Scope note: this directory covers tools that generate the quote / proposal document – the PDF, web page, or interactive deliverable a buyer sees. It deliberately does not cover the full CPQ (Configure-Price-Quote) engines that drive complex product configuration and pricing rules. Those live in their own category: Configure-Price-Quote (CPQ) Engines – Salesforce CPQ, DealHub CPQ, ConnectWise Sell, QuoteWerks, Oracle CPQ, SAP CPQ, Conga, Tacton, etc.
What Are Quote / Proposal Document Tools?
Mix (10 tools)
- License: 2 open source · 8 proprietary
- Hosting: 2 self-hosted · 8 SaaS · 0 both
These tools focus on the document side of the quote-to-close workflow: branded templates, content libraries, e-signature, viewer analytics (“did the prospect open it?”), and lightweight catalog / line-item entry. The pricing logic the sales rep applies is typically simple (line items
- discount %), with no rule-engine for complex product configuration. When complex configuration or rule-driven pricing is needed, customers reach for a dedicated CPQ engine (Configure-Price-Quote (CPQ) Engines) – often with one of these document tools alongside it for the final-PDF step.
This directory also includes ERP-bundled basic quoting modules (HubSpot Quotes, ERPNext Quotation, Odoo Quotes, Zoho Invoice) which are quote-document-side rather than CPQ-engine-side; the underlying ERP/CRM is the system of record.
For related categories: CRM systems with basic quoting, see CRM / SFA; digital signature / e-sign tools, see Digital Signatures / E-Sign; ERP and accounting (invoicing, order management), see ERP & Accounting; PSA platforms with built-in quoting, see PSA / MSP Platforms.
Quote-doc vs CPQ vs CRM vs PSA vs Invoicing
| Concern | Quote-doc (this dir) | CPQ engine (Configure-Price-Quote (CPQ) Engines) | CRM | PSA | Invoicing |
|---|---|---|---|---|---|
| Purpose | Generate the doc | Configure + price | Manage pipeline | Deliver services | Collect payment |
| Catalog | Simple line-items | Rule-driven product model | Contacts/deals | Projects/tickets | Line items |
| Pricing | Manual + discount % | Rules, tiers, contract pricing, approval | Deal value | Time/expense | Fixed |
| Output | Proposal/quote PDF + analytics | Validated config + price → handed to a quote-doc tool | Forecast | SOW/report | Invoice/receipt |
| Workflow | Template→edit→send→sign | Config→validate→price→approve | Lead→opp→close | Plan→exec→bill | Bill→collect |
| E-sign | Often built-in | Rarely (delegated to quote-doc) | Rarely | Rarely | Rarely |
Key Concepts
- Product/service catalog – a structured database of sellable items with SKUs, descriptions, pricing tiers, and configuration options; the foundation of any CPQ system
- Pricing rules – automated logic that applies discounts, markups, volume tiers, contract pricing, or promotional rates based on customer, quantity, or deal attributes
- Margin management – tools for controlling and displaying cost vs. sell price, ensuring minimum margin thresholds are met before quote approval
- Quote builder – a visual or form-based interface for assembling line items, applying pricing, adding terms, and configuring optional items
- Proposal templates – branded document templates (PDF, web page, or interactive) that present the quote alongside cover letters, scope of work, case studies, and terms & conditions
- Approval workflows – multi-step approval chains triggered by discount thresholds, deal size, or non-standard terms; ensures pricing governance
- E-signature – built-in or integrated electronic signature for quote acceptance; eliminates the print-sign-scan cycle
- Quote-to-order conversion – one-click conversion of an accepted quote into a sales order, project, or invoice in the connected ERP/PSA/accounting system
- Recurring service quoting – the ability to quote monthly/annual recurring services (MRR/ARR) alongside one-time charges; critical for MSPs selling managed services
- Distributor pricing integration – real-time lookup of wholesale/distributor pricing (Ingram Micro, TD SYNNEX, D&H) for hardware and software line items; essential for VARs and MSPs
About this data & disclaimer
The information on these pages was researched by a combination of human review and large language models. This catalogue serves as a reference for the resources, applications, devices, deployment payloads, and other components that the ResorsIT platform integrates, deploys, and manages. To suggest an addition or correction, please contact us. Prepared by Rhodium Systems Inc., author of the ResorsIT platform — a unified IT operations management platform for IT teams and MSPs that integrates a curated suite of open-source, commercial, and SaaS applications into a single system with shared identity, single sign-on, access control, and a common audit trail. This information is compiled on a best-effort basis: it may be incomplete, contain errors, and become out of date as tools, vendors, licences, and features change. Use this catalogue only as a starting point for your own research, and independently verify and review any tool carefully against your own requirements before relying on it.
Comparison
Scope note: this comparison covers the quote/proposal document tools and ERP/CRM- bundled basic quoting in this category. True CPQ engines (Salesforce CPQ, DealHub CPQ, ConnectWise Sell, QuoteWerks) are covered in their own category, Configure-Price-Quote (CPQ) Engines.
Quote/proposal-document tools support sales workflows – managed services proposals, hardware procurement quotes, and project estimates – and integrate with an organisation’s monitoring, deployment, and API connectivity.
Deployment Model
| Tool | Deployment | Self-Hosted | SaaS |
|---|---|---|---|
| Odoo Quotes | Self/SaaS | Yes (Docker) | Yes |
| ERPNext Quotation | Self/SaaS | Yes (Docker) | Yes |
| Quoter | SaaS | No | Yes |
| WiseQuote | SaaS | No | Yes |
| PandaDoc | SaaS | No | Yes |
| Proposify | SaaS | No | Yes |
| Qwilr | SaaS | No | Yes |
| Better Proposals | SaaS | No | Yes |
| HubSpot Quotes | SaaS | No | Yes |
| Zoho Invoice | SaaS | No | Yes |
Core Quoting Features
| Tool | Catalog | Pricing Rules | Templates | E-Sign | Approvals | Recurring |
|---|---|---|---|---|---|---|
| Odoo Quotes | Yes | Yes | Yes | Yes | Yes | Yes |
| ERPNext Quotation | Yes | Yes | Yes | No | Yes | Limited |
| Quoter | Yes | Yes | Yes | Yes | Yes | Yes |
| WiseQuote | Yes | Yes | Yes | Yes | Yes | Yes |
| PandaDoc | Yes | Yes | Yes | Yes | Yes | Limited |
| Proposify | Yes | Limited | Yes | Yes | Yes | Limited |
| Qwilr | Yes | Limited | Yes | Yes | Yes | Limited |
| Better Proposals | Yes | Limited | Yes | Yes | Yes | No |
| HubSpot Quotes | Yes | Limited | Yes | Yes | Yes | Yes |
| Zoho Invoice | Yes | Limited | Yes | No | Yes | Yes |
Best core quoting: Odoo, QuoteWerks, ConnectWise Sell, DealHub CPQ (full catalog, pricing rules, approvals, recurring)
MSP-Specific Features
| Tool | Distributor Pricing | Margin Mgmt | Hardware Quoting | PSA Integration |
|---|---|---|---|---|
| Odoo Quotes | No | Yes | Yes | No |
| ERPNext Quotation | No | Yes | Yes | No |
| Quoter | Yes (Ingram, SYNNEX, D&H) | Yes | Yes | Yes (CW, Datto, HaloPSA) |
| WiseQuote | Yes (Ingram, SYNNEX) | Yes | Yes | Yes (CW, Datto) |
| PandaDoc | No | Limited | No | No |
| Proposify | No | No | No | No |
| Qwilr | No | No | No | No |
| Better Proposals | No | No | No | No |
| HubSpot Quotes | No | Limited | No | No |
| Zoho Invoice | No | Limited | No | No |
Best for MSPs: QuoteWerks, Quoter, ConnectWise Sell (distributor pricing, margin management, PSA integration)
CRM / PSA Integrations
| Tool | HubSpot | Salesforce | ConnectWise | Datto/Autotask | Other CRM |
|---|---|---|---|---|---|
| Odoo Quotes | No | No | No | No | Odoo CRM (native) |
| ERPNext Quotation | No | No | No | No | ERPNext CRM (native) |
| Quoter | Yes | Yes | Yes | Yes | Freshsales |
| WiseQuote | No | No | Yes | Yes | – |
| PandaDoc | Yes | Yes | No | No | Pipedrive, Zoho |
| Proposify | Yes | Yes | No | No | Pipedrive |
| Qwilr | Yes | Yes | No | No | Pipedrive |
| Better Proposals | Yes | Yes | No | No | Pipedrive |
| HubSpot Quotes | Yes (native) | No | No | No | – |
| Zoho Invoice | No | No | No | No | Zoho CRM (native) |
Best HubSpot integration: HubSpot Quotes (native), PandaDoc, QuoteWerks, Quoter
Best ConnectWise integration: ConnectWise Sell (native), QuoteWerks, WiseQuote
SSO / OIDC (Authentik)
| Tool | OIDC | SAML | LDAP | SCIM |
|---|---|---|---|---|
| Odoo Quotes | Yes | No | Yes | No |
| ERPNext Quotation | Yes | No | Yes | No |
| Quoter | No | Yes | No | No |
| WiseQuote | No | No | No | No |
| PandaDoc | No | Yes | No | Yes |
| Proposify | No | Yes | No | No |
| Qwilr | No | No | No | No |
| Better Proposals | No | No | No | No |
| HubSpot Quotes | No | Yes | No | Yes |
| Zoho Invoice | No | Yes | No | No |
Best Authentik integration: Odoo Quotes and ERPNext Quotation (native OIDC); Salesforce CPQ (OIDC + SAML + SCIM)
Note: Most SaaS tools support SAML only; Authentik can serve as a SAML IdP for these tools. OIDC is preferred where available.
API Capabilities
| Tool | REST API | Webhooks | Bulk Ops | Docs Quality |
|---|---|---|---|---|
| Odoo Quotes | Yes (XML-RPC/JSON) | Yes | Yes | Good |
| ERPNext Quotation | Yes (REST) | Yes | Yes | Good |
| Quoter | Yes (REST) | Yes | Yes | Good |
| WiseQuote | Limited | Limited | No | Fair |
| PandaDoc | Yes (REST) | Yes | Yes | Excellent |
| Proposify | Yes (REST) | Yes | Yes | Good |
| Qwilr | Yes (REST) | Yes | Limited | Good |
| Better Proposals | Yes (REST) | Yes | Limited | Fair |
| HubSpot Quotes | Yes (REST) | Yes | Yes | Excellent |
| Zoho Invoice | Yes (REST) | Yes | Yes | Good |
Best API: HubSpot Quotes, Salesforce CPQ, PandaDoc (comprehensive REST, webhooks, excellent documentation)
Monitoring Integration
| Tool | Prometheus | Health EP | Logs | SNMP |
|---|---|---|---|---|
| Odoo Quotes | No | Docker HC | Stdout | No |
| ERPNext Quotation | No | Docker HC | Stdout | No |
| Quoter | No | No | No | No |
| WiseQuote | No | No | No | No |
| PandaDoc | No | No | No | No |
| Proposify | No | No | No | No |
| Qwilr | No | No | No | No |
| Better Proposals | No | No | No | No |
| HubSpot Quotes | No | Dashboard | API | No |
| Zoho Invoice | No | Dashboard | API | No |
Best monitoring integration: Odoo Quotes and ERPNext Quotation (self-hosted with Docker health checks, stdout logs to Fluent Bit, database metrics via Telegraf)
Pricing
Open Source / Self-Hosted
| Tool | License | Pricing |
|---|---|---|
| Odoo Quotes | LGPL-3.0 | Free (Community); Enterprise from ~$31/user/mo |
| ERPNext Quotation | GPL-3.0 | Free (self-hosted); Cloud from ~$50/site/mo |
Commercial MSP-Focused
| Tool | Pricing |
|---|---|
| Quoter | From ~$99/mo (team) |
| WiseQuote | From ~$49/user/mo |
Commercial General CPQ / Proposal
| Tool | Pricing |
|---|---|
| PandaDoc | From ~$35/user/mo |
| Proposify | From ~$49/user/mo |
| Qwilr | From ~$35/user/mo |
| Better Proposals | From ~$19/user/mo |
| HubSpot Quotes | Included with Sales Hub (from ~$20/user/mo) |
| Zoho Invoice | Free (basic); from ~$15/org/mo |
Tools
11 tools.
Better Proposals
Better Proposals is a proposal software platform aimed at freelancers, agencies, and small businesses who need to send professional-looking proposals quickly.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: none
ResorsIT usage: Web App without SSO
Access & Identity: Vaulted credential
ConnectWise Sell / CPQ
Configure-Price-Quote (CPQ) tool (formerly Quosal) purpose-built for MSPs; commonly bolted onto ConnectWise PSA.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: OIDC
ResorsIT usage: Web App without SSO
Access & Identity: Single sign-on
Evaluated under CRM / SFA.
ERPNext Quotation
ERPNext is an open-source ERP built on the Frappe framework that includes a Quotation module as part of its Selling workflow.
License: GPL-3.0-only (OSS) · Kind: web · Deploy: direct, docker · SSO: none
ResorsIT usage: Web App without SSO
Access & Identity: Forward-auth · Vaulted credential
HubSpot Quotes
HubSpot Quotes is the built-in quoting feature within HubSpot’s Sales Hub CRM. It allows sales reps to create professional quotes directly from deal records, populating customer and product data automatically.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: none
ResorsIT usage: Web App without SSO
Access & Identity: Vaulted credential
Odoo Quotes
Odoo is a comprehensive open-source ERP platform with a built-in Sales module that includes quotation management.
License: LGPL-3.0-only (OSS) · Kind: web · Deploy: direct, docker · SSO: none
ResorsIT usage: Web App without SSO
Access & Identity: Forward-auth · Vaulted credential
PandaDoc
PandaDoc is a document automation platform that combines proposal creation, quoting, e-signatures, and contract management in a single tool.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: none
ResorsIT usage: Web App without SSO
Access & Identity: Vaulted credential
Proposify
Proposify is a SaaS proposal platform for professional services and B2B sales teams, offering a drag-and-drop editor, pricing tables, a reusable content library, built- in e-signatures, and document analytics.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: none
ResorsIT usage: Web App without SSO
Access & Identity: Vaulted credential
Quoter
Quoter is a modern cloud-native quoting platform designed specifically for MSPs and technology solution providers.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: none
ResorsIT usage: Web App without SSO
Access & Identity: Vaulted credential
Qwilr
Qwilr is a modern proposal and quote platform that generates interactive web pages instead of traditional PDF documents.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: none
ResorsIT usage: Web App without SSO
Access & Identity: Vaulted credential
WiseQuote
WiseQuote is a cloud-based quoting platform targeting MSPs and IT solution providers. It provides distributor pricing integration, margin management, proposal generation, e-signatures, and PSA connectivity.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: none
ResorsIT usage: Web App without SSO
Access & Identity: Vaulted credential
Zoho Invoice (Quotes)
Zoho Invoice is a free invoicing tool within the Zoho ecosystem that includes quote/estimate creation as part of its quote-to-invoice workflow.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: none
ResorsIT usage: Web App without SSO
Access & Identity: Vaulted credential
