CRM Picks

Best CRM with Quotes and Proposals (2026)

The best CRMs with built-in quoting and proposal tools in 2026 — generate, send, e-sign, and track without bouncing to PandaDoc or DocuSign for every deal.

#1

HubSpot CRM

CRM · Free plan, paid from $20/mo

All-in-one CRM with marketing, sales, and service tools. Generous free tier, massive ecosystem.

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#2

Scoro

PSA · Essential $19.90/user/mo; Standard $32.90, Pro $49.90; Ultimate custom

Professional services automation platform that unifies project management, CRM, resource planning, time tracking, and invoicing in one system for agencies and consultancies.

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#3

Keap

CRM · From $249/mo (1,500 contacts, 2 users); mandatory $500 onboarding fee

All-in-one CRM and marketing automation platform for small businesses. Combines contact management, email/SMS campaigns, pipeline, payments, and automation in a single tool.

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#4

Bonsai

Freelancer CRM · From $9/user/mo (billed annually); 7-day free trial

All-in-one business management platform for freelancers and small agencies, covering proposals, contracts, invoicing, CRM, and project management. Keeps the entire client lifecycle in one tool built around independent work.

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#5

Salesforce Sales Cloud

CRM · Starter $25/user/mo; Pro $100, Enterprise $175, Unlimited $350

The world's most widely deployed CRM platform, offering enterprise-grade pipeline management, AI-assisted selling, and an unmatched integration ecosystem.

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#6

Pipedrive

CRM · From $14/user/mo (annual); five tiers to $99/user/mo

Sales-focused CRM built around visual pipeline management and activity-driven selling. Popular with SMB sales teams for its clean interface and strong automation across its mid-tier plans.

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How we picked

A CRM "with quoting" can mean three different things: (1) a real native quote builder with line items, discounts, and e-signature, (2) a thin integration with PandaDoc or DocuSign that puts a button on the deal record, or (3) full CPQ with rules-based pricing and approvals. We picked tools that own at least native quoting end-to-end — generate, brand, send, sign, and track without a second product. Where CPQ matters (Salesforce), we called it out separately.

What to prioritize

  • Native quote builder with line items and discounts. Anything less and reps still bounce to a separate tool.
  • E-signature included (or one click into DocuSign/Adobe Sign).
  • Custom branding and templates. Sales collateral that looks like a vendor proposal, not a generated PDF.
  • Approval workflows for any team where discounts above X% need sign-off.
  • Payment collection. Stripe or similar — collect the deposit at signature, not in a separate invoicing tool.
  • Recurring revenue support. If you sell subscriptions, quotes should reflect MRR/ARR and renewal terms cleanly.

Frequently asked questions

Does HubSpot have quotes and proposals built in?
Yes. HubSpot's Quotes feature is included in Sales Hub Starter and above. It supports custom branding, e-signature (free in Sales Hub Pro+), and payment collection via Stripe. For most SMBs this replaces a separate PandaDoc subscription.
What about CPQ for complex pricing?
Salesforce CPQ (formerly Steelbrick) is the enterprise standard for complex configure-price-quote — tiered discounts, approval workflows, bundles, and revenue recognition. Below the enterprise tier, HubSpot Quotes or Scoro cover 80% of SMB needs at 10% of the cost.
Can I use a CRM instead of PandaDoc or DocuSign?
For most SMB sales workflows, yes. HubSpot, Keap, Bonsai, and Scoro all include native e-signature. The case for keeping a dedicated proposal tool (PandaDoc, Proposify) is when proposals are long-form sales documents with embedded media — those tools still have better proposal-builder UX than any CRM.
What about agencies and freelancers specifically?
Bonsai for solo freelancers — contracts, proposals, invoicing, and time tracking in one product. Scoro for agencies — quote + project + billing + CRM end-to-end. Honeybook is also strong for creative services. Skip Salesforce; it's wildly oversized for these workflows.