G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
A weekly snapshot of rising stars, new launches, and what everyone's buzzing about.
This description is provided by the seller.
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
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
This description is provided by the seller.
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.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
This description is provided by the seller.
Experlogix CPQ is a cloud-based Configure, Price, Quote (CPQ) solution designed to streamline the quoting and ordering process for businesses using Microsoft Dynamics 365 and Salesforce. Our innovative software enables sales representatives, customers, and channel partners to generate accurate quotes and orders quickly, minimizing errors and enhancing efficiency. By leveraging advanced product configurator technology, Experlogix CPQ simplifies complex pricing structures and product configurations, making it an essential tool for organizations looking to optimize their sales processes. Targeted at a diverse range of industries, Experlogix CPQ caters to businesses that operate through various sales channels, including direct sales teams, resellers, and online platforms. The solution is particularly beneficial for manufacturing organizations, as it seamlessly integrates with existing systems to transform configured orders into detailed production orders, bills of materials (BOMs), and routings within Dynamics 365 ERP. This level of integration ensures that all aspects of the sales and production process are aligned, reducing the likelihood of discrepancies and enhancing overall operational efficiency. Key features of Experlogix CPQ include its intuitive user interface, which allows users to navigate the system with ease, and its robust configurator capabilities that support complex product offerings. The solution also offers real-time pricing updates and discount management, ensuring that sales teams can provide accurate quotes that reflect current market conditions. Additionally, the ability to automate the generation of production orders and related documentation further streamlines the workflow, allowing organizations to respond to customer needs more swiftly. The benefits of implementing Experlogix CPQ extend beyond just speed and accuracy. By simplifying the quote-to-order process, organizations can enhance customer satisfaction through quicker response times and fewer errors. This efficiency not only helps businesses compete in increasingly crowded markets but also contributes to improved profit margins by reducing the time and resources spent on manual quoting and order management. As a result, Experlogix CPQ stands out as a valuable asset for businesses aiming to enhance their sales capabilities while maintaining operational simplicity.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
This description is provided by the seller.
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.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
This description is provided by the seller.
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/
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
This description is provided by the seller.
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.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
This description is provided by the seller.
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.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
This description is provided by the seller.
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.
This description is provided by the seller.
This description is provided by the seller.
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.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
This description is provided by the seller.
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.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
This description is provided by the seller.
Pricefx is the ultimate cloud-based AI Price Management, Optimization and CPQ software. Designed to meet the full spectrum of pricing needs, Pricefx covers 360° pricing needs from data insights, to price setting & management, rebates, promotions, and quoting. With over 50 use cases tailored to the unique challenges of manufacturing, distribution, and the process industry businesses - helping them stay competitive and profitable in dynamic markets. By adopting Pricefx, companies can maximize margins, increase profits, and secure better deals. By unlocking the full potential within your business, companies can expect remarkable results in the first 12 months post-adoption, including up to 70x return on investment, an average margin improvement of 8.4%, and an annual profit enhancement of €130 million for a €5 billion company. Discover end-to-end Pricing and CPQ software to optimize each step of your pricing process: ✔️ PricingAI by Pricefx - Leverage 125+ ready-made, always-on AI agents are built to help customers protect profit, uncover revenue, and move from insight to action—fast, go to work in 5-days. Use AI to optimize deal profitability, recommend product mix, and optimize a price waterfall or interact with Pricefx software using Pricefx Copilot and receive and activate intelligent pricing insights. ✔️ Insights - Gain a clear, data-driven view of your business performance. Analyze your business's performance, take follow-up actions based on data, and benchmark your pricing processes. ✔️ Price Management - Manage and optimize your pricing based on your rules and strategies, including all rebates, agreements, or promotions in the process. ✔️ Quoting - Configure, Price, and Quote with confidence using optimal prices for both your business and customers, while seeing real-time commission impacts.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
This description is provided by the seller.
servicePath™ CPQ+ is the AI-native enterprise CPQ and revenue lifecycle platform built specifically for mid-to-large technology service providers, including MSPs, SaaS, Field Services, Financial Services, and XaaS organizations. Unlike traditional product-centric CPQ tools, servicePath™ CPQ+ is designed for complexity. We help enterprises manage multi-region catalogs, hybrid pricing models, dynamic service bundles, and margin-sensitive deals—all in one codeless, AI-ready architecture. Who We Serve: We power the revenue operations of the world’s most complex tech-enabled service providers, helping them: Managed Service Providers (MSPs): Automate quoting for multi-site, multi-currency, and hybrid service agreements. SaaS & XaaS: Manage subscription lifecycles, renewals, and usage-based billing logic. Field Services & Telecom: Handle complex labor, equipment, and SLA-based pricing structures. Financial Services: Enforce strict governance, compliance, and margin controls at the quote stage.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
This description is provided by the seller.
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.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
This description is provided by the seller.
DigiFabster is a subscription-based instant quotation and eCommerce solution for CNC and additive manufacturing shops. 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 manufactured. DigiFabster’s back-end system provides you with all the flexibility you need, allowing you to determine costs for machine time, materials, labor, finishing and more. You can create rules for discounts and add a premium for quick turn times. The software supports 10 technologies with multiple pricing and discount options. DigiFabster’s CRM is specifically designed to address needs of machine shops and service bureaus. These powerful tools allow you to be connected to your customers 24/7, without the labor and expense. Our fully documented API allows you to utilize the data with other software like ERP, accounting or shipping.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
This description is provided by the seller.
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.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
This description is provided by the seller.
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.














