commerciales personnalisées en un éclair. Pourquoi choisir Euraiqa ? 🚀 Plus rapide : En quelques clics, Euraiqa transforme les réponses de vos prospects en propositions commerciales prêtes à l’emploi. Gagnez du temps pour vous concentrer sur ce qui compte vraiment : convertir ! 🎯 Ultra-personnalisé : Chaque proposition est unique et ajustée aux besoins spécifiques de chaque client. Dites adieu aux offres génériques et améliorez vos chances de conclure. 📈 Plus de ventes : Des offres mieux ciblées, plus pertinentes – c’est la recette gagnante pour convaincre vos prospects et signer plus de contrats. 🤖 Plus d’efficacité : Libérez vos équipes des tâches répétitives et chronophages. Avec Euraiqa, elles peuvent se concentrer sur l’essentiel : les relations clients. ✅ Précision : Réduisez les erreurs grâce à l’automatisation. Vos propositions sont toujours alignées avec les attentes de vos clients, sans fausses notes. Essayez Euraiqa gratuitement ! Que vous soyez une startup ou une PME en pleine croissance, Euraiqa simplifie et optimise la découverte client et la création de propositions. Transformez vos ventes, dès aujourd’hui !

Atlanta, Georgia, United States

Developer of a mobile and web platform intended for lead generation and business management. The company's platform provides services like customer management, scheduling, quoting, invoicing, payments and reputation management, enabling clients to grow and manage their business.