CRM Picks

Best CRM with Quotes and Proposals (2026)

By WeekCRM editorial team · · Editorial policy & disclosures

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 for up to 2 users; Starter $20/seat/mo; Professional $90/seat/mo (annual) + $1,500 onboarding; Enterprise $150/seat/mo (annual) + $3,500 onboarding

HubSpot is a CRM platform with Sales, Marketing, Service, Content and Data hubs on one contact database. It fits SMB and mid-market teams that want a free CRM to start and paid hubs later.

Visit HubSpot CRM →
#2

Scoro

CRM · From $17/user/mo (5-user minimum); Time-billing $17, Projects & Resources $29, Quote to Cash $29, End-to-End $57; 14-day trial

Work management and professional services platform that combines projects, resource planning, quoting, time tracking and invoicing. Sold as modular apps from $17 per user.

Visit Scoro →
#3

Keap

CRM · Page shows "$299/mo (Billed at $2,988/year)" for 2 users and 1,500 contacts; extra users $384/yr on annual billing or $39/mo monthly; required implementation $500 one-time

Keap is a CRM and marketing automation platform for small businesses, with contacts, email and text campaigns, pipeline, quotes, invoices and an appointment scheduler.

Visit Keap →
#4

Bonsai

CRM · Basic $9, Essentials $19, Premium $29, Elite $49 per user/mo (annual; Elite needs 3 users); monthly billing $15-$59; 7-day free trial

Client and project management for service businesses: CRM, proposals, contracts, time tracking, invoicing and a client portal. Plans start at $9/user/mo billed annually.

Visit Bonsai →
#5

Salesforce Sales Cloud

CRM · Free Suite $0; Starter Suite $25/user/mo, Pro Suite $100, Core $195, Advanced $395, Max $550 (annual)

Salesforce Sales Cloud is a CRM for lead, opportunity and forecast management, with Agentforce AI sales agents. Editions range from a free suite to $550 per user per month.

Visit Salesforce Sales Cloud →
#6

Pipedrive

CRM · Lite $14/user/mo, Growth $39, Premium $59, Ultimate $79 (annual); 14-day free trial

Sales CRM built around a Kanban-style pipeline, with workflow automation, email and calendar sync, and a marketplace of 500+ integrations. Aimed at small sales teams.

Try Pipedrive →

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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.