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Sales Proposal & Quote Generation Tools

Top-Rated Sales Proposal & Quote Generation Tools in 2025 | 10 Top Picks

Albert Richer
Curated by :
Albert Richer
Updated Nov 19, 2025

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Sales Proposal & Quote Generation Tools
Albert Richer

Sales proposal and quote generation tools help teams produce accurate, professional proposals, pricing configurations, and customized quotes without manual formatting, copy pasting, or error prone spreadsheets. Instead of relying on inconsistent templates or outdated pricing documents, these platforms automate proposal creation, enforce pricing rules, integrate product catalogs, and streamline approvals through centralized workflows. Strong solutions support dynamic quoting, discount controls, e signature integration, branded templates, product bundling, multi currency support, approval routing, renewal workflows, and analytics on proposal performance. Sales proposal and quote generation tools help teams produce accurate, professional proposals, pricing configurations, and customized quotes without manual formatting, copy pasting, or error prone spreadsheets.

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Expert Score Breakdown

0.0 / 10
Excellent
1
Expert Score
9.9 / 10
658
53
CRM INTEGRATION
ANALYTICAL INSIGHTS
Selected From Proposal Tools with Content and Template Libraries
1
Proposify - Streamlined Sales Proposals
9.9

Proposify - Streamlined Sales Proposals

Proposify - Streamlined Sales Proposals
Starting at $19/month, Enterprise pricing available
View Website
CRM INTEGRATION
ANALYTICAL INSIGHTS

Why We Love It

Proposify stands out in the sales industry for its intuitive proposal creation and management features. Its digital tracking and signing capabilities eliminate the need for physical documents, significantly speeding up the process and increasing efficiency. The customizable templates also ensure that every proposal is tailored to the client, thereby increasing the chances of winning deals. It is especially beloved by sales professionals for its proven ability to double close rates.

Pros

  • Customizable proposal templates
  • Proposal tracking
  • Digital signatures
  • Boosts close rates
  • Speeds up sales process

Cons

  • May require some familiarization
  • Limited integrations
  • Additional cost for premium features

Starting at $19/month, Enterprise pricing available

Designed specifically for the sales industry, Proposify simplifies the proposal process with a rich library of customizable templates and content. It tracks and signs proposals digitally, speeding up the sales cycle and increasing close rates to double the industry average.

Pros

  • Customizable proposal templates
  • Proposal tracking
  • Digital signatures
  • Boosts close rates
  • Speeds up sales process

Cons

  • May require some familiarization
  • Limited integrations
  • Additional cost for premium features
CRM INTEGRATION
ANALYTICAL INSIGHTS

Why We Love It

Proposify stands out in the sales industry for its intuitive proposal creation and management features. Its digital tracking and signing capabilities eliminate the need for physical documents, significantly speeding up the process and increasing efficiency. The customizable templates also ensure that every proposal is tailored to the client, thereby increasing the chances of winning deals. It is especially beloved by sales professionals for its proven ability to double close rates.

Pros

  • Customizable proposal templates
  • Proposal tracking
  • Digital signatures
  • Boosts close rates
  • Speeds up sales process

Cons

  • May require some familiarization
  • Limited integrations
  • Additional cost for premium features

Why We Love It

Proposify stands out in the sales industry for its intuitive proposal creation and management features. Its digital tracking and signing capabilities eliminate the need for physical documents, significantly speeding up the process and increasing efficiency. The customizable templates also ensure that every proposal is tailored to the client, thereby increasing the chances of winning deals. It is especially beloved by sales professionals for its proven ability to double close rates.

Starting at $19/month, Enterprise pricing available

Designed specifically for the sales industry, Proposify simplifies the proposal process with a rich library of customizable templates and content. It tracks and signs proposals digitally, speeding up the sales cycle and increasing close rates to double the industry average.

2
Expert Score
9.7 / 10
590
133
FAST PROPOSAL CREATION
MOBILE ACCESSIBILITY
Selected From Proposal Tools for High Ticket and Enterprise Deals
2
HCP Sales Proposal Tool
9.7

HCP Sales Proposal Tool

HCP Sales Proposal Tool
Enterprise pricing available
View Website
FAST PROPOSAL CREATION
MOBILE ACCESSIBILITY

Why We Love It

The HouseCall Pro Sales Proposal Tool stands out for its focus on high-ticket and enterprise deal closures—a niche need in the industry that often requires a lot of time and effort. This software simplifies and accelerates the process, allowing industry professionals to create compelling proposals on the go, right from their phones. Its user-friendly design and focus on speed and efficiency make it a favorite among industry professionals.

Pros

  • Streamlined proposal creation
  • Mobile accessibility
  • Quick deal closures
  • Specialized for high-ticket deals
  • User-friendly design

Cons

  • Limited to mobile devices
  • Requires internet connection
  • May require some learning time

Enterprise pricing available

The HouseCall Pro Sales Proposal Tool is a robust solution designed for professionals seeking to accelerate their deal closure rates. This software specifically addresses the industry's needs for high-ticket and enterprise deal closures by enabling users to create impressive proposals within minutes, directly from their phones, and close deals faster.

Pros

  • Streamlined proposal creation
  • Mobile accessibility
  • Quick deal closures
  • Specialized for high-ticket deals
  • User-friendly design

Cons

  • Limited to mobile devices
  • Requires internet connection
  • May require some learning time
FAST PROPOSAL CREATION
MOBILE ACCESSIBILITY

Why We Love It

The HouseCall Pro Sales Proposal Tool stands out for its focus on high-ticket and enterprise deal closures—a niche need in the industry that often requires a lot of time and effort. This software simplifies and accelerates the process, allowing industry professionals to create compelling proposals on the go, right from their phones. Its user-friendly design and focus on speed and efficiency make it a favorite among industry professionals.

Pros

  • Streamlined proposal creation
  • Mobile accessibility
  • Quick deal closures
  • Specialized for high-ticket deals
  • User-friendly design

Cons

  • Limited to mobile devices
  • Requires internet connection
  • May require some learning time

Why We Love It

The HouseCall Pro Sales Proposal Tool stands out for its focus on high-ticket and enterprise deal closures—a niche need in the industry that often requires a lot of time and effort. This software simplifies and accelerates the process, allowing industry professionals to create compelling proposals on the go, right from their phones. Its user-friendly design and focus on speed and efficiency make it a favorite among industry professionals.

Enterprise pricing available

The HouseCall Pro Sales Proposal Tool is a robust solution designed for professionals seeking to accelerate their deal closure rates. This software specifically addresses the industry's needs for high-ticket and enterprise deal closures by enabling users to create impressive proposals within minutes, directly from their phones, and close deals faster.

3
Expert Score
9.6 / 10
655
75
USER-FRIENDLY
Selected From Proposal Tools with Interactive Pricing Tables
3
Smart Pricing Table
9.6

Smart Pricing Table

Smart Pricing Table
Free trial available, Pricing starts at $19/month
View Website
USER-FRIENDLY

Why We Love It

Smart Pricing Table is a game-changer for service businesses as it streamlines the proposal process. It's not just a tool but a solution that understands industry-specific needs and provides an efficient way to create, manage, and negotiate proposals. The ability to quickly create interactive pricing tables, offering clients transparency, and the convenience of amendment is what industry professionals love about this software.

Pros

  • Intuitive interface
  • Industry-specific features
  • Robust analytics
  • Time-saving templates
  • Interactive pricing tables

Cons

  • Limited customization options
  • May require initial training

Free trial available, Pricing starts at $19/month

Smart Pricing Table is a proposal software specifically designed for service businesses like agencies and firms. With its smart templates, reusable components, and interactive options, it efficiently addresses the need for quick, clear, and cost-effective proposals in the service industry.

Pros

  • Intuitive interface
  • Industry-specific features
  • Robust analytics
  • Time-saving templates
  • Interactive pricing tables

Cons

  • Limited customization options
  • May require initial training
USER-FRIENDLY

Why We Love It

Smart Pricing Table is a game-changer for service businesses as it streamlines the proposal process. It's not just a tool but a solution that understands industry-specific needs and provides an efficient way to create, manage, and negotiate proposals. The ability to quickly create interactive pricing tables, offering clients transparency, and the convenience of amendment is what industry professionals love about this software.

Pros

  • Intuitive interface
  • Industry-specific features
  • Robust analytics
  • Time-saving templates
  • Interactive pricing tables

Cons

  • Limited customization options
  • May require initial training

Why We Love It

Smart Pricing Table is a game-changer for service businesses as it streamlines the proposal process. It's not just a tool but a solution that understands industry-specific needs and provides an efficient way to create, manage, and negotiate proposals. The ability to quickly create interactive pricing tables, offering clients transparency, and the convenience of amendment is what industry professionals love about this software.

Free trial available, Pricing starts at $19/month

Smart Pricing Table is a proposal software specifically designed for service businesses like agencies and firms. With its smart templates, reusable components, and interactive options, it efficiently addresses the need for quick, clear, and cost-effective proposals in the service industry.

4
Expert Score
9.4 / 10
690
160
APPROVAL WORKFLOWS
PROFESSIONAL OUTPUT
Selected From Proposal and Quote Tools for Agencies and Services Firms
4
QuoteWerks Sales Quoting
9.4

QuoteWerks Sales Quoting

QuoteWerks Sales Quoting
Pricing model: 'Starting at $15/user/month, Enterprise pricing available'
View Website
APPROVAL WORKFLOWS
PROFESSIONAL OUTPUT

Why We Love It

QuoteWerks is an indispensable tool for agencies and service firms, as it integrates with most CRM and accounting software, ensuring seamless data transfer and eliminating manual entry errors. The software's ability to provide real-time pricing and inventory levels, coupled with approval workflows and e-signature capabilities, significantly speeds up the sales process. Its robust functionality and industry-specific features make it a favorite among professionals in the sector.

Pros

  • Customizable quote templates
  • Integration with CRM and accounting software
  • Real-time pricing and availability
  • Approval workflows
  • E-Signature functionality

Cons

  • Interface can be outdated
  • Steep learning curve
  • Limited customization without tech expertise

Pricing model: 'Starting at $15/user/month, Enterprise pricing available'

QuoteWerks is a robust, industry-specific SaaS solution designed to streamline the sales quoting and proposal process for agencies and service firms. It allows professionals to create branded, professional quotes, and include essential documents such as SOWs and contracts, catering to the unique needs of the industry for efficiency, accuracy and customization in their sales process.

Pros

  • Customizable quote templates
  • Integration with CRM and accounting software
  • Real-time pricing and availability
  • Approval workflows
  • E-Signature functionality

Cons

  • Interface can be outdated
  • Steep learning curve
  • Limited customization without tech expertise
APPROVAL WORKFLOWS
PROFESSIONAL OUTPUT

Why We Love It

QuoteWerks is an indispensable tool for agencies and service firms, as it integrates with most CRM and accounting software, ensuring seamless data transfer and eliminating manual entry errors. The software's ability to provide real-time pricing and inventory levels, coupled with approval workflows and e-signature capabilities, significantly speeds up the sales process. Its robust functionality and industry-specific features make it a favorite among professionals in the sector.

Pros

  • Customizable quote templates
  • Integration with CRM and accounting software
  • Real-time pricing and availability
  • Approval workflows
  • E-Signature functionality

Cons

  • Interface can be outdated
  • Steep learning curve
  • Limited customization without tech expertise

Why We Love It

QuoteWerks is an indispensable tool for agencies and service firms, as it integrates with most CRM and accounting software, ensuring seamless data transfer and eliminating manual entry errors. The software's ability to provide real-time pricing and inventory levels, coupled with approval workflows and e-signature capabilities, significantly speeds up the sales process. Its robust functionality and industry-specific features make it a favorite among professionals in the sector.

Pricing model: 'Starting at $15/user/month, Enterprise pricing available'

QuoteWerks is a robust, industry-specific SaaS solution designed to streamline the sales quoting and proposal process for agencies and service firms. It allows professionals to create branded, professional quotes, and include essential documents such as SOWs and contracts, catering to the unique needs of the industry for efficiency, accuracy and customization in their sales process.

5
Expert Score
9.3 / 10
463
92
INTERACTIVE PROPOSALS
ENGAGING PRESENTATIONS
Selected From Proposal Tools with Interactive Pricing Tables
5
Offorte Proposal Presentation
9.3

Offorte Proposal Presentation

Offorte Proposal Presentation
Free trial available, Pricing starts at €15/month
View Website
INTERACTIVE PROPOSALS
ENGAGING PRESENTATIONS

Why We Love It

Offorte's proposal presentation software is a game-changer in the industry. It's not just about sending a proposal, but about creating an experience. With interactive presentations, video integration, and frictionless signing, it makes the proposal process more engaging and efficient. Industry professionals love it for its ability to bring proposals to life, simplify pricing discussions, and expedite the signing process, all of which can significantly impact sales closure rates.

Pros

  • Interactive proposal presentations
  • Easy to use
  • Collaboration tools
  • Frictionless signing
  • 24/7 support

Cons

  • Limited customization options
  • Relatively new in the market
  • Pricing could be a concern for small businesses

Free trial available, Pricing starts at €15/month

Offorte's Proposal Presentation software is an innovative solution for professionals in industries that require detailed proposals with interactive pricing tables. It leverages technology to transform traditional proposals into interactive presentations, integrating features like videos, pricing tables, and client collaboration tools. This makes it an ideal choice for industries where visually appealing, detailed, and interactive proposals play a key role in sales and revenue generation.

Pros

  • Interactive proposal presentations
  • Easy to use
  • Collaboration tools
  • Frictionless signing
  • 24/7 support

Cons

  • Limited customization options
  • Relatively new in the market
  • Pricing could be a concern for small businesses
INTERACTIVE PROPOSALS
ENGAGING PRESENTATIONS

Why We Love It

Offorte's proposal presentation software is a game-changer in the industry. It's not just about sending a proposal, but about creating an experience. With interactive presentations, video integration, and frictionless signing, it makes the proposal process more engaging and efficient. Industry professionals love it for its ability to bring proposals to life, simplify pricing discussions, and expedite the signing process, all of which can significantly impact sales closure rates.

Pros

  • Interactive proposal presentations
  • Easy to use
  • Collaboration tools
  • Frictionless signing
  • 24/7 support

Cons

  • Limited customization options
  • Relatively new in the market
  • Pricing could be a concern for small businesses

Why We Love It

Offorte's proposal presentation software is a game-changer in the industry. It's not just about sending a proposal, but about creating an experience. With interactive presentations, video integration, and frictionless signing, it makes the proposal process more engaging and efficient. Industry professionals love it for its ability to bring proposals to life, simplify pricing discussions, and expedite the signing process, all of which can significantly impact sales closure rates.

Free trial available, Pricing starts at €15/month

Offorte's Proposal Presentation software is an innovative solution for professionals in industries that require detailed proposals with interactive pricing tables. It leverages technology to transform traditional proposals into interactive presentations, integrating features like videos, pricing tables, and client collaboration tools. This makes it an ideal choice for industries where visually appealing, detailed, and interactive proposals play a key role in sales and revenue generation.

6
Expert Score
9.1 / 10
634
135
SPEEDY SIGNATURES
USER-FRIENDLY DESIGN
Selected From Proposal Tools with Content and Template Libraries
6
Better Proposals
9.1

Better Proposals

Better Proposals
Pricing starts at $19/month, with Enterprise pricing available
View Website
SPEEDY SIGNATURES
USER-FRIENDLY DESIGN

Why We Love It

Better Proposals is particularly loved by sales professionals and proposal writers for its automation features, saving them countless hours on proposal creation and follow-up. Plus, its web-based, interactive experience impresses clients and creates a seamless, efficient proposal process. With its digital signatures feature, it eliminates the need for time-consuming traditional signing methods, accelerating the closure of deals.

Pros

  • Automates proposal process
  • Web-based interactive experience
  • Digital signatures
  • Content and template libraries

Cons

  • Limited offline capabilities
  • May require learning curve
  • Additional cost for premium features

Pricing starts at $19/month, with Enterprise pricing available

Better Proposals is a game-changer for professionals in need of a streamlined, efficient way to create and manage proposals. Its automation capabilities save time on proposal creation, sending, and follow-up, while its web-based, interactive experience and digital signatures make it a modern solution for today's digital-driven sales environment.

Pros

  • Automates proposal process
  • Web-based interactive experience
  • Digital signatures
  • Content and template libraries

Cons

  • Limited offline capabilities
  • May require learning curve
  • Additional cost for premium features
SPEEDY SIGNATURES
USER-FRIENDLY DESIGN

Why We Love It

Better Proposals is particularly loved by sales professionals and proposal writers for its automation features, saving them countless hours on proposal creation and follow-up. Plus, its web-based, interactive experience impresses clients and creates a seamless, efficient proposal process. With its digital signatures feature, it eliminates the need for time-consuming traditional signing methods, accelerating the closure of deals.

Pros

  • Automates proposal process
  • Web-based interactive experience
  • Digital signatures
  • Content and template libraries

Cons

  • Limited offline capabilities
  • May require learning curve
  • Additional cost for premium features

Why We Love It

Better Proposals is particularly loved by sales professionals and proposal writers for its automation features, saving them countless hours on proposal creation and follow-up. Plus, its web-based, interactive experience impresses clients and creates a seamless, efficient proposal process. With its digital signatures feature, it eliminates the need for time-consuming traditional signing methods, accelerating the closure of deals.

Pricing starts at $19/month, with Enterprise pricing available

Better Proposals is a game-changer for professionals in need of a streamlined, efficient way to create and manage proposals. Its automation capabilities save time on proposal creation, sending, and follow-up, while its web-based, interactive experience and digital signatures make it a modern solution for today's digital-driven sales environment.

7
Expert Score
9.0 / 10
492
44
COLLABORATIVE STAR
AI-POWERED PROPOSALS
Selected From Proposal Tools with Content and Template Libraries
7
Loopio Proposal Software
9.0

Loopio Proposal Software

Loopio Proposal Software
Enterprise pricing available
View Website
COLLABORATIVE STAR
AI-POWERED PROPOSALS

Why We Love It

Loopio's Proposal Software is a game-changer in the sales industry. It streamlines the creation and management of proposals, allowing sales teams to focus on closing deals rather than administrative tasks. With branded documents and reusable templates, the software ensures consistency across all proposals. Plus, the intelligent automation reduces manual work, making the proposal process faster and more efficient. For sales professionals, this means more time for client interaction and less time spent on paperwork.

Pros

  • Efficient proposal creation
  • Reusable templates
  • Intelligent automation
  • Branded documents
  • User-friendly interface

Cons

  • May require initial setup time
  • Lack of out-of-the-box integrations

Enterprise pricing available

Loopio's Proposal Software is a comprehensive solution designed to streamline the sales process for businesses. It offers branded documents, reusable templates, and intelligent automation, making it perfect for sales teams looking for an efficient way to generate, manage, and track proposals. The easy-to-use builder is a game-changer for fast-paced sales environments.

Pros

  • Efficient proposal creation
  • Reusable templates
  • Intelligent automation
  • Branded documents
  • User-friendly interface

Cons

  • May require initial setup time
  • Lack of out-of-the-box integrations
COLLABORATIVE STAR
AI-POWERED PROPOSALS

Why We Love It

Loopio's Proposal Software is a game-changer in the sales industry. It streamlines the creation and management of proposals, allowing sales teams to focus on closing deals rather than administrative tasks. With branded documents and reusable templates, the software ensures consistency across all proposals. Plus, the intelligent automation reduces manual work, making the proposal process faster and more efficient. For sales professionals, this means more time for client interaction and less time spent on paperwork.

Pros

  • Efficient proposal creation
  • Reusable templates
  • Intelligent automation
  • Branded documents
  • User-friendly interface

Cons

  • May require initial setup time
  • Lack of out-of-the-box integrations

Why We Love It

Loopio's Proposal Software is a game-changer in the sales industry. It streamlines the creation and management of proposals, allowing sales teams to focus on closing deals rather than administrative tasks. With branded documents and reusable templates, the software ensures consistency across all proposals. Plus, the intelligent automation reduces manual work, making the proposal process faster and more efficient. For sales professionals, this means more time for client interaction and less time spent on paperwork.

Enterprise pricing available

Loopio's Proposal Software is a comprehensive solution designed to streamline the sales process for businesses. It offers branded documents, reusable templates, and intelligent automation, making it perfect for sales teams looking for an efficient way to generate, manage, and track proposals. The easy-to-use builder is a game-changer for fast-paced sales environments.

8
Expert Score
8.8 / 10
431
79
INTEGRATED ANALYTICS
Selected From Proposal and Quote Tools for Agencies and Services Firms
8
Revv Proposal Software
8.8

Revv Proposal Software

Revv Proposal Software
Free trial available, premium plans start at $19/month
View Website
INTEGRATED ANALYTICS

Why We Love It

Revv is a game-changer for agencies and service firms. Its easy-to-use interface and real-time tracking allow businesses to create proposals quickly and efficiently, reducing the time spent on administrative tasks. The secure electronic signature feature speeds up the approval process, while the collaboration support ensures everyone's on the same page. Plus, with its vast template library, you'll never start from scratch again.

Pros

  • Easy proposal creation
  • Real-time tracking
  • Secure electronic signature
  • Collaboration support
  • Template library

Cons

  • Limited free trial
  • Requires some learning curve
  • No offline mode

Free trial available, premium plans start at $19/month

Revv is a SaaS solution designed to streamline the proposal generation process for agencies and service firms. Its intuitive features allow users to create, manage, and track proposals in real-time, providing unprecedented control and visibility into a crucial stage of the sales process.

Pros

  • Easy proposal creation
  • Real-time tracking
  • Secure electronic signature
  • Collaboration support
  • Template library

Cons

  • Limited free trial
  • Requires some learning curve
  • No offline mode
INTEGRATED ANALYTICS

Why We Love It

Revv is a game-changer for agencies and service firms. Its easy-to-use interface and real-time tracking allow businesses to create proposals quickly and efficiently, reducing the time spent on administrative tasks. The secure electronic signature feature speeds up the approval process, while the collaboration support ensures everyone's on the same page. Plus, with its vast template library, you'll never start from scratch again.

Pros

  • Easy proposal creation
  • Real-time tracking
  • Secure electronic signature
  • Collaboration support
  • Template library

Cons

  • Limited free trial
  • Requires some learning curve
  • No offline mode

Why We Love It

Revv is a game-changer for agencies and service firms. Its easy-to-use interface and real-time tracking allow businesses to create proposals quickly and efficiently, reducing the time spent on administrative tasks. The secure electronic signature feature speeds up the approval process, while the collaboration support ensures everyone's on the same page. Plus, with its vast template library, you'll never start from scratch again.

Free trial available, premium plans start at $19/month

Revv is a SaaS solution designed to streamline the proposal generation process for agencies and service firms. Its intuitive features allow users to create, manage, and track proposals in real-time, providing unprecedented control and visibility into a crucial stage of the sales process.

9
Expert Score
8.7 / 10
355
94
CRM INTEGRATION
CLIENT COLLABORATION
Selected From Proposal Tools with Interactive Pricing Tables
9
PandaDoc Pricing Tables
8.7

PandaDoc Pricing Tables

PandaDoc Pricing Tables
Free trial available, Paid plans starting at $19/month
View Website
CRM INTEGRATION
CLIENT COLLABORATION

Why We Love It

PandaDoc's Pricing Tables for Proposals & Quotes is a game-changer for professionals who juggle complex pricing structures, diverse product catalogs, or fast-paced sales. It's not just a software; it's a tool that streamlines your sales process, reduces human error, and gives you the power to create accurate, compelling proposals with ease. It's the perfect blend of efficiency and accuracy, making it a favorite among industry professionals.

Pros

  • Fast, accurate pricing
  • Integration with CRMs
  • Supports complex pricing structures
  • Streamlines proposal creation
  • Boosts sales efficiency

Cons

  • Requires learning curve
  • Pricing may be high for some users
  • Limited customization features

Free trial available, Paid plans starting at $19/month

PandaDoc's Pricing Tables for Proposals & Quotes is a cutting-edge solution for sales professionals in any industry. It seamlessly integrates with product catalogs and CRMs to facilitate fast, accurate, and consistent pricing. It's especially valuable for those in industries with complex pricing structures or a wide range of products or services.

Pros

  • Fast, accurate pricing
  • Integration with CRMs
  • Supports complex pricing structures
  • Streamlines proposal creation
  • Boosts sales efficiency

Cons

  • Requires learning curve
  • Pricing may be high for some users
  • Limited customization features
CRM INTEGRATION
CLIENT COLLABORATION

Why We Love It

PandaDoc's Pricing Tables for Proposals & Quotes is a game-changer for professionals who juggle complex pricing structures, diverse product catalogs, or fast-paced sales. It's not just a software; it's a tool that streamlines your sales process, reduces human error, and gives you the power to create accurate, compelling proposals with ease. It's the perfect blend of efficiency and accuracy, making it a favorite among industry professionals.

Pros

  • Fast, accurate pricing
  • Integration with CRMs
  • Supports complex pricing structures
  • Streamlines proposal creation
  • Boosts sales efficiency

Cons

  • Requires learning curve
  • Pricing may be high for some users
  • Limited customization features

Why We Love It

PandaDoc's Pricing Tables for Proposals & Quotes is a game-changer for professionals who juggle complex pricing structures, diverse product catalogs, or fast-paced sales. It's not just a software; it's a tool that streamlines your sales process, reduces human error, and gives you the power to create accurate, compelling proposals with ease. It's the perfect blend of efficiency and accuracy, making it a favorite among industry professionals.

Free trial available, Paid plans starting at $19/month

PandaDoc's Pricing Tables for Proposals & Quotes is a cutting-edge solution for sales professionals in any industry. It seamlessly integrates with product catalogs and CRMs to facilitate fast, accurate, and consistent pricing. It's especially valuable for those in industries with complex pricing structures or a wide range of products or services.

10
Expert Score
10.0 / 10
355
76
MULTIMEDIA SUPPORT
Selected From Proposal Tools with Interactive Pricing Tables
10
Interactive Proposal - DealHub
10.0

Interactive Proposal - DealHub

Interactive Proposal - DealHub
Contact for pricing information
View Website
MULTIMEDIA SUPPORT

Why We Love It

DealHub's Interactive Proposal is a game-changer for sales professionals. Not only does it modernize the proposal process with multimedia elements, but it also incorporates dynamic pricing tables, allowing for flexibility and customization based on client needs. It takes the static, one-size-fits-all approach of traditional proposals and transforms it into an engaging, personalized experience. This tool is a true testament to the capabilities of digital sales tools and how they can enhance proposal generation and conversion rates.

Pros

  • Multimedia proposal creation
  • Dynamic pricing tables
  • Personalized proposals
  • Streamlined proposal process

Cons

  • Pricing information not directly available
  • May require training to fully utilize

Contact for pricing information

DealHub's Interactive Proposal is an innovative SaaS solution that revolutionizes sales proposal generation. By allowing the inclusion of multimedia elements like videos, images, and dynamic pricing tables, it caters specifically to the needs of sales professionals in the digital era. This tool streamlines the proposal process, making it more engaging, personalized, and effective.

Pros

  • Multimedia proposal creation
  • Dynamic pricing tables
  • Personalized proposals
  • Streamlined proposal process

Cons

  • Pricing information not directly available
  • May require training to fully utilize
MULTIMEDIA SUPPORT

Why We Love It

DealHub's Interactive Proposal is a game-changer for sales professionals. Not only does it modernize the proposal process with multimedia elements, but it also incorporates dynamic pricing tables, allowing for flexibility and customization based on client needs. It takes the static, one-size-fits-all approach of traditional proposals and transforms it into an engaging, personalized experience. This tool is a true testament to the capabilities of digital sales tools and how they can enhance proposal generation and conversion rates.

Pros

  • Multimedia proposal creation
  • Dynamic pricing tables
  • Personalized proposals
  • Streamlined proposal process

Cons

  • Pricing information not directly available
  • May require training to fully utilize

Why We Love It

DealHub's Interactive Proposal is a game-changer for sales professionals. Not only does it modernize the proposal process with multimedia elements, but it also incorporates dynamic pricing tables, allowing for flexibility and customization based on client needs. It takes the static, one-size-fits-all approach of traditional proposals and transforms it into an engaging, personalized experience. This tool is a true testament to the capabilities of digital sales tools and how they can enhance proposal generation and conversion rates.

Contact for pricing information

DealHub's Interactive Proposal is an innovative SaaS solution that revolutionizes sales proposal generation. By allowing the inclusion of multimedia elements like videos, images, and dynamic pricing tables, it caters specifically to the needs of sales professionals in the digital era. This tool streamlines the proposal process, making it more engaging, personalized, and effective.

Product Comparison

Product Integrates With Zapier Supports SSO Has Public API Has Free Plan Popular Integrations Live Chat Support SOC 2 or ISO Certified Has Free Trial Starting Price Has Mobile App
1PandaDoc Pricing Tables
 Yes Yes Yes No Salesforce, HubSpot, Google Workspace Yes SOC 2 Yes - 14 days $19/month Yes
2Interactive Proposal - DealHub
 No Not specified Not specified No Custom integrations only Email/Ticket only Not specified Contact for trial Contact for pricing Web-only
3Proposify - Proposal Software
 Yes Yes Yes No Salesforce, HubSpot, QuickBooks Yes SOC 2 Yes - 14 days $19/month Yes
4Smart Pricing Table
 No Not specified Not specified No Limited integrations Email/Ticket only Not specified Yes - 14 days $19/month Web-only
5Offorte Proposal Presentation
 No Not specified Not specified No Limited integrations Email/Ticket only Not specified Yes - 14 days €15/month Web-only
6HVACBase Proposal Software
 No No No No Custom integrations only Email/Ticket only Not specified Contact for trial Enterprise pricing available Web-only
7PandaDoc Sales Proposal
 Yes Yes Yes Yes Salesforce, HubSpot, Google Workspace Yes SOC 2 Yes - 14 days $19/month Yes
8HouseCall Pro Estimation Software
 Yes Yes Yes Yes QuickBooks, Google Calendar, Mailchimp Yes Not specified Yes - 30 days $49/month Yes
9D-Tools Residential Systems Software
 No No No No Custom integrations only Email/Ticket only Not specified Contact for trial Enterprise pricing available Web-only
10Revv Proposal Software
 Yes Yes Yes No Salesforce, HubSpot, Google Workspace Yes Not specified Yes - 14 days $19/month Web-only
1

PandaDoc Pricing Tables

Integrates With Zapier
Yes
Supports SSO
Yes
Has Public API
Yes
Has Free Plan
No
Popular Integrations
Salesforce, HubSpot, Google Workspace
Live Chat Support
Yes
SOC 2 or ISO Certified
SOC 2
Has Free Trial
Yes - 14 days
Starting Price
$19/month
Has Mobile App
Yes
2

Interactive Proposal - DealHub

Integrates With Zapier
No
Supports SSO
Not specified
Has Public API
Not specified
Has Free Plan
No
Popular Integrations
Custom integrations only
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Has Free Trial
Contact for trial
Starting Price
Contact for pricing
Has Mobile App
Web-only
3

Proposify - Proposal Software

Integrates With Zapier
Yes
Supports SSO
Yes
Has Public API
Yes
Has Free Plan
No
Popular Integrations
Salesforce, HubSpot, QuickBooks
Live Chat Support
Yes
SOC 2 or ISO Certified
SOC 2
Has Free Trial
Yes - 14 days
Starting Price
$19/month
Has Mobile App
Yes
4

Smart Pricing Table

Integrates With Zapier
No
Supports SSO
Not specified
Has Public API
Not specified
Has Free Plan
No
Popular Integrations
Limited integrations
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Has Free Trial
Yes - 14 days
Starting Price
$19/month
Has Mobile App
Web-only
5

Offorte Proposal Presentation

Integrates With Zapier
No
Supports SSO
Not specified
Has Public API
Not specified
Has Free Plan
No
Popular Integrations
Limited integrations
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Has Free Trial
Yes - 14 days
Starting Price
€15/month
Has Mobile App
Web-only
6

HVACBase Proposal Software

Integrates With Zapier
No
Supports SSO
No
Has Public API
No
Has Free Plan
No
Popular Integrations
Custom integrations only
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Has Free Trial
Contact for trial
Starting Price
Enterprise pricing available
Has Mobile App
Web-only
7

PandaDoc Sales Proposal

Integrates With Zapier
Yes
Supports SSO
Yes
Has Public API
Yes
Has Free Plan
Yes
Popular Integrations
Salesforce, HubSpot, Google Workspace
Live Chat Support
Yes
SOC 2 or ISO Certified
SOC 2
Has Free Trial
Yes - 14 days
Starting Price
$19/month
Has Mobile App
Yes
8

HouseCall Pro Estimation Software

Integrates With Zapier
Yes
Supports SSO
Yes
Has Public API
Yes
Has Free Plan
Yes
Popular Integrations
QuickBooks, Google Calendar, Mailchimp
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Has Free Trial
Yes - 30 days
Starting Price
$49/month
Has Mobile App
Yes
9

D-Tools Residential Systems Software

Integrates With Zapier
No
Supports SSO
No
Has Public API
No
Has Free Plan
No
Popular Integrations
Custom integrations only
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Has Free Trial
Contact for trial
Starting Price
Enterprise pricing available
Has Mobile App
Web-only
10

Revv Proposal Software

Integrates With Zapier
Yes
Supports SSO
Yes
Has Public API
Yes
Has Free Plan
No
Popular Integrations
Salesforce, HubSpot, Google Workspace
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Has Free Trial
Yes - 14 days
Starting Price
$19/month
Has Mobile App
Web-only

Similar Categories

Sales Proposal Tools for B2B SaaS Companies
Sales Proposal Tools for B2B SaaS Companies
 Quote Generation Tools Integrated with CRM
Quote Generation Tools Integrated with CRM
 Proposal Tools with Interactive Pricing Tables
Proposal Tools with Interactive Pricing Tables
 Proposal Tools with Content and Template Libraries
Proposal Tools with Content and Template Libraries
 Proposal Tools for High Ticket and Enterprise Deals
Proposal Tools for High Ticket and Enterprise Deals
 Proposal and Quote Tools for Field and Home Services
Proposal and Quote Tools for Field and Home Services
 Proposal and Quote Tools for Agencies and Services Firms
Proposal and Quote Tools for Agencies and Services Firms
 Lightweight Proposal Tools for Freelancers and Micro Agencies
Lightweight Proposal Tools for Freelancers and Micro Agencies

How We Rank Products

How We Evaluate Products

How We Evaluate at This Level

This category highlights the strongest overall performers across closely related, specialized use cases.

Rather than evaluating products in isolation, we first analyze performance within highly specific niches, such as Lightweight Proposal Tools for Freelancers and Micro Agencies, Proposal and Quote Tools for Agencies and Services Firms, Proposal and Quote Tools for Field and Home Services and Proposal Tools for High Ticket and Enterprise Deals .

From those niche evaluations, we surface products that consistently demonstrate strength across multiple use cases.

Only solutions that perform at a high level across several specialized categories are featured here. This approach allows us to identify well-rounded platforms that excel beyond a single narrow scenario and represent the best all-around options within this broader category.

Our Evaluation Process

Our Evaluation Process

For proposal and quote tools, we evaluate template management, pricing configuration, approval workflows, eSignature support, and automated document creation. We assess integrations with CRM, CPQ systems, document management, and billing tools. We also review analytics on proposal engagement and speed to close. At the Level 3 view, we highlight platforms that excel across Level 4 categories such as simple proposal builders, advanced quoting platforms, and enterprise sales document systems.

Verification

Categories reflect standard sales proposal, quoting, and document management practices. Our taxonomy aligns with how sales and finance teams evaluate proposal tools by complexity and accuracy. Level 3 entries derive from deeper Level 4 analyses across deal sizes, approval chains, and pricing structures.

Verification

  • Products evaluated through comprehensive research and analysis of market trends and user satisfaction.
  • Rankings based on an extensive review of features, customer feedback, and expert insights.
  • Selection criteria focus on functionality, ease of use, and integration capabilities within sales workflows.

As an Amazon Associate, we earn from qualifying purchases. We may also earn commissions from other affiliate partners.

Frequently Asked Questions About Sales Proposal & Quote Generation Tools

What makes a sales proposal & quote generation tools the "best"?

We evaluate products based on quality, performance, value for money, user reviews, durability, and ease of use. Our rankings are updated regularly to reflect the latest market offerings and user feedback.

How often do you update your sales proposal & quote generation tools recommendations?

Our team continuously monitors the market for new products and updates our recommendations quarterly. We also adjust rankings based on user feedback and new testing results.

Do you test all the products you recommend?

Yes, whenever possible, we physically test products in our labs. For products we can't test directly, we rely on verified user reviews, expert opinions, and detailed specifications to make informed recommendations.

What if I'm looking for a specific type of sales proposal & quote generation tools?

Our top 10 list covers the most popular and highly-rated options. If you have specific requirements, check our detailed product descriptions and pros/cons to find the best match for your needs.

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What This Award Means