ProposifyOffers over 500 pre-built templates across multiple industries for immediate deployment95.0NEW$49/month
PandaDocIntegrates with Salesforce, HubSpot, and over 500 other business applications via API and native connectors92.7NEWUSD 19 per user per month
QwilrProposals are delivered as interactive web pages rather than PDFs, enabling rich media and real-time engagement tracking90.3NEW$65/month
PipedriveProposals are managed directly within Pipedrive's visual pipeline, eliminating context switching between tools88.0NEW$14/month
Freshworks FreshsalesPricing is among the lowest in the CRM space whilst retaining native proposal and e-signature functionality85.7NEW$29/month
Zoho CRMSeamlessly integrates with Zoho Books, Zoho Desk, Zoho Projects and dozens of other Zoho applications83.3NEW$14/user/month
HubSpot Sales HubIntegrates bidirectionally with HubSpot's marketing, customer service and analytics platforms for unified revenue operations81.0NEW$20/month
Salesforce CPQHandles complex, multi-product quotes with dynamic pricing rules and customer-specific discounts at enterprise scale78.7NEWCustom
XeroSeamlessly converts proposals and quotes into invoices with direct integration to general ledger and reporting76.3NEW$15 per month
Quote RollerCombines proposal management with time tracking and invoicing capabilities for service-based businesses74.0NEW$39 per month
Proposify is a cloud-based proposal platform designed for agencies, consultants and professional services firms. It features drag-and-drop templates, built-in e-signature, automated follow-ups, and real-time analytics on proposal engagement.
PandaDoc is an enterprise-grade document automation solution supporting proposals, contracts, agreements and more. It integrates with CRM systems, offers advanced e-signature workflows, and includes AI-powered content suggestions and CLM features.
Qwilr specialises in creating interactive, mobile-responsive web-based proposals that function more like branded sales pages than traditional documents. It includes built-in analytics, e-signature, payment collection and CRM integrations.
Pipedrive is a sales-focused CRM platform that includes proposal templates, document management and e-signature capabilities natively within its sales pipeline. It emphasises visual deal tracking and sales automation alongside proposal features.
Freshworks Freshsales is a cloud-based CRM platform incorporating proposal templates, document management, e-signature and sales automation. It offers strong reporting and integrates with popular business tools for a unified sales environment.
Zoho CRM offers comprehensive proposal management, document automation and e-signature capabilities within an affordable, integrated CRM platform. It supports workflow automation, custom fields and integrations across the Zoho ecosystem and third-party applications.
HubSpot Sales Hub is part of HubSpot's integrated revenue platform, offering proposal templates, e-signature, document management and deep CRM integration. It emphasises ease of use, strong analytics and connectivity with HubSpot's marketing and customer service platforms.
Salesforce CPQ (Configure-Price-Quote) is an enterprise solution for complex quote and proposal generation, including dynamic pricing, discount management and approval workflows. It integrates natively with Salesforce CRM and supports sophisticated sales processes.
Xero is primarily an accounting and bookkeeping platform that includes invoicing and quote/proposal functionality. Proposals and quotes integrate with financial records, making it suitable for accountants and finance-focused organisations.
Quote Roller is a straightforward proposal and quote management platform designed for small to mid-market businesses. It offers customisable templates, e-signature, CRM integration and basic analytics without complexity or premium pricing.
Most small to mid-market solutions like Proposify or Quote Roller can be deployed and operational within 1-2 weeks with basic template setup. Enterprise solutions such as Salesforce CPQ typically require 3-6 months of implementation involving configuration, training and change management. The timeline depends on template complexity, integration requirements and internal process changes.
Choose specialist software like Proposify or Qwilr if proposals are central to your sales process and you need advanced design, engagement analytics and customisation. Choose a CRM-integrated solution like HubSpot or Pipedrive if you prioritise unified sales workflows, pipeline visibility and cost control. Larger enterprises may benefit from both a CRM and specialist platform integrated together.
Essential features include customisable templates, e-signature capability and CRM integration to reduce manual data entry. Advanced considerations are proposal engagement analytics, approval workflows, mobile responsiveness and integration with your existing tech stack. For complex organisations, workflow automation, conditional logic and compliance features become increasingly important.
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