1. Home
  2. CRM & Sales
  3. Sales Proposal & Quote Generation Tools
  4. Sales Proposal Tools for B2B SaaS Companies

Ranking · Sales Proposal & Quote Generation Tools

Best Sales Proposal Tools for B2B SaaS Companies

6 products scored on six criteria. Loopio leads at 8.9 and the field is tight, with 0.2 points between first and last, so read the catches before you pick. Every product opens to the evidence behind its number.

6 products scored6 criteria60 sources citedUpdated Jul 11, 2026
Jump to the ranking How the scores work
1 Loopioloopio.com

Loopio's entry plan starts near $20,000 a year.

Read the reviewVisit ↗
2 PandaDocpandadoc.com

$100M ARR and Unicorn status, but no refunds, ever.

Read the reviewVisit ↗
3 Proposifyproposify.com

Proposify's Basic plan caps you at 5 sends a month

Read the reviewVisit ↗
6Products
8.7 to 8.9Score spread
1Free plan or tier
01

The ranking

Order follows the score. Six little boxes show each product's criterion scores: green or red is above or below the category average, grey means too few products share that criterion to compare. The full review sits right under each one.

Nothing matches that filter here. Tap All to see every product.

1

Loopio

loopio.com · Loopio Proposal Software · scored Jan 2026

Loopio's entry plan starts near $20,000 a year.

Best forLarge teams responding to high volumes of complex RFPs and questionnaires.

From $20,000 per year SOC 2ISO 27001enterprise
Top score
Visit Loopio ↗ See the evidence

Enterprise RFP response platform with AI-drafted answers from a shared content library.

Standout factLoopio's Foundations plan starts at approximately $20,000 per year.autorfp.ai
Biggest catchExported Word and Excel documents often need significant manual formatting cleanup.g2.com
~$20,000/yrFoundations plan starting priceautorfp.ai
1,700+Companies using Loopioloopio.com
4 yearsDeloitte Fast 50 streakbusinesswire.com

Starting price

$20,000/yrFoundations plan starting price

Adoption

1,700+companies using Loopio, including IBM and DocuSign

Source: loopio.com

Upside

  • Magic AI drafts RFP answers instantly
  • 1,700+ companies, including IBM, DocuSign
  • SOC 2 Type II, ISO 27001 certified

Catch

  • Starts near $20,000 a year
  • Exports often need manual cleanup
  • Bulk editing capabilities are limited
Pick it ifLarge teams responding to high volumes of complex RFPs and questionnaires.
Skip it ifSmall businesses or freelancers due to the high annual entry cost.
PricingFrom ~$20,000/year (Foundations), seat-based pricing scales up

Editor's takeLoopio's Magic automation drafts RFP answers by pulling from a centralized content library, and its new Confidence Pulse feature scores each answer for accuracy and completeness in real time. Over 1,700 companies use it, including IBM and DocuSign, and it has landed on the Deloitte Technology Fast 50 list four years running. Entry pricing starts around $20,000 a year for the Foundations plan and scales with seats and add-ons, and reviewers say exported documents often need manual formatting fixes.

How much does Loopio cost to start?

The entry-level Foundations plan starts at approximately $20,000 per year, with pricing scaling further based on seats and add-ons like the Salesforce integration.

Do exported Loopio proposals need manual formatting?

Often, yes. Reviewers frequently report that exported Word and Excel documents require manual cleanup to fix formatting issues before they are client-ready.

The evidence: 6 criteria, 3 penalties (−0.16 points)
9.0
Product Capability & DepthLooked for: We evaluate the breadth of RFP automation features, including content library management, AI-assisted drafting, and project tracking capabilities.Loopio offers a robust 'Magic' automation engine that auto-fills RFP answers from a centralized library, supported by features like 'SmartScan' for document import and 'Confidence Pulse' to gauge answer quality.loopio.combusinesswire.com
9.4
Market Credibility & Trust SignalsLooked for: We assess market presence, user adoption rates, industry awards, and the caliber of the client roster.Loopio is a market leader trusted by over 1,700 companies including IBM and DocuSign, and has been recognized on the Deloitte Technology Fast 50 list for four consecutive years.loopio.combusinesswire.com
8.8
Usability & Customer ExperienceLooked for: We analyze user feedback regarding ease of use, interface design, and the quality of customer support.Users consistently praise the intuitive interface and 'ease of use' (139+ mentions on G2), though some report friction with export formatting and bulk editing workflows.g2.comloopio.com
8.2
Value, Pricing & TransparencyLooked for: We evaluate pricing models, entry costs, transparency of terms, and perceived ROI for different business sizes.Pricing is not public but research indicates a starting point of ~$20,000/year, which is a significant barrier for smaller teams, and costs scale with seats and add-ons.autorfp.aisparrowgenie.com
9.6
Security, Compliance & Data ProtectionLooked for: We examine security certifications, data encryption standards, and compliance with regulations like GDPR and SOC 2.Loopio maintains an industry-leading security posture with SOC 2 Type II compliance, ISO 27001 certification, GDPR compliance, and annual third-party penetration testing.loopio.comloopio.com
8.9
Integrations & Ecosystem StrengthLooked for: We look for the quality and breadth of integrations with CRMs, communication tools, and cloud storage providers.The platform offers deep integrations with major tools like Salesforce, Slack, HubSpot, Seismic, and Microsoft 365, facilitating seamless workflows within existing tech stacks.loopio.comloopio.com

Score adjustments−0.16 points in total

−0.06Users frequently report frustration with export formatting, noting that exported Word/Excel documents often require significant manual cleanup.g2.com · severity 60/100
−0.07The 'Magic' AI automation feature is reported by some users to struggle with nuance or provide inaccurate suggestions for complex questions.autorfp.ai · severity 50/100
−0.03High starting price (~$20k/year) and lack of public pricing transparency create barriers for smaller organizations.inventive.ai · severity 45/100
Visit Loopio ↗ Back to the top of the ranking
2

PandaDoc

pandadoc.com · PandaDoc Sales Proposal Software · scored Jan 2026

$100M ARR and Unicorn status, but no refunds, ever.

Best forScaling sales teams needing proposals, quotes, and contracts in one platform.

From $19 per user/mo Unicorn statusSOC 2 Type IIHIPAA compliant
Visit PandaDoc ↗ See the evidence

Document automation platform combining e-signatures, CPQ, and proposal tracking for sales teams.

Standout factPandaDoc reached a $1 billion valuation and $100 million in Annual Recurring Revenue, serving over 56,000 customers.pandadoc.com
Biggest catchPandaDoc enforces a strict no-refund policy, with no exceptions even for accidental renewals.pandadoc.com
$100 millionAnnual Recurring Revenuepandadoc.com
56,000+Customers servedpandadoc.com
$19/user/monthStarter plan pricepandadoc.com

Standout number

$100MAnnual Recurring Revenue, 56,000+ customers

Source: pandadoc.com

In their words

“no refunds (prorated or otherwise) are provided upon cancellation. In the interest of fairness to all of our clients, no exceptions will be made.”

pandadoc.com

Upside

  • 450+ templates, unlimited e-signatures
  • SOC 2 Type II and HIPAA compliant
  • Deep Salesforce and HubSpot sync

Catch

  • Strict no-refund policy, no exceptions
  • Editor lags on large documents
  • Phone support needs a paid add-on
Pick it ifScaling sales teams needing proposals, quotes, and contracts in one platform.
Skip it ifTeams managing complex, high-volume RFP responses.
PricingStarter $19/user/month, Business $49/user/month, billed annually. No refunds on cancellation.

Editor's takePandaDoc earns its rank on scale and security, backed by Unicorn-level funding and a compliance stack, SOC 2 Type II plus HIPAA, that suits regulated sales teams. The billing policy is the documented friction point. Read the no-refund terms closely before signing up, since the company states there are no exceptions, even for accidental renewals.

Can I get a refund from PandaDoc?

No. PandaDoc's payment policy explicitly states no refunds are given upon cancellation, prorated or otherwise, with no exceptions, including accidental renewals.

Is PandaDoc HIPAA compliant?

Yes. PandaDoc is SOC 2 Type II certified and HIPAA compliant, and also supports Qualified Electronic Signatures for EU eIDAS compliance.

The evidence: 6 criteria, 3 penalties (−0.16 points)
8.9
Product Capability & DepthLooked for: We evaluate the breadth of document automation features, including editor flexibility, template variety, and advanced sales tools like CPQ.PandaDoc offers a robust drag-and-drop editor, over 450 templates, and native CPQ capabilities, though advanced logic is reserved for higher tiers.pandadocconsultant.compandadoc.comcertinal.com
9.3
Market Credibility & Trust SignalsLooked for: We assess the company's market standing, user base size, financial stability, and industry recognition.PandaDoc is a market leader with 'Unicorn' status ($1B+ valuation), over 56,000 customers, and $100M in Annual Recurring Revenue.pandadoc.comsacra.com
8.8
Usability & Customer ExperienceLooked for: We analyze user feedback regarding ease of use, interface speed, and the quality of customer support interactions.Users consistently praise the intuitive interface and ease of setup, though performance issues with large documents and gated phone support impact the experience.trustpilot.comg2.com
8.4
Value, Pricing & TransparencyLooked for: We examine pricing structures, hidden costs, contract flexibility, and the fairness of billing policies.Pricing is competitive starting at $19/user, but strict no-refund policies and add-on costs for essential integrations (Salesforce) reduce overall value transparency.pandadoc.compandadoc.com
9.5
Security, Compliance & Data ProtectionLooked for: We verify industry-standard certifications and compliance with regulations like HIPAA, GDPR, and SOC 2.PandaDoc maintains top-tier security standards including SOC 2 Type II certification, HIPAA compliance, and adherence to GDPR and eIDAS regulations.pandadoc.compandadoc.com
9.1
Integrations & Ecosystem StrengthLooked for: We evaluate the depth and breadth of native integrations with CRMs, payment gateways, and other business tools.The platform offers deep native integrations with major CRMs like Salesforce and HubSpot, plus payment gateways like Stripe, though some are gated to higher plans.pandadoc.comcertinal.com

Score adjustments−0.16 points in total

−0.05Rigid billing and no-refund policy: Multiple sources cite complaints regarding the refusal to refund accidental renewals or unused subscription time, with the policy explicitly stating 'no exceptions'.pandadoc.com · severity 75/100
−0.06Performance lag with large documents: Users report that the editor becomes sluggish and the UI laggy when working with complex layouts or large files.g2.com · severity 60/100
−0.05Gated customer support: 24/7 phone support and faster response times are locked behind a 'Premium Support' add-on, leaving standard users with slower email/chat options.pandadoc.com · severity 50/100
Visit PandaDoc ↗ Back to the top of the ranking
3

Proposify

proposify.com · Proposify - Sales Proposal Software · scored Jan 2026

Proposify's Basic plan caps you at 5 sends a month

Best forSales teams and agencies needing brand control and pipeline visibility

From $29 per month SOC 2 Type 2document analyticsSalesforce integration
−0.1 vs #1
Visit Proposify ↗ See the evidence

Sales proposal software with SOC 2 Type 2 security, document analytics, and deep CRM integrations.

Standout factThe Basic plan is capped at 5 document sends per month, with extra sends at $1.99 each.support.proposify.com
Biggest catchThe Basic plan sends cap at 5 per month, and Salesforce integration costs an extra $9 per user.support.proposify.com
8,000+Customersqwilr.com
$10M+ARRqwilr.com
5/moBasic plan sendssupport.proposify.com

True monthly cost

Business plan with Salesforce, 1 user

Business plan$65
Salesforce integration$9
Total$74

per user per month

Starting price

$29/moBasic plan, capped at 5 sends/mo

Upside

  • SOC 2 Type 2 certified
  • Granular document analytics
  • Deep Salesforce and HubSpot integration

Catch

  • Basic plan capped at 5 sends
  • Editor can glitch with tables
  • Salesforce integration costs extra
Pick it ifSales teams and agencies needing brand control and pipeline visibility
Skip it ifFreelancers or small teams on tight per-user budgets
PricingFrom $29/mo (Basic), Salesforce integration adds $9/user/mo

Editor's takeProposify fits sales teams that want tracked, on-brand proposals with real security certifications behind them. Document analytics show exactly when and where prospects engage, useful for timing follow-ups. Teams on a tight budget may find the 5-send Basic cap and add-on Salesforce fee restrictive.

How much does Proposify cost?

Three tiers are listed: Basic at $29 per month, Team at $49, and Business at $65. The Basic plan is limited to 5 document sends per month.

Is Proposify secure for enterprise use?

Yes. It holds SOC 2 Type 2 certification, is GDPR compliant, and follows UETA and ESIGN standards for legally binding e-signatures.

The evidence: 6 criteria, 3 penalties (−0.16 points)
8.7
Product Capability & DepthLooked for: We evaluate the breadth of proposal creation tools, template variety, interactive elements, and analytics depth available to sales teams.Proposify offers a robust suite including a drag-and-drop editor, interactive pricing tables, and a content library for reusable assets. Its standout feature is granular document analytics that track prospect engagement by section and time spent. However, users frequently report that the editor can be clunky, particularly when formatting tables or editing on mobile devices.markuphero.comproposify.comg2.com
9.2
Market Credibility & Trust SignalsLooked for: We assess the vendor's market presence, years in business, customer base size, and third-party validation to ensure long-term reliability.Founded in 2013, Proposify serves over 8,000 customers and generates over $10M in ARR, establishing it as a mature player in the space. It holds 'Leader' badges on G2 and maintains significant industry recognition. The company has raised $13M in funding, indicating financial stability and continued growth potential.qwilr.comtracxn.com
8.9
Usability & Customer ExperienceLooked for: We analyze user feedback regarding ease of setup, interface intuitiveness, and the quality of ongoing customer support.Users generally praise the platform for its ease of use and the efficiency of its template-based workflow. Customer support is frequently highlighted as responsive and helpful. However, the user experience is marred by occasional glitches in the editor and a mobile experience that some sales reps find limiting for on-the-go edits.g2.comg2.com
8.5
Value, Pricing & TransparencyLooked for: We examine pricing structures, hidden costs, plan limitations, and contract flexibility to determine overall value for money.Proposify offers three clear tiers: Basic ($29/mo), Team ($49/mo), and Business ($65/mo). While pricing is transparent, the Basic plan is heavily restricted to only 5 document sends per month, which is low compared to competitors. Additionally, the Salesforce integration is gated to the Business plan and incurs an extra per-user fee, which impacts the value equation for smaller teams.support.proposify.comsupport.proposify.com
9.5
Security, Compliance & Data ProtectionLooked for: We investigate the product's adherence to industry standards like SOC 2, GDPR, and encryption protocols relevant to sales data.Proposify demonstrates a strong security posture with SOC 2 Type 2 certification, GDPR compliance, and PCI-DSS certification via Stripe. It also adheres to UETA and ESIGN acts for legally binding e-signatures. This level of compliance is a significant differentiator for enterprise clients compared to lighter-weight alternatives.proposify.comproposify.com
9.0
Integrations & Ecosystem StrengthLooked for: We evaluate the depth and breadth of native integrations with CRMs, payment gateways, and automation tools.The platform integrates with major CRMs like Salesforce and HubSpot, as well as payment processors like Stripe. It connects to over 8,000 apps via Zapier. While the ecosystem is extensive, the deep Salesforce integration is gated behind the most expensive plan and an add-on fee, which slightly limits accessibility for mid-market teams.zapier.comproposify.com

Score adjustments−0.16 points in total

−0.08Users consistently report that the document editor can be glitchy, particularly when working with tables and formatting.g2.com · severity 60/100
−0.04The Basic plan is strictly limited to 5 document sends per month, a low cap that forces active users to upgrade.support.proposify.com · severity 55/100
−0.04The Salesforce integration is gated to the highest pricing tier and requires an additional per-user monthly fee.support.proposify.com · severity 50/100
Visit Proposify ↗ Back to the top of the ranking
4

QuoteCloud

quote.cloud · QuoteCloud Sales Proposal Software · scored Jan 2026

QuoteCloud's free plan competes, its reviews trail rivals

Best forTravel agencies needing Sabre and Tramada itinerary imports

Free tier From $39 per user/mo free plantravel integrationse-signatures
−0.1 vs #1
Visit QuoteCloud ↗ See the evidence

Cloud-based proposal software with a free tier, unlimited quotes on paid plans, and travel-industry GDS integrations.

Standout factThe free plan includes 5 quotes per month with e-signatures for one user.quote.cloud
Biggest catchQuoteCloud holds a 3.8 out of 5 rating on Capterra, below rivals like PandaDoc at 4.5.getapp.com
3.8/5Capterra ratingg2.com
$39/user/moEssentials plansoftwaresuggest.com

Free vs paid

Free plan

$0
  • 5 quotes/month
  • 1 user, e-signatures

Essentials from $39/user/mo

  • Unlimited quotes
  • Interactive pricing tables

Source: quote.cloud

What reviewers say

Capterra
3.8/5

Source: g2.com

Upside

  • Free plan with 5 quotes monthly
  • Native Sabre GDS itinerary import
  • Unlimited quotes on paid plans

Catch

  • 3.8/5 rating trails top rivals
  • Users report occasional system slowness
  • Advanced analytics locked to higher tiers
Pick it ifTravel agencies needing Sabre and Tramada itinerary imports
Skip it ifTeams wanting a native mobile app or top-tier reviews
PricingFree plan available, paid from $39/user/month

Editor's takeQuoteCloud pairs standard proposal automation with a rare specialty, direct Sabre GDS and Tramada integration for travel agencies. Its free plan and $39-per-user paid tier undercut many rivals on transparency. Reviews are more mixed than category leaders, with a 3.8 out of 5 Capterra rating and reports of occasional slowness.

Does QuoteCloud have a free plan?

Yes. The free plan includes 5 quotes per month, one user, and e-signatures. Paid plans start at $39 per user per month for the Essentials tier.

Does QuoteCloud work for travel agencies?

Yes. It integrates directly with Sabre GDS and Tramada Mid-Office, letting travel consultants import itineraries straight into proposals.

The evidence: 6 criteria, 2 penalties (−0.10 points)
8.9
Product Capability & DepthLooked for: We evaluate the breadth of proposal creation tools, including templates, rich media support, e-signatures, and automation features.QuoteCloud offers unlimited sales quotes with a drag-and-drop editor that supports rich media like video and interactive pricing tables. It includes advanced features such as approval workflows, sales forecasting, and content locking.accuratereviews.comquote.cloud
8.3
Market Credibility & Trust SignalsLooked for: We assess user reviews, market presence, company history, and security certifications to gauge reliability.While the parent company Corporate Interactive is established, QuoteCloud has fewer reviews than major competitors and holds a lower average rating (3.8/5) on some major platforms.g2.comgetapp.com
8.6
Usability & Customer ExperienceLooked for: We look for ease of use, interface design, support availability, and system performance.Users generally find the software easy to use with a modern interface, though there are documented reports of system slowness and occasional glitches.accuratereviews.comsoftwaresuggest.com
9.1
Value, Pricing & TransparencyLooked for: We evaluate pricing transparency, the existence of free tiers, and the feature-to-cost ratio.QuoteCloud offers a highly transparent pricing model with a robust free plan and competitive paid tiers starting at $39/user/month.quote.cloudsoftwaresuggest.com
9.5
Travel Industry SpecializationLooked for: We look for niche-specific features that tailor the software to vertical markets, specifically travel agencies.QuoteCloud distinguishes itself with deep integrations for Sabre GDS and Tramada, allowing the direct import of travel itineraries into proposals.quote.cloudquote.cloud
8.8
Integrations & Ecosystem StrengthLooked for: We evaluate the breadth of native integrations with CRMs, accounting software, and automation platforms.The platform supports a wide range of integrations including Salesforce, HubSpot, Xero, and QuickBooks, plus Zapier for broader connectivity.quote.cloudzapier.com

Score adjustments−0.10 points in total

−0.05Users have reported performance issues, including system slowness and occasional glitches.accuratereviews.com · severity 50/100
−0.05The product holds a lower user rating (3.8/5) on major review platforms compared to key competitors.g2.com · severity 45/100
Visit QuoteCloud ↗ Back to the top of the ranking
5

Qwilr

qwilr.com · Qwilr Sales Proposal Software · scored Jan 2026

Qwilr turns PDFs into pages, limits deep customization

Best forAgencies and SaaS teams wanting interactive, trackable web proposals

From $35 per user/mo SOC 2 Type 2interactive proposalsHubSpot integration
−0.1 vs #1
Visit Qwilr ↗ See the evidence

Interactive, web-based proposal software with SOC 2 Type 2 security and CRM integrations.

Standout factQwilr is rated 4.6 out of 5 stars on G2.g2.com
Biggest catchUsers say limited editing options restrict creativity and layout control.g2.com
4.6/5G2 ratingg2.com
$35/user/moBusiness plan pricegetcone.io
14 daysFree trial lengthqwilr.com

Plans

Most chosenBusiness$35/user/mo

billed annually

Enterprise$59/user/mo

adds Salesforce, custom domains

Source: arrows.to

What reviewers say

G2
4.6/5

Source: g2.com

Upside

  • Interactive pricing tables buyers can edit
  • SOC 2 Type 2 certified
  • Strong HubSpot and Salesforce integration

Catch

  • Limited template customization
  • PDF exports have layout issues
  • Salesforce needs Enterprise plan
Pick it ifAgencies and SaaS teams wanting interactive, trackable web proposals
Skip it ifTeams needing pixel-perfect, free-form document design
PricingFrom $35/user/mo, Enterprise plan from $59/user/mo

Editor's takeQwilr replaces static PDFs with trackable web pages, letting buyers adjust pricing options themselves. SOC 2 Type 2 certification supports use in security-conscious sales teams. The main tradeoff is less design freedom than free-form tools, plus Salesforce access gated to the Enterprise tier.

Can Qwilr proposals be downloaded as PDFs?

Yes, but PDF exports can have layout inconsistencies because Qwilr is built primarily for web viewing rather than print.

Does Qwilr connect to Salesforce?

Yes, but deep Salesforce integration that auto-generates personalized pages requires the Enterprise plan, starting at $59 per user per month.

The evidence: 6 criteria, 3 penalties (−0.17 points)
8.9
Product Capability & DepthLooked for: We evaluate the ability to create interactive, web-based sales documents with integrated pricing, e-signatures, and analytics.Qwilr replaces static PDFs with interactive web pages, featuring modular building blocks, embedded video, ROI calculators, and dynamic pricing tables that allow buyers to select options.qwilr.comqwilr.comqwilr.com
9.2
Market Credibility & Trust SignalsLooked for: We look for third-party validation, security certifications, and adoption by reputable enterprise clients.Qwilr holds SOC 2 Type 2 certification, is GDPR compliant, and maintains high ratings across major review platforms with a strong user base including brands like Meltwater and SiteMinder.qwilr.comg2.comqwilr.com
8.8
Usability & Customer ExperienceLooked for: We assess ease of use, template quality, and the learning curve for non-technical sales teams.Users consistently praise the 'ease of use' and drag-and-drop interface, though some report frustration with rigid formatting constraints when trying to customize layouts extensively.g2.comg2.comg2.com
8.5
Value, Pricing & TransparencyLooked for: We evaluate pricing clarity, tier differentiation, and value relative to features like CRM integration.Pricing is transparently listed at $35/user/month for Business and $59/user/month for Enterprise, with a free trial available; however, advanced API features are gated to higher tiers.getcone.ioarrows.toqwilr.com
9.4
Security, Compliance & Data ProtectionLooked for: We examine security standards, data encryption, and compliance certifications relevant to handling sensitive sales contracts.Qwilr demonstrates enterprise-grade security with SOC 2 Type 2 compliance, GDPR adherence, and features like password protection, domain restrictions, and email verification for viewers.qwilr.comqwilr.comqwilr.com
8.8
Integrations & Ecosystem StrengthLooked for: We evaluate the depth of CRM connections, API availability, and workflow automation capabilities.Strong native integrations exist for HubSpot, Salesforce, and Pipedrive, allowing data pull and write-back. An API is available for custom automation, though primarily on the Enterprise tier.qwilr.comqwilr.comqwilr.com

Score adjustments−0.17 points in total

−0.07Users report limited design customization and rigid templates compared to free-form design tools, making it difficult to align perfectly with strict brand guidelines.g2.com · severity 55/100
−0.06PDF exports often suffer from layout issues because the software is designed primarily for web viewing, leading to visual discrepancies when printing or saving as static files.help.qwilr.com · severity 45/100
−0.04The HubSpot integration has limitations regarding automatic page creation without using third-party tools like Zapier on standard plans.community.hubspot.com · severity 40/100
Visit Qwilr ↗ Back to the top of the ranking
6

Better Proposals

betterproposals.io · Better Proposals Online Software · scored Jan 2026

Better Proposals answers support chats in 2 minutes

Best forFreelancers and small agencies wanting fast, professional web proposals.

From $19 per month sales proposalse-signaturesproposal tracking
−0.2 vs #1
Visit Better Proposals ↗ See the evidence

Web-based proposal software with 250-plus templates, e-signatures and payments, backed by 100% human support averaging a 2-minute response.

Standout factSupport responds to chat and email in an average of 2 minutes, with no bots.betterproposals.io
Biggest catchProposals cannot be exported to editable Word documents. Only PDF and web-link formats are supported.g2.com
$19/moStarting pricegetapp.com
250+Template library sizebetterproposals.io

Starting price

$19/mo14-day free trial, no credit card required

Standout number

2 minaverage human support response time

Source: betterproposals.io

Upside

  • 250+ customizable proposal templates
  • Support responds in 2 minutes average
  • Real-time proposal view tracking

Catch

  • No export to editable Word files
  • Password protection needs Enterprise plan
  • Editor can feel clunky, glitchy
Pick it ifFreelancers and small agencies wanting fast, professional web proposals.
Skip it ifEnterprise teams needing Word export or complex approval workflows.
PricingFrom $19/mo, 14-day free trial, no card required

Editor's takeBetter Proposals leans on speed twice over: proposals move fast for the sender with 250-plus templates and real-time view tracking, and support moves fast for the customer with a 2-minute average human response, no bots. The gap that shows up most in reviews is export flexibility: there is no path to an editable Word document, only PDF or a web link, which frustrates clients wanting to redline directly.

Can a Better Proposals document be exported to Word?

No. The platform only supports PDF export or sharing a web link. There is no option to export to an editable Word or Doc format, and none is currently planned.

How fast is Better Proposals' customer support?

The company states chat and email responses average 2 minutes and come from human agents rather than bots, available around the clock.

The evidence: 6 criteria, 3 penalties (−0.18 points)
8.7
Product Capability & DepthLooked for: We evaluate the software's ability to create, customize, and manage professional proposals with essential features like e-signatures and tracking.The platform offers a drag-and-drop editor with over 250 templates, integrated digital signatures, and payment collection via Stripe, PayPal, and GoCardless. It supports rich media like video embedding but notably lacks the ability to export documents to editable Word formats, restricting output to PDF or web links.betterproposals.iobetterproposals.iog2.com
9.2
Market Credibility & Trust SignalsLooked for: We assess the product's reputation through verified user reviews, customer base size, and industry recognition.Better Proposals maintains a high reputation with a 4.8/5 rating across major review platforms like Capterra and GetApp based on hundreds of reviews. The company serves over 10,000 customers globally and is recognized as a 'Leader' in G2's seasonal reports.getapp.combetterproposals.ioproposify.com
8.9
Usability & Customer ExperienceLooked for: We look for ease of use, quality of customer support, and the overall user interface experience.Users consistently praise the platform for its ease of use and the speed of its human support team, which boasts an average 2-minute response time. However, some users have reported the editor interface can be 'clunky' or 'glitchy' when customizing specific layout elements.betterproposals.iog2.comg2.com
9.4
Value, Pricing & TransparencyLooked for: We analyze pricing structures, hidden costs, and the feature-to-cost ratio compared to competitors.Pricing is highly competitive and transparent, starting at $19/month per user with a 14-day free trial and no credit card required. The tiered structure (Starter, Premium, Enterprise) clearly delineates features, offering significant value for small to mid-sized businesses compared to more expensive enterprise alternatives.getapp.combetterproposals.iog2.com
8.6
Security, Compliance & Data ProtectionLooked for: We examine data security measures, compliance certifications, and access control features.The platform is GDPR compliant and uses 256-bit SSL encryption for all documents. However, advanced security features such as password protection for specific documents are gated behind the most expensive 'Enterprise' plan, which may be a limitation for smaller teams needing security.betterproposals.iogetcone.iobetterproposals.io
9.0
Integrations & Ecosystem StrengthLooked for: We evaluate the breadth and depth of third-party integrations with CRMs, payment gateways, and other tools.Better Proposals offers over 50 native integrations, including major CRMs (Salesforce, HubSpot, Pipedrive), payment gateways (Stripe, PayPal), and live chat tools. It also supports Zapier, allowing for extensive workflow automation across thousands of other apps.g2.combetterproposals.iobetterproposals.io

Score adjustments−0.18 points in total

−0.08Users cannot export proposals to editable Word or Doc formats; the software only supports PDF export, which limits collaboration for clients who require redlining in Word.g2.com · severity 60/100
−0.05Critical security features, specifically password protection for individual documents, are restricted to the highest-tier 'Enterprise' plan.getcone.io · severity 50/100
−0.05Multiple user reviews cite the editor interface as occasionally 'clunky' or 'glitchy', particularly when customizing layouts.g2.com · severity 45/100
Visit Better Proposals ↗ Back to the top of the ranking
02

Side by side

10 features across 6 products. Green is yes, red is no, grey is not published.

FeatureLoopioPandaDocProposifyQuoteCloudQwilrBetter Proposals
Has Mobile App ✗ ✓ ✓ ✗ Web-only Web-only
Has Free Plan ✗ ✗ ✗ ✓ ✗ ✗
Has Free Trial Contact for trial ✓ ✓ ✓ ✓ ✓
Integrates With Zapier ✗ ✓ ✓ ✓ ✓ ✓
Has Public API Enterprise API only ✓ ✓ ✗ ✗ ✗
Live Chat Support Email/Ticket only ✓ ✓ Email/Ticket only Email/Ticket only ✓
SOC 2 or ISO Certified ✓ ✓ ✓ — — —
Popular Integrations Salesforce, Microsoft 365, Slack Salesforce, HubSpot, Google Workspace Salesforce, HubSpot, Pipedrive Salesforce, Xero, QuickBooks Salesforce, HubSpot, Xero Stripe, PayPal, Zapier
Supports SSO ✓ ✓ ✓ Enterprise plans only Enterprise plans only ✗
Starting Price $20,000 per year $19 per user/mo $29 per month $39 per user/mo $35 per user/mo $19 per month
03

How we chose

Four fixed criteria for every product, plus two chosen for Sales Proposal Tools for B2B SaaS Companies, weighted and reduced by documented penalties.

Full methodology
Criteria set for this categoryProduct Capability & Depth, Market Credibility & Trust Signals, Usability & Customer Experience, Value, Pricing & Transparency, Integrations & Ecosystem Strength, Security, Compliance & Data Protection
Evidence, then a scoreDocumentation, pricing pages, security pages and third-party reviews. Each criterion records what was found and links its sources.
Penalties, then a rankDocumented problems pull the score down with their evidence attached. Rank follows the score. Sponsored rows, where present, are labelled.
iVendors cannot buy a position. Every score rests on published evidence, documented problems pull it down, and a 9.1 here is not a 9.1 in another category.
Albert Richer
Albert RicherFounder · Memphis, TN

Sets the criteria and reviews the evidence before a ranking publishes. Email him if something here looks wrong.

04

Questions people ask

How much does Loopio cost to start?

The entry-level Foundations plan starts at approximately $20,000 per year, with pricing scaling further based on seats and add-ons like the Salesforce integration.

Do exported Loopio proposals need manual formatting?

Often, yes. Reviewers frequently report that exported Word and Excel documents require manual cleanup to fix formatting issues before they are client-ready.

Can I get a refund from PandaDoc?

No. PandaDoc's payment policy explicitly states no refunds are given upon cancellation, prorated or otherwise, with no exceptions, including accidental renewals.

Is PandaDoc HIPAA compliant?

Yes. PandaDoc is SOC 2 Type II certified and HIPAA compliant, and also supports Qualified Electronic Signatures for EU eIDAS compliance.

How much does Proposify cost?

Three tiers are listed: Basic at $29 per month, Team at $49, and Business at $65. The Basic plan is limited to 5 document sends per month.

Is Proposify secure for enterprise use?

Yes. It holds SOC 2 Type 2 certification, is GDPR compliant, and follows UETA and ESIGN standards for legally binding e-signatures.

Does QuoteCloud have a free plan?

Yes. The free plan includes 5 quotes per month, one user, and e-signatures. Paid plans start at $39 per user per month for the Essentials tier.

Does QuoteCloud work for travel agencies?

Yes. It integrates directly with Sabre GDS and Tramada Mid-Office, letting travel consultants import itineraries straight into proposals.

How is the best Sales Proposal Tools for B2B SaaS Companies decided?

Every product is scored on six criteria for this category, with cited evidence and documented penalties. Rank follows the overall score. Vendors cannot pay for a position.

How often is this ranking updated?

Products are re-scored when pricing, features or evidence change. This ranking was last updated July 11, 2026.

05

More in Sales Proposal & Quote Generation Tools

6 related rankings.

All of Sales Proposal & Quote Generation
Proposal and Quote Tools for Agencies and Services Firms8 productsProposal and Quote Tools for Field and Home Services10 productsProposal Tools for High Ticket and Enterprise Deals5 productsProposal Tools with Content and Template Libraries5 productsProposal Tools with Interactive Pricing Tables8 productsQuote Generation Tools Integrated with CRM10 products
Research

60% of market development funds go unused every quarter, leaving $35B untouched

May 25, 2026

Only 29% of sales enablement teams can directly tie their programs to revenue

May 11, 2026

Losing a single tenured financial advisor costs a firm $2 million in future revenue

Apr 3, 2026