Sales quoting software for SaaS order forms and proposals
SaaS deals close on the order form. ProposalCreation turns the CRM deal into a complete quote or proposal with plan tiers, seats, add-ons, discounts and terms, written for that buyer, approved by a manager when needed and signed online. Reps stop rebuilding quotes in spreadsheets, and sales leaders see the same correct prices across the team.
What breaks quoting in SaaS sales teams
Account executives at B2B SaaS companies send quotes, order forms and renewal proposals every week. The pricing is structured, yet quotes still go out with mistakes.
- Reps copy an old order form and forget to update seat counts, terms or the billing period.
- Discounts are negotiated in email and nobody approves them until after the quote is signed.
- Plan tiers, add-ons and implementation fees live in a spreadsheet that is often out of date.
- The business case for the buyer is rewritten for every deal, even when the use case repeats.
- After sending, the rep cannot see whether procurement or the economic buyer opened the quote.
What the AI writes for a SaaS quote or proposal
Start from a deal in your CRM or describe the buyer in a few fields. The AI writes the quote and the supporting proposal in your company voice and fills the pricing table from your shared catalog.
- Executive summary: the buyer problem from the discovery notes and how your product addresses it.
- Proposed solution: plan tier, modules, integrations and the use cases agreed in the sales cycle.
- Implementation and onboarding plan with milestones and responsibilities.
- Order form: subscription term, billing frequency, seats or usage tier, add-ons and start date.
- Security and support summary drawn from approved answers in your content library.
- Terms, next steps and a signature block for the buyer and your signatory.
For deeper pipeline features, see our sales proposal software page, and start a quote from the pricing proposal template.
SaaS pricing tables and order forms
The pricing table supports line items, quantities, optional add-ons the buyer can tick, discounts, taxes, recurring and one-off fees and currency. Shared pricing items mean a rep cannot quote last quarter's price by accident. Read more about quotes on our AI quoting software page.
| Line item | How SaaS companies usually price it | Buyer can tick it |
|---|---|---|
| Platform subscription | Annual or monthly fee by plan tier | No, core scope |
| Seats or usage tier | Per seat or per usage band | No, quantity set |
| Premium support | Annual fee or share of subscription | Optional |
| Additional modules | Per module per year | Optional |
| Implementation and onboarding | One-off fee | Optional or included |
| Training sessions | Per session | Optional |
On Business and Enterprise, approval rules route any discount above your threshold to a sales manager before the quote leaves the team.
Quotes from your CRM deal
Connect HubSpot or Pipedrive on Growth, and Salesforce on Business, to create a quote from a deal and sync the status back when the buyer opens or signs. Zapier and webhooks are available on every plan. Enterprise adds custom fields mapping. See the full list on proposal software CRM integration.
Send, sign and track every quote
Send a tracked link or a PDF. The buyer and your signatory sign in order with legally binding electronic signatures under the U.S. ESIGN Act and UETA, with an audit trail certificate. You see opens on every plan, time per section from Growth, and on Business forwarded views and automatic reminders for unopened quotes.
- Know when the champion forwards the quote to procurement.
- See whether the buyer read the security section or went straight to pricing.
- Remind the buyer when a quote sits unopened.
Which plan fits a SaaS sales team
A small sales team usually starts on Growth: 5 seats, 70 AI drafts and 300 AI rewrites per month, time per section and HubSpot or Pipedrive. Teams on Salesforce or with discount approval needs choose Business: 15 seats, 150 drafts, 500 rewrites, forwarded views, reminders and approval rules. Larger revenue teams choose Enterprise with 50 seats, SSO (SAML), custom roles, audit log and annual invoicing with PO.
| Plan | Annual billing | Monthly billing | Seats | AI drafts per month | CRM |
|---|---|---|---|---|---|
| Starter | $24 / mo | $49 / mo | 1 | 20 | Zapier and webhooks |
| Growth | $74 / mo | $149 / mo | 5 | 70 | Plus HubSpot and Pipedrive |
| Business | $149 / mo | $299 / mo | 15 | 150 | Plus Salesforce |
| Enterprise | $399 / mo | $799 / mo | 50 | 400 | All, plus custom fields mapping |
Sending created quotes has no limit. See ProposalCreation pricing.
Create a SaaS quote and proposal
Describe your product and the buyer. You see the cover page and executive summary written for that buyer in about a minute. One free proposal preview, no card needed.
Sales quoting software questions
Can reps create quotes from a CRM deal?
Yes. With HubSpot or Pipedrive on Growth, or Salesforce on Business, a rep creates the quote from the deal and the status syncs back when the buyer opens or signs it.
How do discount approvals work?
On Business and Enterprise you set a discount threshold. A quote above it waits for a manager to approve it before it can be sent.
Can the buyer choose add-ons in the quote?
Yes. Mark modules, premium support or training as optional. The buyer ticks what they want and the total updates before signing.
Is the signed order form legally binding?
ProposalCreation provides legally binding electronic signatures under the U.S. ESIGN Act and UETA, with an audit trail certificate for every signed document. For questions about your own contract terms, ask your legal advisor.
What counts toward the AI limit?
Each complete AI draft counts as one draft, and each AI section rewrite counts toward the rewrite limit. Deleting a quote does not return the draft to the limit.