Best CPQ Software for Medium-Sized Businesses

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.

Commerce Hub is a Configure Price Quote (CPQ) solution that helps sales teams and revenue operations professionals create, manage, and deliver quotes, proposals, and related revenue processes in a unified Smart CRM platform. It’s designed to support a myriad of businesses where quoting complexity, disconnected systems, and slow deal cycles often create friction. The product addresses the challenges of fragmented CPQ workflows by providing AI-powered automation, integrated billing and payments, and a connected buyer–seller experience. It is intended for sales representatives, revenue operations managers, sales leaders, and finance stakeholders who need greater visibility, efficiency, and control over the revenue lifecycle Key features and capabilities include: - AI Quote Creation: Automatically generates quotes, proposals, and cover letters using deal data, call transcripts, and unstructured inputs, reducing manual effort and errors. - Integrated Buyer Experience: Provides a secure, interactive quote page where buyers can view, accept, and even pay directly within the same flow, minimizing delays and friction. - Workflow Automation and Approvals: Streamlines internal approvals with rules-based routing to ensure consistency without slowing deals. - Flexible Pricing and Packaging: Supports flexible pricing methods making it adaptable to various revenue models. - Revenue Data Integration: Natively connected to HubSpot’s Smart CRM, ensuring accurate reporting, forecasting, and a single source of truth for sales teams. - Streamline Billing and Payments: Supports invoicing and payment collection all from HubSpot’s Smart CRM.

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 is a leading provider of AI-powered SaaS pricing, CPQ, revenue management, and digital offer marketing solutions. Its vision is to optimize every shopping and selling experience. With over 30 years of industry expertise and a proven track record of success, PROS helps B2B and B2C companies across the globe, in a variety of industries, including airlines, manufacturing, distribution, and services, drive profitable growth. The PROS Platform is the only solution of its kind that sits at the center of every customer offer—the intersection of product, price, and place—enabling your business to define, implement, and optimize your selling efforts. Built on industry leading AI, the PROS Platform delivers connected selling workflows to sales, pricing, and eCommerce teams—driving collaboration and coordination—in order to consistently deliver fast and tailored offers for every buyer through all commerce channels, every time. With PROS, you’ll make every buying experience more personalized and every transaction more profitable. Learn more about what sets PROS apart from the competition: https://pros.com/leader-in-cpq/.

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.

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.

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.

Subskribe is the adaptive quoting, billing, and revenue platform for modern SaaS companies. Totally unified. No silos. Zero reconciliation, from quote to revenue. Designed in collaboration with some of the world’s leading SaaS companies, Subskribe helps businesses maximize revenue with innovative deal structures like ramp-up engagements, mid-term upsells, and flexible discounts. The result is faster time-to-market, increased top-line growth, and massive operational savings. Subskribe is designed for deals that evolve. It's built around a single repository of dynamic orders that can change over time, down to the individual line item. That means no more silos. No more confusion. No more need for manual reconciliation. Subskribe has only one product catalog and one pricing engine, and invoicing is order-line based, enabling ASC-606 compliant revenue recognition.

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.

Zuora Billing is enabling companies to monetize new innovations fast, while scaling and automating billing processes. Companies leveraging Zuora Billing are able to unlock new growth strategies with 50+ out of the box pricing models, configurable discounting, and billing triggers. Pricing is sychronized with Zuora CPQ to support direct sales, APIs to support consumer channels, and the abiltiy to enable self serve and partner portals to nurture customers across any sales channel. Last, Zuora Billing allows companies to automate their billing operations at scale by automating prorations, orchestrating provisioning, general ledger interation, connecters to tax engines, and support for 40+ payment gateways.

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.

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.

MonetizeNow is the leader in enabling your go-to-market ambitions. CPQ, Metering, Billing, and Reporting in a single platform to deliver a simple, yet rigorous Quote-to-Cash and revenue lifecycle experience. Simple to set-up, use, and update with no experts or admins need. Intuitive and enjoyable for reps and end-customers. Rigorous enough to handle the sophistications and dynamism of best in class go-to-market businesses. All channels, all revenue models, all sales motion, all in one place. Get back to focusing on value. If you can build it, you can sell it with MonetizeNow. ***** A trusted and proven solution for leading businesses: "Best Support", "Easiest To Do Business With", "Users Love Us", "Users Most Likely To Recommend" "High Performer", among many other G2 accolades. Increase your time to value with an entirely automated quote-to-cash process that can be set up for all channels in days, no matter the business complexity. Drive revenue capture and net dollar retention with pre-configured contract renewal growth, self-serve new business and upsells, and complete control and visibility over approvals, validations, and discounting to encourage best practices by default. Reduce finance, engineering, and operating costs with one-click customizable integrations, 100% public API support with SDKs for all UI functionality, and automated invoicing and payment collections processes to drive down days sales outstanding and accounts receivable.

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.