9 Best Sales Enablement Software in 2025: Complete Guide to Proposals & Document Tracking

Sales teams using document tracking often close deals faster and improve win rates, according to Salesforce research. Yet many B2B sales reps still send proposals as basic email attachments—losing visibility into prospect engagement, missing follow-up signals, and wondering why deals stall.

Peony provides complete sales enablement: page-level analytics show exactly what prospects read, real-time notifications alert when proposals are viewed, custom branding creates professional experiences, and AI-powered insights identify hot prospects. Purpose-built for modern sales teams.

Here are the 9 best sales enablement platforms for 2025.

Quick Comparison

What Sales Enablement Software Should Do

Essential capabilities:

Proposal creation:

• Professional templates
• Drag-and-drop editors
• Brand consistency
• Dynamic content

Engagement tracking:

• View notifications
• Page-by-page analytics
• Time spent per section
• Return visit tracking

Deal acceleration:

• Built-in eSignatures
• Interactive pricing
• CRM integration
• Automated follow-ups

Team collaboration:

• Internal commenting
• Approval workflows
• Template libraries
• Performance analytics

1. Peony - Best Overall for Modern Sales Teams

Website: https://peony.ink

Best for: Sales teams needing proposal tracking, security, and professional branding

Key features:

Comprehensive analytics:

• Page-level engagement tracking
• Viewer identification
• Time spent analytics
• Access pattern insights
• Real-time notifications

Professional presentation:

• Custom branded domain (yourcompany.peony.ink)
• White-label viewing experience
• Mobile-optimized design
• Fast page loads

Security and control:

• Email verification required
• Dynamic watermarks
• Screenshot protection
• Link expiration
• Download controls
• Access revocation

AI capabilities:

• Intelligent document organization
• Auto-generated summaries
• Engagement scoring
• Follow-up recommendations

Pricing:

• Free: Send a few proposals, track engagement
• Pro: $20/user/month - Advanced analytics, s-e signatures
• Business: $40/user/month - Team features, custom branding, data rooms
• Enterprise: Custom - White-label, API access

Why it wins: Only platform combining enterprise security, AI intelligence, and professional branding at startup-friendly pricing.

2. PandaDoc

Website: pandadoc.com

Best for: Teams prioritizing built-in e-signatures and document automation

Key features:

• Extensive template library (1,000+ templates)
• Drag-and-drop document builder
• Native eSignature functionality
• Automated approval workflows
• CRM integrations (Salesforce, HubSpot, Pipedrive)
• Payment collection integration
• Robust analytics dashboard

Limitations:

• Custom domain branding is limited compared to purpose-built deal rooms
• Higher price point ($35-65/user/month)
• Limited free plan
• Complex for simple use cases

Pricing:

• Essentials: $35/user/month
• Business: $65/user/month
• Enterprise: Custom pricing

Best use case: Enterprise sales teams with complex document workflows needing e-signatures.

3. Qwilr

Website: qwilr.com

Best for: Teams wanting modern, web-page style proposals

Key features:

• Beautiful web-based proposals (not PDFs)
• Mobile-responsive design
• Interactive pricing
• Basic analytics
• E-signatures
• CRM integration
• Accept payments

Limitations:

• Not traditional document format
• Tracking detail is typically lighter than true page-level PDF analytics
• Expensive ($35-75/user/month)
• Custom domain options are limited compared to dedicated secure sharing platforms
• Learning curve for non-web formats

Pricing:

• Business: $35/user/month
• Enterprise: $75/user/month

Best use case: Creative agencies, SaaS companies wanting modern proposal format.

4. Proposify

Website: proposify.com

Best for: Sales teams creating visually impressive, interactive proposals

Key features:

• Beautiful, modern templates
• Interactive pricing tables
• Real-time collaboration
• Content library management
• Proposal analytics
• Built-in eSignatures
• CRM integration
• Team performance metrics

Limitations:

• Expensive ($29-59/user/month)
• No free plan
• Limited security features
• No custom domain

Pricing:

• Team: $29/user/month
• Business: $59/user/month
• Enterprise: Custom

Best use case: Marketing agencies and consultancies needing impressive visual proposals.

5. DealHub

Website: dealhub.io

Best for: Teams that need a structured “deal process” (quoting + approvals + buyer-facing deal rooms)

Key features:

• Buyer-facing deal rooms to centralize documents, pricing, and next steps
• CPQ-style quoting and packaging workflows
• Approval flows for discounts and legal/commercial steps
• Deal collaboration across sales, finance, and legal
• CRM alignment (typically Salesforce-first, plus other integrations)

Limitations:

• Less “beautiful proposal design” out of the box than proposal-first tools
• Can be overkill for very small teams with simple pricing
• Pricing is usually quote-based

Pricing:

• Contact sales for pricing

Best use case: Mid-market and enterprise revenue orgs where quote complexity and internal approvals slow deals down.

6. DocSend

Website: docsend.com

Best for: Teams obsessed with engagement metrics (owned by Dropbox)

Key features:

• Page-by-page viewing analytics
• Viewer identification
• Link tracking and management
• Access permissions
• NDA workflow
• Dropbox integration
• Version control
• Detailed reporting

Limitations:

• Not a full proposal-creation suite (templates/workflows are not the focus)
• Can get expensive as you scale ($15-250/month)
• Limited branding options
• No AI features

Pricing:

• Personal: $15/month
• Standard: $65/month
• Advanced: $250/month

Best use case: Investment firms tracking pitch deck engagement, fundraising.

7. Seismic

Website: seismic.com

Best for: Larger organizations that need content governance, enablement, and consistent execution across a big sales team

Key features:

• Centralized sales content library with governance controls
• Personalization workflows and content recommendations
• Enablement + training + coaching layers
• Analytics around content usage and team adoption
• Enterprise-grade rollout and controls

Limitations:

• Not a proposal builder first, and not a “page-level PDF tracking” tool in the way doc-tracking platforms are
• Typically priced for enterprise budgets
• Implementation and change management matter a lot

Pricing:

• Contact sales for pricing

Best use case: Enterprise orgs standardizing content, training, and execution across hundreds of reps.

8. HubSpot Sales Hub

Website: hubspot.com

Best for: Small-to-mid teams that want sales enablement inside their CRM

Key features:

• Native CRM workflow (tasks, sequences, pipeline)
• Quote tools and deal tracking inside HubSpot
• Email + meeting scheduling + automation
• Reporting tied directly to deals and lifecycle stages
• App marketplace integrations

Limitations:

• Proposal experience depends on your setup and templates
• Document-level engagement tracking is not as specialized as dedicated document tracking platforms
• Best value comes when you commit to HubSpot as the system of record

Pricing:

• Tiered plans; see HubSpot for current pricing

Best use case: Teams that want fewer tools and already live inside HubSpot daily.

9. Highspot

Website: highspot.com

Best for: Mature sales orgs that want enablement, content intelligence, and coaching in one platform

Key features:

• Content management with sales-friendly discovery
• Guidance and playbooks tied to deal stages
• Coaching and training modules for reps
• Analytics on content performance and adoption
• Enterprise deployment support

Limitations:

• Usually priced and packaged for larger orgs
• Not a lightweight “proposal tracker” tool
• Requires thoughtful rollout to get ROI

Pricing:

• Contact sales for pricing

Best use case: Enterprise enablement teams improving consistency and performance across a large salesforce.

Feature Comparison

Analytics Capabilities

Most detailed tracking:

1. Peony - Page-level + AI insights
2. DocSend - Page-level + engagement reporting
3. PandaDoc - Good analytics
4. Proposify - Basic analytics
5. Qwilr / DealHub / HubSpot / Seismic / Highspot - More workflow/content-level than page-level

Security Features

Highest security:

1. Peony - Watermarks, screenshot protection, verification
2. DocSend - NDA workflows, access controls
3. PandaDoc - Basic permissions
4. DealHub / Seismic / Highspot / HubSpot / Proposify / Qwilr - Varies by plan and deployment

Ease of Use

Most intuitive:

1. Peony - Modern, fast interface
2. Qwilr - Web-native proposals
3. Proposify - Clean proposal workflow
4. PandaDoc - Feature-rich but can be complex
5. HubSpot Sales Hub / DealHub / Seismic / Highspot - Powerful, but setup matters

Use Case Recommendations

For B2B SaaS startups: Peony - Security, branding, analytics at startup pricing

For enterprise sales organizations: Seismic or Highspot - Enablement at scale, content governance, coaching

For fundraising/investor relations: Peony or DocSend - Track engagement, protect sensitive materials

For agencies and consultancies: Proposify or Qwilr - Impressive visual proposals, interactive elements

For revenue orgs with complex quoting/pricing: DealHub - Deal rooms + approvals + packaging

Integration Ecosystem

CRM integrations (most important):

Salesforce: PandaDoc, Proposify, DocSend, DealHub, Seismic, Highspot HubSpot: PandaDoc, Proposify, Peony, HubSpot Sales Hub Pipedrive: PandaDoc API access: Peony (Business+), PandaDoc (Enterprise), DocSend, DealHub (enterprise), Seismic/Highspot (enterprise)

Migration Considerations

Moving from email attachments:

1. Start with high-value prospects
2. Train team on new workflow (30 minutes)
3. Create template library
4. Integrate with CRM
5. Measure impact on close rates

Expected improvements:

• Faster deal velocity
• Higher win rates
• 3-5x more prospect insights
• Professional brand impression
• Complete audit trail

Common Mistakes to Avoid

Mistake 1: Over-complicated proposals

• Keep it focused, scannable, action-oriented

Mistake 2: Ignoring analytics

• Track engagement to prioritize follow-ups
• Adjust content based on what prospects read

Mistake 3: Generic proposals

• Personalize beyond "Dear [Name]"
• Reference specific prospect needs

Mistake 4: No clear next steps

• Include obvious call-to-action
• Make it easy to say yes (scheduling, signatures)

Mistake 5: Sending and forgetting

• Follow up strategically based on engagement
• Unengage prospects = low priority

Frequently Asked Questions

What's the best sales enablement software for startups?

Peony is best for startups: offers page-level analytics, custom branding, dynamic watermarking, and secure data rooms at startup-friendly pricing with a free tier.

How do I track proposal engagement effectively?

Use platforms with page-level analytics like Peony or DocSend to see exactly what prospects read, time spent per section, and return visits—enabling data-driven follow-ups.

What security features matter most for sales proposals?

Essential features include dynamic watermarking, screenshot protection, email verification, link expiration, and access revocation to protect sensitive pricing and terms.

Should I use a separate tool for proposals or integrate with my CRM?

For most teams, a dedicated proposal tool like Peony with CRM integration provides better analytics and security than CRM-native proposal features alone.

Why Peony for Sales Enablement

Peony is the only platform combining:

Enterprise security: Watermarks, screenshot protection, verification Complete analytics: Page-level tracking, AI insights, engagement scoring Professional branding: Custom domain, white-label, mobile-optimized Startup pricing: Free tier, affordable plans, transparent pricing

Result: Close deals faster with complete visibility and professional presentation.

Conclusion

Modern sales enablement software transforms how teams create, share, and track proposals. While traditional email attachments offer zero visibility, platforms like Peony provide complete analytics, professional branding, and security features that accelerate deals and protect sensitive information.

The right platform depends on your specific needs: e-signature priority (PandaDoc), visual impact (Proposify/Qwilr), detailed engagement tracking (Peony/DocSend), enablement at scale (Seismic/Highspot), or deal execution and quoting complexity (DealHub). However, for most modern sales teams, comprehensive platforms offering security, analytics, and branding deliver the best results.

Accelerate your sales process: Try Peony

Related Resources

• How to Create Sales Pitch Deck
• Document Analytics Complete Guide
• 20 Facts About Data-Driven Sales Enablement
• Document Security Complete Guide
• How to Prevent PDF Forwarding
• Secure Data Rooms for Sales