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.

Epicor CPQ logo

Epicor CPQ

🇺🇸 2802 Flintrock Trace, #204 Austin, TX 78738, US

Epicor CPQ is a cloud-based software solution that automates and streamlines the sales, engineering, and manufacturing processes for complex, customizable products through advanced 3D visualization and augmented reality. Its innovative approach enhances efficiency and accuracy by generating comprehensive pricing, quotes, and engineering documents for unique product configurations.

configure
pricing
quoting
automation
visualization
cloud
product configurator
CAD
document generation
workflow
integration
engineered to order
Company size: 1001-5000
Founded: 2009
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
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
BigMachines logo

BigMachines

🇺🇸 570 Lake Cook Road Deerfield, IL 60015, US

A leading provider of cloud-based Configure, Price & Quote (CPQ) solutions, this firm specializes in enhancing sales productivity and customer satisfaction through innovative software development. By integrating with enterprise-grade cloud solutions, it offers a comprehensive platform that streamlines sales processes and drives revenue growth.

cloud computing
CPQ
CRM
SaaS
configurator
pricing
quotes
proposals
contracts
e-commerce
Company size: 201-500
Founded: 2000
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
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
FPX from Revalize logo

FPX from Revalize

🇺🇸 9000 Cypress Green Dr Suite 255

FPX specializes in software development, offering a B2B Selling Cloud tailored for manufacturers with complex, configurable offerings. Its innovative solutions, including Configure-Price-Quote (CPQ) software, enhance sales processes through instant budgetary quotes, guided selling, and streamlined workflow approvals.

B2B selling
configurable offerings
product configuration
guided selling
budgetary quotes
sales proposals
workflow approvals
channel management
business transformation
CPQ software
Company size: 51-200
Founded: 1983
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
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
Mobileforce Software logo

Mobileforce Software

🇺🇸 924 Borregas Ave. Sunnyvale, CA 94089, US

Mobileforce Software specializes in software development, offering an innovative integrated and intelligent RevOps-as-a-Service platform designed to streamline pricing, quoting, and client servicing for complex industries. Their no-code solutions seamlessly integrate with existing CRM and ERP systems, enabling businesses to adapt quickly to changing demands.

RevOps
automation
CPQ
FSM
sales enablement
cloud apps
workflow automation
AI
pricing
quoting
configuration
servicing
Company size: 11-50
Founded: 2018
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
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
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
Smart Pricing Table logo

Smart Pricing Table

🇺🇸 317 W 6th St Moscow, ID 83843, US

Smart Pricing Table specializes in software development, offering interactive proposal software tailored for agencies. Its innovative features, such as reusable templates and a drag-and-drop interface, significantly streamline the proposal creation process, enhancing efficiency and enabling seamless integration with CRM platforms.

proposal management
sales automation
electronic signature
e-signature
contract management
workflow automation
document management
SaaS
reusable templates
line item library
drag-and-drop interface
CRM integration
Company size: 2-10
Founded: 2020
GoCloudz Technologies Inc. logo

GoCloudz Technologies Inc.

🇺🇸 Austin, Texas, US

GoCloudz Technologies specializes in custom software development for IT systems, focusing on innovative Configure Price Quote (CPQ) solutions that enhance B2B SaaS processes. Their modular applications streamline product configuration, pricing rules, and order management, resulting in significant productivity improvements and revenue growth for businesses.

CPQ
pricing automation
product configurator
order management
e-signature
PDF generation
CRM
B2B SaaS
Salesforce
cloud computing
AppExchange
consulting
Company size: 11-50
Founded: 2008
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
CPQ Consulting logo

CPQ Consulting

🇺🇸 San Carlos, CA 94070, US

CPQ Consulting specializes in providing Salesforce CPQ consulting services within the information technology and services sector, focusing on optimizing configure-price-quote processes for businesses. Their expertise in CPQ solutions positions them as a valuable partner for organizations seeking to enhance their sales operations and streamline pricing strategies.

CPQ
consulting
Salesforce
information technology
services
Company size: 11-50
Alguna (YC S23) logo

Alguna (YC S23)

🇺🇸 San Francisco, US

A modern pricing, quoting, and billing platform for B2B SaaS, focused on creating an efficient revenue management engine by unifying the quote-to-revenue process and automating complex back-office operations, thereby enabling faster deal closures for growth-stage startups and enterprises.

pricing
quoting
billing
invoicing
revenue management
CPQ
automation
B2B
SaaS
back-office
efficiency
deal closing
Company size: 11-50
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
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
CPQ Solutions logo

CPQ Solutions

🇺🇸 1091 Industrial Road Suite 107

Specializing in high-quality Oracle CPQ Cloud implementations, this IT services and consulting firm leverages extensive integration experience with various CRM and eSignature platforms to optimize Quote-to-Cash processes for clients. Their thought leadership in the industry positions them as a trusted partner for maximizing sales efficiency and effectiveness.

Oracle CPQ
cloud implementation
CRM integration
Quote-to-Cash
eSignature
middleware
consulting
IT services
thought leadership
sales automation
business process
Company size: 51-200
Founded: 2012
Endeavor Commerce (Acquired) logo

Endeavor Commerce (Acquired)

🇺🇸 13140 Coit Road Suite 450

Endeavor Commerce specializes in software development for the Configure Price Quote (CPQ) industry, providing innovative solutions that streamline the quoting and proposal generation processes for manufacturers and distributors. With a focus on enhancing the buying experience, their products integrate seamlessly with business intelligence and manufacturing operations to drive efficiency and revenue growth.

CPQ
SaaS
guided selling
ERP
CRM
integration
quote-to-cash
lead-to-cash
data organization
proposals
manufacturing
Company size: 11-50
Founded: 1999
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

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