Best Quoting Software

Roadbase is an AI-assisted, quote-first planning platform for creative freelancers and agencies. Paste a project brief or attach a PDF, and Roadbase creates an editable first draft with a project summary, phases, tasks, roles, estimated hours, timing, assumptions, and estimate reasoning. Your team reviews and adjusts the draft, then applies its own role costs and billable rates, overhead, direct expenses, contingency, and target margin to build the quote. The visual timeline keeps tasks, timing, roles, hours, and pricing in the same project model. When the plan is ready, export the reviewed work breakdown, roadmap, and cost summary as a proposal PDF. After approval, carry the work into a simple Kanban workspace, assign tasks, keep comments with the work, track time by project and task, and compare actual hours with the estimate. Roadbase is built for creative service businesses in advertising, branding, design, video production, web and app work, and related consulting projects.

DoneQuote is AI quoting software for companies that sell by sending quotes: trades and home services, plus B2B and field-sales teams with a catalog (for example commercial equipment dealers). Slow quotes lose jobs. Bad quotes lose them too: wrong lines, wrong prices, messy PDFs, version chaos, and unclear scope. DoneQuote drafts from your catalog so quotes are complete and accurate. You review every line, edit in plain English, and send a branded online quote. The customer opens it on their phone and approves with one click. Quiet quotes get a reminder. A sales tool from lead to deal, not invoicing or scheduling. First 10 sent quotes free. Works on mobile. Until the deal is done.

Offer quotes 24/7. Right from your website. Customers love the convenience. You’ll love the time it frees up. Over 350 classcodes for BOP and 40 classcodes for Contractors will receive a real-time rate. The information is sent back to your agency to issue. Easy as that. Add a quote button to your site. Point it at your branded quoting page. You’re done. No IT headaches or web developer hassles. Commercial quotes can be a pain. You spend hours gathering info. Repeatedly enter the same info in carrier websites. Customers visit your website. They click the “Get a Quote” button. It could be Sunday or Tuesday at midnight when you’re not open. They enter their info. Choose the coverages. You both save time and frustration. They get a realtime quote. You get a text or email with the details. Everyone is happy. IBQ Webrate is friendly to your customers and their phones. It’s designed to detect the device and optimize accordingly. There’s no squinting or fat fingering. It’s just easy.

Super Proposal is a comprehensive proposal creation platform designed to streamline and simplify the process of drafting, managing, and delivering professional proposals. It is designed to cater to businesses in various sectors, offering templates and tools to make proposal writing faster, more efficient, and more effective. Below is a detailed of the full functionality of Super Proposal: 1. Customizable Proposal Templates 2. Drag-and-Drop Interface 3. Proposal Automation 4. Real-Time Collaboration 5. Client Portal 6. Digital Signatures 7. Version Control 8. Comprehensive Analytics and Reporting 9. Integrated Payment Options 10. Cloud-Based Storage and Security Super Proposal is a versatile, comprehensive platform that streamlines the process of creating, sending, and managing business proposals.

Taskip is an all-in-one platform to manage tasks and clients easily. It helps you organize work, improve teamwork, and keep everything in one place. You can manage your projects, collaborate with your team, and track all your client communications. It has an easy-to-use interface and features like task tracking, invoicing, and client management, so nothing gets missed. It is an organized system that lets you handle projects effortlessly, giving you more time to focus on growing your business and making your clients happy. With Taskip, you can save time, stay productive, and simplify your workflow without any hassle.