Top Quote Management Software Platforms

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In 2025, the US landscape for quote management software platforms is diverse and specialized, addressing the unique needs of industries from telecom to manufacturing. In California, Veles enhances enterprise sales with an innovative pricing calculator, while iQuoteXpress reduces proposal costs drastically through CPQ integration. MasterStream ERP, located in Corona, specializes in telecom automation, delivering millions of quotes monthly. In comparison, New York's hapily elevates HubSpot CRM functionality with subscription management tools. Each platform offers unique advantages such as CRM and CPQ integrations, making them indispensable for investment professionals seeking cutting-edge solutions.

Veles (YC W24) logo

Veles (YC W24)

🇺🇸 Santa Barbara , California, US

Veles specializes in software development, offering an innovative pricing calculator designed to enhance the efficiency of enterprise sales teams by streamlining quoting processes and integrating with CPQ tools. By eliminating reliance on traditional methods like Google Sheets, Veles aims to empower sales representatives to achieve top performance in deal velocity and pricing strategy.

pricing calculator
enterprise sales
sales strategy
deal velocity
pricing strategy
sales negotiations
deal operations
RevOps
CPQ integration
go-to-market
Company size: 2-10
Founded: 2023
salesElement logo

salesElement

🇺🇸 1 Blue Hill Plaza Lobby Level #1509

Offering customizable web-based proposal and quoting software, this software development firm streamlines the sales process by reducing the time required for proposal creation and enhancing CRM integration, ultimately boosting sales efficiency and customer service. Its innovative approach to document automation and collaboration caters to a wide range of businesses, from small teams to larger sales forces.

proposal software
quoting software
document automation
CRM
sales
SaaS
CPQ
Company size: 11-50
Founded: 2003
iQuoteXpress logo

iQuoteXpress

🇺🇸 4240 Fulton Ave, Suite 112 Studio City, California 91604, US

iQuoteXpress specializes in cloud-based sales proposal automation software, offering a CPQ (Configure, Price, Quote) solution that integrates seamlessly with various CRM systems. Its innovative features, such as guided selling configurators and dynamic catalogs, enable businesses to reduce proposal costs by up to 70% while enhancing proposal accuracy and presentation.

cloud-based
CPQ
proposal automation
sales proposal
CRM integration
quoting software
dynamic catalogs
guided selling
pricing policy
sales reporting
lead management
product configurator
Company size: 11-50
Founded: 2009
Configurator Solutions, Inc. logo

Configurator Solutions, Inc.

🇺🇸 Suite 105 501 Silverside Road Wilmington, Delaware 19809, US

Specializing in software development, this firm offers innovative Configure, Price, Quote (CPQ) solutions tailored for engineered products, including valve and pump sizing and selection tools. Their feature-rich applications streamline the sales process, integrate seamlessly with existing enterprise systems, and enhance decision-making for sales teams and engineers.

CPQ
guided selling
industrial products
valve sizing
pump selection
quotation generation
engineered products
enterprise integration
sales automation
design alternatives
flexible architecture
compliance
Company size: 51-200
Founded: 2010
hapily logo

hapily

🇺🇸 New York City, New York, US

Hapily specializes in software development, creating innovative applications that enhance the functionality of HubSpot's CRM platform. Their unique offerings, such as event management and subscription management tools, empower users to optimize operations and drive growth within the HubSpot ecosystem.

hubspot
apps
event
saas
cpq
management
subscriptions
revenue
automation
integration
quotes
development
Company size: 11-50
Founded: 2023
MasterStream ERP logo

MasterStream ERP

🇺🇸 Corona, CA 92883, US

MasterStream ERP specializes in providing configure price quote (CPQ) solutions tailored for the telecom industry, focusing on end-to-end automation of business processes. Their innovative hosted software simplifies quoting, order management, and back-office operations, enabling telecom providers to enhance efficiency and reduce labor costs while delivering over 30 million quotes monthly.

CPQ
telecom
automation
quoting
order management
CRM
document automation
proposal automation
workflow management
API integration
lead-to-cash
supplier aggregation
Company size: 51-200
Founded: 2005
Tacton logo

Tacton

🇺🇸 750 N State St Chicago, Illinois 60654, US

Tacton specializes in SaaS solutions for Configure, Price, Quote (CPQ) and Design Automation, streamlining the sales process for manufacturers of complex products. Renowned for its advanced product configuration and visualization capabilities, Tacton leverages innovative technology to enhance sales performance and drive industrial excellence.

CPQ
design automation
product configuration
visualization
guided selling
engineer-to-order
pricing
quoting
digital transformation
smart manufacturing
artificial intelligence
augmented reality
Company size: 201-500
Founded: 1998
Webcom logo

Webcom

🇺🇸 324 E. Wisconsin Ave. Suite 1300

Webcom specializes in software development, offering innovative solutions for configure, price, quote, and proposal processes across various sales channels. Their WebSource CPQ platform enhances guided selling and proposal generation while efficiently managing complex product configurations and multi-level channel operations.

configurator
pricing
quoting
proposal generation
guided selling
channel management
online sales
distribution channels
bill of materials
diagram generation
Company size: 51-200
Founded: 1997
Zomentum logo

Zomentum

🇺🇸 16192 Coastal Hwy Lewes, Delaware 19958, US

Zomentum offers an innovative end-to-end Revenue Platform designed for Partners and SaaS vendors, facilitating rapid and cost-effective revenue management and growth. By empowering a robust Partner Ecosystem, it significantly enhances technology sales revenue across multiple regions.

revenue platform
partner ecosystem
proposal software
CPQ
quote-to-cash
quoting software
SaaS vendors
MSP
sales proposals
technology sales
Company size: 51-200
Founded: 2018
DigiFabster logo

DigiFabster

🇺🇸 400 Spectrum Center Dr Irvine, California 92618, US

DigiFabster specializes in providing ML-powered sales automation and e-commerce solutions for job shop manufacturers in the industrial machinery sector. Their innovative software streamlines quote generation and enhances production efficiency, enabling manufacturers to significantly boost online sales and revenue.

sales automation
e-commerce
job shop
manufacturing
quote generation
cloud software
CRM
3D printing
rapid manufacturing
automation
CPQ
machining
Company size: 11-50
Founded: 2014
CallidusCloud logo

CallidusCloud

🇺🇸 Suite 400 Dublin, CA 94568, US

SAP Sales Cloud specializes in AI-driven software that enhances sales team performance and accelerates the lead-to-cash process, offering a comprehensive suite of tools for sales automation, incentive management, and sales enablement. Its innovative approach integrates various aspects of sales management, including contract lifecycle management and sales coaching, to optimize overall sales effectiveness.

sales automation
incentive management
CPQ
sales coaching
sales enablement
marketing automation
territory management
quota management
sales onboarding
sales performance
sales gamification
contract management
Company size: 1001-5000
Founded: 1996
Zaplead logo

Zaplead

🇺🇸 2010 El Camino Real #2297, Santa Clara, CA 95050, US

Zaplead offers an AI-driven sales solution specifically designed for startup founders, streamlining their sales processes and eliminating the need for multiple software tools. By leveraging innovative technologies like ChatGPT, it addresses the unique challenges faced by startups in managing sales effectively.

AI
sales
lead generation
B2B
cold email
SDR
AI copilot
sales automation
Company size: 2-10
Founded: 2024
Technicon logo

Technicon

🇺🇸 155 Filbert St. Oakland, CA 94607, US

Technicon specializes in providing CPQ software tailored for manufacturers of complex products, enhancing customer experiences while streamlining sales and operations. Their innovative solutions include design automation tools that generate customized documents and 3D CAD models, significantly improving workflow efficiency and reducing costs.

CPQ
product configuration
design automation
workflow efficiency
guided selling
quote generation
online catalogs
e-commerce
assembly tools
layout tools
product management
Company size: 11-50
Founded: 1987
SalesStreamliner logo

SalesStreamliner

🇺🇸 Cleveland, OH 44113, US

SalesStreamliner specializes in IT services and consulting, offering a comprehensive Channel Partner Portal that streamlines the sales process from lead generation to payment management. Its innovative SaaS solution enhances communication, reduces paperwork, and automates sales workflows, catering to various sectors including B2B, manufacturing, and distribution.

channel partner
sales automation
lead management
quote management
order management
payment processing
sales performance
B2B sales
productivity software
pipeline management
CPQ
SaaS
Company size: 11-50
Founded: 2016
DealHub.io logo

DealHub.io

🇺🇸 815a Brazos St Austin, Texas 78701, US

DealHub.io specializes in software development, offering a comprehensive quote-to-revenue solution that enhances sales processes through a low-code commerce engine. Its integrated platform features CPQ, CLM, and billing tools, enabling mid-market and enterprise organizations to streamline operations, automate workflows, and improve deal execution efficiency.

dealhub
cpq
clm
billing
subscriptions
dealroom
proposals
sales
automation
revenue
quote
management
engagement
optimization
insights
digital
commerce
analytics
growth
operations
Company size: 201-500
Founded: 2014
Config Consultants logo

Config Consultants

🇺🇸 6800 Koll Center Pkwy STE 160

A5 is a global consulting firm specializing in systems integration, implementation, and support, with a focus on end-to-end transformation solutions in Modern Sales Effectiveness and Lean Supply Chain Optimization. As an Oracle Platinum Partner, it offers expertise in a wide range of SaaS products and is recognized for its rapid growth and leadership in Sales Performance Management and Configure-Price-Quote practices.

consulting
systems integration
implementation
business transformation
sales automation
supply chain
master data management
enterprise resource planning
marketing automation
service automation
commerce
SaaS
Company size: 201-500
Founded: 2005
WorkRails - Professional Services CPQ logo

WorkRails - Professional Services CPQ

🇺🇸 50 Stewart Ave Huntington, NY 11743, US

WorkRails specializes in software development, offering a Services CPQ solution that enables enterprise technology firms to quickly generate accurate professional services quotes. By integrating guided selling experiences within CRM systems, it streamlines the sales process for complex service offerings, significantly reducing quote creation time and enhancing overall sales efficiency.

professional services
CPQ
guided selling
sales efficiency
CRM integration
quote management
pricing automation
service bundling
workflow approvals
enterprise technology
Company size: 11-50
Founded: 2016
Configure One Cloud from Revalize logo

Configure One Cloud from Revalize

🇺🇸 9000 Cypress Green Dr Suite 255

Configure One Cloud specializes in advanced configurator and CPQ software, offering innovative solutions for enterprise product configuration, pricing management, and workflow automation, all integrated seamlessly with major platforms like Salesforce and SAP.

configurator
CPQ
pricing management
workflow automation
e-catalog
product configuration
Salesforce integration
Oracle integration
NetSuite integration
SAP integration
Company size: 51-200
Founded: 2000
Provus Inc logo

Provus Inc

🇺🇸 San Jose, US

Provus Inc specializes in software development, offering an AI-driven end-to-end services quoting solution that streamlines the quoting and deal construction processes. Its innovative platform enhances turnaround times, increases deal sizes, and improves compliance through features like real-time collaboration and automated SOW generation.

services quoting
CPQ
SaaS
automation
compliance
collaboration
deal construction
AI-driven
workflow management
turnaround time
revenue growth
Company size: 51-200
Founded: 2021
Octiv logo

Octiv

🇺🇸 54 Monument Circle, Suite 200 Indianapolis, Indiana 46204, US

Octiv specializes in software development that automates document workflows by integrating data from various systems like CRM, CPQ, and ERP, enhancing user experience and accelerating sales processes. Its innovative approach streamlines operations for organizations, enabling them to save time and improve efficiency.

document automation
workflow management
data integration
CRM
CPQ
ERP
sales acceleration
process optimization
enterprise solutions
Company size: 51-200
Founded: 2010
iDeal Construction CRM logo

iDeal Construction CRM

🇺🇸 Cumming, Ga 30041, US

iDeal Construction CRM offers a specialized SaaS solution for the construction industry, enabling firms to efficiently track opportunities, manage multiple client bids, and streamline the creation of estimates and proposals. Its innovative web-based platform enhances sales activities through planning and automation, ultimately driving profitability for construction businesses.

construction software
CRM
SaaS
sales management
opportunity tracking
proposal generation
client management
bid management
automation
estimating tools
Company size: 11-50
Founded: 2019
Quick2Bid logo

Quick2Bid

🇺🇸 Milwaukee, WI 53207, US

Quick2Bid specializes in IT services and consulting, focusing on the implementation of enterprise software solutions like CPQ, CRM, and ERP to streamline the B2B sales process. Their innovative approach enhances sales efficiency and accuracy, particularly in the manufacturing sector, by providing tailored strategies that improve service quality and expedite quote generation.

B2B sales
consultancy
enterprise software
CPQ
CRM
ERP
sales strategy
market share
sales cycle
manufacturing
pricing accuracy
commission accuracy
Company size: 2-10
Founded: 2019
MonetizeNow logo

MonetizeNow

🇺🇸 Santa Clara, California, US

MonetizeNow offers a unified platform for Configure Price Quote (CPQ), billing, and metering tailored for B2B SaaS enterprises, streamlining go-to-market processes and eliminating friction across various sales channels. Its innovative approach enables rapid pricing adjustments, efficient amendments, and the integration of usage-based billing, ultimately maximizing revenue potential for modern businesses.

CPQ
billing
metering
self-serve
APIs
usage-based billing
B2B
SaaS
revenue optimization
sales channels
Company size: 11-50
Founded: 2021

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