# Best CPQ Software with Document Management Capabilities - Page 2 ## How Many CPQ Software Products Does G2 Track? **Total Products under this Category:** 237 ### Category Stats (Aug 2026) - **Average Rating:** 4.45/5 (↑0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** Kaseya Quote Manager (+6.61%) - Among all products in this category, Kaseya Quote Manager recorded the largest rating increase compared to last month _Last updated: August 01, 2026_ ## How Does G2 Rank CPQ Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 18,800+ Authentic Reviews - 237+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for CPQ Software ![G2 Grid® for CPQ Software plotting products by satisfaction and market presence](https://www.g2.com/categories/cpq/grids.png?focus%5B%5D=536&focus%5B%5D=276&focus%5B%5D=284&focus%5B%5D=296&focus%5B%5D=19019&focus%5B%5D=1179313&focus%5B%5D=4036&focus%5B%5D=2290) Highlighted products: Agentforce Revenue Management (formerly Salesforce Revenue Cloud), Conga CPQ, Oracle CPQ, SAP CPQ, DealHub AI, ServiceNow CPQ, PandaDoc, and Experlogix CPQ. Underlying data: [Grid® JSON](https://www.g2.com/categories/cpq/grids.json?focus%5B%5D=agentforce-revenue-management-formerly-salesforce-revenue-cloud&focus%5B%5D=conga-cpq&focus%5B%5D=oracle-cpq&focus%5B%5D=sap-cpq&focus%5B%5D=dealhub-ai&focus%5B%5D=servicenow-cpq&focus%5B%5D=pandadoc&focus%5B%5D=experlogix-cpq) **Sponsored** ### RevPal RevPal is a Revenue Operations firm built for SaaS companies that want their GTM teams, systems, and data working in sync. We help organizations reduce operational complexity by aligning processes across Marketing, Sales, and Customer Success, optimizing CRM performance, and implementing scalable workflows that support predictable, efficient growth and smoother cross-functional collaboration. Revenue Operations touches every part of the customer lifecycle. When systems are disconnected or processes aren’t clearly defined, teams waste time, data becomes unreliable, and pipeline becomes harder to manage. RevPal solves these issues by creating a unified operational foundation—bringing consistency to your CRM, automation, and reporting layers so each team can perform at its best and understand exactly what’s happening across the funnel. We provide RevOps services across CRM optimization, workflow automation, lifecycle and pipeline design, lead routing, sales process improvements, marketing-to-sales alignment, customer success handoffs, and GTM analytics. Our work spans Salesforce, HubSpot, data warehouses, enrichment tools, attribution systems, and the broader SaaS tech stack that modern companies depend on. What makes RevPal different is how deeply we integrate. We embed directly into your tools, systems, and communication channels to deliver proactive RevOps support instead of reactive cleanup. Your team gains a partner who understands context, moves quickly, and helps translate strategy into execution without slowing momentum or adding unnecessary complexity. Whether you’re scaling rapidly, overhauling outdated processes, or trying to reduce operational debt, RevPal provides the alignment, technical expertise, and hands-on execution to build a GTM system that’s durable, scalable, and easy for your teams to adopt. The result: cleaner data, consistent processes, faster decisions, and a GTM engine that runs smoothly from first touch to renewal. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=26&secure%5Bchosen_at%5D=2026-08-12T12%3A09%3A45Z&secure%5Bdisplayable_resource_id%5D=26&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=26&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1227487&secure%5Bresource_id%5D=26&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fcpq%2Ff%2Fdocument-management%3Ffilters%255Bverified_features%255D%255B%255D%3D428%26page%3D2&secure%5Btoken%5D=835b0c7a533cfe05fb04ddddcbc52fb8f81a2f6cd9de6a06e8b4aaa22500146f&secure%5Burl%5D=https%3A%2F%2Fwww.gorevpal.com&secure%5Burl_type%5D=company_website) ### [Vendavo](https://www.g2.com/products/vendavo-vendavo/reviews) 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, Vendavo delivers cutting-edge analytics and deep industry expertise that help companies stay one step ahead. Fun Fact: In 2020, during Vendavo's "Value Assessments" with its customers, customers validated over $667 million in annual benefits — an average of $21.5 million/customer. Vendavo is Headquartered in Denver, CO and has offices around the globe. **Average Rating:** 4.3/5.0 **Total Reviews:** 66 #### How Do G2 Users Rate Vendavo? - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.0/10) - **Workflow Management:** 8.1/10 (Category avg: 8.4/10) - **Contracts:** 8.6/10 (Category avg: 8.4/10) - **Pricing Administration:** 8.7/10 (Category avg: 8.5/10) #### Who Is the Company Behind Vendavo? - **Seller:** [Vendavo](https://www.g2.com/sellers/vendavo) - **Company Website:** www.vendavo.com - **Year Founded:** 1998 - **HQ Location:** Denver, Colorado - **Twitter:** @Vendavo 6,204 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=978da22213979a1fcdcb064bf9903e3f95455f787b5467fd6c4e471cb26d7fdb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F14613%2F&secure%5Burl_type%5D=linkedin_company_website) 464 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Machinery, Computer Software - **Company Size:** 38% Large, 38% Medium #### What Do G2 Reviewers Say About Vendavo? _AI-generated summary from verified user reviews_ ##### Pros - Users value Vendavo for its **effective pricing optimization** , enhancing B2B pricing strategies and improving margin management. - Users value the **solid framework and analytics capabilities** of Vendavo for effective B2B pricing management. - Users find Vendavo’s platform to be **user-friendly after initial learning** , greatly enhancing pricing and approvals efficiency. - Users appreciate the **easy integrations** with SAP, allowing smooth data flows after initial configuration adjustments. - Users find Vendavo's **integrations with ERP systems** to be surprisingly painless, enhancing data flow and usability. ##### Cons - Users struggle with the **complexity of implementation** , facing a steep learning curve and performance issues with large datasets. - Users face **difficult customization** challenges, leading to high consultancy costs and a need for extensive training. - Users face a **difficult learning process** with Vendavo, requiring extensive training and struggling with a complex interface. - Users find that **customization can be quite expensive** due to high consultancy fees and ongoing dependencies. - Users experience **lagging performance** with large datasets, causing frustration and hindering quick pricing tasks. #### What Are Recent G2 Reviews of Vendavo? **["Vendavo PA"](https://www.g2.com/survey_responses/vendavo-review-4576703)** **Rating:** 4.5/5.0 stars _— Vladimir B._ [Read full review](https://www.g2.com/survey_responses/vendavo-review-4576703) **["Excellent for Pricing Insights and Margin Optimization"](https://www.g2.com/survey_responses/vendavo-review-11968271)** **Rating:** 4.0/5.0 stars _— charlotte s._ [Read full review](https://www.g2.com/survey_responses/vendavo-review-11968271) ### [iQuote Xpress](https://www.g2.com/products/iquote-xpress/reviews) 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. **Average Rating:** 4.5/5.0 **Total Reviews:** 11 #### How Do G2 Users Rate iQuote Xpress? - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.0/10) - **Workflow Management:** 9.2/10 (Category avg: 8.4/10) - **Contracts:** 8.3/10 (Category avg: 8.4/10) - **Pricing Administration:** 8.3/10 (Category avg: 8.5/10) #### Who Is the Company Behind iQuote Xpress? - **Seller:** [iQuote Xpress](https://www.g2.com/sellers/iquote-xpress) - **Year Founded:** 2009 - **HQ Location:** Studio City, CA - **Twitter:** @iQuoteXpress 629 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=24a9ee713351ef883f07d5287cbdb6ad4c71b64fcbb4c97254ef7b8f1568be16&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1108212%2F&secure%5Burl_type%5D=linkedin_company_website) 21 employees on LinkedIn® - **Phone:** 1+818-765-3149 #### Who Uses This Product? - **Company Size:** 82% Small, 18% Medium #### What Are Recent G2 Reviews of iQuote Xpress? **["IQX made it easier and faster to make sales quotes"](https://www.g2.com/survey_responses/iquote-xpress-review-5001886)** **Rating:** 5.0/5.0 stars _— Matt C._ [Read full review](https://www.g2.com/survey_responses/iquote-xpress-review-5001886) **["Easy to use, editing and adding new product is a breeze, exceptional support from staff"](https://www.g2.com/survey_responses/iquote-xpress-review-4020865)** **Rating:** 5.0/5.0 stars _— Philip W._ [Read full review](https://www.g2.com/survey_responses/iquote-xpress-review-4020865) #### What Are G2 Users Discussing About iQuote Xpress? - [What is iQuote Xpress used for?](https://www.g2.com/discussions/what-is-iquote-xpress-used-for) ### [XaitCPQ](https://www.g2.com/products/xaitcpq/reviews) XaitCPQ (Formerly known as Blueprint CPQ) captures all of the complex product, pricing, and business rules in one central place for automating and streamlining actions in real time. This allows you to have everything you need at your fingertips to close deals faster, with better collaboration, control and transparency. In other words; We Make it Easier for Customers to Buy from You! The benefits of a CPQ, automated pricing and quoting system are many: \* Drastically reduce the time to create and send a quote \* Streamline and automate quote generation and order transactions \* Reduce pricing errors and maximise margin by eliminating spreadsheets \* Maximize use from your existing software, integrates seamlessly into most CRM systems \* Introduce modern, better ways of working and set on course for growth. \* Reduce the burden and/or workload on your IT department Breaking new ground in the Lead-to-Order process, we help users with personalized, automated content at key buying stages through easy to use, engaging and intelligent web-based forms. We implement a "Buy Now, Scale Later" approach where we could have your sales teams using this software in days \* Get results FAST - easily reduce complexity and cost. \* Work smarter - encourage people to want to buy from you \* Make buying easy - engage people in your 'Lead to Order' process \* Scale and grow your business with ease. \* Maximize your revenue by drastically reducing pricing errors \* Stay ahead with an automated sales solution **Average Rating:** 4.4/5.0 **Total Reviews:** 40 #### How Do G2 Users Rate XaitCPQ? - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.0/10) - **Workflow Management:** 6.8/10 (Category avg: 8.4/10) - **Contracts:** 9.0/10 (Category avg: 8.4/10) - **Pricing Administration:** 8.0/10 (Category avg: 8.5/10) #### Who Is the Company Behind XaitCPQ? - **Seller:** [Xait](https://www.g2.com/sellers/xait) - **Year Founded:** 2000 - **HQ Location:** Sandnes, Norway - **Twitter:** @xaitgroup 701 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ce79042678f52dc98917353e81449ca890dd9b02eae61e89b6297f616c92a831&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F110126%2F&secure%5Burl_type%5D=linkedin_company_website) 94 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services - **Company Size:** 37% Medium, 35% Small #### What Do G2 Reviewers Say About XaitCPQ? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **affordability** of XaitCPQ, finding it easy to use and accessible on any device. - Users appreciate the **excellent customer support** from XaitCPQ, which is always accessible for assistance and inquiries. - Users value the **easy-to-use quote generator** that enables rapid and accurate quote creation across devices. - Users enjoy the **ease of use** of XaitCPQ, allowing for quick and precise quote generation on any device. - Users appreciate the **intuitive interface** of XaitCPQ, making quoting fast and easy across all devices. ##### Cons - Users find the **complex features** of XaitCPQ challenging, requiring frequent assistance for modifications and updates. - Users find the **complexity** of XaitCPQ challenging, often requiring assistance for modifications and updates. - Users find the **complex setup** challenging, requiring frequent assistance from XaitCPQ for modifications and updates. - Users experience **difficult customization** challenges with XaitCPQ, often relying on external help for modifications and maintenance. - Users find the **difficult learning curve** hampers independent modifications, often requiring assistance from XaitCPQ for updates. #### What Are Recent G2 Reviews of XaitCPQ? **["Quick & Secure Quote Generator"](https://www.g2.com/survey_responses/xaitcpq-review-8337590)** **Rating:** 4.5/5.0 stars _— Judy K._ [Read full review](https://www.g2.com/survey_responses/xaitcpq-review-8337590) **["Send more and faster quotes with exceptional customer support"](https://www.g2.com/survey_responses/xaitcpq-review-4862300)** **Rating:** 4.5/5.0 stars _— Mina B._ [Read full review](https://www.g2.com/survey_responses/xaitcpq-review-4862300) #### What Are G2 Users Discussing About XaitCPQ? - [What is CPQ in manufacturing?](https://www.g2.com/discussions/xaitcpq-what-is-cpq-in-manufacturing) - [What are CPQ applications?](https://www.g2.com/discussions/what-are-cpq-applications) - [Which is a benefit of Salesforce CPQ?](https://www.g2.com/discussions/which-is-a-benefit-of-salesforce-cpq) - [What is CPQ functionality?](https://www.g2.com/discussions/what-is-cpq-functionality) ### [Zilliant](https://www.g2.com/products/zilliant/reviews) 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 **Average Rating:** 4.4/5.0 **Total Reviews:** 59 #### How Do G2 Users Rate Zilliant? - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.0/10) - **Workflow Management:** 8.1/10 (Category avg: 8.4/10) - **Contracts:** 8.6/10 (Category avg: 8.4/10) - **Pricing Administration:** 8.7/10 (Category avg: 8.5/10) #### Who Is the Company Behind Zilliant? - **Seller:** [Zilliant](https://www.g2.com/sellers/zilliant) - **Year Founded:** 1999 - **HQ Location:** Austin, TX - **Twitter:** @zilliant 3,351 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1cc4b9c491f6fe3c97b83190d99b36b1ea4a3cb927b699e91596222ca3c1ecaf&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fzilliant&secure%5Burl_type%5D=linkedin_company_website) 174 employees on LinkedIn® - **Phone:** +1 512-531-8503 #### Who Uses This Product? - **Company Size:** 46% Large, 38% Medium #### What Do G2 Reviewers Say About Zilliant? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **streamlined pricing strategies** of Zilliant, enhancing decision-making and accuracy in pricing management. - Users value the **accuracy** of Zilliant, ensuring reliable pricing decisions and streamlined configurations. - Users value the **responsive customer support** of Zilliant, providing expertise and assistance whenever needed. - Users value the **data accuracy** of Zilliant, ensuring reliable pricing and streamlined decision-making processes. - Users value the **dynamic pricing accuracy** of Zilliant, enhancing decision-making with real-time insights and simplicity. ##### Cons - Users feel the need for improved **AI integration** in Zilliant to enhance functionality and effectiveness. - Users experience a **constant state of change** with Zilliant, lacking a clear roadmap and relevant use cases. - Users find the **complex implementation** of Zilliant requires more programming expertise than necessary, hindering usability. - Users experience **confusion** due to constant changes and unclear roadmaps, lacking relevant use cases for CPQ. - Users find the **difficult learning process** of Zilliant challenging due to excessive programming requirements. #### What Are Recent G2 Reviews of Zilliant? **["Data and science driven products to ensure pricing performance"](https://www.g2.com/survey_responses/zilliant-review-10463359)** **Rating:** 5.0/5.0 stars _— Julien O._ [Read full review](https://www.g2.com/survey_responses/zilliant-review-10463359) **["Streamlines Pricing Strategies and Enhances Decision Making"](https://www.g2.com/survey_responses/zilliant-review-11935975)** **Rating:** 4.5/5.0 stars _— charlotte s._ [Read full review](https://www.g2.com/survey_responses/zilliant-review-11935975) #### What Are G2 Users Discussing About Zilliant? - [How do you use Zilliant?](https://www.g2.com/discussions/how-do-you-use-zilliant) - [What is software pricing?](https://www.g2.com/discussions/what-is-software-pricing) - [How much does zilliant cost?](https://www.g2.com/discussions/how-much-does-zilliant-cost) - [What does Zilliant do?](https://www.g2.com/discussions/what-does-zilliant-do) ### [Verenia](https://www.g2.com/products/verenia/reviews) In today’s competitive business environment, manufacturers need a complete, robust front-end sales solution that is specifically designed to help internal and external sales reps quote and sell discrete, configurable products quickly and easily. A modern solution that is specifically built for the unique needs of manufacturers is the only viable, sound option. Verenia is designed and developed for makers of physical products, with a sales optimization and configuration solution that addresses their unique needs, increasing sales and reducing manufacturing costs. The solution produces 100% accurate quotes for complex, configurable, discrete products and features unique capabilities built to make manufacturers more efficient. **Average Rating:** 4.4/5.0 **Total Reviews:** 45 #### How Do G2 Users Rate Verenia? - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.0/10) - **Workflow Management:** 8.0/10 (Category avg: 8.4/10) - **Contracts:** 9.3/10 (Category avg: 8.4/10) - **Pricing Administration:** 8.5/10 (Category avg: 8.5/10) #### Who Is the Company Behind Verenia? - **Seller:** [Verenia](https://www.g2.com/sellers/verenia) - **Year Founded:** 2011 - **HQ Location:** Lisle, IL - **Twitter:** @VereniaOfficial 151 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f538073e94ed480707b57ac90c494a8ac57c59d346ac9c1d82888afa1e19548d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2822230%2F&secure%5Burl_type%5D=linkedin_company_website) 60 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Transportation/Trucking/Railroad, Information Technology and Services - **Company Size:** 76% Medium, 22% Small #### What Are Recent G2 Reviews of Verenia? **["A pleasure to use and outstanding customer service"](https://www.g2.com/survey_responses/verenia-review-3797238)** **Rating:** 5.0/5.0 stars _— Eric Y._ [Read full review](https://www.g2.com/survey_responses/verenia-review-3797238) **["One of the finest elements of Verenia CPQ is its convenience of usage"](https://www.g2.com/survey_responses/verenia-review-4217936)** **Rating:** 4.0/5.0 stars _— Jeff C._ [Read full review](https://www.g2.com/survey_responses/verenia-review-4217936) ### [Tacton CPQ](https://www.g2.com/products/tacton-cpq/reviews) Tacton is the leading Configure, Price, Quote (CPQ) SaaS partner for design to sales automation for industrial manufacturers. Our trusted configuration engine provides the backbone for your customers’ fast and flawless digital experience. With Tacton CPQ (Configure-Price-Quote), B2B manufacturers can maintain and sell highly customizable products as if they were standard. Our award-winning configuration and pricing engine, allows you to control your custom product’s thousands of parts and commercial rules with small set of constraint, generating millions of valid, builable and profitable product variants. With needs-based configuration, instant pricing for every configurator selection, real-time 3D product visualization and automatic generation of CAD files, your sales reps will be able to define, price and order complex and custom products, without sales engineering support. Let your sales engineers innovate your products and let your sales reps talk value with your customer. With Tacton’s rich APIs and integration solution, data from PLM, ERP, CAD and CRM can be leveraged in Tacton CPQ to remove your data silos. Tacton's Connect to Anying provides easy to use connectors for more than 600 enterprise applications - all powered by Workato. With Tacton’s omni-channel capabilities, you can offer Configuration, Pricing and Quoting of your products not only to direct sales, but also to resellers and end customer in self-service and eCommerce channels. This radically boosts your sales capabilities. With Tacton CPQ you will increase revenue, increase sales velocity, decrease sales costs and decrease costs of order errors and warranties. Sell with certainty – quote with confidence. In Gartner's Magic Quadrant for CPQ, Tacton has been recognized as a a leader for multiuple consecutive years. Tacton provides solutions to our global customers such as ABB, Bosch, Caterpillar, Daimler, MAN, Mitsubishi, Siemens, Toshiba and Yaskawa. Tacton is headquartered in Chicago and Stockholm, with regional offices in Karlsruhe, Warsaw, and Bogota. Tacton Trusted Configuration. Sales Made Simple for Complex Manufacturing. **Average Rating:** 4.3/5.0 **Total Reviews:** 50 #### How Do G2 Users Rate Tacton CPQ? - **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 9.0/10) - **Workflow Management:** 6.9/10 (Category avg: 8.4/10) - **Contracts:** 7.3/10 (Category avg: 8.4/10) - **Pricing Administration:** 7.6/10 (Category avg: 8.5/10) #### Who Is the Company Behind Tacton CPQ? - **Seller:** [Tacton](https://www.g2.com/sellers/tacton) - **Year Founded:** 1998 - **HQ Location:** Stockholm, Sweden - **Twitter:** @TactonSystems 1,180 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2f29bea6943ce8f64579a74e1e0f5da17cd8f3f377d26c897c069eaf9ef33088&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F43155%2F&secure%5Burl_type%5D=linkedin_company_website) 245 employees on LinkedIn® - **Phone:** +46 (0) 8 690 07 50 #### Who Uses This Product? - **Top Industries:** Mechanical or Industrial Engineering, Industrial Automation - **Company Size:** 63% Large, 19% Small #### What Do G2 Reviewers Say About Tacton CPQ? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** in Tacton CPQ, enhancing smart configurations and quick quoting processes. - Users value the **easy integrations** of Tacton CPQ, which streamline processes and enhance efficiency in configurations. - Users praise the **flexibility** of Tacton CPQ, benefiting from its versatile omni-channel capabilities and native visualization tools. - Users value the **implementation ease** of Tacton CPQ, highlighting its seamless integration and user-friendly features. - UsersValue the **seamless integrations** of Tacton CPQ, enhancing efficiency and streamlining their sales processes. ##### Cons - Users experience **dependency issues** with Tacton CPQ, leading to challenges in configuration and customization flexibility. - Users find the setup of Tacton CPQ **expensive** , which can be a barrier to effective implementation and use. - Users face a **steep learning curve** , making initial setup and customization challenging and time-consuming. - Users experience significant challenges due to the **limited customization** options in Tacton CPQ, affecting their usability. - Users find the **poor interface design** of Tacton CPQ unappealing, hindering overall usability and satisfaction. #### What Are Recent G2 Reviews of Tacton CPQ? **["Tacton CPQ"](https://www.g2.com/survey_responses/tacton-cpq-review-10552357)** **Rating:** 5.0/5.0 stars _— Harshit S._ [Read full review](https://www.g2.com/survey_responses/tacton-cpq-review-10552357) **["CPQ determines the right product to deliver based on customer needs to solve a problem."](https://www.g2.com/survey_responses/tacton-cpq-review-9894241)** **Rating:** 4.5/5.0 stars _— Verified User in Food Production_ [Read full review](https://www.g2.com/survey_responses/tacton-cpq-review-9894241) #### What Are G2 Users Discussing About Tacton CPQ? - [What is CPQ in manufacturing?](https://www.g2.com/discussions/what-is-cpq-in-manufacturing) - [What does CPQ mean?](https://www.g2.com/discussions/what-does-cpq-mean) - [What is Tacton CPQ?](https://www.g2.com/discussions/what-is-tacton-cpq) - 1 comment ### [Cincom CPQ](https://www.g2.com/products/cincom-cpq/reviews) 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. **Average Rating:** 3.8/5.0 **Total Reviews:** 19 #### How Do G2 Users Rate Cincom CPQ? - **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 9.0/10) - **Workflow Management:** 6.3/10 (Category avg: 8.4/10) - **Contracts:** 7.7/10 (Category avg: 8.4/10) - **Pricing Administration:** 6.7/10 (Category avg: 8.5/10) #### Who Is the Company Behind Cincom CPQ? - **Seller:** [Cincom Systems](https://www.g2.com/sellers/cincom-systems-270de80e-7184-4bda-9b77-96ad2d5e27d5) - **Year Founded:** 1968 - **HQ Location:** Cincinnati, OH - **Twitter:** @Cincom 1,887 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=644e8a4588c17c52f7ec77e89fb5947ea6dd697fc11f688ebd20c22a37f0f2fb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F6160%2F&secure%5Burl_type%5D=linkedin_company_website) 461 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 58% Medium, 47% Large #### What Are Recent G2 Reviews of Cincom CPQ? **["Great tool and easy to use"](https://www.g2.com/survey_responses/cincom-cpq-review-4269763)** **Rating:** 4.5/5.0 stars _— Verified User in Computer & Network Security_ [Read full review](https://www.g2.com/survey_responses/cincom-cpq-review-4269763) **["Smart system to manage highly configurable Products which results increase in Sales growth"](https://www.g2.com/survey_responses/cincom-cpq-review-4214541)** **Rating:** 4.0/5.0 stars _— Nilesh P._ [Read full review](https://www.g2.com/survey_responses/cincom-cpq-review-4214541) #### What Are G2 Users Discussing About Cincom CPQ? - [What is Cincom CPQ used for?](https://www.g2.com/discussions/what-is-cincom-cpq-used-for) ### [Revv](https://www.g2.com/products/revv-revv/reviews) Revv pushes the boundaries of document automation and workflows. Revv gives you the flexibility to create documents from its rich template library or upload and send external WORD/PDF documents for electronic signatures. Additionally, it offers various signature types to meet every possible eSignature scenario. Whether you want to generate bulk documents for electronic signatures or obtain signatures on fillable web forms, Revv makes everything possible. It provides instant notifications, document analytics, and audit trails to keep you updated. Revv doubles the protection of your eSigning process with email and SMS authentication. Revv offers a robust proof of eSignature with state-of-the-art evidence management. It also offers video authentication for clickwrap signatures. Integrate business apps with Revv to simplify complex tasks and run your document workflows seamlessly. Revv is an all-in-one, no-code document workflow automation platform to run your business anywhere, anytime, and from any device. Revv provides robust protection and operates in a secure environment with multiple levels of encryption and compliance with local laws. BENEFITS: BETTER GOVERNANCE AND COMPLIANCE - Revv complies with ESIGN Act, UETA, and eIDAS regulation, which makes all eSigned documents legally binding. Revv meets all the requirements of electronic signatures. - Intent to sign: Revv confirms the signers’ intent by requesting signers to submit the electronic signatures. - Consent to do business electronically: Revv meets the consent requirement by asking signers to confirm their signatures before submitting the document. Revv also gives recipients an option to decline the signature request. - Signature attribution: Build document control with a full audit trail of each transaction. Revv satisfies signature attribution by capturing and storing all actions with the date and time stamps, signers' details, and IP addresses. - Record retention: Revv automatically creates a copy of signed records and sends it to both the sender and the recipient to maintain their transaction proofs. POWERFUL FEATURES TO CREATE NEW POSSIBILITIES WITH ELECTRONIC SIGNATURES & MAXIMIZE THE BUSINESS BENEFITS - - Create dynamic fields as form fields in the template and speed up your document creation process. Use the chosen template, add custom details in the form fields, and send it to customers to fill in the required information, and eSign the documents. - Flexibility to upload & send your PDF or DOCX files, edit them, and send for electronic signatures. - Gather crucial data from the signers in the form of text or image using the ‘Fill and Sign’ feature. - Ready-to-use templates and a rich editor to instantly create and customize business documents and increase business conversion rates. - Automate sending a document to multiple recipients using the Bulk Send feature and increase your productivity. - Configure eSignature workflows by integrating your everyday business apps through Zapier, Retool, and Native APIs, and save more time, money, and resources. - Liberty to choose the signature type - click-to-sign, draw a signature, or click-to-initial. - Real-time tracking and analytics to intervene and engage customers at the right time. - Multiple choices to get documents signed online via email, shareable links, fillable web forms, or API integrations. UNPARALLELED SECURITY - - Compliance with global and local eSignature laws and latest industry standards. - Two-factor (SMS and email) authentication to guarantee the identity of the signers. - High-level security with AWS global cloud certification (CSA, SOC 1, SOC2, and ISO 27001) to protect your data at every step. - PCI DSS compliant payment gateways LIFE-TIME STORAGE - Revv provides cloud-based storage that keeps your records safe, organized, and easily accessible - forever. ENHANCED CUSTOMER EXPERIENCE - - Send documents instantly to mobile devices via SMS, and reduce customer drop-out rates. - Collaboration features to interact with customers and team members within the documents and accelerate the signing process. A DIY PLATFORM THAT REQUIRES NO CODING SKILLS - Revv is very simple to use and easy to navigate. Its intuitive interface requires no external help or special skills. A SUPPORT SYSTEM BUILT TO EMPOWER CUSTOMERS - - A customer support team of experts that go above and beyond to empower your business. - 24/7 chat support - Multi-language support for documents - Support for designing and creating templates - Help center, support articles, and videos to guide you throughout the process **Average Rating:** 4.6/5.0 **Total Reviews:** 45 #### How Do G2 Users Rate Revv? - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.0/10) - **Workflow Management:** 8.3/10 (Category avg: 8.4/10) - **Contracts:** 9.2/10 (Category avg: 8.4/10) - **Pricing Administration:** 8.3/10 (Category avg: 8.5/10) #### Who Is the Company Behind Revv? - **Seller:** [Revv](https://www.g2.com/sellers/revv-dd605773-fc55-47ed-b216-e73abbeb26b2) - **Year Founded:** 2018 - **HQ Location:** Walnut, California - **Twitter:** @REVV 298 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=55a45d3d41e3614b851c1a9c18edf62f92f13d3563cbe8d960f091cbde01c409&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F14418325%2F&secure%5Burl_type%5D=linkedin_company_website) 11 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 60% Small, 24% Medium #### What Are Recent G2 Reviews of Revv? **["Review for Revv"](https://www.g2.com/survey_responses/revv-review-6655282)** **Rating:** 5.0/5.0 stars _— Verified User in Computer Software_ [Read full review](https://www.g2.com/survey_responses/revv-review-6655282) **["What a great product!"](https://www.g2.com/survey_responses/revv-review-5180735)** **Rating:** 5.0/5.0 stars _— Arezou Z._ [Read full review](https://www.g2.com/survey_responses/revv-review-5180735) #### What Are G2 Users Discussing About Revv? - [What is Revv used for?](https://www.g2.com/discussions/what-is-revv-used-for) ### [CloudSense](https://www.g2.com/products/cloudsense/reviews) Since 2009, we have been helping ambitious services enterprises to thrive in a digital-first economy by transforming sales to increase productivity and grow profitability. Since then, we have grown at a remarkable rate, with a team of almost 300 expert solutions consultants, business professionals and engineers support our growing global community of customers across four continents. Leading communications and media providers including BT, Telstra, Informa and Spotify use CloudSense’s portfolio of applications to streamline the entire customer lifecycle, providing a better customer experience while improving business performance. **Average Rating:** 4.3/5.0 **Total Reviews:** 90 #### How Do G2 Users Rate CloudSense? - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 9.0/10) - **Workflow Management:** 8.2/10 (Category avg: 8.4/10) - **Contracts:** 8.2/10 (Category avg: 8.4/10) - **Pricing Administration:** 7.8/10 (Category avg: 8.5/10) #### Who Is the Company Behind CloudSense? - **Seller:** [CloudSense](https://www.g2.com/sellers/cloudsense) - **Year Founded:** 2009 - **HQ Location:** London, United Kingdom - **Twitter:** @cloudsense 1,245 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=12ff5a4fa1996acacbcd0cf624b626df78633cad30e7a14854510ca45cddf502&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F883054%2F&secure%5Burl_type%5D=linkedin_company_website) 51 employees on LinkedIn® - **Phone:** +44 20 7580 6685 #### Who Uses This Product? - **Top Industries:** Retail, Information Technology and Services - **Company Size:** 38% Medium, 38% Small #### What Do G2 Reviewers Say About CloudSense? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **efficiency** of CloudSense, as it simplifies complex sales processes and automates pricing management. - Users value the **automation** in CloudSense, which simplifies sales processes and enhances order management efficiency. - Users appreciate the **easy integrations** of CloudSense with Salesforce, enhancing their overall experience and understanding. - Users value the **easy setup** of CloudSense, which streamlines sales and simplifies order management. - Users commend the **efficiency improvement** offered by CloudSense, particularly in managing complex sales processes seamlessly. ##### Cons - Users find the **complex setup** challenging, especially for teams unfamiliar with Salesforce, impacting initial usability. - Users find **implementation difficult** , especially for teams unfamiliar with Salesforce, complicating initial setup and usage. - Users find the **learning difficulty** of CloudSense challenging, particularly for teams unfamiliar with Salesforce. - Users wish CloudSense had **freemium pricing options** to make it more accessible for everyone. #### What Are Recent G2 Reviews of CloudSense? **["Best for your Business growth"](https://www.g2.com/survey_responses/cloudsense-review-11001266)** **Rating:** 4.5/5.0 stars _— Gaurav N._ [Read full review](https://www.g2.com/survey_responses/cloudsense-review-11001266) **["A comprehensive look at its services"](https://www.g2.com/survey_responses/cloudsense-review-11009579)** **Rating:** 4.5/5.0 stars _— Hardik P._ [Read full review](https://www.g2.com/survey_responses/cloudsense-review-11009579) #### What Are G2 Users Discussing About CloudSense? - [What is your primary use case for CloudSense, and how has it supported your sales operations?](https://www.g2.com/discussions/what-is-your-primary-use-case-for-cloudsense-and-how-has-it-supported-your-sales-operations) - [What is CloudSense used for?](https://www.g2.com/discussions/what-is-cloudsense-used-for) - [‹ Prev‹ Prev](/categories/cpq/f/document-management?filters%5Bverified_features%5D%5B%5D=428&order=g2_score#product-list) - [1](/categories/cpq/f/document-management?filters%5Bverified_features%5D%5B%5D=428&order=g2_score#product-list) - 2 - Next ›Next › Spotlight Categories [Online Backup Software](https://www.g2.com/categories/online-backup) [Event Registration and Ticketing Software](https://www.g2.com/categories/event-registration-ticketing) [Electronic Data Interchange (EDI) Software](https://www.g2.com/categories/electronic-data-interchange-edi) [Revenue Operations & Intelligence (RO&I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i) [Chatbots Software](https://www.g2.com/categories/chatbots) Similar Categories - [Pricing](/categories/pricing) - [Proposal](/categories/proposal) - [Quote-to-Cash](/categories/quote-to-cash) - [Visual Configuration](/categories/visual-configuration) [Browse CPQ Themes](/categories/cpq/themes) Benefits of CPQ Software with Document Management capabilities include: Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs Below are the top-rated CPQ Software with Document Management capabilities, as verified by G2’s Research team. Real users have identified Document Management as an important function of CPQ Software. Compare different products that offer this feature so you can decide which is best for your business needs. Show More