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:
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.
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.
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.
This matters when your deals involve multiple SKUs, recurring services, implementation fees, hardware, software, support plans, or bundled offerings.
The more complex your sales process, the more important workflow automation becomes.
Good quoting software turns quote activity into usable sales data.
For B2B sales teams, quoting cannot live in a silo. Customer, product, quote, order, and accounting data need to move cleanly between systems.
Every extra step between quote delivery and acceptance creates friction.
This is where many proposal tools fall short.
| Platform | Best For | Quoting Depth | Proposal Design | CRM Integrations | E-Signature | Distributor Pricing |
|---|---|---|---|---|---|---|
| QuoteWerks | B2B quoting, line-item accuracy, workflow control, integrations, distributor pricing | High | Medium-High | 115+ integrations |
Yes, through QuoteValet (Included in Balanced and Pinnacle Editions) |
Yes |
| PandaDoc | Document automation, proposals, contracts, e-signature | Medium | High | Major CRM integrations | Yes | No |
| Proposify | Design-forward proposals and proposal tracking | Medium | High | Common CRM integrations | Yes | No |
| Conga | Enterprise CPQ and contract lifecycle management | High | Medium | Strong Salesforce alignment | Varies by setup | No |
| DealHub | Guided selling, subscriptions, digital sales rooms | High | Medium-High | Salesforce, HubSpot, Dynamics, and others | Varies by setup | No |
| Salesforce CPQ | Salesforce-native CPQ workflows | High | Medium | Salesforce native | Varies by setup | No |
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.
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.
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.
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.
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.
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.
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:
That visibility helps sales leaders identify bottlenecks and build more realistic revenue forecasts.
The best solution for your team depends on where the friction exists today.
If reps are constantly editing spreadsheets, copying old quotes, or manually recalculating pricing, your quoting process is carrying operational risk.
Approval workflows help protect margins, improve consistency, and reduce the chance that a rep sends a quote with the wrong discount, pricing, or terms.
A better customer experience can reduce friction and shorten the time between quote delivery and acceptance.
Disconnected systems create double entry, errors, and reporting gaps.
Without visibility, follow-up becomes guesswork.
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.
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.
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.
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.
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.
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.
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.
If your team is losing time to pricing errors, spreadsheet updates, or disconnected systems, quoting software can create measurable improvement.
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.
If you are narrowing your evaluation to a specific platform, these detailed comparisons may help:
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.