Quick Overview
- 1#1: Salesforce CPQ - Enterprise configure-price-quote solution that automates complex product configurations, dynamic pricing, and quote generation integrated with CRM.
- 2#2: PandaDoc - Document automation platform for creating interactive quotes, proposals, and contracts with e-signatures and payment integration.
- 3#3: Proposify - Sales proposal software that enables customizable templates, real-time analytics, and seamless e-signing for faster deal closures.
- 4#4: Oracle CPQ - Cloud-based CPQ application delivering guided selling, accurate pricing, and automated quote generation for B2B enterprises.
- 5#5: SAP CPQ - Integrated CPQ tool within SAP Sales Cloud for configuration, pricing, and quoting with AI-driven recommendations.
- 6#6: DealHub - Revenue platform with CPQ features for streamlining quote creation, negotiations, and contract management in B2B sales.
- 7#7: QuoteWerks - Quoting and proposal software with CRM integrations, product catalogs, and automation for distributors and resellers.
- 8#8: Qwilr - Interactive web-based quoting tool that creates engaging quote pages with analytics and multimedia content.
- 9#9: Conga CPQ - CPQ solution for complex sales processes, offering configuration, dynamic pricing, and document automation.
- 10#10: Zoho CRM - CRM platform with built-in quoting module for generating, customizing, and tracking quotes directly from deals.
We evaluated tools based on functionality (configuration, pricing, automation), usability (intuitive design, integration flexibility), and value (scalability, cost-effectiveness, and alignment with diverse business needs), ensuring a comprehensive ranking of industry leaders.
Comparison Table
Choosing the right quotation software is a critical decision for any sales team. This comparison table provides a clear, side-by-side look at the top contenders for 2026, from enterprise-grade CPQ solutions like Salesforce and Oracle to agile platforms like PandaDoc and Proposify. Use it to quickly evaluate core capabilities in configuration, automation, integration, and analytics, helping you identify the best tool to streamline your quote-to-cash process and accelerate revenue.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Salesforce CPQ Enterprise configure-price-quote solution that automates complex product configurations, dynamic pricing, and quote generation integrated with CRM. | enterprise | 9.5/10 | 9.8/10 | 8.2/10 | 8.7/10 |
| 2 | PandaDoc Document automation platform for creating interactive quotes, proposals, and contracts with e-signatures and payment integration. | specialized | 9.2/10 | 9.5/10 | 8.8/10 | 8.5/10 |
| 3 | Proposify Sales proposal software that enables customizable templates, real-time analytics, and seamless e-signing for faster deal closures. | specialized | 8.7/10 | 9.1/10 | 8.4/10 | 8.2/10 |
| 4 | Oracle CPQ Cloud-based CPQ application delivering guided selling, accurate pricing, and automated quote generation for B2B enterprises. | enterprise | 8.7/10 | 9.3/10 | 7.4/10 | 8.1/10 |
| 5 | SAP CPQ Integrated CPQ tool within SAP Sales Cloud for configuration, pricing, and quoting with AI-driven recommendations. | enterprise | 8.4/10 | 9.2/10 | 7.1/10 | 7.9/10 |
| 6 | DealHub Revenue platform with CPQ features for streamlining quote creation, negotiations, and contract management in B2B sales. | enterprise | 8.2/10 | 8.7/10 | 7.9/10 | 7.8/10 |
| 7 | QuoteWerks Quoting and proposal software with CRM integrations, product catalogs, and automation for distributors and resellers. | specialized | 8.5/10 | 9.2/10 | 7.5/10 | 8.0/10 |
| 8 | Qwilr Interactive web-based quoting tool that creates engaging quote pages with analytics and multimedia content. | specialized | 8.4/10 | 8.7/10 | 8.5/10 | 7.9/10 |
| 9 | Conga CPQ CPQ solution for complex sales processes, offering configuration, dynamic pricing, and document automation. | enterprise | 8.4/10 | 9.1/10 | 7.6/10 | 8.0/10 |
| 10 | Zoho CRM CRM platform with built-in quoting module for generating, customizing, and tracking quotes directly from deals. | specialized | 7.6/10 | 7.8/10 | 7.9/10 | 8.5/10 |
Enterprise configure-price-quote solution that automates complex product configurations, dynamic pricing, and quote generation integrated with CRM.
Document automation platform for creating interactive quotes, proposals, and contracts with e-signatures and payment integration.
Sales proposal software that enables customizable templates, real-time analytics, and seamless e-signing for faster deal closures.
Cloud-based CPQ application delivering guided selling, accurate pricing, and automated quote generation for B2B enterprises.
Integrated CPQ tool within SAP Sales Cloud for configuration, pricing, and quoting with AI-driven recommendations.
Revenue platform with CPQ features for streamlining quote creation, negotiations, and contract management in B2B sales.
Quoting and proposal software with CRM integrations, product catalogs, and automation for distributors and resellers.
Interactive web-based quoting tool that creates engaging quote pages with analytics and multimedia content.
CPQ solution for complex sales processes, offering configuration, dynamic pricing, and document automation.
CRM platform with built-in quoting module for generating, customizing, and tracking quotes directly from deals.
Salesforce CPQ
enterpriseEnterprise configure-price-quote solution that automates complex product configurations, dynamic pricing, and quote generation integrated with CRM.
Native Salesforce integration with Einstein AI for real-time pricing guidance and quote optimization
Salesforce CPQ (Configure, Price, Quote) is a comprehensive sales automation tool integrated natively with Salesforce CRM, designed to streamline the creation of accurate quotes for complex products and services. It enables guided configuration, dynamic pricing with rules and approvals, and automated quote generation to accelerate sales cycles and reduce errors. With features like bundle management, subscriptions, and AI-powered insights via Einstein, it supports enterprise-scale operations across industries.
Pros
- Seamless native integration with Salesforce CRM for unified workflows
- Powerful configuration engine with rules, bundles, and amendments
- AI-driven pricing optimization and guided selling capabilities
Cons
- Complex setup and steep learning curve requiring expert implementation
- High cost prohibitive for small to mid-sized businesses
- Limited value outside the Salesforce ecosystem
Best For
Large enterprises with complex product catalogs and existing Salesforce CRM usage needing robust CPQ automation.
Pricing
Custom enterprise pricing, typically $75-$150 per user/month (billed annually) plus significant implementation and add-on fees.
PandaDoc
specializedDocument automation platform for creating interactive quotes, proposals, and contracts with e-signatures and payment integration.
Dynamic pricing tables that automatically calculate totals, apply discounts, and handle complex configurations in real-time
PandaDoc is a comprehensive document automation platform designed for creating, sending, and tracking professional quotations, proposals, and contracts. It features customizable templates, dynamic pricing tables, and real-time analytics to streamline the sales quoting process from creation to approval. With integrated eSignatures and payment collection, it enables a seamless quote-to-cash workflow, making it ideal for sales teams handling complex deals.
Pros
- Dynamic pricing tables and calculators for accurate, customizable quotes
- Integrated eSignatures, payments, and CRM syncs for end-to-end automation
- Advanced analytics tracking views, time spent, and engagement metrics
Cons
- Premium pricing may be steep for small teams or basic quoting needs
- Steeper learning curve for advanced customization and integrations
- Limited free plan; full features require paid subscriptions
Best For
Sales and marketing teams in mid-sized businesses needing professional, trackable quotes with built-in signing and payment capabilities.
Pricing
Free trial available; plans start at $19/user/month (Essentials, billed annually) up to custom Enterprise pricing.
Proposify
specializedSales proposal software that enables customizable templates, real-time analytics, and seamless e-signing for faster deal closures.
Interactive pricing tables that let clients mix-and-match options with real-time price updates
Proposify is a comprehensive proposal and quotation software that enables users to create, send, and track professional sales documents with ease. It features drag-and-drop templates, interactive pricing tables, e-signatures, and real-time analytics to monitor client engagement. The platform integrates with popular CRMs like Salesforce and HubSpot, making it suitable for streamlining quotation workflows in sales teams. Overall, it transforms static quotes into dynamic, client-facing experiences that boost conversion rates.
Pros
- Stunning, customizable templates and interactive elements for engaging quotes
- Robust analytics and activity tracking to follow client interactions
- Seamless integrations with CRMs and payment gateways
Cons
- Higher pricing tiers required for advanced features like unlimited users
- Steeper learning curve for complex customizations
- No perpetual free plan, only a trial available
Best For
B2B sales teams and agencies that require polished, trackable quotations and proposals to accelerate deal closures.
Pricing
Starts at $49/user/month (Essentials, billed annually), $69/user/month (Business), with Enterprise custom pricing.
Oracle CPQ
enterpriseCloud-based CPQ application delivering guided selling, accurate pricing, and automated quote generation for B2B enterprises.
AI-driven Intelligent CPQ with real-time pricing optimization and deal reservation to minimize revenue leakage
Oracle CPQ (Configure, Price, Quote) is a robust cloud-based platform designed to streamline the sales quoting process for complex products and services. It enables accurate product configuration, dynamic pricing, and automated quote generation, reducing errors and accelerating sales cycles. Integrated with Oracle's CX suite and other CRM/ERP systems, it supports guided selling with AI-driven recommendations and analytics for optimal deal outcomes.
Pros
- Powerful configuration engine for highly complex products
- Seamless integrations with Oracle ecosystem and third-party tools
- AI-powered pricing optimization and guided selling
Cons
- Steep learning curve and complex initial setup
- High implementation costs and long deployment times
- Overkill and expensive for SMBs with simple quoting needs
Best For
Large enterprises with intricate product catalogs, high-volume sales, and need for enterprise-grade integrations.
Pricing
Quote-based subscription; typically $100-$300/user/month plus implementation fees, scaling to $100K+ annually for enterprises.
SAP CPQ
enterpriseIntegrated CPQ tool within SAP Sales Cloud for configuration, pricing, and quoting with AI-driven recommendations.
Deep integration with SAP Variant Configuration for handling extremely complex, engineer-to-order product customizations
SAP CPQ (Configure, Price, Quote) is an enterprise-grade solution from SAP designed to streamline complex sales processes by enabling accurate product configuration, dynamic pricing, and professional quote generation. It excels in handling intricate product catalogs with rules-based logic, ensuring error-free quotes even for highly customizable offerings. Deeply integrated with SAP's ERP, CRM, and S/4HANA systems, it supports large-scale B2B operations across industries like manufacturing and high-tech.
Pros
- Powerful rules-based configuration engine for complex products
- Advanced dynamic pricing with discounts, approvals, and real-time calculations
- Seamless native integration with SAP ERP, CRM, and other SAP tools
Cons
- Steep implementation timeline and high customization costs
- Challenging learning curve for non-technical users
- Premium pricing limits accessibility for SMBs
Best For
Large enterprises in manufacturing, industrial, or high-tech sectors with complex, configurable products and existing SAP infrastructure.
Pricing
Custom enterprise subscription pricing; typically starts at $50,000+ annually with per-user fees around $100+/month, plus significant implementation costs.
DealHub
enterpriseRevenue platform with CPQ features for streamlining quote creation, negotiations, and contract management in B2B sales.
DealRooms for interactive, collaborative deal negotiation and closing directly within the platform
DealHub is a robust CPQ (Configure, Price, Quote) and revenue orchestration platform designed to accelerate the sales cycle from quote generation to deal closure. It offers AI-powered configuration, dynamic pricing, automated contract management, and collaborative DealRooms for buyer-seller interactions. The software integrates deeply with CRMs like Salesforce and HubSpot, providing sales teams with guided selling tools and real-time analytics to optimize quoting accuracy and efficiency.
Pros
- Advanced AI-driven CPQ with guided selling and dynamic pricing rules
- Seamless integrations with major CRMs and ERPs for streamlined workflows
- DealRooms enable real-time collaboration and e-signatures to close deals faster
Cons
- Pricing is custom and can be expensive for small teams or startups
- Steep learning curve for complex configurations and custom rules
- Limited transparency on pricing without a sales demo
Best For
Mid-market to enterprise sales teams handling complex B2B deals that require accurate, automated quoting and revenue orchestration.
Pricing
Custom enterprise pricing, typically starting at $75+ per user per month, based on users, features, and deployment scale; demo required for quotes.
QuoteWerks
specializedQuoting and proposal software with CRM integrations, product catalogs, and automation for distributors and resellers.
Real-time pricing and availability pulls from over 140 distributors and manufacturers
QuoteWerks is a robust quotation and proposal automation software tailored for sales teams in industries like IT, AV, electrical, security, and material supply. It enables users to create complex quotes rapidly by pulling from extensive product catalogs, applying dynamic pricing rules, and integrating seamlessly with CRMs, ERPs, and accounting systems. The platform supports customizable templates, real-time vendor data, and professional document generation to streamline the sales process from quote to order.
Pros
- Vast library of vendor integrations for real-time pricing and inventory
- Highly customizable quoting engine for complex configurations
- Strong compatibility with CRMs like Salesforce and accounting tools like QuickBooks
Cons
- Steep learning curve for new users due to depth of features
- Primarily desktop-based with limited native mobile access
- Higher upfront and maintenance costs compared to cloud-only alternatives
Best For
B2B sales teams in distributor-heavy industries requiring precise, vendor-integrated quotes for hardware and services.
Pricing
Perpetual licenses start at ~$1,995 per user, plus ~20% annual maintenance; volume discounts and cloud options available.
Qwilr
specializedInteractive web-based quoting tool that creates engaging quote pages with analytics and multimedia content.
Interactive web-page proposals with pixel-perfect designs and real-time engagement tracking
Qwilr is a proposal and quotation software that enables users to create interactive, web-page-like quotes and proposals using drag-and-drop templates. It focuses on visual storytelling with embedded videos, pricing tables, and dynamic content pulled from integrations like HubSpot or Salesforce. The platform tracks client engagement in real-time, helping sales teams close deals faster through analytics and e-signatures.
Pros
- Stunning, mobile-responsive proposal designs that stand out from PDF quotes
- Robust analytics for tracking views, engagement, and conversion insights
- Seamless integrations with CRMs like Salesforce and HubSpot for dynamic data
Cons
- Higher pricing may not suit small teams or basic quoting needs
- Limited advanced CPQ automation compared to dedicated quoting tools
- Steep learning curve for custom integrations and advanced templating
Best For
Sales and marketing teams in creative agencies or B2B services seeking visually impressive, trackable proposals to boost conversion rates.
Pricing
Starts at $35/user/month (Essentials, billed annually); Professional at $59/user/month; Enterprise custom pricing.
Conga CPQ
enterpriseCPQ solution for complex sales processes, offering configuration, dynamic pricing, and document automation.
AI-powered guided selling and revenue lifecycle intelligence for optimizing quotes in real-time
Conga CPQ is a robust configure-price-quote (CPQ) solution designed to streamline the sales quoting process for complex B2B environments. Deeply integrated with Salesforce, it enables accurate product configuration, dynamic pricing rules, and automated quote generation with professional document output. It supports guided selling, approvals workflows, and revenue intelligence to accelerate deal closures.
Pros
- Seamless native integration with Salesforce CRM
- Handles complex product configurations and pricing models effectively
- Built-in document automation for polished quotes and proposals
Cons
- Steep learning curve for setup and customization
- Higher pricing suited more for enterprises than SMBs
- Limited out-of-the-box support for non-Salesforce users
Best For
Mid-to-large enterprises with complex sales processes and heavy Salesforce usage seeking end-to-end quote automation.
Pricing
Custom enterprise pricing; typically $75-150/user/month depending on features and volume, requires contacting sales for a quote.
Zoho CRM
specializedCRM platform with built-in quoting module for generating, customizing, and tracking quotes directly from deals.
Blueprints for automating multi-stage quote approval workflows
Zoho CRM is a versatile customer relationship management platform with built-in quotation tools that enable users to create customizable quotes, manage product catalogs, apply pricing rules, and track approvals within the sales pipeline. It supports quote generation from opportunities, conversion to sales orders or invoices, and delivery via email or customer portals. While not a standalone quoting solution, its integration with inventory and automation features makes it suitable for businesses needing streamlined quoting alongside CRM functionality.
Pros
- Seamless integration with full CRM pipeline for end-to-end sales management
- Customizable templates and automation via Blueprints for efficient quoting
- Multi-currency support and inventory-linked pricing rules
Cons
- Lacks advanced CPQ capabilities like complex configurators found in specialized tools
- Steep learning curve for non-CRM users due to feature-rich interface
- Heavy reliance on Zoho ecosystem for optimal quoting extensions
Best For
Small to medium-sized businesses seeking an affordable all-in-one CRM with reliable built-in quotation features.
Pricing
Free for up to 3 users; paid plans start at $14/user/month (billed annually) for Standard edition.
Conclusion
The curated list of quotation system software showcases versatile solutions, with Salesforce CPQ emerging as the top choice, its strong CRM integration and complex configuration tools setting it apart. PandaDoc follows closely, offering robust automation, e-signatures, and payment features for streamlined processes, while Proposify impresses with customizable templates, real-time analytics, and fast e-signing to speed up deal closures. Each tool addresses unique needs, ensuring a suitable option for diverse teams.
Take the first step to enhance your quoting workflow: explore Salesforce CPQ to experience seamless CRM integration and efficient automation, and watch your sales efficiency soar.
Tools Reviewed
All tools were independently evaluated for this comparison