Quick Overview
- 1#1: PandaDoc - PandaDoc streamlines the creation, tracking, and e-signing of professional quotes and proposals to accelerate sales cycles.
- 2#2: Proposify - Proposify enables sales teams to build, send, and close deals faster with interactive proposal software.
- 3#3: Qwilr - Qwilr transforms quotes and proposals into interactive web pages that engage prospects and boost conversions.
- 4#4: QuoteWerks - QuoteWerks provides powerful configure-price-quote automation for distributors, resellers, and manufacturers.
- 5#5: Salesforce CPQ - Salesforce CPQ automates complex configuration, pricing, and quoting with AI-driven guidance for enterprises.
- 6#6: DealHub - DealHub offers an integrated CPQ, contract management, and sales workflow platform to optimize revenue operations.
- 7#7: Conga CPQ - Conga CPQ accelerates the quote-to-cash process with intelligent configuration and document automation.
- 8#8: Oracle CPQ - Oracle CPQ delivers guided selling, dynamic pricing, and multi-channel quoting for complex B2B sales.
- 9#9: Jobber - Jobber helps field service businesses create, send, and track custom quotes to win more jobs.
- 10#10: ConnectWise Sell - ConnectWise Sell provides CPQ capabilities tailored for MSPs and IT service providers to generate accurate quotes.
We evaluated these tools based on robust features, user experience, operational value, and industry relevance, ensuring a curated list of top performers for diverse business needs
Comparison Table
Business quoting software simplifies creating and managing proposals, a key factor in driving sales success. This comparison table explores top tools such as PandaDoc, Proposify, Qwilr, QuoteWerks, and Salesforce CPQ, outlining features, pricing, and use cases to help you identify the best fit for your business needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | PandaDoc PandaDoc streamlines the creation, tracking, and e-signing of professional quotes and proposals to accelerate sales cycles. | specialized | 9.5/10 | 9.7/10 | 9.2/10 | 9.0/10 |
| 2 | Proposify Proposify enables sales teams to build, send, and close deals faster with interactive proposal software. | specialized | 9.1/10 | 9.4/10 | 8.8/10 | 8.6/10 |
| 3 | Qwilr Qwilr transforms quotes and proposals into interactive web pages that engage prospects and boost conversions. | specialized | 8.6/10 | 9.2/10 | 8.7/10 | 8.1/10 |
| 4 | QuoteWerks QuoteWerks provides powerful configure-price-quote automation for distributors, resellers, and manufacturers. | specialized | 8.4/10 | 9.2/10 | 7.5/10 | 8.0/10 |
| 5 | Salesforce CPQ Salesforce CPQ automates complex configuration, pricing, and quoting with AI-driven guidance for enterprises. | enterprise | 8.7/10 | 9.4/10 | 7.2/10 | 8.1/10 |
| 6 | DealHub DealHub offers an integrated CPQ, contract management, and sales workflow platform to optimize revenue operations. | enterprise | 8.4/10 | 9.0/10 | 8.0/10 | 7.8/10 |
| 7 | Conga CPQ Conga CPQ accelerates the quote-to-cash process with intelligent configuration and document automation. | enterprise | 8.4/10 | 9.2/10 | 7.6/10 | 8.0/10 |
| 8 | Oracle CPQ Oracle CPQ delivers guided selling, dynamic pricing, and multi-channel quoting for complex B2B sales. | enterprise | 8.6/10 | 9.4/10 | 7.8/10 | 8.1/10 |
| 9 | Jobber Jobber helps field service businesses create, send, and track custom quotes to win more jobs. | specialized | 8.4/10 | 8.6/10 | 9.1/10 | 7.9/10 |
| 10 | ConnectWise Sell ConnectWise Sell provides CPQ capabilities tailored for MSPs and IT service providers to generate accurate quotes. | enterprise | 7.8/10 | 8.5/10 | 7.0/10 | 7.2/10 |
PandaDoc streamlines the creation, tracking, and e-signing of professional quotes and proposals to accelerate sales cycles.
Proposify enables sales teams to build, send, and close deals faster with interactive proposal software.
Qwilr transforms quotes and proposals into interactive web pages that engage prospects and boost conversions.
QuoteWerks provides powerful configure-price-quote automation for distributors, resellers, and manufacturers.
Salesforce CPQ automates complex configuration, pricing, and quoting with AI-driven guidance for enterprises.
DealHub offers an integrated CPQ, contract management, and sales workflow platform to optimize revenue operations.
Conga CPQ accelerates the quote-to-cash process with intelligent configuration and document automation.
Oracle CPQ delivers guided selling, dynamic pricing, and multi-channel quoting for complex B2B sales.
Jobber helps field service businesses create, send, and track custom quotes to win more jobs.
ConnectWise Sell provides CPQ capabilities tailored for MSPs and IT service providers to generate accurate quotes.
PandaDoc
specializedPandaDoc streamlines the creation, tracking, and e-signing of professional quotes and proposals to accelerate sales cycles.
Dynamic pricing tables and variables that automatically calculate totals and support complex quoting scenarios
PandaDoc is a comprehensive document automation platform tailored for sales teams to create, send, track, and sign professional quotes, proposals, and contracts. It features drag-and-drop editors, dynamic pricing tables, and CRM integrations to streamline business quoting workflows. Real-time analytics provide insights into document engagement, helping users close deals faster.
Pros
- Extensive library of customizable templates and dynamic content blocks
- Advanced analytics for tracking opens, views, and engagement
- Seamless integrations with CRMs like Salesforce and HubSpot
Cons
- Higher pricing tiers can be expensive for small teams
- Steeper learning curve for advanced automation features
- Limited customization in the free trial version
Best For
Sales teams in mid-sized businesses seeking professional quoting, proposal automation, and e-signature capabilities.
Pricing
Starts at $19/user/month (Essentials, annual billing); Business at $49/user/month; Enterprise custom pricing.
Proposify
specializedProposify enables sales teams to build, send, and close deals faster with interactive proposal software.
Advanced engagement analytics that track every page view, time spent, and interaction in real-time.
Proposify is a comprehensive proposal software platform that enables sales teams to create, customize, and track professional proposals and quotes with ease. It features drag-and-drop builders, interactive templates with multimedia support, e-signatures, and payment integrations to streamline the sales process from pitch to close. The tool provides deep analytics on client engagement, helping users optimize their proposals for higher win rates.
Pros
- Visually stunning and customizable templates
- Real-time analytics on proposal views and interactions
- Seamless CRM integrations like Salesforce and HubSpot
Cons
- Pricing scales quickly for larger teams
- Steeper learning curve for advanced customizations
- Limited offline functionality
Best For
Sales teams in agencies, consulting firms, and B2B services needing polished, trackable proposals to boost conversion rates.
Pricing
Starts at $49/user/month (billed annually) for Professional plan; Premium at $79/user/month and custom Enterprise options.
Qwilr
specializedQwilr transforms quotes and proposals into interactive web pages that engage prospects and boost conversions.
Interactive web pages for proposals that embed videos, forms, and dynamic pricing for a microsites-like experience
Qwilr is a powerful proposal and quoting platform that converts traditional PDFs into interactive, web-based pages with embedded multimedia, pricing tables, and forms. It enables sales teams to create branded, mobile-responsive quotes and proposals that track viewer engagement in real-time. Ideal for service-based businesses, it integrates with CRMs like Salesforce and HubSpot to streamline the sales process from creation to e-signature.
Pros
- Stunning interactive proposals that increase engagement and close rates
- Robust analytics for tracking client interactions
- Seamless integrations with major CRMs and payment gateways
Cons
- Higher pricing tiers may not suit very small teams
- Advanced customizations require higher plans
- Occasional glitches in template rendering reported by users
Best For
Sales and marketing teams in agencies or consulting firms seeking visually compelling, trackable quotes to accelerate deal closures.
Pricing
Starts at $35/user/month (Essentials), $59/user/month (Professional), $119/user/month (Elite), billed annually; 14-day free trial available.
QuoteWerks
specializedQuoteWerks provides powerful configure-price-quote automation for distributors, resellers, and manufacturers.
Live integration with over 10,000 manufacturer catalogs for automated, up-to-date pricing and product data
QuoteWerks is a robust quoting and proposal automation software tailored for distributors, VARs, integrators, and service providers in industries like IT, AV, security, and telecom. It enables users to build complex quotes rapidly by accessing live pricing from over 10,000 manufacturer catalogs and product databases. The platform supports customization through clauses, scripts, and integrations with CRMs like Salesforce and accounting tools like QuickBooks, streamlining the sales process from quote to order.
Pros
- Extensive integrations with thousands of vendor price lists for accurate, real-time quoting
- Highly customizable templates, clauses, and automation scripting for complex proposals
- Seamless CRM and ERP integrations to reduce manual data entry
Cons
- Steep learning curve due to its powerful but dense interface
- Primarily desktop-based with limited native mobile functionality
- Higher upfront and maintenance costs compared to cloud-only competitors
Best For
Mid-to-large distributors and resellers handling complex, product-heavy quotes in B2B sales.
Pricing
Perpetual licenses start at around $1,495 per user, plus annual maintenance fees of 20-25%; quote-based for bundles and add-ons.
Salesforce CPQ
enterpriseSalesforce CPQ automates complex configuration, pricing, and quoting with AI-driven guidance for enterprises.
Native, bi-directional integration with Salesforce Sales Cloud for real-time data sync and end-to-end sales automation
Salesforce CPQ (Configure, Price, Quote) is a comprehensive solution designed to automate and streamline the quoting process for businesses with complex product catalogs. It allows sales teams to configure products accurately, apply dynamic pricing rules, and generate professional quotes directly within the Salesforce CRM platform. Deeply integrated with Salesforce Sales Cloud, it supports guided selling, contract lifecycle management, and real-time pricing adjustments to accelerate deal closures.
Pros
- Seamless integration with Salesforce CRM for unified data and workflows
- Powerful configuration engine handling complex bundles, discounts, and rules
- Advanced automation including AI-driven pricing guidance and quote approvals
Cons
- Steep learning curve and complex initial setup requiring expertise
- High cost, especially for smaller businesses without existing Salesforce investment
- Limited flexibility outside the Salesforce ecosystem
Best For
Enterprise sales teams already using Salesforce CRM that manage complex, high-volume quoting with customizable products.
Pricing
Custom quote-based pricing, typically $75-$150 per user/month on top of Salesforce Sales Cloud licenses; volume discounts available for enterprises.
DealHub
enterpriseDealHub offers an integrated CPQ, contract management, and sales workflow platform to optimize revenue operations.
DealRooms for secure, interactive deal spaces where buyers and sellers can negotiate, approve, and close in real-time.
DealHub is a robust CPQ (Configure, Price, Quote) and deal management platform designed to accelerate B2B sales cycles by automating quote generation, contract negotiation, and deal closure. It offers guided selling, real-time pricing accuracy, and interactive DealRooms for collaborative buyer-seller interactions. The software integrates deeply with CRMs like Salesforce and HubSpot, providing analytics and AI-driven insights to optimize sales performance.
Pros
- Powerful CPQ engine for complex product configurations and accurate pricing
- Interactive DealRooms enabling real-time collaboration with buyers
- Seamless integrations with major CRMs and e-signature tools
Cons
- Steep learning curve for initial setup and advanced configurations
- Pricing can be expensive for small to mid-sized teams
- Limited reporting customization compared to some competitors
Best For
Mid-market to enterprise sales teams handling complex, high-value deals that require guided selling and buyer collaboration.
Pricing
Custom enterprise pricing, typically starting at $75/user/month for basic plans, with higher tiers for advanced features; quotes required.
Conga CPQ
enterpriseConga CPQ accelerates the quote-to-cash process with intelligent configuration and document automation.
Unified revenue intelligence platform that combines CPQ with contract lifecycle management and AI-driven insights for full sales-to-revenue visibility
Conga CPQ is a comprehensive configure-price-quote (CPQ) solution from Conga (conga.com) that automates complex product configuration, dynamic pricing, and professional quote generation, primarily for Salesforce users. It streamlines the sales quoting process by enforcing business rules, supporting multi-currency and approvals, and integrating seamlessly with CRM data. Paired with Conga Document Generation, it produces compliant proposals and contracts directly from quotes, reducing errors and accelerating sales cycles.
Pros
- Deep native integration with Salesforce CRM for seamless data flow
- Powerful rules engine for complex product configurations and pricing
- Integrated document automation for quotes, contracts, and proposals
Cons
- Steep learning curve and complex initial setup requiring expertise
- High enterprise-level pricing not suitable for small businesses
- Customization often demands professional services
Best For
Mid-to-large enterprises with complex product catalogs and heavy Salesforce usage seeking end-to-end revenue automation.
Pricing
Custom quote-based pricing, typically starting at $50,000+ annually for enterprise deployments, with additional costs for implementation and add-ons.
Oracle CPQ
enterpriseOracle CPQ delivers guided selling, dynamic pricing, and multi-channel quoting for complex B2B sales.
Constraint-based product configurator that ensures only valid combinations are possible, minimizing errors in complex B2B quotes
Oracle CPQ is a robust cloud-based Configure, Price, Quote (CPQ) solution designed for enterprises handling complex product configurations and sales processes. It automates the creation of accurate quotes by guiding sales reps through product selection, applying dynamic pricing rules, and integrating with CRM and ERP systems. The platform streamlines the quote-to-cash cycle, reducing errors and accelerating deal closures for B2B organizations.
Pros
- Powerful configuration engine handles highly complex products with rule-based logic
- Seamless integrations with Oracle suite, Salesforce, and other enterprise systems
- Advanced pricing optimization and discount management for large-scale deals
Cons
- Steep learning curve and lengthy implementation for non-technical users
- High cost unsuitable for small or mid-sized businesses
- Customization requires significant developer involvement
Best For
Large enterprises with intricate product catalogs and high-volume, customized quoting requirements.
Pricing
Custom enterprise pricing, typically $100-$200 per user/month (annual contract), plus implementation fees; contact sales for quote.
Jobber
specializedJobber helps field service businesses create, send, and track custom quotes to win more jobs.
Client self-service quote approval portal with e-signatures and instant conversion to invoices
Jobber is a field service management platform designed for home service businesses like landscaping, HVAC, and plumbing, with robust quoting tools at its core. It allows users to create professional, customizable quotes quickly, send them via email or SMS, and enable client approvals through a self-service portal. Quotes seamlessly convert to jobs, invoices, and payments, integrating with scheduling and CRM for end-to-end operations.
Pros
- Intuitive drag-and-drop quote builder with templates and pricing rules
- Client portal for digital approvals, signatures, and payments
- Seamless integration with QuickBooks and strong mobile app for field quoting
Cons
- Pricing escalates quickly for advanced features, less ideal for pure quoting needs
- Overkill for businesses not requiring full operations management
- Limited support for highly complex or configurable quoting scenarios
Best For
Small to mid-sized field service businesses needing integrated quoting with scheduling, invoicing, and client management.
Pricing
Lite ($69/mo), Core ($169/mo), Grow ($349/mo) billed annually; monthly plans 20-33% higher; 14-day free trial.
ConnectWise Sell
enterpriseConnectWise Sell provides CPQ capabilities tailored for MSPs and IT service providers to generate accurate quotes.
Advanced configuration engine with dynamic pricing rules and product bundling for highly customized quotes
ConnectWise Sell is a robust configure-price-quote (CPQ) software tailored for managed service providers (MSPs) and IT businesses, enabling the creation of complex product configurations, accurate pricing, and professional quotes or proposals. It features drag-and-drop builders, approval workflows, and e-signatures to streamline the sales process from quote to close. The platform excels in integration with the broader ConnectWise ecosystem, such as Manage and RMM tools, for seamless data flow across operations.
Pros
- Powerful CPQ engine for handling complex product bundles and rules
- Seamless integrations with ConnectWise Manage and other PSA tools
- Customizable templates and e-signature support for professional proposals
Cons
- Steep learning curve due to extensive customization options
- Pricing can be high for smaller businesses not in the ConnectWise ecosystem
- Less intuitive for users outside MSP/IT service industries
Best For
MSPs and IT service providers already using ConnectWise tools who require advanced quoting for complex services and products.
Pricing
Quote-based pricing, typically starting at $49/user/month with tiers scaling based on users, features, and integrations.
Conclusion
Choosing the right quoting software depends on business needs, but collectively, the top 10 tools redefine efficiency in creating, sending, and closing quotes. At the summit, PandaDoc stands out as the top choice, excelling in streamlining end-to-end quote processes to accelerate sales. Proposify and Qwilr follow closely, offering unique strengths—Proposify for faster deal closing through interactive tools, and Qwilr for boosting conversions with engaging web-based proposals—making them vital alternatives for diverse use cases.
Don’t miss out on optimizing your quoting workflow; start experiencing the power of PandaDoc today to transform how you win deals.
Tools Reviewed
All tools were independently evaluated for this comparison
Referenced in the comparison table and product reviews above.