Best Proposal and Quote Tools for Agencies and Services Firms

CPQ tool for IT/MSPs with real-time distributor pricing and a hybrid web-desktop deployment.

Editor's takeQuoteWerks' concurrent licensing model, paying for simultaneous users rather than every named employee, is a rare cost-saving structure in CPQ software. Real-time pricing from distributors like Ingram Micro and TD SYNNEX makes it a strong fit for IT and MSP resellers. The tradeoff is a desktop interface that reviewers call dated, and a web version that still lacks full feature parity.

Web-based proposal software with human-only support and mobile-responsive documents, no PDFs required.

Editor's takeBetter Proposals explicitly bans AI bots from customer support, promising human replies in an average of 2 minutes, a rare stance in a market moving toward automated chat. Its web-based proposals are built mobile-first, which matters since the company's own data shows 58% of proposals now open on a phone. Volume is the catch though, since the entry Starter plan allows only 10 sent documents a month before an upgrade is required.

Pipedrive-native quoting tool with a genuine free plan and 32-language PDF export.

Editor's takeExtraflow's free plan is genuinely usable, 10 documents a month with unlimited users and full Pipedrive catalog sync, not a crippled trial. Support for 32 languages and flexible VAT handling makes it a real option for international sales teams. It only works fully inside Pipedrive, and its Pipedrive Marketplace listing still shows a low review count for a tool this capable.

An enterprise RFP platform with a centralized content library and AI-assisted response drafting.

Editor's takeLoopio's centralized answer library is the core value, backed by a 4.6 rating across 800-plus G2 reviews and support that scores 9.7 out of 10. Magic, its AI auto-fill feature, speeds up drafting but still needs manual review on complex questions. The $20,000 annual starting price already assumes 10 seats, and teams should budget extra for the Salesforce integration and cleanup time after exporting to Word or Excel.

Proposal software with SOC 2 Type 2 security and interactive pricing tables for agencies.

Editor's takeProposify fits agencies with 10 or more sales reps that want deep Salesforce sync and tracking. Interactive pricing tables let clients customize packages and see totals update live. Very small teams unable to meet the 10-user Business plan minimum will find Salesforce access out of reach.

LegalZoom-owned document automation platform with 500+ templates and a forever-free e-signature plan.

Editor's takeRevv became a LegalZoom company in 2022, adding credibility to its library of more than 500 legally vetted templates and its Data Studio for mapping Salesforce or spreadsheet fields into documents. Its Forever Free plan includes unlimited documents and e-signatures, rare in this category. TrustRadius reviewers report long-standing bugs and a cumbersome interface, and Revv's own security page lists SOC 2 certification as still under review.

All-in-one MSP revenue platform combining sales CRM, proposal generation and payment collection.

Editor's takeZomentum unifies CRM, quoting and payments in one platform rather than handling proposals alone, backed by real-time pricing sync with distributors like Ingram Micro. Reddit users in the HaloPSA community say its PSA integration syncs instantly, deeper than rival Quoter. The weak point is support: multiple Reddit threads describe slow, lackluster responses, and pricing requires a 2-user minimum that Quoter's unlimited-seat model avoids.