Best CPQ Software - Page 21

SRA

Yosemite Software provides equipment dealers and manufacturers with sales software that increases productivity through intuitive compatibility checking, manufacturer data integration, and automation. Our Sales Reps Assistant (SRA) is a leading software application designed specifically for the lift truck industry. We pioneered the use of intuitive compatibility checking when selecting equipment options, ensuring choices stay consistent with published manufacturer production and design constraints. SRA increases productivity and mitigates costly errors throughout the entire sales process — from quote to order. We've served the lift truck industry since 1994. Over 1,600 users across 100+ dealers and manufacturers rely on SRA in their sales organizations. We take pride in offering the highest quality support and training, with an emphasis on customer satisfaction. The bottom line: we've made the quoting and order process more efficient, so your sales team can focus on increasing revenue by engaging customers rather than wasting effort on administrative tasks.

Steve the Clerk

Steve is a perfect sales assistant, whose expertise is in Configure-Price-Quote (CPQ) and business intelligence. A guy who never sleeps, eats or gets tired. Steve works 24 hours a day all year round. Steve will help the salespeople to identify the customers’ needs, and respond with the best solutions.

StoneEdge

StoneEdge is browser-based estimating and proposal software built for stone, countertop and tile fabricators. Shops enter their measurements, materials, edges, cutouts and labor, and StoneEdge turns them into accurate, professional proposals in minutes. Kerf, the built-in AI estimating assistant, lets fabricators describe a job in plain words and helps build the proposal with them. StoneEdge handles granite, quartz, quartzite, marble, porcelain, solid surface and tile, with each shop's own materials, price lists, markups and tax rates. It runs in Google Chrome or Microsoft Edge with nothing to install. Shops can try it free with no credit card, and only pay when a proposal goes to their customer.

Stubie

Stubie is quoting and order-management software for South African businesses. It reads emailed enquiries, including photos, PDFs and spreadsheets, and drafts quotes using the business’s own price list, quantity breaks and setup fees. Owners review and approve each quote. Customers accept on a hosted quote page and pay by card or Instant EFT through the business’s PayFast account, or by EFT with a unique order reference. Accepted quotes become invoices in Sage Business Cloud Accounting through its official API. Bob Go courier rates can be added to quotes and couriers booked at dispatch. Stubie supports English and Afrikaans enquiries for printing, signage, engineering, catering and events businesses. Setup assistance is included. WhatsApp support is coming soon.

STYM

Stym is the dedicated mobile estimating and quoting software engineered for trade contractors, field technicians, and self-employed service professionals who need to price jobs and issue formal proposals on the go. Designed for speed and accuracy right from the job site or vehicle, Stym replaces paperwork and complex desktop spreadsheets with an intuitive, mobile-first workflow: • Instant PDF Generation: Create clean, branded estimates, proposals, and invoices in under two minutes, ready to share via email, WhatsApp, or messaging apps. • Accurate Job Costing: Itemize labor, raw materials, subcontractor tasks, and lump-sum lines with granular unit prices and customizable discounts. • Smart Tax & Expense Breakdown: Easily handle tax rates while keeping out-of-pocket expenses and reimbursable disbursements clearly separated and non-taxable. • Customer & Project Tracking: Keep client records and past job histories organized in one place for fast follow-ups.

Subskribe

Subskribe (acquired by DealHub.io) 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.

SupplyWin

Talewind

Talewind is a fully managed proposal automation platform designed to assist sales and marketing teams in creating, managing, and delivering effective proposals. This innovative solution caters specifically to modern revenue organizations, integrating robust proposal software with expert support to streamline workflows, maintain brand consistency, and enhance the speed of responses to Requests for Proposals (RFPs). The platform is tailored for a diverse audience, including sales professionals, marketing teams, and business development units across various industries. Talewind provides a centralized and user-friendly interface that enables users to build, manage, and deliver proposals, pitch decks, and contracts in just minutes. A standout feature is the built-in content library, which allows teams to store their best answers, templates, and visuals in an organized manner. This accessibility ensures that users can quickly assemble accurate and professional proposals without the need to start from scratch each time, thereby increasing efficiency. A key differentiator of Talewind is its fully managed service model. Unlike traditional software solutions that require users to handle all aspects of proposal creation and management, Talewind takes on the heavy lifting. From onboarding and content setup to ongoing optimization, Talewind's experts collaborate with teams to establish a scalable and repeatable proposal process. This hands-on approach significantly reduces proposal turnaround times, with customers often experiencing up to an 80% decrease, while also minimizing manual errors in documentation. Additionally, Talewind features integrated Digital Sales Rooms, also known as Showrooms, which enhance the proposal experience. These interactive buyer hubs allow sales teams to share all deal-related content in one location, enabling real-time engagement tracking, identification of key stakeholders, and acceleration of deal velocity. Furthermore, seamless integrations with popular Customer Relationship Management (CRM) systems like Salesforce and HubSpot ensure that every proposal is directly linked to the sales process, enhancing overall efficiency and effectiveness. Talewind equips organizations with the automation, visibility, and expert support necessary to scale their proposal operations confidently. By simplifying the proposal process, it empowers teams to focus on strategic initiatives that drive revenue growth, making it a valuable asset for any organization looking to improve its proposal management capabilities.

Average Rating: 4.7/5.0

Total Reviews: 12

Talkulate AI CPQ

Accelerate Sales Velocity and Scale Conversion with the Industry’s First Autonomous AI CPQ Engine. In high-stakes B2B sales, speed is the ultimate competitive advantage. Talkulate AI CPQ by R[AI]SING SUN redefines the Quote-to-Cash cycle by deploying an autonomous AI layer that handles complex technical discovery and configuration in real-time. By moving from static lead forms to instant, expert-level configuration, Talkulate AI CPQ drives a massive lift in conversion rates and slashes sales cycles from weeks to minutes. Talkulate AI CPQ is a Next-Generation CPQ (Configure, Price, Quote) solution designed for industries where "off-the-shelf" doesn't exist. It combines the nuance of a Senior Sales Engineer with the precision of a deterministic logic engine, ensuring that every lead is not just captured, but fully qualified and configured. The Architecture of High-Performance Sales: 1. Autonomous Discovery (The Interviewer): Unlike rigid legacy CPQ interfaces, Co-Sales AI Configurator engages prospects in a professional, context-aware dialogue. It identifies business drivers, technical constraints, and budget alignment, creating a frictionless path to a solution. 2. Deterministic Configuration (The Engineer): This is the logic core that connects directly to your product databases (PostgreSQL, ERP). It enforces 100% technical accuracy, eliminating AI hallucinations and ensuring that every Bill of Materials (BOM) is validated against real-world engineering rules and current pricing. Why Market Leaders Choose Talkulate AI CPQ to Drive Revenue: - Dramatic Conversion Lift: Turn passive website visitors into high-intent opportunities. By providing instant technical value and accurate quotes, Talkulate AI CPQ captures buyers at the peak of their interest. - Unmatched Sales Velocity: Shorten your sales cycle by 80%+. Eliminate the "technical bottleneck" by automating the back-and-forth between sales and engineering teams. - Precision-Driven CPQ: Deploy a configuration engine that never guesses. Whether it's IT infrastructure, industrial machinery, or complex SaaS, Talkulate AI CPQ delivers 100% accurate quotes based on your live product logic. - Enterprise Integration: Talkulate AI CPQ seamlessly bridges the gap between your web presence and your CRM (Salesforce, HubSpot). It delivers sales-ready opportunities enriched with full technical specifications and interaction transcripts. - Scalable Expertise: Multiply your best engineers' impact. Talkulate AI CPQ allows your team to handle 10x the deal volume without increasing headcount, offloading repetitive technical vetting to an autonomous agent. Stop waiting for leads to "get back to you." With Talkulate AI CPQ, you provide the expertise, the configuration, and the quote the moment the customer asks for it. Transform your pre-sales into a high-velocity revenue engine.

TechGrid

TechGrid is the quote to cash platform that digitizes MSPs and VARs with unified workflows to automate quotes, proposals, procurement, and invoices. TechGrid is NOT a point solution. We provide core functionality that digitally connects to your best of breed apps and critical partners to digitize your IT sales and fulfillment workflows that actually work together to make your team more productive. Key features include: - CPQ software with guided workflows, BOM automation, and automated proposal templates. - Digital sales rooms where your internal team, partners, and customers can seamlessly work together on deals. - Pre-built digital product and service catalogs. - Technology financing to convert anything you sell into as-a-Service solutions. - Integrations with critical tools and partners like CRMs, PSAs, ERPs, ITSMs, distributors and OEMs. - Client portal for invoicing, billing, ticketing, and real-time quote tracking. - Procurement automation to digitally procure, track, and provision products and services, manage orders, share real-time shipping and fulfillment status with your customers, and receive invoices and payments. You will never build the MSP business you want if you're trying to grow on an outdated and disconnected foundation. TechGrid is the modern infrastructure you need to build, sell, and fulfill IT solutions.

Thintent

Thintent is quoting and invoicing software for independent UK print shops: digital, litho and large-format. Write the quote freeform, or let it cost the job from your own press, stock and finishing, with your mark-up shown. Digital is priced by the click, litho by the plate, large format by the square metre. There's no catalogue to build first: a press or paper is added the first time a job needs it. The customer gets one branded link. They accept and pay by card or Pay by Bank through your own Stripe, with no account to create. Thintent takes no cut. Once it's a job, you get a job board, a press-by-day board, job sheets, delivery notes, deposits that hold production until paid, and supplier purchase orders. Invoices get UK VAT right, and invoices, payments and Stripe payouts sync to Sage Accounting. One flat price per shop, with your whole team included. 30-day free trial, no card needed.

TierMenu

TierMenu helps residential HVAC, plumbing and electrical contractors with one to five technicians set consistent prices and get approval on site. The owner enters a labor rate, parts costs and markup rules once, and TierMenu calculates a sell price for every task in the price book, with optional member pricing and rounding. Technicians use a phone or tablet to present up to four options for the same job, with add-ons and a recommended choice, and the homeowner signs on the screen or later through a secure link, which produces a signed PDF. Approved proposals convert to invoices in one step, and payments collected outside the software can be recorded against them. Maintenance plans schedule a year of visits, track renewals and send reminders. Costs stay hidden from technicians, each company's data is kept separate, and the software runs in a web browser alongside the shop's existing scheduling tool. It does not include dispatch, payroll or card processing.

Titan Docs

Titan Docs Suite is a no-code document generation solution built right inside Salesforce, designed to talk directly to your CRM. Trusted by thousands of businesses worldwide, Titan Docs lets you generate personalized documents, e-signatures, and proposals, while tracking everything in one place. Titan Docs integrates with Titan’s full suite of declarative tools to create any digital experience within Salesforce. With Titan Experience Studio and Forms, you can build personalized portals, single-page web apps, and forms. Titan Enterprise offers a fully integrated solution for large-scale operations, including contract lifecycle management. With HIPAA-compliant storage, all data kept securely in Salesforce, smart templates, and legally binding e-signatures, Titan Docs Suite has the tools your business needs to scale. Say goodbye to middlemen, second databases, and clunky tools—Titan Docs keeps everything streamlined and in one place.

Average Rating: 4.6/5.0

Total Reviews: 29

Tono

Tono drafts customer quotes and Google review replies for home service contractors: plumbers, electricians, HVAC and roofing businesses. A contractor sets their trades, rates and job types once. A customer then asks for a price through the contractor's Tono quote link. Tono asks the follow-up questions the contractor would ask, prices the job from their own rates, and sends the draft to approve, edit or decline. The customer sees nothing until the contractor approves it. For Google reviews, Tono drafts a reply in the contractor's tone and posts nothing without approval. It learns from every approval and edit, and after about twenty approvals it has enough examples to recognize the patterns that contractor repeats. Replies post to Google Business Profile by OAuth, which can be disconnected at any time. Approvals reach the contractor by link today, and by text once US carrier registration clears. There is no app to install. Pricing is flat monthly and never a percentage of a job.

TradeQuoteAI

TradeQuoteAI is quoting and invoicing software for trade professionals, offering a quick quote builder that uses typed or voice input to create professional quotes and invoices in under two minutes. It calculates totals, taxes, and discounts automatically, generating branded PDF documents with logos and custom terms. Documents can be shared via WhatsApp or email, and accepted quotes convert into invoices instantly, with payment status tracked automatically. A centralized client management system stores client details, tracks quote history, and monitors spending. The business dashboard displays revenue, pending payments, and job stats with visual charts. Tax calculations are automated, with options to toggle taxation for individual quotes. The platform supports PDF export, multi-user access, tax report generation, and API integration with other tools.