Choosing the right quoting or CRM software comes down to one question: what does your sales process actually look like day to day? Are you sending a high volume of quotes and struggling to track follow-up? Or do you need to manage a complex pipeline of leads and proposals? The answer matters because most tools are built for one job, not both.
Using PandaDoc for proposals and Salesforce for your CRM is a common setup — and a common source of friction. Data lives in two places, follow-up falls through the cracks, and your team spends time on admin instead of selling.
The nine tools below each take a different approach. Some are pure CRMs, some are proposal builders, and some try to cover the full quote-to-cash workflow. Here is what each one does well, what it costs, and who it is best for.
1. Osmos
Osmos is a CRM and quoting platform built for B2B teams that send a high volume of quotes. The core idea is that every quote request gets a response — the platform is designed so nothing slips through.
The standout feature is the eQuote, an interactive quote-request form that replaces the static contact form on your site. It looks like an e-commerce experience but is purpose-built for B2B quoting. Once a request comes in, follow-up is automated.
Top 5 Features
- eQuote intake form with automated follow-up
- Built-in CRM with quoting capabilities
- 1-click quote-to-invoice conversion
- Payment tracking
- Service and inventory management
Best For
Businesses that create and send a high volume of sales quotes and need a single place to manage, send, and follow up on every one of them.
Price
Free to paid plans starting at $30 USD/month (3 users included). 30-day free trial.
Takeaway
If you only need to create polished PDF proposals occasionally, Osmos is not the right fit. If you need to automate quoting, track follow-up, convert quotes to invoices, collect payments, and manage leads — all without stitching together separate tools — it is one of the strongest options on this list.
2. Salesforce
Salesforce is the dominant CRM for larger organizations and has been for over two decades. It excels at managing leads, logging interactions, and giving sales managers visibility into pipeline activity.
Top 5 Features
- Lead management
- Prospecting tools
- Pipeline management
- Task and calendar management
- Detailed customer and sales records
Best For
Businesses that need a reliable, deeply customizable CRM to manage prospects and sales activities at scale.
Price
Plans start at $25 USD/month per user. 14-day free trial.
Takeaway
Salesforce is the market leader for good reason, but it is built for managing relationships, not generating quotes. If automating the quoting process is your primary goal, you will need to add a separate CPQ tool on top. For small businesses, more affordable CRMs exist.
3. Zigaflow (formerly QuickFlw)
Zigaflow is a professional services automation (PSA) platform designed for contractors. It combines CRM, quoting, invoicing, purchase orders, and job management in a single system.
Top 5 Features
- Built-in CRM
- Job management
- Client communication tools
- Job status tracking
- Quote customization
Best For
Contractors and professional services firms that need to manage jobs and projects alongside quotes and client relationships.
Price
Plans start at £39 GBP/month per user, plus a one-time kickstart fee of £250 GBP. No free trial.
Takeaway
If you run a contracting or professional services business and need to manage the full job lifecycle — from quote to completion — Zigaflow covers a lot of ground in one place.
4. QuoteWerks
QuoteWerks is a CPQ (configure, price, quote) tool that bridges the gap between your CRM and your invoicing software. It has been around since 1993 and has a strong base of loyal users, particularly in industries with complex product configurations.
Top 5 Features
- Branded quotes and proposals
- Integrations with CRM and invoicing software
- Error reduction on complex quotes
- Pricing management
- Automated pricing and cost calculations
Best For
Companies that already use a CRM and accounting software and need a dedicated CPQ layer to connect them.
Price
Plans start at $15 USD/month per user. Free trial available.
Takeaway
QuoteWerks works best as a middle layer in an existing software stack. It is not a standalone CRM or invoicing tool, but if you need precise, configurable quoting that feeds into your existing systems, it is a proven option.
5. Qwilr
Qwilr replaces static PDF proposals with web-based documents that clients open in a browser. Proposals are built using flexible content blocks and include analytics so you can see when a prospect has viewed what you sent.
Top 5 Features
- Intuitive block-based template design
- Interactive pricing with upsell options
- CRM and accounting integrations
- Multiple sharing options
- Proposal and sales analytics
Best For
Businesses where proposals are a key part of the sales process and design quality matters — agencies, consultants, and service firms.
Price
Plans start at $75 USD/month for 3 users. 14-day free trial.
Takeaway
Qwilr produces polished, modern-looking proposals. It does require a separate CRM integration to pull in client data, and invoicing requires another tool. It is a proposal-first platform, not a quoting or CRM platform.
6. PandaDoc
PandaDoc is one of the most widely used document automation tools for sales teams. It handles proposal creation, e-signatures, contract approvals, and basic quoting — all from a template-driven workflow.
Top 5 Features
- Content and image library
- CRM integrations
- Document analytics
- E-signature and approvals
- Document themes and branding
Best For
Businesses that need to create proposals with embedded quoting and contract functionality.
Price
Plans start at $29 USD/month per user. 14-day free trial.
Takeaway
PandaDoc treats every document like a deal stage — draft, sent, viewed, signed, paid. It covers a lot of ground, but quoting is a secondary feature. If high-volume quoting is your main workflow, you will likely outgrow it.
7. Bitrix24
Bitrix24 is an all-in-one business platform that combines CRM, project management, team communication, email marketing, and more. It includes quote and order functionality within its CRM module.
Top 5 Features
- Task automation
- CRM document builder
- Integrated webmail
- Contact center tools
- Online store builder
Best For
Businesses that want to consolidate team collaboration, communication, and CRM into a single platform.
Price
Free to paid plans starting at $49 USD/month (5 users included). 15-day free trial.
Takeaway
Bitrix24 is ambitious in scope. That breadth can be an advantage if you want one platform for everything, but it can also make the tool harder to learn and configure. Quoting is one of many features, not a core focus.
8. Quotient
Quotient is a straightforward cloud-based quoting tool for individuals and small businesses. Quotes are sent as web pages, clients can ask questions directly on the quote, and follow-up is automated.
Top 5 Features
- Automated follow-up
- Direct client communication on quotes
- Quote open notifications
- Online lead capture
- Feedback and review collection
Best For
Individuals and small businesses that want a simple, no-frills quoting tool without a steep learning curve.
Price
Plans start at $25 USD/month per user. 30-day free trial.
Takeaway
Quotient is easy to get up and running. It handles the basics of quoting well, but it is not built for teams managing a high volume of deals or needing deeper CRM functionality.
9. Jobber
Jobber is built specifically for small home services businesses. It manages scheduling, dispatching, quoting, invoicing, and payment collection — essentially the full operations workflow for field service teams.
Top 5 Features
- Built-in CRM
- Scheduling and dispatching
- Online booking
- Mobile app
- Job forms and checklists
Best For
Small home services businesses (landscaping, cleaning, HVAC, etc.) that need to manage field operations alongside client communication and billing.
Price
Plans start at $35 USD/month per user. 14-day free trial.
Takeaway
For home services, Jobber is hard to beat. It handles the full sales and operations cycle in one place. Outside of field services, its quoting features are less relevant.
How to Choose
The right tool depends on what breaks down in your current process. If your team sends dozens of quotes a week and follow-up is inconsistent, you need quoting and automation at the center — not bolted onto a CRM as an afterthought. If relationship tracking and pipeline visibility are the priority, a dedicated CRM makes more sense. And if proposals are a marketing tool as much as a sales document, a design-forward tool like Qwilr or PandaDoc fits better.
For B2B teams where quoting is the engine of the business — requests come in, quotes go out, deals move to cash — Osmos is built specifically for that workflow, with the CRM and automation included rather than integrated.