Quick Overview
- 1#1: PandaDoc - PandaDoc enables teams to create, send, track, and e-sign interactive quotes and proposals online.
- 2#2: Proposify - Proposify streamlines the sales process with customizable, trackable online proposals and quotes.
- 3#3: Qwilr - Qwilr transforms quotes into interactive web pages that boost engagement and conversion rates.
- 4#4: Better Proposals - Better Proposals allows users to build beautiful, mobile-friendly quotes and proposals with e-signatures.
- 5#5: Nusii - Nusii provides a simple platform for creating, presenting, and negotiating professional online proposals.
- 6#6: Quotient - Quotient offers fast online quoting with client approval workflows and seamless invoicing integration.
- 7#7: Bidsketch - Bidsketch simplifies proposal and quote creation for freelancers and agencies with templates and tracking.
- 8#8: QuoteWerks - QuoteWerks delivers comprehensive desktop and online quoting for distributors, VARs, and integrators.
- 9#9: Zoho CRM - Zoho CRM includes robust online quote generation, customization, and management within its sales suite.
- 10#10: Mojo Sells - Mojo Sells equips sales teams with quick quote creation, mobile access, and CRM integration tools.
Tools were selected based on key metrics including feature depth, ease of use, reliability, and value, ensuring they balance functionality with accessibility to serve as effective assets for sales teams of all sizes.
Comparison Table
Online quotes software streamlines business proposals, and this comparison table explores top tools like PandaDoc, Proposify, Qwilr, and others. Readers will gain insights into key features, usability, and practical fit to select the best solution for their needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | PandaDoc PandaDoc enables teams to create, send, track, and e-sign interactive quotes and proposals online. | enterprise | 9.4/10 | 9.6/10 | 9.1/10 | 8.8/10 |
| 2 | Proposify Proposify streamlines the sales process with customizable, trackable online proposals and quotes. | specialized | 9.2/10 | 9.5/10 | 9.0/10 | 8.8/10 |
| 3 | Qwilr Qwilr transforms quotes into interactive web pages that boost engagement and conversion rates. | specialized | 8.7/10 | 9.2/10 | 8.5/10 | 8.0/10 |
| 4 | Better Proposals Better Proposals allows users to build beautiful, mobile-friendly quotes and proposals with e-signatures. | specialized | 8.5/10 | 9.0/10 | 9.2/10 | 8.3/10 |
| 5 | Nusii Nusii provides a simple platform for creating, presenting, and negotiating professional online proposals. | specialized | 8.7/10 | 9.0/10 | 9.2/10 | 8.3/10 |
| 6 | Quotient Quotient offers fast online quoting with client approval workflows and seamless invoicing integration. | specialized | 8.7/10 | 8.8/10 | 9.2/10 | 8.5/10 |
| 7 | Bidsketch Bidsketch simplifies proposal and quote creation for freelancers and agencies with templates and tracking. | specialized | 8.6/10 | 8.7/10 | 9.2/10 | 8.4/10 |
| 8 | QuoteWerks QuoteWerks delivers comprehensive desktop and online quoting for distributors, VARs, and integrators. | enterprise | 7.8/10 | 9.2/10 | 6.4/10 | 7.5/10 |
| 9 | Zoho CRM Zoho CRM includes robust online quote generation, customization, and management within its sales suite. | enterprise | 8.4/10 | 9.1/10 | 7.6/10 | 8.3/10 |
| 10 | Mojo Sells Mojo Sells equips sales teams with quick quote creation, mobile access, and CRM integration tools. | specialized | 7.8/10 | 8.2/10 | 8.5/10 | 7.0/10 |
PandaDoc enables teams to create, send, track, and e-sign interactive quotes and proposals online.
Proposify streamlines the sales process with customizable, trackable online proposals and quotes.
Qwilr transforms quotes into interactive web pages that boost engagement and conversion rates.
Better Proposals allows users to build beautiful, mobile-friendly quotes and proposals with e-signatures.
Nusii provides a simple platform for creating, presenting, and negotiating professional online proposals.
Quotient offers fast online quoting with client approval workflows and seamless invoicing integration.
Bidsketch simplifies proposal and quote creation for freelancers and agencies with templates and tracking.
QuoteWerks delivers comprehensive desktop and online quoting for distributors, VARs, and integrators.
Zoho CRM includes robust online quote generation, customization, and management within its sales suite.
Mojo Sells equips sales teams with quick quote creation, mobile access, and CRM integration tools.
PandaDoc
enterprisePandaDoc enables teams to create, send, track, and e-sign interactive quotes and proposals online.
Real-time document analytics that show exactly what recipients view, edit, or ignore in quotes
PandaDoc is a leading document automation platform designed for creating, sending, tracking, and e-signing professional quotes, proposals, and contracts. It excels in online quotes software by offering customizable templates, dynamic pricing tables that auto-calculate totals, and seamless integrations with CRMs like Salesforce and HubSpot. Sales teams can monitor document views, time spent on sections, and recipient activity in real-time to optimize follow-ups and boost conversion rates.
Pros
- Robust template library and dynamic content blocks for quick quote customization
- Advanced analytics and notifications for tracking quote engagement
- Built-in e-signature and payment collection to shorten sales cycles
Cons
- Higher pricing tiers can be expensive for very small teams
- Advanced automation features have a moderate learning curve
- Some CRM integrations require additional setup time
Best For
Sales and marketing teams in mid-sized to enterprise businesses seeking professional, trackable online quotes with e-signing capabilities.
Proposify
specializedProposify streamlines the sales process with customizable, trackable online proposals and quotes.
Real-time engagement analytics that show page-by-page interactions and notify you instantly when proposals are viewed
Proposify is a robust online quotes and proposals software designed for sales teams to create professional, interactive proposals and quotes using drag-and-drop templates and customizable content blocks. It provides real-time tracking of prospect engagement, including views, time spent on pages, and mobile notifications, streamlining the sales process. The platform integrates e-signatures, payment collection, and CRM tools like Salesforce and HubSpot for seamless deal closure.
Pros
- Stunning, mobile-responsive templates with video and multimedia support
- Advanced analytics for tracking proposal views, reads, and engagement
- Built-in e-signatures, payments, and CRM integrations for end-to-end workflows
Cons
- Pricing can be steep for solo users or very small teams
- Advanced customizations require a learning curve
- No perpetual free plan, only a 14-day trial
Best For
Sales teams and agencies in mid-sized businesses seeking polished, trackable proposals to accelerate deal closures.
Qwilr
specializedQwilr transforms quotes into interactive web pages that boost engagement and conversion rates.
Interactive webpage-style proposals with dynamic content blocks and prospect activity tracking
Qwilr is an online quotes and proposals platform that transforms traditional static documents into interactive, web-page-like experiences with embedded videos, forms, and dynamic pricing. It streamlines the sales process by allowing real-time customization, e-signatures, and detailed analytics on prospect engagement. Ideal for B2B sales teams, it integrates with CRMs like Salesforce and HubSpot to track quotes from creation to conversion.
Pros
- Stunning interactive proposals that increase engagement and conversions
- Robust analytics and real-time notifications for tracking views and interactions
- Seamless integrations with major CRMs and payment gateways
Cons
- Higher pricing may not suit very small teams or solopreneurs
- Steeper learning curve for advanced customizations
- Limited template variety in lower plans
Best For
Sales and marketing teams in agencies, consultancies, and B2B services who need engaging, trackable quotes and proposals.
Better Proposals
specializedBetter Proposals allows users to build beautiful, mobile-friendly quotes and proposals with e-signatures.
Interactive proposals that clients navigate like websites, with section-by-section approvals and embedded multimedia
Better Proposals is an online platform specializing in creating, sending, and managing professional quotes, proposals, and contracts. It enables users to build visually stunning, interactive documents with drag-and-drop templates, embed videos, and include e-signatures for quick client approvals. The software tracks proposal views, interactions, and integrates with payment gateways like Stripe for seamless invoicing and deal closure.
Pros
- Highly customizable, mobile-responsive proposal templates
- Integrated e-signatures, payments, and real-time analytics
- Easy drag-and-drop editor with video embedding
Cons
- Limited free tier (trial only)
- Advanced automation requires higher plans
- Fewer native CRM integrations than enterprise tools
Best For
Freelancers and small agencies needing beautiful, trackable quotes to accelerate sales cycles.
Nusii
specializedNusii provides a simple platform for creating, presenting, and negotiating professional online proposals.
Interactive proposal tracking with detailed client engagement insights and automated reminders
Nusii is a dedicated proposal software platform that enables users to create, send, and manage professional quotes and proposals with ease. It features a drag-and-drop editor, customizable templates, and real-time tracking of client interactions. The tool supports e-signatures, payment integrations like Stripe, and team collaboration, making it ideal for streamlining sales processes from agencies to freelancers.
Pros
- Intuitive drag-and-drop builder with stunning templates
- Real-time analytics and client activity tracking
- Seamless e-signatures and one-click payments
Cons
- Limited third-party integrations
- No free plan or trial beyond 14 days
- Pricing scales quickly for larger teams
Best For
Freelancers, consultants, and small agencies needing polished, trackable proposals without a steep learning curve.
Quotient
specializedQuotient offers fast online quoting with client approval workflows and seamless invoicing integration.
Client-configurable quotes where buyers can select options, adjust quantities, and see pricing update in real-time before accepting.
Quotient is a cloud-based quoting and proposal software designed to help businesses create professional, interactive quotes that clients can review, customize, sign, and pay for online. It streamlines the sales process by allowing real-time updates, electronic signatures, and seamless conversion to invoices or contracts. The platform includes customizable templates, analytics for tracking engagement, and integrations with tools like QuickBooks and Stripe.
Pros
- Intuitive interface with drag-and-drop builder for quick quote creation
- Interactive client experience with real-time customization and payments
- Strong analytics and tracking for quote performance and engagement
Cons
- Limited advanced automation compared to enterprise competitors
- Free plan restricts to 10 quotes per month with basic features
- Fewer native integrations than some top alternatives
Best For
Small to medium-sized businesses and sales teams seeking an easy-to-use tool for interactive quotes without complex setup.
Bidsketch
specializedBidsketch simplifies proposal and quote creation for freelancers and agencies with templates and tracking.
Pre-built library of 50+ professional templates optimized for one-click customization and branding.
Bidsketch is an online quotes and proposal software designed for freelancers, agencies, and small businesses to create professional proposals quickly. It offers customizable templates, electronic signatures, payment integrations, and real-time tracking of client interactions. The platform streamlines the sales process by allowing users to send, track, and close deals directly from polished, branded documents.
Pros
- Intuitive drag-and-drop editor for fast proposal creation
- Built-in e-signatures and payment processing via Stripe
- Robust tracking of opens, views, and client engagement
Cons
- Limited advanced CRM integrations compared to competitors
- No free plan or trial beyond 14 days
- Customization options can feel restrictive for complex needs
Best For
Freelancers and small creative agencies needing quick, professional quotes without a steep learning curve.
QuoteWerks
enterpriseQuoteWerks delivers comprehensive desktop and online quoting for distributors, VARs, and integrators.
Real-time pricing and inventory pulls from thousands of manufacturer/distributor databases
QuoteWerks is a robust quoting and proposal software primarily designed for distributors, VARs, and integrators in IT, AV, security, and electrical industries. It automates the creation of complex quotes by integrating real-time pricing, inventory, and availability data from over 14,000 suppliers and manufacturers. While its core is a Windows desktop application, it offers web-based quote presentation and collaboration tools for client review and approval.
Pros
- Extensive integrations with 500+ CRMs, ERPs, and supplier databases for real-time pricing
- Highly customizable quote templates and automation for complex configurations
- Proven reliability in enterprise environments with strong industry adoption
Cons
- Steep learning curve and dated Windows desktop interface
- Not a fully cloud-native SaaS solution, limiting mobile accessibility
- Opaque and relatively high pricing without public tiers
Best For
Mid-to-large distributors and resellers managing complex product catalogs and needing accurate, real-time supplier pricing.
Zoho CRM
enterpriseZoho CRM includes robust online quote generation, customization, and management within its sales suite.
Interactive customer quote portals allowing buyers to self-configure products, pricing, and approvals online
Zoho CRM is a comprehensive customer relationship management platform that includes robust online quoting tools for creating, customizing, and sending professional quotes. It supports features like e-signatures, multi-currency pricing, tax calculations, and customer portals where buyers can configure options themselves. Quotes integrate seamlessly with the sales pipeline, enabling easy conversion to invoices and orders while providing analytics for deal insights.
Pros
- Seamless integration with full CRM pipeline and Zoho ecosystem
- Customizable templates, customer portals, and automation workflows
- Multi-currency, e-signatures, and advanced analytics for quotes
Cons
- Steep learning curve due to extensive CRM features
- Overkill and complex for users needing only basic quoting
- Advanced quoting capabilities require higher-tier plans
Best For
Small to mid-sized sales teams seeking integrated CRM with sophisticated online quoting and customer self-service portals.
Mojo Sells
specializedMojo Sells equips sales teams with quick quote creation, mobile access, and CRM integration tools.
Real-time financing integrations that embed lender pre-approvals directly into quotes for instant closings
Mojo Sells is a mobile-first sales quoting platform designed primarily for the solar, roofing, HVAC, and home improvement industries. It enables sales reps to generate professional quotes, proposals, and contracts on tablets or phones during in-home sales pitches. The software integrates financing options, e-signatures, and basic CRM tools to accelerate the sales cycle from lead to close.
Pros
- Industry-specific calculators and templates for solar/roofing
- Fully mobile app for on-the-spot quoting
- Integrated e-signatures and financing pre-approvals
Cons
- Limited versatility outside home services niches
- Pricing is custom and not publicly transparent
- Basic CRM lacks depth compared to dedicated tools
Best For
Sales teams in solar, roofing, or HVAC industries needing fast mobile quoting during door-to-door or in-home sales.
Conclusion
Evaluating the top 10 tools, success hinges on efficiency, customization, and user experience. PandaDoc leads as the clear winner, excelling in streamlined workflows, e-sign integration, and team collaboration. Proposify follows with exceptional customization for tailored strategies, while Qwilr stands out by converting quotes into engaging web pages, boosting conversions. Each tool offers unique strengths, ensuring a fit for teams, agencies, or freelancers.
Take your quote process to the next level—try PandaDoc today to unlock seamless creation, tracking, and e-sign capabilities that make it the ultimate choice for closing deals and impressing clients.
Tools Reviewed
All tools were independently evaluated for this comparison
Referenced in the comparison table and product reviews above.