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6 Best Sales Proposal Tools for B2B SaaS Companies in 2025 Analyzed

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

For a complete view, browse our main Sales Proposal & Quote Generation Tools category.

Sales Proposal Tools for B2B SaaS Companies
Albert Richer

When it comes to selecting the best sales proposal tools for B2B SaaS companies, market research indicates that functionality and user experience are paramount. Customer review analysis shows common patterns, with users frequently mentioning the importance of seamless integration with existing CRM systems. When it comes to selecting the best sales proposal tools for B2B SaaS companies, market research indicates that functionality and user experience are paramount. Customer review analysis shows common patterns, with users frequently mentioning the importance of seamless integration with existing CRM systems.

Similar Categories
1
Expert Score
8.8 / 10
366
156
STREAMLINED PROCESS
CRM INTEGRATION
1
PandaDoc Sales Proposal Software
8.8

PandaDoc Sales Proposal Software

PandaDoc Sales Proposal Software
View Website
Free plan available, with paid plans starting at $19/month
STREAMLINED PROCESS
CRM INTEGRATION

Why We Love It

PandaDoc is a game-changer for B2B SaaS companies looking to streamline their sales proposal process. It's not just a tool; it's a complete solution for creating, sending, and tracking proposals. With its industry-specific features, detailed analytics, and smooth CRM integration, it addresses the unique challenges faced by SaaS companies in their sales process. It helps reduce the proposal creation time, improve the proposal quality, and ultimately increase the close rate.

Pros

  • Creation and customization of professional proposals
  • Streamlined proposal management process
  • Robust analytics for tracking proposal performance
  • Easy integration with CRM systems
  • 24/7 customer service

Cons

  • Limited features in the free plan
  • May require time to learn all functionalities
  • Higher price for advanced features

Free plan available, with paid plans starting at $19/month

PandaDoc is a powerful sales proposal tool specifically designed for B2B SaaS companies. It allows users to create, customize and send professional sales proposals in mere minutes, addressing the need for efficiency, personalization, and scalability in the fast-paced SaaS sales environment.

Pros

  • Creation and customization of professional proposals
  • Streamlined proposal management process
  • Robust analytics for tracking proposal performance
  • Easy integration with CRM systems
  • 24/7 customer service

Cons

  • Limited features in the free plan
  • May require time to learn all functionalities
  • Higher price for advanced features
STREAMLINED PROCESS
CRM INTEGRATION

Why We Love It

PandaDoc is a game-changer for B2B SaaS companies looking to streamline their sales proposal process. It's not just a tool; it's a complete solution for creating, sending, and tracking proposals. With its industry-specific features, detailed analytics, and smooth CRM integration, it addresses the unique challenges faced by SaaS companies in their sales process. It helps reduce the proposal creation time, improve the proposal quality, and ultimately increase the close rate.

Pros

  • Creation and customization of professional proposals
  • Streamlined proposal management process
  • Robust analytics for tracking proposal performance
  • Easy integration with CRM systems
  • 24/7 customer service

Cons

  • Limited features in the free plan
  • May require time to learn all functionalities
  • Higher price for advanced features

Why We Love It

PandaDoc is a game-changer for B2B SaaS companies looking to streamline their sales proposal process. It's not just a tool; it's a complete solution for creating, sending, and tracking proposals. With its industry-specific features, detailed analytics, and smooth CRM integration, it addresses the unique challenges faced by SaaS companies in their sales process. It helps reduce the proposal creation time, improve the proposal quality, and ultimately increase the close rate.

Free plan available, with paid plans starting at $19/month

PandaDoc is a powerful sales proposal tool specifically designed for B2B SaaS companies. It allows users to create, customize and send professional sales proposals in mere minutes, addressing the need for efficiency, personalization, and scalability in the fast-paced SaaS sales environment.

2
Expert Score
7.9 / 10
553
104
INTERACTIVE PROPOSALS
REAL-TIME ANALYTICS
2
Qwilr Sales Proposal Software
7.9

Qwilr Sales Proposal Software

Qwilr Sales Proposal Software
View Website
14-day free trial, pricing starts at $75/month
INTERACTIVE PROPOSALS
REAL-TIME ANALYTICS

Why We Love It

Qwilr is a game-changer in the B2B SaaS industry. Its ability to transform traditional PDF proposals into interactive, web-based presentations is a standout feature. It takes the guesswork out of the proposal process, providing real-time analytics on when and how the prospect interacted with the proposal. The capability to integrate with popular CRM and accounting software makes it even more compelling. This level of insight and integration capacity is loved by industry professionals for its potential to drastically improve the sales process.

Pros

  • Interactive proposal pages
  • Seamless integration with CRM
  • Analytics for proposal tracking
  • Supports video embedding
  • Customizable templates

Cons

  • Limited free trial period
  • May require training for non-tech savvy users
  • High price point for small businesses

14-day free trial, pricing starts at $75/month

Qwilr is an innovative solution specifically tailored to B2B SaaS companies, providing a streamlined, interactive platform to close deals faster. It effectively combines all the steps of the sales process, making it an ideal tool for businesses aiming to enhance their proposal and quote generation efficiency.

Pros

  • Interactive proposal pages
  • Seamless integration with CRM
  • Analytics for proposal tracking
  • Supports video embedding
  • Customizable templates

Cons

  • Limited free trial period
  • May require training for non-tech savvy users
  • High price point for small businesses
INTERACTIVE PROPOSALS
REAL-TIME ANALYTICS

Why We Love It

Qwilr is a game-changer in the B2B SaaS industry. Its ability to transform traditional PDF proposals into interactive, web-based presentations is a standout feature. It takes the guesswork out of the proposal process, providing real-time analytics on when and how the prospect interacted with the proposal. The capability to integrate with popular CRM and accounting software makes it even more compelling. This level of insight and integration capacity is loved by industry professionals for its potential to drastically improve the sales process.

Pros

  • Interactive proposal pages
  • Seamless integration with CRM
  • Analytics for proposal tracking
  • Supports video embedding
  • Customizable templates

Cons

  • Limited free trial period
  • May require training for non-tech savvy users
  • High price point for small businesses

Why We Love It

Qwilr is a game-changer in the B2B SaaS industry. Its ability to transform traditional PDF proposals into interactive, web-based presentations is a standout feature. It takes the guesswork out of the proposal process, providing real-time analytics on when and how the prospect interacted with the proposal. The capability to integrate with popular CRM and accounting software makes it even more compelling. This level of insight and integration capacity is loved by industry professionals for its potential to drastically improve the sales process.

14-day free trial, pricing starts at $75/month

Qwilr is an innovative solution specifically tailored to B2B SaaS companies, providing a streamlined, interactive platform to close deals faster. It effectively combines all the steps of the sales process, making it an ideal tool for businesses aiming to enhance their proposal and quote generation efficiency.

3
Expert Score
7.7 / 10
509
154
FAST PROPOSAL CREATION
DIGITAL SIGNATURES
3
Better Proposals Online Software
7.7

Better Proposals Online Software

Better Proposals Online Software
View Website
Plans start at $19/month, with premium and enterprise options available
FAST PROPOSAL CREATION
DIGITAL SIGNATURES

Why We Love It

Better Proposals is a game-changer for B2B SaaS companies, thanks to its automation capabilities. It eliminates the tedious task of drafting, sending, and tracking proposals manually. The software provides a digital, interactive experience with customizable templates, ensuring your proposal stands out. Plus, with its integrated digital signatures, closing deals becomes faster and easier than ever. The real-time notifications keep you updated on when your proposal is opened, read, or signed, making follow-ups timely and efficient.

Pros

  • Automates proposal process
  • Web-based interactive experience
  • Integrated digital signatures
  • Customizable templates
  • Real-time notifications

Cons

  • No offline mode
  • Limited third-party integrations
  • Basic plan lacks some features

Plans start at $19/month, with premium and enterprise options available

Better Proposals is specifically designed for B2B SaaS companies, enabling them to automate proposal creation, delivery, and follow-up. It replaces traditional, time-consuming methods with a digital, interactive experience, facilitating swift, seamless transactions with integrated digital signatures.

Pros

  • Automates proposal process
  • Web-based interactive experience
  • Integrated digital signatures
  • Customizable templates
  • Real-time notifications

Cons

  • No offline mode
  • Limited third-party integrations
  • Basic plan lacks some features
FAST PROPOSAL CREATION
DIGITAL SIGNATURES

Why We Love It

Better Proposals is a game-changer for B2B SaaS companies, thanks to its automation capabilities. It eliminates the tedious task of drafting, sending, and tracking proposals manually. The software provides a digital, interactive experience with customizable templates, ensuring your proposal stands out. Plus, with its integrated digital signatures, closing deals becomes faster and easier than ever. The real-time notifications keep you updated on when your proposal is opened, read, or signed, making follow-ups timely and efficient.

Pros

  • Automates proposal process
  • Web-based interactive experience
  • Integrated digital signatures
  • Customizable templates
  • Real-time notifications

Cons

  • No offline mode
  • Limited third-party integrations
  • Basic plan lacks some features

Why We Love It

Better Proposals is a game-changer for B2B SaaS companies, thanks to its automation capabilities. It eliminates the tedious task of drafting, sending, and tracking proposals manually. The software provides a digital, interactive experience with customizable templates, ensuring your proposal stands out. Plus, with its integrated digital signatures, closing deals becomes faster and easier than ever. The real-time notifications keep you updated on when your proposal is opened, read, or signed, making follow-ups timely and efficient.

Plans start at $19/month, with premium and enterprise options available

Better Proposals is specifically designed for B2B SaaS companies, enabling them to automate proposal creation, delivery, and follow-up. It replaces traditional, time-consuming methods with a digital, interactive experience, facilitating swift, seamless transactions with integrated digital signatures.

4
Expert Score
7.2 / 10
615
102
USER-FRIENDLY
SCALABILITY
4
Proposify - Sales Proposal Software
7.2

Proposify - Sales Proposal Software

Proposify - Sales Proposal Software
View Website
Pricing starts at $19/month, with premium and enterprise options available
USER-FRIENDLY
SCALABILITY

Why We Love It

Proposify is a favorite among B2B SaaS companies because of its ability to streamline the sales process. It addresses the specific needs of SaaS sales teams, providing a comprehensive solution for creating, tracking, and closing proposals. Its strategic focus on visibility and control allows teams to manage proposals efficiently, thereby improving close rates and driving revenue growth.

Pros

  • Streamlines sales process
  • Enhances proposal creation
  • Improves tracking and signing
  • Increases close rate
  • Designed for B2B SaaS

Cons

  • Limited customization options
  • May require training for seamless use
  • Higher price point for premium features

Pricing starts at $19/month, with premium and enterprise options available

Proposify is a game-changer for B2B SaaS companies, offering an efficient solution to streamline the sales process. It provides a comprehensive platform for proposal creation, tracking, and signing, ultimately increasing your close rate. It's designed to meet the unique needs of SaaS sales teams, enhancing visibility and control in the sales process.

Pros

  • Streamlines sales process
  • Enhances proposal creation
  • Improves tracking and signing
  • Increases close rate
  • Designed for B2B SaaS

Cons

  • Limited customization options
  • May require training for seamless use
  • Higher price point for premium features
USER-FRIENDLY
SCALABILITY

Why We Love It

Proposify is a favorite among B2B SaaS companies because of its ability to streamline the sales process. It addresses the specific needs of SaaS sales teams, providing a comprehensive solution for creating, tracking, and closing proposals. Its strategic focus on visibility and control allows teams to manage proposals efficiently, thereby improving close rates and driving revenue growth.

Pros

  • Streamlines sales process
  • Enhances proposal creation
  • Improves tracking and signing
  • Increases close rate
  • Designed for B2B SaaS

Cons

  • Limited customization options
  • May require training for seamless use
  • Higher price point for premium features

Why We Love It

Proposify is a favorite among B2B SaaS companies because of its ability to streamline the sales process. It addresses the specific needs of SaaS sales teams, providing a comprehensive solution for creating, tracking, and closing proposals. Its strategic focus on visibility and control allows teams to manage proposals efficiently, thereby improving close rates and driving revenue growth.

Pricing starts at $19/month, with premium and enterprise options available

Proposify is a game-changer for B2B SaaS companies, offering an efficient solution to streamline the sales process. It provides a comprehensive platform for proposal creation, tracking, and signing, ultimately increasing your close rate. It's designed to meet the unique needs of SaaS sales teams, enhancing visibility and control in the sales process.

5
Expert Score
6.7 / 10
629
138
CUSTOMIZABLE TEMPLATES
AUTOMATED WORKFLOWS
5
Loopio Proposal Software
6.7

Loopio Proposal Software

Loopio Proposal Software
View Website
Enterprise pricing available
CUSTOMIZABLE TEMPLATES
AUTOMATED WORKFLOWS

Why We Love It

Loopio's SaaS solution is an absolute game-changer for B2B SaaS sales teams. It's explicitly designed to cater to their specific needs, ensuring proposal generation is as efficient and painless as possible. The software's automation capabilities eliminate repetitive tasks, allowing sales teams to focus on more strategic aspects of their work. The branded documents and reusable templates ensure consistency across all proposals, reinforcing brand identity and saving time.

Pros

  • Intelligent automation
  • Branded documents and templates
  • Tailored for B2B SaaS companies
  • User-friendly interface
  • Efficient proposal creation

Cons

  • Limited customization options
  • May require initial training

Enterprise pricing available

Loopio’s proposal software is specifically designed for B2B SaaS companies, offering branded documents, reusable templates, and intelligent automation. This easy-to-use solution enhances the efficiency of sales teams by streamlining the proposal creation process, thereby meeting the unique needs of this industry.

Pros

  • Intelligent automation
  • Branded documents and templates
  • Tailored for B2B SaaS companies
  • User-friendly interface
  • Efficient proposal creation

Cons

  • Limited customization options
  • May require initial training
CUSTOMIZABLE TEMPLATES
AUTOMATED WORKFLOWS

Why We Love It

Loopio's SaaS solution is an absolute game-changer for B2B SaaS sales teams. It's explicitly designed to cater to their specific needs, ensuring proposal generation is as efficient and painless as possible. The software's automation capabilities eliminate repetitive tasks, allowing sales teams to focus on more strategic aspects of their work. The branded documents and reusable templates ensure consistency across all proposals, reinforcing brand identity and saving time.

Pros

  • Intelligent automation
  • Branded documents and templates
  • Tailored for B2B SaaS companies
  • User-friendly interface
  • Efficient proposal creation

Cons

  • Limited customization options
  • May require initial training

Why We Love It

Loopio's SaaS solution is an absolute game-changer for B2B SaaS sales teams. It's explicitly designed to cater to their specific needs, ensuring proposal generation is as efficient and painless as possible. The software's automation capabilities eliminate repetitive tasks, allowing sales teams to focus on more strategic aspects of their work. The branded documents and reusable templates ensure consistency across all proposals, reinforcing brand identity and saving time.

Enterprise pricing available

Loopio’s proposal software is specifically designed for B2B SaaS companies, offering branded documents, reusable templates, and intelligent automation. This easy-to-use solution enhances the efficiency of sales teams by streamlining the proposal creation process, thereby meeting the unique needs of this industry.

6
Expert Score
6.5 / 10
500
127
ENHANCED CLOSE RATES
FREE TRIALS AVAILABLE
6
QuoteCloud Sales Proposal Software
6.5

QuoteCloud Sales Proposal Software

QuoteCloud Sales Proposal Software
View Website
Free trial available | Starting at $29/month | Enterprise pricing available
ENHANCED CLOSE RATES
FREE TRIALS AVAILABLE

Why We Love It

We love QuoteCloud for its laser-focus on improving the proposal process for B2B SaaS companies. It understands the unique challenges of this industry - the need for speed, efficiency, and effectiveness in closing deals. QuoteCloud simplifies the proposal creation process, integrates e-signing, and automates proposal sending, all of which helps to increase closing rates. This is exactly what industry professionals need to stay competitive and grow their business.

Pros

  • Efficient proposal creation
  • Easy e-signature integration
  • Automated proposal sending
  • 23% increased closing rates

Cons

  • Limited templates
  • May require some technical knowledge to maximize potential
  • Additional cost for premium features

Free trial available | Starting at $29/month | Enterprise pricing available

QuoteCloud is a sales proposal software specifically designed to streamline the proposal creation, sending, and e-signing process for B2B SaaS companies. It addresses their need for efficient and effective proposal management, helping to increase closing rates by up to 23%.

Pros

  • Efficient proposal creation
  • Easy e-signature integration
  • Automated proposal sending
  • 23% increased closing rates

Cons

  • Limited templates
  • May require some technical knowledge to maximize potential
  • Additional cost for premium features
ENHANCED CLOSE RATES
FREE TRIALS AVAILABLE

Why We Love It

We love QuoteCloud for its laser-focus on improving the proposal process for B2B SaaS companies. It understands the unique challenges of this industry - the need for speed, efficiency, and effectiveness in closing deals. QuoteCloud simplifies the proposal creation process, integrates e-signing, and automates proposal sending, all of which helps to increase closing rates. This is exactly what industry professionals need to stay competitive and grow their business.

Pros

  • Efficient proposal creation
  • Easy e-signature integration
  • Automated proposal sending
  • 23% increased closing rates

Cons

  • Limited templates
  • May require some technical knowledge to maximize potential
  • Additional cost for premium features

Why We Love It

We love QuoteCloud for its laser-focus on improving the proposal process for B2B SaaS companies. It understands the unique challenges of this industry - the need for speed, efficiency, and effectiveness in closing deals. QuoteCloud simplifies the proposal creation process, integrates e-signing, and automates proposal sending, all of which helps to increase closing rates. This is exactly what industry professionals need to stay competitive and grow their business.

Free trial available | Starting at $29/month | Enterprise pricing available

QuoteCloud is a sales proposal software specifically designed to streamline the proposal creation, sending, and e-signing process for B2B SaaS companies. It addresses their need for efficient and effective proposal management, helping to increase closing rates by up to 23%.

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 Software
 Yes Yes Yes - 14 days Yes Yes Yes SOC 2 Salesforce, HubSpot, Google Workspace Yes $19/month
2Qwilr Sales Proposal Software
 Web-only No Yes - 14 days Yes No Email/Ticket only Not specified Salesforce, HubSpot, Xero Enterprise plans only $75/month
3Better Proposals Online Software
 Web-only No Yes - 14 days Yes No Yes Not specified Stripe, PayPal, Zapier No $19/month
4Proposify - Sales Proposal Software
 Yes No Yes - 14 days Yes Yes Yes SOC 2 Salesforce, HubSpot, Pipedrive Yes $19/month
5Loopio Proposal Software
 No No Contact for trial No Enterprise API only Email/Ticket only ISO 27001 Salesforce, Microsoft 365, Slack Yes Contact for pricing
6QuoteCloud Sales Proposal Software
 No No Yes - 14 days Yes No Email/Ticket only Not specified Salesforce, Xero, QuickBooks Enterprise plans only $29/month
1

PandaDoc Sales Proposal Software

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

Qwilr Sales Proposal Software

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
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Salesforce, HubSpot, Xero
Supports SSO
Enterprise plans only
Starting Price
$75/month
3

Better Proposals Online Software

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, Zapier
Supports SSO
No
Starting Price
$19/month
4

Proposify - Sales 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, Pipedrive
Supports SSO
Yes
Starting Price
$19/month
5

Loopio Proposal 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
ISO 27001
Popular Integrations
Salesforce, Microsoft 365, Slack
Supports SSO
Yes
Starting Price
Contact for pricing
6

QuoteCloud Sales Proposal Software

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Salesforce, Xero, QuickBooks
Supports SSO
Enterprise plans only
Starting Price
$29/month

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How We Rank Products

How We Evaluate Products

Our Evaluation Process

The 'How We Choose' section for Sales Proposal Tools for B2B SaaS Companies outlines the research methodology employed to evaluate and rank various products, including Proposify, Qwilr, PandaDoc, Loopio, and Better Proposals. Key factors considered in the evaluation process include product specifications, feature sets, customer reviews, ratings, and overall value for money. Specific considerations that influenced the selection process involve the tools' usability, integration capabilities with existing systems, and the quality of customer support. Rankings were determined by analyzing comprehensive data from multiple sources, including user feedback and expert reviews, while also assessing the price-to-value ratio to ensure that each recommended product delivers effective solutions for B2B sales proposals.

Verification

  • Products evaluated through comprehensive research and analysis of B2B sales proposal features.
  • Rankings based on analysis of user reviews, expert insights, and product specifications.
  • Selection criteria focus on key functionalities and performance metrics pertinent to sales proposal tools.

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

Frequently Asked Questions About Sales Proposal Tools for B2B SaaS Companies

What makes a sales proposal tools for b2b saas companies 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 tools for b2b saas companies 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 tools for b2b saas companies?

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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Score Breakdown

0.0 / 10
Excellent

What This Award Means