The Best Quoting Software for Trades: Ranked

When you run a trade business, quoting jobs can feel like a never-ending admin task. 

From pulling together price lists to writing out contracts, every hour you spend building a quote is an hour you’re not earning on site. That’s where good quoting software comes in, helping you create professional sales quotes in a few clicks, avoid errors, and keep cash flowing.

But not all quoting tools are built with trades in mind. Some focus on generic sales teams, while others don’t link smoothly with invoicing or project management. 

In this guide, we’ve ranked the best quoting software available and highlighted the standout choice for UK trade businesses.

What is Quoting Software?

Quoting software is a tool that helps businesses create and send professional quotes without hours of admin work. 

Instead of pulling together price lists, past emails, and spreadsheets, you can generate accurate sales quotes in a few clicks using clean, customisable templates.

The best quoting software also connects to the rest of your workflow, turning approved quotes into jobs, invoices, or contracts. For trade businesses, this means fewer errors, faster approvals with e-signatures, and more satisfied customers.

The Best Quoting Software: Ranked

Choosing the right quoting software can be the difference between winning work and losing it to delays or errors. 

The tools below are ranked to show which options best help businesses create accurate quotes, keep the sales process efficient, and get money in the bank faster.

4. Proposify

Proposify is a quoting tool made for sales teams in marketing, design, and professional services. 

It stands out for its branded templates, team collaboration features, and legally binding e-signatures, making it a strong choice for companies that need polished proposals with a solid brand look. 

Larger sales teams will benefit from its ability to manage multiple users, review previous quotes, and keep deals moving through a structured approval process.

Although it’s a top quoting service, it’s not made for construction, electrical, or flooring businesses. Quotes don’t automatically connect to jobs, meaning there’s still admin to do once you’ve built your quote.

3. Quotient

Quotient is all about simplicity. It makes it easy to create clean, professional quotes quickly. You can see when a potential customer opens a quote, send reminders, and even add customer-friendly notes or options. 

It’s a straightforward tool that helps smaller service businesses keep their quoting process tidy and consistent without overcomplicating things.

It’s lightweight, but maybe too lightweight. Quotient can’t link quotes to invoices or manage jobs. Small trade businesses would still need additional software to handle contracts or project scheduling.

2. PandaDoc

PandaDoc is one of the best-known quoting and proposal tools worldwide. It comes with a wide range of professional templates, legally binding electronic signatures, and a central hub for storing documents. 

Businesses like its flexibility, customisation options, and the ability to manage contracts, quotes, and forms all in one system. For companies with large sales teams, its analytics and deal-tracking features are pretty useful.

Whilst it does its job well, some users have reported integration problems and syncing issues with their current tools, causing headaches down the line.

1. Intrflex

Intrflex is built specifically for small business owners and trades. Instead of juggling separate tools, everything sits in the same place: quotes, jobs, scheduling, invoices and customer details.

Intrflex gives trade businesses everything they need to create professional quotes quickly and accurately. Using customisable templates, you can pull in labour rates and material price lists without manual data entry. From there, you can add discounts, terms, and other customisation options to suit different types of jobs and fall in line with HMRC guidelines. 

With a built-in CRM and project management tools, your whole team can track progress and keep every detail consistent from start to finish.

Unlike generic quoting tools, Intrflex understands the quoting process for service jobs. A floor fitter, electrician, or plumber can create quotes on site, get them signed electronically, and get straight to work without waiting around.

For businesses that only want a very simple tool to send basic quote templates, Intrflex may feel more advanced than necessary, as it includes wider features like job management, invoicing, and CRM.

The Features of Great Quoting Software

Not all quoting tools are built the same. If you want software that saves time and helps you win more work, here are the features that make the biggest difference:

• Customisable templates: Being able to store price lists, labour rates, and standard job items means you can create accurate quotes in just a few clicks.

• Legally binding e-signatures: If customers can accept instantly on their phone or laptop, this will speed up approvals and get cash in quicker.

• Integration with jobs and invoices: The best quoting software doesn’t stop at sales quotes. Look for tools that let you convert approved quotes into jobs and invoices, reducing manual data entry.

• Additional customisation options: Every job is different. The ability to add notes, discounts, and payment terms keeps your quotes professional and consistent.

• Ease of use for the whole team: Your quoting process should be efficient. Pick a tool that your company can pick up quickly, without hours of training.

• Links to project management and accounting: When quoting software talks to the rest of your system, you avoid double-handling and keep all your details in the same place.

The right tool should give you fewer errors, more customer satisfaction, and the confidence to send professional quotes that your clients can accept straight away.

Traits to Avoid in Your Quoting Software

While there are plenty of quoting tools on the market, not all of them will suit a trade or service business. Choosing the wrong system can leave you blocked with more admin than before. Here are the red flags to watch out for:

• Too basic: Some tools only let you create a simple document. Without links to jobs, invoices, or payments, you’ll waste time on manual data entry.

• Lack of e-signatures: If customers can’t sign electronically, approvals take longer and deals risk slipping away.

• Poor integration: Quoting software that doesn’t connect with your project management or accounting tools leads to duplicate work and jumbled data.

• Limited templates: Without customisable templates and additional customisation options, every quote takes longer, and your money suffers.

• Complicated setup: Software should save time. If your software takes up weeks of training for your whole team, it’s not the right fit.

The best quoting software is efficient, professional, and keeps your sales process moving smoothly from quote to invoice. Anything less will cost you time and money.

Let Intrflex Make Light Work of Your Quotes

If you’re only looking for basic quote templates, tools like Quotient or PandaDoc might work. But if you want the best quoting software for trades, Intrflex is the clear winner.

Our software combines quoting, job management, invoicing, and CRM in one system, so you can create accurate quotes, get them signed, and get straight to work without wasting any longer on admin.

Ready to cut paperwork and win more jobs? Book a demo with Intrflex today and see how easy it is to send professional quotes in just a few clicks.

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