Best CPQ Software with Document Management Capabilities

Salesforce CPQ is designed to help sales teams configure products, set accurate pricing, and generate quotes quickly and efficiently. Salesforce CPQ automates complex sales processes by guiding reps through product selection, pricing, and approval workflows, ensuring that quotes are accurate and compliant with company policies. Salesforce CPQ enables faster, more accurate quotes, providing a smoother experience for customers while helping sales teams control profit margins through managed discounts and approvals. Our latest innovation, Salesforce Revenue Cloud, expands on the features that have made Salesforce CPQ a market leader to now support the entire revenue lifecycle. Revenue Cloud integrates seamlessly with Salesforce's agent-powered CRM to unify revenue operations with the power of the core Salesforce platform. Salesforce Revenue Cloud streamlines the entire quote-to-cash process with tools that go beyond quoting to support contracts, order management and invoice management in one place. Purpose-built to fit any revenue model and any sales channel with centralized data, Salesforce Revenue Cloud makes it easier for sales and finance teams to collaborate and speeds up deal and payment cycles. Revenue Cloud includes: * A flexible product catalog and pricing system for all sales channels * Tools for managing quotes, orders, and pricing from anywhere * Contract management for negotiating and tracking agreements * Order management to streamline fulfillment and delivery * Invoice management to calculate penny-perfect invoices to send to your ERP

DealHub is the Agentic Quote-to-Revenue (Q2R) platform designed for the AI era. We empower high-growth SaaS and forward-thinking enterprises to fully consolidate, automate, and accelerate their entire revenue lifecycle, from initial quote generation through final cash collection and revenue recognition. DealHub gives enterprises ultimate flexibility, enabling the rapid design, launch, and scale of any modern monetization model, such as Sales-Led Growth (SLG), Product-Led Growth (PLG), Self-Serve, Subscription, Usage-Based, and AI Consumption models. The unified platform replaces fragmented revenue tools, integrating critical capabilities into one orchestrated engine, including AI-Powered CPQ (Configure, Price, Quote), CLM (Contract Lifecycle Management), Subscription Management & Billing, Revenue Recognition, Digital DealRoom, and Composable API-first Headless Quoting. Enterprises choose DealHub to drive revenue at AI scale, leveraging real-time revenue visibility and predictability across all revenue streams via live ARR, usage, churn, and forecast dashboards. DealHub offers seamless, native integration with all leading CRMs, including Salesforce, Microsoft Dynamics, and HubSpot, ensuring customers achieve faster time-to-value. DealHub is trusted by global leaders, including Intuit, Gong, Kore.ai, SpotOn, and Braze.

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-channel customer experiences, while eliminating quote-to-cash friction.

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, faster.

Integration | Price | Support | Features QuoteWerks is a market-leading Configure, Price, Quote (CPQ) solution that helps businesses streamline their sales quoting and proposal process. Trusted by over 35,000 users in 100+ countries, QuoteWerks integrates with over 115 CRMs, PSAs, and accounting systems — including HubSpot, Salesforce, ConnectWise, Autotask, and QuickBooks — eliminating double entry and ensuring data accuracy across your tech stack. With QuoteWerks, sales teams can quickly create professional quotes and proposals, automate approvals and purchasing, and track customer engagement through QuoteValet. Customers choose QuoteWerks for its reliability, affordability, and legendary support — delivering enterprise-grade CPQ capabilities without enterprise-level complexity or cost.

PandaDoc empowers more than 50,000 customers to create, manage, e-Sign, and notarize all their documents with ease. We provide a digitized and centralized workflow platform that minimizes inefficiencies, which can lead to gains in productivity. Thanks to PandaDoc, you can focus on the important tasks at hand, rather than being bogged down with time-consuming busywork. For more information, including pricing and product features, visit us at www.pandadoc.com.

Make your competitors’ proposals look primitive with Qwilr. Send proposals, generate quotes, collect sign-off, and get paid – all in one place. Trusted by 5,000+ organizations including OpenTable, Thomson Reuters, Drata, Yale University and more, Qwilr helps sales teams close deals faster by turning static proposals and quotes into interactive, trackable web pages. With Qwilr, you can… Create impressive, interactive proposals: Engage buyers with dynamic proposals featuring videos, interactive pricing, calendar links and more Get deals closed faster: Get deals signed with legally-compliant e-signatures and collect payments instantly with our integrated payments solution, QwilrPay Track buyer engagement: See what your buyers view and click on, and use this to tailor your follow-ups. Get real-time alerts via Slack or email when buyers take action Keep every page consistently branded: Standardize your proposals, automatically applying your fonts and colors to every page Scale your process with automation: Connect Qwilr to Salesforce, HubSpot, Pipedrive or Zoho and automate proposal creation. Improve team efficiency: Create reusable templates and content blocks, so that reps never start from scratch Thousands of sales teams use Qwilr to modernize their proposal process, impress buyers, and close deals faster. Try Qwilr free for 14 days: https://qwilr.com/

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 right message at the right time automatically, ensuring the highest likelihood of payment, while enabling prompt, efficient customer communication. Never have another vendor payment not accounted for, assign vendor bills for review and approvals. Leverage our workflow automation and approval engine to route all your bills for optimized payments. Enable subscription/recurring billing, progress billing, invoice creation, automatic payments, payment plans, late fees, coupons, online billing and interactive customer portals, all integrated and synced with your current accounting and CRM systems. Payment tokenization and automated failed payment recovery ensures no payment is missed and all data is secure. 2. Sales & Success Automation (QTC, CPQ, NPS, eSign): Automate quotes for prospects, control your pricing and close deals faster with our QTC and CPQ features. Everything from creating a quote to collecting cash from customers. Empower your sales and success team to handle the QTC process and remove departmental bottlenecks. No more second-guessing, let your sales team handle all aspects of new contract creation within a clearly defined framework - from quote to eSignature and payment. Share all historical communication data, files, documents, invoices and contracts across your whole team from the customer manager. Use Armatic's build in contact center to communicate with your customers. Leverage the Armatic Net Promoter Score engine to join companies that have grown 2x faster vs the competition. Empower your teams to make better decisions backed by customer feedback. 3. Human Capital Automation (eNPS, Employee Advocacy, Contracts, eRecords): Measure and improve your employee satisfaction with the Armatic employee NPS. Create communication feedback loops with your employees to drive loyalty and employee engagement. Amplify your companies social reach with Employee Advocacy. Leverage the social networks of your employees, by providing them an easy way to share approved company information. Your companies social posts reach a magnitude of prospects and potential new hires. Provide your HR team and managers across your organization a solution to eSign, store and manage securely all employee contracts. Share all historical communication data, files, documents, employee contracts and NDAs across your whole team. The Armatic employee contact manager provides your team instant and easy access to all employee relevant information, including communication data, contracts, and HR related notes.

Epicor CPQ (formerly KBMax) is a cloud-based solution that streamlines sales, engineering, and manufacturing processes for complex, customizable products. With Epicor CPQ, product configuration, pricing, and quoting can be done interactively and visually - anytime, anywhere. Epicor CPQ allows sales reps, website visitors, distributors, and partners to easily configure products in 2D, 3D, and Augmented or Virtual Reality formats. The system ensures all configurations comply with sales and manufacturing rules, enabling self-service with confidence and zero errors. By automatically generating prices, quotes, CAD drawings, and bills of materials, Epicor CPQ enhances efficiency and connects teams. Integration and automation drive agility, speed, and collaboration while reducing costs.

Conga CPQ is a powerful, enterprise-grade solution that streamlines complex sales processes—empowering revenue teams to configure accurate quotes, manage pricing rules, and generate professional proposals faster and more efficiently. Built for flexibility and scalability, Conga CPQ helps companies shorten sales cycles, eliminate errors, and accelerate revenue with confidence. Whether you're selling simple SKUs or complex bundled solutions, Conga CPQ provides the automation and intelligence needed to win deals faster. Key Features of Conga CPQ to transform your sales process: Guided Selling: Empower sellers with intuitive workflows that guide them to the right products, bundles, and pricing based on customer needs. Dynamic Pricing & Discounting: Automate pricing rules, tiers, approvals, and discounting strategies to maintain margin control while increasing speed. Complex Configuration Management: Configure even the most intricate products, services, and bundles with ease, thanks to robust rules and logic. Document Generation: Instantly generate branded, professional quotes and proposals using Conga Composer or integrated document tools. Built-In Approvals Workflow: Route pricing, legal, and custom approvals automatically to reduce bottlenecks and ensure compliance. Native Salesforce Integration: Seamlessly embedded in Salesforce Sales Cloud for a unified, user-friendly quoting experience. Analytics & Reporting: Gain real-time visibility into quote performance, pricing trends, and sales cycle bottlenecks. Scalable Architecture: Designed to grow with your business and support global operations, from SMBs to Fortune 500s. Why Conga CPQ stands out in the CPQ Market: Conga CPQ sets itself apart in the CPQ landscape by offering unmatched flexibility, deep Salesforce integration, and robust configuration capabilities—all within a scalable, enterprise-ready platform. Unlike other CPQ tools that struggle with complexity or require heavy customization, Conga CPQ adapts to your business rules and sales processes with minimal overhead. Stronger Salesforce Alignment: As a native Salesforce solution, Conga CPQ reduces friction, improves user adoption, and accelerates deployment compared to bolt-on or standalone tools. Enterprise-Ready Flexibility: Handles everything from simple quotes to highly complex, multi-tiered product configurations without sacrificing speed or control. Speed to Revenue: With guided selling and automated approvals, Conga CPQ shortens time-to-quote and accelerates deal closures. Unified Revenue Lifecycle: As part of the Conga Revenue Lifecycle Cloud, Conga CPQ integrates tightly with Conga CLM, Billing, and Sign, enabling a seamless quote-to-cash experience.

Quote | Propose | Close ConnectWise CPQ is a cloud-based quoting and proposal automation platform built for IT solution providers, managed service providers (MSPs), and technology resellers who need a faster, more accurate way to quote, propose, and close deals. Designed specifically for the IT channel, it streamlines complex sales processes, enhances pricing accuracy, and enables teams to create professional quotes in minutes. With guided selling, automated sales coaching, and deep integrations into leading CRMs and PSA systems, ConnectWise CPQ empowers MSPs and IT providers to standardize their sales cycle, reduce manual errors, and maintain real-time visibility into deal activity and pipeline performance. Quotes and proposals are delivered through an interactive online experience, where customers can configure options, review pricing instantly, and approve via built-in eSignature—accelerating the sales process. Key features include: -Live distributor pricing from Ingram Micro, TD Synnex, and other major IT distributors -Seamless CRM integration with Salesforce, Microsoft Dynamics, NetSuite, Autotask, and ConnectWise PSA -Cisco product quoting and centralized product catalog management -Branded quote and proposal templates that ensure a consistent, professional customer experience -Automated sales pipeline updates for accurate forecasting and improved sales management -Secure, online quote delivery with built-in eSignature to shorten deal cycles ConnectWise CPQ provides MSPs and IT resellers with a comprehensive quoting and proposal solution designed to enhance sales efficiency, improve accuracy, and close deals more quickly—making it an essential tool for any technology business seeking to grow revenue and streamline sales operations.

Configure One Cloud from Revalize is the most powerful CPQ (Configure, Price, Quote) solution to accelerate sales cycles, streamline processes, and drive operational efficiency. Backed by more than 20 years of manufacturing industry experience, our platform enables teams and sales channels to create unique product configurations, instantly calculate pricing, send detailed quotes to customers with production data, and secure orders all from a single application. Join hundreds of manufacturing leaders who are making Configure One Cloud the cornerstone of their digital transformation. Configure One Cloud is proud to be part of Revalize, a leader in CPQ, PLM, and design solutions that provide a more efficient route from idea to cash. We help more than 15,000 customers across the globe to better design, model, develop, and sell $100B in products annually. Wherever your business journey starts, greater outcomes start with Revalize.

Apparound is the all-in-one sales tool designed to empower sales teams to focus on what they do best: selling. It helps boosting efficiency for both new and seasoned sales representatives, offering the tools and information necessary to maintain high levels of productivity. Apparound creates an engaging and interactive sales experience, simplifying the process for customers with complex requirements to identify and purchase exactly what they need. This user-friendly platform ensures that the sales process is streamlined and error-free, thanks to guided selling tools that help reps generate precise quotes and contracts quickly, with the added convenience of the eSignature functionality. The platform offers unparalleled visibility into your sales pipeline, providing real-time insights that enable you to optimize your sales strategy and consistently meet your targets each quarter. Recognized by the Gartner® Magic Quadrant™ for Configure, Price & Quote Application Suites since 2018, Apparound stands out as a trusted and reliable solution in the sales automation landscape for many different industries, such as Utilities, Telecommunications, Software & Service, Manufacturing and Retail. Apparound works as a native app on smartphones and tablets, fully supporting iOS, Android, and Windows devices. Designed to be customer-facing, the app functions offline too, providing content and real-time quotes without a connection. It seamlessly integrates with popular CRM and ERP systems, ensuring easy connectivity to your back-office software. Apparound's suite of functionalities includes: • Content Management: Organize, manage and share all your sales & marketing content in one place, ensuring your team has access to the most up-to-date information and resources (presentations, brochures, videos, price lists, etc.). • CPQ (Configure, Price, Quote): Simplify the configuration, pricing, and quoting process with tools that ensure accuracy and speed with every offer. Ensure correct discounts for both simple and complex offers. • Contract Generator: Automatically generate contracts based on the latest commercial policies and agreements, reducing errors and saving time. • eSignature: Close deals faster with electronic signature capabilities that make signing contracts convenient and secure. • Digital Sales Room: Create a virtual space where customers can explore your offerings, ask questions, and engage with your sales team in real time. • Reporting and Sales Analytics: Gain deep insights into your sales performance with analytics and reporting tools that help you make data-driven decisions. • Sales Agenda: Keep your sales activities organized and on track with a comprehensive agenda tool that ensures sales representatives never miss an important meeting or deadline. • Reseller Portal: Empower your network with a dedicated portal that provides them with the tools to be autonomous in managing user profiles and permissions on the app. Apparound is the ultimate platform for enhancing sales teams’ productivity, close more deals faster, and create a more engaging buying experience for your customers. With Apparound, you can transform your sales process and achieve greater success. Contact us for a demo!

Expedite Commerce is leading a transformative shift in revenue operations by embedding advanced AI into our cloud-based platform. Our AI-first solutions redefine the lead-to-cash process, enabling businesses to accelerate growth, optimize operations, and enhance customer engagement. Our offerings include AI-powered Configure-Price-Quote (CPQ), AI-powered Contract Lifecycle Management (CLM), Digital Experience Platform, eCommerce, and Recurring Billing solutions, all built to deliver impactful business outcomes. From Lead to Cash For Revenue Operations, Expedite Commerce provides a comprehensive suite of solutions, including Digital Experience Platform, eCommerce Storefront, AI-CPQ, and AI-CLM. Our intelligent automation and AI capabilities help sales teams breeze through quoting and contracting, allowing them to focus on engaging buyers effectively. From Subscription to Cash For Revenue Management, we offer Order Management, Subscription Billing, Revenue Recognition, and Revenue Forecast software, tailored for subscription-based B2B businesses. Our platform makes managing dynamic subscriptions and billing seamless, ensuring CFOs and finance leaders have real-time visibility and control over revenue streams. The Expedite Commerce Advantage Deep AI Integration: Our platform leverages advanced AI to streamline complex business processes, enabling faster quoting, contracting, and billing. Market Leadership: Positioned at the forefront of the AI revolution in revenue operations, we help our customers get an unfair advantage in a competitive market. Proven Track Record: With a global client base across 50 countries, we've demonstrated our ability to deliver meaningful, measurable results. Who We Empower Our solutions are designed for forward-thinking leaders in: Sales Operations: Free your sales team to focus on buyers by automating repetitive tasks, drive rep adoption with simplified user experience, accelerate sales with AI-powered interactions.  Marketing Operations: Drive seamless alignment between marketing and sales to exceed revenue goals, guide customers to the right products with digital guided selling, and help sales teams close deals faster with personalized deal rooms for customers.  Finance Operations: Optimize billing, revenue recognition, and forecasting for both physical products and subscription products, no matter how complex the products.  Industries We Serve We support industries where innovation is essential: SaaS Manufacturing XaaS IoT Communications Why Expedite Commerce? Expedite Commerce helps businesses achieve a seamless AI-first transformation with at least a 5x productivity impact. We make your transition to AI effortless, empowering you to lead in a fast-paced digital landscape. Whether it's engaging buyers more effectively, accelerating sales cycles, or driving sustained growth, Expedite Commerce has you covered. Join Our Mission We're reshaping the future of commerce through AI innovation. Join us and discover how Expedite Commerce can be the catalyst for your business transformation.

Zilliant helps companies unlock the power of pricing by putting pricing at the heart of every business. Zilliant enables companies to manage the entire pricing lifecycle on a single platform so they can create better buying experiences and drive profitable growth. With Zilliant for Pricing, companies can: 1) Improve Margins through Optimized Pricing: Create a single source of truth for pricing to react quickly to market fluctuations and determine the best pricing strategy 2) Deliver Pricing Across Every Buying Channel: Ensure optimized list and customer-specific pricing is consistent across direct sales, partners, and self-service 3) Close Deals Faster while Increasing Financial Control: Provide guardrails for sales and customers to close their own deals that deliver pricing within corporate strategy guidelines Improve Win Rates with AI-Driven Deal Opportunities: Bring together pricing data, sales workflows and AI to identify and execute on time-sensitive, cross-sell and upsell opportunities Zilliant's solutions include: • Zilliant Price Management & Optimization - Gain control and speed with the right price while improving margins • Zilliant Revenue Intelligence - Transform insights into sales actions to accelerate revenue • Zilliant CPQ - Streamline the sales process to win deals and improve buying experiences