Quick Overview
- 1#1: PandaDoc - Create, send, track, and e-sign interactive sales proposals with CRM integrations and real-time analytics.
- 2#2: Proposify - Streamline sales proposals with customizable templates, team collaboration, and payment collection features.
- 3#3: Qwilr - Design interactive web-based proposals that engage prospects with multimedia and analytics.
- 4#4: Better Proposals - Affordable proposal software with automation, e-signatures, and payment processing for small teams.
- 5#5: Nusii - Manage sales proposals with reusable templates, client collaboration, and workflow automation.
- 6#6: GetAccept - Enhance proposals with video personalization, engagement tracking, and digital sales room features.
- 7#7: Storydoc - Build AI-powered interactive storydocs for sales proposals that boost engagement and conversions.
- 8#8: Loopio - Automate complex RFP and sales proposal responses with AI collaboration and content library.
- 9#9: RFPIO - AI-driven platform for managing RFPs, security questionnaires, and sales proposals efficiently.
- 10#10: DealHub - CPQ solution with dynamic proposal generation, guided selling, and contract management.
We ranked these tools based on key factors: robust feature sets (including customization, e-signatures, and CRM integrations), user-friendly design, actionable analytics, and overall value, ensuring each solution delivers tangible benefits for streamlining workflows and boosting sales performance.
Comparison Table
Explore leading sales proposal software options, including tools like PandaDoc, Proposify, Qwilr, Better Proposals, Nusii, and more, in this comparison table. Learn how these platforms perform across key metrics—such as design flexibility, automation features, and pricing—to identify the ideal fit for streamlining your sales process.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | PandaDoc Create, send, track, and e-sign interactive sales proposals with CRM integrations and real-time analytics. | specialized | 9.6/10 | 9.8/10 | 9.3/10 | 9.1/10 |
| 2 | Proposify Streamline sales proposals with customizable templates, team collaboration, and payment collection features. | specialized | 9.1/10 | 9.4/10 | 8.9/10 | 8.6/10 |
| 3 | Qwilr Design interactive web-based proposals that engage prospects with multimedia and analytics. | specialized | 8.7/10 | 9.0/10 | 8.8/10 | 8.2/10 |
| 4 | Better Proposals Affordable proposal software with automation, e-signatures, and payment processing for small teams. | specialized | 8.7/10 | 8.8/10 | 9.2/10 | 8.5/10 |
| 5 | Nusii Manage sales proposals with reusable templates, client collaboration, and workflow automation. | specialized | 8.7/10 | 8.8/10 | 9.2/10 | 8.3/10 |
| 6 | GetAccept Enhance proposals with video personalization, engagement tracking, and digital sales room features. | specialized | 8.7/10 | 9.2/10 | 8.5/10 | 8.0/10 |
| 7 | Storydoc Build AI-powered interactive storydocs for sales proposals that boost engagement and conversions. | general_ai | 8.7/10 | 9.2/10 | 8.4/10 | 8.1/10 |
| 8 | Loopio Automate complex RFP and sales proposal responses with AI collaboration and content library. | enterprise | 8.7/10 | 9.2/10 | 8.5/10 | 8.0/10 |
| 9 | RFPIO AI-driven platform for managing RFPs, security questionnaires, and sales proposals efficiently. | enterprise | 8.1/10 | 8.7/10 | 7.6/10 | 7.8/10 |
| 10 | DealHub CPQ solution with dynamic proposal generation, guided selling, and contract management. | enterprise | 7.9/10 | 8.4/10 | 7.5/10 | 7.6/10 |
Create, send, track, and e-sign interactive sales proposals with CRM integrations and real-time analytics.
Streamline sales proposals with customizable templates, team collaboration, and payment collection features.
Design interactive web-based proposals that engage prospects with multimedia and analytics.
Affordable proposal software with automation, e-signatures, and payment processing for small teams.
Manage sales proposals with reusable templates, client collaboration, and workflow automation.
Enhance proposals with video personalization, engagement tracking, and digital sales room features.
Build AI-powered interactive storydocs for sales proposals that boost engagement and conversions.
Automate complex RFP and sales proposal responses with AI collaboration and content library.
AI-driven platform for managing RFPs, security questionnaires, and sales proposals efficiently.
CPQ solution with dynamic proposal generation, guided selling, and contract management.
PandaDoc
specializedCreate, send, track, and e-sign interactive sales proposals with CRM integrations and real-time analytics.
Live document analytics that reveal exactly which sections prospects view, how long they spend, and their engagement level in real-time.
PandaDoc is a premier sales proposal software that empowers sales teams to create, customize, send, and track professional proposals, contracts, and quotes effortlessly. It features a drag-and-drop editor, extensive template library, e-signatures, and payment integrations to streamline the entire sales document workflow. With real-time analytics and CRM integrations like Salesforce and HubSpot, it provides deep insights into prospect engagement to boost close rates.
Pros
- Robust template library and drag-and-drop editor for quick customization
- Advanced real-time tracking and analytics on document views and engagement
- Seamless integrations with CRMs, payment gateways, and collaboration tools
Cons
- Higher pricing can be steep for very small teams or startups
- Advanced features have a moderate learning curve
- Occasional performance lags with very large documents
Best For
Mid-sized to enterprise sales teams seeking to automate proposal creation, enhance tracking, and integrate with existing sales stacks.
Pricing
Essentials at $19/user/month (billed annually), Business at $49/user/month, Enterprise custom pricing; 14-day free trial available.
Proposify
specializedStreamline sales proposals with customizable templates, team collaboration, and payment collection features.
Pick, Plato, & Pack content library for effortless reuse of sales-approved content across proposals
Proposify is a comprehensive sales proposal software designed to help sales teams create, customize, and track professional proposals with ease. It features a drag-and-drop editor, reusable content libraries, electronic signatures, and real-time analytics to monitor client interactions. The platform integrates with major CRMs like Salesforce and HubSpot, enabling seamless workflows from proposal creation to deal closure.
Pros
- Intuitive drag-and-drop builder for stunning, branded proposals
- Powerful real-time tracking and engagement analytics
- Robust integrations with CRMs and tools like HubSpot and Salesforce
Cons
- Higher pricing tiers required for advanced features
- Steeper learning curve for complex customizations
- Limited mobile editing capabilities
Best For
Mid-sized sales teams seeking polished, trackable proposals to accelerate deal cycles.
Pricing
Essentials at $19/user/month (annual), Professional at $49/user/month, Premium at $59/user/month; Enterprise custom.
Qwilr
specializedDesign interactive web-based proposals that engage prospects with multimedia and analytics.
Page-based interactive proposals that function like dynamic websites with multimedia embeds and live forms
Qwilr is a sales proposal software that transforms traditional PDFs into interactive, web-page-like proposals with embedded videos, images, forms, and pricing tables. It provides real-time analytics to track prospect engagement, such as time spent on pages and click-through rates, helping sales teams optimize their pitch. The platform integrates seamlessly with CRMs like Salesforce and HubSpot, streamlining workflows from creation to e-signature.
Pros
- Highly interactive proposals that boost engagement and conversion rates
- Robust analytics for tracking viewer behavior in real-time
- Strong integrations with major CRMs and payment gateways
Cons
- Pricing escalates quickly for advanced features and teams
- Limited template variety compared to some competitors
- Can experience loading issues with media-heavy pages
Best For
B2B sales and marketing teams in agencies or services who want visually stunning, trackable proposals to stand out.
Pricing
Starts at $35/user/month (Essentials, billed annually), $59/user/month (Premium), and custom Enterprise plans; 14-day free trial available.
Better Proposals
specializedAffordable proposal software with automation, e-signatures, and payment processing for small teams.
Real-time client activity tracking with heatmaps and notifications, revealing exactly how prospects interact with your proposals.
Better Proposals is a cloud-based platform that enables sales teams to create stunning, interactive proposals, quotes, and contracts using a drag-and-drop editor and pre-built templates. It streamlines the sales process with features like embedded videos, payment integrations, e-signatures, and real-time tracking of client interactions. The software helps convert leads into clients by providing analytics on views, time spent, and engagement.
Pros
- Intuitive drag-and-drop builder with beautiful, mobile-responsive templates
- Integrated payments (Stripe, PayPal) and e-signatures for seamless closing
- Detailed analytics and notifications on proposal engagement
Cons
- Limited advanced integrations compared to enterprise CRM tools
- Some customization options locked behind higher-tier plans
- No perpetual free plan, only a 14-day trial
Best For
Sales professionals, freelancers, and agencies seeking an easy-to-use tool to create professional proposals that drive faster deal closures.
Pricing
Starts at $19/month (Pro, billed annually) for basic features; Team at $49/month, Business at $119/month; Enterprise custom pricing.
Nusii
specializedManage sales proposals with reusable templates, client collaboration, and workflow automation.
Interactive proposal elements like videos, pricing tables, and forms that boost client engagement and conversion rates
Nusii is a user-friendly proposal software that enables sales teams to create, customize, send, and track professional proposals efficiently. It features drag-and-drop templates, interactive elements, e-signatures, and payment integrations to streamline the sales process. The platform provides real-time analytics on proposal engagement, helping users optimize conversions.
Pros
- Intuitive drag-and-drop editor for quick proposal creation
- Built-in e-signatures, payments, and detailed engagement analytics
- Beautiful, mobile-responsive templates that impress clients
Cons
- Limited integrations compared to larger competitors
- No free plan or trial beyond 14 days
- Advanced features locked behind higher pricing tiers
Best For
Small to medium-sized sales teams seeking an easy, design-focused tool for creating standout proposals without needing graphic design expertise.
Pricing
Starts at $29/user/month (Starter, billed annually), up to $129/user/month (Premium); 14-day free trial available.
GetAccept
specializedEnhance proposals with video personalization, engagement tracking, and digital sales room features.
Personalized video messages embedded in proposals that boost open rates and buyer interaction.
GetAccept is a sales enablement platform designed to streamline the proposal process with electronic signatures, document tracking, and personalized sales content. It allows sales teams to send interactive proposals, monitor real-time engagement metrics like views and reads, and automate follow-ups. The tool integrates seamlessly with CRMs such as Salesforce and HubSpot, enhancing visibility into buyer behavior throughout the sales cycle.
Pros
- Robust engagement analytics and real-time notifications
- Personalized video proposals for higher conversion rates
- Strong CRM integrations and e-signature capabilities
Cons
- Pricing scales quickly for larger teams
- Limited free tier or trial depth
- Some advanced customizations require enterprise plan
Best For
Mid-sized sales teams seeking to track proposal engagement and accelerate deal closures with interactive content.
Pricing
Starts at $49/user/month (billed annually) for Essentials; Pro at $99/user/month and custom Enterprise pricing.
Storydoc
general_aiBuild AI-powered interactive storydocs for sales proposals that boost engagement and conversions.
Advanced engagement analytics with heatmaps and real-time notifications on what prospects view, skip, or interact with
Storydoc is a web-based platform designed for creating interactive sales proposals, pitch decks, and reports that replace static PDFs and PowerPoints. It offers customizable templates, dynamic content like embedded videos and forms, personalization options, and advanced analytics to track viewer engagement. Sales teams use it to craft compelling, trackable narratives that improve conversion rates in B2B deal cycles.
Pros
- Superior interactive elements and analytics for tracking prospect engagement
- Professional templates optimized for sales storytelling
- Seamless personalization and CRM integrations like Salesforce
Cons
- Pricing can be steep for small teams or basic needs
- Limited offline editing and printing capabilities
- Steeper learning curve for custom advanced interactions
Best For
B2B sales teams seeking to differentiate proposals with interactive, data-driven experiences to boost win rates.
Pricing
Starts at $30/user/month (Pro plan) billed annually, with Business ($50/user/month) and custom Enterprise options; free trial available.
Loopio
enterpriseAutomate complex RFP and sales proposal responses with AI collaboration and content library.
AI Content Assistant that intelligently matches and auto-inserts optimized content from the library
Loopio is a proposal management platform that automates the creation, review, and delivery of sales proposals, RFPs, and security questionnaires. It features a centralized content library powered by AI to match and suggest relevant content, collaborative workflows for team reviews, and integrations with CRM tools like Salesforce. This enables sales teams to produce consistent, compliant documents faster while reducing manual effort.
Pros
- AI-driven content matching accelerates proposal assembly
- Centralized library ensures content consistency and compliance
- Strong integrations and collaboration tools for enterprise teams
Cons
- Pricing is premium and may not suit small teams
- Initial library setup and training have a learning curve
- Limited advanced customization compared to some competitors
Best For
Mid-market to enterprise sales teams handling complex, high-volume RFPs and proposals.
Pricing
Custom enterprise pricing; starts around $50/user/month for basic plans, scaling to $100+/user/month for advanced features with annual contracts.
RFPIO
enterpriseAI-driven platform for managing RFPs, security questionnaires, and sales proposals efficiently.
AI-powered Smart Response with patented content intelligence for precise matching and generation
RFPIO is a robust response management platform tailored for sales teams to efficiently handle RFPs, RFIs, sales proposals, and security questionnaires. It centralizes content in a searchable library with AI-powered auto-fill and matching to accelerate response creation. Collaboration tools enable real-time editing, approvals, and analytics to track proposal performance and improve win rates.
Pros
- AI-driven content search and auto-suggestions speed up proposal assembly
- Strong collaboration and workflow automation for team efficiency
- Deep integrations with CRM tools like Salesforce and Microsoft Office
Cons
- Steep learning curve for new users and complex setups
- Enterprise pricing may not suit small teams or startups
- Occasional performance lags with very large content libraries
Best For
Mid-to-large enterprises with high-volume RFP and proposal processes needing scalable automation.
Pricing
Custom quote-based pricing; typically starts at $10,000+ annually for basic plans, scaling with users and features.
DealHub
enterpriseCPQ solution with dynamic proposal generation, guided selling, and contract management.
DealRooms: Secure, collaborative online portals enabling real-time buyer-seller interactions, negotiations, and approvals.
DealHub is a sales enablement platform focused on CPQ (Configure, Price, Quote), proposal automation, and contract management to accelerate deal cycles. It allows sales teams to create dynamic, interactive proposals with guided selling, real-time pricing, and e-signatures. The platform also features collaborative DealRooms for buyer-seller interactions and integrates deeply with CRMs like Salesforce.
Pros
- Powerful CPQ engine with multi-currency and multi-language support
- Interactive DealRooms for collaborative deal negotiation
- Seamless integrations with major CRMs and e-signature tools
Cons
- Steep learning curve for complex configurations
- Pricing is custom and can be expensive for smaller teams
- Limited reporting and analytics depth compared to top competitors
Best For
Mid-market and enterprise sales teams needing guided selling and proposal automation integrated with existing CRM workflows.
Pricing
Custom enterprise pricing; typically starts at $75/user/month for core features, with add-ons for advanced capabilities.
Conclusion
Evaluating the top sales proposal software reveals a landscape of powerful tools, with PandaDoc leading as the top choice thanks to its seamless CRM integrations, real-time analytics, and robust e-sign capabilities. Proposify and Qwilr stand out as strong alternatives, offering customizable templates and interactive design features respectively, catering to diverse team needs. Together, these tools simplify proposal creation and enhance client engagement, proving instrumental in streamlining sales processes.
Don’t miss out—start with PandaDoc to unlock its full potential, or explore Proposify or Qwilr to find the ideal fit for your specific workflow and goals.
Tools Reviewed
All tools were independently evaluated for this comparison