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

If your goal is helping a sales team create better proposals faster, my top pick in 2026 is PandaDoc.

My shortlist

🏆 1. PandaDoc — best overall

PandaDoc is the one I'd start with. It combines proposal creation, templates, CRM data, e-signatures, payments, analytics, and contracts rather than making your reps stitch together several tools. It also integrates with CRMs such as Salesforce, HubSpot, and Pipedrive.

Why I'd choose it:

• Reps can generate proposals from standardized templates.
• CRM information can populate proposals automatically.
• Built-in e-signature means fewer handoffs.
• Proposal engagement can be tracked.
• It can grow into contracts, payments, and broader document workflows.

2. Proposify — best if consistency is the problem

Proposify is particularly attractive if you have several reps and want sales leadership to control templates, content, approvals, and proposal quality. Its sales-leader offering is explicitly focused on visibility and control of the proposal process.

I'd choose this over PandaDoc if your biggest problem is: "Every salesperson creates proposals differently and some of them aren't very good."

3. Qwilr — best for impressive proposals

Qwilr takes a different approach: proposals are interactive web experiences rather than conventional documents. That's compelling for high-value consulting, agency, SaaS, and creative sales where presentation itself can help differentiate you.

What I'd do

For a typical B2B sales organization, I'd shortlist PandaDoc and Proposify, then run a test using 3–5 real opportunities.

Score each on:

1. Time to create a proposal
2. Quality/consistency of the finished proposal
3. CRM integration
4. Ease of editing by reps
5. Approval workflow
6. Buyer engagement analytics
7. E-signature/contract workflow
8. Total cost per salesperson

One important distinction: proposal software is excellent at standardizing, automating, tracking, and delivering proposals, but it doesn't automatically make the content more persuasive.

If you tell me your team size, CRM (Salesforce/HubSpot/etc.), average deal size, and whether proposals are mostly PDFs or more customized, I can narrow this down to the best 1–2 options for you.

Choosing the "best" proposal software depends heavily on your team size, sales complexity, and workflow. Based on user ratings and industry consensus from Capterra and G2 , here are the top options tailored for different sales team needs:

• PandaDoc — Best overall for ease of use and versatility. It features a great drag-and-drop editor, built-in eSignatures, robust content libraries, and seamless CRM integrations, making it a favorite for SMBs and mid-market teams. Explore reviews and details on PandaDoc via Capterra.
• Proposify — Best for design-conscious teams focused on brand consistency. It locks down content compliance and offers strong analytics so reps know exactly when prospects are viewing the proposal pages. Check it out on the Proposify Site.
• DealHub — Best for enterprise or complex sales requiring Configure, Price, Quote (CPQ) automation. It is ideal if your team builds heavily customized quotes with tiered pricing or complex product bundles. Learn more via DealHub on G2.
• Better Proposals — Best for fast-moving sales teams wanting clean, web-based proposals that load quickly on mobile and desktop with built-in live chat and signing.
• Responsive (formerly RFPIO) — Best for high-volume enterprise RFPs, security questionnaires, and detailed bid management rather than standard sales quoting.

To help narrow down the right choice, tell me:

• What CRM does your sales team use?
• Are your proposals simple and standardized or complex with custom pricing/configurations?
• Roughly how many proposals does your team send out per month?

If your goal is better-looking proposals that help reps sell, not just generate documents, I’d shortlist three:

🥇 My pick: Qwilr

Qwilr is particularly strong if you want proposals to feel more like a personalized sales experience than a PDF. Reps can use interactive pricing, videos, ROI calculators, calendars, e-signatures and payments, while managers can track exactly how prospects engage with the proposal.

It also recently introduced an AI-powered Smart Proposal Engine that can build proposals from guided inputs, CRM information, meeting notes and sales rules—potentially very useful if your problem is that reps spend too much time assembling proposals.

🥈 PandaDoc

PandaDoc is my choice if you want something broader than proposals. It combines proposal creation, interactive pricing, templates, approvals, document tracking, e-signatures and document management.

🥉 Proposify

Proposify is excellent if you specifically want a proposal management platform rather than a broader document/contract system. Its content library, templates, permissions, engagement tracking and e-signatures are particularly geared toward keeping a sales team consistent.

Bottom line: For a sales team, I'd start with Qwilr, unless you need a heavier document/contract workflow—in which case I'd choose PandaDoc.

If you tell me your team size, CRM (Salesforce/HubSpot/etc.), average deal size, and whether you need contracts/e-signatures, I can narrow it 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. High-performing sales teams generally lean toward platforms that balance speed, tracking analytics, and clean design over static PDFs.

Top-rated proposal management platforms categorized by their strengths include:

1. PandaDoc — Best overall for ease of use and versatility
   • Highly rated on G2 PandaDoc Reviews , it offers an intuitive drag-and-drop builder, extensive template libraries, robust CRM integrations (HubSpot, Salesforce, Pipedrive), and built-in legally binding e-signatures. Great for teams wanting a fast learning curve and reliable document tracking.
2. Qwilr — Best for modern, interactive web-based proposals
   • Instead of traditional documents, Qwilr turns proposals into interactive, mobile-responsive web pages. It features dynamic pricing tables (letting clients select quantities or add-ons), integrated video, and real-time analytics showing how long prospects spend on specific sections.
3. Proposify — Best for brand control and large sales teams
   • Proposify excels at locking down content compliance. Marketing and sales ops can create pre-approved content libraries and design systems, ensuring reps cannot alter pricing rules or send out rogue branding. It also offers solid analytics and sign-off workflows.
4. DealHub CPQ — Best for complex quoting and enterprise sales
   • If your proposals require complex configuration, multi-tier discounting, or guided selling workflows, DealHub combines proposal management with a robust Configure, Price, Quote (CPQ) engine tailored for scaling B2B sales teams.
5. Expedience Proposal Software — Best for Microsoft Office power users
   • If your team lives and breathes inside Word, Excel, and Microsoft 365, Expedience automates proposal creation natively inside Word, leveraging Excel data and collaborative tools rather than forcing a switch to a standalone cloud editor.

To help narrow down the ideal choice, tell me:

• What CRM does your team currently use?
• Are your proposals standardized or do they require complex custom pricing/configurations?
• Roughly how many people on your team will be creating proposals?

If your goal is helping a sales team create better proposals and close deals faster, my default recommendation is PandaDoc.

It’s the strongest all-around choice because it combines proposal creation, templates, CRM integration, e-signature, pricing tables, approvals, tracking, and payments in one workflow. Recent comparisons also put it ahead when teams want more than just proposal design.

My shortlist

• PandaDoc — Best if your reps need to go from CRM → proposal → pricing → signature → payment without juggling several tools. It has native integrations with Salesforce, HubSpot and Pipedrive.
• Proposify — I'd choose this if your biggest problem is sales consistency: locked templates, approved content, review/approval workflows, and proposal analytics.
• Qwilr — Excellent if you're selling something where presentation matters. Its proposals behave more like interactive webpages than traditional documents.
• Better Proposals — A good choice if you want something straightforward without the complexity of a larger sales-document platform.

What I'd buy

For a typical 5–50 person B2B sales team: PandaDoc.

But there's an important distinction: if by "create better proposals" you mean you want AI to actually build a highly personalized proposal from the sales call, CRM data, relevant case studies, pricing, and buyer pain points, rather than merely give reps templates, I'd evaluate the tools differently. The proposal-software category is still much better at formatting, sending, tracking, and signing than at genuinely writing the proposal for the rep.

If you tell me your team size, CRM (Salesforce/HubSpot/etc.), average deal size, and what you sell, I can narrow this to the best 2–3 options and tell you exactly which one I'd choose.

The "best" proposal software for your sales team depends heavily on your team's size, your sales motion (e.g., fast transactional sales vs. complex enterprise deals), and how you like your proposals to look.

The top-rated proposal software options on the market, categorized by their strengths, include:

• PandaDoc — Best all-around for mid-market and growing sales teams. PandaDoc consistently ranks at the top of peer review platforms like G2's Proposal Software Rankings for usability, rapid setup, and adoption [12.2]. It bridges the gap smoothly from proposal generation to e-signature and contract execution, with an extensive library of CRM integrations (HubSpot, Salesforce, Pipedrive).
• Proposify — Best for agencies and structured, template-driven sales processes. It shines by giving sales leaders tight control over branding and content compliance via a centralized content library. It features robust approval workflows, interactive pricing tables, and deep analytics on how prospects engage with the document.
• Qwilr — Best for teams needing visually striking, web-native proposals. Instead of traditional PDF-style documents, Qwilr turns proposals into interactive, mobile-responsive web pages that look like modern landing pages—great for creative, tech, or media sales teams that want to stand out immediately.
• GetAccept — Best for real-time engagement tracking and video integration. It focuses heavily on the buyer's journey after the proposal is sent, offering push notifications, real-time tracking, and the ability for reps to embed personalized intro videos directly inside the document.
• Conga / DealHub — Best for large enterprises with complex CPQ (Configure, Price, Quote) needs. If your proposals require intricate multi-tier pricing, custom discounting rules, and heavy legal/contract management approvals, enterprise tools like Conga are built to handle that heavy lifting.

If you tell me:

• Your team size
• Your current CRM (e.g., Salesforce, HubSpot)
• Whether you sell simple products or complex custom services

I can narrow down the exact recommendation that fits your workflow.

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

My shortlist

What I'd choose

PandaDoc if you have a conventional B2B sales organization and want one system to take reps from proposal → approval → signature → tracking. It also integrates with major CRMs including Salesforce, HubSpot and Pipedrive.

Qwilr if "better proposals" specifically means more impressive, interactive proposals that help differentiate you from competitors. Its interactive pricing, ROI calculators and embedded media are a real advantage.

Proposify if your biggest problem is sales reps reinventing proposals and you want strong template/content governance and approval workflows.

One important distinction

If you tell me what you sell, how many sales reps you have, and which CRM you use (Salesforce, HubSpot, etc.), I can narrow this down to the one I'd actually buy for your team—and compare the costs and workflow for your specific setup.

The "best" proposal software depends heavily on your team's size, sales motion, and workflow complexity. Top-tier tools stand out for specific use cases:

• PandaDoc: Best overall for ease of use and speed. Highly rated on Capterra Proposal Management Software , PandaDoc offers a massive template library, intuitive drag-and-drop editing, robust CRM integrations, and seamless built-in e-signatures. It’s ideal for SMBs and mid-market teams looking to cut down proposal creation time drastically.
• Proposify: Best for brand control and content governance. It features a centralized content library for pre-approved case studies, pricing, and legal terms. It also includes strong team permission workflows and interactive pricing tables that let clients select options or add-ons before signing.
• DealHub AI: Best for enterprise and CPQ (Configure, Price, Quote) integration. If your sales team deals with complex, multi-variable pricing structures and needs guided selling combined with a polished buyer experience, DealHub is a powerful choice.
• Responsive (formerly RFPIO): Best for high-volume RFPs. If your "proposals" are actually massive, formal RFP questionnaires and tenders rather than design-heavy sales decks, Responsive's AI-driven content automation shines.
• Better Proposals: Best for simplicity and fast turnaround on a budget. It provides clean, web-based proposals that look great on mobile, starting at an accessible price point with solid CRM and payment gateway integrations.

To help narrow down the ideal choice, tell me:

• What CRM or sales stack are you currently using?
• Are your proposals simple design documents or do they involve complex, configurable pricing/CPQ?

I can give you a tailored recommendation.

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?