CPQ reviews by real, verified users. Find unbiased ratings on user satisfaction, features, and price based on the most reviews available anywhere.
Configure, price, quote (CPQ) software helps companies automate the lifecycle of the quoting and proposal process, starting with the moment a customer supplies their needs in a company’s offering and ending with sending a detailed quote to the customer or prospect. CPQ software is used in sales departments to accelerate the sales process while improving quote accuracy and customer relations. These software products allow companies to determine a customer’s needs and provide them with custom quotes that best fit those specific needs. Products are typically built on an existing CRM software product or designed to integrate with one (or more) CRM tools.
To qualify for inclusion in the CPQ category, a product must:
Salesforce CPQ automates quoting, contracting, and the ordering processes. The solution improves sales productivity and helps you close more deals without ever leaving Salesforce. Fully native on the Salesforce platform, Salesforce CPQ delivers next-generation CPQ which is 5-10x easier to implement than legacy CPQ applications. Salesforce CPQ (Configure, Price, Quote) is an easy-to-use, next-generation app that is part of the Sales Cloud solution offering. It's built using the standard objects
DealHub's award-winning CPQ, CLM & Remote Selling platform enables sales teams to build and maintain engaging, personalized dialogue with prospects throughout their buying journey. Operating across the entire sales cycle, DealHub users benefit from real-time buyer intent and sales insights at each stage in the sales process, faster time-to-revenue and the ability to differentiate themselves from their competition. The DealHub Platform includes: * Guided Selling Playbooks * Configure-Price-Q
Supercharge your sales process with Sales Hub, a powerful and easy-to-use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics for growing teams. Sales Hub is built on the HubSpot CRM platform, where customer data, tools, and teams come together to create a single source-of-truth. Tap into our expansive ecosystem of app and solutions partners to craft an exceptional end-to-end customer experience. Whether it’s strategies, servi
Oracle CPQ Cloud (formerly BigMachines) helps businesses sell products, services, and solutions faster. Enable your sales reps and channel partners with the guideance they need to find the best solution for each customer. With the strength of Oracle Cloud infrastructure, you can be assured that this revenue gateway is enterprise-grade, performant, and secure. Oracle CPQ Cloud can be deployed stand-alone or in conjunction with leading CRM, eCommerce, Service, and ERP platforms to provide omni-cha
PandaDoc has empowered sales teams to improve deal workflow, insights, and speed while delivering an amazing buying experience. Over 18,000 customers use PandaDoc’s all-in-one document automation software to streamline the process to create, approve, and eSign proposals, quotes, and contracts. PandaDoc helps you simplify processes and increase efficiency across the entire organization when you integrate your existing CRM, payment, and file storage apps into a single workflow. Sales teams that
Create unique configurations, calculate pricing, incorporate production data, send a quote to the customer, and secure an order from a single application. Companies large and small are making Configure One the cornerstone of their digital transformation to deliver value to their customers.
Apttus CPQ (Configure Price Quote) is the #1 enterprise multi-channel sales tool designed to help companies configure, price and quote deals accurately, quickly, and easily. It handles simple to highly complex product & pricing configurations across all sales channels (field, telesales, partners, E-Commerce). It is part of a complete suite of, integrated applications that enable the Quote-to-Cash process:Contracts, Incentives, Billing and Order Mgmt. and E-Commerce. Powered by the world’s
CloudSense is the proven Commerce and Subscriber Management platform, built for high-volume or complex ongoing services. We’re trusted by Communications, Media and Utilities businesses worldwide to launch, sell and fulfill the entire customer journey on Salesforce. We make commercial success easier. Our customers go to market in a third of the time, sell four times faster, increase sales by 24% and deliver eight times faster, with a 79% improvement in order accuracy. Our founders’ experience
Experlogix is recognized worldwide as the premier provider of Configure, Price, Quote (CPQ) solutions for Microsoft Dynamics 365, Salesforce and NetSuite. We provide powerful yet easy-to-implement product configurator technology that allows your sales reps, customers or channel partners to create quotes and orders fast and error-free. Regardless of how you sell – with your direct sales team, through resellers or B2B/B2C on the web – Experlogix CPQ simplifies your quote-to-order process to help
KBMax is redefining CPQ & ecommerce for companies globally. Our product configurator is the only one that can handle complex business rules, visualization, real-time pricing, CAD automation & integrations. This end-to-end solution results in an awesome buying experience, a faster sales cycle & a more efficient manufacturing process.
DigiFabster is a subscription-based instant quotation and eCommerce solution for use with 3D printing, CNC and other digital manufacturing technologies. The cloud-based software allows for immediate quoting and online payment, while also analyzing and fixing CAD and other 3D printable files, ensuring parts are correctly oriented and produced. DigiFabster’s back-end system provides you with all the flexibility you need, allowing you to determine costs for machine time, materials, labor, finishin
IBM Sterling CPQ transforms the buying and selling of complex products and services across all of your buyers' preferred channels to make it easier for your customer to buy from you. Our CPQ software solution guides eCommerce customers, sales teams, call center representatives, and partners to select the right products and ensure pricing is accurate. IBM Sterling CPQ helps you provide the buying experiences today's customers demand, while improving your sales productivity.
Expedite Commerce is a simple-to-use eCommerce platform that handles sophisticated processes including CPQ, Order Management, and Revenue Management. It provides Intuitive rules-based proposals, selling, provisioning and fulfillment for B2B companies with complex products & services.
In Mind Cloud's 'Manufacturing X Sales Platform' is the leading End-to-End solution for manufacturers that combines the power of CRM, CPQ, and Commerce within one innovative platform. Discover how Manufacturing X supports your business growth and catapults you ahead of your competition. Reduce your sales cycles and time-to-market while improving margins and deliver the customer excellence that your buyers need. Based on the SAP Cloud Platform our platform is deeply integrated into manufacturi
Tacton Configure Price Quote (CPQ) software helps manufacturers use self-service, guided (and remote) selling to accurately configure complex products and services for prospective customers. Tacton’s CPQ solutions help manufacturers ensure correct pricing, deliver personalized and highly customized quotes, and massively accelerate the time it takes a salesperson to create a proposal using spreadsheets. Time-consuming back and forth approval sessions between the customer, the engineering team an
Vendavo powers the shift to digital business for the world’s most demanding B2B companies, unlocking value, growing margin and accelerating revenue. With the Vendavo Commercial Excellence platform, companies develop dynamic customer insights and optimal pricing strategies that maximize margin, boost sales effectiveness and improve customer experience. With an annual margin improvement totaling more than $2.5 billion across companies in chemicals, distribution, high-tech and manufacturing, Vendav
Create the perfect proposal, pitch, sales quote and more. Every Qwilr Page you send has outstanding visual polish, together with intelligent tracking, automation and analytics. Say goodbye to your static PDFs and hello to the impressive sales power of Qwilr. With Qwilr, you can: - Stand out from the crowd: with our easy to use page builder, extensive image and video library, designer-created templates and more, send amazing looking documents that get noticed. - Tell your own branded story: h
Integration | Price | Support | Features With over 86,000 Users in 101 countries, QuoteWerks is the Market Leading sales quoting and proposal solution. What really sets QuoteWerks apart is it's turn key implementation, affordable pricing, legendary phone support, and most importantly the 55+ integrations with CRM, Accounting, Distributors, FedEx/UPS, Leasing, Sales Tax, Microsoft Word, Dell, Cisco, HP, CDW, NewEgg, Provantage, Staples, and more. QuoteWerks is used by companies in almost every i
The Armatic platform enhances the power of your existing accounting/ ERP software and your existing CRM system with workflow automation, powerful business intelligence and fully integrated cross-department communications functionality to automate tasks in finance, sales, support, HR and operations. 1. Finance & Billing Automation (AR, AP, Invoices, Subscriptions, Payments): Fully automated AR Collections drastically reduces time to payment (DSO). Our advanced rules engine delivers the righ
Pricefx is the pioneer of cloud-based pricing software including price management, price optimization, and CPQ solutions. Our solutions are highly configurable to suit any industry and pricing strategy and can be implemented quickly with no upfront investment or risks. Our suite includes: PriceAnalyzer: Gain accurate insights into your pricing, margins, customer, and product segments while analyzing and identifying pricing opportunities. PriceOptimizer: Analyze and generate segment-specific op
Leading Configure Price Quote (CPQ) platform for technology vendors, Managed Services Providers, software companies, SI's and VARs. Our CPQ+ thrives with changing market dynamics, complex configuration & sales, resulting in enhanced quote velocity/governance and revenues. Perfect for fast and growing markets, as well as highly acquisitive or PE-backed firms with a broad set of products and services that need to execute on digital transformation. Integration with Salesforce and Dynamics CRM.
Quote | Propose | Close Create proposals that win and quotes that close with ConnectWise Sell, the quote and proposal solution of the ConnectWise Suite. ConnectWise Sell is the all-in-one, cloud based quoting software for IT Solution Providers and Resellers that creates quotes and proposals anywhere, anytime. With a quote and proposal automation solution that ties into ConnectWise, you can manage sales for growth, create professional quotes and proposals in minutes, and automatically update you
The #1 rated cloud CPQ platform. Verenia is the only omnichannel CPQ that brings together CPQ, Self-Service, Sales Portals, and B2B2C eCommerce, all under one platform. Trusted by leading companies like Yamaha Motor Company, Bennington Marine and Rise Broadband, Verenia has all the power and scalability to support the growth of all businesses. It is the only all-in-one cloud CPQ solution that includes Guided Selling, Configurator, Proposals, Sales Portals and more to take your business to the
CallidusCloud CPQ makes your quoting and selling process simpler, faster and more profitable. Instead of sales reps spending hours or even days working on proposals, free their time for more selling activities. Sales reps can generate quotes and proposals while with a customer from any mobile device. Move your CPQ to ecommerce so customers can generate their own inquiries, configure the solution they are interested in, and place their order themselves. CPQ moves customers from interest to yes, f
SELL EASIER: Use PROS Smart CPQ to develop and maintain product offers quickly and deploy them to all channels in one click. SELL FASTER: Leverage PROS Smart CPQ to create 100% reliable branded quotes & proposals and get the contract signed. SELL SMARTER: Employ data science driven pricing guidance inside CPQ to determine what customers are willing to pay. PROS Smart CPQ automates the configure, price, quote process increasing the ability of sales teams to deliver fast, error-free quotes.
Cincom CPQ™ is a configure-price-quote solution that dramatically improves the buying experience for your customers. Beginning with product configuration, Cincom CPQ creates real-time pricing and quoting of those configurations and delivers a proposal on the spot. With expert knowledge at their fingertips, your sales reps and dealers have everything they need to win more business and your customers have everything they need to make a buying decision quickly.
iQuote Xpress is a web-based SaaS application which enables businesses to automate their sales estimating process using the latest internet technology. Sales personnel is able to easily and quickly generate sales proposals which are more detailed, accurate and include product marketing information. iQuote Xpress users enjoy an enhanced image as professional communication is consistently delivered to the customer.
bit2win CPQ, Configure Price & Quote, Cloud and Mobile software Suite empowers sales, partners and customers to configure complex products and services, deliver accurate quotes and create smarter deals with the most updated product and pricing information. Bit2win, designed for enterprises going through the digital transformation and the automation of their sale processes and quote creation, enables the sale of both tangible goods and subscriptions and provides among the best out-of-the-box
Apparound is a cloud based mobile app that digitises sales content and sales processes. Developed to help companies improve sales productivity, Apparound simplifies the sales process for sellers and makes the buying process easier for customers. The Apparound solution includes brochures, product specifications, presentations, videos, product catalogues and real time quoting. The seller is guided through the sales cycle presenting the right content to customers, quoting in real time and getting
Powertrak CPQ is a visual quoting, ordering and configuration solution suite. It features cloud-based guided selling, product configurations, visual 2D and 3D (drag-and-drop) product configurator, and virtual reality and augmented reality experiences. Powertrak 2D/3D Product Configurator enables users (sales, customers, partners, resellers, and distributors) to build, design, quote, and order/buy make-to-order products using an interactive (drag-and-drop) and visual experience. Powertrak's co
Sales organizations and businesses of all kinds are often faced with a similar task: producing accurate, professional, and quick sales quotes for prospects while eliminating errors and inefficiencies. Configure price quote (CPQ) software helps address this issue by automating a large portion of the quote and proposal process while maintaining personalized and customizable offerings. Ideally, salespeople can deliver the proper proposal to each customer based on their specific wants and needs.
Configure — As we are often reminded, we do not live in a one-size-fits-all world. In fact, we have grown to not only anticipate that everything will be customized to our wants and needs, but to expect it. As consumers, our preferences are based on what we like, from music playlists to personalized shoes. Businesses are driven by something similar, though it’s less about "want" and more about "need."
If you sell B2B, you must address this need with unique combinations of products and services that deliver precisely what your buyers are looking for. If you can’t accomplish this, you better believe your competition will. CPQ software can provide your sales team with tools to configure offerings, follow business rules, and customize proposals, helping to keep your customers smiling and satisfied.
Price — If you’re a bargain hunter, you can relate to this: There are few businesses that sell products at full list price to all customers in all situations. Can you imagine life without clearance sales or special offerings?
CPQ software facilitates many different pricing options, including special pricing, bundle pricing, or volume pricing. And if you’re managing salespeople, it’s likely that one of your sales reps likes to apply extra discounts that may or may not be realistic. It can certainly be embarrassing when you misquote prices to a customer, and this can even result in a lost deal. As a result, keeping track of current pricing, discount rules, and bundle pricing can be a headache. More importantly, it can be catastrophic to the bottom line when discounts are applied incorrectly or inconsistently.
CPQ software aids in managing pricing for all your products and services. It enables your sales team to create custom quotes with consistent pricing, including available discounts, quickly and accurately. Advanced pricing rules can be configured to handle volume discounts, percent-of-total subscriptions, prenegotiated contract pricing, and channel and partner pricing. With CPQ systems, you can rest assured that your pricing is accurate and optimized.
Quote — Deals don’t have the chance to close until you present a quote or proposal. Sales reps spend a significant amount of time and effort to earn the opportunity to present a quote to a customer, meaning they need to create the quote correctly and quickly. Not only that, but it needs to represent the business in a carefully crafted, custom, and professional manner.
CPQ software provides the solution. With just a few clicks, sales reps can create quotes, send them in an email, and even include an e-signature or integrate with e-signature software to close the deal. CPQ software automatically pulls in the configured products and pricing, tying the whole process together and ensuring consistency throughout the customer experience.
Key Benefits of CPO Software
CPQ software allows businesses to more efficiently and effectively configure, price, and quote their products and services. Sales teams use the software to accelerate the sales process and eliminate long lead times while also improving quoting accuracy.
Your CPQ solution can quickly become an irreplaceable tool in your price quote process and overall sales process, empowering your reps with guided selling and fast, accurate quotes. There are a number of potential benefits to your sales staff, especially if your reps have a high volume of configure price quote scenarios or plan to in the near future.
Simplify quoting process — Users of CPQ cloud tools consistently say that the software provides a huge benefit during the quoting process. Because the software stores pricing and sales data, sales representatives are able to create quotes with improved accuracy on a consistent basis. Since all of the sales data is housed in one central location, you can eliminate the piles and piles of spreadsheets from your quote generation process. This results in a greatly reduced quote reduction time, enabling sales reps to spend more time selling.
Many businesses require extremely complex quoting processes due to different contract types and business rules. With CRM software, you can create a quote that automatically abides by whatever limiting parameters may exist. By configuring the tool to your quoting needs, you can eliminate errors and allow new sales reps to get up and running faster.
Improve approval process — Sales approval processes can be tedious and disorganized. Sending individual emails out to all involved in the process can result in approvals getting lost in the shuffle and, in turn, wasted time between the salesperson generating the quote and the customer receiving it. CPQ software can automate this process so that the moment a quote is created, it is automatically distributed to all employees involved in the approval process. Additionally, once a quote is approved by all hands, the quote can be automatically, electronically delivered to the customer.
CPQ software also allows you to configure the process to your needs. So if a sales rep wants to generate a common quote with no special pricing or details, that quote can go directly to a customer. However, you can configure the software to trigger approval if a certain discount is quoted. Since CPQ tools support so many different pricing scenarios, approvers don’t need to waste their time on every quote but, rather, the ones that call for a closer look.
Gain sales insights — CPQ software compiles and stores all of the sales data generated on its system. By tracking all of this information in one central location, sales teams can gain valuable insights into what is working and what’s not. This data is useful in determining things like how often products are being discounted and how long a sales approval takes. You can also search previous sales transactions which can be useful for copying, revising, and clarifying orders.
This data can be extremely useful for sales teams’ future decision-making. CPQ software offer real-time analytics, so you can have an up-to-date view of market trends and which products are performing well and which aren’t. This kind of information can lead to bigger deals closed quicker.
A CPQ tool can be hugely beneficial to a business by optimizing pricing while making a complex quoting more efficient. However, these products are generally only employed by sales departments within large and mid-sized businesses. Small businesses often don’t consider investing in such a tool because of the perceived expense and complexity of it.
Over the last several years, many vendors have begun offering CPQ solutions that are affordable enough for small businesses. As more and more small businesses have decided to invest in a CPQ tool, it’s becoming clear that the software can be used as a platform for both growth and risk mitigation.
Risk mitigation comes into play when you have long and complex sales processes. Enterprise businesses often have to deal with complex sales processes, and due to their inherent complexity, errors are commonplace. Given the size of a potential deal, an error in quoting or pricing could result in a huge loss in revenue. Also, these types of sales processes are lengthy, often causing customers to become frustrated, which could result in a lost deal.
Because small businesses often don’t have highly complex sales processes, there’s less risk to mitigate, therefore, CPQ tools seem to provide less of a value. The truth is, CPQ software can be the impetus for a growth spurt.
A small business usually requires its employees to be utility players. A salesman may be spending several hours a week doing tasks that aren’t related to pursuing new sales—helping the operations team coordinate shipping schedules, for example. One of the tasks that can take up a substantial amount of a salesperson’s time is pricing and quoting. Small companies with ambitions to grow should consider investing in a CPQ tool to enable their sales teams to spend less time creating quotes and more time selling.
No matter how you sell, whether door-to-door or through an e-commerce website, you’ll want to provide accurate quotes and proposals in a timely manner. Configure price quote software is designed with features to simplify this effort and optimize your quote-to-cash (Q2C) process.
Q2C is an overarching business process comprising several, more granular business processes, all of which are related in some way to driving and managing revenue. The cyclical process usually starts with opportunity management and ends with analysis and forecasting, looping back when the latter is complete to start all over again. For more information about the quote-to-cash (Q2C) process, visit the full Q2C Guide here. You can also explore the quote-to-cash software category.
CPQ software is an integral part of this process, fitting in between opportunity management and contract management. CPQ helps grease the Q2C wheel by providing customers with customized products and quotes from the beginning of the process.
Configure — If you don’t consider opportunity management to be part of the Q2C process, then configuration is your launching point. Product or service configuration comes into play once you’ve engaged a prospective customer. The first step is understanding the needs of a prospect. From there, the goal becomes tailoring your product or service offerings to create something best-suited for the potential customer. Sales teams typically have rules in place in terms of what they can offer—this is where CPQ software comes to the rescue. Many sales teams use software to assist in configuring product or service offerings.
Guided selling is a configuration-related feature in some CPQ products. This can involve timely recommendations based on customer preferences or needs and intelligent feedback to reps at different points in the configuration.
Price — Once you’ve configured your product or service offering to your client’s specifications, it’s time to provide your prospect with a price. This is easier said than done, especially for a complicated configuration of a product or service. A large portion of the pricing process comes down to determining the optimal price for an offering—if you’ve configured a product with hundreds of different parts, software can be beneficial to help sort things out. Salespeople also need rules for pricing options, such as a maximum permitted discount or an allowable incentive structure. Optimizing your pricing standards, and adhering to them, is crucial to maximizing profit.
Pricing and discounting features assist the user with assembling the most accurate price at the highest possible profit margin. These tools are configured based on up-to-date rates and pricing rules related to your business, your industry, and your region.
Quote — Once everything is built out to a prospect’s specifications, providing a quote is the culmination of the configuration and price processes. The quote is the documentation of the unique configuration and associated price and is what the prospect will use to make a buying decision. A quote should itemize all of the products and services being offered, as well as include any terms and conditions associated with the deal. It is generally understood that a quote is not a final offer but, rather, an effective way to display what is being offered and generally how much products or services cost. Businesses often negotiate after providing a quote, and sales teams can use configurable products to assist in the quoting process. It is important that a salesperson can provide a quick, accurate quote to a prospect to maintain engagement. This is where CPQ software is valuable, as they often have functionality to accomplish this while also reinforcing the value provided by the offer.
CRM compatibility — Most configurator and quotation products are built to work with at least one existing customer relationship management (CRM) tool. Some are native to specific CRM systems, while others are designed to integrate with multiple CRM products. If your company uses CRM software, it is important to choose a CPQ platform that operates seamlessly with it.
Customization — Every company will have its own set of needs for its CPQ software: different products, discounts, bundles, and more. The product you select must be able to fit all the needs of your sales team and the products you offer.
Mobile — The ability for your sales reps to create quotes in the field via their smartphones or tablets can cut down the time of your sales cycle. It is important to understand the functionality of a configurator and quotation software’s mobile offering and the different platforms on which it is available.
Mobile capabilities are tied to the product’s deployment, whether cloud or on-premise. Cloud-based CPQ software allows your team to work within the program from anywhere on multiple devices. The subscription-based pricing model of cloud-based CPQ software is often appealing to companies expecting rapid growth. On-premise CPQ software offers more security and can be used with an internet connection.
Branded contracts — Small details, like branding on sales documents, go a long way in impressing customers and closing deals. Through your CPQ cloud or on-premise solution, you may be able to produce contracts and proposals with the added touch of logos or other brand signifiers.