Best CPQ Software with Document Management Capabilities

Salesforce Revenue Cloud is a tool that manages revenue, from Parts & Quote Management to Billing & Invoicing, and integrates with other Salesforce products. Reviewers appreciate the platform's automation, ease of creating and updating quotes, and its ability to handle complex business models and provide clear revenue visibility. Users reported that the setup and customization can be complex and time-consuming, the user interface could be improved, and the product can be expensive to implement.

Conga CPQ is a product that allows users to handle multiple tasks such as configuring products, creating price lists, setting constraint rules, and establishing price metrics and product attribute rules all in one single window. Users frequently mention the product's flexibility and large level of customization, its ability to handle various use cases, and its user-friendly interface that saves significant time by eliminating the need to switch between different windows. Users experienced challenges with the complex product structure and heavy pricing, issues with the refresh rate of the Order CPQ web page, and difficulties with upgrading Conga CPQ to a new version.

DealHub.io is a platform that offers features such as form field creation, auto-generation of order forms, and integration with CRM systems to streamline the quoting process and standardize quotes. Users frequently mention the efficiency and accuracy of the quoting process, the ability to keep all information in one place, and the seamless integration with CRM systems as major benefits of using DealHub.io. Reviewers mentioned challenges in finding documentation, setting up complex workflows and advanced functions, and navigating large proposals or managing multiple integrations as some of the difficulties encountered while using DealHub.io.

Oracle CPQ is a tool that streamlines sales processes, provides guided selling, price optimization, and handles complex bundles with line items of more than 1000 products. Users frequently mention that Oracle CPQ is useful in their workplace, comfortable to use, helps automate complex processes of quoting, pricing, discounting, and approvals, and offers various business configuration options. Users mentioned that Oracle CPQ has a steep learning curve, issues with document generation, challenges with integrations, a complex interface, high costs, potential issues with support and maintenance, and limitations in handling complex industry use cases.

SAP CPQ is a tool designed to streamline the process of logging work expenses and reviewing them efficiently, with features such as receipt functions, categorization, and the ability to split expenses with internal employees. Reviewers frequently mention the ease of use, the tool's ability to handle complex sales without slowing down the process, its integration possibilities, and its ability to handle complex product and service configurations. Reviewers noted that the app can sometimes be clunky, with warning messages appearing even after all requested information has been provided, and the interface can feel complex for new users, requiring significant effort for setup and maintenance.

QuoteWerks is a software used for generating quotes and proposals, managing product and service cataloging, and streamlining the workflow from quote to cash. Reviewers appreciate the software's ability to handle complex configuration bundles, its integration with other tools and CRM systems, and the speed and efficiency of building quotes. Reviewers mentioned that QuoteWerks lacks effective port tracking and customer engagement visibility, has a need for better centralized storage, and the initial setup can be time-consuming.

Qwilr is a proposal creation tool that integrates with CRM systems, offers tracking capabilities, and allows for customization and interactivity in proposals. Reviewers appreciate Qwilr's user-friendly interface, seamless CRM integration, and the ability to create interactive, visually appealing proposals with analytics and reporting features. Users mentioned limitations in customization options, issues with specific integrations, difficulties with certain formatting aspects, and challenges in locating and managing documents.

PandaDoc is a digital platform that facilitates the creation, sending, and tracking of documents, and offers electronic signature capabilities. Reviewers frequently mention the ease of use, time-saving features, and seamless integration with other platforms as key benefits of using PandaDoc. Reviewers experienced issues with the pricing structure, occasional glitches in editing fields, and limitations in customization and advanced features.