Quick Overview
- 1#1: PandaDoc - Automates the creation, sending, tracking, and e-signing of professional quotes and proposals online.
- 2#2: Salesforce CPQ - Provides comprehensive configure-price-quote functionality integrated with CRM for complex sales processes.
- 3#3: Proposify - Streamlines proposal and quote creation with templates, automation, analytics, and e-signatures.
- 4#4: Qwilr - Transforms quotes into interactive web pages with multimedia, payments, and real-time analytics.
- 5#5: Conga CPQ - Delivers guided selling and CPQ capabilities to accelerate revenue operations and deal closures.
- 6#6: DealHub - Unified CPQ platform that aligns sales, finance, and legal for faster quote generation and approvals.
- 7#7: QuoteWerks - Desktop and web-based quoting tool for distributors with product catalogs, pricing, and integrations.
- 8#8: HubSpot Sales Hub - Offers simple quote generation, templates, multi-currency support, and e-signing within CRM.
- 9#9: Zoho CRM - Integrates quoting, invoicing, and payments directly into CRM workflows for sales teams.
- 10#10: Better Proposals - Enables quick creation of mobile-friendly proposals and quotes with payments and signatures.
We prioritized tools based on functionality (including automation, e-signatures, and integrations), user experience, robustness for complex workflows, and overall value to ensure a comprehensive and practical review.
Comparison Table
Online quote software simplifies business proposals, and this comparison table explores tools like PandaDoc, Salesforce CPQ, Proposify, Qwilr, Conga CPQ, and more—highlighting key features, usability, and fit for diverse workflows. Learn how each platform streamlines quote creation, integrates with existing tools, or accelerates conversion to find the best match for your operation.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | PandaDoc Automates the creation, sending, tracking, and e-signing of professional quotes and proposals online. | specialized | 9.5/10 | 9.8/10 | 9.2/10 | 8.9/10 |
| 2 | Salesforce CPQ Provides comprehensive configure-price-quote functionality integrated with CRM for complex sales processes. | enterprise | 9.1/10 | 9.6/10 | 7.8/10 | 8.4/10 |
| 3 | Proposify Streamlines proposal and quote creation with templates, automation, analytics, and e-signatures. | specialized | 8.7/10 | 9.2/10 | 8.5/10 | 8.0/10 |
| 4 | Qwilr Transforms quotes into interactive web pages with multimedia, payments, and real-time analytics. | specialized | 8.7/10 | 9.2/10 | 8.5/10 | 8.0/10 |
| 5 | Conga CPQ Delivers guided selling and CPQ capabilities to accelerate revenue operations and deal closures. | enterprise | 8.6/10 | 9.1/10 | 7.9/10 | 8.2/10 |
| 6 | DealHub Unified CPQ platform that aligns sales, finance, and legal for faster quote generation and approvals. | enterprise | 8.2/10 | 9.1/10 | 7.6/10 | 7.9/10 |
| 7 | QuoteWerks Desktop and web-based quoting tool for distributors with product catalogs, pricing, and integrations. | specialized | 8.1/10 | 9.2/10 | 6.8/10 | 7.4/10 |
| 8 | HubSpot Sales Hub Offers simple quote generation, templates, multi-currency support, and e-signing within CRM. | enterprise | 7.6/10 | 7.2/10 | 8.5/10 | 7.4/10 |
| 9 | Zoho CRM Integrates quoting, invoicing, and payments directly into CRM workflows for sales teams. | enterprise | 8.1/10 | 8.4/10 | 7.7/10 | 8.6/10 |
| 10 | Better Proposals Enables quick creation of mobile-friendly proposals and quotes with payments and signatures. | specialized | 8.5/10 | 8.7/10 | 9.2/10 | 8.3/10 |
Automates the creation, sending, tracking, and e-signing of professional quotes and proposals online.
Provides comprehensive configure-price-quote functionality integrated with CRM for complex sales processes.
Streamlines proposal and quote creation with templates, automation, analytics, and e-signatures.
Transforms quotes into interactive web pages with multimedia, payments, and real-time analytics.
Delivers guided selling and CPQ capabilities to accelerate revenue operations and deal closures.
Unified CPQ platform that aligns sales, finance, and legal for faster quote generation and approvals.
Desktop and web-based quoting tool for distributors with product catalogs, pricing, and integrations.
Offers simple quote generation, templates, multi-currency support, and e-signing within CRM.
Integrates quoting, invoicing, and payments directly into CRM workflows for sales teams.
Enables quick creation of mobile-friendly proposals and quotes with payments and signatures.
PandaDoc
specializedAutomates the creation, sending, tracking, and e-signing of professional quotes and proposals online.
Interactive document analytics with real-time notifications and page-by-page tracking
PandaDoc is a comprehensive document automation platform specializing in creating, sending, tracking, and e-signing professional quotes, proposals, and contracts. It streamlines the sales quoting process with customizable templates, dynamic content blocks, real-time analytics, and seamless integrations with CRMs like Salesforce and HubSpot. Businesses use it to accelerate deal cycles by enabling interactive quotes that clients can approve and pay directly within the document.
Pros
- Vast library of customizable templates and dynamic fields for personalized quotes
- Advanced tracking with notifications for views, edits, and completions
- Robust integrations and e-signing with payment collection capabilities
Cons
- Higher pricing tiers can be costly for very small teams
- Advanced customization requires some learning curve
- Limited offline functionality compared to desktop alternatives
Best For
Sales teams and mid-to-large businesses seeking professional, trackable online quotes to shorten sales cycles.
Pricing
Starts at $19/user/month (Essentials, annual billing) up to $49/user/month (Business); Enterprise is custom.
Salesforce CPQ
enterpriseProvides comprehensive configure-price-quote functionality integrated with CRM for complex sales processes.
Einstein AI integration for intelligent, predictive pricing and guided configuration recommendations
Salesforce CPQ is a powerful configure-price-quote (CPQ) solution deeply integrated into the Salesforce CRM ecosystem, enabling sales teams to configure complex products, apply dynamic pricing rules, and generate accurate quotes in real-time. It automates the entire quote-to-cash process, including approvals, discounts, and contract generation, reducing errors and accelerating sales cycles. With AI-driven insights via Einstein, it supports guided selling and predictive pricing for enterprise-scale operations.
Pros
- Seamless native integration with Salesforce CRM for unified data and workflows
- Advanced product configuration rules and dynamic pricing engines for complex bundles
- AI-powered features like Einstein CPQ for guided selling and optimization
Cons
- Steep learning curve and complex initial setup requiring Salesforce expertise
- High cost, especially for smaller teams or those not already on Salesforce
- Customization often demands professional services or developers
Best For
Large enterprises already using Salesforce CRM that need robust CPQ for complex, high-volume quoting and sales automation.
Pricing
Custom enterprise pricing, typically $75-$150+ per user per month, plus implementation fees often exceeding $50K.
Proposify
specializedStreamlines proposal and quote creation with templates, automation, analytics, and e-signatures.
Real-time 'Hotspots' analytics that reveal exactly where prospects linger in your proposals
Proposify is a cloud-based proposal and quote software that enables users to create, send, track, and close deals with professional, interactive documents. It features a drag-and-drop builder for customizing templates with images, videos, and dynamic pricing tables, along with real-time analytics to monitor client engagement. The platform supports e-signatures, payment integrations, and CRM syncing, making it ideal for streamlining sales processes from quote to contract.
Pros
- Intuitive drag-and-drop editor for quick proposal creation
- Advanced analytics with engagement tracking and notifications
- Built-in e-signatures and payment gateways for faster closes
Cons
- Pricing scales per user, expensive for large teams
- Limited customization in lower tiers
- Steep learning curve for complex integrations
Best For
Sales and marketing teams in agencies or B2B services needing polished, trackable quotes and proposals.
Pricing
Starts at $19/user/month (Personal, annual billing); Team $49/user/month; Business $59/user/month; 14-day free trial.
Qwilr
specializedTransforms quotes into interactive web pages with multimedia, payments, and real-time analytics.
Interactive web-based quote pages that embed multimedia, forms, and live pricing calculators for a superior client experience over traditional documents
Qwilr is a powerful online quote and proposal software that enables users to create interactive, web-page-like documents instead of static PDFs. It supports embedding videos, forms, testimonials, and pricing tables to engage prospects dynamically. The platform offers real-time analytics to track views and interactions, plus integrations with CRMs like Salesforce and payment gateways for streamlined sales processes.
Pros
- Stunning, customizable templates and interactive elements for high client engagement
- Advanced analytics to monitor prospect behavior in real-time
- Robust integrations with popular CRMs, payment processors, and automation tools
Cons
- Pricing can be steep for small teams or startups
- Steeper learning curve for highly customized designs
- Limited free tier with restrictions on projects and features
Best For
Sales and marketing teams in agencies or B2B services seeking visually impressive, trackable proposals to accelerate deal closures.
Pricing
Starts at $35/user/month (billed annually) for Core plan with basic features; Pro at $59/user/month and Elite at $119/user/month; custom Enterprise pricing available.
Conga CPQ
enterpriseDelivers guided selling and CPQ capabilities to accelerate revenue operations and deal closures.
Native Salesforce integration with guided selling and real-time pricing calculations
Conga CPQ is a robust configure-price-quote (CPQ) platform designed to automate and streamline the sales quoting process, particularly for Salesforce users. It enables sales teams to configure complex products, apply dynamic pricing rules, and generate accurate, professional quotes quickly. Integrated with Conga's suite for document automation and contract management, it supports end-to-end revenue operations. Ideal for enterprises needing guided selling and multi-channel quote delivery.
Pros
- Seamless native integration with Salesforce CRM
- Handles complex product configurations and dynamic pricing rules
- Built-in workflows for approvals, e-signatures, and document generation
Cons
- Steep learning curve for setup and customization
- Higher pricing suitable mainly for enterprises
- Less intuitive for non-Salesforce users or simple quoting needs
Best For
Mid-to-large enterprises using Salesforce with complex product catalogs and lengthy sales cycles.
Pricing
Custom quote-based pricing; typically starts at $75-$100 per user per month, scaling with features and volume.
DealHub
enterpriseUnified CPQ platform that aligns sales, finance, and legal for faster quote generation and approvals.
DealRoom: A unified collaborative workspace for real-time quote negotiation, approvals, and e-signing.
DealHub is a robust CPQ (Configure, Price, Quote) platform designed to streamline the sales process by enabling fast creation of accurate quotes, proposals, and contracts. It features guided selling, dynamic pricing rules, and seamless CRM integrations like Salesforce and HubSpot to automate deal management. The platform also includes analytics for sales performance insights and e-signature capabilities for quicker deal closures.
Pros
- Powerful CPQ engine with complex pricing configurations
- Deep CRM and ERP integrations for enterprise workflows
- Real-time deal analytics and collaborative DealRoom
Cons
- Steeper learning curve for setup and customization
- Pricing is custom and can be expensive for small teams
- Limited options for very basic quoting needs
Best For
Mid-market to enterprise sales teams needing integrated CPQ and deal management for complex sales cycles.
Pricing
Custom quote-based pricing; typically starts at $75/user/month for basic plans, scaling to enterprise tiers with advanced features.
QuoteWerks
specializedDesktop and web-based quoting tool for distributors with product catalogs, pricing, and integrations.
Real-time data feeds from hundreds of distributors and manufacturers for accurate pricing and inventory without manual updates
QuoteWerks is a robust CPQ (Configure, Price, Quote) software primarily designed for IT resellers, distributors, and VARs to streamline complex quoting processes. It offers a powerful desktop application with web capabilities for creating, managing, and delivering professional quotes, supported by extensive product catalogs and real-time pricing from integrated data sources. The platform excels in handling bundles, configurations, discounts, and integrations with CRMs like Salesforce and ERPs.
Pros
- Deep integrations with distributor/manufacturer catalogs for real-time pricing and availability
- Advanced configuration tools for complex products and bundles
- Strong automation for approvals, deal registrations, and CRM syncing
Cons
- Steep learning curve due to feature density and desktop-centric interface
- Web quoting module feels secondary and less intuitive than competitors
- Pricing is opaque and can be expensive for smaller teams
Best For
Mid-to-large IT resellers and distributors requiring enterprise-grade quoting with catalog integrations.
Pricing
Quote-based pricing, typically starting at $5,000+ annually for base licenses, scaling with users, modules, and integrations.
HubSpot Sales Hub
enterpriseOffers simple quote generation, templates, multi-currency support, and e-signing within CRM.
Deep CRM integration that automatically links quotes to deals, pipelines, and customer data for end-to-end sales visibility
HubSpot Sales Hub is a CRM platform with built-in quoting tools that allow sales teams to create customizable quotes, proposals, and contracts directly from deal records. It supports line-item pricing, discounts, taxes, multi-currency, e-signatures, and payment collection, all integrated seamlessly with sales pipelines and email tracking. While effective for streamlined sales processes, its quoting capabilities are embedded within a broader CRM suite rather than offering advanced standalone CPQ functionality.
Pros
- Seamless integration with CRM for deal tracking and automation
- User-friendly quote templates with e-signatures and payment links
- Free starter plan with core quoting features
Cons
- Limited advanced configuration options for complex products
- Full features require higher-tier paid plans
- Overkill for teams needing only quoting without CRM
Best For
Sales teams already using HubSpot CRM who want integrated, straightforward quote generation and tracking.
Pricing
Free Starter plan; Professional at $90/user/month (billed annually); Enterprise at $150/user/month (billed annually).
Zoho CRM
enterpriseIntegrates quoting, invoicing, and payments directly into CRM workflows for sales teams.
Blueprint automation that guides quotes through customizable sales workflows with approvals and reminders
Zoho CRM is a versatile customer relationship management platform that offers robust online quote generation as part of its sales automation toolkit. It enables users to create professional, customizable quotes with drag-and-drop templates, apply multi-currency support, taxes, and discounts, and send them via email for client approval. Quotes can be tracked for views and acceptance, electronically signed through Zoho Sign integration, and seamlessly converted into sales orders or invoices within the CRM workflow.
Pros
- Seamless integration with full CRM for automated quote generation from leads and deals
- Customizable templates, multi-currency, and e-signature capabilities
- Real-time tracking and analytics on quote performance
Cons
- Overkill for users needing only standalone quote software without CRM features
- Steeper learning curve due to extensive CRM functionalities
- Advanced quote automations locked behind higher-tier plans
Best For
Small to medium-sized businesses seeking integrated CRM and quote management for streamlined sales processes.
Pricing
Free for up to 3 users; paid plans from $14/user/month (Standard) to $52/user/month (Ultimate), billed annually.
Better Proposals
specializedEnables quick creation of mobile-friendly proposals and quotes with payments and signatures.
Interactive proposals with embedded videos, images, and one-click payments that clients can sign and pay for without leaving the document
Better Proposals is an online platform that enables users to create stunning, interactive proposals and quotes with drag-and-drop templates, multimedia embeds, and e-signatures. It streamlines the sales process by allowing clients to review, sign, and pay directly within the proposal, while providing real-time tracking and analytics. Ideal for sales teams and agencies, it integrates with tools like Stripe, PayPal, HubSpot, and Google Analytics to close deals faster.
Pros
- Visually appealing templates and drag-and-drop builder
- Seamless e-signatures, payments, and tracking
- Strong integrations with CRMs and payment gateways
- Mobile app and client hub for collaboration
Cons
- Limited proposals in entry-level plan (10/month)
- Advanced automation and custom branding require higher tiers
- No standalone invoicing; tied to proposals
- Occasional performance lags with heavy multimedia
Best For
Freelancers, agencies, and small-to-medium sales teams seeking professional, client-engaging quote tools without complexity.
Pricing
Starts at $19/month (annual) for Starter (10 proposals/mo), $29/month for Proposal Maker (unlimited), $49/month for Business (teams/advanced features), Enterprise custom.
Conclusion
The reviewed online quote software caters to varied needs, from end-to-end automation to CRM integration. Leading the pack, PandaDoc excels with its robust workflow tools, while Salesforce CPQ and Proposify stand out as strong alternatives—one for complex sales, the other for streamlined template management. Together, they demonstrate the range of solutions available to optimize quote processes.
Take the first step to efficient quoting: explore PandaDoc, our top-ranked tool, and discover how it streamlines creation, tracking, and closure to boost your sales success.
Tools Reviewed
All tools were independently evaluated for this comparison
Referenced in the comparison table and product reviews above.