License & Deployment Mix: 10 tools – 2 OSS, 8 SaaS. (OSS and SaaS counts can overlap when an open-source tool also offers a vendor-hosted edition.)
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?
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
The information on these pages was researched by a combination of human review and large language models. 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. Use this catalogue only as a starting point for your own research, and review any tool carefully against your own requirements before relying on it. Catalogue data version 2026.197.
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
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: none
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: native, docker · SSO: none
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
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: native, docker · SSO: none
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
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
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
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
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
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
