Best Proposal & Quoting Software
Short answer
The best proposal & quoting software are Tally, PandaDoc, Jotform. Tally is our top pick at 8.5/10. If budget is tight, Tally has the best free plan.
Our top picks
Tally
8.5/10
Tops our proposal & quoting software rankings at 8.5/10 — best for Anyone who needs unlimited forms and responses without paying.
- ✓Unlimited forms and responses on the free plan — no monthly caps
- ✓Notion-style block editor is fast and intuitive
Jotform
8.3/10
The strongest capability-per-dollar in the category — value score 8.5/10.
- ✓10,000+ templates covering virtually every use case
- ✓Payment collection from Stripe, PayPal, and Square built in
PandaDoc
8.3/10
The best proposal & quoting software option you can start on for $0 and upgrade when you grow.
- ✓Polished proposal templates that look professional out of the box
- ✓Document analytics — know when a prospect opens and reads your proposal
All 7 proposal & quoting software, ranked
Tally
Top pickFree forms with unlimited responses — no limits, no tricks
Tally is a modern form builder with a Notion-inspired block editor. Unlike Typeform, Tally's free plan includes unlimited forms and unlimited responses — with no response caps or monthly limits. Embed forms anywhere, use conditional logic for branching, accept file uploads, and collect payments via Stripe. Tally Pro removes Tally branding and adds custom domains, priority support, and advanced integrations. A genuinely excellent free alternative to Typeform for most use cases.
Strengths
- ✓Unlimited forms and responses on the free plan — no monthly caps
- ✓Notion-style block editor is fast and intuitive
- ✓Conditional logic and branching on free plan
Watch-outs
- ✗Tally branding on free plan (removed with Pro)
- ✗Fewer native integrations than Typeform
- ✗Less conversational 'one question at a time' flow than Typeform
PandaDoc
Beautiful proposals, contracts, and e-signatures in one workflow
PandaDoc is a document automation platform that covers the full pre-sale workflow: proposals, quotes, contracts, and e-signatures. The free plan offers unlimited e-signatures with basic document management. Paid plans unlock document analytics (see when a prospect opens your proposal), CRM integrations, custom branding, and CPQ (configure-price-quote) for complex deals. Used by over 50,000 businesses for sales and client management.
Strengths
- ✓Polished proposal templates that look professional out of the box
- ✓Document analytics — know when a prospect opens and reads your proposal
- ✓Free plan covers unlimited e-signatures
Watch-outs
- ✗Document analytics and CRM integrations require paid plan
- ✗Less suited to full client lifecycle management (use Dubsado for that)
- ✗Template library not as extensive as some alternatives
Jotform
Powerful forms for every use case — from simple to complex
Jotform is one of the most powerful and flexible form builders available, supporting everything from simple contact forms to multi-page applications with conditional logic, calculations, payment collection (Stripe, PayPal, Square), e-signatures, file uploads, and approval workflows. The free plan supports 5 forms and 100 monthly submissions. Jotform's 10,000+ template library is unmatched. Used across industries for HR onboarding, legal intake, event registration, and client questionnaires.
Strengths
- ✓10,000+ templates covering virtually every use case
- ✓Payment collection from Stripe, PayPal, and Square built in
- ✓E-signatures included on paid plans
Watch-outs
- ✗Free plan limited to 5 forms and 100 submissions/month
- ✗UI more complex than Tally or Typeform
- ✗Jotform branding on free plan
Qwilr
Web-based proposals that look like nothing else
Qwilr creates proposals as interactive, mobile-responsive web pages rather than static PDFs. Prospects interact with pricing tables (where they can select optional add-ons), watch embedded videos, and sign — all in the same browser tab. Every Qwilr proposal is a live URL, and detailed analytics track every view and interaction. The design output is distinctly more polished than traditional proposal tools. Used by agencies that want their proposals to make a visual impression.
Strengths
- ✓Proposals as interactive web pages — not dull PDFs
- ✓Interactive pricing tables let prospects select their own service tier
- ✓Embed videos, case studies, and live data within proposals
Watch-outs
- ✗No free plan
- ✗Interactive format occasionally confuses less tech-savvy clients
- ✗Fewer templates than Proposify
Typeform
Beautiful, conversational forms with higher completion rates
Typeform reimagined forms by presenting one question at a time in a conversational, chat-like flow. This format drives significantly higher completion rates than traditional multi-question forms. Used for lead generation, client intake, surveys, quizzes, and order forms. Logic jumps allow branching paths based on answers. Integrates with Zapier, HubSpot, Slack, and 500+ other tools. The free plan allows unlimited forms but caps responses at 10 per month.
Strengths
- ✓Conversational one-at-a-time format drives higher completion rates
- ✓Logic jumps for personalized branching paths
- ✓Polished design out of the box — no styling required
Watch-outs
- ✗Free plan caps at 10 responses/month — very limiting
- ✗More expensive than alternatives like Tally or Google Forms
- ✗No complex multi-page form logic without paid plan
Proposify
Professional proposals with analytics and e-sign
Proposify is a dedicated proposal platform built for agencies and sales teams. Proposals are created with a drag-and-drop editor using reusable content blocks, then sent as a branded web link. Proposify shows you when a prospect opens the proposal, which sections they spend time on, and when they sign. The e-signature flow is built in. The template library includes agency-specific designs for branding, web, video production, and consulting proposals.
Strengths
- ✓Detailed proposal analytics — see exactly what prospects read and for how long
- ✓Agency-focused templates for common service types
- ✓Reusable content blocks speed up proposal creation significantly
Watch-outs
- ✗No free plan — requires a paid subscription
- ✗PandaDoc offers similar features with a more generous free tier
- ✗Per-user pricing adds up for larger teams
SurveyMonkey
The original online survey platform — trusted globally
SurveyMonkey is the most recognized survey platform globally, used for market research, employee feedback, customer satisfaction (NPS, CSAT), and academic research. The free plan allows unlimited surveys but caps responses at 10 per survey. Paid plans remove response limits and add advanced logic, reporting, custom branding, and data export. SurveyMonkey's brand recognition means respondents are more likely to trust and complete surveys from it versus lesser-known tools.
Strengths
- ✓Most recognized survey brand — respondents trust it
- ✓Large template library for NPS, CSAT, employee surveys, and research
- ✓Team collaboration and shared survey library on paid plans
Watch-outs
- ✗Free plan caps at 10 responses per survey — very limiting
- ✗Paid plans expensive relative to Tally or Typeform for most use cases
- ✗Basic form building use cases are better served by Tally (free and unlimited)
Proposal & Quoting Software compared
Frequently asked questions
What is the best proposal & quoting software?
Tally is our top-rated pick, scoring 8.5/10. Tops our proposal & quoting software rankings at 8.5/10 — best for Anyone who needs unlimited forms and responses without paying.
What is the best free proposal & quoting software option?
Tally offers the best free plan among the proposal & quoting software we reviewed — a genuine way to start at $0 before upgrading.