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Top Proposal and Quote Tools for Agencies and Services Firms for 2025 - 8 Best Options

Albert Richer
Curated by :
Albert Richer
Updated Nov 22, 2025

This page reflects a narrower topic — see all Sales Proposal & Quote Generation Tools tools here.

Proposal and Quote Tools for Agencies and Services Firms
Albert Richer

Finding the Right Fit: Insights into Proposal and Quote Tools for Agencies and Services Firms When it comes to selecting proposal and quote tools, customer reviews indicate that functionality often trumps flashy features. Market research suggests that agencies frequently prioritize collaboration capabilities and user-friendly interfaces over more complex functionalities. Finding the Right Fit: Insights into Proposal and Quote Tools for Agencies and Services Firms When it comes to selecting proposal and quote tools, customer reviews indicate that functionality often trumps flashy features. Market research suggests that agencies frequently prioritize collaboration capabilities and user-friendly interfaces over more complex functionalities.

Similar Categories
1
Expert Score
9.8 / 10
639
71
FAST PROPOSAL CREATION
E-SIGNATURE READY
1
Proposify
9.8

Proposify

Proposify
View Website
Pricing starts at $19/month, 'Enterprise pricing available'
FAST PROPOSAL CREATION
E-SIGNATURE READY

Why We Love It

Proposify is a game-changer for agencies and service firms. Its industry-centric features like customizable templates, integrated electronic signatures, and advanced proposal tracking significantly reduce the time spent on creating and managing proposals. In addition, its robust analytics provide invaluable insights into proposal performance, empowering businesses to make data-driven decisions and increase their close rates.

Pros

  • Intuitive interface
  • Advanced proposal tracking
  • Integrated electronic signatures
  • Customizable templates
  • Robust analytics

Cons

  • May require initial training to fully utilize
  • Limited integrations with some CRM tools
  • No free plan available

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

Proposify is a powerful proposal software that specializes in streamlining the sales process, specifically for agencies and service firms. It provides comprehensive control and visibility, enabling teams to easily create, track, and sign winning proposals, thereby increasing the close rate.

Pros

  • Intuitive interface
  • Advanced proposal tracking
  • Integrated electronic signatures
  • Customizable templates
  • Robust analytics

Cons

  • May require initial training to fully utilize
  • Limited integrations with some CRM tools
  • No free plan available
FAST PROPOSAL CREATION
E-SIGNATURE READY

Why We Love It

Proposify is a game-changer for agencies and service firms. Its industry-centric features like customizable templates, integrated electronic signatures, and advanced proposal tracking significantly reduce the time spent on creating and managing proposals. In addition, its robust analytics provide invaluable insights into proposal performance, empowering businesses to make data-driven decisions and increase their close rates.

Pros

  • Intuitive interface
  • Advanced proposal tracking
  • Integrated electronic signatures
  • Customizable templates
  • Robust analytics

Cons

  • May require initial training to fully utilize
  • Limited integrations with some CRM tools
  • No free plan available

Why We Love It

Proposify is a game-changer for agencies and service firms. Its industry-centric features like customizable templates, integrated electronic signatures, and advanced proposal tracking significantly reduce the time spent on creating and managing proposals. In addition, its robust analytics provide invaluable insights into proposal performance, empowering businesses to make data-driven decisions and increase their close rates.

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

Proposify is a powerful proposal software that specializes in streamlining the sales process, specifically for agencies and service firms. It provides comprehensive control and visibility, enabling teams to easily create, track, and sign winning proposals, thereby increasing the close rate.

2
Expert Score
9.6 / 10
690
160
APPROVAL WORKFLOWS
PROFESSIONAL OUTPUT
2
QuoteWerks Sales Quoting
9.6

QuoteWerks Sales Quoting

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

3
Expert Score
9.4 / 10
384
96
CRM INTEGRATION
BRAND ENHANCEMENT
3
Better Proposals
9.4

Better Proposals

Better Proposals
View Website
Pricing starts from $19/month, with options for a premium plan and custom enterprise pricing.
CRM INTEGRATION
BRAND ENHANCEMENT

Why We Love It

Better Proposals addresses the unique needs of agencies and services firms that often need to create numerous proposals quickly and efficiently. It helps to streamline the proposal writing process, reducing the time spent on administrative tasks. The in-built analytics feature provides valuable insights into how prospects engage with the proposal, helping firms refine their proposal strategies. Furthermore, the real-time notifications mean that firms can respond promptly when a prospect interacts with their proposal, significantly increasing their chances of closing deals.

Pros

  • Easy to use interface
  • Customizable templates
  • In-built analytics
  • Real-time notifications
  • Integration with popular CRM systems

Cons

  • Limited design features
  • Extra cost for additional users
  • No free version available

Pricing starts from $19/month, with options for a premium plan and custom enterprise pricing.

Better Proposals is an online proposal software specifically designed to streamline the proposal creation process for agencies and services firms. By leveraging this tool, these firms can create highly professional, engaging, and brand-enhancing proposals in minutes, thereby improving their chances of winning clients and closing deals.

Pros

  • Easy to use interface
  • Customizable templates
  • In-built analytics
  • Real-time notifications
  • Integration with popular CRM systems

Cons

  • Limited design features
  • Extra cost for additional users
  • No free version available
CRM INTEGRATION
BRAND ENHANCEMENT

Why We Love It

Better Proposals addresses the unique needs of agencies and services firms that often need to create numerous proposals quickly and efficiently. It helps to streamline the proposal writing process, reducing the time spent on administrative tasks. The in-built analytics feature provides valuable insights into how prospects engage with the proposal, helping firms refine their proposal strategies. Furthermore, the real-time notifications mean that firms can respond promptly when a prospect interacts with their proposal, significantly increasing their chances of closing deals.

Pros

  • Easy to use interface
  • Customizable templates
  • In-built analytics
  • Real-time notifications
  • Integration with popular CRM systems

Cons

  • Limited design features
  • Extra cost for additional users
  • No free version available

Why We Love It

Better Proposals addresses the unique needs of agencies and services firms that often need to create numerous proposals quickly and efficiently. It helps to streamline the proposal writing process, reducing the time spent on administrative tasks. The in-built analytics feature provides valuable insights into how prospects engage with the proposal, helping firms refine their proposal strategies. Furthermore, the real-time notifications mean that firms can respond promptly when a prospect interacts with their proposal, significantly increasing their chances of closing deals.

Pricing starts from $19/month, with options for a premium plan and custom enterprise pricing.

Better Proposals is an online proposal software specifically designed to streamline the proposal creation process for agencies and services firms. By leveraging this tool, these firms can create highly professional, engaging, and brand-enhancing proposals in minutes, thereby improving their chances of winning clients and closing deals.

4
Expert Score
9.2 / 10
431
79
INTEGRATED ANALYTICS
4
Revv Proposal Software
9.2

Revv Proposal Software

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

5
Expert Score
9.1 / 10
648
168
CUSTOMIZABLE TEMPLATES
5
PandaDoc Sales Proposal
9.1

PandaDoc Sales Proposal

PandaDoc Sales Proposal
View Website
Free plan available, premium plans starting at $19/month.
CUSTOMIZABLE TEMPLATES

Why We Love It

PandaDoc stands out in the industry for its user-friendly interface and customization options, allowing firms to create unique, professional proposals quickly. Its integration with popular CRM systems ensures seamless workflow. Real-time analytics provide valuable insights into proposal performance, enabling firms to refine their strategy and close deals more efficiently.

Pros

  • Easy-to-use interface
  • Highly customizable templates
  • Real-time analytics
  • eSignature functionality
  • CRM integrations

Cons

  • Limited features in free version
  • Higher-end plans can be costly
  • May require time to learn all features

Free plan available, premium plans starting at $19/month.

PandaDoc's proposal software is a tailored solution for agencies and service firms, allowing quick creation of customizable proposals. It addresses the industry's need for efficiency, professionalism, and flexibility in proposal generation, thus potentially increasing your close rate by 18%.

Pros

  • Easy-to-use interface
  • Highly customizable templates
  • Real-time analytics
  • eSignature functionality
  • CRM integrations

Cons

  • Limited features in free version
  • Higher-end plans can be costly
  • May require time to learn all features
CUSTOMIZABLE TEMPLATES

Why We Love It

PandaDoc stands out in the industry for its user-friendly interface and customization options, allowing firms to create unique, professional proposals quickly. Its integration with popular CRM systems ensures seamless workflow. Real-time analytics provide valuable insights into proposal performance, enabling firms to refine their strategy and close deals more efficiently.

Pros

  • Easy-to-use interface
  • Highly customizable templates
  • Real-time analytics
  • eSignature functionality
  • CRM integrations

Cons

  • Limited features in free version
  • Higher-end plans can be costly
  • May require time to learn all features

Why We Love It

PandaDoc stands out in the industry for its user-friendly interface and customization options, allowing firms to create unique, professional proposals quickly. Its integration with popular CRM systems ensures seamless workflow. Real-time analytics provide valuable insights into proposal performance, enabling firms to refine their strategy and close deals more efficiently.

Free plan available, premium plans starting at $19/month.

PandaDoc's proposal software is a tailored solution for agencies and service firms, allowing quick creation of customizable proposals. It addresses the industry's need for efficiency, professionalism, and flexibility in proposal generation, thus potentially increasing your close rate by 18%.

6
Expert Score
8.9 / 10
411
149
ERROR REDUCTION
TIME-SAVING
6
Extraflow Quoting Software
8.9

Extraflow Quoting Software

View Website
Free demo available, Contact for enterprise pricing details
ERROR REDUCTION
TIME-SAVING

Why We Love It

Extraflow is a game-changer for agencies and service firms. It elegantly solves the complex and often time-consuming process of creating professional and accurate quotes. Its ability to eliminate manual errors is a huge plus, ensuring every quote sent out is correct and well-presented. It's a significant time-saver that allows professionals in the industry to focus more on delivering quality service and less on administrative tasks.

Pros

  • Streamlined quoting process
  • Reduces manual errors
  • Time-saving
  • Professional, accurate quotes
  • Ideal for agencies and service firms

Cons

  • Pricing details not readily available
  • May require initial training

Free demo available, Contact for enterprise pricing details

Extraflow is a powerful quoting software tailored for agencies and service firms. It streamlines the quoting process, eliminates manual errors and significantly reduces time spent on quote creation. With its professional output, it addresses the industry's need for efficient, accurate and impressive client quotes.

Pros

  • Streamlined quoting process
  • Reduces manual errors
  • Time-saving
  • Professional, accurate quotes
  • Ideal for agencies and service firms

Cons

  • Pricing details not readily available
  • May require initial training
ERROR REDUCTION
TIME-SAVING

Why We Love It

Extraflow is a game-changer for agencies and service firms. It elegantly solves the complex and often time-consuming process of creating professional and accurate quotes. Its ability to eliminate manual errors is a huge plus, ensuring every quote sent out is correct and well-presented. It's a significant time-saver that allows professionals in the industry to focus more on delivering quality service and less on administrative tasks.

Pros

  • Streamlined quoting process
  • Reduces manual errors
  • Time-saving
  • Professional, accurate quotes
  • Ideal for agencies and service firms

Cons

  • Pricing details not readily available
  • May require initial training

Why We Love It

Extraflow is a game-changer for agencies and service firms. It elegantly solves the complex and often time-consuming process of creating professional and accurate quotes. Its ability to eliminate manual errors is a huge plus, ensuring every quote sent out is correct and well-presented. It's a significant time-saver that allows professionals in the industry to focus more on delivering quality service and less on administrative tasks.

Free demo available, Contact for enterprise pricing details

Extraflow is a powerful quoting software tailored for agencies and service firms. It streamlines the quoting process, eliminates manual errors and significantly reduces time spent on quote creation. With its professional output, it addresses the industry's need for efficient, accurate and impressive client quotes.

7
Expert Score
8.7 / 10
641
141
COLLABORATION SUPPORT
7
Loopio RFP Software
8.7

Loopio RFP Software

Loopio RFP Software
View Website
Enterprise pricing available
COLLABORATION SUPPORT

Why We Love It

Loopio stands out in the industry with its powerful capabilities in speeding up the proposal and quote generation process, a critical aspect for agencies and service firms. Its features are designed to enhance collaboration, ensuring teams can work together seamlessly, resulting in higher productivity and better proposal quality. Moreover, its trusted answer library is a boon for professionals seeking to increase efficiency while maintaining accuracy.

Pros

  • Streamlined proposal responses
  • Efficient project collaboration
  • Trusted answer library
  • Seamless document analysis
  • Intuitive interface

Cons

  • Requires initial setup time
  • Pricing might be on the higher end for small businesses

Enterprise pricing available

Loopio offers a robust solution for agencies and services firms, specifically tailored to streamline the proposal and quote generation process. It not only simplifies document analysis, but also provides trusted answers and promotes efficient project collaboration, addressing the industry's needs for speed, accuracy, and seamless teamwork.

Pros

  • Streamlined proposal responses
  • Efficient project collaboration
  • Trusted answer library
  • Seamless document analysis
  • Intuitive interface

Cons

  • Requires initial setup time
  • Pricing might be on the higher end for small businesses
COLLABORATION SUPPORT

Why We Love It

Loopio stands out in the industry with its powerful capabilities in speeding up the proposal and quote generation process, a critical aspect for agencies and service firms. Its features are designed to enhance collaboration, ensuring teams can work together seamlessly, resulting in higher productivity and better proposal quality. Moreover, its trusted answer library is a boon for professionals seeking to increase efficiency while maintaining accuracy.

Pros

  • Streamlined proposal responses
  • Efficient project collaboration
  • Trusted answer library
  • Seamless document analysis
  • Intuitive interface

Cons

  • Requires initial setup time
  • Pricing might be on the higher end for small businesses

Why We Love It

Loopio stands out in the industry with its powerful capabilities in speeding up the proposal and quote generation process, a critical aspect for agencies and service firms. Its features are designed to enhance collaboration, ensuring teams can work together seamlessly, resulting in higher productivity and better proposal quality. Moreover, its trusted answer library is a boon for professionals seeking to increase efficiency while maintaining accuracy.

Enterprise pricing available

Loopio offers a robust solution for agencies and services firms, specifically tailored to streamline the proposal and quote generation process. It not only simplifies document analysis, but also provides trusted answers and promotes efficient project collaboration, addressing the industry's needs for speed, accuracy, and seamless teamwork.

8
Expert Score
8.5 / 10
581
58
REAL-TIME TRACKING
8
Zomentum MSP Quoting Tool
8.5

Zomentum MSP Quoting Tool

Zomentum MSP Quoting Tool
View Website
Enterprise pricing available
REAL-TIME TRACKING

Why We Love It

Zomentum's MSP Quoting Tool stands out for its robust feature set tailored to managed service providers. It not only automates the creation of quotes and proposals but also offers real-time tracking, ensuring a smooth sales process. It integrates with key CRM and PSA tools, making it incredibly convenient for professionals in agencies and services firms. Its customizable templates allow for brand consistency while saving time.

Pros

  • Automated quote creation
  • CRM and PSA integration
  • Customizable templates
  • Real-time tracking
  • E-signature capabilities

Cons

  • No free plan available
  • Possibly overwhelming for new users
  • Limited third-party integrations

Enterprise pricing available

Zomentum's MSP Quoting Tool is a comprehensive solution designed for managed service providers. It simplifies the process of creating, sending, and managing professional quotes and proposals. The platform's automation features and seamless integrations address the specific needs of agencies and service firms, helping them streamline their sales process and increase productivity.

Pros

  • Automated quote creation
  • CRM and PSA integration
  • Customizable templates
  • Real-time tracking
  • E-signature capabilities

Cons

  • No free plan available
  • Possibly overwhelming for new users
  • Limited third-party integrations
REAL-TIME TRACKING

Why We Love It

Zomentum's MSP Quoting Tool stands out for its robust feature set tailored to managed service providers. It not only automates the creation of quotes and proposals but also offers real-time tracking, ensuring a smooth sales process. It integrates with key CRM and PSA tools, making it incredibly convenient for professionals in agencies and services firms. Its customizable templates allow for brand consistency while saving time.

Pros

  • Automated quote creation
  • CRM and PSA integration
  • Customizable templates
  • Real-time tracking
  • E-signature capabilities

Cons

  • No free plan available
  • Possibly overwhelming for new users
  • Limited third-party integrations

Why We Love It

Zomentum's MSP Quoting Tool stands out for its robust feature set tailored to managed service providers. It not only automates the creation of quotes and proposals but also offers real-time tracking, ensuring a smooth sales process. It integrates with key CRM and PSA tools, making it incredibly convenient for professionals in agencies and services firms. Its customizable templates allow for brand consistency while saving time.

Enterprise pricing available

Zomentum's MSP Quoting Tool is a comprehensive solution designed for managed service providers. It simplifies the process of creating, sending, and managing professional quotes and proposals. The platform's automation features and seamless integrations address the specific needs of agencies and service firms, helping them streamline their sales process and increase productivity.

Product Comparison

Product Has Mobile App Has Free Plan Has Free Trial Integrates With Zapier Has Public API Live Chat Support SOC 2 or ISO Certified Popular Integrations Supports SSO Starting Price
1PandaDoc Sales Proposal
 Yes Yes Yes - 14 days Yes Yes Yes SOC 2 Salesforce, HubSpot, Google Workspace Yes $19/month
2Revv Proposal Software
 Web-only No Yes - 14 days Yes Yes Yes Not specified Salesforce, HubSpot, Google Workspace Yes $19/month
3QuoteWerks Sales Quoting
 No No Contact for trial Yes Enterprise API only Email/Ticket only Not specified Salesforce, QuickBooks, Microsoft Dynamics No $15/user/month
4Better Proposals
 Web-only No Yes - 14 days Yes No Yes Not specified Stripe, PayPal, Xero No $19/month
5Zomentum MSP Quoting Tool
 No No Contact for trial No Enterprise API only Yes Not specified ConnectWise, Autotask, Salesforce Yes Contact for pricing
6Loopio RFP Software
 No No Contact for trial No Enterprise API only Email/Ticket only Not specified Salesforce, Microsoft 365, Slack Yes Contact for pricing
7Proposify
 Yes No Yes - 14 days Yes Yes Yes Not specified Salesforce, HubSpot, QuickBooks Enterprise plans only $19/month
8Extraflow Quoting Software
 No No Contact for trial No No Email/Ticket only Not specified Custom integrations only No Contact for pricing
1

PandaDoc Sales Proposal

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

Revv Proposal Software

Has Mobile App
Web-only
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Salesforce, HubSpot, Google Workspace
Supports SSO
Yes
Starting Price
$19/month
3

QuoteWerks Sales Quoting

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Yes
Has Public API
Enterprise API only
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Salesforce, QuickBooks, Microsoft Dynamics
Supports SSO
No
Starting Price
$15/user/month
4

Better Proposals

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

Zomentum MSP Quoting Tool

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Enterprise API only
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
ConnectWise, Autotask, Salesforce
Supports SSO
Yes
Starting Price
Contact for pricing
6

Loopio RFP Software

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Enterprise API only
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Salesforce, Microsoft 365, Slack
Supports SSO
Yes
Starting Price
Contact for pricing
7

Proposify

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Salesforce, HubSpot, QuickBooks
Supports SSO
Enterprise plans only
Starting Price
$19/month
8

Extraflow Quoting Software

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

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How We Rank Products

How We Evaluate Products

Our Evaluation Process

In evaluating proposal and quote tools for agencies and services firms, key factors included product specifications, features, customer reviews, ratings, and overall value. Specific considerations for this category encompassed ease of use, customization options, integration capabilities with existing systems, and the effectiveness of collaboration features that aid in client engagement. The research methodology focused on a comprehensive analysis of specifications, an extensive review of customer feedback and ratings across multiple platforms, and a comparative assessment of the price-to-value ratio to determine the rankings of the eight selected products.

Verification

  • Products evaluated through comprehensive research and analysis of features specific to proposal and quote tools.
  • Rankings based on a thorough evaluation of user reviews, ratings, and industry expert insights for agencies and service firms.
  • Selection criteria focus on key functionalities, integration capabilities, and user satisfaction in the proposal and quote tool category.

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

Frequently Asked Questions About Proposal and Quote Tools for Agencies and Services Firms

What makes a proposal and quote tools for agencies and services firms 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 proposal and quote tools for agencies and services firms 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 proposal and quote tools for agencies and services firms?

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.

×

Score Breakdown

0.0 / 10
Excellent

What This Award Means