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Find the best quoting software and proposal tools. Compare features, pricing as well as benefits to streamline sales, boost accuracy, and win more clients.
Sales teams struggle with time-consuming manual proposal creation that leads to delayed responses and lost opportunities while competitors capture clients faster. Traditional methods create inconsistencies and calculation errors that damage professional credibility.
Every delayed proposal represents potential revenue walking away to more efficient competitors who can respond instantly to client inquiries.
Modern sales quote and proposal software transforms your sales efficiency by automating document creation while enabling instant professional responses that impress clients. This comprehensive guide examines ten leading platforms that streamline your entire sales workflow.
Sales quoting and proposal software is a digital platform that automates the creation of price quotes as well as business proposals for potential customers. This technology streamlines the sales process by providing templates and tools that help sales teams generate accurate pricing information quickly.
The software significantly reduces the time required to respond to customer inquiries while improving accuracy in pricing calculations. This efficiency boost allows sales teams to handle more prospects simultaneously and creates a more professional presentation that can increase conversion rates.
Key objectives:
Modern sales teams rely on specialized software to transform their proposal creation process from manual labor into streamlined efficiency.
Enhanced Speed and Efficiency
Sales teams can create branded proposals in minutes using templates and automated data filling. This saves time and helps respond faster to customer inquiries while interest is high.
Improved Accuracy and Consistency
Automated pricing tables reduce errors and ensure every proposal looks the same. Branded proposals keep messaging on point and avoid mistakes that could hurt profit or client trust.
Enhanced Customer Experience
Clear formatting and personalized details make proposals look professional. Customers see the company’s value easily, making it simpler for them to decide and pay – whether by credit card or other options.
Increased Sales Performance
Sales management software provides analytics that show which branded proposals close deals and highlight customer preferences. Sales managers can use this data to refine pricing tables and strategies.
Scalable Business Growth
Automation lets companies handle more proposals without hiring more staff. Branded proposals make it easy to enter bigger markets and close more deals.
To help you navigate this tech-savvy landscape and elevate your sales strategy, we’ve curated a comprehensive comparison chart of the top sales quote as well as proposal software solutions:
| Software | Key Features | Pricing per User per Month |
|---|---|---|
| Kooper |
|
|
| Veemo Sales |
|
$29 – $129 |
| Salesmate |
|
$15 (billed annually) |
| PandaDoc |
|
$15 – $35 |
| Scoro |
|
$26 – $37 |
| Qwilr |
|
$35 – $75 |
| Conga |
|
Contact for pricing |
| Proposify |
|
$19 – $49 |
Modern quoting and proposal software makes it easy for businesses to create as well as manage sales documents. It streamlines workflows and improves customer interactions.
Quote template libraries give sales teams pre-built designs they can adjust for brand identity and client needs. These branded proposals save time, ensure consistency, and allow personalization for industries or services without starting from scratch each time.
Automated Pricing and Calculations in Quotes
Automated pricing tables update instantly when quantities or discounts change. This removes human errors, applies tiered pricing, and speeds up preparation. Accurate quotes help customers trust the proposal and make faster buying decisions while saving sales teams valuable time.
E-signature features let clients approve branded proposals digitally without printing or scanning. This legally binding process provides immediate confirmation, speeds up deal closure, and replaces slow paper approvals with a seamless, convenient experience that customers prefer in modern transactions.
Deal management tools monitor each proposal from creation to acceptance. Sales teams gain full visibility, spot pipeline bottlenecks, and ensure no opportunity is missed. The centralized system makes follow-ups easier and keeps deals moving smoothly toward closure.
Real-time tracking shows when clients open branded proposals and which sections they view. Sales teams get alerts as well as can follow up strategically. The insight reveals customer interest levels and helps personalize communication for better conversion rates.
Collaboration tools let multiple team members edit proposals with version control and approval workflows. It prevents pricing errors, ensures brand consistency, and streamlines reviews before customer delivery. With a customer collaboration platform, organizations can incorporate the customer’s perspective directly into project workflows, enhancing communication and reducing revisions.
Meeting scheduling tools inside proposals work seamlessly with the overall resource scheduling process, letting clients book time directly without extra emails or apps. The smooth integration reduces friction, speeds up engagement, and ensures important conversations happen quickly, keeping momentum strong after proposal delivery.
This analysis reviews eight top sales quote and proposal software solutions. It highlights their key features and shows how each platform meets different business needs.
Best sales quotes and proposal software for easy project integration
Kooper operates as an AI-powered business management PSA platform that integrates sales CRM with sales proposal creation and resource planning capabilities. The unified approach eliminates the typical disconnect between sales promises and actual project delivery by maintaining consistency throughout the entire client lifecycle.
The platform tackles fragmented sales processes by centralizing quote creation within broader project workflows while maintaining visibility across resource allocation and profitability metrics. Its unique value lies in connecting proposal development directly to project execution capabilities and real-time budget tracking functionality.
Key features:
Top sales proposal software focused on pipeline management
Veemo Sales is a visual CRM tool designed for sales teams. It focuses on pipeline management and also includes simple quoting features in its main workflow. The platform prioritizes simplicity and ease of use to help sales teams maintain momentum throughout their entire sales process without unnecessary complexity.
Veemo Sales addresses the common problem of sales teams losing deals due to delayed quote generation by integrating basic proposal creation directly into existing pipeline workflows. This approach eliminates the need to switch between multiple applications when moving from prospect identification to quote delivery and final deal closure.
Key features:
Ultimate customer relationship management platform
Salesmate operates as a customer relationship management platform that integrates sales pipeline management with proposal creation capabilities. The software emphasizes affordability while delivering essential features that small to medium businesses need for effective sales management.
Key Features:
Pricing:
Salesmate offers competitive pricing starting at $15 per user monthly when billed annually. This pricing structure makes it accessible for growing teams while providing essential CRM and proposal management features without requiring significant upfront investment.
Best document automation software to streamline proposal lifecycle
PandaDoc functions as a document automation platform that streamlines the entire proposal lifecycle from creation through electronic signature collection. The software distinguishes itself through its extensive template library and robust integration ecosystem that connects with popular business applications.
Key Features:
Pricing:
PandaDoc pricing ranges from $19 to $49 per user monthly depending on selected features and billing frequency. Annual billing provides significant savings while enterprise plans offer custom pricing for organizations requiring advanced functionality.
Comprehensive proposal generation tool for detailed product configuration
QuoteWerks specializes in quote and proposal generation for businesses that require detailed product configuration as well as complex pricing calculations. The software excels in managing extensive product catalogs while providing real-time pricing updates from vendor databases.
Key Features:
QuoteWerks pricing typically ranges from $14 to $35 per user monthly based on feature requirements and deployment options. The software offers both cloud-based and on-premise solutions to accommodate different organizational preferences along with security requirements.
Ultimate sales quoting software for easy integration
Scoro presents itself as an integrated business management platform that combines project management with proposal creation and financial tracking capabilities. The software addresses the needs of service-based businesses that require comprehensive visibility across projects and client relationships.
Key Features:
Pricing:
Scoro pricing starts at approximately $26 per user monthly and extends to $37 for advanced plans. The investment reflects its comprehensive feature set that goes beyond simple proposal management to include full project lifecycle support.
Best interactive web-based documents generation tool
Qwilr transforms traditional proposal creation by generating interactive web-based documents that engage customers through modern digital experiences. The software focuses on creating visually appealing proposals that stand out from standard PDF documents while providing detailed analytics.
Key Features:
Pricing:
Qwilr pricing ranges from $35 to $72 dollars per user monthly reflecting its premium positioning in the market. The higher investment provides access to advanced interactive features and comprehensive analytics capabilities that justify the cost for design-conscious organizations.
Top sales quote software for enterprises
Conga operates as an enterprise-grade revenue lifecycle management platform that handles complex contract and proposal workflows across large organizations. The software addresses the needs of businesses with sophisticated approval processes and regulatory compliance requirements.
Key Features:
Pricing:
Conga typically requires custom pricing discussions due to its enterprise focus and extensive customization requirements. Organizations should expect significant investment levels that reflect the platform’s comprehensive feature set and implementation complexity.
Intuitive proposal management tool to accelerate sales cycles
Proposify concentrates specifically on proposal creation and management with features designed to accelerate sales cycles through professional document presentation. The software emphasizes ease of use while providing robust tracking and collaboration capabilities that support team-based sales environments.
Key Features:
Pricing:
Proposify pricing ranges from $19 to $49 per user monthly with different tiers providing varying levels of functionality. The pricing structure accommodates both small teams and larger organizations while maintaining affordability across different business sizes.
Choosing the right sales quote and proposal software starts with understanding your organization’s needs. You also need to see how each platform fits into your sales process.
Assess Your Current Sales Process and Pain Points
Begin by analyzing your existing proposal workflow to identify specific bottlenecks that need addressing. Consider how your team handles customer inquiries through contract signing while noting where delays occur and which manual tasks consume time.
Evaluate Integration Capabilities with Existing Systems
Examine how potential solutions connect with your customer relationship management system and other business tools to ensure seamless data flow. Strong integration capabilities prevent data silos while reducing administrative burden as well as maintaining accuracy across customer touchpoints.
Consider Scalability and Future Growth Requirements
Think beyond immediate needs and evaluate if each platform can accommodate your organization’s anticipated growth in team size as well as transaction volume. A solution for five team members may become inadequate as you expand to fifty members.
Analyze Pricing Structure and Total Cost of Ownership
Look beyond advertised monthly pricing to understand the complete financial commitment including implementation costs along with potential add-on fees. Calculate the total investment over time considering both software costs and internal resources for implementation.
Examine User Experience and Learning Curve Requirements
Evaluate how intuitive each platform feels during testing particularly for team members who may not be technically sophisticated. The most feature-rich solution becomes worthless if your sales team struggles to adopt it effectively.
Review Security and Compliance Standards
Investigate each platform’s data protection measures and compliance certifications to ensure they meet your industry’s regulatory requirements. Evaluate encryption standards as well as access controls particularly if you handle sensitive client information.
Modern sales quote and proposal software transforms how businesses approach client acquisition by streamlining document creation. It also provides detailed analytics on customer engagement patterns. These platforms eliminate manual bottlenecks and enable sales teams to focus on relationship building rather than administrative tasks.
The investment in quality proposal software pays dividends through faster deal closure rates as well as improved customer experiences that differentiate your organization from competitors. Choose solutions that align with your specific workflow requirements and growth trajectory for maximum impact.
Manual quoting creates time delays and calculation errors that cost businesses opportunities while requiring extensive administrative resources. Software automation eliminates these inefficiencies by generating accurate quotes and reducing proposal creation time from hours to minutes.
Proposal software reduces errors with automated calculations and standardized templates. It keeps formatting consistent and performs real-time pricing updates, making complex quotes more accurate as well as reliable.
Growing agencies use proposal software to manage more work without hiring extra staff. It ensures consistent branding and gives templates that help new team members create professional proposals quickly.
Teams often fail to customize templates properly or neglect thorough user training, resulting in generic proposals that fail to engage clients. Another frequent mistake involves not utilizing integration capabilities, creating data silos that reduce efficiency in customer information management.
Proposal software ensures brand consistency through standardized templates with approved colors, fonts and messaging that prevent individual variations in customer documents. The consistency builds professional credibility while eliminating risks of outdated logos or incorrect company information in client communications.