Quick Overview
- 1#1: PandaDoc - Automates the creation, delivery, tracking, and e-signing of quotes and proposals with real-time analytics.
- 2#2: Proposify - Streamlines proposal and quote generation with client engagement tracking, reminders, and payment integration.
- 3#3: Qwilr - Builds interactive quote pages that track views, time spent, and client interactions for better conversion.
- 4#4: Salesforce CPQ - Enterprise-grade configure-price-quote tool for accurate quoting, pricing rules, and opportunity tracking.
- 5#5: HubSpot Sales Hub - CRM with quote templates, e-signatures, and deal stage tracking for sales pipeline management.
- 6#6: Zoho CRM - Provides customizable quote management, approval workflows, and tracking integrated into CRM workflows.
- 7#7: QuoteWerks - Desktop CPQ software for complex product quoting with CRM integrations and order tracking.
- 8#8: Pipedrive - Visual sales pipeline CRM supporting quote attachments, activities, and deal progression tracking.
- 9#9: DealHub - CPQ platform for guided quote creation, multi-currency support, and buyer engagement analytics.
- 10#10: Conga CPQ - Revenue lifecycle platform for dynamic quoting, document generation, and contract tracking.
We selected and ranked these tools by evaluating features like automation, tracking accuracy, user experience, and value, ensuring they meet the needs of varying business sizes while delivering robust performance.
Comparison Table
Dive into this 2026 comparison table spotlighting leading quotation tracking software like PandaDoc, Proposify, Qwilr, Salesforce CPQ, and HubSpot Sales Hub. It breaks down key features, user-friendliness, and integration power, empowering you to choose the ideal tool for supercharging quote creation, real-time monitoring, and sales efficiency.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | PandaDoc Automates the creation, delivery, tracking, and e-signing of quotes and proposals with real-time analytics. | specialized | 9.3/10 | 9.6/10 | 8.9/10 | 8.7/10 |
| 2 | Proposify Streamlines proposal and quote generation with client engagement tracking, reminders, and payment integration. | specialized | 8.8/10 | 9.2/10 | 8.5/10 | 8.3/10 |
| 3 | Qwilr Builds interactive quote pages that track views, time spent, and client interactions for better conversion. | specialized | 8.3/10 | 8.5/10 | 9.2/10 | 7.8/10 |
| 4 | Salesforce CPQ Enterprise-grade configure-price-quote tool for accurate quoting, pricing rules, and opportunity tracking. | enterprise | 8.7/10 | 9.5/10 | 7.2/10 | 7.8/10 |
| 5 | HubSpot Sales Hub CRM with quote templates, e-signatures, and deal stage tracking for sales pipeline management. | enterprise | 8.2/10 | 8.5/10 | 9.0/10 | 7.5/10 |
| 6 | Zoho CRM Provides customizable quote management, approval workflows, and tracking integrated into CRM workflows. | enterprise | 8.4/10 | 9.1/10 | 8.0/10 | 8.5/10 |
| 7 | QuoteWerks Desktop CPQ software for complex product quoting with CRM integrations and order tracking. | specialized | 8.1/10 | 8.7/10 | 6.9/10 | 7.8/10 |
| 8 | Pipedrive Visual sales pipeline CRM supporting quote attachments, activities, and deal progression tracking. | enterprise | 7.8/10 | 7.5/10 | 8.5/10 | 7.9/10 |
| 9 | DealHub CPQ platform for guided quote creation, multi-currency support, and buyer engagement analytics. | specialized | 8.4/10 | 9.2/10 | 7.6/10 | 7.9/10 |
| 10 | Conga CPQ Revenue lifecycle platform for dynamic quoting, document generation, and contract tracking. | enterprise | 8.0/10 | 8.7/10 | 7.2/10 | 7.5/10 |
Automates the creation, delivery, tracking, and e-signing of quotes and proposals with real-time analytics.
Streamlines proposal and quote generation with client engagement tracking, reminders, and payment integration.
Builds interactive quote pages that track views, time spent, and client interactions for better conversion.
Enterprise-grade configure-price-quote tool for accurate quoting, pricing rules, and opportunity tracking.
CRM with quote templates, e-signatures, and deal stage tracking for sales pipeline management.
Provides customizable quote management, approval workflows, and tracking integrated into CRM workflows.
Desktop CPQ software for complex product quoting with CRM integrations and order tracking.
Visual sales pipeline CRM supporting quote attachments, activities, and deal progression tracking.
CPQ platform for guided quote creation, multi-currency support, and buyer engagement analytics.
Revenue lifecycle platform for dynamic quoting, document generation, and contract tracking.
PandaDoc
specializedAutomates the creation, delivery, tracking, and e-signing of quotes and proposals with real-time analytics.
Advanced real-time analytics dashboard that tracks every viewer interaction, device, and location for quotes, providing unprecedented visibility into buyer behavior.
PandaDoc is a leading document automation platform designed for creating, sending, tracking, and e-signing professional quotes, proposals, and contracts. It excels in quotation tracking by providing real-time analytics on document views, opens, time spent, and completion status, helping sales teams monitor deal progress. Seamless integrations with CRMs like Salesforce and HubSpot, plus payment gateways, enable end-to-end quote management from creation to payment collection.
Pros
- Comprehensive real-time tracking with detailed analytics on quote engagement
- Highly customizable templates and dynamic content for personalized quotes
- Built-in e-signatures and payment collection to accelerate deal closure
Cons
- Premium pricing may be steep for small teams or basic needs
- Steep learning curve for advanced automation features
- Limited functionality in the free plan for full tracking capabilities
Best For
Sales teams and mid-to-large businesses seeking an all-in-one solution for professional quote creation, precise tracking, and automated approvals.
Pricing
Free plan (limited); Essentials at $19/user/month, Business at $49/user/month, Enterprise custom pricing; 14-day free trial available.
Proposify
specializedStreamlines proposal and quote generation with client engagement tracking, reminders, and payment integration.
In-depth proposal analytics dashboard tracking every view, page interaction, and time spent for optimized follow-ups
Proposify is a robust proposal and quotation management platform that enables users to create professional, customizable proposals and quotes with drag-and-drop templates. It excels in tracking document views, interactions, and status updates in real-time, while supporting e-signatures, payment collection, and CRM integrations. Ideal for sales teams, it streamlines the entire quotation-to-close process with analytics to optimize win rates.
Pros
- Stunning, mobile-responsive templates for professional quotes
- Real-time tracking and detailed analytics on proposal engagement
- Seamless e-signatures, payments, and CRM integrations
Cons
- Pricing scales per user, which can add up for large teams
- Advanced customizations have a learning curve
- No perpetual free tier beyond the trial
Best For
Sales and marketing teams requiring polished, trackable proposals to shorten sales cycles.
Pricing
Starts at $19/user/month (Essentials, billed annually) up to $99/user/month (Accelerated); 14-day free trial available.
Qwilr
specializedBuilds interactive quote pages that track views, time spent, and client interactions for better conversion.
Real-time engagement analytics that show exactly how clients interact with quotes
Qwilr is a proposal and quotation software that enables users to create interactive, web-based quotes and proposals with drag-and-drop templates, multimedia embeds, and dynamic pricing tables. It excels in tracking client engagement through real-time analytics, such as page views, time spent, and interaction data, helping sales teams nurture leads. While versatile for sales documents, it integrates with CRMs like Salesforce and HubSpot to streamline quotation workflows from creation to approval.
Pros
- Highly engaging, interactive quotes with real-time tracking of client interactions
- Intuitive drag-and-drop editor for quick customization
- Seamless integrations with major CRMs and payment gateways
Cons
- Limited advanced CPQ capabilities for complex product configurations
- Higher pricing tiers required for full tracking and team features
- Analytics depth is good but lacks robust pipeline management tools
Best For
Sales teams in creative or service-based industries seeking visually stunning quotes with engagement insights.
Pricing
Starts at $35/user/month (Essentials), up to $119/user/month (Enterprise); billed annually.
Salesforce CPQ
enterpriseEnterprise-grade configure-price-quote tool for accurate quoting, pricing rules, and opportunity tracking.
Guided Selling with AI-powered recommendations for optimal configurations and pricing during quote creation
Salesforce CPQ is a robust configure-price-quote solution integrated within the Salesforce CRM ecosystem, enabling sales teams to create accurate, complex quotes quickly. It supports product configuration, dynamic pricing, and quote generation with full tracking of statuses, approvals, and amendments throughout the sales cycle. As a quotation tracking software, it excels in automating workflows, ensuring compliance, and providing visibility into quote performance metrics.
Pros
- Seamless integration with Salesforce CRM for unified quote and opportunity tracking
- Advanced pricing rules and discount schedules prevent errors in complex quotes
- Comprehensive analytics and reporting on quote conversion rates and pipeline health
Cons
- Steep learning curve and lengthy implementation for non-technical users
- High cost, especially when bundled with full Salesforce licensing
- Overkill for simple quoting needs, better suited for enterprise-scale operations
Best For
Large enterprises with complex product catalogs and sales processes needing integrated CRM quote management.
Pricing
Starts at $75/user/month as an add-on to Salesforce Sales Cloud (which requires separate licensing from $25-$300/user/month); custom enterprise pricing common.
HubSpot Sales Hub
enterpriseCRM with quote templates, e-signatures, and deal stage tracking for sales pipeline management.
Real-time quote engagement tracking with notifications and analytics tied directly to CRM deal stages
HubSpot Sales Hub is a comprehensive CRM platform with built-in quotation tools that allow sales teams to create, customize, send, and track quotes directly within deal pipelines. It offers real-time notifications for quote views, e-signatures, and payment integrations like Stripe, making it easier to monitor prospect engagement and close deals faster. While not a standalone quoting app, its features tie quoting into broader sales automation and reporting for end-to-end visibility. This makes it suitable for teams seeking integrated sales management beyond basic tracking.
Pros
- Seamless CRM integration for pipeline-aligned quoting
- Real-time tracking of quote views, opens, and engagement
- Customizable templates, e-signatures, and Stripe payments
Cons
- Advanced quoting analytics require higher-tier plans
- Overkill and complex for users needing only basic quotation tracking
- Pricing scales quickly for small teams or solo users
Best For
Sales teams in growing businesses already using HubSpot CRM who need quotation tracking embedded in full sales workflows.
Pricing
Free Starter plan; Professional at $90/user/month; Enterprise at $150/user/month (billed annually).
Zoho CRM
enterpriseProvides customizable quote management, approval workflows, and tracking integrated into CRM workflows.
Zia AI-powered quote insights and predictive analytics for optimizing win rates and follow-ups
Zoho CRM is a versatile customer relationship management platform that excels in quotation tracking through its dedicated Quotes module, allowing users to create customizable quotes, send them via email or portal, and monitor statuses like draft, sent, accepted, or expired. It integrates seamlessly with inventory, deals, and invoicing for end-to-end sales management, including automation for approvals, reminders, and analytics on quote performance. Ideal for businesses needing more than basic tracking, it supports multi-currency, taxes, and product catalogs to streamline the quoting process.
Pros
- Robust quote builder with templates, product catalogs, and multi-currency support
- Real-time tracking, automation workflows, and analytics for quote conversion rates
- Seamless integration with CRM pipeline, inventory, and e-signature tools
Cons
- Feature-rich interface has a learning curve for beginners focused only on quotes
- Advanced automation and AI features require higher-tier plans
- Overkill for users needing simple standalone quotation tracking without full CRM
Best For
Small to medium-sized sales teams seeking integrated CRM capabilities with advanced quotation management and pipeline tracking.
Pricing
Free edition for up to 3 users; paid plans from Standard ($14/user/mo) to Ultimate ($52/user/mo), billed annually.
QuoteWerks
specializedDesktop CPQ software for complex product quoting with CRM integrations and order tracking.
Unmatched supplier catalog integrations for automated real-time pricing and availability checks
QuoteWerks is a robust CPQ (Configure, Price, Quote) software primarily used by distributors, resellers, and manufacturers to create, customize, and track complex quotes and proposals. It features extensive product catalog integrations, real-time pricing from suppliers, and seamless connectivity with CRMs like Salesforce and ERPs like QuickBooks. The tool supports quote automation, versioning, and follow-up tracking, making it suitable for sales teams handling configurable products.
Pros
- Extensive integrations with 100+ suppliers, CRMs, and ERPs for real-time data
- Powerful configuration tools for complex products and pricing rules
- Comprehensive quote tracking with status updates and reporting
Cons
- Steep learning curve due to feature density and desktop-focused interface
- Limited mobile accessibility compared to modern SaaS alternatives
- Pricing can be opaque and higher for smaller teams
Best For
Mid-sized distributors and IT resellers needing advanced configurable quoting with supplier integrations.
Pricing
Perpetual licenses start around $1,000-$2,000 per user plus annual maintenance (~20%); cloud subscriptions from $50/user/month; custom quotes required.
Pipedrive
enterpriseVisual sales pipeline CRM supporting quote attachments, activities, and deal progression tracking.
Visual pipeline stages that treat quotes as trackable deal elements with built-in engagement notifications
Pipedrive is a sales CRM platform with integrated quotation tools that allow users to create, customize, send, and track quotes directly from deal records. It supports features like professional templates, e-signatures, multi-currency support, and real-time tracking of quote views and status changes. While not a standalone quoting solution, it excels in embedding quotation tracking within a visual sales pipeline for streamlined deal progression.
Pros
- Seamless integration of quotes into visual sales pipelines for easy tracking
- Customizable templates, e-signatures, and engagement analytics (views/opens)
- Intuitive interface that simplifies quote creation and management
Cons
- Advanced quoting features require higher-tier plans (Advanced and above)
- Lacks deep CPQ (Configure, Price, Quote) capabilities for complex products
- Not a dedicated quoting tool, so specialized needs may require add-ons
Best For
Sales teams using CRM who want simple, pipeline-integrated quotation tracking without needing a standalone tool.
Pricing
Starts at $14.90/user/month (Essential, billed annually); quote features from Advanced plan at $29.90/user/month.
DealHub
specializedCPQ platform for guided quote creation, multi-currency support, and buyer engagement analytics.
DealRoom: An interactive, secure portal for buyers to negotiate quotes in real-time while sellers track every engagement metric.
DealHub is a comprehensive CPQ (Configure, Price, Quote) and deal management platform that excels in generating, sending, and tracking quotes throughout the sales cycle. It offers real-time visibility into quote status, buyer engagement analytics, and performance metrics to help sales teams optimize win rates. Integrated with CRMs like Salesforce, it streamlines quotation workflows from creation to negotiation and close.
Pros
- Robust real-time tracking of quote views, edits, and expirations
- Advanced analytics for quote performance and win/loss insights
- Seamless integrations with CRM and e-signature tools
Cons
- Steep learning curve due to extensive CPQ features
- Pricing is custom and geared toward larger enterprises
- Overkill for teams needing only basic quotation tracking
Best For
Mid-to-large sales teams requiring integrated CPQ with advanced quotation tracking and buyer engagement analytics.
Pricing
Custom enterprise pricing, typically starting at $75/user/month with annual contracts; volume discounts available.
Conga CPQ
enterpriseRevenue lifecycle platform for dynamic quoting, document generation, and contract tracking.
AI-driven guided selling that recommends configurations and pricing in real-time during quote creation
Conga CPQ is a comprehensive Configure, Price, Quote (CPQ) platform designed to streamline the creation, management, and tracking of sales quotes, especially for complex products. It excels in automating product configuration, dynamic pricing, and quote generation with deep integration into Salesforce, enabling real-time tracking of quote status, approvals, and amendments. As a quotation tracking solution, it provides dashboards for monitoring quote performance, expiration dates, and win/loss analytics to optimize sales processes.
Pros
- Seamless Salesforce integration for unified quote management
- Advanced configuration rules and dynamic pricing engines
- Robust tracking with approval workflows and analytics dashboards
Cons
- Steep learning curve and complex initial setup
- High pricing that may not suit small businesses
- Limited standalone functionality outside Salesforce ecosystem
Best For
Mid-to-large enterprises using Salesforce with complex, configurable products needing end-to-end quote lifecycle tracking.
Pricing
Custom quote-based pricing, typically starting at $75-100 per user per month for base plans, scaling with volume and add-ons.
Conclusion
The reviewed quotation tracking software simplifies quote creation, delivery, and tracking, with each tool offering unique strengths. Leading as the top choice is PandaDoc, celebrated for its end-to-end automation, real-time analytics, and seamless e-signing capabilities. Proposify and Qwilr stand out as strong alternatives, excelling in streamlining client engagement and conversion tracking respectively, ensuring there’s a solution tailored to diverse needs.
Begin enhancing your quoting workflow by trying PandaDoc—its intuitive automation and insightful tracking can transform how you manage quotes from creation to close, boosting efficiency and results.
Tools Reviewed
All tools were independently evaluated for this comparison
Referenced in the comparison table and product reviews above.