Halvixo
Halvixo is web-based quotation software for small B2B teams. Administrators maintain catalog pricing, publish templates, and set percentage discount warnings, limits, and required reasons. Sales representatives prepare quotes within those controls, save versions, and export customer-ready PDFs. Received customer purchase orders stay connected to the related workflow for separate administrator review, correction requests, approval, or rejection. Halvixo does not route quotes to managers for approval. It supports fixed-rate and per-seat quote pricing in USD. The Team plan is $79/workspace/month plus applicable tax for up to five active users, including administrators. Guided setup is included. The free 30-day evaluation requires manual approval, needs no card, and does not convert automatically. Live subscription billing is not currently enabled.
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ConnectWise CPQ
4.5 out of 5 stars
(22 Ratings)
ConnectWise CPQ, formerly ConnectWise Sell, is a professional quote and proposal automation software for IT solution providers. ConnectWise CPQ offers a wide range of tools that enables IT solution providers to save time, quote more, and win big. Top features include professional quote or proposal templates, product catalog and sourcing, workflow automation, sales reporting, and integrations with best-in-breed solutions like Cisco, Dell, HP, and Salesforce.
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Vocalys
Vocalys is an Android app for independent tradespeople and field-service professionals who prepare customer quotes and invoices on site. Users dictate job details, review the structured draft, and edit descriptions, quantities, prices, and taxes before confirming. The app can scan supplier price labels, apply a chosen margin, and add materials to a quote. Users can include customer, business, payment, and deposit details, then share PDFs or send quotes for electronic signature through AgoSign. Accepted quotes can be converted into invoices; documents can be organized and exported for an accountant. Some viewing and editing work offline, while dictation, scanning, synchronization, sending, and remote signature need an internet connection. Country settings adapt document formats, currency, and tax fields. Vocalys is designed for plumbers, electricians, landscapers, service technicians, and other independent field professionals.
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QuoteBuddy
QuoteBuddy is a cloud-based quoting application for machine shops, job shops, and sheet-metal fabricators. It analyzes technical drawings uploaded as PDF, PNG, or JPG, extracting dimensions, holes, tolerances, material, and part type. Shop-configured machines, materials, routing, hourly rates, and markups help calculate production times and costs. Estimators can review evidence for extracted values, adjust pricing inputs, and generate a customer-ready PDF quotation. The workflow supports CNC milling and turning, as well as laser, waterjet, or plasma cutting of sheet metal. QuoteBuddy is designed for shop owners, estimators, and sales or technical staff who prepare quotes from customer drawings. The free plan includes unlimited AI quotes for 30 days, then three per month. Paid monthly plans start at €149 for up to 100 quotations per month. Annual billing saves about 17%.
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