Quick Overview
- 1#1: Proposify - Streamlines the creation of professional sales proposals with dynamic pricing tables, discounts, and e-signatures.
- 2#2: PandaDoc - Automates proposal and quote generation with customizable pricing, content libraries, and integrated electronic signatures.
- 3#3: Qwilr - Builds interactive web-based proposals featuring real-time pricing calculators and multimedia elements for higher conversion rates.
- 4#4: QuoteWerks - Provides configure-price-quote (CPQ) functionality with desktop integration for accurate, complex pricing and proposal delivery.
- 5#5: DealHub - Offers an all-in-one CPQ platform for guided selling, dynamic pricing, and seamless proposal generation across sales channels.
- 6#6: Salesforce CPQ - Delivers enterprise-grade CPQ with AI-driven pricing guidance, multi-currency support, and integration into Salesforce CRM.
- 7#7: Conga CPQ - Enables configurable pricing, quoting, and proposal automation with document generation tied to CRM systems.
- 8#8: KBMax - Visual CPQ tool that simplifies complex product configuration, pricing, and interactive proposal creation for manufacturers.
- 9#9: Experlogix CPQ - Supports rule-based pricing, product configuration, and proposal output in multiple formats for B2B sales.
- 10#10: Logik.io - Provides headless CPQ engine for advanced pricing logic, bundling, and integration into custom proposal workflows.
Tools were evaluated based on key factors including feature robustness (dynamic pricing, automation, integration), user experience, reliability, and overall value, ensuring alignment with varied business needs from small-scale to enterprise-level operations.
Comparison Table
Proposal pricing software plays a key role in streamlining sales workflows, and this comparison table explores top tools like Proposify, PandaDoc, Qwilr, QuoteWerks, DealHub, and more, outlining features, usability, and pricing to help readers find the best fit for their needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Proposify Streamlines the creation of professional sales proposals with dynamic pricing tables, discounts, and e-signatures. | specialized | 9.6/10 | 9.8/10 | 9.4/10 | 9.2/10 |
| 2 | PandaDoc Automates proposal and quote generation with customizable pricing, content libraries, and integrated electronic signatures. | specialized | 8.8/10 | 9.2/10 | 8.5/10 | 8.3/10 |
| 3 | Qwilr Builds interactive web-based proposals featuring real-time pricing calculators and multimedia elements for higher conversion rates. | specialized | 8.7/10 | 8.9/10 | 9.2/10 | 8.4/10 |
| 4 | QuoteWerks Provides configure-price-quote (CPQ) functionality with desktop integration for accurate, complex pricing and proposal delivery. | specialized | 8.4/10 | 9.2/10 | 7.1/10 | 8.0/10 |
| 5 | DealHub Offers an all-in-one CPQ platform for guided selling, dynamic pricing, and seamless proposal generation across sales channels. | enterprise | 8.5/10 | 9.2/10 | 8.0/10 | 8.1/10 |
| 6 | Salesforce CPQ Delivers enterprise-grade CPQ with AI-driven pricing guidance, multi-currency support, and integration into Salesforce CRM. | enterprise | 8.6/10 | 9.4/10 | 7.2/10 | 8.1/10 |
| 7 | Conga CPQ Enables configurable pricing, quoting, and proposal automation with document generation tied to CRM systems. | enterprise | 8.4/10 | 9.0/10 | 7.8/10 | 8.2/10 |
| 8 | KBMax Visual CPQ tool that simplifies complex product configuration, pricing, and interactive proposal creation for manufacturers. | specialized | 8.2/10 | 8.7/10 | 8.0/10 | 7.6/10 |
| 9 | Experlogix CPQ Supports rule-based pricing, product configuration, and proposal output in multiple formats for B2B sales. | enterprise | 8.2/10 | 9.1/10 | 7.4/10 | 8.0/10 |
| 10 | Logik.io Provides headless CPQ engine for advanced pricing logic, bundling, and integration into custom proposal workflows. | enterprise | 7.9/10 | 8.2/10 | 8.7/10 | 7.4/10 |
Streamlines the creation of professional sales proposals with dynamic pricing tables, discounts, and e-signatures.
Automates proposal and quote generation with customizable pricing, content libraries, and integrated electronic signatures.
Builds interactive web-based proposals featuring real-time pricing calculators and multimedia elements for higher conversion rates.
Provides configure-price-quote (CPQ) functionality with desktop integration for accurate, complex pricing and proposal delivery.
Offers an all-in-one CPQ platform for guided selling, dynamic pricing, and seamless proposal generation across sales channels.
Delivers enterprise-grade CPQ with AI-driven pricing guidance, multi-currency support, and integration into Salesforce CRM.
Enables configurable pricing, quoting, and proposal automation with document generation tied to CRM systems.
Visual CPQ tool that simplifies complex product configuration, pricing, and interactive proposal creation for manufacturers.
Supports rule-based pricing, product configuration, and proposal output in multiple formats for B2B sales.
Provides headless CPQ engine for advanced pricing logic, bundling, and integration into custom proposal workflows.
Proposify
specializedStreamlines the creation of professional sales proposals with dynamic pricing tables, discounts, and e-signatures.
Interactive pricing tables that let clients self-configure options, view live totals, and accept line-item changes for faster deal closures.
Proposify is a comprehensive proposal software designed to help sales teams create professional, interactive proposals with dynamic pricing tables, e-signatures, and real-time analytics. It excels in proposal pricing by offering configurable pricing modules, discount rules, upsells, and formulas for accurate quoting. The platform streamlines the entire sales cycle from creation to signed contracts, with seamless integrations to CRMs like Salesforce and HubSpot.
Pros
- Highly customizable drag-and-drop builder for stunning proposals
- Advanced pricing tables with real-time calculations, upsells, and discounts
- Detailed analytics on proposal views, engagement, and win rates
Cons
- Higher pricing tiers can be costly for large teams
- Steep initial learning curve for complex pricing formulas
- Limited customization in lower plans
Best For
Sales and marketing teams in agencies or B2B companies needing interactive, trackable proposals with sophisticated pricing capabilities.
Pricing
Starts at $19/user/month (Essentials, annual billing) up to $99/user/month (Premium); Enterprise custom pricing; 14-day free trial.
PandaDoc
specializedAutomates proposal and quote generation with customizable pricing, content libraries, and integrated electronic signatures.
Interactive pricing tables with live calculations, conditional logic, and built-in approval workflows
PandaDoc is a comprehensive document automation platform that specializes in creating, managing, and tracking professional proposals, quotes, and contracts with integrated pricing capabilities. It offers dynamic pricing tables, customizable templates, e-signatures, and analytics to monitor document performance and buyer engagement. The software streamlines the sales process by enabling real-time edits, approvals, and payments directly within proposals.
Pros
- Dynamic pricing tables with formulas, discounts, and approvals
- Integrated e-signatures and payment collections
- Robust analytics for tracking proposal views and engagement
Cons
- Higher pricing tiers required for advanced features
- Steeper learning curve for complex customizations
- Limited free plan with basic functionality only
Best For
Sales teams and mid-sized businesses needing professional, trackable proposals with configurable pricing and workflows.
Pricing
Starts at $19/user/month (Essentials), $49/user/month (Business), $59/user/month (Enterprise); annual discounts available, 14-day free trial.
Qwilr
specializedBuilds interactive web-based proposals featuring real-time pricing calculators and multimedia elements for higher conversion rates.
Interactive, website-like proposals with parallax scrolling, videos, and dynamic pricing tables that boost engagement and conversion rates.
Qwilr is a proposal software platform designed to create interactive, web-based proposals, quotes, and sales presentations that go beyond static PDFs. It features drag-and-drop page builders, dynamic pricing tables, embedded videos, and forms to engage prospects and accelerate deal closures. The tool integrates with CRMs like Salesforce and HubSpot, providing real-time analytics on viewer engagement and e-signatures for seamless approvals.
Pros
- Stunning interactive proposals with rich media and animations
- Real-time analytics and engagement tracking
- Seamless CRM integrations and e-signature capabilities
Cons
- Limited advanced CPQ automation compared to dedicated pricing tools
- Per-user pricing can add up for larger teams
- Customization options may require design skills for complex layouts
Best For
Sales and marketing teams in agencies or consultancies seeking visually compelling proposals to impress clients and track engagement.
Pricing
Starts at $35/user/month (Essentials), $59/user/month (Professional), $119/user/month (Elite); annual billing discounts available, with custom Enterprise plans.
QuoteWerks
specializedProvides configure-price-quote (CPQ) functionality with desktop integration for accurate, complex pricing and proposal delivery.
Automated vendor price file integration for real-time, accurate pricing from manufacturers
QuoteWerks is a robust CPQ (Configure, Price, Quote) software tailored for sales teams in distribution, AV, IT, and security industries to streamline proposal creation and pricing. It excels in managing complex product catalogs, applying dynamic pricing rules, and generating professional quotes with customizable templates. The platform supports both desktop and cloud deployments, integrating deeply with CRMs like Salesforce and accounting tools like QuickBooks.
Pros
- Extensive integrations with 150+ vendors for automated price file updates
- Powerful configuration engine for complex products and bundles
- Highly customizable templates and reporting for professional proposals
Cons
- Steep learning curve due to feature-rich desktop interface
- Pricing is quote-based and not transparent
- Cloud version has fewer features than the desktop edition
Best For
Distributors and resellers in tech/AV/security sectors needing advanced pricing automation and vendor catalog management.
Pricing
Quote-based subscription starting around $800/user/year for cloud edition; desktop offers perpetual licenses with annual maintenance (~20% of license cost).
DealHub
enterpriseOffers an all-in-one CPQ platform for guided selling, dynamic pricing, and seamless proposal generation across sales channels.
Guided Deal Motions for interactive, personalized buyer journeys that dynamically adjust pricing and proposals in real-time
DealHub is a robust CPQ (Configure, Price, Quote) and revenue orchestration platform designed to streamline proposal generation, dynamic pricing, and deal closure for sales teams. It enables guided selling experiences, automates complex configurations, and integrates deeply with CRMs like Salesforce to ensure accurate quotes and proposals. The platform also includes e-signatures, contract management, and analytics to optimize the entire revenue process.
Pros
- Powerful CPQ engine handles complex pricing and configurations
- Seamless CRM integrations and guided selling improve efficiency
- Built-in e-signing and analytics boost deal velocity
Cons
- Steep setup and admin learning curve
- Higher pricing suits enterprises over SMBs
- Limited out-of-box customizations for niche needs
Best For
Mid-market to enterprise sales teams managing complex B2B deals with dynamic pricing requirements.
Pricing
Custom quote-based pricing, typically starting at $75/user/month for basic plans, scaling to $150+/user/month for enterprise features.
Salesforce CPQ
enterpriseDelivers enterprise-grade CPQ with AI-driven pricing guidance, multi-currency support, and integration into Salesforce CRM.
Native Salesforce CRM integration with AI-driven pricing guidance and real-time quote optimization
Salesforce CPQ (Configure, Price, Quote) is a robust solution deeply integrated with Salesforce CRM, designed to streamline the creation of accurate quotes for complex products and services. It automates product configuration, dynamic pricing rules, discounts, approvals, and contract generation, reducing errors and accelerating sales cycles. Ideal for enterprises, it supports guided selling, multi-currency pricing, and analytics to optimize deal profitability.
Pros
- Seamless native integration with Salesforce CRM for unified data and workflows
- Advanced pricing engine handling complex rules, bundles, and real-time calculations
- Scalable automation for quotes, approvals, and amendments with analytics insights
Cons
- Steep learning curve and complex setup requiring technical expertise
- High implementation costs and long deployment timelines
- Expensive for smaller businesses or those not already on Salesforce ecosystem
Best For
Large enterprises with intricate product catalogs, Salesforce CRM usage, and high-volume quoting needs.
Pricing
Custom enterprise pricing, typically $75-$150+ per user/month (billed annually), plus implementation fees.
Conga CPQ
enterpriseEnables configurable pricing, quoting, and proposal automation with document generation tied to CRM systems.
Revenue Lifecycle Management that unifies CPQ, quoting, contracts, and payments in a single platform
Conga CPQ is a robust configure-price-quote platform designed to streamline the creation of accurate proposals with complex product configurations and dynamic pricing rules. Deeply integrated with Salesforce, it supports guided selling, real-time pricing calculations, and automated quote generation. It excels in enterprise environments by combining CPQ with document lifecycle management for end-to-end revenue processes.
Pros
- Seamless native integration with Salesforce CRM
- Advanced pricing optimization and configuration rules
- Built-in document generation and contract management
Cons
- Steep learning curve for setup and customization
- Primarily optimized for Salesforce ecosystems
- Higher pricing tier for smaller teams
Best For
Enterprise sales teams using Salesforce that manage complex, configurable products and need integrated proposal-to-contract workflows.
Pricing
Quote-based enterprise pricing, typically starting at $75 per user per month, scaling with features, volume, and customizations.
KBMax
specializedVisual CPQ tool that simplifies complex product configuration, pricing, and interactive proposal creation for manufacturers.
Interactive 3D product configurator embedded in quotes for immersive buyer experiences
KBMax is a no-code CPQ (Configure, Price, Quote) platform designed for manufacturing and distribution businesses to handle complex product configurations, dynamic pricing, and professional proposal generation. It features a visual drag-and-drop builder for rules, real-time pricing calculations, and seamless Salesforce integration for streamlined quoting workflows. The software excels in embedding interactive 3D product visualizations directly into quotes, enhancing buyer engagement.
Pros
- Visual no-code builder simplifies complex product rules and pricing logic
- Deep Salesforce integration for native CRM workflows
- Interactive 3D visualizations in quotes improve sales conversion
Cons
- Pricing is custom and enterprise-focused, potentially high for SMBs
- Optimal performance requires Salesforce ecosystem
- Steeper initial setup for highly customized rules
Best For
Sales teams in manufacturing or distribution using Salesforce who configure complex, customizable products.
Pricing
Custom quote-based pricing; typically starts at $75/user/month for basic plans, scaling to enterprise levels with add-ons.
Experlogix CPQ
enterpriseSupports rule-based pricing, product configuration, and proposal output in multiple formats for B2B sales.
Advanced multi-dimensional rules engine for handling conditional pricing, bundling, and approvals in real-time
Experlogix CPQ is a comprehensive configure-price-quote (CPQ) platform designed to streamline the creation of accurate proposals for complex products and services. It features a robust rules engine for product configuration, dynamic pricing calculations, and automated quote generation, integrating seamlessly with CRM systems like Salesforce and ERP platforms. This solution excels in handling intricate pricing scenarios, reducing errors, and accelerating sales cycles for B2B environments.
Pros
- Powerful rules-based configuration for complex products
- Strong integrations with Salesforce, Dynamics, and ERP systems
- High accuracy in dynamic pricing and quote generation
Cons
- Steep learning curve and complex initial setup
- Pricing is opaque and quote-based, often expensive for SMBs
- Limited self-service reporting and analytics tools
Best For
Mid-to-large enterprises in manufacturing, distribution, or high-tech industries requiring precise pricing for configurable products in proposals.
Pricing
Custom quote-based pricing; typically starts at $50-$100/user/month for basic plans, scaling with users, complexity, and integrations.
Logik.io
enterpriseProvides headless CPQ engine for advanced pricing logic, bundling, and integration into custom proposal workflows.
Visual no-code Logic Studio for building complex, dynamic pricing rules and configurations effortlessly
Logik.io is a no-code CPQ (Configure, Price, Quote) platform designed to streamline proposal generation and pricing for B2B sales teams. It allows users to build complex pricing rules, product configurations, and guided selling experiences visually without programming. The software integrates natively with Salesforce, enabling accurate, dynamic quotes and proposals to accelerate sales cycles.
Pros
- Intuitive no-code visual builder for pricing logic
- Seamless native integration with Salesforce
- Quick deployment and setup times
Cons
- Pricing model lacks transparency (contact sales required)
- Limited standalone capabilities outside Salesforce ecosystem
- Fewer advanced analytics compared to enterprise competitors
Best For
Mid-market B2B sales teams heavily invested in Salesforce seeking fast, code-free CPQ implementation.
Pricing
Custom enterprise pricing; typically starts at $50-100 per user/month depending on scale, with quotes available upon request.
Conclusion
Among the reviewed tools, Proposify emerges as the top choice, excelling in streamlining proposal creation with dynamic pricing and e-signatures. PandaDoc and Qwilr follow closely, offering strong alternatives—PandaDoc for automated, customizable workflows and Qwilr for interactive, multimedia-driven proposals. Each tool addresses key sales needs, but Proposify stands out for its comprehensive feature set that balances efficiency and user-friendliness.
Take the next step in enhancing your sales process: explore Proposify to experience effortless, professional proposal creation and pricing that drives better results.
Tools Reviewed
All tools were independently evaluated for this comparison
Referenced in the comparison table and product reviews above.
