Quick Overview
- 1#1: PandaDoc - Automates sales proposal creation, collaboration, tracking, and e-signing with dynamic templates and CRM integrations.
- 2#2: Proposify - Streamlines professional sales proposals with drag-and-drop editing, real-time analytics, and payment processing.
- 3#3: Qwilr - Builds interactive web-based sales proposals that boost engagement and conversions with multimedia content.
- 4#4: Loopio - AI-powered platform for automating RFP responses and sales proposal content assembly from knowledge libraries.
- 5#5: RFPIO - Enterprise tool for AI-driven proposal and RFP automation with content reuse and collaboration features.
- 6#6: Better Proposals - Affordable proposal software with mobile-friendly templates, e-signatures, and HubSpot integrations for SMBs.
- 7#7: Nusii - Cloud-based solution for creating, negotiating, and signing customized sales proposals with team collaboration.
- 8#8: Storydoc - Generates AI-powered interactive sales story decks and proposals optimized for personalization and analytics.
- 9#9: DealHub - CPQ platform that automates dynamic pricing, configuration, and proposal generation for complex sales.
- 10#10: Templafy - Enterprise document automation for generating compliant sales proposals from centralized templates.
These tools were selected and ranked based on functionality, reliability, ease of use, and value, ensuring they cater to diverse needs, whether for small businesses, teams, or enterprise-level operations, while balancing advanced features with intuitive design.
Comparison Table
Explore a breakdown of leading sales proposal automation tools—from PandaDoc and Proposify to Qwilr, Loopio, RFPIO, and beyond. This comparison table helps identify key features, usability, and pricing to find the best fit for sales workflows.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | PandaDoc Automates sales proposal creation, collaboration, tracking, and e-signing with dynamic templates and CRM integrations. | specialized | 9.6/10 | 9.8/10 | 9.4/10 | 9.2/10 |
| 2 | Proposify Streamlines professional sales proposals with drag-and-drop editing, real-time analytics, and payment processing. | specialized | 9.1/10 | 9.4/10 | 8.9/10 | 8.6/10 |
| 3 | Qwilr Builds interactive web-based sales proposals that boost engagement and conversions with multimedia content. | specialized | 8.7/10 | 9.2/10 | 8.8/10 | 8.3/10 |
| 4 | Loopio AI-powered platform for automating RFP responses and sales proposal content assembly from knowledge libraries. | specialized | 8.7/10 | 9.2/10 | 8.1/10 | 8.3/10 |
| 5 | RFPIO Enterprise tool for AI-driven proposal and RFP automation with content reuse and collaboration features. | enterprise | 8.4/10 | 9.1/10 | 7.6/10 | 7.9/10 |
| 6 | Better Proposals Affordable proposal software with mobile-friendly templates, e-signatures, and HubSpot integrations for SMBs. | specialized | 8.4/10 | 8.7/10 | 9.2/10 | 8.3/10 |
| 7 | Nusii Cloud-based solution for creating, negotiating, and signing customized sales proposals with team collaboration. | specialized | 8.4/10 | 8.5/10 | 9.2/10 | 8.1/10 |
| 8 | Storydoc Generates AI-powered interactive sales story decks and proposals optimized for personalization and analytics. | general_ai | 8.3/10 | 8.7/10 | 8.5/10 | 7.8/10 |
| 9 | DealHub CPQ platform that automates dynamic pricing, configuration, and proposal generation for complex sales. | enterprise | 8.4/10 | 9.1/10 | 7.8/10 | 8.0/10 |
| 10 | Templafy Enterprise document automation for generating compliant sales proposals from centralized templates. | enterprise | 8.4/10 | 8.7/10 | 8.2/10 | 7.9/10 |
Automates sales proposal creation, collaboration, tracking, and e-signing with dynamic templates and CRM integrations.
Streamlines professional sales proposals with drag-and-drop editing, real-time analytics, and payment processing.
Builds interactive web-based sales proposals that boost engagement and conversions with multimedia content.
AI-powered platform for automating RFP responses and sales proposal content assembly from knowledge libraries.
Enterprise tool for AI-driven proposal and RFP automation with content reuse and collaboration features.
Affordable proposal software with mobile-friendly templates, e-signatures, and HubSpot integrations for SMBs.
Cloud-based solution for creating, negotiating, and signing customized sales proposals with team collaboration.
Generates AI-powered interactive sales story decks and proposals optimized for personalization and analytics.
CPQ platform that automates dynamic pricing, configuration, and proposal generation for complex sales.
Enterprise document automation for generating compliant sales proposals from centralized templates.
PandaDoc
specializedAutomates sales proposal creation, collaboration, tracking, and e-signing with dynamic templates and CRM integrations.
Advanced buyer analytics with heatmaps and engagement scoring to optimize proposals based on real-time behavior.
PandaDoc is a comprehensive sales proposal automation platform that allows teams to create, customize, send, track, and e-sign professional proposals, quotes, and contracts. It features drag-and-drop editors, reusable templates, real-time analytics, and CRM integrations to streamline the sales document workflow. With built-in payment processing and dynamic content personalization, it accelerates deal cycles from creation to signature.
Pros
- Extensive template library with dynamic fields and branding customization
- Real-time tracking, analytics, and notifications for document engagement
- Seamless integrations with Salesforce, HubSpot, and payment gateways
Cons
- Higher pricing for advanced features limits accessibility for small teams
- Steeper learning curve for complex automations and custom workflows
- Limited mobile editing capabilities compared to desktop
Best For
Mid-sized to enterprise sales teams seeking end-to-end proposal automation with analytics and integrations.
Pricing
Essentials at $19/user/month, Business at $49/user/month, Enterprise custom (billed annually).
Proposify
specializedStreamlines professional sales proposals with drag-and-drop editing, real-time analytics, and payment processing.
Interactive proposal analytics with pixel-perfect tracking of client views, scrolls, and clicks
Proposify is a comprehensive sales proposal automation platform that enables teams to create, customize, and send professional proposals quickly using drag-and-drop templates and a vast content library. It streamlines the sales process with features like real-time tracking, electronic signatures, payment collection, and detailed analytics to monitor engagement and performance. The software integrates seamlessly with leading CRMs such as Salesforce, HubSpot, and Pipedrive, facilitating efficient deal management and collaboration.
Pros
- Extensive library of customizable templates and reusable content blocks
- Robust analytics with engagement tracking and notifications
- Seamless integrations with major CRMs and payment gateways
Cons
- Higher pricing tiers required for advanced features like custom branding
- Steeper learning curve for complex customizations
- Limited free plan or trial depth compared to competitors
Best For
Mid-sized sales teams seeking professional, trackable proposals with strong CRM integrations.
Pricing
Starts at $49/user/month (Essentials, billed annually); Business ($69/user/month) and Enterprise (custom) plans available.
Qwilr
specializedBuilds interactive web-based sales proposals that boost engagement and conversions with multimedia content.
Interactive microsites that function like dynamic web pages, embedding videos, forms, and pricing tables with real-time notifications on prospect interactions
Qwilr is a sales proposal automation platform that transforms static PDFs into interactive, web-based proposals, quotes, and microsites to engage prospects and accelerate deals. It offers drag-and-drop customization, real-time analytics, e-signatures, and CRM integrations to streamline the sales process from creation to close. Ideal for B2B sales teams, it provides detailed engagement tracking and personalized content to improve conversion rates.
Pros
- Stunning interactive proposals with multimedia embedding and mobile responsiveness
- Advanced analytics for tracking views, time spent, and engagement metrics
- Seamless integrations with CRM like Salesforce, HubSpot, and payment gateways
Cons
- Higher pricing may deter small teams or startups
- Advanced customizations require some design knowledge
- Limited offline capabilities compared to PDF-focused alternatives
Best For
Mid-sized B2B sales and agency teams seeking visually impressive, trackable proposals to stand out in competitive markets.
Pricing
Starts at $35/user/month (Essentials, billed annually) up to $69/user/month (Business), with Enterprise custom pricing.
Loopio
specializedAI-powered platform for automating RFP responses and sales proposal content assembly from knowledge libraries.
SmartMatch AI that automatically suggests and assembles the best content from a centralized library
Loopio is a powerful proposal automation platform that centralizes content libraries to enable sales teams to quickly assemble customized RFPs, proposals, and sales documents. It uses AI-driven SmartMatch technology to suggest the most relevant content based on proposal requirements, streamlining the creation process and reducing manual effort. The software also supports collaborative reviews, version control, and seamless integrations with CRMs like Salesforce to enhance efficiency in enterprise sales environments.
Pros
- AI-powered content matching accelerates proposal assembly
- Robust collaboration tools with real-time editing and approvals
- Deep integrations with Salesforce, HubSpot, and other sales tools
Cons
- Pricing is custom and can be expensive for small teams
- Steep initial setup for content library organization
- Limited advanced analytics compared to some competitors
Best For
Mid-market and enterprise sales teams managing high-volume, complex RFPs and proposals.
Pricing
Custom enterprise pricing upon request; typically starts at $10,000-$20,000 annually for mid-sized teams.
RFPIO
enterpriseEnterprise tool for AI-driven proposal and RFP automation with content reuse and collaboration features.
AI-powered Response Wizard that intelligently assembles and personalizes responses from a centralized library
RFPIO is a robust response management platform tailored for automating sales proposal processes, particularly for RFPs, RFIs, and security questionnaires. It centralizes content in a searchable library, leverages AI for response generation and suggestions, and facilitates team collaboration to accelerate proposal creation. The tool integrates with CRMs like Salesforce and provides analytics for content optimization and win-rate tracking.
Pros
- Powerful AI-driven response generation and content matching
- Seamless integrations with Salesforce, Microsoft Office, and more
- Advanced analytics for content health and proposal performance
Cons
- Steep learning curve for new users
- Enterprise-level pricing not ideal for small teams
- Limited customization in some reporting features
Best For
Mid-to-large enterprises handling high volumes of RFPs and proposals that require collaborative automation and content reuse.
Pricing
Custom enterprise pricing, typically starting at $15,000-$30,000 annually based on users and features.
Better Proposals
specializedAffordable proposal software with mobile-friendly templates, e-signatures, and HubSpot integrations for SMBs.
One-click payment collection integrated directly into proposals, enabling clients to pay and sign without leaving the document.
Better Proposals is a sales proposal automation platform that allows users to create stunning, interactive proposals using a drag-and-drop builder and customizable templates. It streamlines the sales process with features like electronic signatures, embedded payments via Stripe or PayPal, and real-time tracking of proposal views and interactions. The software integrates with popular CRMs like HubSpot and Pipedrive, enabling teams to automate follow-ups and close deals faster.
Pros
- Intuitive drag-and-drop editor for quick proposal creation
- Built-in e-signatures and payment collection in one workflow
- Robust analytics and activity tracking for sales insights
Cons
- Limited advanced customization options in lower tiers
- Fewer native integrations compared to enterprise competitors
- Team collaboration features require higher plans
Best For
Freelancers, agencies, and small sales teams seeking an affordable, user-friendly tool for professional proposals.
Pricing
Starts at $19/month (Starter: 10 proposals), $49/month (Business: unlimited), $99+/month (Premium/Enterprise) with annual discounts.
Nusii
specializedCloud-based solution for creating, negotiating, and signing customized sales proposals with team collaboration.
Interactive client portals allowing real-time feedback, comments, and Q&A directly on proposals
Nusii is a proposal automation platform designed for sales teams to create, customize, and track professional proposals efficiently using drag-and-drop templates. It streamlines the sales process with features like electronic signatures, integrated payments, client portals for feedback, and detailed analytics on proposal engagement. The tool emphasizes visually appealing, interactive documents that enhance client experience and conversion rates.
Pros
- Intuitive drag-and-drop editor for quick proposal creation
- Beautiful, mobile-responsive templates with multimedia support
- Strong analytics and e-signature integration for better tracking
Cons
- Limited native integrations compared to larger competitors
- No free plan, only a 14-day trial
- Advanced automation features require higher pricing tiers
Best For
Small to mid-sized agencies and consultancies needing visually stunning proposals with easy client collaboration.
Pricing
Starts at $29/month (Starter, 3 users), $49/month (Pro, 10 users), $99/month (Business, unlimited users); annual billing offers 20% discount.
Storydoc
general_aiGenerates AI-powered interactive sales story decks and proposals optimized for personalization and analytics.
Scroll-based interactive storytelling with pixel-perfect engagement analytics
Storydoc is an interactive presentation platform that automates the creation of dynamic sales proposals, pitch decks, and reports by converting static documents into engaging, web-based stories. It offers customizable templates, AI-assisted content generation, multimedia embeds, and personalization features to streamline sales workflows. The tool provides real-time analytics on viewer engagement, such as time spent on slides, clicks, and scroll depth, helping sales teams optimize proposals effectively.
Pros
- Highly interactive templates with multimedia and dynamic personalization
- Robust analytics for tracking proposal engagement and performance
- Seamless integrations with CRM tools like HubSpot and Salesforce
Cons
- Limited advanced automation for complex approval workflows
- Pricing can be steep for small teams or infrequent users
- Occasional performance lags with highly customized stories
Best For
B2B sales teams seeking visually compelling, trackable proposals to boost conversion rates.
Pricing
Free plan available; paid plans start at $30/editor/month (billed annually), with Pro at $60 and Enterprise custom pricing.
DealHub
enterpriseCPQ platform that automates dynamic pricing, configuration, and proposal generation for complex sales.
Interactive Buyer Rooms enabling buyers and sellers to negotiate proposals in real-time within a secure, collaborative space
DealHub is a robust sales proposal automation platform that combines CPQ (Configure, Price, Quote) functionality with dynamic proposal generation, e-signatures, and contract management to accelerate sales cycles. It enables sales teams to create interactive, personalized proposals with guided selling workflows and real-time collaboration features. Integrated with leading CRMs like Salesforce and HubSpot, it supports complex B2B deals across industries with multi-currency and multi-language capabilities.
Pros
- Powerful CPQ engine for accurate quoting and configuration
- Interactive Buyer Rooms for real-time deal negotiation
- Seamless CRM integrations and analytics for sales insights
Cons
- Steep learning curve for non-technical users
- Pricing can be high for smaller teams
- Limited customization in template design without developer help
Best For
Mid-market to enterprise sales teams managing complex, high-value B2B deals requiring guided selling and collaboration.
Pricing
Custom enterprise pricing, typically starting at $75-150/user/month (billed annually) with tiers based on features and users.
Templafy
enterpriseEnterprise document automation for generating compliant sales proposals from centralized templates.
Advanced Template Governance Engine for controlling versions, approvals, and brand compliance across teams
Templafy is a document automation platform that specializes in streamlining the creation, management, and distribution of sales proposals, contracts, and other business documents. It offers a centralized template repository, real-time co-authoring, and integrations with CRM systems like Salesforce and HubSpot to dynamically populate data and ensure brand consistency. This enables sales teams to generate personalized proposals faster while maintaining compliance and governance standards.
Pros
- Powerful centralized template management with governance controls
- Seamless CRM integrations for automated data population
- Enterprise-grade security and compliance features
Cons
- Higher pricing suited more for enterprises than SMBs
- Steeper learning curve for complex automations
- Limited native e-signature compared to proposal-focused competitors
Best For
Mid-to-large enterprises with heavy document workflows needing robust automation and compliance in sales proposals.
Pricing
Quote-based enterprise pricing, typically starting at €10-25 per user/month based on features and scale.
Conclusion
Navigating sales proposal automation reveals a standout trio, each with distinct strengths. At the top, PandaDoc excels with its full suite—dynamic templates, CRM integrations, and e-signing—streamlining every stage. Proposify and Qwilr follow, offering intuitive drag-and-drop editing and multimedia-rich web proposals, ensuring there’s a tool for nearly every sales need.
Ready to boost your sales efficiency? Start with PandaDoc today to experience seamless creation, collaboration, and conversion—your team (and results) will benefit greatly.
Tools Reviewed
All tools were independently evaluated for this comparison