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Robust configure‑price‑quote solution built on the Salesforce platform, offering guided selling, automated approvals, and seamless integration with CRM data.
Integrated quoting tool within HubSpot CRM that lets users generate branded quotes, track status, and sync with contacts and deals.
#4 PandaDoc
All‑in‑one document automation platform for proposals, quotes, contracts, and e‑signatures, featuring drag‑and‑drop templates and real‑time analytics.
#5 Proposify
Proposal software that provides customizable templates, interactive pricing tables, and built‑in e‑signatures to accelerate deal closure.
#6 Qwilr
Creates web‑based, interactive proposals and quotes that look like websites, with analytics on viewer engagement.
#7 QuoteWerks
Desktop‑and‑cloud quoting application that integrates with major CRMs and ERP systems, offering product catalogs, pricing rules, and PDF/HTML output.
Native quoting feature in Zoho CRM that lets sales reps generate, send, and track quotes with product catalogs and approval workflows.
Integrated quoting tool inside Freshsales CRM, enabling quick quote creation, customization, and email delivery with tracking.
#10 Conga CPQ
Enterprise‑grade CPQ solution that automates complex pricing, bundling, and contract generation, tightly integrated with Salesforce.
#11 DealHub.io
Revenue‑operations platform combining CPQ, contract management, and e‑signatures to create a unified buying experience.
#12 QuotePad
Simple cloud quoting tool focused on fast quote creation, product catalog management, and PDF export.
#13 QuoteRoller
Online quoting software that offers customizable templates, multi‑currency support, and integration with popular CRMs.
#14 GetAccept
Sales enablement platform that combines quoting, document tracking, video messaging, and e‑signatures to boost close rates.
#15 ClientPoint
Proposal automation platform with drag‑and‑drop builder, dynamic pricing tables, and analytics on proposal performance.
#16 QuoteWerks Cloud
SaaS version of QuoteWerks offering web‑based access, multi‑user collaboration, and API integrations.
#17 Proposable
Online proposal software that lets teams create, send, and e‑sign proposals with real‑time notifications and analytics.
#18 Octoboard
While primarily a KPI dashboard tool, Octoboard includes a quoting module that lets agencies generate client‑facing proposals with visual data.
Specialized integration that lets QuickBooks users generate professional quotes directly from their accounting data.
#20 Nusii
Proposal software designed for agencies, featuring customizable templates, client portals, and built‑in invoicing.
#21 Bidsketch
Proposal creation tool with reusable templates, version control, and e‑signatures, aimed at speeding up the proposal cycle.