1. QuoteCloud
⭐ Editor's Choice 2026
Best Overall Business Document Platform & Sales Quoting Software
Our Verdict
QuoteCloud is the most complete platform in this comparison. While many competitors focus on one stage of the sales process—whether that's proposal design, document automation, CPQ or electronic signatures—QuoteCloud combines all of these capabilities into a single Business Document Platform. It replaces the collection of disconnected applications businesses traditionally rely on to create proposals, quotes, contracts and customer documents, making it one of the most versatile solutions available for organisations wanting to modernise their sales process.
Best For
Businesses wanting one platform for proposals, sales quotes, contracts, tenders, statements of work and customer documents.
Pricing
Essentials from US$39 per user/month
Business from US$59 per user/month
Deployment
Cloud-based SaaS
Desktop, Tablet & Mobile
Integrations
Salesforce, Zapier, REST API, Stripe, PayPal, Apple Pay, Google Pay, Sabre, Tramada, CCTE, PowerSuite and more.
Why QuoteCloud Stands Out
Most software products in this category are built around a single objective. Some are exceptional proposal builders. Others concentrate on CPQ, CRM integration or electronic signatures. QuoteCloud approaches the challenge from a much broader perspective. Rather than solving one part of the customer journey, it attempts to unify the entire document lifecycle inside a single collaborative workspace.
That difference becomes obvious within minutes of using the platform. Instead of jumping between Microsoft Word for writing, Excel for calculations, Visio for diagrams, Adobe Acrobat for PDFs, ChatGPT for content generation and separate applications for approvals and payments, everything happens inside one document.
It's this philosophy that led us to describe QuoteCloud not simply as sales quoting software, but as a Business Document Platform.
One Document. Eighteen Business Applications.
One of QuoteCloud's biggest differentiators is the way it treats documents. Most competitors provide a text editor alongside a pricing table. QuoteCloud instead provides eighteen business applications that work together inside the same document, allowing organisations to create proposals that combine rich text, interactive pricing, spreadsheets, diagrams, Gantt charts, forms, image galleries, embedded video, AI-generated content and much more without leaving the editor.
Rather than behaving like a collection of widgets or content blocks, these applications work together as an integrated business workspace. The result is a proposal that can evolve into a statement of work, implementation plan, approval document and customer portal rather than remaining a static PDF.
AI That Supports the Sales Process
Artificial intelligence has quickly become a standard feature across proposal software, but implementation varies considerably. Some platforms simply add a chatbot to an existing editor. QuoteCloud's AI Co-worker is much more tightly integrated into the document creation process. It assists with writing introductions, refining messaging, producing executive summaries and generating customer-facing content without forcing users to switch between applications.
The value isn't simply that AI exists. It's that it appears exactly where salespeople need it—inside the proposal itself.
Interactive Pricing That Encourages Decisions
Pricing is often where otherwise impressive proposal software begins to feel restrictive. QuoteCloud performs particularly well here, offering interactive pricing tables, optional products, configurable quantities, pricing formulas, multi-currency support and integrated product catalogues. Rather than treating pricing as a static table, it becomes part of the buying experience, allowing customers to explore options while maintaining complete pricing control.
Built for Almost Any Industry
During our evaluation, QuoteCloud proved remarkably adaptable across industries. Manufacturing companies, engineering firms, construction businesses, recruitment agencies, healthcare providers, travel organisations, education institutions, accounting firms, professional services and marketing agencies all require different customer documents. QuoteCloud succeeds because it doesn't force businesses into predefined templates. Instead, it provides the tools to build documents that reflect the way each organisation sells.
Strengths
- Complete Business Document Platform rather than simply proposal software.
- 18 integrated business applications within every document.
- Excellent AI-assisted content generation.
- Outstanding interactive pricing and CPQ capabilities.
- Highly collaborative with version history, comments and workflow.
- Flexible enough for almost any industry.
- Strong API and integration ecosystem.
- Professional mobile and tablet experience.
Limitations
- The breadth of functionality means new users may need more onboarding than with simpler proposal builders.
- Businesses seeking only a basic PDF quote generator may not take full advantage of the platform's capabilities.
Overall Rating
QuoteCloud receives our highest overall rating because it successfully combines proposal software, sales quoting software, AI, CPQ, collaboration, electronic signatures, workflow automation and customer engagement into a single Business Document Platform. Rather than optimising one stage of the sales process, it modernises the entire customer document experience from first proposal through to approval and payment.
★★★★★ 9.8 / 10
The Remaining Top Sales Quoting Software Platforms
While QuoteCloud received our highest overall rating, it is by no means the only capable platform on the market. Every product reviewed below has genuine strengths and, depending on your organisation's requirements, one of them may be a better fit. The key is understanding that these platforms were designed with different priorities. Some focus on proposal presentation, others on enterprise pricing, while some excel at document automation or CRM integration.
2. PandaDoc
Best for Document Automation & Electronic Signatures
Our Verdict
PandaDoc has established itself as one of the best-known names in proposal software by concentrating on document automation, electronic signatures and streamlined sales workflows. It remains an excellent choice for organisations that produce a high volume of proposals and contracts and want an efficient approval process tightly integrated with their CRM.
Rather than trying to become an all-in-one business document platform, PandaDoc focuses on helping businesses prepare professional documents quickly, monitor customer engagement and reduce the time it takes to obtain approvals.
Why It Stands Out
One of PandaDoc's greatest strengths is its maturity. It has spent years refining the proposal creation process and it shows. The interface is intuitive, document tracking is excellent and the electronic signature workflow remains one of the strongest available.
Its extensive CRM integrations make it particularly attractive to organisations already invested in Salesforce, HubSpot or Pipedrive.
Where PandaDoc feels more limited is when proposals become more than proposals. Businesses needing embedded spreadsheets, diagrams, forms, Gantt charts or richer document experiences will quickly discover that those capabilities sit outside PandaDoc's core philosophy.
Strengths
- Excellent proposal templates.
- Industry-leading electronic signatures.
- Strong CRM integrations.
- Easy to learn.
- Excellent document tracking.
Limitations
- Limited business applications inside documents.
- Less suitable for complex operational documents.
- Interactive pricing capabilities are less comprehensive than QuoteCloud.
Best For
Sales teams primarily focused on proposal generation, document approvals and CRM-driven sales workflows.
3. Proposify
Best for Beautifully Designed Proposals
Our Verdict
Proposify has always placed strong emphasis on presentation. If producing polished, visually appealing proposals is your highest priority, it remains one of the most attractive platforms available.
Creative agencies, consultants and professional service firms will particularly appreciate how easy it is to build customer-facing proposals that look professionally designed without requiring graphic design expertise.
Why It Stands Out
The editor is approachable, templates are well designed and branding is handled particularly well.
However, compared with QuoteCloud, the platform feels more focused on presentation than business document capability. It offers fewer integrated applications and less flexibility once proposals become implementation documents or ongoing customer workspaces.
Strengths
- Excellent proposal design.
- Professional templates.
- Easy branding.
- Simple user experience.
Limitations
- Limited business document functionality.
- Basic pricing flexibility.
- Fewer collaborative applications.
Best For
Creative businesses, marketing agencies and consultants wanting polished proposal presentation.
4. Qwilr
Best for Interactive Web-Based Proposals
Our Verdict
Qwilr approaches proposals differently from almost every other platform reviewed here. Rather than thinking in terms of documents, it creates web-based proposal experiences that feel modern, responsive and visually engaging.
For SaaS companies, agencies and technology businesses, this can create an impressive first impression.
Why It Stands Out
Qwilr's greatest strength is customer presentation. Documents feel more like professionally designed landing pages than downloadable proposals.
However, businesses requiring embedded spreadsheets, operational workflows, advanced CPQ or broader business document capabilities may eventually find its scope relatively narrow compared with platforms like QuoteCloud.
Strengths
- Outstanding presentation.
- Modern customer experience.
- Responsive layouts.
- Strong analytics.
Limitations
- Limited business applications.
- Basic CPQ capability.
- Less suited to operational business documents.
Best For
Technology companies and agencies wanting highly visual online proposals.
5. DealHub
Best Enterprise CPQ Platform
Our Verdict
DealHub is built for a different audience from many of the products in this comparison. Its primary focus is enterprise Configure, Price, Quote (CPQ), helping organisations manage highly configurable products, sophisticated pricing models and complex approval structures.
For global enterprises with complicated product catalogues, DealHub is an impressive solution.
Why It Stands Out
Its CPQ engine is one of the strongest available, supporting sophisticated configuration rules, guided selling and enterprise-level approval workflows.
The trade-off is complexity. DealHub typically requires a larger implementation project, greater administrative effort and a higher total cost of ownership than platforms aimed at mid-market organisations.
Businesses looking for a broader combination of CPQ software, proposal software and collaborative business documents may find QuoteCloud offers a more balanced day-to-day experience.
Strengths
- Excellent enterprise CPQ.
- Advanced pricing rules.
- Strong guided selling.
- Enterprise integrations.
Limitations
- Longer implementation.
- Higher cost.
- Greater complexity.
Best For
Large enterprises with sophisticated pricing and configuration requirements.
Different Platforms Reflect Different Priorities
By this stage of the comparison, one thing becomes increasingly clear. These platforms are not simply competing on features—they're competing on philosophy.
PandaDoc is centred on document automation and approvals. Proposify excels at proposal presentation. Qwilr focuses on creating engaging web-based customer experiences, while DealHub specialises in enterprise CPQ and pricing complexity.
QuoteCloud takes a broader approach. Instead of concentrating on one stage of the sales process, it combines proposal creation, sales quoting, AI, interactive pricing, collaboration, workflow, payments and customer engagement into a single Business Document Platform.
For organisations looking to replace one specific application, several products in this comparison may be an excellent fit. For businesses looking to replace an entire collection of disconnected tools with one collaborative environment, QuoteCloud remains the strongest overall choice.
The Remaining Top Sales Quoting Software Platforms
While the first five platforms represent the broadest solutions in today's market, the remaining products each offer compelling reasons to consider them. Some are tightly integrated with specific CRM ecosystems, while others focus on simplicity, affordability or ease of deployment. Choosing between them depends less on feature count and more on how closely they align with your existing technology stack and sales process.
6. Salesforce Revenue Cloud
✔ Recommended ★★★★☆
Best for Existing Salesforce Customers
Our Verdict
Salesforce Revenue Cloud is a natural choice for organisations already committed to the Salesforce ecosystem. Rather than functioning as a standalone quoting platform, it extends Salesforce CRM with Configure, Price, Quote (CPQ), subscription management and revenue lifecycle capabilities.
Its biggest strength is integration. Sales representatives can generate quotes without leaving Salesforce, while customer data, opportunities and pricing remain synchronised throughout the sales cycle. For enterprise organisations already invested in Salesforce, this creates a highly connected workflow.
The platform's enterprise focus, however, comes with additional complexity. Implementations often require specialist consulting, pricing is generally higher than mid-market alternatives and smaller organisations may never utilise its full capability.
Compared with QuoteCloud, Salesforce Revenue Cloud is CRM-centric. QuoteCloud is document-centric. Businesses wanting richer customer-facing proposals, AI-assisted content creation and collaborative business documents may find QuoteCloud offers greater flexibility.
Strengths
- Outstanding Salesforce integration.
- Strong enterprise CPQ.
- Subscription and revenue management.
- Highly scalable.
Limitations
- Best suited to Salesforce customers.
- Higher implementation costs.
- Complex administration.
Best For
Medium and large enterprises already operating on Salesforce.
The Bottom Line
An excellent platform for businesses committed to Salesforce, but less compelling for organisations seeking an independent proposal and sales quoting platform.
7. Better Proposals
✔ Recommended ★★★★☆
Best for Small Businesses & Start-ups
Our Verdict
Better Proposals has carved out a loyal following by making proposal creation refreshingly simple. Rather than overwhelming users with enterprise functionality, it focuses on helping small businesses produce attractive proposals quickly and professionally.
The templates are modern, the editor is intuitive and electronic signatures are built directly into the workflow. Businesses new to proposal software will appreciate how quickly they can become productive.
Where Better Proposals begins to show its limits is once organisations require deeper collaboration, sophisticated pricing, embedded business applications or advanced document workflows. Compared with QuoteCloud, it feels more like a dedicated proposal application than a complete business document platform.
Strengths
- Very easy to use.
- Professional templates.
- Built-in electronic signatures.
- Affordable.
Limitations
- Limited CPQ capability.
- Basic workflow automation.
- Fewer collaborative document features.
Best For
Small businesses, consultants and start-ups wanting an affordable proposal solution.
The Bottom Line
One of the easiest proposal platforms to adopt, particularly for smaller organisations, although growing businesses may eventually seek broader functionality.
8. HubSpot Quotes
✔ Recommended ★★★★☆
Best for HubSpot CRM Users
Our Verdict
HubSpot Quotes is designed to complement the broader HubSpot CRM platform rather than compete directly with dedicated proposal software.
For businesses already using HubSpot Sales Hub, the ability to generate quotations directly from customer records creates a streamlined workflow with minimal administration.
However, organisations expecting rich proposal design, advanced document applications or sophisticated pricing flexibility may find HubSpot Quotes relatively lightweight. It performs its intended role well but remains primarily a quoting extension rather than a comprehensive proposal platform.
Strengths
- Excellent HubSpot integration.
- Simple workflow.
- Easy for existing HubSpot users.
- Fast deployment.
Limitations
- Basic proposal functionality.
- Limited document flexibility.
- Designed primarily for HubSpot customers.
Best For
Sales teams already managing opportunities inside HubSpot CRM.
The Bottom Line
A logical addition for HubSpot users, although businesses requiring advanced proposal capabilities will likely outgrow it.
9. Zoho Quote
✔ Recommended ★★★★☆
Best for Businesses Using the Zoho Ecosystem
Our Verdict
Like HubSpot Quotes, Zoho Quote delivers its greatest value when used within its own ecosystem. Businesses already using Zoho CRM, Zoho Books and other Zoho applications will appreciate the seamless movement of customer and pricing information.
The software is straightforward, affordable and capable of generating professional quotations without requiring significant training.
Compared with dedicated proposal platforms, however, it offers fewer opportunities to create interactive customer experiences or richly formatted business documents.
Strengths
- Excellent value.
- Strong Zoho integration.
- Easy to use.
- Affordable pricing.
Limitations
- Limited proposal presentation.
- Basic collaboration.
- Few advanced business document features.
Best For
Businesses standardising on the Zoho software ecosystem.
The Bottom Line
A practical and affordable quoting solution for existing Zoho customers, although businesses seeking richer proposal experiences may prefer more specialised platforms.
10. Quotient
✔ Recommended ★★★☆☆
Best for Simple Online Quotations
Our Verdict
Quotient remains one of the simplest products in this comparison, and for many businesses that simplicity is precisely its appeal.
Rather than attempting to become an all-encompassing proposal platform, Quotient concentrates on creating straightforward online quotations that customers can review and accept quickly.
The interface is uncluttered, onboarding is fast and the learning curve is minimal. Smaller organisations wanting to replace manual quotation processes without investing in enterprise software will appreciate this approach.
Its simplicity, however, also defines its limitations. Businesses requiring AI-assisted proposal writing, interactive business documents, embedded applications or sophisticated CPQ workflows will quickly exceed its capabilities.
Strengths
- Very easy to learn.
- Simple customer experience.
- Affordable.
- Quick implementation.
Limitations
- Limited functionality.
- Basic proposal design.
- Minimal advanced workflow capability.
Best For
Small businesses wanting a simple online quoting solution without unnecessary complexity.
The Bottom Line
Quotient succeeds by keeping quoting simple. Businesses needing only straightforward online quotations will appreciate its ease of use, while organisations looking to modernise their entire customer document workflow will find more comprehensive platforms elsewhere in this comparison.
Choosing the Right Platform
By this stage of the comparison, it becomes clear that there is no single "best" sales quoting platform for every organisation. The right choice depends on your existing technology stack, the complexity of your pricing, the importance of proposal design and how central customer documents are to your sales process.
Businesses already invested in Salesforce, HubSpot or Zoho may naturally gravitate towards the products within those ecosystems. Organisations with highly complex pricing models may prioritise enterprise CPQ solutions such as DealHub. Smaller businesses looking for simplicity may find Better Proposals or Quotient perfectly adequate.
However, organisations wanting to replace multiple disconnected applications with a single collaborative environment for proposals, sales quotes, AI-assisted content creation, interactive pricing, workflow and customer approvals will find that QuoteCloud occupies a broader category than traditional proposal software. Rather than specialising in one stage of the sales process, it brings the entire customer document experience together inside a modern Business Document Platform.
Quick Comparison: The Top 10 Sales Quoting Software Platforms
Looking for the right platform? Here's a quick overview of the highest-rated sales quoting and proposal software solutions in our review. Continue reading for our detailed analysis of each product, including strengths, limitations, pricing and ideal use cases.
| Rank | Software | Best For | Overall Rating |
|---|---|---|---|
| #1 | QuoteCloud Editor's Choice | Business Document Platform, Sales Quotes, Proposals & AI | ★★★★★ 9.8 / 10 |
| #2 | PandaDoc | Document Automation & Electronic Signatures | ★★★★☆ 9.2 / 10 |
| #3 | Proposify | Proposal Design & Professional Presentation | ★★★★☆ 8.9 / 10 |
| #4 | Qwilr | Interactive Web-Based Proposals | ★★★★☆ 8.8 / 10 |
| #5 | DealHub | Enterprise CPQ & Complex Pricing | ★★★★☆ 8.7 / 10 |
| #6 | Salesforce Revenue Cloud | Salesforce CRM Organisations | ★★★★☆ 8.5 / 10 |
| #7 | Better Proposals | Small Business Proposal Software | ★★★★☆ 8.4 / 10 |
| #8 | HubSpot Quotes | HubSpot CRM Users | ★★★★☆ 8.2 / 10 |
| #9 | Zoho Quote | Businesses Using the Zoho Ecosystem | ★★★★☆ 8.1 / 10 |
| #10 | Quotient | Simple Online Quotations | ★★★☆☆ 7.9 / 10 |
Talk to the experts at QuoteCloud