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 interactive templates, analytics, and electronic signatures.
- 3#3: Qwilr - Transforms quotes and proposals into interactive web pages that integrate pricing and multimedia.
- 4#4: Better Proposals - Enables quick creation of mobile-friendly proposals and quotes with payment integration and signatures.
- 5#5: Nusii - Manages the full proposal lifecycle with customizable templates, collaboration, and client portals.
- 6#6: DealHub - Provides CPQ, contract, and proposal automation for complex B2B sales processes.
- 7#7: Conga CPQ - Delivers guided selling, configuration, pricing, and quoting for enterprise revenue operations.
- 8#8: QuoteWerks - Desktop-based quoting software with product catalogs, pricing rules, and CRM integrations.
- 9#9: HubSpot Sales Hub - Offers built-in quoting, proposals, and payment collection within a free CRM platform.
- 10#10: Zoho CRM - Integrates quoting, invoicing, and deal management in an affordable all-in-one CRM suite.
Tools were ranked based on features like automation, customization, and integration, as well as user experience and overall value, ensuring alignment with diverse business needs from small teams to large enterprises.
Comparison Table
This comparison table compares popular proposal software tools like PandaDoc, Proposify, Qwilr, and more, helping businesses evaluate options. Readers will discover key features, usability, and suitability to find the right fit for their needs.
| # | 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 interactive templates, analytics, and electronic signatures. | specialized | 9.2/10 | 9.5/10 | 9.0/10 | 8.7/10 |
| 3 | Qwilr Transforms quotes and proposals into interactive web pages that integrate pricing and multimedia. | specialized | 8.5/10 | 9.0/10 | 8.5/10 | 8.0/10 |
| 4 | Better Proposals Enables quick creation of mobile-friendly proposals and quotes with payment integration and signatures. | specialized | 8.7/10 | 9.1/10 | 9.2/10 | 8.3/10 |
| 5 | Nusii Manages the full proposal lifecycle with customizable templates, collaboration, and client portals. | specialized | 8.2/10 | 8.0/10 | 9.1/10 | 7.7/10 |
| 6 | DealHub Provides CPQ, contract, and proposal automation for complex B2B sales processes. | enterprise | 8.3/10 | 8.9/10 | 7.6/10 | 8.0/10 |
| 7 | Conga CPQ Delivers guided selling, configuration, pricing, and quoting for enterprise revenue operations. | enterprise | 8.2/10 | 9.1/10 | 7.4/10 | 7.7/10 |
| 8 | QuoteWerks Desktop-based quoting software with product catalogs, pricing rules, and CRM integrations. | specialized | 8.2/10 | 9.2/10 | 7.5/10 | 7.8/10 |
| 9 | HubSpot Sales Hub Offers built-in quoting, proposals, and payment collection within a free CRM platform. | enterprise | 8.2/10 | 8.8/10 | 8.4/10 | 7.8/10 |
| 10 | Zoho CRM Integrates quoting, invoicing, and deal management in an affordable all-in-one CRM suite. | enterprise | 8.2/10 | 8.5/10 | 7.8/10 | 9.0/10 |
Automates the creation, sending, tracking, and e-signing of professional quotes and proposals.
Streamlines sales proposals with interactive templates, analytics, and electronic signatures.
Transforms quotes and proposals into interactive web pages that integrate pricing and multimedia.
Enables quick creation of mobile-friendly proposals and quotes with payment integration and signatures.
Manages the full proposal lifecycle with customizable templates, collaboration, and client portals.
Provides CPQ, contract, and proposal automation for complex B2B sales processes.
Delivers guided selling, configuration, pricing, and quoting for enterprise revenue operations.
Desktop-based quoting software with product catalogs, pricing rules, and CRM integrations.
Offers built-in quoting, proposals, and payment collection within a free CRM platform.
Integrates quoting, invoicing, and deal management in an affordable all-in-one CRM suite.
PandaDoc
specializedAutomates the creation, sending, tracking, and e-signing of professional quotes and proposals.
Advanced document analytics with viewer tracking, engagement metrics, and A/B testing to optimize sales content.
PandaDoc is a comprehensive document automation platform specializing in creating, sending, tracking, and signing professional proposals, quotes, contracts, and other sales documents. It features a drag-and-drop editor, reusable templates, dynamic content blocks, and integrations with CRMs like Salesforce and HubSpot to streamline workflows. With built-in e-signatures, payment collection, and advanced analytics, it helps sales teams close deals faster by providing real-time insights into document engagement.
Pros
- Extensive template library and dynamic personalization options
- Powerful real-time analytics and A/B testing for document performance
- Seamless eSignature, payment integrations, and CRM connectivity
Cons
- Pricing escalates quickly for advanced features and teams
- Steeper learning curve for complex automations
- Limited customization in lower-tier plans
Best For
Sales and marketing teams in growing businesses seeking to automate professional quote and proposal generation with robust tracking.
Pricing
Essentials at $19/user/mo, Business at $49/user/mo, Enterprise custom (billed annually; free trial available).
Proposify
specializedStreamlines sales proposals with interactive templates, analytics, and electronic signatures.
Real-time proposal analytics with detailed engagement tracking and notifications
Proposify is a comprehensive proposal software platform that enables sales teams to create, customize, send, and track professional proposals effortlessly. It features a drag-and-drop builder with reusable templates, e-signatures, payment integrations, and real-time analytics to monitor client engagement. Ideal for streamlining the sales process, it integrates seamlessly with CRMs like Salesforce and HubSpot, helping users close deals faster.
Pros
- Intuitive drag-and-drop editor for quick proposal creation
- Powerful real-time tracking and analytics for client interactions
- Seamless integrations with major CRMs and payment gateways
Cons
- Higher pricing may deter very small teams
- Advanced customization requires some learning curve
- Limited options for non-sales proposal types
Best For
Sales teams, agencies, and consultancies seeking to professionalize proposals and boost close rates.
Pricing
Starts at $49/user/month (Essentials, billed annually); Business at $69/user/month; Enterprise custom.
Qwilr
specializedTransforms quotes and proposals into interactive web pages that integrate pricing and multimedia.
Interactive proposals that function like mini-websites with pixel-perfect design control and client interaction tracking
Qwilr is a proposal and quote software that enables users to create interactive, web-page-like documents for sales presentations, quotes, and contracts. It features a drag-and-drop builder with customizable templates, real-time engagement tracking, and integrated e-signatures and payments. Ideal for modern sales teams, it integrates with CRMs like Salesforce and HubSpot to streamline the deal-closing process.
Pros
- Stunning, mobile-responsive templates that stand out from PDF proposals
- Real-time analytics to track client engagement and optimize pitches
- Seamless integrations with CRM tools like Salesforce and payment gateways
Cons
- Pricing can be steep for small teams or low-volume users
- Advanced customizations require higher-tier plans
- Occasional loading delays with media-heavy pages
Best For
Sales teams in agencies, consulting firms, or B2B services needing visually impressive, trackable proposals to close deals faster.
Pricing
Starts at $35/user/month (billed annually) for Core plan; Pro at $59/user/month, Elite at $99/user/month; custom Enterprise options available.
Better Proposals
specializedEnables quick creation of mobile-friendly proposals and quotes with payment integration and signatures.
Interactive proposals that allow clients to sign, pay, and accept terms directly within the document
Better Proposals is a specialized proposal software that enables users to create stunning, interactive proposals using a drag-and-drop builder and pre-designed templates. It streamlines the sales process with features like e-signatures, payment integrations (Stripe, PayPal), real-time tracking of client interactions, and automated follow-ups. Ideal for freelancers and agencies, it converts proposals into contracts and collects payments seamlessly without leaving the platform.
Pros
- Highly customizable templates and drag-and-drop editor for quick creation
- Built-in e-signatures, payments, and real-time tracking boost conversions
- Seamless integrations with CRM tools like HubSpot and Zapier
Cons
- Advanced features locked behind higher tiers
- No native mobile app for on-the-go editing
- Learning curve for complex custom workflows
Best For
Freelancers, consultants, and small agencies needing professional, trackable proposals that close deals faster.
Pricing
Starts at $19/month (Starter, 10 proposals/mo), $39/month (Business, unlimited), $99+/month (Enterprise); annual billing saves 20%.
Nusii
specializedManages the full proposal lifecycle with customizable templates, collaboration, and client portals.
Interactive pricing tables that let clients select options and see updated totals in real-time
Nusii is a proposal software platform tailored for agencies, freelancers, and sales teams to create, customize, and track professional proposals effortlessly. It offers a drag-and-drop editor with stunning templates, real-time client interaction tracking, and built-in e-signatures for faster approvals. The tool also supports payment collection via Stripe and interactive elements like pricing tables, making it ideal for streamlining the sales process from pitch to close.
Pros
- Intuitive drag-and-drop editor for quick proposal creation
- Real-time analytics and notifications on client engagement
- Seamless e-signatures and Stripe payment integration
Cons
- Limited advanced automation and CRM integrations
- No free plan, with pricing starting at €29/month
- Customization options can feel restrictive for complex needs
Best For
Small agencies and freelancers who need an easy-to-use tool for beautiful, interactive proposals without a steep learning curve.
Pricing
Starts at €29/user/month (Pro, billed annually) up to €99/user/month (Premium); 14-day free trial available.
DealHub
enterpriseProvides CPQ, contract, and proposal automation for complex B2B sales processes.
DealRoom: An interactive, real-time buyer portal for collaborative deal negotiation, approvals, and e-signing.
DealHub is a robust CPQ (Configure, Price, Quote) and revenue orchestration platform designed to accelerate sales cycles by automating proposal generation, contract management, and deal negotiation. It integrates deeply with CRMs like Salesforce and HubSpot, offering guided selling, dynamic pricing, and e-signatures to streamline the entire revenue lifecycle. With AI-driven insights and a buyer-facing DealRoom, it enhances collaboration and visibility for sales teams handling complex deals.
Pros
- Deep CRM integrations for seamless workflows
- Interactive DealRoom for buyer self-service
- Advanced analytics and AI-powered recommendations
Cons
- Steep learning curve for complex configurations
- Enterprise-focused pricing not ideal for SMBs
- Limited customization without professional services
Best For
Mid-market to enterprise sales teams managing complex, high-value deals requiring guided selling and buyer portals.
Pricing
Custom quote-based pricing, typically starting at $75-150/user/month for enterprise plans with annual commitments.
Conga CPQ
enterpriseDelivers guided selling, configuration, pricing, and quoting for enterprise revenue operations.
AI-powered guided selling that provides real-time recommendations during configuration to optimize quotes
Conga CPQ is a robust Salesforce-native Configure, Price, Quote (CPQ) solution that automates the creation of accurate quotes for complex products and services. It integrates seamlessly with Salesforce Sales Cloud to handle product configuration, dynamic pricing, and quote generation, while also supporting document automation via Conga Composer. Ideal for enterprises needing end-to-end revenue management, it streamlines sales cycles and reduces errors in quoting processes.
Pros
- Deep integration with Salesforce for seamless data flow and real-time updates
- Advanced configuration engines supporting complex bundles and rules-based pricing
- Built-in document generation and e-signature capabilities for faster deal closure
Cons
- Steep learning curve due to extensive customization options
- High cost, especially for smaller teams or non-enterprise users
- Limited flexibility for non-Salesforce environments without additional integrations
Best For
Salesforce-dependent enterprises with complex product catalogs requiring precise, automated quoting.
Pricing
Custom enterprise pricing starting at around $75/user/month, with tiers based on features and volume.
QuoteWerks
specializedDesktop-based quoting software with product catalogs, pricing rules, and CRM integrations.
Live pricing feeds from thousands of vendor catalogs for instant, accurate quotes without manual updates
QuoteWerks is a robust CPQ (Configure, Price, Quote) software tailored for resellers, distributors, and VARs, particularly in IT, AV, and security sectors. It automates quote creation by pulling real-time pricing from thousands of vendor data feeds and supports complex product configurations. The tool generates professional proposals, integrates with CRMs like Salesforce and accounting systems like QuickBooks, streamlining the entire sales quoting process.
Pros
- Extensive real-time integrations with over 140 vendors and distributors for accurate pricing
- Advanced configuration tools for complex product bundles
- Highly customizable quote templates and document automation
Cons
- Steep learning curve for new users due to its depth
- Primarily geared toward IT/hardware resellers, less ideal for other industries
- Perpetual licensing model can be costly upfront for small teams
Best For
IT resellers, VARs, and distributors handling high-volume quotes from multiple vendor catalogs.
Pricing
Perpetual licenses start at ~$995 per user with annual maintenance (~20%); cloud-hosted options via partners from $50-100/user/month.
HubSpot Sales Hub
enterpriseOffers built-in quoting, proposals, and payment collection within a free CRM platform.
Configurable quotes with built-in e-signatures, payment collection, and real-time engagement tracking tied to the sales pipeline
HubSpot Sales Hub is a comprehensive CRM platform with built-in quoting tools designed to streamline the sales process from lead to close. It enables users to create customizable quotes using product libraries, discounts, taxes, and payment terms, which can be sent directly to prospects for e-signature approval. Integrated with deal pipelines and email tracking, it provides visibility into quote engagement and accelerates deal velocity. While powerful for sales teams, it's more of a full-suite CRM than a standalone quoting solution.
Pros
- Seamless integration with CRM pipelines and email tracking
- Customizable quote templates with e-signatures and payments
- Robust reporting on quote performance and engagement
Cons
- Higher cost for advanced quoting features in Pro/Enterprise tiers
- Overkill for businesses needing only basic quoting without CRM
- Steeper learning curve for non-HubSpot users
Best For
Sales teams in SMBs or enterprises seeking integrated quoting within a full CRM ecosystem.
Pricing
Free CRM with basic tools; Sales Hub Starter at $20/user/month, Professional at $90/user/month, Enterprise custom pricing (billed annually).
Zoho CRM
enterpriseIntegrates quoting, invoicing, and deal management in an affordable all-in-one CRM suite.
Automated quote approval workflows with Blueprint, ensuring compliance and speeding up the sales cycle.
Zoho CRM is a versatile customer relationship management platform with built-in quote generation tools tailored for sales teams creating professional offers and proposals. It enables users to build quotes from deals using product catalogs, apply discounts, taxes, and custom terms, then send them via email with tracking and e-signature options. The system automates workflows from quote to invoice, integrating seamlessly with Zoho Books and other apps for efficient sales processes.
Pros
- Affordable pricing with a generous free tier
- Deep integration with Zoho ecosystem for quotes-to-cash automation
- Customizable quote templates and multi-currency support
Cons
- Steeper learning curve due to full CRM complexity
- Advanced customizations often require coding or Zoho Creator
- Quote features feel secondary to core CRM functionalities
Best For
Small to medium-sized sales teams needing an integrated CRM with reliable quote management without high costs.
Pricing
Free for up to 3 users; paid plans start at $14/user/month (billed annually) for Standard edition.
Conclusion
The reviewed offerte software showcases a diverse range of tools, each designed to enhance quote and proposal workflows—from automation and interactivity to CRM integration. At the peak, PandaDoc leads with its end-to-end solution for creating, sending, tracking, and e-signing professional documents. Proposify and Qwilr follow, offering standout features in user-friendly templates and multimedia integration, making them strong choices for specific needs. Despite variations, all tools elevate sales efficiency, ensuring businesses can close deals faster.
Explore the top-ranked PandaDoc to unlock seamless proposal management—your sales process deserves the best.
Tools Reviewed
All tools were independently evaluated for this comparison
Referenced in the comparison table and product reviews above.