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Top Proposal and Quote Tools for Agencies and Services Firms for 2026 - 8 Best Options

Albert Richer
Curated by :
Albert Richer
Updated Jan 30, 2026

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. For instance, tools like PandaDoc consistently earn praise for their seamless integration with CRM systems, allowing teams to streamline their workflows. On the other hand, some tools that boast extensive customization options can overwhelm users, leading to frustration rather than efficiency. Studies indicate that 78% of agencies report improved client interactions when they use tools that automate follow-ups and offer real-time collaboration. This aligns with expert analysis from Capterra, which highlights how many users find value in proposals that can be tailored quickly while still appearing professional—something tools like Proposify are often recommended for. 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
9.7 / 10
639
71
FAST PROPOSAL CREATION
E-SIGNATURE READY
1
Proposify
9.7

Proposify

Proposify
View Website
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.
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.
FAST PROPOSAL CREATION
E-SIGNATURE READY

Best for teams that are

  • Sales teams needing strict brand control and visually stunning proposals
  • Marketing agencies wanting interactive, design-heavy documents

Skip if

  • Teams needing complex CPQ or heavy pricing calculations
  • Users wanting a glitch-free editor experience (can be slow or buggy)
  • Very small businesses with low volume due to pricing structure

Expert Take

Our analysis shows Proposify stands out for its enterprise-grade security posture, specifically its SOC 2 Type 2 certification, which is rare among competitors in this price range. Research indicates it excels in 'closing' mechanics, offering interactive pricing tables that allow prospects to upsell themselves directly within the document. While the 10-user minimum for the Business plan is a barrier for smaller teams, the depth of its HubSpot integration and granular tracking capabilities make it a powerful tool for established sales teams.

Pros

  • SOC 2 Type 2 certified security
  • Interactive pricing tables for clients
  • Robust HubSpot & Salesforce integrations
  • Real-time proposal tracking analytics
  • Extensive professional template library

Cons

  • Business plan has 10-user minimum
  • Basic plan limited to 5 sends
  • Salesforce integration gated to Business
  • Editor can lag with large docs
  • Mobile app limited to tracking
2
Expert Score
9.6 / 10
384
96
CRM INTEGRATION
BRAND ENHANCEMENT
2
Better Proposals
9.6

Better Proposals

Better Proposals
View Website
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.
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.
CRM INTEGRATION
BRAND ENHANCEMENT

Best for teams that are

  • Freelancers and agencies wanting to create beautiful web proposals quickly
  • Small businesses needing a simple, fast, drag-and-drop solution

Skip if

  • Enterprise teams needing complex CPQ or deep inventory management
  • Users requiring highly flexible custom formatting (templates can be rigid)

Expert Take

Our analysis shows Better Proposals excels at modernizing the sales process by replacing static PDFs with responsive, web-based documents that look great on any device. Research indicates their commitment to 'human-only' support with rapid response times sets them apart in a market often dominated by bots. While document limits on lower tiers are a tradeoff, the ability to integrate payments and track detailed client analytics makes it a powerful tool for closing deals faster.

Pros

  • Web-based proposals optimized for mobile viewing
  • Average support response time of 2 minutes
  • No AI bots; 100% human customer support
  • Integrated payment collection (Stripe, PayPal, GoCardless)
  • Detailed analytics on client viewing behavior

Cons

  • Starter plan limited to 10 documents/month
  • Password protection only on Enterprise plan
  • No native mobile app for proposal creation
  • Cancellation process may require email contact
  • Lacks advanced document redlining features
3
Expert Score
9.6 / 10
581
58
REAL-TIME TRACKING
3
Zomentum MSP Quoting Tool
9.6

Zomentum MSP Quoting Tool

Zomentum MSP Quoting Tool
View Website
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.
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.
REAL-TIME TRACKING

Best for teams that are

  • Managed Service Providers (MSPs) needing deep PSA integrations
  • IT firms wanting an all-in-one sales acceleration and quoting tool

Skip if

  • Non-IT businesses (marketing, consulting) as features are MSP-specific
  • Small teams wanting a low-cost tool without minimum user requirements

Expert Take

Our analysis shows that Zomentum stands out by unifying the entire revenue lifecycle—CRM, quoting, and payments—into a single platform, rather than just handling proposals. Research indicates its 'WYSIWYG' editor and granular quoting options (like variable quantities) offer superior flexibility compared to legacy tools. Based on documented integrations, its real-time sync with major distributors and PSAs like HaloPSA makes it a powerful engine for MSPs looking to automate their sales-to-cash workflow.

Pros

  • Combines CRM, Quoting, and Payments
  • WYSIWYG editor for proposals
  • Real-time distributor pricing sync
  • Granular quote options (variable quantities)
  • Deep integration with HaloPSA

Cons

  • Support reported as slow/lackluster
  • Per-user pricing expensive for large teams
  • Minimum 2-user requirement
  • Confusion over 'Connect' module sale
  • CRM features considered minimalistic by some
4
Expert Score
9.5 / 10
690
160
APPROVAL WORKFLOWS
PROFESSIONAL OUTPUT
4
QuoteWerks Sales Quoting
9.5

QuoteWerks Sales Quoting

QuoteWerks Sales Quoting
View Website
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.
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.
APPROVAL WORKFLOWS
PROFESSIONAL OUTPUT

Best for teams that are

  • IT/MSPs needing real-time distributor pricing and inventory lookups
  • Companies with complex pricing models requiring heavy CPQ functionality

Skip if

  • Design-focused agencies wanting modern, beautiful web-based proposals
  • Mac-only environments wanting a native app (requires virtualization)

Expert Take

Our analysis shows QuoteWerks stands out for its unique concurrent licensing model, which can significantly lower costs for teams where not every user quotes simultaneously. Research indicates it is a powerhouse for IT and MSP businesses due to its deep, real-time integrations with major distributors like Ingram Micro and Tech Data. While the interface is traditional, the hybrid web-desktop deployment offers flexibility that purely cloud-based competitors often lack.

Pros

  • Concurrent licensing model reduces costs
  • Real-time distributor pricing & availability
  • 55+ integrations with CRM & PSA
  • Hybrid Web and Desktop deployment
  • QuoteValet for e-signatures & payments

Cons

  • Desktop interface feels dated
  • Web version lacks full feature parity
  • Phone support uses prepaid minutes
  • Initial setup can be complex
  • Performance issues with large datasets
5
Expert Score
9.3 / 10
431
79
INTEGRATED ANALYTICS
5
Revv Proposal Software
9.3

Revv Proposal Software

Revv Proposal Software
View Website
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.
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.
INTEGRATED ANALYTICS

Best for teams that are

  • Businesses needing strong contract lifecycle management and legal templates
  • Teams wanting an affordable, all-in-one document automation tool

Skip if

  • Users needing deep CPQ or complex inventory management
  • Large enterprises requiring advanced RFP automation features

Expert Take

Our analysis shows Revv stands out for its generous 'Forever Free' plan that includes unlimited documents, a rarity in the proposal software market. Research indicates its acquisition by LegalZoom adds significant credibility, ensuring access to legally vetted templates. Based on documented features, the 'Data Studio' offers powerful data mapping capabilities for sales teams, although users should be aware of reported interface quirks compared to more mature competitors.

Pros

  • Forever free plan with unlimited documents
  • Acquired by LegalZoom (High Credibility)
  • Library of 500+ legally vetted templates
  • Native integration with Stripe for payments
  • Data Studio for mapping external data

Cons

  • Interface described as cumbersome by some
  • Lacks feature depth of larger competitors
  • Reports of long-standing unresolved bugs
  • SOC 2 certification listed as 'under review'
  • Mobile experience noted as limited
6
Expert Score
9.2 / 10
641
141
COLLABORATION SUPPORT
6
Loopio RFP Software
9.2

Loopio RFP Software

Loopio RFP Software
View Website
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.
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.
COLLABORATION SUPPORT

Best for teams that are

  • Mid-to-large enterprises responding to high volumes of complex RFPs
  • Teams needing a centralized content library to automate questionnaire responses

Skip if

  • Small businesses sending simple sales quotes or standard proposals
  • Teams with limited budgets due to expensive user-based pricing

Expert Take

Our analysis shows Loopio excels in balancing enterprise-grade security (SOC 2, ISO 27001) with a user-friendly interface that simplifies content management. Research indicates it is particularly effective for large teams needing strict governance and collaboration workflows. While the 'Magic' automation provides a solid baseline, the platform's true strength lies in its robust library management and ecosystem connectivity, making it a top choice for mature sales organizations despite the premium price point.

Pros

  • Centralized content library streamlines management
  • SOC 2 Type II and ISO 27001 certified
  • Intuitive, modern user interface
  • Strong integrations with Salesforce and Slack
  • Excellent customer support reputation

Cons

  • High starting price ($20,000/year)
  • Export formatting often breaks in Word/Excel
  • Salesforce integration costs extra
  • AI auto-fill requires manual verification
  • Complex setup for initial content library
7
Expert Score
9.2 / 10
411
149
ERROR REDUCTION
TIME-SAVING
7
Extraflow Quoting Software
9.2

Extraflow Quoting Software

View Website
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.
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.
ERROR REDUCTION
TIME-SAVING

Best for teams that are

  • Pipedrive CRM users wanting a seamless, embedded quoting experience
  • Small businesses needing a simple, free or low-cost quoting tool

Skip if

  • Large enterprises with complex approval workflows or non-Pipedrive CRMs
  • Users needing advanced RFP management or complex contract redlining

Expert Take

Our analysis shows that Extraflow distinguishes itself with a 'Free Forever' plan that is genuinely useful for small teams, offering 10 documents per month without feature crippling. Research indicates its deep integration with Pipedrive's product catalog and deal fields makes it feel like a native feature rather than an external add-on. Furthermore, the documented support for 32 languages and flexible VAT handling makes it a uniquely strong contender for international businesses using Pipedrive.

Pros

  • Free plan includes 10 documents/month
  • Deep Pipedrive product catalog synchronization
  • PDF export supported in 32 languages
  • Inclusive and exclusive tax handling
  • Modular block-based document editor

Cons

  • Low review volume on marketplaces
  • Primary functionality limited to Pipedrive
  • Conflicting pricing information online
  • Support limited primarily to email
  • Fewer native integrations than competitors
8
Expert Score
8.9 / 10
648
168
CUSTOMIZABLE TEMPLATES
8
PandaDoc Sales Proposal
8.9

PandaDoc Sales Proposal

PandaDoc Sales Proposal
View Website
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%.
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%.
CUSTOMIZABLE TEMPLATES

Best for teams that are

  • Sales teams needing robust workflow automation and CRM integrations
  • Companies prioritizing legally binding e-signatures and contract management

Skip if

  • Teams primarily focused on complex RFP response management
  • Users needing advanced analytics or integrations on a free/low budget

Expert Take

Our analysis shows PandaDoc stands out for its seamless unification of proposal creation and legally binding e-signatures, backed by enterprise-grade security like HIPAA compliance which is rare in this category. Research indicates it offers a superior user experience with its drag-and-drop editor compared to legacy tools. Based on documented features, it is an ideal choice for sales teams that need to track document engagement in real-time, provided they are comfortable with the online-only workflow.

Pros

  • All-in-one document creation, tracking, and e-signing
  • SOC 2 Type II and HIPAA compliant security
  • Intuitive drag-and-drop editor with rich media
  • Free eSign plan available (60 docs/year)
  • Native integrations with HubSpot and Salesforce

Cons

  • Salesforce integration costs extra or requires Enterprise
  • No offline editing or signing mode
  • Phone support requires premium add-on
  • Advanced CPQ features locked to Enterprise
  • Free plan limited to 60 documents/year

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
1 Proposify
Yes No Yes - 14 days Yes Yes Yes Not specified Salesforce, HubSpot, QuickBooks Enterprise plans only $19/month
2 Better Proposals
Web-only No Yes - 14 days Yes No Yes Not specified Stripe, PayPal, Xero No $19/month
3 Zomentum MSP Quoting Tool
No No Contact for trial No Enterprise API only Yes Not specified ConnectWise, Autotask, Salesforce Yes Contact for pricing
4 QuoteWerks Sales Quoting
No No Contact for trial Yes Enterprise API only Email/Ticket only Not specified Salesforce, QuickBooks, Microsoft Dynamics No $15/user/month
5 Revv Proposal Software
Web-only No Yes - 14 days Yes Yes Yes Not specified Salesforce, HubSpot, Google Workspace Yes $19/month
6 Loopio RFP Software
No No Contact for trial No Enterprise API only Email/Ticket only Not specified Salesforce, Microsoft 365, Slack Yes Contact for pricing
7 Extraflow Quoting Software
No No Contact for trial No No Email/Ticket only Not specified Custom integrations only No Contact for pricing
8 PandaDoc Sales Proposal
Yes Yes Yes - 14 days Yes Yes Yes SOC 2 Salesforce, HubSpot, Google Workspace Yes $19/month
1

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
2

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
3

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
4

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
5

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
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

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
8

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

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How We Rank 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.

Overall scores reflect relative ranking within this category, accounting for which limitations materially affect real-world use cases. Small differences in category scores can result in larger ranking separation when those differences affect the most common or highest-impact workflows.

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.
How We Evaluate Products

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Score Breakdown

0.0 / 10

What This Award Means