15 Best Proposal and Quotation Software for Sales Teams

1. PandaDoc – Best Overall Proposal and Quotation Software

PandaDoc is a document automation platform that helps sales teams create proposals, quotations, contracts, and other business documents. It is particularly useful for organizations that want to manage document creation, approval, electronic signatures, and customer acceptance in one place.

The platform provides customizable templates that allow sales representatives to prepare professional documents without starting from scratch. Businesses can insert company branding, service descriptions, pricing tables, product information, and contract terms.

One useful feature is its document tracking capability. Sales representatives can monitor when a recipient opens a proposal and use engagement information to plan appropriate follow-ups. Depending on the subscription, PandaDoc also supports payment collection, approval workflows, and CRM integrations.

For example, a digital marketing agency can create a proposal containing SEO services, social media management, advertising packages, and monthly prices. The customer can review the offer and sign electronically.

Key features:

• Proposal and quotation templates.
• Interactive pricing tables.
• Electronic signatures.
• Document tracking and notifications.
• Approval workflows.
• Payment collection and CRM integrations on eligible plans.

Best for: Small and medium-sized sales teams that need proposals, quotations, contracts, and signatures in one platform.

2. Proposify – Best for Professional Sales Proposals

Proposify is designed to help sales teams create, deliver, and manage professional proposals. It is especially useful for agencies, consulting firms, and B2B businesses that regularly prepare customized offers for potential customers.

The platform provides proposal templates, reusable content sections, pricing tables, and electronic signature capabilities. Sales managers can establish standardized content so representatives do not need to recreate company descriptions, service terms, and other frequently used information.

Its analytics capabilities can help sales teams understand how recipients interact with proposals. This information can support follow-up decisions and help organizations evaluate which parts of their documents receive attention.

Proposify also offers approval controls that can help businesses manage discounts and other commercial terms. These controls are important when several representatives prepare quotations on behalf of the same company.

Key features:

• Reusable proposal templates.
• Custom branding and content libraries.
• Interactive pricing.
• Electronic signatures.
• Proposal analytics.
• Internal approval workflows.

Best for: Agencies, consultants, and sales teams that want consistent, professionally designed proposals with stronger internal controls.

3. Qwilr – Best for Interactive Web-Based Proposals

Qwilr takes a different approach to proposal creation by allowing businesses to create proposals as interactive web pages rather than relying entirely on traditional PDF documents.

This format can make proposals more engaging, particularly when a company wants to present services, explain project deliverables, display images, or communicate pricing options.

Sales representatives can create reusable templates and customize them for individual prospects. Customers can review proposals through a web link, explore the content, and use supported features to accept offers, sign documents, or make payments.

For example, a web development agency could create a proposal showing project phases, design examples, website features, delivery timelines, and optional maintenance packages. The prospect can review the offer in a browser without downloading a large document.

Qwilr also provides engagement analytics and integrations that can help sales teams manage their proposal workflow.

Key features:

• Interactive web proposals.
• Customizable templates.
• Pricing and quote blocks.
• Electronic signatures.
• Payment functionality.
• Proposal engagement analytics.

Best for: Creative agencies, technology companies, and B2B sales teams that want visually engaging proposals.

4. QuoteWerks – Best for Detailed Business Quotations

QuoteWerks is a quotation and proposal management platform designed for businesses that prepare detailed product and service quotes. It is particularly relevant to technology resellers, IT service providers, managed service providers, and businesses that work with distributors.

Unlike tools that primarily focus on document design, QuoteWerks places significant emphasis on quotation preparation, product information, pricing, and sales workflows.

Businesses can create quotes using product databases, organize line items, calculate prices, and generate professional documents. Its integration capabilities can help connect quotation activities with CRM, accounting, and other business applications.

A technology reseller, for example, could prepare a quotation containing computers, networking equipment, software licenses, installation services, and support agreements. Instead of calculating each component manually, the sales representative can use the platform’s product and pricing features.

QuoteWerks also offers customer-facing quotation capabilities through QuoteValet, supporting online quote review and acceptance.

Key features:

• Detailed product and service quotations.
• Product database management.
• Pricing and margin calculations.
• CRM and accounting integrations.
• Electronic quote acceptance.
• Supplier and distributor data capabilities.

Best for: IT resellers, technology distributors, MSPs, and businesses that prepare complex product quotations.

5. Better Proposals – Best Affordable Proposal Software

Better Proposals is a proposal creation platform aimed at freelancers, agencies, consultants, and smaller sales teams.

Its main advantage is simplicity. Businesses can use ready-made templates to create professional proposals without spending considerable time designing documents. The platform supports branding, pricing sections, electronic signatures, and proposal tracking.

For a small marketing agency, for example, a proposal might include website design, search engine optimization, content creation, and monthly marketing management. The agency can reuse the same structure while adjusting the services and prices for each customer.

Better Proposals also provides features that help salespeople monitor customer engagement and organize follow-ups.

Businesses should review the available sending limits and integration options when comparing subscription plans.

Key features:

• Ready-made proposal templates.
• Custom branding.
• Pricing tables.
• Electronic signatures.
• Proposal tracking.
• Payment and CRM-related integrations on supported plans.

Best for: Freelancers, consultants, small agencies, and businesses that want affordable proposal creation.

6. GetAccept – Best for Digital Sales Rooms and Buyer Engagement

GetAccept is a digital sales engagement platform that helps sales teams manage proposals, contracts, electronic signatures, and interactions with prospective customers.

One of its strengths is its focus on the buyer experience. Instead of simply sending a document as an attachment, sales representatives can provide a digital environment where customers review documents and interact with the sales process.

The platform supports proposal delivery, document tracking, electronic signatures, and sales-related integrations. Depending on the plan, teams may also access video messaging and additional collaboration capabilities.

This can be valuable for B2B organizations selling expensive products or services that require input from multiple decision-makers.

For example, a software company selling an enterprise subscription may need to communicate with an IT manager, finance director, and procurement team. GetAccept can help organize the document exchange and make the buying process easier to follow.

Key features:

• Digital sales rooms.
• Proposal and contract management.
• Electronic signatures.
• Document tracking.
• Video messaging capabilities.
• CRM integrations.

Best for: B2B sales teams managing complex deals and multiple customer stakeholders.

7. DealHub – Best for Complex Pricing and CPQ Automation

DealHub is a Configure, Price, Quote (CPQ) and sales engagement platform designed for organizations with more complicated selling requirements.

CPQ software helps sales teams configure products or services, calculate prices, apply commercial rules, and generate accurate quotations.

DealHub is useful when a business sells configurable products, subscriptions, bundles, or service packages. Instead of relying on individual representatives to calculate every price, companies can establish pricing rules and approval processes.

For example, a SaaS company selling different subscription tiers may need to calculate prices based on the number of users, selected modules, contract duration, and optional services. DealHub can support this type of structured quoting process.

The platform also offers contract and digital sales capabilities, helping businesses manage more of the sales cycle.

Its complexity and pricing make it more suitable for established sales organizations than very small companies with simple quotation needs.

Key features:

• Product configuration.
• Automated pricing calculations.
• Discount and approval controls.
• Subscription quoting.
• Proposal generation.
• CRM integration.

Best for: SaaS companies, mid-market businesses, and organizations with complex pricing structures.

8. Quoter – Best for IT Service Providers and MSPs

Quoter is a quotation platform designed to simplify the process of preparing and managing business quotes. It is particularly relevant to IT service providers, managed service providers, technology resellers, and other businesses that frequently quote products and services.

Its features help businesses organize product information, build quotations, and present pricing in a professional format.

A managed IT services company, for example, could prepare a quote covering network installation, cybersecurity monitoring, cloud subscriptions, technical support, and equipment purchases.

Quoter can help reduce repetitive document preparation and support a more standardized quotation process. Its integrations can also connect quoting activities with other business systems.

Companies considering the platform should check whether its available product catalog, integrations, and pricing workflows match their particular industry requirements.

Key features:

• Product and service quotation creation.
• Reusable quote templates.
• Pricing management.
• Electronic quote acceptance.
• CRM and business application integrations.
• Sales workflow support.

Best for: MSPs, IT consultants, technology resellers, and service providers that regularly prepare itemized quotes.

9. Quotient – Best for Simple Online Quotations

Quotient is a quotation management platform that helps businesses create and send professional quotes online.

Its straightforward approach makes it attractive to service businesses and smaller organizations that do not need a complicated CPQ system.

Businesses can create quotations, add descriptions and prices, and send customers a link to review the offer. Customers can accept quotations online, helping reduce the delays associated with printing, signing, scanning, and returning documents.

For example, a home renovation company can prepare a quote containing labor, materials, equipment, and additional services. The customer can review the costs and accept the quotation electronically.

Quotient is focused on the quotation process rather than providing a complete enterprise sales management system. Businesses that need extensive contract management, advanced CRM automation, or complex product configuration may need additional software.

Key features:

• Online quotation creation.
• Reusable templates.
• Customer acceptance.
• Quote tracking.
• Pricing and line-item management.
• Business workflow integrations.

Best for: Small service businesses, contractors, and companies that need straightforward online quotations.

10. Conga – Best for Enterprise Quotation and Contract Management

Conga provides document automation, contract lifecycle management, and CPQ-related capabilities for businesses with advanced commercial requirements.

Its products are designed to help organizations manage complex documents, pricing structures, approvals, and customer agreements.

For large sales teams, maintaining consistent pricing and contract terms across multiple departments can be challenging. Conga can help standardize document creation and connect quotation activities with broader business processes.

For example, a company selling enterprise technology solutions may need to prepare quotations involving multiple products, service agreements, regional pricing, and negotiated contract terms. Its sales and legal teams can benefit from a more controlled document workflow.

Conga is generally more suitable for medium-sized and enterprise organizations than small companies seeking a simple quotation generator. Implementation requirements and pricing should be discussed with the vendor.

Key features:

• CPQ capabilities.
• Document generation.
• Contract lifecycle management.
• Approval workflows.
• CRM integrations.
• Enterprise document automation.

Best for: Large organizations with complex pricing, contract, and document management requirements.

11. HoneyBook – Best for Service-Based Businesses

HoneyBook is a business management platform that combines client management, proposals, contracts, invoices, and payments.

It is particularly suitable for businesses that sell customized services and need to manage the customer journey from inquiry to payment.

For example, a photography business can receive a customer inquiry, send a service proposal, present package options, collect a signature, and request a deposit. Managing these activities in one platform can reduce administrative work.

HoneyBook also provides scheduling, communication, and automation features that support client management.

It is not designed primarily as an advanced enterprise CPQ platform. Businesses selling highly configurable products or managing large B2B sales pipelines may need a more specialized solution.

Key features:

• Client proposals.
• Contracts and electronic signatures.
• Invoicing and payment collection.
• Appointment scheduling.
• Client communication.
• Workflow automation.

Best for: Photographers, event planners, consultants, creative professionals, and service businesses.

12. Bonsai – Best for Freelancers and Independent Consultants

Bonsai is a business management platform designed for freelancers, independent professionals, and small service companies.

It provides tools for creating proposals, managing contracts, preparing invoices, tracking projects, and organizing client information.

A freelance web designer, for example, can prepare a proposal describing website development, design revisions, hosting setup, and maintenance services. After the customer accepts the offer, the freelancer can continue managing contracts, invoices, and project activities through the platform.

Bonsai is particularly useful for professionals who do not need a complicated sales department but still want a structured client management process.

Its suitability depends on the business model and selected subscription. Companies should check which plans include proposals and related features.

Key features:

• Proposal templates.
• Contract management.
• Invoicing and payments.
• Client management.
• Project tracking.
• Business workflow automation.

Best for: Freelancers, consultants, and independent service providers.

13. Nusii – Best for Small Agencies and Consultants

Nusii is proposal software focused on helping service businesses create professional proposals quickly.

It is useful for agencies and consultants that repeatedly present similar services to different customers. Rather than building every document from the beginning, users can reuse proposal content and customize the relevant sections.

For example, a branding agency can create a proposal template containing brand strategy, logo development, visual identity, and brand guidelines. Each new proposal can be adapted to the prospect’s requirements and budget.

The platform’s focused approach makes it attractive to smaller businesses that do not need extensive enterprise document management.

However, organizations with complex quotation rules, extensive CRM requirements, or sophisticated approval processes may need a broader platform.

Key features:

• Reusable proposal templates.
• Custom proposal content.
• Branding and document presentation.
• Pricing sections.
• Electronic acceptance and signing capabilities.
• Proposal management.

Best for: Small creative agencies, consultants, and service businesses that send recurring proposals.

14. Storydoc – Best for Visually Engaging Sales Proposals

Storydoc helps businesses create interactive, presentation-style documents for sales and business communication.

It is particularly useful when a company wants to communicate its value through visual storytelling rather than relying on a traditional text-heavy proposal.

Sales teams can use templates, interactive content, and visual elements to present services, explain solutions, and guide prospects through an offer.

For example, a technology company could create a proposal explaining a software implementation project through visual sections covering business challenges, recommended solutions, expected benefits, pricing, and next steps.

Its presentation-focused approach can help businesses make proposals more engaging. However, buyers should confirm that the platform’s quotation, signature, and payment capabilities meet their requirements before choosing it as a complete quoting solution.

Key features:

• Interactive business documents.
• Presentation-style proposals.
• Reusable templates.
• Visual storytelling.
• Engagement analytics.
• Sharing and collaboration capabilities.

Best for: Technology companies, creative agencies, and sales teams that rely on visually engaging presentations.

15. Zoho CRM – Best for Businesses Already Using Zoho

Zoho CRM is a customer relationship management platform that supports sales processes, including quotations and document-related workflows.

It helps businesses manage leads, contacts, accounts, and opportunities while connecting sales activities with other business applications.

Companies using Zoho CRM can manage quotation-related processes alongside customer information and deal records. Depending on their configuration and connected Zoho applications, they can also integrate invoicing, inventory, and other commercial activities.

For example, a wholesale business can manage customer inquiries, track opportunities, and prepare quotations based on its products and pricing information.

Zoho’s wider ecosystem is a significant advantage for companies that want to connect sales operations with accounting, finance, and customer support.

However, it may require configuration to support specialized quotation requirements. Businesses with complex product configuration and pricing rules should compare its capabilities with dedicated CPQ platforms.

Key features:

• Lead and opportunity management.
• Quotation-related sales workflows.
• Customer and product records.
• Workflow automation.
• CRM integrations.
• Connections with Zoho business applications.

Best for: Small and medium-sized businesses that already use Zoho or want a connected business software ecosystem.

Comparison of the 15 Best Proposal and Quotation Software Platforms

Software	Best for	Main strength
PandaDoc	General sales teams	Proposals, quotes, signatures, and payments
Proposify	Agencies and B2B sales	Proposal design and approvals
Qwilr	Interactive proposals	Web-based documents
QuoteWerks	Product quotations	Detailed quoting and integrations
Better Proposals	Small businesses	Affordable proposal creation
GetAccept	Complex B2B deals	Digital sales rooms
DealHub	Advanced pricing	CPQ and guided selling
Quoter	IT service providers	Product and service quotes
Quotient	Simple quotations	Online quote acceptance
Conga	Enterprises	CPQ and contract management
HoneyBook	Service businesses	Proposals, contracts, and payments
Bonsai	Freelancers	Client proposals and invoicing
Nusii	Small agencies	Reusable proposals
Storydoc	Visual sales presentations	Interactive documents
Zoho CRM	Zoho users	Connected CRM and quotation workflows

Proposal Software vs. Quotation Software: What Is the Difference?

Although proposal and quotation software are frequently grouped together, they serve slightly different purposes.

A proposal is a document that explains how a business intends to solve a customer’s problem. It may include a description of the customer’s requirements, the recommended solution, project scope, deliverables, timeline, pricing, and commercial terms.

A quotation is generally more focused on the financial details of an offer. It identifies the products or services being supplied, quantities, unit prices, discounts, taxes, and total costs.

Consider a company selling website development services.

Its proposal may explain the website strategy, design approach, technical requirements, delivery schedule, and expected business benefits. The quotation may provide the exact prices for design, development, hosting setup, content migration, and maintenance.

Some software platforms support both documents, while others specialize in one area.

For businesses with simple service offerings, a combined proposal and quotation platform may be sufficient. Companies selling configurable products, subscriptions, or large equipment orders may benefit more from dedicated CPQ software.

How to Choose the Best Proposal and Quotation Software

Selecting software should involve more than comparing templates and subscription prices. The platform must support the way your sales team prepares offers, manages approvals, and converts prospects into customers.

1. Understand Your Quotation Requirements

Start by identifying the information your sales representatives need to include in quotations.

A company selling professional services may need descriptions, project milestones, hourly rates, and payment schedules. A distributor may require product codes, quantities, unit prices, taxes, discounts, and inventory information.

Choose software that can represent your products and services accurately.

2. Look for Reusable Templates

Templates help sales teams create consistent documents and reduce preparation time.

Your platform should allow users to reuse approved company descriptions, service packages, product information, pricing sections, and terms and conditions.

This also reduces the risk of representatives sending customers outdated or inconsistent information.

3. Check Pricing and Approval Controls

Sales representatives should not have unlimited freedom to change commercial terms if the company has strict pricing policies.

Look for features that support discount limits, approval requests, pricing rules, and management authorization.

For example, a business may allow sales representatives to offer discounts of up to 5% independently, while discounts above that amount require approval from a sales manager.

4. Evaluate Electronic Signatures

Electronic signatures can remove unnecessary delays from the acceptance process.

Instead of printing, signing, scanning, and emailing documents, customers can review and sign supported documents electronically.

Businesses should confirm the provider’s signature capabilities, audit records, identity verification options, and suitability for the types of agreements they use.

5. Consider CRM Integration

Proposal and quotation software should connect with the CRM used by your sales team whenever possible.

This can help representatives generate documents using existing customer and deal information. It also reduces duplicate data entry and makes it easier to track which proposals have been sent and accepted.

6. Examine Reporting and Tracking

Sales managers should be able to monitor proposal activity and identify bottlenecks.

Useful information includes the number of proposals sent, acceptance rates, average time to close, and the value of accepted quotations.

Some platforms also provide document engagement information, such as when a customer opens a proposal. This can help representatives plan follow-ups, although document activity should not be mistaken for a confirmed buying decision.

7. Compare the Total Cost

Subscription prices can vary significantly. Some platforms charge per user, others offer packages based on document volume, and enterprise CPQ systems may require customized contracts.

Before purchasing, calculate the cost of all required users, integrations, add-ons, document limits, and implementation services.

Do not pay for advanced features that your sales team is unlikely to use.

Final Thoughts

The best proposal and quotation software for sales teams depends on the complexity of the products or services being sold and the way customers make purchasing decisions.

PandaDoc is a strong all-around option for businesses that want proposals, quotations, signatures, and payments in one environment. Proposify is particularly useful for sales teams that prioritize proposal design and approval controls, while Qwilr offers an interactive alternative to traditional PDF proposals.

QuoteWerks and Quoter are worth considering for businesses that prepare detailed product quotations, especially in the technology sector. DealHub and Conga are better suited to organizations with advanced pricing and CPQ requirements. Meanwhile, Better Proposals, HoneyBook, Bonsai, and Nusii provide practical options for smaller service businesses and agencies.

Before making a final decision, test the software using a real customer proposal or quotation. Check how easily employees can prepare documents, whether prices calculate correctly, how customers accept offers, and whether the platform connects with your existing CRM and accounting systems.

The right software should help your sales team prepare accurate offers faster, reduce administrative mistakes, and make it easier for customers to move from receiving a quotation to completing a purchase.