Best CPQ Software with Visual Configuration Capabilities

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.

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.

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.

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/

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.

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.

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.

Connectbase is The Industry Cloud for Connectivity. Connectbase is a partner to the industry, enabling next generation buying and selling of connectivity, including automated quoting, and providing deep, trusted insights. Connectbase’s industry-leading platform, The Connected World, serves almost 300 providers globally, managing 2.7 billion locations across more than 150 countries. The Connectbase team has built a connected ecosystem transforming network buying and selling processes. Visit Connectbase at connectbase.com and follow us on LinkedIn at linkedin.com/company/connectbase-us/.

In Mind Cloud Digital Sales Platform has been acquired by Zilliant (www.zilliant.com). 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. Zilliant CPQ simplifies even the most involved quoting process to shorten deal cycles and enhance the buying experience. Purpose built for manufacturing, Zilliant CPQ produces accurate quotes for complex configurations, with guided selling, real-time pricing, and dynamic cost estimations. With robust ERP & CRM integrations, Zilliant CPQ makes it easy to streamline the customer experience with interactive visualizations and self-service purchasing to increase revenue and maintain a competitive advantage. With Zilliant CPQ, companies can: Eliminate misconfigurations, costing inaccuracies and order errors Increase revenue and deal size with optimized, guided pricing Automate and scale the sales process with streamlined workflows and quoting Unlock self-service to expand into new channels and improve customer experience Take advantage of fast time-to-value with a purpose built solution for manufacturing

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!

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.

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.

IBM Sterling CPQ transforms the buying and selling of complex products and services across all of your buyers' preferred channels to make it easier for your customer to buy from you. Our CPQ software solution guides eCommerce customers, sales teams, call center representatives, and partners to select the right products and ensure pricing is accurate. IBM Sterling CPQ helps you provide the buying experiences today's customers demand, while improving your sales productivity.

FastSpring IQ (Interactive Quotes) communicates your pricing and packages to prospects in a clear, customized, private page that provides prospects with a sales psychology-backed buying experience they love. Whether you're looking to explain your pricing, create a modernized sales proposal, or need a CPQ alternative, IQ has you covered.