Quick Overview
- 1#1: PandaDoc - Automates creation, tracking, and e-signing of professional quotes and proposals to accelerate sales cycles.
- 2#2: Proposify - Streamlines proposal and quote generation with templates, analytics, and electronic signatures for faster deal closures.
- 3#3: Qwilr - Creates interactive, web-based quotes and proposals that engage prospects and integrate with CRM tools.
- 4#4: QuoteWerks - Powerful configure-price-quote software for distributors with product catalog integration and automation.
- 5#5: Better Proposals - Generates mobile-friendly proposals and quotes with payment collection, signatures, and CRM sync.
- 6#6: Nusii - Proposal software tailored for agencies with reusable templates, client collaboration, and analytics.
- 7#7: Salesforce CPQ - Enterprise-grade configure-price-quote solution for complex sales with guided selling and pricing rules.
- 8#8: Conga CPQ - Comprehensive CPQ platform that automates quoting, contracting, and revenue operations for B2B sales.
- 9#9: Jobber - Field service software with quoting, scheduling, invoicing, and client management for home services.
- 10#10: Housecall Pro - All-in-one platform for home service pros including instant quotes, dispatching, and payments.
We ranked tools based on features (automation, integrations, customization), ease of use, and value, prioritizing those that deliver robust functionality while adapting to diverse business needs, from small teams to large enterprises.
Comparison Table
Quotation software streamlines quote creation, sending, and management, essential for efficient business deal closure. This comparison table features top tools like PandaDoc, Proposify, Qwilr, QuoteWerks, Better Proposals, and more, equipping readers to assess key features and find the best fit for their needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | PandaDoc Automates creation, tracking, and e-signing of professional quotes and proposals to accelerate sales cycles. | specialized | 9.3/10 | 9.6/10 | 8.7/10 | 8.9/10 |
| 2 | Proposify Streamlines proposal and quote generation with templates, analytics, and electronic signatures for faster deal closures. | specialized | 9.1/10 | 9.4/10 | 8.8/10 | 8.5/10 |
| 3 | Qwilr Creates interactive, web-based quotes and proposals that engage prospects and integrate with CRM tools. | specialized | 8.6/10 | 9.2/10 | 8.4/10 | 8.0/10 |
| 4 | QuoteWerks Powerful configure-price-quote software for distributors with product catalog integration and automation. | specialized | 8.5/10 | 9.2/10 | 7.6/10 | 8.1/10 |
| 5 | Better Proposals Generates mobile-friendly proposals and quotes with payment collection, signatures, and CRM sync. | specialized | 8.6/10 | 8.5/10 | 9.3/10 | 8.2/10 |
| 6 | Nusii Proposal software tailored for agencies with reusable templates, client collaboration, and analytics. | specialized | 8.7/10 | 8.8/10 | 9.3/10 | 8.1/10 |
| 7 | Salesforce CPQ Enterprise-grade configure-price-quote solution for complex sales with guided selling and pricing rules. | enterprise | 8.7/10 | 9.4/10 | 7.2/10 | 8.1/10 |
| 8 | Conga CPQ Comprehensive CPQ platform that automates quoting, contracting, and revenue operations for B2B sales. | enterprise | 8.4/10 | 9.2/10 | 7.6/10 | 8.0/10 |
| 9 | Jobber Field service software with quoting, scheduling, invoicing, and client management for home services. | other | 8.4/10 | 8.7/10 | 9.0/10 | 7.8/10 |
| 10 | Housecall Pro All-in-one platform for home service pros including instant quotes, dispatching, and payments. | other | 8.1/10 | 8.4/10 | 8.2/10 | 7.8/10 |
Automates creation, tracking, and e-signing of professional quotes and proposals to accelerate sales cycles.
Streamlines proposal and quote generation with templates, analytics, and electronic signatures for faster deal closures.
Creates interactive, web-based quotes and proposals that engage prospects and integrate with CRM tools.
Powerful configure-price-quote software for distributors with product catalog integration and automation.
Generates mobile-friendly proposals and quotes with payment collection, signatures, and CRM sync.
Proposal software tailored for agencies with reusable templates, client collaboration, and analytics.
Enterprise-grade configure-price-quote solution for complex sales with guided selling and pricing rules.
Comprehensive CPQ platform that automates quoting, contracting, and revenue operations for B2B sales.
Field service software with quoting, scheduling, invoicing, and client management for home services.
All-in-one platform for home service pros including instant quotes, dispatching, and payments.
PandaDoc
specializedAutomates creation, tracking, and e-signing of professional quotes and proposals to accelerate sales cycles.
Dynamic pricing tables that support formulas, approvals, and multi-currency for complex quotes
PandaDoc is a comprehensive document automation platform specializing in creating, sending, tracking, and e-signing professional quotes, proposals, and contracts. It excels in quotation software by offering dynamic pricing tables, customizable templates, and real-time analytics to monitor document engagement. Ideal for sales teams, it integrates seamlessly with CRMs like Salesforce and HubSpot, automating the entire quoting process from creation to close.
Pros
- Dynamic pricing tables with automatic calculations and discounts
- Real-time tracking, notifications, and detailed analytics on quote performance
- Seamless eSignature and CRM integrations for streamlined workflows
Cons
- Higher pricing for advanced features may not suit very small teams
- Steeper learning curve for complex customizations
- Occasional performance lags with very large documents
Best For
Sales and marketing teams in mid-sized to enterprise businesses needing professional, trackable quotes with automation.
Pricing
Starts at $19/user/month (Essentials, billed annually) up to $49/user/month (Business); Enterprise custom pricing.
Proposify
specializedStreamlines proposal and quote generation with templates, analytics, and electronic signatures for faster deal closures.
Real-time analytics dashboard showing pixel-perfect tracking of how prospects view and interact with quotes
Proposify is a comprehensive proposal and quotation software that empowers sales teams to create, send, and track professional proposals and quotes with ease. It features a drag-and-drop builder for customizable templates, real-time analytics on client interactions, e-signatures, and integrated payment processing via Stripe and PayPal. Designed to accelerate deal closures, it integrates seamlessly with CRMs like Salesforce, HubSpot, and Google Workspace, making it a robust tool for B2B sales processes.
Pros
- Intuitive drag-and-drop builder for quick, professional quotes
- Detailed real-time analytics and notifications on prospect engagement
- Built-in e-signatures and payment collection to streamline closing deals
Cons
- Pricing can be steep for solo users or very small teams
- Advanced customization requires higher-tier plans
- Mobile editing capabilities are somewhat limited compared to desktop
Best For
Sales teams and agencies creating interactive proposals and quotes that require tracking, e-signing, and payments.
Pricing
Starts at $49/user/month (Essentials, billed annually) up to $69/user/month (Business); Enterprise is custom.
Qwilr
specializedCreates interactive, web-based quotes and proposals that engage prospects and integrate with CRM tools.
Smart Page Builder that creates fully interactive, responsive proposal pages with embedded videos, forms, and dynamic pricing tables
Qwilr is a powerful proposal and quotation software that transforms traditional static quotes into interactive, web-based pages resembling modern landing pages. Users can embed multimedia, integrate with CRMs like Salesforce and HubSpot, and include e-signatures and payment gateways for seamless client conversions. It provides detailed analytics on viewer engagement, helping sales teams optimize their pitches. Ranked #3, it's excels in visual appeal but may require more setup for simple quoting needs.
Pros
- Highly customizable interactive proposals with drag-and-drop builder
- Robust analytics tracking client interactions in real-time
- Seamless integrations with CRMs, payments, and e-signatures
Cons
- Higher pricing may not suit small businesses or simple quoting
- Steeper learning curve for advanced customizations
- Limited native mobile editing capabilities
Best For
Sales and marketing teams in agencies or B2B services needing engaging, multimedia-rich quotes to close deals faster.
Pricing
Starts at $35/user/month (Essential, billed annually); Pro at $59/user/month; Enterprise custom pricing.
QuoteWerks
specializedPowerful configure-price-quote software for distributors with product catalog integration and automation.
Automated price file imports from thousands of vendors for dynamic, accurate line-item pricing
QuoteWerks is a robust CPQ (Configure, Price, Quote) software tailored for sales teams in complex industries like IT, AV, telecom, and distribution. It automates quote creation with dynamic pricing rules, product configurations, and customizable templates. The platform integrates seamlessly with CRMs (e.g., Salesforce), ERPs, and supplier price lists for accurate, real-time quoting.
Pros
- Extensive integrations with CRMs, ERPs, and supplier catalogs for real-time pricing
- Powerful configuration engine for complex products and bundles
- Customizable document automation and proposal generation
Cons
- Steep learning curve due to depth of features
- User interface feels dated compared to modern SaaS tools
- Pricing model lacks upfront transparency
Best For
Sales teams in IT resellers, AV integrators, and distributors handling complex, configurable products.
Pricing
Quote-based; typically $995-$1,995 per user perpetual license plus ~20% annual maintenance, or subscription starting ~$40/user/month.
Better Proposals
specializedGenerates mobile-friendly proposals and quotes with payment collection, signatures, and CRM sync.
Interactive proposals allowing clients to approve or comment on specific sections in real-time before signing
Better Proposals is a cloud-based platform specializing in creating, sending, and managing professional proposals and quotations with a focus on sales conversion. It offers a drag-and-drop builder for customizable templates, real-time tracking of client interactions, and seamless integration of e-signatures and payments. Ideal for service-based businesses, it streamlines the quoting process from draft to signed deal.
Pros
- Highly customizable templates with multimedia support
- Built-in e-signatures and payment gateways (Stripe, PayPal)
- Real-time analytics and notifications for client engagement
Cons
- Lacks advanced product configurators or inventory integration
- Limited free plan; most features require paid tiers
- Primarily proposal-focused, less robust for pure quoting workflows
Best For
Freelancers, agencies, and small service teams needing polished, interactive quotations that track engagement and close sales quickly.
Pricing
Starts at $19/month (Lite, 10 proposals/mo), $49/month (Pro, unlimited), up to $119/month (Business); 14-day free trial, annual billing discounts.
Nusii
specializedProposal software tailored for agencies with reusable templates, client collaboration, and analytics.
Interactive proposals enabling clients to approve, comment, or negotiate specific sections in real-time
Nusii is a specialized proposal and quotation software designed for freelancers, agencies, and sales teams to create professional, interactive proposals quickly using drag-and-drop templates. It streamlines the process by allowing e-signatures, payment collection, and real-time tracking of client engagement directly within the proposal. The platform emphasizes beautiful designs and client collaboration features to boost win rates.
Pros
- Intuitive drag-and-drop editor for fast customization
- Integrated e-signatures, payments (Stripe/PayPal), and analytics
- Interactive proposals with client feedback and line-item approvals
Cons
- No perpetual free plan, only 14-day trial
- Limited CRM and advanced automation integrations
- Pricing scales quickly for larger teams
Best For
Freelancers and small creative agencies needing polished, client-facing proposals without complex setup.
Pricing
Starter $29/mo (annual), Pro $49/mo, Business $99/mo; 14-day free trial, billed annually for discounts.
Salesforce CPQ
enterpriseEnterprise-grade configure-price-quote solution for complex sales with guided selling and pricing rules.
Native Einstein-guided selling with AI-powered recommendations for faster, accurate configurations
Salesforce CPQ is a powerful configure-price-quote (CPQ) solution natively integrated into the Salesforce CRM platform, designed to streamline the sales quoting process for complex products and services. It enables sales teams to configure customizable bundles, apply dynamic pricing rules, and generate professional quotes with automated approvals and e-signatures. The tool excels in enterprise environments by providing real-time pricing accuracy, guided selling, and deep analytics to optimize deal velocity.
Pros
- Seamless integration with Salesforce CRM and other Sales Cloud apps
- Advanced configuration engine for complex product bundles and rules
- Robust pricing automation with multi-dimensional discounts and approvals
Cons
- Steep learning curve and complex initial setup
- High cost, especially for smaller teams
- Overkill for simple quoting needs outside Salesforce ecosystem
Best For
Large enterprises with complex sales processes already invested in the Salesforce platform.
Pricing
Custom enterprise pricing starting at ~$75/user/month on top of required Sales Cloud subscription; annual contracts typical.
Conga CPQ
enterpriseComprehensive CPQ platform that automates quoting, contracting, and revenue operations for B2B sales.
Seamless end-to-end Revenue Document Management, automating quotes through contracts and renewals in one platform
Conga CPQ is a Salesforce-native Configure, Price, Quote (CPQ) solution that empowers sales teams to configure complex products, apply dynamic pricing rules, and generate accurate quotes seamlessly. It integrates advanced guided selling, discount management, and automated document generation to streamline the sales process and reduce errors. Beyond quoting, it supports contract lifecycle management and revenue operations, making it a full revenue lifecycle platform. Ideal for enterprises needing robust automation within the Salesforce ecosystem.
Pros
- Deep native integration with Salesforce
- Handles highly complex product configurations and pricing rules
- Comprehensive document automation and e-signature capabilities
Cons
- Steep learning curve and complex initial setup
- Premium pricing not ideal for small businesses
- Best suited for Salesforce users; limited standalone flexibility
Best For
Enterprise sales teams using Salesforce that require advanced CPQ for complex products and full revenue document workflows.
Pricing
Quote-based enterprise pricing, typically $75-$150 per user per month depending on features, volume, and customizations.
Jobber
otherField service software with quoting, scheduling, invoicing, and client management for home services.
Client hub for instant quote approvals, electronic signatures, and self-service payments directly from quotes
Jobber is a field service management platform designed for small to medium-sized service businesses, with robust quotation tools that enable quick creation of professional quotes using customizable templates. Users can send quotes via email or SMS, allow clients to review and approve digitally through a client hub, and seamlessly convert approved quotes into jobs or invoices. It integrates quoting with scheduling, dispatching, and payments, streamlining the entire service workflow.
Pros
- Intuitive drag-and-drop quote builder with templates and line-item customization
- Real-time client approvals and signatures via mobile-friendly client hub
- Seamless integration of quotes with scheduling, invoicing, and payments
Cons
- Higher pricing tiers required for advanced features like unlimited users
- Not as specialized for pure quoting compared to dedicated tools
- Limited free trial and onboarding can feel sales-oriented
Best For
Small to medium service businesses like landscapers, HVAC technicians, and cleaners needing integrated quoting with job management.
Pricing
Core plan starts at $69/month (billed annually) for basic quoting and scheduling; Connect at $169/month and Grow at $349/month unlock more users and features; custom enterprise pricing available.
Housecall Pro
otherAll-in-one platform for home service pros including instant quotes, dispatching, and payments.
One-click conversion of approved quotes to scheduled jobs and invoices
Housecall Pro is a comprehensive field service management platform with strong quotation capabilities designed for home service businesses like plumbers, electricians, and HVAC technicians. It enables users to build professional quotes using customizable templates, pricing tables, line items, photos, and discounts, then send them via email, SMS, or a branded customer portal for instant approval. Approved quotes seamlessly convert to scheduled jobs and invoices, integrating quoting directly into the operational workflow. While powerful for service pros, it may be more than needed for standalone quoting.
Pros
- Robust quote builder with templates, pricing tables, and mobile editing
- Seamless integration of quotes with scheduling, dispatching, and invoicing
- Automated follow-ups, signatures, and real-time status tracking
Cons
- Higher cost for users who only need basic quoting functionality
- Steeper learning curve due to extensive non-quoting features
- Limited advanced customization options for complex quote templates
Best For
Field service businesses requiring integrated quoting within full operations management.
Pricing
Starts at $65/month for Essentials (billed annually), up to $229/month for Max plan; scales with users and features.
Conclusion
Quotation software simplifies sales processes, and the top tools deliver with automation, design, and integration. Leading the pack is PandaDoc, excelling in automating creation, tracking, and e-signing to speed sales. Close contenders Proposify and Qwilr stand out too—Proposify for templates and analytics, Qwilr for interactive web-based quotes and CRM synergy, catering to diverse needs.
Ready to elevate your quoting? Start with PandaDoc to craft professional, optimized quotes that close deals faster, maximizing your sales potential.
Tools Reviewed
All tools were independently evaluated for this comparison
Referenced in the comparison table and product reviews above.