Quick Overview
- 1#1: PandaDoc - PandaDoc automates the creation, tracking, signing, and payment collection for professional quotes and proposals.
- 2#2: Proposify - Proposify streamlines proposal and quote creation with templates, e-signatures, and real-time analytics to close deals faster.
- 3#3: Qwilr - Qwilr turns static quotes into interactive, mobile-optimized web pages that engage prospects and improve win rates.
- 4#4: QuoteWerks - QuoteWerks provides comprehensive quoting software with product catalogs, pricing automation, and CRM integrations for accurate proposals.
- 5#5: Better Proposals - Better Proposals enables quick creation of beautiful, trackable quotes and proposals with integrated payments and e-signatures.
- 6#6: Nusii - Nusii is proposal software that helps agencies build, send, and negotiate quotes with reusable templates and client feedback tools.
- 7#7: Conga - Conga CPQ automates complex configure-price-quote processes with dynamic pricing and document generation for enterprise sales.
- 8#8: Salesforce CPQ - Salesforce CPQ integrates configuration, pricing, and quoting directly into CRM to handle multi-product sales accurately.
- 9#9: DealHub - DealHub CPQ accelerates revenue with AI-guided quoting, contract management, and buyer experience optimization.
- 10#10: Oracle CPQ - Oracle CPQ Cloud delivers guided selling and automated quoting for complex, high-volume enterprise transactions.
We ranked these tools based on core performance metrics, including automation capabilities, template flexibility, integration potential, and scalability, ensuring each entry meets high standards of usability, quality, and overall effectiveness for its target audience.
Comparison Table
This comparison table examines popular quotations software tools, such as PandaDoc, Proposify, Qwilr, QuoteWerks, and Better Proposals, to guide businesses in selecting the right solution. Readers will discover key features, usability aspects, and practical applications, empowering them to streamline quote creation and enhance client interactions.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | PandaDoc PandaDoc automates the creation, tracking, signing, and payment collection for professional quotes and proposals. | enterprise | 9.4/10 | 9.6/10 | 8.9/10 | 8.7/10 |
| 2 | Proposify Proposify streamlines proposal and quote creation with templates, e-signatures, and real-time analytics to close deals faster. | specialized | 9.2/10 | 9.5/10 | 9.0/10 | 8.7/10 |
| 3 | Qwilr Qwilr turns static quotes into interactive, mobile-optimized web pages that engage prospects and improve win rates. | specialized | 8.6/10 | 9.2/10 | 8.4/10 | 8.1/10 |
| 4 | QuoteWerks QuoteWerks provides comprehensive quoting software with product catalogs, pricing automation, and CRM integrations for accurate proposals. | specialized | 8.6/10 | 9.3/10 | 7.4/10 | 8.2/10 |
| 5 | Better Proposals Better Proposals enables quick creation of beautiful, trackable quotes and proposals with integrated payments and e-signatures. | specialized | 8.4/10 | 8.7/10 | 9.2/10 | 8.1/10 |
| 6 | Nusii Nusii is proposal software that helps agencies build, send, and negotiate quotes with reusable templates and client feedback tools. | specialized | 8.4/10 | 8.6/10 | 9.1/10 | 8.0/10 |
| 7 | Conga Conga CPQ automates complex configure-price-quote processes with dynamic pricing and document generation for enterprise sales. | enterprise | 8.3/10 | 9.1/10 | 7.4/10 | 8.0/10 |
| 8 | Salesforce CPQ Salesforce CPQ integrates configuration, pricing, and quoting directly into CRM to handle multi-product sales accurately. | enterprise | 8.7/10 | 9.4/10 | 7.2/10 | 8.0/10 |
| 9 | DealHub DealHub CPQ accelerates revenue with AI-guided quoting, contract management, and buyer experience optimization. | enterprise | 8.4/10 | 9.0/10 | 7.6/10 | 8.1/10 |
| 10 | Oracle CPQ Oracle CPQ Cloud delivers guided selling and automated quoting for complex, high-volume enterprise transactions. | enterprise | 8.4/10 | 9.2/10 | 7.6/10 | 8.0/10 |
PandaDoc automates the creation, tracking, signing, and payment collection for professional quotes and proposals.
Proposify streamlines proposal and quote creation with templates, e-signatures, and real-time analytics to close deals faster.
Qwilr turns static quotes into interactive, mobile-optimized web pages that engage prospects and improve win rates.
QuoteWerks provides comprehensive quoting software with product catalogs, pricing automation, and CRM integrations for accurate proposals.
Better Proposals enables quick creation of beautiful, trackable quotes and proposals with integrated payments and e-signatures.
Nusii is proposal software that helps agencies build, send, and negotiate quotes with reusable templates and client feedback tools.
Conga CPQ automates complex configure-price-quote processes with dynamic pricing and document generation for enterprise sales.
Salesforce CPQ integrates configuration, pricing, and quoting directly into CRM to handle multi-product sales accurately.
DealHub CPQ accelerates revenue with AI-guided quoting, contract management, and buyer experience optimization.
Oracle CPQ Cloud delivers guided selling and automated quoting for complex, high-volume enterprise transactions.
PandaDoc
enterprisePandaDoc automates the creation, tracking, signing, and payment collection for professional quotes and proposals.
Advanced document analytics providing real-time insights into viewer engagement, page-by-page activity, and notification alerts.
PandaDoc is a leading document automation platform designed for creating, sending, tracking, and e-signing professional quotes, proposals, and contracts. It features a drag-and-drop editor, customizable templates, and integrated analytics to streamline the quotation process and accelerate sales cycles. With seamless CRM integrations and mobile accessibility, it empowers sales teams to deliver interactive, personalized quotes efficiently.
Pros
- Powerful template library and drag-and-drop editor for quick quote creation
- Built-in e-signatures and real-time tracking for faster approvals
- Extensive integrations with CRM tools like Salesforce and HubSpot
Cons
- Pricing can be steep for small teams or startups
- Steeper learning curve for advanced customization features
- Limited free plan with basic functionality only
Best For
Mid-sized sales and marketing teams needing professional, trackable quotations with e-signature capabilities to shorten sales cycles.
Proposify
specializedProposify streamlines proposal and quote creation with templates, e-signatures, and real-time analytics to close deals faster.
Interactive pricing tables that let clients adjust quantities and see live pricing updates without leaving the proposal
Proposify is a comprehensive proposal and quotation software that enables sales teams to create stunning, customizable proposals and quotes with drag-and-drop templates. It streamlines the entire process from creation and sending to tracking views, e-signatures, and even payment collection directly within the document. With real-time analytics and integrations like HubSpot and Salesforce, it helps close deals faster by providing insights into client engagement.
Pros
- Highly customizable templates for professional quotes and proposals
- Real-time tracking and analytics for client engagement
- Built-in e-signatures and payment processing
Cons
- Pricing can be steep for small teams or solo users
- Advanced features locked behind higher tiers
- Steeper learning curve for complex customizations
Best For
Sales teams and agencies creating detailed B2B quotes and proposals that require tracking, signatures, and payments.
Qwilr
specializedQwilr turns static quotes into interactive, mobile-optimized web pages that engage prospects and improve win rates.
Interactive web-page proposals with dynamic pricing tables, forms, and real-time personalization that significantly increase client engagement.
Qwilr is a versatile platform designed for creating interactive quotes, proposals, and sales presentations that resemble modern web pages rather than static PDFs. It offers drag-and-drop editing, customizable templates, embedded multimedia like videos and forms, and built-in e-signatures to streamline the sales process. With analytics tracking viewer engagement and CRM integrations, Qwilr helps teams convert leads more effectively by making quotes dynamic and professional.
Pros
- Highly interactive and visually stunning proposals with multimedia support
- Robust analytics for tracking engagement and conversions
- Seamless integrations with popular CRMs like Salesforce and HubSpot
Cons
- Pricing can be steep for small teams or basic quoting needs
- Steeper learning curve for advanced customizations
- Limited offline access and no native mobile editing app
Best For
Sales and marketing teams in agencies or B2B services who need to create engaging, client-facing proposals to boost close rates.
QuoteWerks
specializedQuoteWerks provides comprehensive quoting software with product catalogs, pricing automation, and CRM integrations for accurate proposals.
CRData InfoCenter providing real-time access to millions of SKUs, pricing, and inventory from 1,000+ suppliers
QuoteWerks is a robust quoting and proposal automation software tailored for resellers, distributors, and system integrators in industries like IT, AV, and security. It streamlines the creation of complex quotes through integrated product databases, configurable pricing rules, and seamless CRM/accounting integrations. The platform supports customizable templates, mobile quoting, and advanced features like clause libraries and document automation for professional proposals.
Pros
- Vast integrated product catalogs from thousands of manufacturers and distributors
- Deep integrations with CRMs like Salesforce and accounting tools like QuickBooks
- Powerful configuration and discounting engines for complex quotes
Cons
- Steep learning curve for new users due to extensive features
- Primarily desktop-focused with limited native web/mobile capabilities
- Higher cost suitable more for mid-to-large businesses than startups
Best For
Mid-sized resellers and integrators handling complex, product-heavy quotes in IT/AV/security sectors.
Better Proposals
specializedBetter Proposals enables quick creation of beautiful, trackable quotes and proposals with integrated payments and e-signatures.
Interactive pricing tables that let clients customize selections and view real-time totals without leaving the proposal
Better Proposals is a cloud-based tool specializing in creating professional proposals and quotations with drag-and-drop templates, interactive pricing tables, and multimedia embeds. It enables businesses to send trackable documents that clients can review, sign electronically, and pay directly via integrated gateways like Stripe. Ideal for streamlining the sales process from quote to close, it emphasizes visual appeal and client engagement over complex configurators.
Pros
- Visually stunning, mobile-responsive templates
- Seamless e-signatures and payment integrations
- Client activity tracking and automation workflows
Cons
- Limited depth for highly complex or configurable quotes
- Team collaboration requires higher-tier plans
- Free plan has restrictive usage limits
Best For
Freelancers, agencies, and small service-based businesses seeking polished, client-facing quotations with built-in conversion tools.
Nusii
specializedNusii is proposal software that helps agencies build, send, and negotiate quotes with reusable templates and client feedback tools.
Interactive client reminders and engagement analytics that automatically follow up and show real-time views.
Nusii is a proposal and quotation software tailored for agencies, freelancers, and sales teams to create professional, customizable proposals quickly. It features drag-and-drop editing, pre-built templates, e-signatures, and payment integrations to streamline the sales process from creation to close. The platform also provides analytics on client engagement and automated follow-up reminders to boost conversion rates.
Pros
- Stunning, mobile-responsive templates for professional quotes
- Intuitive drag-and-drop editor for fast customization
- Robust tracking, e-signatures, and payment collection
Cons
- Limited advanced CRM integrations
- Pricing scales quickly for larger teams
- No perpetual free plan, only 14-day trial
Best For
Freelancers and small agencies seeking easy-to-use tools for creating visually impressive proposals.
Conga
enterpriseConga CPQ automates complex configure-price-quote processes with dynamic pricing and document generation for enterprise sales.
Intelligent Guided Selling with AI-driven recommendations for optimal configurations and upsell opportunities
Conga CPQ is a robust configure, price, and quote (CPQ) solution that automates the creation of accurate, professional quotes for complex products and services. Integrated deeply with Salesforce, it supports guided selling configurations, dynamic pricing rules, and seamless quote generation with e-signatures. As part of the broader Conga Revenue Lifecycle Management suite, it extends beyond quoting to handle contracts, billing, and revenue operations for enterprise-scale efficiency.
Pros
- Seamless native integration with Salesforce ecosystem
- Advanced configuration logic for complex products and pricing
- Comprehensive revenue suite including document automation and e-signatures
Cons
- Steep implementation and learning curve for non-enterprise users
- Custom quote-based pricing can be expensive for smaller teams
- Overkill for simple quoting needs with limited customization flexibility out-of-the-box
Best For
Mid-to-large enterprises with complex sales cycles, Salesforce reliance, and need for end-to-end revenue management.
Salesforce CPQ
enterpriseSalesforce CPQ integrates configuration, pricing, and quoting directly into CRM to handle multi-product sales accurately.
Native Salesforce Einstein AI for intelligent product recommendations and pricing optimization during quote creation
Salesforce CPQ is a powerful configure-price-quote (CPQ) solution deeply integrated into the Salesforce CRM ecosystem, designed to help sales teams handle complex product configurations, dynamic pricing, and quote generation efficiently. It automates rules-based pricing, approvals, and multi-currency support, reducing errors and accelerating sales cycles. Best suited for enterprises with intricate sales processes, it scales seamlessly with Salesforce's broader platform capabilities.
Pros
- Seamless integration with Salesforce CRM for unified data and workflows
- Advanced configuration logic and AI-driven guided selling
- Robust support for complex pricing models, bundles, and subscriptions
Cons
- Steep learning curve and complex initial setup requiring expertise
- High cost, especially for smaller businesses without existing Salesforce investment
- Customization can lead to maintenance overhead
Best For
Large enterprises with complex, configurable products and an existing Salesforce ecosystem needing scalable quoting automation.
DealHub
enterpriseDealHub CPQ accelerates revenue with AI-guided quoting, contract management, and buyer experience optimization.
DealHub Playmakers: AI-powered revenue intelligence that provides real-time deal guidance and optimization recommendations
DealHub is a robust CPQ (Configure, Price, Quote) platform designed to accelerate the sales cycle by enabling sales teams to generate accurate quotes, proposals, and contracts quickly. It features AI-powered guided selling, seamless CRM integrations, and built-in eSignatures to streamline the quote-to-cash process. The software also provides revenue intelligence and analytics to optimize deal performance and forecasting.
Pros
- AI-driven guided selling for faster, accurate quoting
- Deep integrations with Salesforce, HubSpot, and other CRMs
- Comprehensive revenue workflow including eSignatures and analytics
Cons
- Steeper learning curve for non-technical users
- Pricing can be expensive for small teams
- Some advanced customizations require professional services
Best For
Mid-market and enterprise sales teams needing an all-in-one CPQ solution to handle complex quoting and revenue processes.
Oracle CPQ
enterpriseOracle CPQ Cloud delivers guided selling and automated quoting for complex, high-volume enterprise transactions.
AI-powered Intelligent Advisor for real-time configuration guidance and pricing optimization
Oracle CPQ is an enterprise-grade Configure, Price, Quote (CPQ) solution that empowers sales teams to handle complex product configurations, dynamic pricing, and quote generation with accuracy and speed. It integrates seamlessly with Oracle's CX suite and other ERP/CRM systems, supporting guided selling, deal management, and contract lifecycle automation. Ideal for industries like manufacturing and high-tech, it reduces errors and accelerates sales cycles through visual tools and AI-driven insights.
Pros
- Robust configuration engine for complex products
- Deep integrations with Oracle ecosystem and third-party apps
- Scalable performance for large enterprises
Cons
- Steep learning curve and complex initial setup
- High implementation costs and timelines
- Pricing lacks transparency for smaller businesses
Best For
Large enterprises with intricate product catalogs and existing Oracle infrastructure needing advanced CPQ automation.
Conclusion
The tools in this list showcase innovative ways to simplify quoting, with [PandaDoc] leading as the top choice for its seamless automation of creation, tracking, signing, and payment collection. Proposify and Qwilr follow closely—each offering unique strengths: Proposify streamlines processes with templates and analytics, while Qwilr engages prospects through interactive, mobile-optimized pages. Together, they demonstrate the range of solutions available to enhance quoting efficiency and win rates.
Take the next step in optimizing your quoting workflow by exploring [PandaDoc]—the top-ranked tool for its all-in-one functionality and proven ability to close deals faster. Whether you’re a small business or enterprise, its features make it a standout choice for modern sales teams.
Tools Reviewed
All tools were independently evaluated for this comparison
Referenced in the comparison table and product reviews above.