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Proposal Tools with Interactive Pricing Tables 2026: 8 Top Products Compared

Albert Richer
Curated by :
Albert Richer
Updated Jan 25, 2026

To broaden your search, explore our complete Sales Proposal & Quote Generation Tools guide.

Proposal Tools with Interactive Pricing Tables
Albert Richer

In the ever-evolving landscape of sales proposal tools, market research indicates that interactive pricing tables are becoming a must-have feature for businesses aiming to streamline their sales processes. Customer review analysis shows common patterns, with tools like PandaDoc and Proposify consistently earning high marks for their intuitive designs and robust functionality. Many users highlight that these platforms not only simplify the proposal creation process but also improve client engagement with visually appealing pricing layouts. Expert evaluations consistently point to the importance of customization options in a proposal tool—features such as drag-and-drop functionality and various template designs can significantly enhance user experience. Industry reports suggest that companies utilizing interactive pricing tables often see a boost in conversion rates, with some claiming increases of up to 30%. Meanwhile, a fun tidbit: Proposify was founded in 2013 by a group of Canadian entrepreneurs who wanted to revolutionize the proposal process—talk about a lofty ambition! In the ever-evolving landscape of sales proposal tools, market research indicates that interactive pricing tables are becoming a must-have feature for businesses aiming to streamline their sales processes. Customer review analysis shows common patterns, with tools like PandaDoc and Proposify consistently earning high marks for their intuitive designs and robust functionality.

Similar Categories
1
Expert Score
9.9 / 10
556
164
STREAMLINED WORKFLOW
BOOSTS CLOSE RATES
1
Proposify - Proposal Software
9.9

Proposify - Proposal Software

Proposify - Proposal Software
View Website
Proposify is a robust proposal software designed to streamline the sales process. This SaaS solution gives teams the power to quickly and efficiently create, track, and sign winning proposals. With a keen focus on increasing close rates, Proposify provides a unique mix of control, visibility, and interactive pricing tables that are crucial in the sales proposal and quote generation processes.
Proposify is a robust proposal software designed to streamline the sales process. This SaaS solution gives teams the power to quickly and efficiently create, track, and sign winning proposals. With a keen focus on increasing close rates, Proposify provides a unique mix of control, visibility, and interactive pricing tables that are crucial in the sales proposal and quote generation processes.
STREAMLINED WORKFLOW
BOOSTS CLOSE RATES

Best for teams that are

  • Sales teams requiring strict brand consistency and template control.
  • Agencies wanting visually polished, design-heavy proposals.
  • Organizations needing detailed engagement tracking and analytics.

Skip if

  • Freelancers or small teams with limited budgets.
  • Users seeking a lightweight, instant-setup document editor.
  • Teams that find a feature-rich interface overwhelming or glitchy.

Expert Take

Our analysis shows Proposify stands out for its enterprise-grade security, boasting SOC 2 Type 2 certification which is rare in this category. Research indicates its interactive quoting feature directly contributes to higher deal values by allowing prospects to self-select add-ons. While the editor has reported friction points, the depth of analytics and robust CRM integrations make it a powerful tool for sales teams focused on data-driven closing strategies.

Pros

  • SOC 2 Type 2 certified security
  • Interactive pricing tables for upsells
  • Detailed document analytics & tracking
  • Native Salesforce & HubSpot integrations
  • Legally binding e-signatures included

Cons

  • Basic plan limited to 5 sends/mo
  • Editor can be glitchy/difficult
  • Salesforce integration gated to Business plan
  • Mobile app has limited editing
  • Higher cost per user than some rivals
2
Expert Score
9.7 / 10
355
76
MULTIMEDIA SUPPORT
2
Interactive Proposal - DealHub
9.7

Interactive Proposal - DealHub

Interactive Proposal - DealHub
View Website
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.
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.
MULTIMEDIA SUPPORT

Best for teams that are

  • Enterprises using Salesforce or Dynamics with complex deal cycles.
  • Sales teams needing a unified DealRoom with advanced CPQ logic.
  • Organizations requiring strict compliance and approval workflows.

Skip if

  • Small businesses or freelancers with simple sales processes.
  • Teams wanting a quick, DIY setup without implementation support.
  • Users with limited budgets who cannot afford enterprise solutions.

Expert Take

Our analysis shows DealHub stands out by replacing fragmented sales tools with a single 'DealRoom' that unifies content, quotes, and contracts. Research indicates this approach streamlines the buyer journey significantly compared to standalone proposal tools. Based on documented features, the inclusion of Mutual Action Plans and real-time buyer engagement tracking within the proposal interface offers a distinct advantage for complex B2B sales cycles.

Pros

  • Unified DealRoom, CPQ, and CLM platform
  • Native integrations with Salesforce and HubSpot
  • Includes Mutual Action Plans for buyers
  • No-code configuration for admins
  • High security standards (ISO/SOC 2)

Cons

  • Limited native reporting capabilities
  • Occasional slow loading times
  • Expensive for smaller companies
  • Complex backend for troubleshooting
  • Steep learning curve for advanced setups
3
Expert Score
9.6 / 10
655
75
USER-FRIENDLY
3
Smart Pricing Table
9.6

Smart Pricing Table

Smart Pricing Table
View Website
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.
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.
USER-FRIENDLY

Best for teams that are

  • Agencies and consultants needing quick, interactive SOWs.
  • Service providers wanting upsell capabilities via interactive line items.
  • Teams seeking a solution with virtually no learning curve.

Skip if

  • Enterprises requiring complex CPQ logic or non-beta Salesforce integration.
  • Designers needing granular control over pixel-perfect layouts.
  • Users looking for a free-forever plan beyond the trial.

Expert Take

Our analysis shows that Smart Pricing Table differentiates itself through its 'interactive' core, which research indicates can directly increase deal size by allowing clients to toggle add-ons themselves. Unlike static PDF generators, this tool treats proposals as dynamic sales experiences. While it lacks the deep enterprise reporting of Proposify, documented user feedback suggests the trade-off is worth it for agencies seeking speed and simplicity.

Pros

  • Interactive pricing lets clients upsell themselves
  • Reusable line items speed up proposal creation
  • Exceptional support directly from the founder
  • Mobile-responsive proposals look great on phones
  • Intuitive interface with no learning curve

Cons

  • Major integrations (Salesforce, Zapier) are in beta
  • Starting price ($99/mo) is higher than basic tools
  • Less advanced reporting than enterprise competitors
  • Signing process described as cumbersome by some
  • No native invoicing integration yet
4
Expert Score
9.5 / 10
463
92
INTERACTIVE PROPOSALS
ENGAGING PRESENTATIONS
4
Offorte Proposal Presentation
9.5

Offorte Proposal Presentation

Offorte Proposal Presentation
View Website
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.
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.
INTERACTIVE PROPOSALS
ENGAGING PRESENTATIONS

Best for teams that are

  • Service businesses seeking modern, web-based interactive presentations.
  • Teams wanting AI-assisted content writing and design tools.
  • Users who value a microsite-style experience over static PDFs.

Skip if

  • Users strictly attached to traditional static PDF or Word workflows.
  • Developers needing extensive API access on lower-tier plans.
  • Those needing complex CPQ rules for enterprise-grade quotes.

Expert Take

Research indicates Offorte distinguishes itself by transforming static documents into interactive microsites with embedded rich media. Our analysis shows it offers exceptional value for SMBs by including 'CRM-lite' features and AI writing tools at a competitive price point. Based on documented features, the support for the Model Context Protocol (MCP) demonstrates a forward-thinking approach to AI agent integration.

Pros

  • Interactive web-based proposals (microsites)
  • Affordable starting price ($14/mo)
  • Built-in CRM-lite functionality
  • AI-powered writing assistant
  • Supports Model Context Protocol (MCP)

Cons

  • Template customization can be rigid
  • Data not encrypted at rest in DB
  • Automation features require Premium plan
  • Trash function limited to proposals/contacts
5
Expert Score
9.2 / 10
355
94
CRM INTEGRATION
CLIENT COLLABORATION
5
PandaDoc Pricing Tables
9.2

PandaDoc Pricing Tables

PandaDoc Pricing Tables
View Website
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.
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.
CRM INTEGRATION
CLIENT COLLABORATION

Best for teams that are

  • Teams needing clear, itemized quotes within standard proposals.
  • Users already in the PandaDoc ecosystem needing error-free math.
  • Sales reps wanting to import product data directly from CRMs.

Skip if

  • Businesses with highly complex, rule-based product configurations.
  • Users looking for a standalone free tool outside the PandaDoc suite.
  • Those needing advanced interactivity without upgrading plans.

Expert Take

Our analysis shows that PandaDoc transforms static proposals into dynamic closing tools by allowing clients to interact directly with pricing tables—selecting optional add-ons and adjusting quantities in real-time. Research indicates this interactivity, combined with seamless CRM product catalog merging, significantly reduces back-and-forth negotiation. While the 'Pricing Table' feature is legacy, its ability to auto-calculate taxes, discounts, and margins remains a powerful asset for sales teams.

Pros

  • Interactive tables allow client-side quantity editing
  • Optional line items for easy upselling
  • Seamless product data import from CRMs
  • Built-in payment collection via Stripe/Square
  • Real-time audit trail and analytics

Cons

  • Word document import breaks formatting
  • CRM integrations require Business plan ($49/mo)
  • Pricing Table is technically a legacy feature
  • Rounding errors possible in complex totals
  • Page breaks can split tables awkwardly
6
Expert Score
9.2 / 10
643
42
CUSTOMIZABLE PRICING
6
DocuMocu Proposal Software
9.2

DocuMocu Proposal Software

DocuMocu Proposal Software
View Website
DocuMocu is a specialized proposal software solution designed for creative agencies. It provides a platform for customizing pricing options, fees, taxes, and discounts to create personalized proposals. Its interactive pricing tables make it an ideal tool for agencies looking to enhance their proposal process and deliver a more tailored experience to their clients.
DocuMocu is a specialized proposal software solution designed for creative agencies. It provides a platform for customizing pricing options, fees, taxes, and discounts to create personalized proposals. Its interactive pricing tables make it an ideal tool for agencies looking to enhance their proposal process and deliver a more tailored experience to their clients.
CUSTOMIZABLE PRICING

Best for teams that are

  • Freelancers and SMBs seeking a cost-effective, lifetime-deal option.
  • Users wanting simple drag-and-drop creation with e-signatures.
  • Small teams needing basic tracking and white-labeling features.

Skip if

  • Users who need to create or edit proposals heavily on mobile devices.
  • Large sales teams requiring advanced role management or CPQ.
  • Enterprises needing deep CRM integrations beyond Zapier.

Expert Take

Our analysis shows DocuMocu disrupts the subscription model with a rare 'Lifetime Unlimited' plan, offering full white-labeling and custom domains for a one-time fee. Research indicates it combines legally binding e-signatures with interactive pricing tables that allow clients to select options, directly aiding upsells. Based on documented features, it provides GDPR compliance and EU hosting, making it a secure, cost-effective choice for agencies.

Pros

  • Lifetime Unlimited plan for one-time fee
  • Legally binding e-signatures with audit logs
  • Interactive pricing tables for client upsells
  • Full white-labeling with custom domains
  • GDPR compliant with EU-based infrastructure

Cons

  • No verified reviews on major platforms
  • Relies on Zapier for most integrations
  • Kitchen.co integration is not yet live
  • Free plan limited to 2 documents
  • Support limited to email/ticket forms
7
Expert Score
9.1 / 10
589
106
REAL-TIME ADJUSTMENTS
AUTOMATED PROPOSALS
7
PandaDoc Interactive Pricing Tables
9.1

PandaDoc Interactive Pricing Tables

PandaDoc Interactive Pricing Tables
View Website
PandaDoc's dynamic pricing tables provide sales representatives and clients with a live, customizable pricing experience. These tables are perfectly suited for professionals in the sales industry, allowing for the generation of interactive sales proposals and quotes, addressing the need for flexibility and real-time adjustments in pricing.
PandaDoc's dynamic pricing tables provide sales representatives and clients with a live, customizable pricing experience. These tables are perfectly suited for professionals in the sales industry, allowing for the generation of interactive sales proposals and quotes, addressing the need for flexibility and real-time adjustments in pricing.
REAL-TIME ADJUSTMENTS
AUTOMATED PROPOSALS

Best for teams that are

  • Sales reps wanting to let clients adjust quantities and select add-ons.
  • Teams needing real-time price calculations inside the proposal.
  • Sellers looking to reduce back-and-forth by empowering client choice.

Skip if

  • Companies preferring static, unchangeable PDF quotes.
  • Users with simple, fixed-price services requiring no client input.
  • Those unwilling to pay for higher-tier plans enabling this feature.

Expert Take

Our analysis shows that PandaDoc transforms static proposals into collaborative workspaces where clients can customize their own packages, significantly reducing back-and-forth negotiation time. Research indicates the platform is particularly strong for sales teams due to its median 3-minute document creation time and robust CRM data syncing. While the 'Pricing Table' feature is technically legacy, its interactivity combined with enterprise-grade security (SOC 2, HIPAA) makes it a standout choice for closing deals faster.

Pros

  • Recipients can edit quantities and select optional items
  • Median document creation time is only 3 minutes
  • SOC 2 Type II and HIPAA compliant
  • Automatic profit margin calculation for senders
  • Seamless 2-way sync with HubSpot and Salesforce

Cons

  • Salesforce integration requires an extra paid add-on
  • Pricing Table feature is marked as 'Legacy'
  • No phone support on standard plans
  • Volume-based prices cannot be edited in-table
  • PDF page breaks can cause formatting issues
8
Expert Score
8.8 / 10
609
43
COMPREHENSIVE ANALYTICS
8
Fresh Proposals
8.8

Fresh Proposals

Fresh Proposals
View Website
Fresh Proposals is a powerful SaaS solution crafted for sales professionals, enabling them to create visually appealing and interactive proposals with ease. It streamlines the sales process, providing valuable buyer insights, interactive fee structures, and integrated eSignature capabilities, addressing the unique needs of sales teams by automating proposal and quote generation.
Fresh Proposals is a powerful SaaS solution crafted for sales professionals, enabling them to create visually appealing and interactive proposals with ease. It streamlines the sales process, providing valuable buyer insights, interactive fee structures, and integrated eSignature capabilities, addressing the unique needs of sales teams by automating proposal and quote generation.
COMPREHENSIVE ANALYTICS

Best for teams that are

  • SMBs and agencies wanting an affordable interactive proposal tool.
  • Teams needing detailed client interaction tracking and analytics.
  • Users seeking a cost-effective alternative to Proposify or PandaDoc.

Skip if

  • Large enterprises requiring complex ERP or on-premise integrations.
  • Users looking for a free-forever plan (paid subscriptions only).
  • Teams needing advanced document collaboration features found in larger suites.

Expert Take

Research indicates Fresh Proposals stands out for its interactive pricing tables, allowing clients to select optional fee items and adjust quantities directly within the document. Our analysis shows this feature, combined with real-time analytics, empowers sales teams to close deals faster by reducing back-and-forth negotiations. The platform offers a highly competitive value proposition for SMBs requiring robust e-signature and proposal capabilities without enterprise-level costs.

Pros

  • Interactive pricing tables for client selection
  • Unlimited active proposals on Business plan
  • Real-time proposal tracking and analytics
  • Responsive customer support team
  • Cost-effective compared to major competitors

Cons

  • Editor can be laggy or slow
  • No native public API available
  • Only supports Stripe for payments
  • Auto-snap alignment can be frustrating
  • Limited approval workflow features

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 - Proposal Software
Yes No Yes - 14 days Yes Yes Yes SOC 2 Salesforce, HubSpot, QuickBooks Yes $19/month
2 Interactive Proposal - DealHub
Web-only No Contact for trial No Not specified Email/Ticket only Not specified Custom integrations only Not specified Contact for pricing
3 Smart Pricing Table
Web-only No Yes - 14 days No Not specified Email/Ticket only Not specified Limited integrations Not specified $19/month
4 Offorte Proposal Presentation
Web-only No Yes - 14 days No Not specified Email/Ticket only Not specified Limited integrations Not specified €15/month
5 PandaDoc Pricing Tables
Yes No Yes - 14 days Yes Yes Yes SOC 2 Salesforce, HubSpot, Google Workspace Yes $19/month
6 DocuMocu Proposal Software
Web-only No Yes - 14 days No Not specified Email/Ticket only Not specified Limited integrations Not specified $49/month
7 PandaDoc Interactive Pricing Tables
Yes No Yes - 14 days Yes Yes Yes SOC 2 Salesforce, HubSpot, Google Workspace Yes $19/month
8 Fresh Proposals
Web-only No Yes - 14 days No Not specified Email/Ticket only Not specified Limited integrations Not specified $15/month
1

Proposify - Proposal Software

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
SOC 2
Popular Integrations
Salesforce, HubSpot, QuickBooks
Supports SSO
Yes
Starting Price
$19/month
2

Interactive Proposal - DealHub

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

Smart Pricing Table

Has Mobile App
Web-only
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
No
Has Public API
Not specified
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Limited integrations
Supports SSO
Not specified
Starting Price
$19/month
4

Offorte Proposal Presentation

Has Mobile App
Web-only
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
No
Has Public API
Not specified
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Limited integrations
Supports SSO
Not specified
Starting Price
€15/month
5

PandaDoc Pricing Tables

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
SOC 2
Popular Integrations
Salesforce, HubSpot, Google Workspace
Supports SSO
Yes
Starting Price
$19/month
6

DocuMocu Proposal Software

Has Mobile App
Web-only
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
No
Has Public API
Not specified
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Limited integrations
Supports SSO
Not specified
Starting Price
$49/month
7

PandaDoc Interactive Pricing Tables

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
SOC 2
Popular Integrations
Salesforce, HubSpot, Google Workspace
Supports SSO
Yes
Starting Price
$19/month
8

Fresh Proposals

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

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How We Rank Products

Our Evaluation Process

The 'How We Choose' section for proposal tools with interactive pricing tables outlines the objective methodology used to evaluate and rank products in this category. Key factors considered include specifications, features, customer reviews, and overall ratings, with particular emphasis on the usability of interactive pricing tables and integration capabilities with other software. The selection process also factored in the value for money, ensuring that the pricing aligns with the features offered. Rankings were determined through extensive research and analysis, including comparing product specifications, analyzing customer feedback from various platforms, and assessing the price-to-value ratio to ensure a comprehensive understanding of each product's strengths and weaknesses.

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 user feedback and market trends.
  • Rankings based on a thorough examination of specifications, customer ratings, and expert insights.
  • Selection criteria focus on key features such as pricing flexibility, usability, and integration capabilities.
How We Evaluate Products

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Score Breakdown

0.0 / 10

What This Award Means