Proposify leads for mid-market agencies and B2B service providers with its design-focused interface and template library. PandaDoc excels for enterprises needing advanced e-signature and document automation capabilities. Qwilr suits design-conscious companies prioritising visually stunning, interactive proposals without extensive technical setup.
RANKENTRYSCORETRENDFROM
1ProposifyOffers over 500 pre-built templates across multiple industries for immediate deployment95.0NEW$49 per user/month 2PandaDocIntegrates with Salesforce, HubSpot, and over 500 other business applications via API and native connectors92.7NEW$19 per user/month 3QwilrProposals are delivered as interactive web pages rather than PDFs, enabling rich media and real-time engagement tracking90.3NEW$67 per user/month 4PipedriveProposals are managed directly within Pipedrive's visual pipeline, eliminating context switching between tools88.0NEW£10/month per user 5Freshworks FreshsalesPricing is among the lowest in the CRM space whilst retaining native proposal and e-signature functionality85.7NEW$12 per user/month 6Zoho CRMSeamlessly integrates with Zoho Books, Zoho Desk, Zoho Projects and dozens of other Zoho applications83.3NEW£12/month per user 7HubSpot Sales HubIntegrates bidirectionally with HubSpot's marketing, customer service and analytics platforms for unified revenue operations81.0NEW£45/month per user 8Salesforce CPQHandles complex, multi-product quotes with dynamic pricing rules and customer-specific discounts at enterprise scale78.7NEWCustom 9XeroSeamlessly converts proposals and quotes into invoices with direct integration to general ledger and reporting76.3NEW$13 per month 10Quote RollerCombines proposal management with time tracking and invoicing capabilities for service-based businesses74.0NEW$39 per month The ranking, in detail
01
Beautiful proposals that win deals faster
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.
From $49 per user/monthBest for Agencies and B2B service providers seeking visually polished proposals with engagement tracking
95.0
02
Document automation and e-signature platform for enterprises
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.
From $19 per user/monthBest for Large enterprises and legal teams requiring document automation, compliance and advanced workflow management
92.7
03
Interactive web-based proposals that convert
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.
From $67 per user/monthBest for Design-conscious companies and creative agencies wanting visually stunning, interactive proposals with mobile optimisation
90.3
04
Sales CRM with intuitive pipeline management and engagement tools
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.
From £10/month per userBest for Small to mid-market sales teams prioritising simplicity and visual pipeline management
88.0
05
Affordable CRM with proposal and deal management 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.
From $12 per user/monthBest for Small to mid-sized sales teams wanting an economical CRM with basic proposal and document functionality
85.7
06
Comprehensive, customisable CRM with integrated sales engagement
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.
From £12/month per userBest for Growing teams and organisations valuing extensive customisation and Zoho ecosystem integration
83.3
07
Integrated CRM and sales engagement in one unified platform
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.
From £45/month per userBest for Mid-market companies and fast-growing teams seeking an integrated CRM-plus-engagement solution
81.0
08
Enterprise-class configure-price-quote and proposal solution
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.
From CustomBest for Large enterprises with complex quoting requirements, multiple products and sophisticated approval hierarchies
78.7
09
Cloud accounting platform with integrated invoicing and basic proposal features
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.
From $13 per monthBest for Accounting firms and finance-focused businesses wanting proposals integrated with accounting and invoicing workflows
76.3
10
Lightweight, affordable proposal and quoting software for small teams
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.
From $39 per monthBest for Small businesses and independent consultants needing straightforward, affordable proposal templates and e-signature without extensive features
74.0
Frequently asked questions
What is the typical implementation timeline for proposal management software?
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.
Should we choose a specialist proposal platform or a CRM with proposal features?
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.
What features should we prioritise when selecting proposal software?
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.