Quick Overview
- 1#1: PandaDoc - Create, send, track, and e-sign interactive quotes and proposals online.
- 2#2: Proposify - Build, present, and track professional sales proposals and quotes with analytics.
- 3#3: Qwilr - Design interactive quote pages that engage clients and boost conversions.
- 4#4: Better Proposals - Generate mobile-friendly proposals and quotes with payment collection features.
- 5#5: Salesforce CPQ - Enterprise-grade configure, price, quote solution integrated with CRM.
- 6#6: Conga CPQ - Automate complex quoting, pricing, and contract generation for sales teams.
- 7#7: DealHub - Guided selling platform with CPQ for faster quote creation and deal closure.
- 8#8: QuoteWerks - Powerful quoting software for distributors with product catalog integration.
- 9#9: Zoho CRM - CRM platform with built-in tools for generating and managing quotes.
- 10#10: HubSpot Sales Hub - Free and paid quoting features integrated into inbound sales CRM.
Tools were selected and ranked based on key factors including feature robustness (e.g., quote creation, tracking, e-signatures), ease of use, integration capabilities, and overall value, ensuring a balanced assessment of both functionality and practical utility.
Comparison Table
In modern business, quick and professional quotation software is vital to closing deals, and this comparison table examines popular tools like PandaDoc, Proposify, Qwilr, and more. It dives into key features, pricing models, and usability, equipping readers to find the best fit for their workflow. Whether streamlining small team processes or enterprise needs, this guide clarifies how each tool enhances quote creation and growth.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | PandaDoc Create, send, track, and e-sign interactive quotes and proposals online. | specialized | 9.6/10 | 9.8/10 | 9.2/10 | 9.0/10 |
| 2 | Proposify Build, present, and track professional sales proposals and quotes with analytics. | specialized | 9.1/10 | 9.4/10 | 8.8/10 | 8.5/10 |
| 3 | Qwilr Design interactive quote pages that engage clients and boost conversions. | creative_suite | 8.7/10 | 9.2/10 | 8.5/10 | 8.3/10 |
| 4 | Better Proposals Generate mobile-friendly proposals and quotes with payment collection features. | specialized | 8.8/10 | 9.2/10 | 9.0/10 | 8.5/10 |
| 5 | Salesforce CPQ Enterprise-grade configure, price, quote solution integrated with CRM. | enterprise | 8.7/10 | 9.2/10 | 7.5/10 | 8.0/10 |
| 6 | Conga CPQ Automate complex quoting, pricing, and contract generation for sales teams. | enterprise | 8.2/10 | 9.1/10 | 7.4/10 | 7.8/10 |
| 7 | DealHub Guided selling platform with CPQ for faster quote creation and deal closure. | enterprise | 8.4/10 | 9.1/10 | 7.7/10 | 8.0/10 |
| 8 | QuoteWerks Powerful quoting software for distributors with product catalog integration. | specialized | 8.3/10 | 9.2/10 | 7.4/10 | 8.0/10 |
| 9 | Zoho CRM CRM platform with built-in tools for generating and managing quotes. | enterprise | 8.1/10 | 8.7/10 | 7.4/10 | 8.0/10 |
| 10 | HubSpot Sales Hub Free and paid quoting features integrated into inbound sales CRM. | other | 7.6/10 | 8.1/10 | 8.4/10 | 6.9/10 |
Create, send, track, and e-sign interactive quotes and proposals online.
Build, present, and track professional sales proposals and quotes with analytics.
Design interactive quote pages that engage clients and boost conversions.
Generate mobile-friendly proposals and quotes with payment collection features.
Enterprise-grade configure, price, quote solution integrated with CRM.
Automate complex quoting, pricing, and contract generation for sales teams.
Guided selling platform with CPQ for faster quote creation and deal closure.
Powerful quoting software for distributors with product catalog integration.
CRM platform with built-in tools for generating and managing quotes.
Free and paid quoting features integrated into inbound sales CRM.
PandaDoc
specializedCreate, send, track, and e-sign interactive quotes and proposals online.
Real-time document analytics revealing prospect interactions, time spent on sections, and mobile views for quote optimization
PandaDoc is a comprehensive document automation platform designed for creating, sending, tracking, and e-signing professional quotes, proposals, and contracts. It excels in online quotation software by offering dynamic templates, pricing tables with automatic calculations, and real-time analytics to monitor prospect engagement. The tool integrates seamlessly with CRMs like Salesforce and HubSpot, streamlining the entire sales quoting process from creation to close.
Pros
- Rich library of customizable templates and dynamic content blocks for quotes
- Advanced analytics tracking views, edits, and engagement metrics
- Built-in e-signing and CRM integrations for efficient workflows
Cons
- Higher pricing for advanced plans may strain small budgets
- Steeper learning curve for complex automations and custom fields
- Some features like bulk sending require Pro or higher tiers
Best For
Sales teams in mid-sized businesses handling high-volume quotes that need professional automation and deep insights.
Pricing
Essentials at $19/user/month, Pro at $49/user/month, Business at $59/user/month; Enterprise custom; 14-day free trial.
Proposify
specializedBuild, present, and track professional sales proposals and quotes with analytics.
Detailed proposal analytics revealing page-by-page views, time spent, and mobile activity
Proposify is a comprehensive online proposal and quotation software that enables sales teams to create stunning, interactive proposals with drag-and-drop templates, pricing tables, and multimedia elements. It streamlines the sales process by allowing real-time tracking of client engagement, electronic signatures, and integrated payment collection directly within proposals. With seamless CRM integrations and analytics, it helps users win more deals by providing insights into prospect behavior before they even respond.
Pros
- Highly customizable templates with pricing tables and e-signatures
- Real-time analytics and notifications for prospect engagement
- Strong integrations with CRMs like Salesforce and HubSpot
Cons
- Pricing can be steep for small teams or solo users
- Advanced customizations may require a learning curve
- Limited options for non-proposal documents
Best For
B2B sales teams and agencies seeking professional, trackable proposals to boost close rates.
Pricing
Starts at $49/user/month (Essentials, billed annually) up to $99/user/month (Enterprise), with a 14-day free trial.
Qwilr
creative_suiteDesign interactive quote pages that engage clients and boost conversions.
Real-time engagement analytics that show exactly how clients interact with your quotes, enabling timely follow-ups.
Qwilr is a powerful online quotation software that transforms static PDFs into interactive, web-based proposals and quotes with drag-and-drop editing. It offers real-time analytics to track client engagement, e-signatures for quick approvals, and seamless integrations with CRMs like Salesforce and HubSpot. Designed for sales teams, it helps shorten sales cycles by making quotes more engaging and professional.
Pros
- Highly interactive and visually stunning quote pages
- Robust analytics for tracking client interactions
- Strong CRM and payment gateway integrations
Cons
- Pricing can be steep for small teams or solopreneurs
- Steeper learning curve for advanced customizations
- Limited free plan; full features require paid tiers
Best For
Sales and marketing teams in mid-sized businesses seeking to create impressive, trackable proposals that boost conversion rates.
Pricing
Starts at $35/user/month (Essential, billed annually) up to $59/user/month (Premium), with custom Enterprise pricing; 14-day free trial available.
Better Proposals
specializedGenerate mobile-friendly proposals and quotes with payment collection features.
Embedded payment links that let clients pay deposits or full amounts directly within the interactive proposal
Better Proposals is an online platform that enables businesses to create, send, and track professional proposals, quotes, and contracts with a drag-and-drop builder and customizable templates. It supports electronic signatures, payment integrations like Stripe and PayPal, and client engagement tracking to streamline sales processes. Ideal for turning proposals into signed, paid deals efficiently.
Pros
- Stunning, mobile-responsive proposal templates that impress clients
- Seamless integrated payments and e-signatures for faster conversions
- Comprehensive tracking, analytics, and automated reminders
Cons
- Higher tiers required for team collaboration and advanced features
- Limited native integrations with some CRM tools like Salesforce
- Customization can feel restrictive without coding knowledge
Best For
Freelancers, agencies, and small businesses seeking polished, conversion-focused proposals without design expertise.
Pricing
Starts at $19/month (billed annually) for Pro plan (unlimited proposals, 10 templates); Business at $49/month (teams, Zapier); Enterprise custom.
Salesforce CPQ
enterpriseEnterprise-grade configure, price, quote solution integrated with CRM.
Constraint-based configuration engine that enforces business rules to prevent invalid quotes
Salesforce CPQ is a robust configure-price-quote solution integrated within the Salesforce CRM platform, enabling sales teams to handle complex product configurations, dynamic pricing, and professional quote generation. It automates the entire quoting process from product selection to approval workflows, reducing errors and accelerating sales cycles. Ideal for B2B organizations with customizable offerings, it leverages AI for guided selling and pricing optimization.
Pros
- Seamless integration with Salesforce CRM for unified data and workflows
- Advanced configuration engine handles complex bundles and rules
- AI-driven pricing guidance and quote automation speed up sales
Cons
- Steep learning curve and lengthy implementation
- High cost, especially for smaller teams
- Best suited within Salesforce ecosystem, limiting standalone use
Best For
Large enterprises with complex, configurable products and existing Salesforce usage needing accurate, scalable quoting.
Pricing
Starts at ~$75/user/month as an add-on to Salesforce Sales Cloud; enterprise pricing is custom and requires consultation.
Conga CPQ
enterpriseAutomate complex quoting, pricing, and contract generation for sales teams.
AI-driven guided selling with dynamic pricing matrices for error-free complex configurations
Conga CPQ is a robust Salesforce-native configure-price-quote (CPQ) platform that automates the creation of accurate quotes for complex products and services. It enables sales teams to configure bundles, apply dynamic pricing rules, and generate professional proposals seamlessly within Salesforce. The solution integrates with the broader Conga Revenue Lifecycle Management suite for end-to-end automation from quote to cash.
Pros
- Deep native integration with Salesforce for seamless workflows
- Powerful configuration engine handles complex products and bundles
- Advanced automation including e-signing and contract generation
Cons
- Steep learning curve for setup and customization
- Higher cost makes it less ideal for small businesses
- Limited flexibility outside Salesforce ecosystem
Best For
Mid-to-large enterprises using Salesforce that require sophisticated CPQ for complex sales cycles.
Pricing
Custom enterprise pricing, typically starting at $75-$150 per user/month depending on features and volume.
DealHub
enterpriseGuided selling platform with CPQ for faster quote creation and deal closure.
DealRoom: Fully interactive, multimedia proposals where buyers can configure options, approve terms, and e-sign in real-time.
DealHub is a robust CPQ (Configure, Price, Quote) platform designed for B2B sales teams to streamline the creation of accurate quotes, proposals, and contracts. It offers guided selling, real-time pricing calculations, and seamless CRM integrations like Salesforce to handle complex product configurations. The platform also includes DealRooms for interactive buyer experiences and e-signature capabilities to accelerate deal closures.
Pros
- Advanced CPQ engine handles complex configurations and multi-currency pricing
- Interactive DealRooms enable buyer self-service and real-time engagement tracking
- Deep integrations with CRM, ERP, and payment systems for end-to-end workflows
Cons
- Steeper learning curve for initial setup and customization
- Pricing is enterprise-oriented and can be costly for small teams
- Limited out-of-the-box templates for non-technical users
Best For
Mid-market to enterprise B2B companies with complex sales processes needing guided quoting and buyer interaction tools.
Pricing
Quote-based pricing starts at around $75/user/month for Pro plans, with custom Enterprise tiers for advanced features.
QuoteWerks
specializedPowerful quoting software for distributors with product catalog integration.
Real-time pricing and availability from thousands of vendors via direct distributor integrations
QuoteWerks is a powerful CPQ (Configure, Price, Quote) software solution designed for creating professional quotes, proposals, and orders with real-time pricing from integrated suppliers. It excels in complex product configurations, custom templates, and automation for industries like IT, AV, and security. While primarily a desktop application, it offers web-based access and collaboration features for modern quoting workflows.
Pros
- Extensive integrations with 100+ distributors for live pricing and inventory
- Advanced configuration tools and customizable quote templates
- Strong automation, reporting, and CRM/accounting integrations
Cons
- Steep learning curve due to feature density
- Desktop-centric with web features feeling secondary
- Opaque, quote-based pricing without public tiers
Best For
B2B sales teams in IT distribution, AV, or security sectors handling complex, supplier-dependent quotes.
Pricing
Custom quote-based pricing; typically $50-$150/user/month subscription or perpetual licenses with maintenance fees.
Zoho CRM
enterpriseCRM platform with built-in tools for generating and managing quotes.
Automated quote generation from deals with real-time inventory and pricing updates
Zoho CRM is a comprehensive customer relationship management platform that includes robust online quotation capabilities, enabling users to create customizable quotes, proposals, and estimates directly from sales pipelines. It supports multi-currency, tax calculations, product catalogs, and inventory integration for accurate quoting. Quotes can be sent via email, shared links, or portals, with tracking, e-signatures, and automated workflows for approvals and conversions to orders.
Pros
- Deep integration with CRM pipelines for seamless quote-to-deal management
- Advanced customization with templates, product catalogs, and inventory syncing
- Built-in e-signatures, approvals, and multi-channel delivery with analytics
Cons
- Steep learning curve due to full CRM complexity for simple quoting needs
- Full features require higher-tier plans, less ideal for standalone use
- Limited standalone quoting without broader Zoho ecosystem adoption
Best For
Small to medium businesses using Zoho CRM that need integrated quoting tied to sales and inventory processes.
Pricing
Free edition for up to 3 users; paid plans from $14/user/month (Standard) to $52/user/month (Ultimate), billed annually.
HubSpot Sales Hub
otherFree and paid quoting features integrated into inbound sales CRM.
Quote engagement analytics that track opens, views, and interactions to optimize sales follow-ups
HubSpot Sales Hub integrates online quotation tools into its CRM platform, allowing users to build customizable quote templates, send them via email or client portals, and track engagement in real-time. It supports e-signatures, payment collection, and seamless progression to deals in the sales pipeline. While not a standalone quoting solution, it excels when combined with HubSpot's sales automation features. This makes it suitable for teams needing quotes tied to broader CRM workflows.
Pros
- Seamless CRM integration for quote-to-deal tracking
- Built-in e-signatures and payment processing
- Real-time notifications on quote views and interactions
Cons
- Overkill and costly for quoting-only needs
- Advanced features locked behind higher tiers
- Less specialized customization than dedicated quoting tools
Best For
Sales teams already using HubSpot CRM who need integrated quoting within their pipeline.
Pricing
Free tools included; Starter at $20/user/month, Professional at $90/user/month, Enterprise at $150/user/month (billed annually).
Conclusion
The top 10 tools reviewed showcase a range of robust options to streamline quoting and proposal processes. At the pinnacle is PandaDoc, a well-rounded solution for creating, tracking, and e-signing interactive quotes, setting it apart as a leading choice. Strong alternatives like Proposify, with its analytics-driven approach, and Qwilr, focused on client engagement, also excel, catering to diverse needs.
Begin exploring the power of PandaDoc today to transform your quoting workflow and boost sales efficiency.
Tools Reviewed
All tools were independently evaluated for this comparison