Quick Overview
- 1#1: PandaDoc - Automates the creation, sending, tracking, and e-signing of professional quotes and proposals.
- 2#2: Proposify - Streamlines sales proposals with customizable templates, real-time analytics, and e-signatures.
- 3#3: Qwilr - Converts quotes and proposals into interactive web pages for higher engagement and conversions.
- 4#4: Better Proposals - Simplifies proposal creation with drag-and-drop templates, payments, and signatures in one tool.
- 5#5: QuoteWerks - Provides powerful desktop-based quoting with product catalogs, pricing rules, and CRM integrations.
- 6#6: Jobber - Offers easy quoting, scheduling, and invoicing tailored for home service businesses.
- 7#7: HoneyBook - Manages client projects with customizable quotes, contracts, and automated workflows for creatives.
- 8#8: FreshBooks - Enables quick quote generation that converts to invoices with time tracking and payments.
- 9#9: ConnectWise Sell - Facilitates configurable quoting and proposals for IT service providers and MSPs.
- 10#10: HubSpot Sales Hub - Integrates quote creation within CRM for deal tracking, payments, and sales automation.
Tools were selected based on a focus on user experience, feature robustness (including automation, e-signatures, and integration capabilities), performance reliability, and overall value across diverse business needs.
Comparison Table
Seeking the ideal easy quotation software? This comparison table analyzes top tools like PandaDoc, Proposify, Qwilr, Better Proposals, QuoteWerks, and more, highlighting key features, usability, and practical fit for different needs. By evaluating these solutions side-by-side, readers can identify the tool that aligns best with their workflow and goals.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | PandaDoc Automates the creation, sending, tracking, and e-signing of professional quotes and proposals. | specialized | 9.5/10 | 9.8/10 | 9.2/10 | 9.0/10 |
| 2 | Proposify Streamlines sales proposals with customizable templates, real-time analytics, and e-signatures. | specialized | 9.1/10 | 9.5/10 | 8.8/10 | 8.7/10 |
| 3 | Qwilr Converts quotes and proposals into interactive web pages for higher engagement and conversions. | specialized | 8.6/10 | 9.1/10 | 8.4/10 | 7.9/10 |
| 4 | Better Proposals Simplifies proposal creation with drag-and-drop templates, payments, and signatures in one tool. | specialized | 8.6/10 | 8.8/10 | 9.3/10 | 8.1/10 |
| 5 | QuoteWerks Provides powerful desktop-based quoting with product catalogs, pricing rules, and CRM integrations. | specialized | 8.4/10 | 9.2/10 | 7.1/10 | 8.0/10 |
| 6 | Jobber Offers easy quoting, scheduling, and invoicing tailored for home service businesses. | other | 8.2/10 | 8.5/10 | 8.0/10 | 7.8/10 |
| 7 | HoneyBook Manages client projects with customizable quotes, contracts, and automated workflows for creatives. | specialized | 8.2/10 | 8.5/10 | 8.8/10 | 7.8/10 |
| 8 | FreshBooks Enables quick quote generation that converts to invoices with time tracking and payments. | other | 7.8/10 | 7.5/10 | 8.5/10 | 7.0/10 |
| 9 | ConnectWise Sell Facilitates configurable quoting and proposals for IT service providers and MSPs. | enterprise | 8.2/10 | 9.1/10 | 7.4/10 | 7.8/10 |
| 10 | HubSpot Sales Hub Integrates quote creation within CRM for deal tracking, payments, and sales automation. | enterprise | 7.6/10 | 8.2/10 | 8.0/10 | 6.8/10 |
Automates the creation, sending, tracking, and e-signing of professional quotes and proposals.
Streamlines sales proposals with customizable templates, real-time analytics, and e-signatures.
Converts quotes and proposals into interactive web pages for higher engagement and conversions.
Simplifies proposal creation with drag-and-drop templates, payments, and signatures in one tool.
Provides powerful desktop-based quoting with product catalogs, pricing rules, and CRM integrations.
Offers easy quoting, scheduling, and invoicing tailored for home service businesses.
Manages client projects with customizable quotes, contracts, and automated workflows for creatives.
Enables quick quote generation that converts to invoices with time tracking and payments.
Facilitates configurable quoting and proposals for IT service providers and MSPs.
Integrates quote creation within CRM for deal tracking, payments, and sales automation.
PandaDoc
specializedAutomates the creation, sending, tracking, and e-signing of professional quotes and proposals.
Dynamic pricing tables with formulas and real-time document analytics
PandaDoc is a powerful document automation platform designed for creating, sending, and managing professional quotes, proposals, and contracts with ease. It features drag-and-drop editors, dynamic pricing tables, reusable templates, and real-time analytics to streamline the sales quoting process. The software integrates e-signatures, CRM tools, and payment gateways, making it ideal for accelerating deal closures.
Pros
- Intuitive drag-and-drop editor for quick quote customization
- Advanced analytics and real-time tracking of document views and engagement
- Seamless e-signing and CRM integrations for faster approvals
Cons
- Higher pricing tiers can be expensive for small teams
- Steeper learning curve for complex automations
- Limited customization in the free trial version
Best For
Sales teams and businesses needing professional, trackable quotes with built-in analytics and e-signing.
Pricing
Starts at $19/user/month (Essentials, annual billing); Business at $49/user/month; Enterprise custom pricing.
Proposify
specializedStreamlines sales proposals with customizable templates, real-time analytics, and e-signatures.
Interactive proposal microsites that function like engaging webpages with live pricing and multimedia
Proposify is a robust proposal automation platform that enables sales teams to create, customize, and track professional proposals with embedded quotes, pricing tables, and contracts. It streamlines the sales process with drag-and-drop templates, a content library for reusable assets, and real-time collaboration tools. Key functionalities include e-signatures, payment integrations, and detailed analytics to monitor client engagement and optimize win rates.
Pros
- Stunning, mobile-responsive templates with pricing tables
- Integrated e-signatures, payments, and CRM syncs
- Powerful analytics for tracking views and engagement
Cons
- Higher tiers pricey for small teams
- Steeper learning curve for advanced customizations
- More proposal-focused than pure simple quoting tools
Best For
Sales teams and agencies creating interactive proposals with embedded quotes for complex deals.
Pricing
Starts at $19/user/month (Essentials, annual billing) up to $79/user/month (Premium); 14-day free trial, no free plan.
Qwilr
specializedConverts quotes and proposals into interactive web pages for higher engagement and conversions.
Interactive web-page quotes with embedded videos, forms, and one-click e-signatures for direct client approvals
Qwilr is a versatile platform designed for creating interactive quotes, proposals, and sales presentations that resemble modern websites rather than static PDFs. It streamlines the quotation process with drag-and-drop customization, multimedia embeds, and real-time analytics to track client engagement. Users can integrate CRM tools and enable one-click approvals, making it suitable for sales teams aiming to enhance professionalism and conversion rates.
Pros
- Stunning, interactive designs that outperform traditional PDFs
- Robust analytics for tracking views, time spent, and interactions
- Seamless integrations with CRMs like HubSpot, Salesforce, and Zapier
Cons
- Pricing is premium and may not suit very small teams or simple quoting needs
- Steeper learning curve for advanced customizations
- Limited focus on pure invoicing or accounting features compared to dedicated quoting tools
Best For
Sales teams and agencies creating client-facing quotes that require visual appeal and engagement tracking to accelerate deal closures.
Pricing
Starts at $35/user/month (Essentials, billed annually) up to $59/user/month (Professional); Enterprise plans custom quoted.
Better Proposals
specializedSimplifies proposal creation with drag-and-drop templates, payments, and signatures in one tool.
Interactive proposals where clients can approve specific sections, sign electronically, and pay deposits instantly
Better Proposals is a intuitive platform for crafting professional quotes, proposals, and contracts with a drag-and-drop builder and customizable templates. It enables electronic signatures, embedded payments via Stripe or PayPal, and real-time client activity tracking to close deals faster. Primarily aimed at freelancers and small businesses, it turns static documents into interactive sales tools that clients can review, sign, and pay from any device.
Pros
- Stunning, mobile-responsive templates that impress clients
- Seamless e-signatures and payment integrations for quick closes
- User-friendly drag-and-drop editor with real-time tracking
Cons
- Advanced features locked behind higher tiers
- Limited native integrations (relies on Zapier for some)
- No robust built-in CRM for larger teams
Best For
Freelancers and small agencies seeking an easy way to create beautiful, payable quotes without design expertise.
Pricing
Starts at $29/month (billed annually) for Pro plan (unlimited proposals), up to $99/month for Business; 14-day free trial available.
QuoteWerks
specializedProvides powerful desktop-based quoting with product catalogs, pricing rules, and CRM integrations.
Real-time integration with distributor catalogs for accurate pricing, discounts, and inventory without manual data entry
QuoteWerks is a robust quoting and proposal software tailored for sales teams in industries like IT, AV, electrical, and security distribution. It enables users to create detailed quotes by pulling real-time pricing and inventory from integrated supplier catalogs, apply complex pricing rules, and generate professional PDFs. The platform supports CRM integrations and custom clauses for tailored proposals, making it ideal for B2B sales with intricate product configurations.
Pros
- Extensive integrations with 100+ distributors for real-time pricing and availability
- Highly customizable templates, clauses, and pricing automation
- Strong CRM and accounting system compatibility for streamlined workflows
Cons
- Steep learning curve due to its depth and customization options
- Primarily desktop-based (Windows), limiting mobile accessibility
- Higher upfront costs may deter small teams or startups
Best For
Mid-sized sales teams in distribution-heavy industries like IT and AV needing complex, data-accurate quotes.
Pricing
Perpetual licenses start at $1,495 per user with ~$350 annual maintenance; subscription plans from $35/user/month.
Jobber
otherOffers easy quoting, scheduling, and invoicing tailored for home service businesses.
Client Hub for customer self-service quote viewing, approval, and payments
Jobber is an all-in-one field service management platform tailored for home service businesses like landscapers, plumbers, and HVAC pros, with strong quoting capabilities that enable quick creation, customization, and sending of professional quotes. It streamlines the quotation process by integrating it seamlessly with scheduling, invoicing, and customer communication tools. Users can leverage mobile apps for on-site quoting and track quote status in real-time, making it efficient for service-based quoting workflows.
Pros
- Fast quote creation using customizable templates, service packages, and pricing rules
- Mobile app supports on-the-go quoting with photos and signatures
- Seamless quote-to-job conversion and client self-service via Client Hub
Cons
- Pricing is higher for users needing only basic quoting functionality
- Full quoting automation and advanced features locked behind higher tiers
- Steeper learning curve for non-service businesses due to broader FSM focus
Best For
Field service businesses like landscaping or plumbing companies that require integrated quoting with scheduling and invoicing.
Pricing
Lite ($69/mo), Core ($169/mo), Grow ($349/mo), Plus (custom); billed annually, per user minimum.
HoneyBook
specializedManages client projects with customizable quotes, contracts, and automated workflows for creatives.
Interactive proposals that allow clients to accept, sign, and make partial payments directly within the quote.
HoneyBook is an all-in-one clientflow management platform designed for freelancers and small businesses, enabling the creation of professional, customizable quotes and proposals with drag-and-drop templates. It streamlines the quoting process by allowing digital signatures, payment requests, and automatic conversion to contracts or invoices. Beyond quotations, it integrates scheduling, project management, and client communications for a seamless workflow.
Pros
- Intuitive drag-and-drop proposal builder with beautiful templates
- Seamless integration of quotes with payments, contracts, and scheduling
- Mobile app for on-the-go quoting and client management
Cons
- Higher pricing may not suit users needing only basic quoting tools
- Full feature set has a moderate learning curve for beginners
- Limited advanced customization for complex quote calculations
Best For
Freelancers and small creative businesses seeking an all-in-one platform for easy quoting integrated with full client management.
Pricing
Starter at $19/month (annual), Essentials at $39/month, Premium at $79/month (all billed annually).
FreshBooks
otherEnables quick quote generation that converts to invoices with time tracking and payments.
One-click conversion of approved quotes to invoices with automated follow-ups
FreshBooks is a cloud-based accounting platform designed primarily for small businesses and freelancers, offering robust tools for creating professional quotes and proposals alongside invoicing and expense tracking. Users can customize quote templates, send them for online client approval, and easily convert approved quotes into invoices. It integrates quotation management seamlessly with overall financial workflows, making it suitable for service-based operations needing more than just quoting.
Pros
- Intuitive interface for quick quote creation and customization
- Seamless integration of quotes with invoicing and payments
- Client portal for easy approvals and tracking
Cons
- Higher pricing compared to dedicated quotation tools
- Limited advanced features for complex, multi-line item quotes
- Full potential requires using other accounting features
Best For
Small service-based businesses and freelancers who need simple quoting combined with invoicing and basic accounting.
Pricing
Starts at $19/month (Lite plan) for basic quoting, up to $60/month (Premium) for advanced features; annual discounts available.
ConnectWise Sell
enterpriseFacilitates configurable quoting and proposals for IT service providers and MSPs.
Dynamic configuration engine that handles multi-level product bundles, margins, and real-time pricing from distributors
ConnectWise Sell is a robust quoting and proposal automation platform tailored for managed service providers (MSPs) and IT solution providers. It enables users to generate professional quotes, configurations, and proposals using an extensive product catalog, customizable templates, and automation tools. The software excels in integrating with PSA, RMM, and CRM systems to streamline the entire sales lifecycle from opportunity to close.
Pros
- Deep integrations with ConnectWise Manage, RMM tools, and distributors
- Advanced product configurator for complex bundles and custom pricing
- Mobile app for on-the-go quote approvals and presentations
Cons
- Steep learning curve for new users due to feature depth
- Pricing can be high for small teams without full ConnectWise suite
- Customization requires technical setup and ongoing maintenance
Best For
MSPs and IT resellers needing enterprise-grade quoting integrated with PSA and inventory systems.
Pricing
Starts at $89/user/month (billed annually), with tiered plans and custom enterprise pricing based on volume.
HubSpot Sales Hub
enterpriseIntegrates quote creation within CRM for deal tracking, payments, and sales automation.
Dynamic quote generation that auto-populates line items and pricing from CRM product catalogs and deal stages
HubSpot Sales Hub is a robust CRM platform with built-in quotation tools that enable sales teams to create, customize, and send professional quotes directly from deal records. It supports quote templates, line-item pricing from product libraries, e-signatures, and payment collection via Stripe integration. While excellent for end-to-end sales workflows, its quotation features are embedded within a larger ecosystem, making it less ideal as a standalone easy quotation solution.
Pros
- Seamless integration with CRM for pulling deal data into quotes
- Customizable templates with e-signatures and payment processing
- Real-time quote tracking and analytics within the sales pipeline
Cons
- Overkill and complex for users needing only simple quoting
- Pricing scales quickly for teams not using full CRM features
- Limited advanced customization compared to dedicated quoting tools
Best For
Sales teams already invested in HubSpot CRM seeking integrated quoting without switching tools.
Pricing
Free CRM with basic quotes; Starter at $20/user/month, Professional $90/user/month, Enterprise $150/user/month (billed annually).
Conclusion
Among the top quotation tools, PandaDoc leads as the top choice, excelling at automated creation, sending, tracking, and e-signing for polished quotes. Proposify and Qwilr follow strongly, with customizable templates and interactive web pages that cater to varied needs, ensuring there’s a standout option for every user. Together, they simplify a critical sales step, making quoting efficient and effective.
Don’t let quote creation slow you down—try PandaDoc today to experience streamlined, professional workflows that boost results and client satisfaction.
Tools Reviewed
All tools were independently evaluated for this comparison
