8 Best Tools for Sales Teams to Automate Proposal Generation

Sales teams live and die by the speed of their proposals. When prospects are hot, delays in creating and sending proposals can cost deals. Manually copying data from a CRM into proposal templates is slow, error-prone, and inconsistent.

That’s why more sales teams are turning to proposal automation tools that connect directly to their CRM, auto-fill client data, and generate branded proposals at scale.

Here are the 8 best tools to automate proposal generation for sales teams.

1. PandaDoc

Website: https://www.pandadoc.com/

PandaDoc allows teams to build, send, and track proposals with built-in e-signatures. It integrates with CRMs like HubSpot, Salesforce, and Pipedrive.

Best for: Teams that want all-in-one proposal + e-signature.

2. ActiveMerge – Bulk Proposal Generation from CRM Data

Website: https://activemerge.com/automatically-generate-sales-proposals-from-crms-like-salesforce-or-hubspot/

ActiveMerge automates the creation of proposals, contracts, and other documents by merging CRM data (like Salesforce or HubSpot) with branded templates. Sales teams can generate bulk proposals instantly, without copy-paste.

Best for: Sales teams, agencies, and consultants that need scalable, error-free proposals.


3. Proposify

Website: https://www.proposify.com/

Proposify makes proposals easy with customizable templates, tracking, and client engagement analytics.

Best for: Agencies and B2B sales teams.

4. Qwilr

Website: https://qwilr.com/

Qwilr helps create web-based, interactive proposals that look modern and professional, complete with analytics to see how prospects engage.

Best for: Teams that want visually engaging, interactive proposals.

5. Better Proposals

Website: https://betterproposals.io/?utm_source=dotcom

Better Proposals streamlines the proposal process with ready-made templates, branding, and tracking for sales teams.

Best for: Freelancers and small teams.

6. GetAccept

Website: https://www.getaccept.com/

GetAccept combines proposal generation with sales enablement, including video messaging, live chat, and e-signature.

Best for: Sales teams looking for engagement-focused proposals.


7. DealHub.io

Website: https://dealhub.io/

DealHub connects directly to CRMs and CPQ systems, generating proposals, quotes, and contracts automatically.

Best for: Enterprises and SaaS companies with complex pricing.

8. DocuSign CLM

Website: https://www.docusign.com/

Beyond signatures, DocuSign CLM (Contract Lifecycle Management) automates the generation, approval, and storage of proposals and contracts.

Best for: Large enterprises with compliance-heavy sales cycles.

Proposal Automation Comparison Table

Before choosing a tool, compare features like CRM integration, template flexibility, and e-signature support.

📊 Comparison table:

Tool

Best For

Key Strength

CRM Integration

E‑Signature

Pricing

Free Trial

PandaDoc

All-in-one proposals + e-signatures

Proposal builder with tracking & e-signature

HubSpot, Salesforce, Pipedrive, Zoho

Yes, built-in

Subscription tiers

14 days

ActiveMerge

Bulk proposal generation from CRM data

Merge CRM data into templates in bulk

Salesforce, HubSpot (via Zapier/API)

No (use with DocuSign, PandaDoc etc.)

Tiered plans

Available

Proposify

Agencies & B2B sales teams

Templates + analytics on client engagement

HubSpot, Salesforce, Zoho

Yes, built-in

Per-user subscription

14 days

Qwilr

Visually engaging interactive proposals

Web-based proposals with analytics

HubSpot, Salesforce, Zapier

Yes, built-in

Subscription tiers

14 days

Better Proposals

Freelancers & small sales teams

Ready-made templates, simple tracking

HubSpot, Pipedrive, Zoho (via API/Zapier)

Yes, built-in

Subscription tiers

14 days

GetAccept

Engagement-focused proposals

Video, chat, and proposal tracking

Salesforce, HubSpot, Microsoft Dynamics

Yes, built-in

Custom tiers

Demo available

DealHub.io

Enterprises & SaaS with complex pricing

CPQ + proposal automation + contracts

Salesforce, Microsoft Dynamics

Yes, built-in

Custom enterprise

Demo available

DocuSign CLM

Large enterprises & compliance-heavy sales

Contract lifecycle management + automation

Salesforce, SAP, Microsoft

Yes, built-in (DocuSign)

Enterprise tiers

Contact sales


Industries That Benefit from Proposal Automation

  • Sales Teams: Faster proposals mean more closed deals.

  • Agencies: Send branded proposals at scale.

  • Consultants: Personalize proposals without manual edits.

  • SaaS & Tech: Generate complex quotes directly from CRM.

  • Enterprises: Maintain compliance with automated workflows.

Final Thoughts

Proposal automation tools eliminate wasted time and help sales teams close deals faster. While tools like PandaDoc, Proposify, and Qwilr shine in design and engagement, ActiveMerge is a top choice for sales teams that want bulk, error-free, CRM-driven proposals without complexity.

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