Best Proposal Software for Salesforce (2026)

Salesforce Quotes and Revenue Cloud

The baseline you already own

Before buying anything, check what your Salesforce edition already does. Salesforce lists Quotes, which it describes as creating basic quotes by pulling in products and pricing, on Pro Suite and above. A rep opens the quote, creates a PDF and saves it to the quote record, where it sits under Notes & Attachments.

For complex pricing, Salesforce CPQ uses admin-built quote templates that decide what appears in the proposal, and stores the generated document on both the quote and the opportunity. Salesforce no longer sells CPQ to new customers; existing customers keep it, and Revenue Cloud Advanced is the successor. Both Revenue Cloud editions list document generation from Salesforce data.

Better fit when: Your proposal is mostly a price sheet, or your pricing rules are complex enough that you want them governed inside Salesforce by your admins.

Conga Composer

Document generation for Salesforce admins

Conga Composer is a document generation tool with a Salesforce connector that lets users create, send and manage documents within Salesforce. It merges data from Salesforce records into your templates and can run large batches at once. Output covers PDF, Word, Excel, PowerPoint and HTML email, and Conga notes it works beyond Salesforce too.

Better fit when: You generate many document types from Salesforce, at volume, and want them produced from a button inside Salesforce rather than in a separate app.

GetAccept

Sales rooms with two-way Salesforce sync

GetAccept lets reps create, send and track proposals from the Salesforce opportunity, pulling in account, contact and product details. Its Salesforce page says milestones and stage changes sync both ways, deals can be marked won when the contract is signed, and the signed copy is saved back to Salesforce.

On its pricing page, the native Salesforce integration is not available on eSign, is an add-on on Professional and is included on Enterprise. It supports Enterprise, Unlimited, Developer and Performance editions.

Better fit when: You want a digital sales room and you want deal stages to move in Salesforce on their own when the buyer signs.

Oneflow

Contracts with data synced from any object

Oneflow’s Salesforce integration creates contracts in Salesforce and transfers opportunity, contact and company data into them. Oneflow says data from any Salesforce object can sync into the contract and back, contracts can reflect your price book, and contract stages can follow pipeline stages. It works with Salesforce Professional Edition and up.

On the pricing page, Salesforce sits under Premium integrations on both Business and Enterprise, each marked ($). The page does not explain that marker, so ask Oneflow what it adds to your quote.

Better fit when: Your proposal is really a contract, you run Professional Edition, or you need data to flow back to custom objects.

PandaDoc

Proposal editor with opportunity pricing tables

PandaDoc creates documents from Salesforce records, fills variables, moves opportunity products into its pricing tables and quote blocks, and shows document status in Salesforce. It lists Professional, Enterprise, Unlimited and Developer editions, but notes that on Professional without API access, documents are created and do not sync back.

The Salesforce integration is a paid add-on, available on Business and Enterprise annual plans only. Business is $49 per seat per month, billed annually; the add-on price is not published.

Better fit when: Reps build polished proposals with line-item pricing and you are willing to pay for Business plus the add-on.

Proposify

Proposals without leaving the opportunity

Proposify’s Salesforce managed package lets reps create, edit, send, track and collect e-signatures on sales documents without leaving the Salesforce opportunity, with optional single sign-on.

Its pricing page calls the Salesforce managed package a premium integration that requires an add-on purchase, and describes the Scale plan as the one for large teams who need Salesforce. Its plan comparison offers the add-on only on Scale; Build and Grow cannot add it. Scale is $12,800 a year including 10 users, with extra users at $780 a year.

Better fit when: You have a larger sales team, budget for the Scale plan, and want proposals edited from the opportunity.

Qwilr

Interactive proposal pages synced to the opportunity

Qwilr builds web proposal pages from any Salesforce record, using Opportunity, Account, Contact or Lead data. Products on the opportunity flow into its quote block, and automations can update opportunity fields such as amount, close date and line items when the buyer views or accepts. Buyers can sign and pay inside the page.

Salesforce is listed on the Scale plan only: $75 per user per month, 10-user minimum, billed annually.

Better fit when: You sell with interactive proposal pages and want line items and deal fields kept in step with the opportunity.

TurboDocx

Your own templates, filled from Salesforce, signed from the record

TurboDocx connects to your Salesforce org over OAuth and only reads from it. In the TurboDocx app, you pick a Word, PowerPoint or Google Docs template, choose Salesforce as the source and select records, or let the AI agent find them by name, stage, amount or close date. It reads 13 standard objects, including Account, Contact, Opportunity, Lead, Quote, Case and Product2, plus your custom objects, and exports DOCX, PPTX or PDF.

TurboSign for Salesforce is a free, open source (MIT) app your admin installs from one link. It adds Send for Signature to records, fills a TurboDocx template from the record’s fields, takes signers from the record and includes a Flow action. On Pro and up, the signed PDF and audit trail are saved to the record’s files and one field, such as Stage, can update. TurboQuote, a catalog-based quoting tool, is included in every plan.

Better fit when: You want branded Word or PowerPoint proposals drafted from Salesforce data, with signing and write-back of the signed copy, at a lower per-user price than the add-on plans above.