Finding the right quoting and proposal software can make a real difference in how quickly your sales team moves deals from conversation to close.

The right platform helps your team configure products, apply accurate pricing, manage approvals, send polished proposals, and give customers a simple way to review, accept, sign, and pay. The wrong tool can create extra manual work, disconnected systems, pricing mistakes, and delays that slow down the sales process.

Full transparency: QuoteWerks is our product, so we know this space from the inside. We also know QuoteWerks is not the right fit for every team, which is why this guide compares several quoting and proposal platforms based on where each one fits best.

This guide compares six leading quoting and proposal platforms for B2B sales teams:

• QuoteWerks
• PandaDoc
• Proposify
• Conga
• DealHub
• Salesforce CPQ

We’ll look at what each platform does well, where it may not be the best fit, and how to choose the right solution based on your sales workflow.

By the end, you’ll have a clearer picture of which platform fits your needs, whether your priority is quote accuracy, proposal design, CRM integration, approval workflows, distributor pricing, or quote-to-cash visibility.

Quoting Software vs Proposal Software vs CPQ Software

Not every quoting or proposal tool solves the same problem.

Proposal software is usually strongest when the main goal is creating polished sales documents, managing templates, collecting signatures, and tracking recipient engagement. These tools are often a good fit for agencies, service firms, and teams that care heavily about presentation and document workflow.

Quoting software goes deeper into the sales quoting process. It helps teams manage products, pricing, quantities, taxes, optional items, approval rules, quote status, CRM updates, and customer acceptance. Quoting software is usually a better fit when accuracy, repeatability, and operational control matter as much as presentation.

CPQ software stands for Configure, Price, Quote. CPQ tools are built for more complex sales environments where reps need to configure products or services, apply pricing logic, manage bundles, enforce discount controls, and generate accurate quotes based on predefined rules.

For many B2B sales teams, the key question is simple:

Is your bottleneck document creation, or is it quote accuracy and workflow control?

If your team mainly needs better-looking proposals, a document-focused platform may be enough. If your team needs accurate line-item quoting, CRM/accounting integration, approval workflows, distributor pricing, quote tracking, and online customer acceptance, a quoting platform like QuoteWerks is usually the stronger fit.

How We Chose the Best Quoting Software for B2B Sales

When evaluating quoting and proposal software, we focused on capabilities that directly impact how quickly and accurately sales teams can move from opportunity to accepted quote.

We looked for platforms that support more than basic document creation and help manage important parts of the quote-to-cash workflow.

Line-Item Quoting Depth
Can the platform handle detailed products, services, quantities, discounts, bundles, optional items, taxes, and pricing rules?

This matters when your deals involve multiple SKUs, recurring services, implementation fees, hardware, software, support plans, or bundled offerings.

Workflow Automation
Can the platform route quotes for approval, enforce discount rules, notify reps when customers view proposals, and reduce manual follow-up?

The more complex your sales process, the more important workflow automation becomes.

Forecasting Visibility
Can sales managers see quote status, pipeline value, customer engagement, and revenue potential from active proposals?

Good quoting software turns quote activity into usable sales data.

CRM, PSA, and Accounting Integration
Does the platform connect to the systems your team already uses?

For B2B sales teams, quoting cannot live in a silo. Customer, product, quote, order, and accounting data need to move cleanly between systems.

Electronic Signature and Payment
Can customers accept, sign, and pay directly from the quote?

Every extra step between quote delivery and acceptance creates friction.

Vendor and Distributor Pricing
For technology resellers, MSPs, VARs, and other product-driven sales teams, can the tool pull real-time pricing and availability from vendors and distributors?

This is where many proposal tools fall short.

Quick Guide: 6 Best Quoting and Proposal Tools for Sales Teams

The 6 Best Quoting and Proposal Platforms for B2B Sales Teams

1. QuoteWerks: Best Overall Quoting Software for B2B Teams

QuoteWerks is built for B2B sales teams that need more than a polished proposal document. It gives teams a centralized platform to create accurate quotes, manage products and pricing, automate approvals, connect to business systems, and deliver interactive quotes customers can review, accept, sign, and pay online.

Where QuoteWerks stands out is quoting depth. Sales teams are not limited to simple pricing tables. QuoteWerks supports detailed line-item quoting, bundles, optional items, formulas, product configurations, taxes, recurring items, and approval workflows. That makes it a strong fit for teams selling hardware, software, managed services, professional services, or configurable offerings.

QuoteWerks also connects with over 115 CRM, PSA, accounting, leasing, payment, tax, and distributor systems. For technology resellers and MSPs, QuoteWerks connects directly to major distributors including D&H, Ingram Micro, Pax8, and TD SYNNEX. Reps can pull real-time pricing and availability into quotes, reducing manual lookup work and helping prevent pricing errors.

With QuoteValet, customers can review quotes online, select options, ask questions, accept quotes, sign electronically, and make payments.

QuoteWerks Features

• Product configurator with bundles and kits
• Peer and management approval workflows
• QuoteValet interactive delivery for online review, e-signature, and payments
• Real-time distributor pricing
• CRM, PSA, and accounting integrations

QuoteWerks Pros

• Deep line-item quoting with formulas, bundles, and optional items
• Over 115 integrations with CRM, PSA, accounting, and payment systems
• Real-time distributor pricing and availability
• Approval workflows for margin control and sales governance
• Live phone support from trained technical experts

QuoteWerks Cons

• Initial setup may benefit from guided implementation for complex workflows
• Some advanced distributor capabilities require higher-tier licensing
• Teams looking only for lightweight proposal design may not need this level of depth

2. PandaDoc: Document Automation with E-Signature

PandaDoc is a document-focused platform designed to help teams create proposals, contracts, quotes, and other sales documents from templates. It is often a strong fit for teams that prioritize document presentation, e-signature, and template-based proposal workflows.

The drag-and-drop editor makes it easy to build documents without advanced design experience. Teams can reuse approved content, add pricing tables, collect signatures, and track when recipients open documents.

PandaDoc can work well when the primary challenge is document creation and sales proposal presentation. Teams that need deeper line-item quoting, distributor pricing, advanced pricing logic, or quote operations control may want to compare it against a dedicated quoting platform.

Related comparison: If you are comparing PandaDoc specifically for quoting workflows, see our detailed QuoteWerks vs PandaDoc comparison.

PandaDoc Features

• Template and content library
• Document analytics and engagement tracking
• Built-in e-signature and payment integrations

PandaDoc Pros

• Easy-to-use drag-and-drop document editor
• Strong template features for polished presentations
• CRM integrations with platforms like Salesforce and HubSpot
• Good fit for document-heavy sales workflows

PandaDoc Cons

• Less focused on deep line-item quoting than dedicated quoting platforms
• Not designed around distributor pricing or product availability workflows
• More document-centric than quote-operations-centric

3. Proposify: Design-Focused Proposals with Approval Tracking

Proposify is a proposal platform focused on design control, content reuse, and proposal visibility. It is commonly used by agencies, creative firms, and service-based sales teams where presentation quality is a major part of the buying experience.

The platform gives teams control over proposal layouts, fonts, branding, reusable sections, and pricing tables. It also includes proposal tracking, electronic signature, and approval workflows.

Proposify can be a strong option when visual presentation, reusable proposal content, and section-level engagement tracking are priorities. It may be less ideal for teams that need detailed product configuration, distributor pricing, inventory updates, or deeper quoting logic.

Related comparison: See how QuoteWerks compares for teams evaluating Proposify alternatives for quoting and proposal workflows.

Proposify Features

• Drag-and-drop design editor
• Content library for case studies and service descriptions
• Proposal analytics to track which sections prospects view
• Interactive pricing tables

Proposify Pros

• Strong design control for brand-conscious organizations
• Section-level engagement analytics
• Approval workflows for proposal review
• Useful content library for repeatable proposals

Proposify Cons

• More focused on proposals than complex product configurations
• Not designed around distributor pricing or inventory updates
• Integration depth may be more limited than broader CPQ platforms

4. Conga: Enterprise CPQ and Contract Lifecycle Management

Conga offers a broader revenue operations suite that includes CPQ, contract lifecycle management, document generation, and related enterprise workflows. It is generally best suited for larger organizations with complex sales processes, contract requirements, approval structures, and Salesforce-centric operations.

Conga can support advanced pricing, product configuration, contract lifecycle workflows, and complex approval processes. For enterprise teams with mature sales operations and legal processes, it may be a strong fit.

Smaller and mid-sized B2B sales teams should weigh the implementation effort, administration requirements, and process complexity against what they actually need from a quoting solution.

Related comparison: See how QuoteWerks compares for teams evaluating Conga alternatives for CPQ and quote management.

Conga Features

• Advanced pricing engine
• Contract lifecycle management from creation through negotiation and renewal
• Deep Salesforce integration

Conga Pros

• Strong fit for enterprise CPQ and contract workflows
• Handles complex pricing, approval, and contract scenarios
• Useful for organizations with mature legal processes
• Good fit for enterprise revenue operations environments

Conga Cons

• Implementation can require significant planning and training
• May be more complex than needed for small and mid-sized B2B teams
• Often requires additional modules, integrations, or consultants

5. DealHub: Guided Selling for Subscription Pricing

DealHub combines CPQ, guided selling, quote generation, subscription workflows, and digital sales rooms. It is often a fit for SaaS companies and B2B sales teams that want reps to follow structured selling motions and configure offerings through guided playbooks.

DealHub can be useful for companies with subscription pricing, renewals, usage-based models, or complex buyer committees. Its digital sales room approach can help centralize proposal content, contracts, and deal conversations.

Teams that mainly need fast, accurate quote creation should evaluate whether they need the full guided selling and digital sales room experience or whether a more focused quoting platform is a better operational fit.

Related comparison: See how QuoteWerks compares for teams evaluating DealHub alternatives for guided selling and quote workflows.

DealHub Features

• Guided selling playbooks
• Subscription and renewal management
• Digital sales rooms

DealHub Pros

• Strong guided selling capabilities
• Useful for subscription and usage-based pricing models
• Digital sales rooms support collaborative buying processes
• Good fit for structured SaaS sales motions

DealHub Cons

• May require additional setup for teams with complex quote workflows
• Pricing is typically customized rather than fully public
• May be more than needed for teams that simply need fast quote creation

6. Salesforce CPQ: Native CRM Integration for Salesforce Users

Salesforce CPQ is designed for organizations that already use Salesforce as their primary CRM and want CPQ functionality natively inside the Salesforce ecosystem.

The platform helps teams configure products, apply pricing rules, manage discounts, generate quotes, and support renewal workflows within their CRM. For companies with mature Salesforce administration resources, Salesforce CPQ can be a strong fit.

The trade-off is ecosystem commitment. Salesforce CPQ usually works best when the company is fully invested in Salesforce and has the internal or external resources to configure, maintain, and optimize it.

Related comparison: See how QuoteWerks compares for teams evaluating Salesforce CPQ alternatives for B2B quoting teams.

Salesforce CPQ Features

• Native Salesforce integration
• Pricing rules engine
• Automated renewal quotes
• Approval workflows

Salesforce CPQ Pros

• Quote data stays fully connected to Salesforce CRM records
• Supports complex pricing, approval, and renewal workflows
• Ideal for companies with mature Salesforce administration resources
• Strong fit for Salesforce-first organizations

Salesforce CPQ Cons

• Requires strict commitment to the Salesforce ecosystem
• Configuration and maintenance usually require experienced Salesforce admins
• Document generation, e-signature, or payment workflows may require additional tools

How Does Quoting Software Improve Sales Forecasting Accuracy?

Quoting software turns proposals into structured sales data.

Every quote your team sends can become a trackable record with value, status, customer activity, expiration date, and probability information. This helps sales managers forecast revenue based on actual quote activity rather than disconnected spreadsheets or rep memory.

QuoteWerks helps sales teams track quote status, customer engagement, and sales activity while syncing information with CRM, PSA, and accounting systems in real-time.

When your quoting process is structured, you can answer questions like:

• Which quotes are still open?
• Which customers have viewed their quotes?
• Which products or services are quoted most often?
• Which quotes are waiting on approval?
• Which quotes are close to expiring?
• Which reps are creating the most quoting activity?
• Which products or services are most commonly included in won quotes?

That visibility helps sales leaders identify bottlenecks and build more realistic revenue forecasts.

What Should You Look for in a Quote-to-Cash Solution?

The best solution for your team depends on where the friction exists today.

Configuration Flexibility
Can your team handle bundles, optional items, recurring charges, quantity breaks, discounts, taxes, and customer-specific pricing without manual workarounds?

If reps are constantly editing spreadsheets, copying old quotes, or manually recalculating pricing, your quoting process is carrying operational risk.

Approval Controls
Can the system enforce approval rules before quotes go to customers?

Approval workflows help protect margins, improve consistency, and reduce the chance that a rep sends a quote with the wrong discount, pricing, or terms.

Customer Experience
Can buyers review, ask questions, select options, accept, sign, and pay from one place?

A better customer experience can reduce friction and shorten the time between quote delivery and acceptance.

Integration Depth
Does quote data flow into your CRM, accounting system, PSA, payment processor, tax engine, or procurement workflow?

Disconnected systems create double entry, errors, and reporting gaps.

Visibility
Do reps and managers know when customers view quotes, which quotes are active, and where deals stand?

Without visibility, follow-up becomes guesswork.

Why QuoteWerks Is the Best Quoting Software for Many B2B Sales Teams

QuoteWerks stands out because it was built specifically for the quoting challenges B2B sales teams face every day.

Many proposal tools are strong at creating attractive documents, but for teams that sell products, services, bundles, subscriptions, hardware, or configurable offerings, the harder challenge is usually quote accuracy and process control.

QuoteWerks gives teams the tools to create accurate quotes faster while keeping pricing, approvals, integrations, and customer acceptance connected. It handles complex product configurations and connects to over 115 business systems.

For technology resellers and MSPs, the ability to pull real-time distributor pricing directly into quotes can significantly reduce manual lookup work, pricing errors, and quote turnaround time.

QuoteValet adds another layer by giving customers an interactive online quote experience where they can review options, ask questions, sign electronically, and pay online while reps receive real-time engagement notifications.

If your team is outgrowing spreadsheets, CRM-generated quotes, or basic proposal tools, QuoteWerks can help you create accurate quotes faster, control approval workflows, and give customers a better buying experience.

FAQs About Quoting and Proposal Software

What Is Quoting Software and How Does It Help Sales Teams?
Quoting software helps sales teams create, send, track, and manage quotes more efficiently.

Instead of building quotes manually in spreadsheets or copying old documents, reps can select products, apply pricing rules, include optional items, generate professional proposals, and track customer activity from one system.

QuoteWerks takes this further by connecting quoting workflows to CRM data, approval rules, distributor pricing, QuoteValet online delivery, electronic signature, payment collection, and reporting.

The result is fewer errors, faster turnaround, and better visibility into the sales pipeline.

What Is the Difference Between Quoting Software and Proposal Software?
Proposal software usually focuses on creating polished sales documents, collecting e-signatures, and tracking proposal engagement.

Quoting software goes deeper into pricing, products, taxes, optional items, approvals, integrations, and quote tracking.

If your team mainly needs better-looking sales documents, proposal software may be enough. If your team needs accurate line-item quoting, CRM/accounting integration, distributor pricing, and customer acceptance workflows, quoting software is usually the better fit.

What Is CPQ Software?
CPQ stands for Configure, Price, Quote.

CPQ software helps sales teams configure products or services, apply pricing logic, enforce discount controls, and generate accurate quotes.

For B2B teams with configurable products, bundles, recurring services, or approval workflows, CPQ-style functionality helps reduce quoting errors and protect margins.

Can Quoting Software Integrate With My CRM?
Yes. Many quoting platforms connect with popular CRM systems.

QuoteWerks integrates with over 115 systems, including Salesforce, HubSpot, Microsoft Dynamics, ConnectWise, and Autotask. This allows customer data to flow into quotes and quote status to sync back to your CRM records, eliminating double entry.

How Does Electronic Signature Work in Quoting Software?
Electronic signature allows customers to accept and sign quotes digitally instead of printing, signing, scanning, and emailing documents.

With QuoteWerks and QuoteValet, customers can sign quotes online using a graphical or typed signature. This helps reduce friction and makes it easier for customers to move from quote review to approval.

How Do I Know When a Customer Views My Quote?
Quoting platforms with engagement tracking notify sales reps when a customer opens or interacts with a quote.

With QuoteWerks and QuoteValet, reps receive alerts when customers view quotes online, helping sales teams follow up when the prospect is actively engaged rather than guessing.

What Type of Sales Team Needs Quoting Software?
Quoting software is especially useful for B2B teams dealing with:

• Multiple products or services
• Optional items
• Bundles or kits
• Approval workflows
• Discounts and margin control
• CRM, PSA, or accounting integration
• Distributor pricing
• Customer acceptance and payment workflows
• Recurring revenue or renewal quotes

If your team is losing time to pricing errors, spreadsheet updates, or disconnected systems, quoting software can create measurable improvement.

Is QuoteWerks Only for Technology Resellers and MSPs?
No. QuoteWerks is especially strong for technology resellers, MSPs, VARs, and IT solution providers because of its distributor pricing, PSA integrations, and product content capabilities.

However, QuoteWerks is also used by many B2B sales teams that need accurate quoting, approval workflows, CRM/accounting integration, QuoteValet online quote delivery, and sales reporting.

The best fit is any B2B team that needs more control than a basic proposal tool can provide.

Explore More Quoting Software Comparisons

If you are narrowing your evaluation to a specific platform, these detailed comparisons may help:

• QuoteWerks vs PandaDoc for quoting and CPQ workflows
• QuoteWerks vs Proposify for proposal and quoting workflows
• QuoteWerks vs Conga for CPQ and quote management
• QuoteWerks vs DealHub for guided selling and quote workflows
• QuoteWerks vs Salesforce CPQ for B2B quoting teams

Final Thoughts: Choosing the Right Quoting and Proposal Software

The best quoting or proposal platform depends on what your team actually needs to fix.

If your main challenge is creating polished documents and collecting signatures, a document-focused tool like PandaDoc or Proposify may be enough.

If your organization needs enterprise contract lifecycle management or deep Salesforce-native CPQ, Conga or Salesforce CPQ may be the better fit. Just make sure you evaluate the full cost of ownership, including licensing, implementation, administration, consulting, and ongoing maintenance. Enterprise CPQ platforms can be powerful, but they can also become expensive and resource-heavy if your team does not need that level of complexity.

If your team needs guided selling, subscription pricing, and digital sales rooms, DealHub may be worth evaluating. As with other advanced revenue platforms, pricing and implementation requirements should be reviewed carefully so you understand the true investment before committing.

But if your sales process depends on accurate line-item quoting, CRM/accounting integrations, approval workflows, distributor pricing, interactive online delivery, e-signature, and payment collection, QuoteWerks is built exactly for that workflow.

QuoteWerks helps B2B sales teams create accurate quotes faster, reduce manual work, protect margins, and give customers a better buying experience from quote to acceptance without forcing teams into an overly complex or enterprise-heavy quoting system.

Ready to see how QuoteWerks can improve your quoting process? Start a free trial or schedule a demo today.