Quick Overview
- 1#1: PandaDoc - Streamlines the creation, sending, tracking, and e-signing of quotes and proposals.
- 2#2: Proposify - Empowers sales teams to build interactive proposals with real-time analytics and payments.
- 3#3: QuoteWerks - Provides powerful configure-price-quote functionality integrated with CRMs and ERPs.
- 4#4: Qwilr - Converts quotes into dynamic, web-based pages with multimedia and analytics.
- 5#5: Better Proposals - Offers simple, automated proposal creation with e-signatures and payment integration.
- 6#6: Nusii - Manages end-to-end proposal workflows for agencies with templates and collaboration.
- 7#7: Proposable - Creates customizable proposals with tracking, reminders, and electronic signatures.
- 8#8: DealHub - Accelerates sales with an AI-powered CPQ platform for complex quoting.
- 9#9: Conga CPQ - Delivers enterprise-grade configure-price-quote for guided selling and revenue operations.
- 10#10: Salesforce CPQ - Integrates CPQ capabilities within Salesforce CRM for accurate pricing and configurations.
Tools were evaluated based on key metrics including functionality depth, ease of use, integration potential, and overall value, ensuring a robust assessment of both performance and practicality.
Comparison Table
Quoting software simplifies creating professional, tailored quotes to boost conversion rates—this comparison table breaks down leading tools. Explore PandaDoc, Proposify, QuoteWerks, Qwilr, Better Proposals, and more to identify the best fit for your business needs. Readers will learn key features, pricing models, and how each tool aligns with different workflows and goals.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | PandaDoc Streamlines the creation, sending, tracking, and e-signing of quotes and proposals. | specialized | 9.4/10 | 9.6/10 | 9.2/10 | 8.9/10 |
| 2 | Proposify Empowers sales teams to build interactive proposals with real-time analytics and payments. | specialized | 9.1/10 | 9.4/10 | 8.7/10 | 8.6/10 |
| 3 | QuoteWerks Provides powerful configure-price-quote functionality integrated with CRMs and ERPs. | specialized | 8.6/10 | 9.3/10 | 7.4/10 | 8.2/10 |
| 4 | Qwilr Converts quotes into dynamic, web-based pages with multimedia and analytics. | specialized | 8.7/10 | 9.2/10 | 8.8/10 | 8.0/10 |
| 5 | Better Proposals Offers simple, automated proposal creation with e-signatures and payment integration. | specialized | 8.4/10 | 8.6/10 | 9.2/10 | 8.0/10 |
| 6 | Nusii Manages end-to-end proposal workflows for agencies with templates and collaboration. | specialized | 8.6/10 | 8.4/10 | 9.2/10 | 8.1/10 |
| 7 | Proposable Creates customizable proposals with tracking, reminders, and electronic signatures. | specialized | 8.6/10 | 8.8/10 | 9.3/10 | 8.2/10 |
| 8 | DealHub Accelerates sales with an AI-powered CPQ platform for complex quoting. | enterprise | 8.4/10 | 9.0/10 | 8.0/10 | 7.8/10 |
| 9 | Conga CPQ Delivers enterprise-grade configure-price-quote for guided selling and revenue operations. | enterprise | 8.4/10 | 9.2/10 | 7.3/10 | 8.0/10 |
| 10 | Salesforce CPQ Integrates CPQ capabilities within Salesforce CRM for accurate pricing and configurations. | enterprise | 8.7/10 | 9.4/10 | 7.2/10 | 8.1/10 |
Streamlines the creation, sending, tracking, and e-signing of quotes and proposals.
Empowers sales teams to build interactive proposals with real-time analytics and payments.
Provides powerful configure-price-quote functionality integrated with CRMs and ERPs.
Converts quotes into dynamic, web-based pages with multimedia and analytics.
Offers simple, automated proposal creation with e-signatures and payment integration.
Manages end-to-end proposal workflows for agencies with templates and collaboration.
Creates customizable proposals with tracking, reminders, and electronic signatures.
Accelerates sales with an AI-powered CPQ platform for complex quoting.
Delivers enterprise-grade configure-price-quote for guided selling and revenue operations.
Integrates CPQ capabilities within Salesforce CRM for accurate pricing and configurations.
PandaDoc
specializedStreamlines the creation, sending, tracking, and e-signing of quotes and proposals.
Dynamic pricing tables with real-time calculations, discounts, and payment collection integration
PandaDoc is a leading document automation platform designed for creating, sending, and tracking professional quotes, proposals, and contracts. It excels in quoting software by offering customizable templates, dynamic pricing tables that auto-calculate totals, and integrated e-signatures for faster approvals. With real-time analytics on document views and engagement, it helps sales teams close deals more efficiently, while seamless CRM integrations streamline workflows.
Pros
- Dynamic pricing tables and content blocks for complex quotes
- Advanced analytics and document tracking for sales insights
- Extensive integrations with CRMs like Salesforce and HubSpot
Cons
- Higher pricing tiers can be costly for small teams
- Steeper learning curve for advanced customization
- Limited offline capabilities
Best For
Mid-sized sales teams and enterprises needing end-to-end quoting, proposal automation, and e-signature workflows.
Pricing
Starts at $19/user/month (Essentials, billed annually); Business at $49/user/month; Enterprise custom pricing.
Proposify
specializedEmpowers sales teams to build interactive proposals with real-time analytics and payments.
Advanced proposal analytics with heatmaps and engagement scoring to reveal client interests
Proposify is a comprehensive proposal automation platform designed for sales teams to create visually stunning, interactive proposals that include detailed pricing quotes, e-signatures, and payment integrations. It streamlines the quoting process with customizable templates, real-time tracking of client engagement, and seamless CRM integrations like Salesforce and HubSpot. Beyond basic quoting, it supports dynamic content, video personalization, and analytics to optimize win rates.
Pros
- Exceptional proposal design and customization options for professional quotes
- Robust tracking and analytics to monitor client interactions in real-time
- Integrated e-signatures and payment processing for faster deal closures
Cons
- Higher pricing compared to basic quoting tools
- Steeper learning curve for advanced customization features
- Limited support for highly complex CPQ scenarios without add-ons
Best For
Sales and marketing teams in agencies or B2B services needing polished, trackable proposals with embedded quotes.
Pricing
Starts at $49/user/month (Team plan, billed annually), up to $99/user/month (Business plan); Enterprise custom pricing with a 14-day free trial.
QuoteWerks
specializedProvides powerful configure-price-quote functionality integrated with CRMs and ERPs.
AutoPrice integration with 500+ distributors for instant, accurate pricing and inventory data across 1M+ products
QuoteWerks is a robust CPQ (Configure, Price, Quote) software tailored for B2B sales teams in industries like IT, AV, telecom, and security. It provides access to over 1 million products from 500+ distributors through its AutoPrice feature, enabling real-time pricing and availability checks. The platform supports complex quote configurations, custom proposals, and integrations with CRMs like Salesforce and accounting tools like QuickBooks.
Pros
- Vast integrated product catalog with real-time pricing from major distributors
- Extensive CRM and ERP integrations for streamlined workflows
- Powerful customization for complex, configurable quotes
Cons
- Steep learning curve due to feature density
- Outdated user interface compared to modern SaaS tools
- High upfront costs with perpetual licensing model
Best For
B2B sales teams in IT, AV, and telecom needing advanced product configuration and distributor integrations for high-volume quoting.
Pricing
Perpetual licenses start at $1,495 per user for the base edition, plus $395 annual maintenance; advanced modules and STP integrations add extra costs.
Qwilr
specializedConverts quotes into dynamic, web-based pages with multimedia and analytics.
Interactive microsites for proposals that embed multimedia and track engagement in real-time, turning quotes into high-converting sales pages
Qwilr is a quoting and proposal software that specializes in creating interactive, web-based quotes and presentations resembling modern landing pages. It allows sales teams to embed videos, testimonials, pricing tables, and forms directly into proposals, with real-time analytics on viewer engagement. The platform integrates with CRMs like Salesforce and HubSpot, supports e-signatures, and enables one-click payments to streamline the sales process from quote to close.
Pros
- Stunning, customizable templates for professional quotes
- Advanced analytics tracking proposal views and interactions
- Strong integrations with CRMs and payment gateways
Cons
- Pricing scales quickly for teams needing advanced features
- Less suited for complex configure-price-quote (CPQ) automation
- Occasional learning curve for non-designers using custom blocks
Best For
Sales teams in agencies, consultancies, or B2B services who prioritize visually engaging proposals to boost conversion rates.
Pricing
Starts at $35/user/month (Core), $59/user/month (Pro), $119/user/month (Elite), with custom Enterprise pricing.
Better Proposals
specializedOffers simple, automated proposal creation with e-signatures and payment integration.
Interactive proposals allowing clients to approve sections individually, sign electronically, and pay deposits instantly within the document
Better Proposals is a cloud-based platform specialized in creating professional sales proposals, quotes, and contracts with a drag-and-drop builder. It enables users to embed multimedia, integrate payments via Stripe, and track client interactions in real-time. The tool supports electronic signatures, multi-currency quoting, and client portals for streamlined approvals and follow-ups.
Pros
- Intuitive drag-and-drop editor for quick customization
- Built-in e-signatures, payments, and real-time tracking
- Hundreds of templates tailored for various industries
Cons
- Limited advanced quoting automation for complex calculations
- No native mobile app for on-the-go editing
- Fewer CRM integrations than full sales platforms
Best For
Freelancers, agencies, and small businesses needing polished, interactive proposals without a steep learning curve.
Pricing
Starts at $19/mo (Lite, annual billing) up to $49/mo (Business); custom Enterprise plans available.
Nusii
specializedManages end-to-end proposal workflows for agencies with templates and collaboration.
Modular proposal builder with multimedia embeds and client approval workflows
Nusii is a proposal software platform tailored for agencies, freelancers, and sales teams to create stunning, interactive quotes and proposals. It features a drag-and-drop builder with customizable templates, allowing users to embed pricing tables, videos, and client testimonials. Proposals support e-signatures, payment collection via Stripe, and real-time tracking of client views and interactions for better follow-up.
Pros
- Intuitive drag-and-drop editor for quick proposal creation
- Beautiful, mobile-responsive templates that impress clients
- Robust tracking and analytics for client engagement
Cons
- No free plan or trial beyond 14 days
- Limited integrations compared to enterprise tools
- Advanced quoting automation is basic
Best For
Freelancers, creative agencies, and small sales teams needing professional, client-facing quotes.
Pricing
Starter $29/mo, Professional $49/mo, Business $99/mo (annual billing; 14-day free trial).
Proposable
specializedCreates customizable proposals with tracking, reminders, and electronic signatures.
Live activity tracking that shows exactly when and how prospects interact with your quotes
Proposable is a user-friendly proposal and quoting software that enables sales teams to create professional, customizable quotes and proposals using a drag-and-drop editor. It streamlines the quoting process with features like real-time tracking, e-signatures, and embedded payment links via Stripe or PayPal. The platform emphasizes visually stunning, mobile-responsive documents that help close deals faster.
Pros
- Intuitive drag-and-drop builder with hundreds of templates
- Robust tracking and analytics for proposal engagement
- Seamless e-signatures and payment integrations
Cons
- Limited advanced customization without Premium plan
- Per-user pricing can add up for larger teams
- More proposal-focused than pure quoting for simple needs
Best For
Sales teams and agencies seeking visually compelling quotes and proposals with built-in tracking and conversion tools.
Pricing
Starts at $19/user/month (Basic), $49/user/month (Premium), $99/user/month (Pro); 14-day free trial, annual discounts available.
DealHub
enterpriseAccelerates sales with an AI-powered CPQ platform for complex quoting.
DealRooms: Secure, collaborative portals that centralize negotiations, content sharing, and e-signing to shorten sales cycles.
DealHub is a powerful CPQ (Configure, Price, Quote) platform designed to streamline the sales quoting process for B2B teams. It enables dynamic pricing, product configuration, and quote generation with guided selling workflows and deep CRM integrations like Salesforce and HubSpot. Beyond quoting, it includes DealRooms for collaborative buyer-seller interactions, e-signatures, and revenue intelligence to accelerate deal closures.
Pros
- Advanced CPQ with AI-guided selling and dynamic pricing rules
- Seamless integrations with major CRMs and ERP systems
- DealRooms for real-time collaboration and faster approvals
Cons
- Steep learning curve for complex configurations
- Enterprise pricing can be prohibitive for SMBs
- Limited out-of-the-box templates for non-standard products
Best For
Mid-market and enterprise sales teams managing complex, high-value deals with multiple stakeholders.
Pricing
Custom quote-based pricing; typically starts at $75/user/month for basic plans, scaling up for enterprises with add-ons.
Conga CPQ
enterpriseDelivers enterprise-grade configure-price-quote for guided selling and revenue operations.
Guided selling with AI-driven configuration rules that adapt to customer inputs in real-time
Conga CPQ is a robust configure-price-quote (CPQ) platform natively built for Salesforce, enabling sales teams to configure complex products, apply dynamic pricing rules, and generate professional quotes quickly. It streamlines the entire quoting process with automation, approvals, and integrations for document generation via Conga Composer. Ideal for B2B enterprises, it supports multi-currency, discounts, and bundles while ensuring compliance and accuracy in high-volume quoting scenarios.
Pros
- Seamless native integration with Salesforce for streamlined workflows
- Advanced configuration logic for complex products and bundles
- Powerful document automation and e-signature capabilities
Cons
- Steep learning curve for setup and customization
- Higher cost suitable mainly for mid-to-large enterprises
- Limited flexibility outside Salesforce ecosystem
Best For
Sales teams in Salesforce-using enterprises handling complex B2B quotes and configurations.
Pricing
Quote-based pricing, typically starting at $75/user/month for core CPQ, with enterprise bundles from $100+/user/month including add-ons.
Salesforce CPQ
enterpriseIntegrates CPQ capabilities within Salesforce CRM for accurate pricing and configurations.
Native Salesforce integration with real-time pricing accuracy and guided selling to handle the most intricate product configurations without errors
Salesforce CPQ (Configure, Price, Quote) is a robust enterprise-grade quoting solution deeply integrated into the Salesforce CRM platform, enabling sales teams to configure complex products, apply dynamic pricing rules, and generate accurate quotes in real-time. It automates the entire quote-to-cash process, reducing errors and accelerating sales cycles through guided selling and workflow approvals. Designed for B2B organizations with intricate product catalogs, it ensures compliance and consistency across global teams.
Pros
- Seamless native integration with Salesforce CRM for unified data and workflows
- Advanced configuration logic and dynamic pricing engines for complex products
- Guided selling and automation features that speed up quote generation
Cons
- Steep learning curve and complex initial setup requiring specialized expertise
- High cost, especially for smaller businesses or those not on Salesforce
- Customization can be time-intensive and dependent on Salesforce admins
Best For
Large enterprises already using Salesforce that manage complex, configurable products and need end-to-end quote-to-cash automation.
Pricing
Quote-based pricing starting at approximately $75/user/month (billed annually), plus implementation fees; scales with Salesforce editions and add-ons.
Conclusion
The roundup identifies PandaDoc as the leading solution, streamlining quote creation, sending, tracking, and e-signing to simplify workflows. Proposify follows strong with interactive proposals and real-time analytics, while QuoteWerks stands out for robust CPQ and CRM integration, offering tailored options for varied needs. Each tool delivers efficiency, making the top three invaluable for sales success.
Take the next step—explore PandaDoc to enhance your quoting process, turning proposals into closed deals with ease and precision.
Tools Reviewed
All tools were independently evaluated for this comparison