Quick Overview
- 1#1: PandaDoc - Cloud-based platform for creating, sending, tracking, and e-signing professional quotes and proposals.
- 2#2: Proposify - Web-based proposal and quoting software that streamlines sales processes with templates and analytics.
- 3#3: Salesforce CPQ - Enterprise-grade configure-price-quote solution integrated with CRM for complex product quoting.
- 4#4: Qwilr - Interactive quoting tool that transforms proposals into mobile-friendly web pages for faster approvals.
- 5#5: HubSpot Sales Hub - CRM platform with built-in quoting features for creating and managing quotes alongside sales pipelines.
- 6#6: Zoho Quotes - Online quoting software integrated with Zoho CRM for generating customizable quotes and invoices.
- 7#7: DealHub - CPQ platform that automates guided selling and dynamic quoting for B2B sales teams.
- 8#8: Better Proposals - Simple web-based tool for crafting beautiful proposals and quotes with payment collection.
- 9#9: Quotient - Fast online quoting system allowing clients to approve, edit, and pay for quotes directly.
- 10#10: Nusii - Proposal software designed for agencies to create, negotiate, and track quotes efficiently.
Tools were selected and ranked based on features, usability, quality, and value, ensuring a curated list that balances functionality and accessibility for businesses of all sizes.
Comparison Table
Web-based quoting software simplifies sales workflows, allowing teams to craft, send, and manage proposals in real time. This comparison table explores tools like PandaDoc, Proposify, Salesforce CPQ, Qwilr, and HubSpot Sales Hub, helping readers assess features, usability, and integration to find the best fit for their business needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | PandaDoc Cloud-based platform for creating, sending, tracking, and e-signing professional quotes and proposals. | specialized | 9.5/10 | 9.8/10 | 9.2/10 | 9.0/10 |
| 2 | Proposify Web-based proposal and quoting software that streamlines sales processes with templates and analytics. | specialized | 9.2/10 | 9.5/10 | 9.0/10 | 8.7/10 |
| 3 | Salesforce CPQ Enterprise-grade configure-price-quote solution integrated with CRM for complex product quoting. | enterprise | 8.7/10 | 9.5/10 | 7.2/10 | 7.8/10 |
| 4 | Qwilr Interactive quoting tool that transforms proposals into mobile-friendly web pages for faster approvals. | specialized | 8.6/10 | 9.2/10 | 8.4/10 | 8.1/10 |
| 5 | HubSpot Sales Hub CRM platform with built-in quoting features for creating and managing quotes alongside sales pipelines. | enterprise | 8.1/10 | 7.8/10 | 9.2/10 | 7.5/10 |
| 6 | Zoho Quotes Online quoting software integrated with Zoho CRM for generating customizable quotes and invoices. | enterprise | 8.4/10 | 8.6/10 | 8.2/10 | 9.0/10 |
| 7 | DealHub CPQ platform that automates guided selling and dynamic quoting for B2B sales teams. | enterprise | 8.6/10 | 9.1/10 | 8.0/10 | 8.3/10 |
| 8 | Better Proposals Simple web-based tool for crafting beautiful proposals and quotes with payment collection. | specialized | 8.7/10 | 9.0/10 | 8.8/10 | 8.5/10 |
| 9 | Quotient Fast online quoting system allowing clients to approve, edit, and pay for quotes directly. | specialized | 8.4/10 | 8.6/10 | 9.0/10 | 8.0/10 |
| 10 | Nusii Proposal software designed for agencies to create, negotiate, and track quotes efficiently. | specialized | 8.2/10 | 8.5/10 | 9.1/10 | 7.8/10 |
Cloud-based platform for creating, sending, tracking, and e-signing professional quotes and proposals.
Web-based proposal and quoting software that streamlines sales processes with templates and analytics.
Enterprise-grade configure-price-quote solution integrated with CRM for complex product quoting.
Interactive quoting tool that transforms proposals into mobile-friendly web pages for faster approvals.
CRM platform with built-in quoting features for creating and managing quotes alongside sales pipelines.
Online quoting software integrated with Zoho CRM for generating customizable quotes and invoices.
CPQ platform that automates guided selling and dynamic quoting for B2B sales teams.
Simple web-based tool for crafting beautiful proposals and quotes with payment collection.
Fast online quoting system allowing clients to approve, edit, and pay for quotes directly.
Proposal software designed for agencies to create, negotiate, and track quotes efficiently.
PandaDoc
specializedCloud-based platform for creating, sending, tracking, and e-signing professional quotes and proposals.
Live Document collaboration allowing real-time edits, negotiations, and approvals on quotes with clients
PandaDoc is a premier web-based document automation platform specializing in quotes, proposals, contracts, and sales documents. It enables users to create dynamic, customizable quotes with pricing tables, calculations, and reusable content blocks directly in the browser. The software streamlines workflows with real-time collaboration, e-signatures, payment collection, and detailed analytics to track engagement and accelerate sales cycles.
Pros
- Dynamic pricing tables with auto-calculations, taxes, and discounts for accurate quoting
- Seamless integration of e-signatures, payments, and CRM syncs for end-to-end sales
- Advanced analytics on document views, opens, and interactions to optimize quotes
Cons
- Higher pricing tiers required for advanced features like unlimited users
- Steeper learning curve for complex templates and automations
- Occasional performance lags with large documents or high-volume usage
Best For
Sales teams and B2B businesses needing professional, trackable quotes with negotiation and closing capabilities in one platform.
Pricing
Starts at $19/user/month (Essentials, billed annually), $49/user/month (Business), custom Enterprise; 14-day free trial.
Proposify
specializedWeb-based proposal and quoting software that streamlines sales processes with templates and analytics.
Interactive proposal hotspots and detailed engagement analytics that reveal exactly how clients interact with quotes
Proposify is a web-based quoting and proposal software that enables sales teams to create, customize, and track professional proposals and quotes effortlessly. It features drag-and-drop builders, interactive elements like videos and forms, e-signatures, and payment integrations to streamline the sales process. The platform provides real-time analytics on client engagement, helping users optimize their pitches and close deals faster.
Pros
- Stunning, customizable templates with drag-and-drop editing
- Comprehensive analytics tracking client interactions in real-time
- Seamless integrations with CRMs like Salesforce and payment gateways
Cons
- Higher pricing tiers may not suit very small teams
- Advanced customization requires some learning curve
- Limited offline functionality as a web-based tool
Best For
Mid-sized sales teams and agencies needing professional, trackable proposals integrated into their sales pipeline.
Pricing
Starts at $49/user/month (Essentials, billed annually), up to $99/user/month (Enterprise); 14-day free trial available.
Salesforce CPQ
enterpriseEnterprise-grade configure-price-quote solution integrated with CRM for complex product quoting.
AI-powered Einstein CPQ for intelligent pricing recommendations and guided selling configurations
Salesforce CPQ is a powerful web-based configure-price-quote (CPQ) solution integrated into the Salesforce CRM platform, designed to streamline the creation of accurate, complex quotes for sales teams. It excels in handling intricate product configurations, dynamic pricing rules, discounts, and approvals, automating the process from quote generation to contract execution. With real-time collaboration and mobile accessibility, it reduces sales cycles and ensures pricing consistency across global teams.
Pros
- Seamless integration with Salesforce CRM for end-to-end sales automation
- Advanced configuration and pricing engines supporting complex bundles and rules
- Real-time quote accuracy with audit trails and approval workflows
Cons
- Steep learning curve and complex initial setup requiring expertise
- High cost, especially for smaller teams without existing Salesforce investment
- Customization can be time-intensive and dependent on Salesforce admins
Best For
Large enterprises with complex product catalogs and existing Salesforce CRM usage seeking enterprise-grade quoting automation.
Pricing
Pricing starts at $75/user/month (billed annually) as an add-on to Salesforce Sales Cloud Enterprise edition ($150+/user/month); total costs scale with users and customizations.
Qwilr
specializedInteractive quoting tool that transforms proposals into mobile-friendly web pages for faster approvals.
Webpage-style interactive proposals with real-time engagement analytics
Qwilr is a web-based quoting and proposal software that transforms static quotes into interactive, webpage-like documents with embedded videos, pricing tables, and custom branding. It offers real-time analytics to track client engagement, e-signatures for quick approvals, and direct payment integrations like Stripe. Ideal for sales teams, it streamlines the quoting process from creation to close, helping improve conversion rates through personalized, professional presentations.
Pros
- Interactive, mobile-responsive proposals that outperform static PDFs
- Robust analytics for tracking viewer engagement and behavior
- Seamless integrations with CRMs like Salesforce and payment gateways
Cons
- Higher pricing tiers can be expensive for small teams
- Steeper learning curve for advanced customization
- Limited offline capabilities and export options
Best For
Sales and marketing teams in agencies or service-based businesses who need visually stunning, trackable quotes to win deals.
Pricing
Starts at $35/user/month (Essentials, billed annually) up to $119/user/month (Elite), with custom Enterprise plans; 14-day free trial available.
HubSpot Sales Hub
enterpriseCRM platform with built-in quoting features for creating and managing quotes alongside sales pipelines.
Automatic quote generation from CRM deals with one-click sharing and interaction tracking
HubSpot Sales Hub is a web-based CRM platform with integrated quoting tools that enable sales teams to create customizable quotes, proposals, and invoices directly from deals and contacts. It supports branding, templates, line items, discounts, e-signatures, and payment collection via Stripe, all while tracking quote views and interactions. Ideal for streamlining sales processes, it ties quotes seamlessly into pipelines for better forecasting and follow-up.
Pros
- Seamless integration with CRM for automatic data population from deals and contacts
- Intuitive drag-and-drop quote builder with templates and real-time tracking
- Built-in e-signatures and payment processing for faster closes
Cons
- Lacks advanced CPQ features for complex product configurations or bundles
- Full quoting capabilities require paid tiers, which can get expensive for large teams
- Overkill for users needing only standalone quoting without CRM needs
Best For
Sales teams using HubSpot CRM who want integrated, easy quoting tied to pipelines and customer data.
Pricing
Free CRM tools with basic quoting; Sales Hub Starter at $20/user/month; Professional at $90/user/month (billed annually).
Zoho Quotes
enterpriseOnline quoting software integrated with Zoho CRM for generating customizable quotes and invoices.
One-click conversion of quotes to sales orders, invoices, or subscriptions directly within the Zoho ecosystem
Zoho Quotes is a web-based quoting software integrated into the Zoho CRM ecosystem, designed to help businesses create, customize, send, and track professional quotes, proposals, and estimates. It supports features like e-signatures, multi-currency handling, tax automation, and client portals for easy acceptance and payments. The tool streamlines the sales quoting process by allowing direct conversion of quotes into sales orders, invoices, or subscriptions within Zoho's suite.
Pros
- Deep integration with Zoho CRM, Books, and Inventory for seamless workflows
- Highly customizable templates with branding, multi-language, and multi-currency support
- Built-in e-signatures and client portal for faster approvals and payments
Cons
- Full functionality shines best within the Zoho ecosystem, less ideal as a standalone tool
- Advanced automation and reporting require higher-tier CRM plans
- Interface can feel overwhelming for users new to Zoho's dashboard
Best For
Small to medium-sized businesses using Zoho apps or seeking an affordable, integrated quoting solution with CRM ties.
Pricing
Included in Zoho CRM plans: Free edition available; Standard at $14/user/mo, Professional $23/user/mo, Enterprise $40/user/mo (billed annually).
DealHub
enterpriseCPQ platform that automates guided selling and dynamic quoting for B2B sales teams.
DealRooms for secure, collaborative deal negotiation and real-time updates with buyers
DealHub is a web-based CPQ (Configure, Price, Quote) platform designed to accelerate sales cycles by enabling teams to generate accurate quotes, proposals, and contracts quickly. It integrates seamlessly with CRMs like Salesforce and HubSpot, offering guided selling, dynamic pricing, and buyer self-service portals. The platform also supports e-signatures, payments, and analytics to streamline the entire deal-closing process.
Pros
- Powerful CPQ engine with dynamic pricing and configuration rules
- Deep integrations with CRM and ERP systems for real-time data sync
- End-to-end deal management including e-sign, payments, and DealRooms for collaboration
Cons
- Steep setup and customization learning curve for complex deployments
- Pricing is quote-based and can be expensive for small teams
- Limited transparency on advanced analytics without higher tiers
Best For
Mid-market to enterprise sales teams handling complex B2B deals with variable pricing and long sales cycles.
Pricing
Custom quote-based pricing; typically starts at $50-100/user/month, with enterprise plans from $25,000/year minimum.
Better Proposals
specializedSimple web-based tool for crafting beautiful proposals and quotes with payment collection.
Interactive proposals where clients can approve, sign electronically, and pay instantly without leaving the document
Better Proposals is a web-based platform specializing in creating interactive, professionally designed proposals and quotes that help sales teams close deals faster. It features a drag-and-drop builder for customizing templates with images, videos, and pricing tables, plus built-in e-signatures, payment integrations like Stripe, and real-time tracking of client views and interactions. The tool emphasizes mobile-responsive designs that stand out from traditional PDFs, making it easier to win business through engaging presentations.
Pros
- Stunning, customizable templates that look like modern websites
- Seamless e-sign, payment collection, and client portals in one tool
- Comprehensive tracking and analytics for proposal performance
Cons
- Team collaboration features require higher pricing tiers
- Limited advanced automation without integrations
- Free plan is very restricted, pushing quick upgrades
Best For
Freelancers, agencies, and small sales teams seeking visually impressive proposals to boost conversion rates.
Pricing
Starts at $19/month (Starter, annual) for individuals; Business $49/month, Premium $99/month; 14-day free trial, no free plan.
Quotient
specializedFast online quoting system allowing clients to approve, edit, and pay for quotes directly.
Interactive client portals allowing online approvals, line-item edits, and payments without email back-and-forth
Quotient is a web-based quoting software designed to help sales teams create professional, interactive quotes and proposals quickly. It features drag-and-drop builders, customizable templates, e-signatures, and payment integrations to close deals faster. The platform tracks client interactions in real-time, providing analytics on views and approvals to optimize the sales pipeline.
Pros
- Intuitive drag-and-drop interface for quick quote creation
- Real-time tracking and analytics for client engagement
- Seamless integrations with CRMs like HubSpot and Salesforce
Cons
- Limited advanced automation compared to enterprise tools
- Pricing scales quickly for teams with multiple users
- Mobile app lacks full desktop functionality
Best For
Small to medium-sized sales teams seeking an easy-to-use platform for professional quotes and faster deal closures.
Pricing
Starts at $49/user/month (Essentials), $99/user/month (Pro), with Enterprise custom pricing; 14-day free trial available.
Nusii
specializedProposal software designed for agencies to create, negotiate, and track quotes efficiently.
Modular proposals allowing clients to approve individual sections separately for faster deal closures
Nusii is a web-based proposal and quoting software tailored for agencies, freelancers, and sales teams to create professional, interactive proposals quickly. It features drag-and-drop templates, electronic signatures, payment gateways like Stripe, and client engagement tracking to streamline the sales process. The platform emphasizes beautiful, mobile-responsive designs that help close deals faster by providing real-time insights into client interactions.
Pros
- Stunning, customizable templates with drag-and-drop editor
- Integrated e-signatures and one-click payments
- Detailed client tracking and engagement analytics
Cons
- Higher pricing for full feature access
- Limited third-party integrations
- No free plan, only a 14-day trial
Best For
Agencies and freelancers who prioritize visually appealing, trackable proposals to win clients without design expertise.
Pricing
Pro plan at $49/month (billed annually), Business at $99/month; 14-day free trial available.
Conclusion
The top 10 tools offer diverse features, with PandaDoc leading as the top choice due to its robust cloud-based quoting, e-signing, and tracking capabilities. Proposify and Salesforce CPQ stand as strong alternatives, each excelling in streamlined sales processes and enterprise-grade CRM integration. Whether prioritizing simplicity, complexity, or integration, these tools enhance sales efficiency, with PandaDoc emerging as the standout pick.
Ready to transform your quoting process? Start with PandaDoc—its comprehensive platform delivers the tools needed to create professional quotes, secure approvals, and close deals faster, making it the ideal choice for anyone seeking top-tier quoting software.
Tools Reviewed
All tools were independently evaluated for this comparison
Referenced in the comparison table and product reviews above.