Quick Overview
- 1#1: PandaDoc - Automates the creation, approval, tracking, and e-signing of professional quotes and proposals.
- 2#2: Proposify - Streamlines proposal workflows with templates, real-time tracking, and CRM integrations for faster deal closures.
- 3#3: Qwilr - Creates interactive web-based proposals with multimedia, analytics, and payment integration to engage clients.
- 4#4: Better Proposals - Simplifies proposal creation with drag-and-drop templates, e-signatures, and payment collection for small teams.
- 5#5: Nusii - Enables agencies to build, send, and track customized proposals with client feedback and approval features.
- 6#6: Bidsketch - Accelerates proposal generation with pre-built templates and mobile signing for quick client responses.
- 7#7: DealHub - Provides CPQ functionality for dynamic quoting, guided selling, and contract management in complex sales.
- 8#8: QuoteWerks - Supports configure-price-quote automation with product catalogs and supplier integrations for distributors.
- 9#9: Salesforce CPQ - Delivers AI-powered configure-price-quote capabilities integrated with Salesforce CRM for enterprise sales.
- 10#10: Conga CPQ - Offers multi-channel quoting, pricing rules, and document generation for high-volume enterprise proposals.
Tools were selected and ranked based on features, usability, performance, and value, ensuring a balanced list that caters to diverse business needs and scales.
Comparison Table
Quote proposal software streamlines sales document creation, and this comparison table examines leading tools like PandaDoc, Proposify, Qwilr, Better Proposals, Nusii, and more. Readers will learn key details—features, pricing, and usability—to identify the best fit for their business requirements.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | PandaDoc Automates the creation, approval, tracking, and e-signing of professional quotes and proposals. | enterprise | 9.5/10 | 9.7/10 | 9.2/10 | 9.0/10 |
| 2 | Proposify Streamlines proposal workflows with templates, real-time tracking, and CRM integrations for faster deal closures. | specialized | 9.2/10 | 9.5/10 | 9.0/10 | 8.8/10 |
| 3 | Qwilr Creates interactive web-based proposals with multimedia, analytics, and payment integration to engage clients. | specialized | 8.7/10 | 9.2/10 | 8.4/10 | 8.1/10 |
| 4 | Better Proposals Simplifies proposal creation with drag-and-drop templates, e-signatures, and payment collection for small teams. | specialized | 8.7/10 | 8.9/10 | 9.3/10 | 8.2/10 |
| 5 | Nusii Enables agencies to build, send, and track customized proposals with client feedback and approval features. | specialized | 8.4/10 | 8.5/10 | 9.2/10 | 8.0/10 |
| 6 | Bidsketch Accelerates proposal generation with pre-built templates and mobile signing for quick client responses. | specialized | 8.2/10 | 8.4/10 | 9.1/10 | 7.6/10 |
| 7 | DealHub Provides CPQ functionality for dynamic quoting, guided selling, and contract management in complex sales. | enterprise | 8.2/10 | 9.0/10 | 7.5/10 | 7.8/10 |
| 8 | QuoteWerks Supports configure-price-quote automation with product catalogs and supplier integrations for distributors. | enterprise | 8.5/10 | 9.2/10 | 7.5/10 | 8.0/10 |
| 9 | Salesforce CPQ Delivers AI-powered configure-price-quote capabilities integrated with Salesforce CRM for enterprise sales. | enterprise | 8.7/10 | 9.4/10 | 7.8/10 | 8.2/10 |
| 10 | Conga CPQ Offers multi-channel quoting, pricing rules, and document generation for high-volume enterprise proposals. | enterprise | 8.3/10 | 9.1/10 | 7.6/10 | 8.0/10 |
Automates the creation, approval, tracking, and e-signing of professional quotes and proposals.
Streamlines proposal workflows with templates, real-time tracking, and CRM integrations for faster deal closures.
Creates interactive web-based proposals with multimedia, analytics, and payment integration to engage clients.
Simplifies proposal creation with drag-and-drop templates, e-signatures, and payment collection for small teams.
Enables agencies to build, send, and track customized proposals with client feedback and approval features.
Accelerates proposal generation with pre-built templates and mobile signing for quick client responses.
Provides CPQ functionality for dynamic quoting, guided selling, and contract management in complex sales.
Supports configure-price-quote automation with product catalogs and supplier integrations for distributors.
Delivers AI-powered configure-price-quote capabilities integrated with Salesforce CRM for enterprise sales.
Offers multi-channel quoting, pricing rules, and document generation for high-volume enterprise proposals.
PandaDoc
enterpriseAutomates the creation, approval, tracking, and e-signing of professional quotes and proposals.
Interactive pricing tables that auto-calculate totals and allow recipients to configure options in real-time
PandaDoc is a comprehensive document automation platform designed for creating, sending, tracking, and e-signing professional quotes, proposals, and contracts. It excels in Quote Proposal Software by offering customizable templates, dynamic pricing tables, and real-time analytics to streamline sales processes. With seamless integrations to CRMs like Salesforce and HubSpot, it empowers sales teams to close deals faster through interactive and trackable documents.
Pros
- Highly customizable templates and dynamic pricing tables for professional quotes
- Advanced document tracking and analytics for sales insights
- Built-in e-signatures and seamless CRM integrations
Cons
- Higher pricing tiers can be expensive for small teams
- Steep learning curve for advanced automation features
- Limited free plan with basic functionality only
Best For
Sales and marketing teams in mid-sized to enterprise businesses seeking to automate and track quote proposals efficiently.
Pricing
Starts at $19/user/month (Essentials), $49/user/month (Business), $59/user/month (Enterprise); free trial available, annual discounts apply.
Proposify
specializedStreamlines proposal workflows with templates, real-time tracking, and CRM integrations for faster deal closures.
Real-time proposal analytics showing exactly what prospects view, time spent, and engagement metrics
Proposify is a robust proposal software platform that enables sales teams to create stunning, interactive proposals and quotes with drag-and-drop customization, pre-built templates, and a content library. It streamlines the sales process by offering real-time tracking of proposal views, e-signatures, and integrated payment collection. Ideal for B2B sales, it integrates with CRMs like Salesforce and HubSpot to automate workflows and boost close rates.
Pros
- Highly customizable templates and drag-and-drop builder for professional quotes
- Advanced analytics with page-by-page tracking and notifications
- Seamless e-signatures, payments, and CRM integrations
Cons
- Pricing can escalate quickly for larger teams or high-volume users
- Steeper learning curve for advanced customization
- Limited offline capabilities and mobile editing
Best For
Sales and marketing teams in B2B companies or agencies needing trackable, visually appealing proposals and quotes.
Pricing
Starts at $49/month (Essentials, billed annually, 10 proposals/month); Business at $69/month (unlimited); Enterprise custom.
Qwilr
specializedCreates interactive web-based proposals with multimedia, analytics, and payment integration to engage clients.
Interactive web-page proposals with embedded multimedia and real-time viewer tracking
Qwilr is a proposal software platform that transforms traditional quotes and proposals into interactive, web-based pages resembling mini-websites. Users can embed videos, forms, pricing tables, and testimonials using a drag-and-drop editor to create engaging sales documents. It includes analytics for tracking engagement, e-signatures for quick approvals, and integrations with CRMs like Salesforce and HubSpot. This makes it particularly effective for boosting conversion rates in competitive sales environments.
Pros
- Stunning, interactive designs that outperform static PDFs
- Real-time analytics and notifications for prospect engagement
- Robust integrations with popular CRMs and payment gateways
Cons
- Pricing escalates quickly for teams needing advanced features
- Steeper learning curve for complex customizations
- Limited template variety compared to some competitors
Best For
Sales and marketing teams in agencies or B2B services who need visually compelling, trackable proposals to close deals faster.
Pricing
Starts at $35/user/month (Essentials, billed annually), up to $119/user/month (Elite); custom Enterprise plans available.
Better Proposals
specializedSimplifies proposal creation with drag-and-drop templates, e-signatures, and payment collection for small teams.
Interactive proposals with line-item approvals, deposits, and embedded videos for personalized client experiences
Better Proposals is a specialized tool for creating stunning, interactive proposals and quotes that resemble modern websites, complete with drag-and-drop customization, e-signatures, and payment integrations. It streamlines the sales process by allowing real-time tracking of views, opens, and interactions, while supporting team collaboration and client portals. Ideal for service-based businesses, it eliminates the need for PDFs by enabling clients to accept terms, sign, and pay directly within the proposal.
Pros
- Highly customizable templates that create web-like proposals
- Seamless e-signatures and payment collection (Stripe, PayPal)
- Real-time analytics and tracking for client engagement
Cons
- No permanent free plan, only 14-day trial
- Limited advanced CRM integrations compared to enterprise tools
- Team features require higher-tier Business plan ($49/mo)
Best For
Freelancers, agencies, and small teams needing professional, payment-enabled proposals without technical expertise.
Pricing
Pro: $19/mo (unlimited proposals, 1 user); Business: $49/mo (teams, priority support); annual discounts available; 14-day free trial.
Nusii
specializedEnables agencies to build, send, and track customized proposals with client feedback and approval features.
Sneak peek and paywall options to control client access and monetize proposals upfront
Nusii is a proposal software platform tailored for freelancers, agencies, and sales teams to create, customize, send, and track professional proposals. It features drag-and-drop templates, e-signatures, payment integration, and real-time analytics to streamline the sales process. The tool emphasizes simplicity and beautiful designs, allowing users to close deals faster without needing design expertise.
Pros
- Intuitive drag-and-drop editor for quick proposal creation
- Real-time tracking of views, opens, and interactions
- Mobile-responsive designs with e-sign and payment options
Cons
- Limited integrations compared to larger competitors like PandaDoc
- No free plan or trial beyond 14 days
- Advanced customization requires higher-tier plans
Best For
Freelancers and small agencies seeking an easy-to-use tool for professional, trackable proposals without complex setups.
Pricing
Starts at $29/month (Solo, annual billing) up to $79/month (Business); 14-day free trial available.
Bidsketch
specializedAccelerates proposal generation with pre-built templates and mobile signing for quick client responses.
Interactive proposals allowing clients to approve or revise line items directly online without back-and-forth emails
Bidsketch is a cloud-based proposal software designed for freelancers, agencies, and sales teams to create professional, customized quotes and proposals quickly using drag-and-drop templates. It streamlines the process with features like electronic signatures, payment collection via Stripe or PayPal, real-time client tracking, and interactive elements that allow clients to approve line items online. The platform emphasizes speed, enabling users to generate proposals in under 5 minutes while providing analytics on views and engagement to improve close rates.
Pros
- Intuitive drag-and-drop builder for rapid proposal creation
- Robust tracking and notifications for client engagement
- Built-in e-signatures and payment integrations for faster closes
Cons
- Pricing scales quickly for teams with per-user costs
- Limited advanced integrations with CRM tools like Salesforce
- No native offline editing capabilities
Best For
Freelancers and small agencies needing quick, visually appealing proposals with easy tracking.
Pricing
Starts at $39/user/month (Pro, billed annually) or $49 monthly; Premium at $99/user/month; 14-day free trial available.
DealHub
enterpriseProvides CPQ functionality for dynamic quoting, guided selling, and contract management in complex sales.
DealRoom: A unified workspace for interactive proposals, negotiations, e-signing, and payments in one buyer-accessible portal.
DealHub is a comprehensive CPQ (Configure, Price, Quote) and proposal automation platform designed to accelerate the sales cycle from quote generation to contract signing. It offers guided selling, interactive proposals, e-signatures, and payments within a unified DealRoom workspace, integrating seamlessly with CRMs like Salesforce and HubSpot. The tool emphasizes sales efficiency with AI-driven insights and real-time collaboration features to reduce deal friction and improve win rates.
Pros
- Robust CPQ engine for complex product configurations and accurate pricing
- DealRoom for real-time buyer-seller collaboration and faster closes
- Deep integrations with CRM, ERP, and payment systems
Cons
- Steeper learning curve for non-technical sales teams
- Pricing is custom and can be expensive for smaller teams
- Limited free trial or self-service onboarding options
Best For
Mid-market to enterprise sales teams handling complex B2B deals that require guided selling and seamless quote-to-cash workflows.
Pricing
Custom quote-based pricing starting around $75/user/month for basic plans, scaling to enterprise tiers with add-ons for advanced features.
QuoteWerks
enterpriseSupports configure-price-quote automation with product catalogs and supplier integrations for distributors.
SpecView product search with live feeds from thousands of vendor price lists for instant, accurate quoting.
QuoteWerks is a robust quoting and proposal software tailored for sales professionals in distribution, manufacturing, IT reselling, and similar industries. It enables rapid creation of accurate quotes by accessing vast product catalogs, real-time pricing from manufacturers and distributors, and handling complex configurations. The tool integrates seamlessly with CRMs like Salesforce and ERPs like QuickBooks, streamlining the entire sales process from quote to order.
Pros
- Extensive integrations with 500+ distributors and manufacturers for real-time pricing and availability
- Highly customizable quote templates and advanced configuration tools
- Strong CRM/ERP connectivity for end-to-end sales automation
Cons
- Steep learning curve due to feature depth and complexity
- User interface feels dated compared to modern SaaS tools
- Pricing can be prohibitive for small businesses or solo users
Best For
Mid-market distributors, VARs, and integrators needing data-rich quoting from massive product catalogs.
Pricing
Subscription starts at ~$1,000/user/year for core features; enterprise tiers with custom pricing upon request.
Salesforce CPQ
enterpriseDelivers AI-powered configure-price-quote capabilities integrated with Salesforce CRM for enterprise sales.
Native Salesforce integration enabling quotes to automatically sync with opportunities, contracts, and revenue forecasts without data silos.
Salesforce CPQ is a comprehensive configure-price-quote (CPQ) solution integrated natively within the Salesforce CRM platform, designed to streamline the creation of accurate quotes for complex products and services. It automates product configuration, dynamic pricing rules, and quote generation, reducing errors and accelerating sales cycles. With features like guided selling and real-time approvals, it supports enterprise-scale sales teams in delivering professional proposals quickly.
Pros
- Seamless native integration with Salesforce CRM for end-to-end sales workflows
- Powerful configuration engine handling complex bundles and pricing rules
- AI-driven insights and automation for faster quote generation and approvals
Cons
- Steep learning curve and complex initial setup requiring expertise
- High cost, especially for smaller teams without existing Salesforce investment
- Limited flexibility outside the Salesforce ecosystem
Best For
Large enterprises with complex product catalogs and existing Salesforce CRM usage seeking robust, integrated quoting capabilities.
Pricing
Starts at ~$75/user/month (billed annually) on top of Salesforce Sales Cloud; scales with features, users, and custom implementation costs.
Conga CPQ
enterpriseOffers multi-channel quoting, pricing rules, and document generation for high-volume enterprise proposals.
Integrated Revenue Lifecycle Management connecting CPQ to contracts, billing, and fulfillment in one platform
Conga CPQ is a comprehensive configure-price-quote (CPQ) platform designed to automate the creation of accurate quotes and proposals for complex products and services. It excels in product configuration, dynamic pricing rules, and generating professional documents, with seamless integration into Salesforce ecosystems. The tool supports guided selling, approvals, and e-signatures, streamlining the entire quote-to-cash process for sales teams.
Pros
- Deep Salesforce integration for native workflows
- Advanced configuration and pricing rules for complex products
- Robust document automation and proposal generation
Cons
- Steep setup and learning curve for non-technical users
- Limited flexibility outside Salesforce environments
- Pricing can be opaque and enterprise-focused
Best For
Mid-to-large enterprises with Salesforce relying on complex B2B sales cycles needing end-to-end CPQ automation.
Pricing
Custom enterprise pricing, typically starting at $10,000+ annually per user or based on quote volume; contact sales for quotes.
Conclusion
The top 10 tools vary in focus—from automation and CRM integration to interactive features—though three stand out: PandaDoc as the most versatile, Proposify for streamlined workflows, and Qwilr for engaging, multimedia proposals. Each solves specific needs, yet PandaDoc rises as the top choice, excelling in end-to-end efficiency. Proposify and Qwilr remain strong alternatives, ideal for those prioritizing speed or client interaction.
Don’t miss out on simplifying your quote process—try the top-ranked PandaDoc to experience faster approvals, better tracking, and professional, customizable proposals that convert clients more effectively.
Tools Reviewed
All tools were independently evaluated for this comparison
Referenced in the comparison table and product reviews above.