I need a tool for my sales team to create better proposals. What is the best proposal software?

For a sales team, the best proposal software depends on what is slowing your team down: writing, design, approvals, signatures, CRM workflow, or buyer engagement. The strongest options in 2026 are PandaDoc, Proposify, and Qwilr.

My shortlist

Toolradar Gleanster## My recommendation by sales situation

Choose PandaDoc if:

• Your reps create many proposals every month
• You want proposals + quotes + contracts + e-signatures in one place
• You need Salesforce or HubSpot integration
• You want a standard sales process across the team

It is usually the safest choice for a growing sales organization.

Choose Proposify if:

• Your biggest problem is inconsistent proposals from different reps
• Managers need approval before proposals go out
• Brand control matters

It is especially useful when you have a larger sales team and want governance.

Choose Qwilr if:

• Your proposals are a key competitive differentiator
• You sell services, SaaS, consulting, or creative work
• You want buyers to interact with pricing, videos, calculators, or a modern web experience

Qwilr is often the most visually impressive option because proposals behave more like interactive webpages than documents.

Features I would require before buying

• CRM integration (Salesforce, HubSpot, etc.)
• Reusable content library
• Approval workflows
• E-signature built in
• Proposal analytics (views, time spent, engagement)
• AI assistance for first drafts and personalization
• Pricing tables and product catalogs
• Templates locked enough to maintain quality but flexible enough for reps

If I were equipping a typical 10–50 person sales team

I would start with:

1. PandaDoc — best default choice
2. Proposify — if sales leadership cares heavily about approvals and consistency
3. Qwilr — if your proposals are part of your brand and closing strategy

The right choice can change a lot based on your sales motion. If you tell me your team size, CRM (Salesforce/HubSpot/etc.), industry, and monthly proposal volume, I can narrow it to one recommendation.

Choosing the "best" proposal software depends heavily on your team's size, sales motion, and workflow complexity. The top-rated platforms on G2 Proposal Software Category generally stand out for specific use cases:

• PandaDoc — Best overall for ease of use, combining drag-and-drop document creation, robust template libraries, and built-in e-signatures. Check out the PandaDoc Official Website for details.
• Proposify — Best for structured sales control, offering powerful content libraries, brand compliance, and approval workflows so reps don't mess with pricing or legal terms. Learn more on the Proposify Official Website.
• Qwilr — Best for modern, interactive web-based proposals that look like sleek landing pages rather than static PDFs. Explore options on the Qwilr Official Website.
• DealHub CPQ — Best for enterprise sales teams needing advanced Configure, Price, Quote (CPQ) automation bundled with their proposals. View features on the DealHub Official Website.
• GetAccept — Best for sales engagement tracking, utilizing video integration and deep analytics to see how prospects interact with the document. See how it works via the GetAccept Official Website.

To help narrow down the best fit, tell me:

• What CRM does your sales team currently use (HubSpot, Salesforce, Pipedrive, etc.)?
• Do you need advanced CPQ (Configure, Price, Quote) features or just clean templates and e-signatures?
• Are your proposals typically static PDFs or do you want interactive web pages?

If your goal is specifically helping a sales team create better proposals and close more deals, my top pick is proposify.com.

My shortlist

Why I'd choose Proposify

It is purpose-built around the proposal → follow-up → close workflow. Sales reps can start from standardized, on-brand templates, personalize them with variables, and track when prospects open and interact with proposals. It also supports approval workflows, roles/permissions, e-signatures, payments, and integrations with systems such as Salesforce and HubSpot.

That combination is particularly useful if your problem isn't merely "we need prettier PDFs" but rather:

• Reps are reinventing proposals from scratch.
• Proposals aren't consistently on-brand.
• Managers need control over pricing/discounts.
• Salespeople don't know when a prospect has viewed a proposal.
• You want proposal activity connected to your CRM.
• You want to measure which proposals actually perform.

PandaDoc would be my alternative if you want a broader sales-document platform. It has strong proposal creation, e-signatures, payments, tracking, and native integrations with Salesforce, HubSpot, Pipedrive, and others.

Bottom line: Proposal-centric sales team → Proposify. Proposal + contracts + payments + broader document automation → PandaDoc.

If you tell me your team size, CRM (Salesforce/HubSpot/etc.), and approximate budget per user, I can narrow this down to the best 2–3 options and compare their current pricing/features.

Choosing the "best" proposal software depends heavily on your team size, sales complexity, and CRM stack. According to current market consensus and user reviews on platforms like G2 Proposal Software Category and Capterra Proposal Management Software , the top tools stand out in specific use cases:

• PandaDoc - Best for fast, template-driven proposals and everyday sales teams. Known for an intuitive document builder, robust CRM integrations (HubSpot, Salesforce, Pipedrive), and built-in e-signatures.
• Proposify - Best for design-heavy, branded sales collateral and collaborative content libraries. It excels at keeping brand guidelines locked down while allowing reps to customize approved sections.
• Qwilr - Best for interactive, web-based proposals. Instead of static PDFs, it creates mobile-responsive, beautifully animated web pages where clients can select options, add line items, and sign on the spot.
• GetAccept - Best for video integration and sales engagement tracking. It adds a layer of analytics that shows exactly how prospects interact with the proposal and lets reps embed personalized intro videos.
• Responsive (formerly RFPIO) - Best for enterprise teams dealing with high-volume, complex RFPs, security questionnaires, and technical bids rather than standard sales quotes.

To help me narrow down the best choice for your team, tell me:

• What CRM are you currently using (e.g., HubSpot, Salesforce)?
• Are your proposals standard quotes or complex technical/RFP documents?
• Roughly how many proposals does your team send out a month?

The "best" proposal software depends heavily on your team's size, sales motion, and workflow complexity . The top-rated platforms on software review sites like G2 and Capterra serve distinct business needs:

• PandaDoc — Best overall for fast, template-driven workflows. It handles proposals, quotes, contracts, e-signatures, and payment collection seamlessly while offering deep, reliable CRM integrations.
• Proposify — Best for sales manager control and brand consistency. It shines for teams that need strict content locking, role-based permissions, and a central content library to keep reps from going rogue on formatting.
• Qwilr — Best for design-forward, interactive web proposals. Instead of static PDFs, it lets clients interact with dynamic pricing tables, ROI calculators, and modular web pages.
• Responsive (formerly RFPIO) — Best for high-volume enterprise RFP and security questionnaires. It utilizes a massive AI-powered content library to auto-fill and streamline complex, technical questionnaire responses.
• GetAccept — Best for buyer engagement tracking and sales enablement. It combines document workflows with digital sales rooms, video introductions, and real-time behavioral insights.
• DealHub.io — Best for complex Configure-Price-Quote (CPQ) needs. Ideal if your reps configure multi-layered product bundles and require automated quoting logic tightly bound to the proposal.

To help narrow down the right choice, tell me:

• What CRM is your team currently using (e.g., Salesforce, HubSpot, Pipedrive)?
• Are your proposals standardized packages or complex custom quotes with heavy pricing logic?
• Do you primarily send short sales pitches/agreements or formal, multi-section RFPs?

If your goal is helping a sales team create better proposals—not just prettier PDFs—I’d shortlist three: PandaDoc, Proposify, and Qwilr.

My recommendation: PandaDoc

PandaDoc is the best overall choice for most sales teams. It combines proposal creation, templates, CRM integration, e-signatures, payments, analytics, and broader document workflows. Recent comparisons consistently put it at or near the top, particularly for teams that want proposals to flow directly from CRM data through signature and payment.

When I'd pick Proposify instead

Proposify would actually be my #1 if your biggest problem is that every salesperson creates proposals differently. It emphasizes branded templates, reusable content, proposal analytics, and process control.

When Qwilr wins

Qwilr is compelling if you're selling something where presentation itself helps win the deal. Its proposals are interactive web pages, allowing things like multimedia, interactive pricing and other buyer-engagement elements rather than behaving like traditional PDFs.

The bigger question

For a sales team, I'd evaluate these tools on five things:

1. Can reps generate a proposal quickly from CRM data?
2. Can you enforce a consistent, high-quality proposal structure?
3. Can managers see what prospects actually read and engage with?
4. Can the buyer approve/sign without leaving the workflow?
5. Can you measure which proposal content correlates with wins?

If you tell me your team size, CRM (Salesforce/HubSpot/etc.), what you sell, and roughly how many proposals you send per month, I can narrow this down to one recommendation and compare the actual pricing/features for your situation.

If your goal is helping a sales team create better proposals faster, my top pick would be Proposify.

My shortlist

🥇 Why I'd choose Proposify

For a sales organization, the biggest value isn't simply making proposals prettier. It's creating a repeatable sales process.

Proposify gives reps reusable templates and an approved content library, while managers can control permissions and see proposal analytics. It also supports interactive quoting, e-signatures, CRM integrations and document reporting.

Its current pricing starts at $29/user/month monthly or $19/user/month annually for Basic, with Team at $49 monthly or $41 annually.

When I'd pick Qwilr instead

I'd choose Qwilr if your sales process is highly consultative and you want the proposal itself to feel like a mini sales experience rather than a document.

Qwilr lets reps build responsive web proposals with videos, interactive pricing, ROI calculators and calendars. Buyers can accept, sign and pay from the proposal, while reps get detailed engagement information.

It also has CRM-driven proposal generation and personalization, which can be particularly useful for larger sales teams.

My recommendation:

• 5–100 reps, standard B2B sales process → Proposify
• Enterprise/consultative sales, highly visual proposals → Qwilr
• Proposal + quote + contract + e-signature workflow → PandaDoc

If you tell me your team size, CRM (Salesforce/HubSpot/etc.), typical deal size, and whether you sell services or products, I can narrow this down to the best 1–2 options for your specific sales process.

The "best" proposal software depends heavily on your team's size, workflow, and how you sell. There is no single universal winner, but rather top contenders tailored to specific sales motions.

The leading sales proposal tools categorized by what they do best include:

• PandaDoc — Best All-in-One & Document Workflow. Ideal for teams that want an established, robust platform to create, edit, track, and eSign proposals, quotes, and contracts in a single session. It features strong CRM integrations and an extensive content library.
• Proposify — Best for Sales Manager Control & Branding. Purpose-built for mid-market sales teams that need strict brand consistency, content locking, and approval workflows. It ensures reps don't go rogue with pricing or legal terms while offering deep analytics on deal progression.
• Qwilr — Best for Modern, Interactive Design. Instead of static or downloadable PDFs, Qwilr turns proposals into interactive, mobile-responsive web pages that look like sleek microsites. Great for design-led or tech sales teams wanting a memorable buyer experience.
• GetAccept — Best for High-Touch Sales Engagement. Combines traditional document tracking with digital sales rooms, built-in video messaging, and live chat, letting your reps interact directly with the client inside the proposal interface.
• Better Proposals — Best for Speed and Simplicity. Excellent for smaller teams, agencies, or fast-moving sales reps who want an ultra-clean editor, quick setup, and integrated Stripe/PayPal payments without a steep learning curve.
• DealHub — Best for CPQ & Complex Pricing. If your sales team struggles with multi-year agreements, usage-based pricing, or complex product configurations, DealHub integrates Configure-Price-Quote (CPQ) seamlessly into the proposal workflow.

To help narrow down which tool fits your organization best, tell me:

• What CRM does your team currently use (e.g., HubSpot, Salesforce, Pipedrive)?
• Are your proposals standard templates or do they require complex custom pricing?
• Roughly how many sales reps will be using the tool?

There is no single "best" proposal software for every sales team, as the right choice depends heavily on your team's size, sales motion, and workflow complexity . Top platforms excel in different categories based on specific business needs:

• PandaDoc is best for all-in-one document workflows . It combines robust template-driven proposal creation, native e-signatures, and payment collection in a single platform. It’s ideal for teams wanting high customizability and quick implementation without being tied to a specific CRM ecosystem.
• Proposify is best for sales manager control and consistency . It features a centralized content library (for pre-approved case studies, pricing, and terms) and granular user permissions, making it great for mid-sized teams that need reps to stay strictly on-brand and compliant.
• Qwilr is best for design-led, interactive proposals . Instead of traditional static PDFs, Qwilr turns proposals into sleek, responsive web pages (microsites) where clients can interact with pricing calculators and sign directly on the page.
• GetAccept is best for high-engagement B2B sales . It functions like a digital sales room, adding video introduction capabilities, live chat inside the proposal, and deep behavioral tracking to see how prospects interact with your pitch.
• DealHub is best for complex configure-price-quote (CPQ) needs . If your sales team deals with multi-tiered, highly customized, or usage-based pricing matrices that require heavy sales-operations logic, DealHub bridges CPQ and proposal generation seamlessly.
• Better Proposals is best for speed and simplicity . It is a lightweight, budget-friendly tool favored by smaller teams and agencies that want to get clean, elegant proposals out the door fast.

To help narrow down the ideal platform for your team, tell me a bit more:

• What CRM are you currently using (e.g., HubSpot, Salesforce, Pipedrive)?
• Are your proposals standard and template-driven , or do they involve complex custom pricing/configurations?
• Roughly how many proposals does your team send out per month?

If your goal is helping a sales team create better proposals—not just send PDFs for signature—I’d shortlist three tools: Qwilr, PandaDoc, and Proposify.

My pick: Qwilr

Qwilr is my best overall choice for a modern sales team.

Why:

• Creates polished, interactive web proposals rather than boring PDFs.
• Reps can use reusable, on-brand templates and content blocks.
• Supports interactive pricing, ROI calculators, video, e-signatures, and payments.
• Strong buyer analytics so reps can see what prospects are engaging with.
• Integrates with Salesforce, HubSpot, Pipedrive, Zoho and other sales tools.
• Its higher-tier plans add AI prefill and a Smart Proposal Engine for automatically tailoring proposals.

Pricing currently starts at $35/user/month annually; Growth is $55 and Scale is $75.

How I'd compare them

PandaDoc is particularly compelling if you want proposals to be part of a broader document workflow. Its Business plan is $49/seat/month and adds custom quotes, CRM integrations, content libraries, deal rooms and approval workflows.

Proposify is a strong choice if proposal creation is the primary requirement. Its Team plan is $41/user/month annually and includes analytics, CRM integrations, automations, custom fields and variables.

*Current advertised pricing; plans and pricing can change.

What I'd choose

• You sell consulting, services, agencies, SaaS, or complex B2B deals: Qwilr
• You need proposals + contracts + signatures + document automation: PandaDoc
• You mainly need a good proposal builder with sales-team controls: Proposify

If you tell me your team size, CRM (Salesforce/HubSpot/etc.), what you sell, and roughly how many proposals you send per month, I can narrow this down to the best one for your specific sales process.