Best CPQ Software for Small Business

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.

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.

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.

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.

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.

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/

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.

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.

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.

Proposify is the online proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and flexibility to dominate deals. Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. Deliver a seamless sign-off experience for your customers and prospects. Features include a flexible and user-friendly design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, approvals, and so much more. If you're ready to give your sales team the competitive edge, visit our website or book a demo at https://www.proposify.com.

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.

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.

Paperless Parts is the #1 quoting and collaboration software in manufacturing. The company’s patented technology helps sheet metal fabricators and complex assembly houses streamline the complexity of quoting by managing every step of the quoting process in a single, centralized environment. Our automated costing and pricing logic is customized to your shop, making generating consistent quotes across your estimating team faster and easier. Built to meet rigorous FedRAMP and CMMC requirements, Paperless Parts’ robust tools level up how shops communicate with buyers and empower them to deliver an unparalleled customer experience. Ultimately, Paperless Parts users gain valuable time back in their days, increase profitability, generate more revenue, and improve customer satisfaction. For more information about Paperless Parts, visit www.paperlessparts.com.

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.