Quick Overview
- 1#1: PandaDoc - Create, send, track, and e-sign professional quotes and proposals with analytics and payment integrations.
- 2#2: Proposify - Automate beautiful, interactive proposals and quotes with real-time tracking and CRM sync.
- 3#3: Qwilr - Build engaging, web-based quotes and proposals that convert leads into clients faster.
- 4#4: QuoteWerks - Robust quoting software for complex configurations with deep CRM and ERP integrations.
- 5#5: Better Proposals - Affordable, simple proposal tool with automation, e-sign, and payment collection features.
- 6#6: Nusii - Streamlined proposal software for agencies with reusable templates and client feedback.
- 7#7: DealHub - CPQ platform enabling guided selling, dynamic pricing, and contract generation.
- 8#8: Conga CPQ - Enterprise-grade CPQ for configuring quotes, pricing, and generating documents accurately.
- 9#9: Salesforce CPQ - Integrated CPQ solution within Salesforce CRM for sales automation and deal acceleration.
- 10#10: Zoho CRM - CRM platform with built-in quoting, invoicing, and deal management for small businesses.
Tools were evaluated based on robust feature sets (including automation, e-sign, and integration), user experience, reliability, and value, ensuring they cater to diverse business scales and operational requirements.
Comparison Table
Business quotation software simplifies creating and sending professional quotes, a cornerstone of client acquisition and operational efficiency. This comparison table explores top tools like PandaDoc, Proposify, Qwilr, QuoteWerks, and Better Proposals, equipping readers with the details needed to select the right fit for their workflow. By analyzing key features and usability, users can make informed choices aligned with their business needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | PandaDoc Create, send, track, and e-sign professional quotes and proposals with analytics and payment integrations. | specialized | 9.5/10 | 9.7/10 | 9.3/10 | 9.1/10 |
| 2 | Proposify Automate beautiful, interactive proposals and quotes with real-time tracking and CRM sync. | specialized | 9.2/10 | 9.5/10 | 9.0/10 | 8.7/10 |
| 3 | Qwilr Build engaging, web-based quotes and proposals that convert leads into clients faster. | specialized | 8.7/10 | 9.2/10 | 8.5/10 | 8.0/10 |
| 4 | QuoteWerks Robust quoting software for complex configurations with deep CRM and ERP integrations. | specialized | 8.7/10 | 9.2/10 | 7.8/10 | 8.5/10 |
| 5 | Better Proposals Affordable, simple proposal tool with automation, e-sign, and payment collection features. | specialized | 8.7/10 | 8.8/10 | 9.2/10 | 8.5/10 |
| 6 | Nusii Streamlined proposal software for agencies with reusable templates and client feedback. | specialized | 8.7/10 | 9.0/10 | 8.8/10 | 8.4/10 |
| 7 | DealHub CPQ platform enabling guided selling, dynamic pricing, and contract generation. | specialized | 8.2/10 | 9.0/10 | 7.7/10 | 7.8/10 |
| 8 | Conga CPQ Enterprise-grade CPQ for configuring quotes, pricing, and generating documents accurately. | enterprise | 8.3/10 | 9.2/10 | 7.4/10 | 7.9/10 |
| 9 | Salesforce CPQ Integrated CPQ solution within Salesforce CRM for sales automation and deal acceleration. | enterprise | 8.6/10 | 9.4/10 | 7.2/10 | 8.0/10 |
| 10 | Zoho CRM CRM platform with built-in quoting, invoicing, and deal management for small businesses. | enterprise | 7.4/10 | 7.8/10 | 7.0/10 | 8.2/10 |
Create, send, track, and e-sign professional quotes and proposals with analytics and payment integrations.
Automate beautiful, interactive proposals and quotes with real-time tracking and CRM sync.
Build engaging, web-based quotes and proposals that convert leads into clients faster.
Robust quoting software for complex configurations with deep CRM and ERP integrations.
Affordable, simple proposal tool with automation, e-sign, and payment collection features.
Streamlined proposal software for agencies with reusable templates and client feedback.
CPQ platform enabling guided selling, dynamic pricing, and contract generation.
Enterprise-grade CPQ for configuring quotes, pricing, and generating documents accurately.
Integrated CPQ solution within Salesforce CRM for sales automation and deal acceleration.
CRM platform with built-in quoting, invoicing, and deal management for small businesses.
PandaDoc
specializedCreate, send, track, and e-sign professional quotes and proposals with analytics and payment integrations.
Advanced document analytics with pixel-level tracking of reader interactions and engagement metrics
PandaDoc is a comprehensive document automation platform tailored for creating, managing, and tracking business quotations, proposals, and contracts. It features a drag-and-drop editor, reusable templates, electronic signatures, and integrated payment collections to streamline the sales quoting process from creation to close. Advanced analytics provide insights into document views, engagement, and completion rates, helping teams optimize their outreach.
Pros
- Robust template library and dynamic content blocks for quick quote customization
- Real-time tracking and analytics for recipient engagement
- Seamless integrations with CRMs like Salesforce and payment gateways
Cons
- Higher pricing tiers may be costly for very small teams
- Advanced automation features have a moderate learning curve
- Limited free plan; full functionality requires paid subscription
Best For
Sales and business development teams in mid-sized companies seeking professional, trackable quotation automation.
Pricing
Essentials at $19/user/month, Business at $49/user/month, Enterprise at $59/user/month (billed annually); 14-day free trial available.
Proposify
specializedAutomate beautiful, interactive proposals and quotes with real-time tracking and CRM sync.
Advanced proposal analytics that track page-by-page views, time spent, and device usage for precise sales insights
Proposify is a comprehensive proposal automation platform that enables sales teams to create, customize, and track professional business proposals and quotes with ease. It features a drag-and-drop editor, pre-built templates, e-signatures, and integrated payment processing to streamline the sales process from pitch to close. The software provides detailed analytics on prospect engagement, helping users optimize their proposals for higher win rates.
Pros
- Stunning, mobile-responsive templates with extensive customization
- Real-time tracking and analytics for prospect engagement
- Seamless integrations with CRM tools like Salesforce and HubSpot
Cons
- Pricing scales quickly for teams needing advanced features
- Steeper learning curve for highly complex proposals
- Limited options in the entry-level plan for larger teams
Best For
B2B sales and agency teams requiring visually compelling proposals with deep analytics and e-signature capabilities.
Pricing
Starts at $49/user/month (Essentials, billed annually); Business at $69/user/month; Enterprise custom pricing.
Qwilr
specializedBuild engaging, web-based quotes and proposals that convert leads into clients faster.
Interactive web-page proposals with embedded multimedia and real-time viewer tracking
Qwilr is a proposal and quotation software that transforms traditional PDFs into interactive, web-based documents for sales teams. It enables users to create visually stunning quotes with embedded videos, forms, and pricing tables that engage prospects dynamically. The platform provides real-time analytics on viewer interactions, helping close deals faster through tracked engagement.
Pros
- Stunning interactive templates and drag-and-drop editor for professional quotes
- Real-time analytics and notifications for prospect engagement
- Seamless integrations with CRM tools like Salesforce and HubSpot
Cons
- Higher pricing tiers can be expensive for small teams
- Advanced customizations require design skills
- Limited offline capabilities compared to PDF-based tools
Best For
Sales and marketing teams in agencies or B2B services who need visually compelling, trackable quotations to impress clients.
Pricing
Starts at $35/user/month (Essentials), up to $119/user/month (Elite), billed annually; 14-day free trial available.
QuoteWerks
specializedRobust quoting software for complex configurations with deep CRM and ERP integrations.
Integrated supplier catalogs providing real-time pricing, availability, and configuration data from thousands of vendors
QuoteWerks is a robust CPQ (Configure, Price, Quote) software tailored for businesses handling complex product configurations and sales quoting. It provides an extensive product database, advanced pricing rules, and automation tools to generate accurate quotes quickly. The platform excels in integrations with CRM systems like Salesforce and accounting software like QuickBooks, making it ideal for industries such as IT resellers, AV integrators, and distributors.
Pros
- Vast integrations with 100+ suppliers for real-time pricing and inventory
- Powerful configuration engine for complex products
- Highly customizable templates and workflows
Cons
- Steep learning curve due to depth of features
- Pricing is quote-based with no public tiers
- Primarily desktop-focused with limited native mobile support
Best For
Sales teams in IT, telecom, AV, and manufacturing dealing with configurable products and needing precise, vendor-synced quoting.
Pricing
Subscription starts at around $35/user/month with annual contracts; one-time licenses also available; custom quotes required for enterprises.
Better Proposals
specializedAffordable, simple proposal tool with automation, e-sign, and payment collection features.
Interactive, website-like proposals that clients can view, sign, and pay for directly without leaving the page
Better Proposals is a specialized platform for creating professional, interactive proposals and quotes that businesses can send to clients for quick approvals and payments. It features a drag-and-drop builder with customizable templates, allowing users to embed videos, images, and forms to make proposals more engaging. The software integrates e-signatures, payment gateways like Stripe and PayPal, and tracking analytics to streamline the sales process from pitch to close.
Pros
- Stunning, mobile-responsive proposal templates with multimedia support
- Seamless e-signatures and payment integrations for faster deal closures
- Unlimited proposals and clients on all plans, plus detailed tracking analytics
Cons
- Lacks native invoicing or full CRM functionality
- Advanced customizations may require Zapier for some integrations
- Higher-tier plans needed for team collaboration and premium templates
Best For
Small to medium-sized agencies and service providers who want to create visually impressive proposals that convert leads into paying clients.
Pricing
Starter ($19/mo), Business ($29/mo), Premium ($49/mo), with annual discounts and a 14-day free trial.
Nusii
specializedStreamlined proposal software for agencies with reusable templates and client feedback.
Dynamic proposal personalization with client-specific branding and interactive elements like videos and forms
Nusii is a specialized proposal software that enables sales teams to create stunning, interactive business proposals and quotations with a drag-and-drop editor and customizable templates. It streamlines the sales process by allowing real-time tracking, e-signatures, and payment integrations directly within proposals. The platform emphasizes client engagement through personalized branding, multimedia embeds, and analytics to boost conversion rates.
Pros
- Intuitive drag-and-drop builder for quick, professional proposals
- Comprehensive tracking and analytics for deal insights
- Built-in e-signatures and payment gateways like Stripe
Cons
- No free plan or trial beyond 14 days
- Limited CRM integrations compared to full sales suites
- Pricing scales per user, which can be costly for large teams
Best For
Sales professionals and agencies needing polished, trackable proposals to close deals faster without complex setup.
Pricing
Starts at $29/user/month (billed annually) for Pro plan; higher tiers at $49 (Business) and $99 (Enterprise) with more features and users.
DealHub
specializedCPQ platform enabling guided selling, dynamic pricing, and contract generation.
DealRoom™: A unified, real-time collaborative workspace for sales teams to manage quotes, negotiations, and approvals in one place.
DealHub is a robust CPQ (Configure, Price, Quote) platform designed to streamline the sales process for B2B teams by automating quote generation, product configuration, and pricing for complex offerings. It integrates seamlessly with CRMs like Salesforce and includes tools for contract management, e-signatures, and deal collaboration via its unique DealRoom feature. Overall, it accelerates deal cycles and improves accuracy in quotations for enterprises handling multi-product portfolios.
Pros
- Advanced CPQ engine handles complex configurations and dynamic pricing
- Integrated e-signatures, contract lifecycle management, and CRM syncs
- Real-time collaboration tools like DealRoom for faster deal closures
Cons
- Steep learning curve for initial setup and customization
- Higher pricing suited more for enterprises than SMBs
- Limited out-of-the-box reporting and analytics depth
Best For
Mid-market and enterprise B2B sales teams managing complex, high-value deals with lengthy sales cycles.
Pricing
Custom quote-based pricing; typically starts at $75-$150 per user/month for enterprise plans with volume discounts.
Conga CPQ
enterpriseEnterprise-grade CPQ for configuring quotes, pricing, and generating documents accurately.
Integrated document automation via Conga Composer, allowing quotes to instantly generate fully branded proposals and contracts
Conga CPQ is a robust configure-price-quote (CPQ) solution designed to streamline the sales quoting process for businesses with complex product catalogs. Seamlessly integrated with Salesforce, it enables sales teams to configure products accurately, apply dynamic pricing rules, and generate professional quotes and proposals. Beyond quoting, it offers document automation and contract lifecycle management, making it ideal for end-to-end revenue operations.
Pros
- Deep Salesforce integration for native workflows
- Advanced configuration and pricing rules for complex products
- Built-in document generation and e-signing capabilities
Cons
- Steep learning curve and complex initial setup
- High pricing suitable only for enterprises
- Limited standalone use without Salesforce
Best For
Sales teams in Salesforce-using enterprises with intricate product configurations and quoting needs.
Pricing
Custom enterprise pricing, typically starting at $75-150 per user/month depending on modules and volume.
Salesforce CPQ
enterpriseIntegrated CPQ solution within Salesforce CRM for sales automation and deal acceleration.
Native Salesforce integration enabling real-time CRM data sync and end-to-end sales automation
Salesforce CPQ is a robust configure-price-quote (CPQ) solution embedded within the Salesforce Sales Cloud, designed to streamline the sales process by allowing teams to configure complex products, apply dynamic pricing rules, and generate accurate quotes in real-time. It automates quote creation, approvals, and amendments while ensuring compliance with pricing policies and discounts. Integrated deeply with Salesforce CRM, it provides visibility into customer data, opportunities, and contracts for personalized quoting.
Pros
- Seamless integration with Salesforce CRM for unified data and workflows
- Advanced product configuration and dynamic pricing engines handle complex bundles
- Built-in automation for quote generation, approvals, and amendments
Cons
- High implementation costs and complexity requiring expert setup
- Steep learning curve for non-technical users
- Best suited for Salesforce customers; limited standalone value
Best For
Enterprise sales teams already using Salesforce that manage complex, configurable products and high-volume quoting.
Pricing
Subscription-based starting at ~$75-150/user/month (billed annually), plus required Salesforce Sales Cloud licenses; custom quotes for advanced features.
Zoho CRM
enterpriseCRM platform with built-in quoting, invoicing, and deal management for small businesses.
Blueprint-guided sales processes that automate quote approvals and conversions
Zoho CRM is a comprehensive customer relationship management platform that includes robust quotation tools for generating, customizing, and tracking business quotes within the sales pipeline. Users can create professional quotes with templates, product catalogs, and multi-currency support, then convert them seamlessly into sales orders or invoices. Integrated with Zoho's ecosystem like Books and Inventory, it enables automated workflows and analytics for efficient quoting processes.
Pros
- Seamless integration with full CRM pipeline and sales forecasting
- Customizable templates with product catalogs and approval workflows
- Automation rules and Zia AI for smarter quoting
Cons
- Steep learning curve due to broader CRM complexity
- Advanced quoting features locked in higher-tier plans
- Overkill for businesses needing only standalone quotation software
Best For
Sales teams in SMBs already using Zoho tools who want embedded quoting in their CRM workflow.
Pricing
Free for up to 3 users; paid plans from $14/user/month (Standard) to $52/user/month (Ultimate), billed annually.
Conclusion
The top 3 tools showcase exceptional performance, with PandaDoc leading for its all-in-one quote creation, signing, and analytics; Proposify impressing through automation and CRM sync; and Qwilr excelling at building engaging, conversion-focused web proposals. Each offers unique benefits, yet for those seeking a comprehensive solution, PandaDoc emerges as the clear top choice.
Elevate your quoting process by trying PandaDoc—its intuitive features and robust integrations can help you create professional quotes faster, close deals more effectively, and grow your business.
Tools Reviewed
All tools were independently evaluated for this comparison
Referenced in the comparison table and product reviews above.