salesElement
salesElement: A controlled proposal and quoting system for complex, integration-heavy sales teams. Ranked #57 of 133 in Proposal Software by our editors (6.9/10); pricing: Pricing on request; best for enterprises needing controlled proposal content and pricing.
At a glance
- Editor score6.9 / 10
- PricingPricing on request
- Best forEnterprises needing controlled proposal content and pricing
- Client activity trackingYes
- Founded2003 · Pearl River, New York, United States
- Facts checked20 Sep 2026
Where it wins
- Controlled pricing changes, permissions, and approved content libraries
- CRM and ERP integrations with line-item data across major platforms
- Branded PDFs, activity tracking, analytics, and e-signature integrations
Where it doesn't
- Pricing requires contacting sales rather than selecting a published plan
- Web-only access may not suit teams needing broader platform support
- No stated AI capabilities or payment collection
Our verdict on salesElement
salesElement, also called seProposals, is proposal and quoting software for sales teams managing complex pricing and proposal workflows. It supports guided quote creation, controlled pricing changes, reusable approved content, branded templates, PDF proposal generation, permissions, proposal tracking, analytics, sales reporting, and built-in e-signature integrations. Its intended range spans small businesses to large multinational organizations, with particular relevance for enterprises that need governance over pricing, content, and document design.
Pricing is handled through a contact-sales model, with visitors directed to request a demo rather than choose from published plans. That approach fits organizations likely to need a configured pricing workflow, but it gives buyers less immediate visibility into plan differences or budget requirements. The product’s strongest commercial fit comes from its control structure: administrators can manage content, pricing, and design permissions while sales teams work from approved assets and configurable pricing rules.
Its ecosystem coverage is a major consideration for teams with established business systems. salesElement integrates with Salesforce, Microsoft Dynamics, Zoho, NetSuite, Monday.com, Oracle, Sage, Vertafore, Pipedrive, SugarCRM, QuickBooks, and Infor, including CRM and ERP line-item data. Proposal activity tracking, analytics, and reporting extend beyond document creation into sales oversight, while branded templates and PDF generation support formal customer-facing workflows. Organizations seeking controlled quoting across connected CRM or ERP systems should consider salesElement; teams prioritizing public self-service pricing, AI capabilities, payment collection, or access beyond the web should look elsewhere.
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salesElement pricing
salesElement fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Built-in e-signatures | Yes |
| Client activity tracking | Yes |
| Online payment collection | Not verified |
| CRM integrations | Yes |
| Custom branding | Yes |
| Included team seats | Not verified |
| Analytics and reporting | Yes |
| Deployment | Cloud |
| Platforms | Web |
| Support | Phone |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 12 integrations: Salesforce, Microsoft Dynamics, Zoho, NetSuite, Monday.com, Oracle … See all → |
| Pricing | Pricing on request |
| Website | saleselement.com |
| Facts checked | 20 Sep 2026 |
salesElement integrations
salesElement lists 12 integrations on its own site.
- Salesforce
- Microsoft Dynamics
- Zoho
- NetSuite
- Monday.com
- Oracle
- Sage
- Vertafore
- Pipedrive
- SugarCRM
- QuickBooks
- Infor
See all salesElement integrations →
Alternatives to salesElement
- PandaDocA broad proposal workflow platform spanning documents, signatures, payments, and CRM integrations.9.4
- ProposifyA structured proposal workspace with quoting, approvals, signatures, and analytics.9.2
- AnchorA broad proposal-to-payment platform with free access and transaction-based pricing.9.0
See all salesElement alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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