Quick Overview
- 1#1: PandaDoc - Creates interactive online quotes and proposals with e-signatures, payments, and analytics to accelerate sales cycles.
- 2#2: Proposify - Automates professional sales quotes and proposals with templates, real-time tracking, and electronic signatures.
- 3#3: Salesforce CPQ - Enterprise CPQ platform for accurate configuration, pricing, and quoting of complex products integrated with CRM.
- 4#4: HubSpot Sales Hub - CRM-based quoting tool that generates customizable quotes, tracks deals, and integrates with marketing and service hubs.
- 5#5: Zoho CRM - Affordable CRM with built-in quoting module for creating, sending, and converting quotes to sales orders.
- 6#6: Qwilr - Builds stunning interactive quote pages that embed videos, integrations, and payment options for higher conversions.
- 7#7: DealHub - CPQ solution that unifies quoting, contracting, and fulfillment to speed up B2B sales processes.
- 8#8: Conga CPQ - AI-driven CPQ for guided selling, dynamic pricing, and document generation across revenue operations.
- 9#9: QuoteWerks - Robust quoting software with catalog integration, pricing automation, and web-based delivery options.
- 10#10: Better Proposals - Simple proposal and quoting tool with templates, payments, and signatures designed for freelancers and agencies.
Tools were chosen and ranked based on key factors including feature depth (automation, customization, integration), usability, reliability, and overall value, ensuring they deliver practical, high-impact solutions for businesses and teams of all scales.
Comparison Table
Explore a breakdown of leading online sales quoting software tools, including PandaDoc, Proposify, Salesforce CPQ, HubSpot Sales Hub, and Zoho CRM, to identify key features, usability, integration capabilities, and pricing models. This table equips you with the insights needed to select the right solution for streamlining quote creation and boosting sales efficiency.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | PandaDoc Creates interactive online quotes and proposals with e-signatures, payments, and analytics to accelerate sales cycles. | specialized | 9.5/10 | 9.8/10 | 9.2/10 | 8.9/10 |
| 2 | Proposify Automates professional sales quotes and proposals with templates, real-time tracking, and electronic signatures. | specialized | 8.7/10 | 9.2/10 | 8.5/10 | 8.0/10 |
| 3 | Salesforce CPQ Enterprise CPQ platform for accurate configuration, pricing, and quoting of complex products integrated with CRM. | enterprise | 9.1/10 | 9.6/10 | 7.7/10 | 8.4/10 |
| 4 | HubSpot Sales Hub CRM-based quoting tool that generates customizable quotes, tracks deals, and integrates with marketing and service hubs. | specialized | 8.6/10 | 8.4/10 | 9.1/10 | 8.2/10 |
| 5 | Zoho CRM Affordable CRM with built-in quoting module for creating, sending, and converting quotes to sales orders. | specialized | 8.1/10 | 8.4/10 | 7.9/10 | 8.2/10 |
| 6 | Qwilr Builds stunning interactive quote pages that embed videos, integrations, and payment options for higher conversions. | specialized | 8.6/10 | 9.2/10 | 8.4/10 | 8.0/10 |
| 7 | DealHub CPQ solution that unifies quoting, contracting, and fulfillment to speed up B2B sales processes. | enterprise | 8.4/10 | 9.1/10 | 8.0/10 | 7.8/10 |
| 8 | Conga CPQ AI-driven CPQ for guided selling, dynamic pricing, and document generation across revenue operations. | enterprise | 8.6/10 | 9.4/10 | 7.9/10 | 8.1/10 |
| 9 | QuoteWerks Robust quoting software with catalog integration, pricing automation, and web-based delivery options. | specialized | 8.1/10 | 9.4/10 | 6.7/10 | 7.6/10 |
| 10 | Better Proposals Simple proposal and quoting tool with templates, payments, and signatures designed for freelancers and agencies. | specialized | 8.2/10 | 8.5/10 | 9.2/10 | 7.8/10 |
Creates interactive online quotes and proposals with e-signatures, payments, and analytics to accelerate sales cycles.
Automates professional sales quotes and proposals with templates, real-time tracking, and electronic signatures.
Enterprise CPQ platform for accurate configuration, pricing, and quoting of complex products integrated with CRM.
CRM-based quoting tool that generates customizable quotes, tracks deals, and integrates with marketing and service hubs.
Affordable CRM with built-in quoting module for creating, sending, and converting quotes to sales orders.
Builds stunning interactive quote pages that embed videos, integrations, and payment options for higher conversions.
CPQ solution that unifies quoting, contracting, and fulfillment to speed up B2B sales processes.
AI-driven CPQ for guided selling, dynamic pricing, and document generation across revenue operations.
Robust quoting software with catalog integration, pricing automation, and web-based delivery options.
Simple proposal and quoting tool with templates, payments, and signatures designed for freelancers and agencies.
PandaDoc
specializedCreates interactive online quotes and proposals with e-signatures, payments, and analytics to accelerate sales cycles.
Dynamic content tokens that auto-populate personalized data from CRM systems into quotes
PandaDoc is a premier online sales quoting software that empowers sales teams to create professional, customizable quotes, proposals, and contracts using drag-and-drop templates and dynamic content blocks. It streamlines the sales process with real-time tracking, electronic signatures, and integrated payment collection, allowing teams to send, negotiate, and close deals faster. With robust CRM integrations like Salesforce and HubSpot, it pulls in customer data for personalized documents, making it ideal for B2B sales environments.
Pros
- Extensive template library and drag-and-drop editor for quick quote creation
- Seamless CRM integrations and real-time analytics for tracking engagement
- Built-in eSignatures and payment processing to accelerate deal closure
Cons
- Higher pricing tiers can be expensive for small teams
- Steeper learning curve for advanced customization features
- Limited offline functionality and mobile editing capabilities
Best For
Mid-sized to enterprise sales teams needing automated, trackable quotes with e-signing and CRM sync.
Pricing
Essentials at $19/user/month (billed annually), Business at $49/user/month, Enterprise custom; 14-day free trial available.
Proposify
specializedAutomates professional sales quotes and proposals with templates, real-time tracking, and electronic signatures.
Interactive pricing tables that allow prospects to adjust quantities, see live updates, and approve quotes without back-and-forth
Proposify is a comprehensive online sales quoting and proposal software that empowers sales teams to create, send, and track professional proposals with embedded pricing tables and e-signatures. It streamlines the quoting process by allowing real-time customization, client interaction tracking, and seamless integrations with CRMs like Salesforce and HubSpot. Ideal for B2B sales, it boosts close rates through detailed analytics on proposal views and engagement.
Pros
- Stunning, customizable templates and interactive pricing tables
- Real-time tracking and analytics for proposal engagement
- Built-in e-signatures and payment integrations for faster closes
Cons
- Pricing escalates quickly for advanced features and teams
- Steeper learning curve for complex customizations
- Limited free tier; full functionality requires paid plans
Best For
Sales teams in agencies, consulting firms, and B2B services needing polished, trackable proposals to accelerate deal cycles.
Pricing
Starts at $49/user/month (Essentials), $69/user/month (Premium), $99/user/month (Ultimate); annual billing offers discounts, 14-day free trial.
Salesforce CPQ
enterpriseEnterprise CPQ platform for accurate configuration, pricing, and quoting of complex products integrated with CRM.
Dynamic, rules-based pricing engine with real-time accuracy across currencies and discounts
Salesforce CPQ is a powerful configure-price-quote (CPQ) solution embedded in the Salesforce CRM platform, designed to streamline the sales quoting process for complex products and services. It enables sales reps to configure bundles accurately, apply dynamic pricing rules, discounts, and approvals, while generating professional quotes and contracts. Integrated AI features like Einstein enhance accuracy and speed, making it ideal for enterprise-scale operations with multi-currency and global support.
Pros
- Seamless integration with Salesforce CRM for unified data and workflows
- Advanced configuration engine handling complex bundles and rules
- AI-driven pricing optimization and guided selling
Cons
- Steep learning curve and complex initial setup
- High cost, especially for smaller teams
- Overkill for simple quoting needs
Best For
Enterprise sales teams managing complex, configurable products within the Salesforce ecosystem.
Pricing
Starts at ~$75/user/month as an add-on to Salesforce Sales Cloud (which starts at $25/user/month); enterprise pricing is custom and scales with users/features.
HubSpot Sales Hub
specializedCRM-based quoting tool that generates customizable quotes, tracks deals, and integrates with marketing and service hubs.
Seamless e-signatures and one-click payments embedded directly in quotes
HubSpot Sales Hub is a robust sales CRM platform that includes powerful online quoting tools, allowing users to create customizable quotes, proposals, and payment links directly from deal records. It enables seamless sending of quotes via email, tracking of opens and views, and integration with e-signatures for quick approvals. The software ties quoting tightly to CRM data, pipelines, and automation, making it ideal for sales teams managing end-to-end processes.
Pros
- Deep integration with CRM for personalized quotes tied to customer data
- Built-in quote templates, e-signatures, and payment collection
- Real-time tracking of quote engagement and performance analytics
Cons
- Advanced CPQ capabilities require Professional or Enterprise tiers
- Can feel bloated for teams needing only basic quoting
- Customization options may involve a learning curve for complex setups
Best For
Sales teams using HubSpot CRM who want integrated quoting, tracking, and payment features without switching tools.
Pricing
Free limited version; Starter at $20/user/month, Professional at $90/user/month, Enterprise at $150/user/month (billed annually); core quoting in Professional+.
Zoho CRM
specializedAffordable CRM with built-in quoting module for creating, sending, and converting quotes to sales orders.
Zia AI-powered insights for quote optimization, discount recommendations, and sales forecasting
Zoho CRM is a comprehensive customer relationship management platform with robust built-in sales quoting tools, enabling users to generate, customize, and share professional quotes online via email or customer portals. It supports quote automation, approvals, multi-currency handling, and seamless conversion to sales orders and invoices. Ideal for sales teams, it integrates quoting with lead management, pipelines, and analytics for a full sales cycle view.
Pros
- Integrated CRM with advanced quoting, automation, and e-signature support
- Customizable templates, product catalogs, and multi-currency/tax compliance
- Scalable pricing with seamless Zoho ecosystem integrations for invoicing and inventory
Cons
- Steep learning curve due to extensive CRM features beyond quoting
- Advanced quoting automations and analytics require higher-tier plans
- Customization can be complex for non-technical users
Best For
Small to medium businesses seeking an all-in-one CRM with strong online sales quoting capabilities.
Pricing
Free for up to 3 users; paid plans start at $14/user/month (Standard) billed annually, up to $52/user/month (Ultimate).
Qwilr
specializedBuilds stunning interactive quote pages that embed videos, integrations, and payment options for higher conversions.
Interactive web-page proposals with dynamic content blocks and real-time engagement tracking
Qwilr is an online sales quoting software that enables users to create interactive, web-page-style proposals and quotes with embedded videos, pricing tables, forms, and multimedia. It streamlines the sales process by allowing real-time tracking of prospect engagement, e-signatures, and integrated payments. Ideal for B2B sales teams, it replaces static PDFs with dynamic documents that boost conversion rates through personalized branding and analytics.
Pros
- Visually stunning, mobile-responsive quote pages that increase engagement
- Comprehensive analytics for tracking views, time spent, and interactions
- Strong integrations with CRMs like Salesforce, HubSpot, and payment gateways
Cons
- Pricing can be steep for small teams or solopreneurs
- Steeper learning curve for advanced customizations
- Limited built-in quoting logic compared to dedicated CPQ tools
Best For
B2B sales and marketing teams in agencies or services needing interactive proposals to impress clients and close deals faster.
Pricing
Starts at $35/user/month (Core plan, billed annually) up to $99/user/month (Elite); custom Enterprise pricing available; 14-day free trial.
DealHub
enterpriseCPQ solution that unifies quoting, contracting, and fulfillment to speed up B2B sales processes.
DealRooms: Interactive, secure portals that transform static quotes into dynamic, collaborative spaces for buyer negotiations and approvals.
DealHub is a comprehensive CPQ (Configure, Price, Quote) platform designed to streamline sales quoting, proposals, and contract management for B2B teams. It enables guided buying experiences with real-time pricing accuracy, dynamic document generation, and seamless CRM integrations like Salesforce and HubSpot. The platform also features DealRooms for collaborative buyer-seller interactions, accelerating deal velocity from quote to close.
Pros
- Robust CPQ engine with guided selling and multi-currency support
- DealRooms for interactive buyer portals and real-time collaboration
- Deep integrations with CRMs and e-signature tools like DocuSign
Cons
- Enterprise pricing can be prohibitive for small teams
- Initial setup and configuration require significant customization time
- Limited out-of-the-box templates compared to some competitors
Best For
Mid-market to enterprise B2B sales teams handling complex product catalogs and needing buyer self-service quoting.
Pricing
Custom quote-based pricing; typically starts at $75/user/month for Essentials, scaling to Enterprise plans with advanced features (annual commitment required).
Conga CPQ
enterpriseAI-driven CPQ for guided selling, dynamic pricing, and document generation across revenue operations.
Integrated Conga Composer for generating fully customized quotes, proposals, and contracts from CPQ data in one workflow
Conga CPQ is a powerful Salesforce-native Configure, Price, Quote (CPQ) platform that automates the creation of accurate quotes for complex products and services. It supports dynamic pricing rules, product configuration, approvals workflows, and seamless integration with contract lifecycle management via Conga tools. Ideal for enterprises, it reduces sales cycle times by enabling guided selling and error-free quoting directly within Salesforce.
Pros
- Seamless native integration with Salesforce CRM
- Advanced product configuration and dynamic pricing engines
- End-to-end automation including quoting, approvals, and document generation
Cons
- Steep learning curve and complex initial setup
- High pricing unsuitable for small businesses
- Limited flexibility outside of Salesforce ecosystem
Best For
Enterprises with Salesforce and complex B2B sales processes needing robust CPQ and contract automation.
Pricing
Custom enterprise pricing, typically starting at $75/user/month with quote-based tiers depending on features and volume.
QuoteWerks
specializedRobust quoting software with catalog integration, pricing automation, and web-based delivery options.
Industry-leading integrated pricing databases from 12,000+ suppliers for automated, accurate quoting without manual lookups
QuoteWerks is a robust quoting and proposal software primarily designed for distributors, resellers, and manufacturers in industries like IT, AV, and security. It provides access to real-time pricing and inventory from thousands of vendors through integrated databases, enabling fast creation of accurate, customizable quotes. While its core is a desktop application, it supports web delivery via QuoteWerks Web and mobile access, making it suitable for B2B sales quoting with CRM/ERP integrations.
Pros
- Vast integrated vendor catalogs with real-time pricing and availability
- Highly customizable quote templates and configuration tools for complex products
- Seamless integrations with CRMs like Salesforce and ERPs like QuickBooks
Cons
- Steep learning curve due to dense interface and extensive features
- Primarily desktop-based (Windows-only), limiting true 'online' accessibility
- Perpetual licensing can be costly upfront for small teams
Best For
B2B distributors and resellers handling complex, vendor-sourced quotes who need deep integrations over simplicity.
Pricing
Perpetual license starts at ~$1,095 per user + annual maintenance (~20%); subscription options available from $50-100/user/month.
Better Proposals
specializedSimple proposal and quoting tool with templates, payments, and signatures designed for freelancers and agencies.
Interactive proposals that allow clients to sign and pay in one seamless flow without downloading or switching apps
Better Proposals is a specialized online platform for creating stunning, interactive sales proposals and quotes that streamline the sales process. It features a drag-and-drop builder with customizable templates, e-signatures, and integrated payment gateways like Stripe and PayPal, enabling clients to review, approve, sign, and pay directly from the proposal. The tool provides real-time analytics to track client engagement, helping sales teams optimize conversions. It's particularly effective for visual, client-facing quoting in service-based businesses.
Pros
- Intuitive drag-and-drop builder with professional templates
- Seamless e-sign and payment integrations for faster closes
- Detailed proposal analytics and tracking
Cons
- Limited proposals (10/month) on entry-level plan
- Fewer advanced CRM integrations compared to enterprise tools
- Pricing scales quickly for high-volume users
Best For
Freelancers, agencies, and small sales teams needing visually appealing, conversion-focused quotes without complex setup.
Pricing
Starts at $19/month (Lite, 10 proposals/mo), $49/month (Pro, unlimited), up to $99/month (Business, advanced teams); annual discounts available.
Conclusion
The reviewed tools provide diverse solutions for simplifying sales quoting, with PandaDoc leading as the top choice, boasting interactive quotes, e-signatures, payments, and analytics that streamline sales cycles. Proposify follows with strong automation and real-time tracking capabilities, while Salesforce CPQ remains a standout for enterprise needs, excelling in complex product configuration and CRM integration. Each tool caters to distinct user bases, ensuring there’s a suited option for nearly every sales scenario.
Ready to enhance your sales process? Start with PandaDoc to create professional, fast quotes and close deals more effectively—your team and revenue will benefit greatly.
Tools Reviewed
All tools were independently evaluated for this comparison