# Best CPQ Software - Page 4

## How Many CPQ Software Products Does G2 Track?

**Total Products under this Category:** 234

### Category Stats (Aug 2026)

- **Average Rating:** 4.45/5 (↑0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Kaseya Quote Manager (+6.61%) - Among all products in this category, Kaseya Quote Manager recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

## How Does G2 Rank CPQ Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 18,700+ Authentic Reviews
- 234+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for CPQ Software
 ![G2 Grid® for CPQ Software plotting products by satisfaction and market presence](https://www.g2.com/categories/cpq/grids.png?focus%5B%5D=536&focus%5B%5D=276&focus%5B%5D=284&focus%5B%5D=296&focus%5B%5D=19019&focus%5B%5D=1179313&focus%5B%5D=4036&focus%5B%5D=2290)

Highlighted products: Agentforce Revenue Management (formerly Salesforce Revenue Cloud), Conga CPQ, Oracle CPQ, SAP CPQ, DealHub AI, ServiceNow CPQ, PandaDoc, and Experlogix CPQ.

Underlying data: [Grid® JSON](https://www.g2.com/categories/cpq/grids.json?focus%5B%5D=agentforce-revenue-management-formerly-salesforce-revenue-cloud&focus%5B%5D=conga-cpq&focus%5B%5D=oracle-cpq&focus%5B%5D=sap-cpq&focus%5B%5D=dealhub-ai&focus%5B%5D=servicenow-cpq&focus%5B%5D=pandadoc&focus%5B%5D=experlogix-cpq)

**Sponsored**

### RevPal

RevPal is a Revenue Operations firm built for SaaS companies that want their GTM teams, systems, and data working in sync. We help organizations reduce operational complexity by aligning processes across Marketing, Sales, and Customer Success, optimizing CRM performance, and implementing scalable workflows that support predictable, efficient growth and smoother cross-functional collaboration. Revenue Operations touches every part of the customer lifecycle. When systems are disconnected or processes aren’t clearly defined, teams waste time, data becomes unreliable, and pipeline becomes harder to manage. RevPal solves these issues by creating a unified operational foundation—bringing consistency to your CRM, automation, and reporting layers so each team can perform at its best and understand exactly what’s happening across the funnel. We provide RevOps services across CRM optimization, workflow automation, lifecycle and pipeline design, lead routing, sales process improvements, marketing-to-sales alignment, customer success handoffs, and GTM analytics. Our work spans Salesforce, HubSpot, data warehouses, enrichment tools, attribution systems, and the broader SaaS tech stack that modern companies depend on. What makes RevPal different is how deeply we integrate. We embed directly into your tools, systems, and communication channels to deliver proactive RevOps support instead of reactive cleanup. Your team gains a partner who understands context, moves quickly, and helps translate strategy into execution without slowing momentum or adding unnecessary complexity. Whether you’re scaling rapidly, overhauling outdated processes, or trying to reduce operational debt, RevPal provides the alignment, technical expertise, and hands-on execution to build a GTM system that’s durable, scalable, and easy for your teams to adopt. The result: cleaner data, consistent processes, faster decisions, and a GTM engine that runs smoothly from first touch to renewal.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=26&secure%5Bchosen_at%5D=2026-08-02T21%3A12%3A28Z&secure%5Bdisplayable_resource_id%5D=26&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=26&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1227487&secure%5Bresource_id%5D=26&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fcpq%3Fpage%3D4%26platform%3Dhootsuite&secure%5Btoken%5D=4a16f7cf206d63f45c77e066ee1c3c0aa5844349205731687ae38125b1ea67e0&secure%5Burl%5D=https%3A%2F%2Fwww.gorevpal.com&secure%5Burl_type%5D=company_website)

### [XaitCPQ](https://www.g2.com/products/xaitcpq/reviews)

XaitCPQ (Formerly known as Blueprint CPQ) captures all of the complex product, pricing, and business rules in one central place for automating and streamlining actions in real time. This allows you to have everything you need at your fingertips to close deals faster, with better collaboration, control and transparency. In other words; We Make it Easier for Customers to Buy from You! The benefits of a CPQ, automated pricing and quoting system are many: \* Drastically reduce the time to create and send a quote \* Streamline and automate quote generation and order transactions \* Reduce pricing errors and maximise margin by eliminating spreadsheets \* Maximize use from your existing software, integrates seamlessly into most CRM systems \* Introduce modern, better ways of working and set on course for growth. \* Reduce the burden and/or workload on your IT department Breaking new ground in the Lead-to-Order process, we help users with personalized, automated content at key buying stages through easy to use, engaging and intelligent web-based forms. We implement a "Buy Now, Scale Later" approach where we could have your sales teams using this software in days \* Get results FAST - easily reduce complexity and cost. \* Work smarter - encourage people to want to buy from you \* Make buying easy - engage people in your 'Lead to Order' process \* Scale and grow your business with ease. \* Maximize your revenue by drastically reducing pricing errors \* Stay ahead with an automated sales solution

**Average Rating:** 4.4/5.0

**Total Reviews:** 40

#### How Do G2 Users Rate XaitCPQ?

- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.0/10)
- **Workflow Management:** 6.8/10 (Category avg: 8.4/10)
- **Contracts:** 9.0/10 (Category avg: 8.4/10)
- **Pricing Administration:** 8.0/10 (Category avg: 8.5/10)

#### Who Is the Company Behind XaitCPQ?

- **Seller:** [Xait](https://www.g2.com/sellers/xait)
- **Year Founded:** 2000
- **HQ Location:** Sandnes, Norway
- **Twitter:** @xaitgroup  
701 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ce79042678f52dc98917353e81449ca890dd9b02eae61e89b6297f616c92a831&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F110126%2F&secure%5Burl_type%5D=linkedin_company_website)  
94 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 37% Medium, 35% Small

#### What Do G2 Reviewers Say About XaitCPQ?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **affordability** of XaitCPQ, finding it easy to use and accessible on any device.
- Users appreciate the **excellent customer support** from XaitCPQ, which is always accessible for assistance and inquiries.
- Users value the **easy-to-use quote generator** that enables rapid and accurate quote creation across devices.
- Users enjoy the **ease of use** of XaitCPQ, allowing for quick and precise quote generation on any device.
- Users appreciate the **intuitive interface** of XaitCPQ, making quoting fast and easy across all devices.

##### Cons

- Users find the **complex features** of XaitCPQ challenging, requiring frequent assistance for modifications and updates.
- Users find the **complexity** of XaitCPQ challenging, often requiring assistance for modifications and updates.
- Users find the **complex setup** challenging, requiring frequent assistance from XaitCPQ for modifications and updates.
- Users experience **difficult customization** challenges with XaitCPQ, often relying on external help for modifications and maintenance.
- Users find the **difficult learning curve** hampers independent modifications, often requiring assistance from XaitCPQ for updates.

#### What Are Recent G2 Reviews of XaitCPQ?

**["Send more and faster quotes with exceptional customer support"](https://www.g2.com/survey_responses/xaitcpq-review-4862300)**

**Rating:** 4.5/5.0 stars

_— Mina B._

[Read full review](https://www.g2.com/survey_responses/xaitcpq-review-4862300)

**["Quick & Secure Quote Generator"](https://www.g2.com/survey_responses/xaitcpq-review-8337590)**

**Rating:** 4.5/5.0 stars

_— Judy K._

[Read full review](https://www.g2.com/survey_responses/xaitcpq-review-8337590)

#### What Are G2 Users Discussing About XaitCPQ?

- [What is CPQ in manufacturing?](https://www.g2.com/discussions/xaitcpq-what-is-cpq-in-manufacturing)
- [What are CPQ applications?](https://www.g2.com/discussions/what-are-cpq-applications)
- [Which is a benefit of Salesforce CPQ?](https://www.g2.com/discussions/which-is-a-benefit-of-salesforce-cpq)
- [What is CPQ functionality?](https://www.g2.com/discussions/what-is-cpq-functionality)

### [Zilliant](https://www.g2.com/products/zilliant/reviews)

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. With Zilliant for Pricing, companies can: 1) Improve Margins through Optimized Pricing: Create a single source of truth for pricing to react quickly to market fluctuations and determine the best pricing strategy 2) Deliver Pricing Across Every Buying Channel: Ensure optimized list and customer-specific pricing is consistent across direct sales, partners, and self-service 3) Close Deals Faster while Increasing Financial Control: Provide guardrails for sales and customers to close their own deals that deliver pricing within corporate strategy guidelines Improve Win Rates with AI-Driven Deal Opportunities: Bring together pricing data, sales workflows and AI to identify and execute on time-sensitive, cross-sell and upsell opportunities Zilliant's solutions include: • Zilliant Price Management & Optimization - Gain control and speed with the right price while improving margins • Zilliant Revenue Intelligence - Transform insights into sales actions to accelerate revenue • Zilliant CPQ - Streamline the sales process to win deals and improve buying experiences

**Average Rating:** 4.4/5.0

**Total Reviews:** 59

#### How Do G2 Users Rate Zilliant?

- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.0/10)
- **Workflow Management:** 8.1/10 (Category avg: 8.4/10)
- **Contracts:** 8.6/10 (Category avg: 8.4/10)
- **Pricing Administration:** 8.7/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Zilliant?

- **Seller:** [Zilliant](https://www.g2.com/sellers/zilliant)
- **Year Founded:** 1999
- **HQ Location:** Austin, TX
- **Twitter:** @zilliant  
3,351 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1cc4b9c491f6fe3c97b83190d99b36b1ea4a3cb927b699e91596222ca3c1ecaf&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fzilliant&secure%5Burl_type%5D=linkedin_company_website)  
174 employees on LinkedIn®
- **Phone:** +1 512-531-8503

#### Who Uses This Product?

- **Company Size:** 46% Large, 38% Medium

#### What Do G2 Reviewers Say About Zilliant?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **streamlined pricing strategies** of Zilliant, enhancing decision-making and accuracy in pricing management.
- Users value the **accuracy** of Zilliant, ensuring reliable pricing decisions and streamlined configurations.
- Users value the **responsive customer support** of Zilliant, providing expertise and assistance whenever needed.
- Users value the **data accuracy** of Zilliant, ensuring reliable pricing and streamlined decision-making processes.
- Users value the **dynamic pricing accuracy** of Zilliant, enhancing decision-making with real-time insights and simplicity.

##### Cons

- Users feel the need for improved **AI integration** in Zilliant to enhance functionality and effectiveness.
- Users experience a **constant state of change** with Zilliant, lacking a clear roadmap and relevant use cases.
- Users find the **complex implementation** of Zilliant requires more programming expertise than necessary, hindering usability.
- Users experience **confusion** due to constant changes and unclear roadmaps, lacking relevant use cases for CPQ.
- Users find the **difficult learning process** of Zilliant challenging due to excessive programming requirements.

#### What Are Recent G2 Reviews of Zilliant?

**["Streamlines Pricing Strategies and Enhances Decision Making"](https://www.g2.com/survey_responses/zilliant-review-11935975)**

**Rating:** 4.5/5.0 stars

_— charlotte s._

[Read full review](https://www.g2.com/survey_responses/zilliant-review-11935975)

**["Data and science driven products to ensure pricing performance"](https://www.g2.com/survey_responses/zilliant-review-10463359)**

**Rating:** 5.0/5.0 stars

_— Julien O._

[Read full review](https://www.g2.com/survey_responses/zilliant-review-10463359)

#### What Are G2 Users Discussing About Zilliant?

- [How do you use Zilliant?](https://www.g2.com/discussions/how-do-you-use-zilliant)
- [What is software pricing?](https://www.g2.com/discussions/what-is-software-pricing)
- [How much does zilliant cost?](https://www.g2.com/discussions/how-much-does-zilliant-cost)
- [What does Zilliant do?](https://www.g2.com/discussions/what-does-zilliant-do)

### [ScalePad Quoter](https://www.g2.com/products/scalepad-quoter/reviews)

Quote to cash platform that helps IT Service Providers save time & supercharge revenues. Upgrade your quote-to-cash process today. Send winning sales quotes in minutes. Quoter is online quoting software for sales teams. Our easy-to-use platform, automation workflows, and unlimited user pricing plans will empower your team to create more quotes than ever before.

**Average Rating:** 4.7/5.0

**Total Reviews:** 44

#### How Do G2 Users Rate ScalePad Quoter?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.0/10)
- **Workflow Management:** 9.4/10 (Category avg: 8.4/10)
- **Contracts:** 8.8/10 (Category avg: 8.4/10)
- **Pricing Administration:** 9.0/10 (Category avg: 8.5/10)

#### Who Is the Company Behind ScalePad Quoter?

- **Seller:** [ScalePad](https://www.g2.com/sellers/scalepad)
- **Year Founded:** 2015
- **HQ Location:** Vancouver, BC
- **Twitter:** @GoScalePad  
981 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=65e8fb974179a19c4d14b5706418e1904180ba5e0d12fd01e9c44a2b382dbce5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fscalepad%2F&secure%5Burl_type%5D=linkedin_company_website)  
235 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Telecommunications
- **Company Size:** 91% Small, 9% Medium

#### What Do G2 Reviewers Say About ScalePad Quoter?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of ScalePad Quoter, finding the quoting process to be quick and simple.
- Users enjoy the **streamlined quoting process** of ScalePad Quoter, making quote creation quick and easy.
- Users appreciate the **flexibility and intuitiveness** of ScalePad Quoter, enhancing their quoting process with ease.
- Users appreciate the **friendly and responsive customer support** of ScalePad Quoter, enhancing their overall experience.
- Users value the **customizability** of ScalePad Quoter, enhancing their quoting process with tailored templates and data integration.

##### Cons

- Users find the **limited customization** of ScalePad Quoter restricts their ability to create impressive proposals.
- Users note the **missing features** in ScalePad Quoter, affecting accuracy and customization in their proposals.
- Users report **poor integration** with Stripe and CRM tools, affecting invoicing and metrics accuracy in ScalePad Quoter.
- Users face **API integration issues** that affect accuracy and functionality with Pipedrive's metrics and invoicing.
- Users find it frustrating that **company names can't be changed post-sending** and prices don't auto-update on templates.

#### What Are Recent G2 Reviews of ScalePad Quoter?

**["Quoter saves the day!"](https://www.g2.com/survey_responses/scalepad-quoter-review-8077471)**

**Rating:** 5.0/5.0 stars

_— Kevin C._

[Read full review](https://www.g2.com/survey_responses/scalepad-quoter-review-8077471)

**["Great quoting software"](https://www.g2.com/survey_responses/scalepad-quoter-review-9077071)**

**Rating:** 4.0/5.0 stars

_— Alex Y._

[Read full review](https://www.g2.com/survey_responses/scalepad-quoter-review-9077071)

#### What Are G2 Users Discussing About ScalePad Quoter?

- [What is online quote function?](https://www.g2.com/discussions/quoter-what-is-online-quote-function)
- [What is online quote function?](https://www.g2.com/discussions/what-is-online-quote-function)
- [What is quotation management system?](https://www.g2.com/discussions/what-is-quotation-management-system) - 1 upvote
- [What is quoter?](https://www.g2.com/discussions/what-is-quoter) - 2 comments, 1 upvote
- [What is a quoting software?](https://www.g2.com/discussions/what-is-a-quoting-software) - 1 comment, 1 upvote

### [CPQ Software](https://www.g2.com/products/cpq-software/reviews)

With CPQ software solution, your sales team can efficiently configure, price, and accurately quote complex products.

**Average Rating:** 4.4/5.0

**Total Reviews:** 29

#### How Do G2 Users Rate CPQ Software?

- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.0/10)
- **Workflow Management:** 8.9/10 (Category avg: 8.4/10)
- **Contracts:** 8.5/10 (Category avg: 8.4/10)
- **Pricing Administration:** 8.9/10 (Category avg: 8.5/10)

#### Who Is the Company Behind CPQ Software?

- **Seller:** [VARStreet](https://www.g2.com/sellers/varstreet)
- **Year Founded:** 1999
- **HQ Location:** Boston, MA
- **Twitter:** @Tweet\_VARStreet  
159 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7aead9c5c20cd51d42debb3c9323f6f129d8a105e5c77f2945e96d743ee0605f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvarstreetinc%2F&secure%5Burl_type%5D=linkedin_company_website)  
83 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 37% Medium, 33% Large

#### What Are Recent G2 Reviews of CPQ Software?

**["An end to end CPQ solution"](https://www.g2.com/survey_responses/cpq-software-review-6721661)**

**Rating:** 4.0/5.0 stars

_— Sreekanth P._

[Read full review](https://www.g2.com/survey_responses/cpq-software-review-6721661)

**["CPQ help us to configure compatible products with its best pricing"](https://www.g2.com/survey_responses/cpq-software-review-6882574)**

**Rating:** 5.0/5.0 stars

_— Param M._

[Read full review](https://www.g2.com/survey_responses/cpq-software-review-6882574)

#### What Are G2 Users Discussing About CPQ Software?

- [What is CPQ Software used for?](https://www.g2.com/discussions/what-is-cpq-software-used-for)

### [Kaseya Quote Manager](https://www.g2.com/products/kaseya-quote-manager/reviews)

Kaseya Quote Manager simplifies quoting and hardware procurement, reducing hours of work to just minutes. It maximizes profits with automated procurement and a single view across multiple suppliers to identify solutions that match your customers’ needs, budgets and timelines.

**Average Rating:** 3.8/5.0

**Total Reviews:** 23

#### How Do G2 Users Rate Kaseya Quote Manager?

- **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 9.0/10)
- **Workflow Management:** 5.0/10 (Category avg: 8.4/10)
- **Contracts:** 1.7/10 (Category avg: 8.4/10)
- **Pricing Administration:** 10.0/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Kaseya Quote Manager?

- **Seller:** [Kaseya](https://www.g2.com/sellers/kaseya)
- **Company Website:** www.kaseya.com
- **Year Founded:** 2000
- **HQ Location:** Miami, FL
- **Twitter:** @KaseyaCorp  
17,411 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6c9a31f82a811b1e3cc7be6babe8882bb8f6b2927e142d98dd6f5662a0d0e4d2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkaseya%2F&secure%5Burl_type%5D=linkedin_company_website)  
5,471 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Computer & Network Security
- **Company Size:** 87% Small, 13% Medium

#### What Do G2 Reviewers Say About Kaseya Quote Manager?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **customization options** in Kaseya Quote Manager, especially for creating tailored templates for items.
- Users appreciate the **easy integrations** of Kaseya Quote Manager, significantly enhancing their daily workflow efficiency.
- Users find Kaseya Quote Manager enhances **efficiency** in their quoting process with its simplicity and seamless integration.
- Users value the **seamless integrations** of Kaseya Quote Manager, enhancing efficiency in their daily quoting processes.
- Users appreciate the **process efficiency** of Kaseya Quote Manager, simplifying quoting and enhancing daily productivity.

##### Cons

- Users are frustrated by the **lack of integration** with AI tools like Make.com or Zapier in Kaseya Quote Manager.
- Users are frustrated with the **lack of integration** with AI tools like Make.com or Zapier in Kaseya Quote Manager.
- Users are frustrated with the **poor integration** of Kaseya Quote Manager with essential tools like AI applications.

#### What Are Recent G2 Reviews of Kaseya Quote Manager?

**["Simple UI, Live Quote Acceptance, and Powerful Autotask & Distributor Integrations"](https://www.g2.com/survey_responses/kaseya-quote-manager-review-13176741)**

**Rating:** 4.5/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/kaseya-quote-manager-review-13176741)

**["Kaseya Quote Manager Streamlines Quoting with a Centralized, Consistent Workflow"](https://www.g2.com/survey_responses/kaseya-quote-manager-review-12881645)**

**Rating:** 4.0/5.0 stars

_— Darren ._

[Read full review](https://www.g2.com/survey_responses/kaseya-quote-manager-review-12881645)

### [servicePath CPQ +](https://www.g2.com/products/servicepath-cpq/reviews)

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.

**Average Rating:** 4.6/5.0

**Total Reviews:** 50

#### How Do G2 Users Rate servicePath CPQ +?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.0/10)
- **Workflow Management:** 7.9/10 (Category avg: 8.4/10)
- **Contracts:** 8.3/10 (Category avg: 8.4/10)
- **Pricing Administration:** 8.5/10 (Category avg: 8.5/10)

#### Who Is the Company Behind servicePath CPQ +?

- **Seller:** [servicePath](https://www.g2.com/sellers/servicepath)
- **Year Founded:** 2011
- **HQ Location:** Toronto, Canada
- **Twitter:** @Service\_Path  
198 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0b4d47bf0389279e9ad7949f6ee35f93ed2c71684b51e212a2d558a5e0730813&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2161184%2F&secure%5Burl_type%5D=linkedin_company_website)  
65 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Telecommunications
- **Company Size:** 49% Medium, 43% Large

#### What Do G2 Reviewers Say About servicePath CPQ +?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **exceptional efficiency** of servicePath CPQ+, streamlining pricing tasks and enhancing overall productivity.
- Users highlight the **remarkable efficiency** of servicePath CPQ, streamlining complex pricing and quoting processes significantly.
- Users commend the **expert customer support** of ServicePath, greatly facilitating complex discussions and enhancing operational efficiency.
- Users love the **ease of use** of servicePath CPQ, citing efficiency in handling complex pricing and quoting tasks.
- Users value the **efficient pricing optimization** of servicePath CPQ+, leading to faster discounts and consistent pricing across all products.

##### Cons

- Users report **slow performance** in CPQ+, finding data editing and filtering cumbersome and integration issues frustrating.
- Users face **access limitations** when trying to use the knowledge base, complicating their documentation efforts.
- Users find the **complex features** require an experienced programmer, making usage challenging for less tech-savvy individuals.
- Users find the **complexity of API calls** requires advanced programming skills, making it challenging for less experienced users.
- Users find the **complex setup** frustrating, as it takes a long time to achieve a working standard.

#### What Are Recent G2 Reviews of servicePath CPQ +?

**["Major Efficiency Gains!"](https://www.g2.com/survey_responses/servicepath-cpq-review-11732683)**

**Rating:** 5.0/5.0 stars

_— Connaire E._

[Read full review](https://www.g2.com/survey_responses/servicepath-cpq-review-11732683)

**["Servicepath Review — User Perspective"](https://www.g2.com/survey_responses/servicepath-cpq-review-11491435)**

**Rating:** 4.5/5.0 stars

_— Verified User in Information Services_

[Read full review](https://www.g2.com/survey_responses/servicepath-cpq-review-11491435)

### [Connectbase](https://www.g2.com/products/connectbase/reviews)

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/.

**Average Rating:** 4.6/5.0

**Total Reviews:** 116

#### How Do G2 Users Rate Connectbase?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.0/10)
- **Workflow Management:** 8.0/10 (Category avg: 8.4/10)
- **Contracts:** 8.1/10 (Category avg: 8.4/10)
- **Pricing Administration:** 7.8/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Connectbase?

- **Seller:** [Connectbase](https://www.g2.com/sellers/connectbase)
- **Year Founded:** 2015
- **HQ Location:** Westborough, US
- **Twitter:** @connected2fiber  
2,692 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4cbb132ff95d8d7c3bb06c34a1411a67feec05df3eba86abde3804caacb0f36e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10218413%2F&secure%5Burl_type%5D=linkedin_company_website)  
133 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Telecommunications
- **Company Size:** 53% Medium, 31% Small

#### What Do G2 Reviewers Say About Connectbase?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Connectbase, as it streamlines quoting and billing with automated processes.
- Users appreciate the **efficiency** of Connectbase, streamlining quoting and billing through automation and instant access to data.
- Users appreciate the **comprehensive data** from Connectbase, which streamlines access to network availability and pricing efficiently.
- Users love the **comprehensive information** provided by Connectbase, simplifying network availability checks and speeding up quoting processes.
- Users value the **data accuracy** of Connectbase, allowing for quick and reliable quotes with instant location-based information.

##### Cons

- Users face challenges with **API integration issues** , especially in obtaining real-time automated broadband quotes reliably.
- Users find **integration issues** with API for real-time broadband quotes lead to inconsistencies and complications.
- Users find the **steep learning curve** challenging initially, but appreciate the seamless experience once fully implemented.
- Users struggle with **inconsistent quoting through API integration** , finding it difficult to obtain real-time broadband quotes.
- Users note a **steep learning curve** with Connectbase, but find it seamless once fully implemented.

#### What Are Recent G2 Reviews of Connectbase?

**["Highly Automated and Seamless Integration for Streamlined Workflows"](https://www.g2.com/survey_responses/connectbase-review-12109860)**

**Rating:** 4.5/5.0 stars

_— Andre M._

[Read full review](https://www.g2.com/survey_responses/connectbase-review-12109860)

**["'Connectbase - Essential for promoting your fiber network"](https://www.g2.com/survey_responses/connectbase-review-6572596)**

**Rating:** 5.0/5.0 stars

_— James T._

[Read full review](https://www.g2.com/survey_responses/connectbase-review-6572596)

#### What Are G2 Users Discussing About Connectbase?

- [How has Connectbase supported your network connectivity management, and what features do you find most useful?](https://www.g2.com/discussions/how-has-connectbase-supported-your-network-connectivity-management-and-what-features-do-you-find-most-useful)
- [What is Connectbase used for?](https://www.g2.com/discussions/what-is-connectbase-used-for)

### [Verenia](https://www.g2.com/products/verenia/reviews)

In today’s competitive business environment, manufacturers need a complete, robust front-end sales solution that is specifically designed to help internal and external sales reps quote and sell discrete, configurable products quickly and easily. A modern solution that is specifically built for the unique needs of manufacturers is the only viable, sound option. Verenia is designed and developed for makers of physical products, with a sales optimization and configuration solution that addresses their unique needs, increasing sales and reducing manufacturing costs. The solution produces 100% accurate quotes for complex, configurable, discrete products and features unique capabilities built to make manufacturers more efficient.

**Average Rating:** 4.4/5.0

**Total Reviews:** 45

#### How Do G2 Users Rate Verenia?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.0/10)
- **Workflow Management:** 8.0/10 (Category avg: 8.4/10)
- **Contracts:** 9.3/10 (Category avg: 8.4/10)
- **Pricing Administration:** 8.5/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Verenia?

- **Seller:** [Verenia](https://www.g2.com/sellers/verenia)
- **Year Founded:** 2011
- **HQ Location:** Lisle, IL
- **Twitter:** @VereniaOfficial  
151 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f538073e94ed480707b57ac90c494a8ac57c59d346ac9c1d82888afa1e19548d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2822230%2F&secure%5Burl_type%5D=linkedin_company_website)  
59 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Transportation/Trucking/Railroad, Information Technology and Services
- **Company Size:** 76% Medium, 22% Small

#### What Are Recent G2 Reviews of Verenia?

**["A pleasure to use and outstanding customer service"](https://www.g2.com/survey_responses/verenia-review-3797238)**

**Rating:** 5.0/5.0 stars

_— Eric Y._

[Read full review](https://www.g2.com/survey_responses/verenia-review-3797238)

**["One of the finest elements of Verenia CPQ is its convenience of usage"](https://www.g2.com/survey_responses/verenia-review-4217936)**

**Rating:** 4.0/5.0 stars

_— Jeff C._

[Read full review](https://www.g2.com/survey_responses/verenia-review-4217936)

### [Orgzit](https://www.g2.com/products/orgzit-orgzit/reviews)

Orgzit provides the power of enterprise CRM with the flexibility of Excel. Orgzit is an all-in-one sales system for manufacturer reps and distributors. It helps streamline Sales, Quotation, Service, and Finance by helping you move from scattered spreadsheets to a single centralized application.

**Average Rating:** 4.8/5.0

**Total Reviews:** 43

#### How Do G2 Users Rate Orgzit?

- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.0/10)
- **Workflow Management:** 10.0/10 (Category avg: 8.4/10)
- **Pricing Administration:** 8.3/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Orgzit?

- **Seller:** [Orgzit](https://www.g2.com/sellers/orgzit)
- **Year Founded:** 2016
- **HQ Location:** San Jose, California
- **Twitter:** @Orgzit  
218 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=22a3bb6c67924ae5584eb81873c6e1628ca44e653800c7f6dbf723a1081c5775&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F13200297%2F&secure%5Burl_type%5D=linkedin_company_website)  
17 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Logistics and Supply Chain
- **Company Size:** 57% Medium, 32% Small

#### What Do G2 Reviewers Say About Orgzit?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Orgzit, appreciating its flexibility and intuitive dashboard for daily task management.
- Users appreciate Orgzit's **flexibility and configurability** , enabling customized solutions for diverse business needs without coding.
- Users value Orgzit's **comprehensive features** , enhancing collaboration and streamlining business processes effectively.
- Users appreciate the **flexibility** of Orgzit, allowing easy customization to meet specific business needs without coding.
- Users value the **streamlined collaboration** and accessibility of Orgzit, enhancing efficiency across business processes and teams.

##### Cons

- Users note occasional **connectivity issues** with Orgzit, particularly when integrating with traditional databases like SQL.
- Users find the **user interface challenging** , indicating that design improvements could enhance overall usability.
- Users note some **display issues** with Orgzit, particularly in the user interface, suggesting room for improvement.
- Users feel there's **incomplete information** , especially regarding client report creation, affecting overall usability.
- Users note **integration issues** with conventional databases like SQL, affecting seamless connectivity and functionality.

#### What Are Recent G2 Reviews of Orgzit?

**["Orgzit provided senocare with a tailor-made CRM for our healthcare services"](https://www.g2.com/survey_responses/orgzit-review-8618328)**

**Rating:** 4.5/5.0 stars

_— Shakti S._

[Read full review](https://www.g2.com/survey_responses/orgzit-review-8618328)

**["Connecting and searching files made easy for enhanced productivity"](https://www.g2.com/survey_responses/orgzit-review-8641340)**

**Rating:** 5.0/5.0 stars

_— Naveen K._

[Read full review](https://www.g2.com/survey_responses/orgzit-review-8641340)

#### What Are G2 Users Discussing About Orgzit?

- [What is Orgzit used for?](https://www.g2.com/discussions/what-is-orgzit-used-for)

### [Tacton CPQ](https://www.g2.com/products/tacton-cpq/reviews)

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.

**Average Rating:** 4.3/5.0

**Total Reviews:** 50

#### How Do G2 Users Rate Tacton CPQ?

- **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 9.0/10)
- **Workflow Management:** 6.9/10 (Category avg: 8.4/10)
- **Contracts:** 7.3/10 (Category avg: 8.4/10)
- **Pricing Administration:** 7.6/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Tacton CPQ?

- **Seller:** [Tacton](https://www.g2.com/sellers/tacton)
- **Year Founded:** 1998
- **HQ Location:** Stockholm, Sweden
- **Twitter:** @TactonSystems  
1,180 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2f29bea6943ce8f64579a74e1e0f5da17cd8f3f377d26c897c069eaf9ef33088&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F43155%2F&secure%5Burl_type%5D=linkedin_company_website)  
246 employees on LinkedIn®
- **Phone:** +46 (0) 8 690 07 50

#### Who Uses This Product?

- **Top Industries:** Mechanical or Industrial Engineering, Industrial Automation
- **Company Size:** 63% Large, 19% Small

#### What Do G2 Reviewers Say About Tacton CPQ?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** in Tacton CPQ, enhancing smart configurations and quick quoting processes.
- Users value the **easy integrations** of Tacton CPQ, which streamline processes and enhance efficiency in configurations.
- Users praise the **flexibility** of Tacton CPQ, benefiting from its versatile omni-channel capabilities and native visualization tools.
- Users value the **implementation ease** of Tacton CPQ, highlighting its seamless integration and user-friendly features.
- UsersValue the **seamless integrations** of Tacton CPQ, enhancing efficiency and streamlining their sales processes.

##### Cons

- Users experience **dependency issues** with Tacton CPQ, leading to challenges in configuration and customization flexibility.
- Users find the setup of Tacton CPQ **expensive** , which can be a barrier to effective implementation and use.
- Users face a **steep learning curve** , making initial setup and customization challenging and time-consuming.
- Users experience significant challenges due to the **limited customization** options in Tacton CPQ, affecting their usability.
- Users find the **poor interface design** of Tacton CPQ unappealing, hindering overall usability and satisfaction.

#### What Are Recent G2 Reviews of Tacton CPQ?

**["Tacton CPQ"](https://www.g2.com/survey_responses/tacton-cpq-review-10552357)**

**Rating:** 5.0/5.0 stars

_— Harshit S._

[Read full review](https://www.g2.com/survey_responses/tacton-cpq-review-10552357)

**["CPQ determines the right product to deliver based on customer needs to solve a problem."](https://www.g2.com/survey_responses/tacton-cpq-review-9894241)**

**Rating:** 4.5/5.0 stars

_— Verified User in Food Production_

[Read full review](https://www.g2.com/survey_responses/tacton-cpq-review-9894241)

#### What Are G2 Users Discussing About Tacton CPQ?

- [What is CPQ in manufacturing?](https://www.g2.com/discussions/what-is-cpq-in-manufacturing)
- [What does CPQ mean?](https://www.g2.com/discussions/what-does-cpq-mean)
- [What is Tacton CPQ?](https://www.g2.com/discussions/what-is-tacton-cpq) - 1 comment

### [Cincom CPQ](https://www.g2.com/products/cincom-cpq/reviews)

Cincom CPQ™ is a configure-price-quote solution that dramatically improves the buying experience for your customers. Beginning with product configuration, Cincom CPQ creates real-time pricing and quoting of those configurations and delivers a proposal on the spot. With expert knowledge at their fingertips, your sales reps and dealers have everything they need to win more business and your customers have everything they need to make a buying decision quickly.

**Average Rating:** 3.8/5.0

**Total Reviews:** 19

#### How Do G2 Users Rate Cincom CPQ?

- **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 9.0/10)
- **Workflow Management:** 6.3/10 (Category avg: 8.4/10)
- **Contracts:** 7.7/10 (Category avg: 8.4/10)
- **Pricing Administration:** 6.7/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Cincom CPQ?

- **Seller:** [Cincom Systems](https://www.g2.com/sellers/cincom-systems-270de80e-7184-4bda-9b77-96ad2d5e27d5)
- **Year Founded:** 1968
- **HQ Location:** Cincinnati, OH
- **Twitter:** @Cincom  
1,887 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=644e8a4588c17c52f7ec77e89fb5947ea6dd697fc11f688ebd20c22a37f0f2fb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F6160%2F&secure%5Burl_type%5D=linkedin_company_website)  
461 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 58% Medium, 47% Large

#### What Are Recent G2 Reviews of Cincom CPQ?

**["Smart system to manage highly configurable Products which results increase in Sales growth"](https://www.g2.com/survey_responses/cincom-cpq-review-4214541)**

**Rating:** 4.0/5.0 stars

_— Nilesh P._

[Read full review](https://www.g2.com/survey_responses/cincom-cpq-review-4214541)

**["Great tool and easy to use"](https://www.g2.com/survey_responses/cincom-cpq-review-4269763)**

**Rating:** 4.5/5.0 stars

_— Verified User in Computer & Network Security_

[Read full review](https://www.g2.com/survey_responses/cincom-cpq-review-4269763)

#### What Are G2 Users Discussing About Cincom CPQ?

- [What is Cincom CPQ used for?](https://www.g2.com/discussions/what-is-cincom-cpq-used-for)

### [AutoQuotes](https://www.g2.com/products/autoquotes/reviews)

AutoQuotes (AQ), from Revalize is the foodservice equipment and supplies industry's most widely-used and trusted software. More than 20,000 industry professionals across North America, the UK, and Europe trust AQ to quote and sell every day. With a full suite of CPQ, design and data analytics applications, and the world's largest database of foodservice equipment and supplies, AQ's products keep the industry moving forward. The AQ solution suite connects foodservice equipment manufacturers, dealers, reps and consultants to simplify the sales process and work together to sell more, sell faster. It features 2D and 3D visualization, floor space planning, and AR/VR experiences that enable users (sales reps, distributors, and operators) to configure products, design spaces, explore virtually, build quotes, and complete orders. AutoQuotes is proud to be part of Revalize, an industry-leading CPQ, product and design platform that helps organizations accelerate their time-to-cash. Unlike other revenue management platforms, Revalize is built for the unique needs of specialty industries and offers comprehensive design-to-cash solutions that help 15,000+ customers globally to design, customize, quote, and sell more than $8B in products each month.

**Average Rating:** 4.6/5.0

**Total Reviews:** 15

#### How Do G2 Users Rate AutoQuotes?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.0/10)
- **Workflow Management:** 10.0/10 (Category avg: 8.4/10)
- **Contracts:** 9.2/10 (Category avg: 8.4/10)
- **Pricing Administration:** 8.3/10 (Category avg: 8.5/10)

#### Who Is the Company Behind AutoQuotes?

- **Seller:** [Revalize](https://www.g2.com/sellers/revalize)
- **Year Founded:** 2021
- **HQ Location:** Jacksonville, US
- **Twitter:** @revalize  
103 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ab8f67d72c51eb6fae256e1ad9536cf019942a779532d8ed364732edb502a8e3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frevalize%2F&secure%5Burl_type%5D=linkedin_company_website)  
531 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 82% Small, 12% Medium

#### What Are Recent G2 Reviews of AutoQuotes?

**["My 20+ Great Yrs. With AQ"](https://www.g2.com/survey_responses/autoquotes-review-5355540)**

**Rating:** 5.0/5.0 stars

_— Gregory G._

[Read full review](https://www.g2.com/survey_responses/autoquotes-review-5355540)

**["Improving your sales opportunities using AutoQuotes"](https://www.g2.com/survey_responses/autoquotes-review-5347746)**

**Rating:** 5.0/5.0 stars

_— Russell Z._

[Read full review](https://www.g2.com/survey_responses/autoquotes-review-5347746)

#### What Are G2 Users Discussing About AutoQuotes?

- [How do you use Autoquotes?](https://www.g2.com/discussions/how-do-you-use-autoquotes) - 1 comment
- [What is the use of Autoquotes?](https://www.g2.com/discussions/what-is-the-use-of-autoquotes)
- [How much does AutoQuotes cost?](https://www.g2.com/discussions/how-much-does-autoquotes-cost)
- [What does AutoQuotes do?](https://www.g2.com/discussions/what-does-autoquotes-do) - 1 comment

### [Revv](https://www.g2.com/products/revv-revv/reviews)

Revv pushes the boundaries of document automation and workflows. Revv gives you the flexibility to create documents from its rich template library or upload and send external WORD/PDF documents for electronic signatures. Additionally, it offers various signature types to meet every possible eSignature scenario. Whether you want to generate bulk documents for electronic signatures or obtain signatures on fillable web forms, Revv makes everything possible. It provides instant notifications, document analytics, and audit trails to keep you updated. Revv doubles the protection of your eSigning process with email and SMS authentication. Revv offers a robust proof of eSignature with state-of-the-art evidence management. It also offers video authentication for clickwrap signatures. Integrate business apps with Revv to simplify complex tasks and run your document workflows seamlessly. Revv is an all-in-one, no-code document workflow automation platform to run your business anywhere, anytime, and from any device. Revv provides robust protection and operates in a secure environment with multiple levels of encryption and compliance with local laws. BENEFITS: BETTER GOVERNANCE AND COMPLIANCE - Revv complies with ESIGN Act, UETA, and eIDAS regulation, which makes all eSigned documents legally binding. Revv meets all the requirements of electronic signatures. - Intent to sign: Revv confirms the signers’ intent by requesting signers to submit the electronic signatures. - Consent to do business electronically: Revv meets the consent requirement by asking signers to confirm their signatures before submitting the document. Revv also gives recipients an option to decline the signature request. - Signature attribution: Build document control with a full audit trail of each transaction. Revv satisfies signature attribution by capturing and storing all actions with the date and time stamps, signers' details, and IP addresses. - Record retention: Revv automatically creates a copy of signed records and sends it to both the sender and the recipient to maintain their transaction proofs. POWERFUL FEATURES TO CREATE NEW POSSIBILITIES WITH ELECTRONIC SIGNATURES & MAXIMIZE THE BUSINESS BENEFITS - - Create dynamic fields as form fields in the template and speed up your document creation process. Use the chosen template, add custom details in the form fields, and send it to customers to fill in the required information, and eSign the documents. - Flexibility to upload & send your PDF or DOCX files, edit them, and send for electronic signatures. - Gather crucial data from the signers in the form of text or image using the ‘Fill and Sign’ feature. - Ready-to-use templates and a rich editor to instantly create and customize business documents and increase business conversion rates. - Automate sending a document to multiple recipients using the Bulk Send feature and increase your productivity. - Configure eSignature workflows by integrating your everyday business apps through Zapier, Retool, and Native APIs, and save more time, money, and resources. - Liberty to choose the signature type - click-to-sign, draw a signature, or click-to-initial. - Real-time tracking and analytics to intervene and engage customers at the right time. - Multiple choices to get documents signed online via email, shareable links, fillable web forms, or API integrations. UNPARALLELED SECURITY - - Compliance with global and local eSignature laws and latest industry standards. - Two-factor (SMS and email) authentication to guarantee the identity of the signers. - High-level security with AWS global cloud certification (CSA, SOC 1, SOC2, and ISO 27001) to protect your data at every step. - PCI DSS compliant payment gateways LIFE-TIME STORAGE - Revv provides cloud-based storage that keeps your records safe, organized, and easily accessible - forever. ENHANCED CUSTOMER EXPERIENCE - - Send documents instantly to mobile devices via SMS, and reduce customer drop-out rates. - Collaboration features to interact with customers and team members within the documents and accelerate the signing process. A DIY PLATFORM THAT REQUIRES NO CODING SKILLS - Revv is very simple to use and easy to navigate. Its intuitive interface requires no external help or special skills. A SUPPORT SYSTEM BUILT TO EMPOWER CUSTOMERS - - A customer support team of experts that go above and beyond to empower your business. - 24/7 chat support - Multi-language support for documents - Support for designing and creating templates - Help center, support articles, and videos to guide you throughout the process

**Average Rating:** 4.6/5.0

**Total Reviews:** 45

#### How Do G2 Users Rate Revv?

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.0/10)
- **Workflow Management:** 8.3/10 (Category avg: 8.4/10)
- **Contracts:** 9.2/10 (Category avg: 8.4/10)
- **Pricing Administration:** 8.3/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Revv?

- **Seller:** [Revv](https://www.g2.com/sellers/revv-dd605773-fc55-47ed-b216-e73abbeb26b2)
- **Year Founded:** 2018
- **HQ Location:** Walnut, California
- **Twitter:** @REVV  
298 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=55a45d3d41e3614b851c1a9c18edf62f92f13d3563cbe8d960f091cbde01c409&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F14418325%2F&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 60% Small, 24% Medium

#### What Are Recent G2 Reviews of Revv?

**["Review for Revv"](https://www.g2.com/survey_responses/revv-review-6655282)**

**Rating:** 5.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/revv-review-6655282)

**["What a great product!"](https://www.g2.com/survey_responses/revv-review-5180735)**

**Rating:** 5.0/5.0 stars

_— Arezou Z._

[Read full review](https://www.g2.com/survey_responses/revv-review-5180735)

#### What Are G2 Users Discussing About Revv?

- [What is Revv used for?](https://www.g2.com/discussions/what-is-revv-used-for)

### [bit2win](https://www.g2.com/products/bit2win/reviews)

bit2win CPQ, Configure Price & Quote, Cloud and Mobile software Suite empowers sales, partners and customers to configure complex products and services, deliver accurate quotes and create smarter deals with the most updated product and pricing information. Bit2win, designed for enterprises going through the digital transformation and the automation of their sale processes and quote creation, enables the sale of both tangible goods and subscriptions and provides among the best out-of-the-box pricing functionality on the market. It supports recurring as well as use-based pricing, bundles and amendments to existing service contracts. Built natively on the Salesforce platform, bit2win CPQ Suite provides a set of vertical solutions to address major industries and markets like telecommunications, retail, utilities and financial business. Bit2win also provides an enriched loyalty and promotion module. Bit2win CPQ Suite enhances functionalities and efficiency to drive real effective digital transformation.

**Average Rating:** 4.3/5.0

**Total Reviews:** 13

#### How Do G2 Users Rate bit2win?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.0/10)
- **Workflow Management:** 8.0/10 (Category avg: 8.4/10)
- **Contracts:** 5.6/10 (Category avg: 8.4/10)
- **Pricing Administration:** 8.0/10 (Category avg: 8.5/10)

#### Who Is the Company Behind bit2win?

- **Seller:** [Bit2win s.r.l.](https://www.g2.com/sellers/bit2win-s-r-l)
- **Year Founded:** 2011
- **HQ Location:** Roma, Lazio
- **Twitter:** @bit2win\_  
155 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c7ee773889c2877557bf6d34e11601918f6053e958d86dde8780f4b726ca81ff&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbitwin%2F&secure%5Burl_type%5D=linkedin_company_website)  
103 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Telecommunications
- **Company Size:** 71% Large, 29% Small

#### What Are Recent G2 Reviews of bit2win?

**["Excellent experience for Digital Transformation of Business."](https://www.g2.com/survey_responses/bit2win-review-4471344)**

**Rating:** 5.0/5.0 stars

_— Sushant D._

[Read full review](https://www.g2.com/survey_responses/bit2win-review-4471344)

**["Powerful CPQ"](https://www.g2.com/survey_responses/bit2win-review-4485467)**

**Rating:** 5.0/5.0 stars

_— Verified User in Telecommunications_

[Read full review](https://www.g2.com/survey_responses/bit2win-review-4485467)

#### What Are G2 Users Discussing About bit2win?

- [What is bit2win used for?](https://www.g2.com/discussions/what-is-bit2win-used-for)

### [Powertrak CPQ](https://www.g2.com/products/powertrak-cpq/reviews)

Axonom CPQ from Revalize delivers quoting, ordering, and visual product configuration solutions to specialty manufacturers worldwide. The solution suite features 2D and 3D visualization, interactive drag-and-drop, floor space planning, and AR/VR experiences that enable users (sales, customers, partners, and distributors) to configure products, design spaces, explore virtually, build quotes, and complete orders. Axonom CPQ connects to leading ERP, CRM, and eCommerce platforms to drive revenue and profitability across all sales channels for manufacturers of complex products in the medical equipment, strength and fitness equipment, foodservice equipment, technical equipment, and across other industry segments. Axonom is proud to be part of Revalize, an industry-leading CPQ, product and design platform that helps organizations accelerate their time-to-cash. Unlike other revenue management platforms, Revalize is built for the unique needs of specialty industries and offers comprehensive design-to-cash solutions that help 15,000+ customers globally to design, customize, quote, and sell more than $8B in products each month.

**Average Rating:** 4.1/5.0

**Total Reviews:** 53

#### How Do G2 Users Rate Powertrak CPQ?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.0/10)
- **Workflow Management:** 6.9/10 (Category avg: 8.4/10)
- **Contracts:** 8.8/10 (Category avg: 8.4/10)
- **Pricing Administration:** 7.9/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Powertrak CPQ?

- **Seller:** [Revalize](https://www.g2.com/sellers/revalize)
- **Year Founded:** 2021
- **HQ Location:** Jacksonville, US
- **Twitter:** @revalize  
103 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ab8f67d72c51eb6fae256e1ad9536cf019942a779532d8ed364732edb502a8e3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frevalize%2F&secure%5Burl_type%5D=linkedin_company_website)  
531 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Medical Devices, Retail
- **Company Size:** 40% Medium, 36% Small

#### What Are Recent G2 Reviews of Powertrak CPQ?

**["Powertrak allowed us to provide our customers with an easy-to-use duct installation design tool"](https://www.g2.com/survey_responses/powertrak-cpq-review-4932077)**

**Rating:** 4.5/5.0 stars

_— Lynda S._

[Read full review](https://www.g2.com/survey_responses/powertrak-cpq-review-4932077)

**["Powertrak CPQ Review"](https://www.g2.com/survey_responses/powertrak-cpq-review-1859435)**

**Rating:** 5.0/5.0 stars

_— Cierra C._

[Read full review](https://www.g2.com/survey_responses/powertrak-cpq-review-1859435)

#### What Are G2 Users Discussing About Powertrak CPQ?

- [What is Powertrak CPQ used for?](https://www.g2.com/discussions/what-is-powertrak-cpq-used-for)

- [‹ Prev‹ Prev](/categories/cpq?order=g2_score&page=3&partner_key=JeanFran%C3%A7oisTOURELpage%2F2%2F&utm_c2525252520ontent2525252520ontent%5B2525252520ontent%5D=88677939&utm_gp=u230gr&utm_medium%E2%80%A6=undefined&utm_partner=symbaloonl&utm_s%E2%80%A6_campaign%E2%80%A6=%5Bobject+Object%5D&utm_s=%5Bobject+Object%5D&utm_source_=&utm_sq=gcdt8nj42i#product-list)
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- [Pricing](/categories/pricing)
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 ![Julie Jung](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julie Jung")
JJ

Researched and written by [Julie Jung](https://research.g2.com/insights/author/julie-jung)

Updated June 9, 2025

This page was last updated on June 9th, 2025

Configure, price, and quote (CPQ) software helps companies generate personalized pricing quotes quickly by automating the process while also reducing errors and improving the customer experience. It can also automate the proposal and quoting approval process and is therefore used by sales teams to accelerate the sales cycle, especially for complex customized orders, sales, or projects.

CPQ software allows users to configure what a customer or prospect wants to buy or the changes they want to make to existing orders. It also sets prices or discounts, and provides custom quotes that best fit the customer’s needs.

To increase efficiency and accuracy, CPQ software is most commonly offered as a ready-to-integrate solution that can be used with applications like [customer relationship management (CRM) software](https://www.g2.com/categories/crm), [enterprise resource planning (ERP) systems](https://www.g2.com/categories/erp-systems), and [e-commerce platforms](https://www.g2.com/categories/e-commerce-platforms).

To qualify for inclusion in the Configure, Price, and Quote (CPQ) category, a product must:

- Allow the use of CRM, ERP, or other enterprise software data to define and manage a product catalog, including price rules and descriptions of offered goods or services
- Configure products or services based on a customer’s specific needs, including selecting various options for customizations, product bundling, features, and other dependencies
- Automate pricing calculations based on custom pricing, discounts, costs, other financial rules, and external factors like competitors, market changes, or laws and regulations
- Generate personalized branded quotes or proposals quickly while also being able to modify, deliver, and track quote documents
- Provide analytics and reporting during the entire quoting process to gain insights on sales performance, quoting trends, product configurations, and suggestions to improve the process

Show More

* * *

## How Do You Choose the Right CPQ Software?

### What You Should Know About CPQ Software

### CPQ software buying insights at a glance

[CPQ software](https://www.g2.com/categories/cpq) enables organizations to define, validate, and operationalize the configuration, pricing, and quoting of products across their sales teams. As product catalogs become more modular and pricing more rule-driven, spanning discounts, bundles, and usage, manual quoting introduces errors, delays, and margin risk. CPQ platforms centralize configuration and pricing logic, enforce guardrails, and translate seller intent into quotes that finance and operations can actually fulfill, which is why many teams now treat CPQ as a revenue workflow layer rather than just a quoting screen.

Based on G2 reviews, companies most often adopt CPQ tools to replace spreadsheets, reduce approval back-and-forth, and improve coordination between sales, finance, and operations. Common use cases include managing complex configurations, automatically applying discount and approval rules, and generating accurate, branded quotes quickly. Reviewers consistently highlight speed, consistency, and compliance as the primary outcomes once CPQ is embedded into the sales process.

The category appears mature and well-liked, with an average rating of 4.50/5 and 90.7% of reviewers giving it 4 stars or higher. Scores are strongest for Meets Requirements (6.32/7), Ease of Use (6.21/7), and Quality of Support (6.27/7), while Ease of Setup (6.04/7) is where friction most often appears. With a likelihood to recommend averaging 8.99/10, the data suggests CPQ systems tend to “stick” when teams invest upfront in modeling products, pricing rules, and approvals correctly.

### Top FAQs from Buyers Research

- What are the must-have features in CPQ software for complex pricing?
- How do CPQ solutions integrate with [CRM](https://www.g2.com/categories/crm), [ERP](https://www.g2.com/categories/erp-systems), [billing](https://www.g2.com/categories/billing), and [product catalogs](https://www.g2.com/articles/product-catalog)?
- How long does it typically take to implement a CPQ platform end-to-end?
- What’s the expected ROI from CPQ tools (faster quotes, fewer errors, higher win rates)?
- What’s the difference between “best CPQ software” for enterprise complexity vs SMB speed?

**G2’s top-rated CPQ software** , highlighted on the category page, includes [Salesforce Revenue Cloud](https://www.g2.com/products/salesforce-salesforce-revenue-cloud/reviews) **,** [QuoteWerks](https://www.g2.com/products/quotewerks/reviews) **,** [DealHub.io](https://www.g2.com/products/dealhub-io/reviews), and [Oracle CPQ](https://www.g2.com/products/oracle-cpq/reviews). ([Source](https://www.g2.com/categories/cpq))

### What are the top-reviewed CPQs on G2?

Here are five widely top-reviewed / top-listed products shown on the G2 CPQ category page:

[Salesforce Revenue Cloud](https://www.g2.com/products/salesforce-salesforce-revenue-cloud/reviews)

- Number of Reviews: 1,187
- Satisfaction: 99
- Market Presence: 99
- G2 Score: 99

[DealHub.io](https://www.g2.com/products/dealhub-io/reviews)

- Number of Reviews: 631
- Satisfaction: 100
- Market Presence: 74
- G2 Score: 87

[Oracle CPQ](https://www.g2.com/products/oracle-cpq/reviews)

- Number of Reviews: 220
- Satisfaction: 52
- Market Presence: 99
- G2 Score: 76

[**HubSpot Commerce Hub**](https://www.g2.com/products/hubspot-commerce-hub/reviews)

- Number of Reviews: 24
- Satisfaction: 73
- Market Presence: 78
- G2 Score: 75

[**Experlogix CPQ**](https://www.g2.com/products/experlogix-cpq/reviews)

- Number of Reviews: 92
- Satisfaction: 85
- Market Presence: 62
- G2 Score: 73

Satisfaction reflects user-reported ratings across various factors, including ease of use, feature fit, and quality of support. ([Source 2](https://www.g2.com/reports))

Market Presence scores are calculated based on review volume, third-party signals, and overall market visibility. ([Source 2](https://www.g2.com/reports))

G2 Score is a weighted composite of Satisfaction and Market Presence. ([Source 2](https://www.g2.com/reports))

Learn how G2 scores products. ([Source 1](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..))

### What I Often See in CPQ?

#### Feedback Pros: What Users Consistently Appreciate

- **Guided selling reduces errors in complex bundles and options.**
- _“__What I like most about Salesforce Revenue Cloud is how it unifies CPQ, Billing, subscriptions, and revenue recognition into one seamless process, giving teams full visibility from quote to cash. The CPQ tools make handling complex pricing and bundling much easier and reduce errors, while automated billing ensures what’s quoted is what gets billed. I also value its strong support for subscription and usage models, built-in compliance with ASC 606/IFRS 15, and the fact that it’s fully native to Salesforce, which makes reporting simpler and improves the overall experience for both customers and revenue operations.”_ _-_ [_Connor H._](https://www.g2.com/products/salesforce-salesforce-revenue-cloud/reviews/salesforce-revenue-cloud-review-12018088)_, Salesforce Revenue Cloud Review_
- **Quote-to-cash workflows speed approvals and standardize quoting outputs.**
- _“__What I like best about DealHub.io is how it streamlines the entire sales process from quoting to closing. It simplifies creating and managing proposals, quotes, and contracts in a single platform, ensuring accuracy and consistency. The guided selling and CPQ features save time, reduce errors, and make it easier to collaborate with both internal teams and customers, ultimately accelerating deal cycles and improving the overall sales experience.” -_ [_Amarnath S._](https://www.g2.com/products/dealhub-io/reviews/dealhub-io-review-11310997)_, DealHub.io Review_
- **Real-time pricing rules keep discounts aligned with policy.**
- _“__Oracle CPQ makes the quoting and pricing process much more structured and error-free. The guided selling experience helps sales teams configure complex products easily without needing deep product knowledge. The automated approval workflows reduce manual intervention and speed up quote generation. Its integration with CRM and ERP systems ensures pricing, discounts, and product data are always consistent across teams. Overall, it helps improve quote accuracy, reduces turnaround time, and enhances the customer experience with faster and more professional proposals.”_ _-_ [_Harish T._](https://www.g2.com/products/oracle-cpq/reviews/oracle-cpq-review-11872156)_, Oracle CPQ Review_

#### Cons: Where Many Platforms Fall Short

- **Key revenue features come at an additional cost**
- _“__Unfortunately, key features such as e-signatures, custom billing automation, revenue reporting, and HubSpot payment processing come with extra charges. The e-commerce tools are not really built to help manage or expand an online business. For instance, even though HubSpot integrates with platforms like Shopify, WordPress, and WooCommerce, its Commerce Hub can be challenging to use and often requires the expertise of a HubSpot web developer for proper integration.” -_ [_Morgan S._](https://www.g2.com/products/hubspot-commerce-hub/reviews/hubspot-commerce-hub-review-12007247)_,_ _HubSpot Commerce Hub_
- **Output inconsistencies and limited reporting control**
- _“__Sometimes the way it appears in the templates is not the same, there are some limitations in the output documents. I would like to see some kind of self-service reporting.”_ _-_ [_Josephe M._](https://www.g2.com/products/experlogix-cpq/reviews/experlogix-cpq-review-10686425)_, Experlogix CPQ Review_
- **High flexibility, but time-intensive to configure and manage**
- _“__The customization options are impressive, but setting everything up to fit our credit-related workflows was time-consuming and involved a lot of trial and error. Certain features seem to demand the attention of a dedicated administrator to truly make the most of them. Additionally, while the reporting tools are robust, they can be overwhelming at first. Building credit-related tracking views often means spending significant effort on field mapping and creating complex formulas.” -_ [_Jhonadane U._](https://www.g2.com/products/salesforce-salesforce-revenue-cloud/reviews/salesforce-revenue-cloud-review-11969456)_,_ _Salesforce Revenue Cloud Review_

### My Expert Takeaway on CPQ Software

Based on G2 reviews, one pattern stands out: CPQ delivers the most value when it’s treated as a pricing and packaging operating system, not just a quoting interface. When rollouts struggle, it’s usually not because the [CPQ software](https://www.g2.com/categories/cpq) lacks capability, but because teams focus on UI configuration before establishing ownership over pricing rules, deal structures, and approval logic. That dynamic shows up clearly in your scores. Ease of Use (6.21/7) and Meets Requirements (6.32/7) are strong, while Ease of Setup (6.04/7) lags slightly, reflecting early-stage complexity rather than product weakness.

High-performing CPQ teams build on by balancing flexibility with governance from the start. They standardize core deal archetypes (new business, expansion, renewal, services), automate pricing policy wherever possible, and reserve human intervention for true exceptions via approval workflows. This separation reduces friction for sales while preserving pricing integrity for finance and operations.

The strongest outcomes also come from treating integrations as foundational, not optional. CPQ platforms perform best when product catalogs, CRM data, and downstream order and billing systems are aligned early, ensuring quotes reflect what the business can actually fulfill. Given your review mix skews toward Computer Software and IT Services, industries with modular offerings and fast iteration cycles, this governance-first approach is especially critical.

Ultimately, the “best CPQ software” isn’t defined by feature depth alone. It’s the platform an organization can own, govern, and evolve over time, supporting pricing experimentation and growth without eroding trust or slowing down revenue teams.

### CPQ Software FAQs

#### What is CPQ software?

CPQ software (configure, price, quote) enables revenue teams to accurately build complex offers, apply pricing and discount rules, and generate quote documents efficiently. It typically connects to a product catalog and [CRM](https://www.g2.com/categories/crm), so reps don’t manually stitch configurations and pricing in spreadsheets. The best CPQ software reduces quoting errors, shortens approval cycles, and improves handoffs to downstream order and billing systems.

#### What is the best CPQ tool?

The “best” CPQ tool depends on your complexity, including the number of SKUs, pricing rules, bundling logic, approval depth, and integration needs. If you sell simple packages, tools like [QuoteWerks](https://www.g2.com/products/quotewerks/reviews) or [DealHub.io](https://www.g2.com/products/dealhub-io/reviews) are often preferred for their speed, templates, and user-friendly interface for reps. If you sell highly configurable solutions, [Salesforce Revenue Cloud](https://www.g2.com/products/salesforce-salesforce-revenue-cloud/reviews) or [Oracle CPQ](https://www.g2.com/products/oracle-cpq/reviews) are typically better suited due to their advanced rule modeling, product constraints, and governance capabilities. Ultimately, the strongest cpq solutions are the ones that consistently enforce pricing policy while still keeping quotes fast and intuitive for sales reps.

#### Who uses CPQ software?

CPQ software is used most by sales reps, sales operations, revenue operations, and solutions consultants, plus finance teams who care about margin and approvals. In more complex businesses, product teams and deal desk roles also rely on CPQ tools to standardize offerings. Any org with frequent discounting, bundling, usage tiers, or custom configurations tends to benefit most from a CPQ platform.

#### Is CPQ a CRM tool?

CPQ isn’t a CRM tool, but it commonly integrates tightly with CRM. CRM manages accounts, contacts, pipeline, and activities; CPQ focuses on building the offer, configuration, pricing logic, discount approvals, and quote generation. Many teams initiate a deal in CRM, then launch CPQ for the quote, and push the finalized quote data back into CRM so that forecasting and reporting remain consistent.

#### Is CPQ an ERP?

No, CPQ is not an ERP. [ERP](https://www.g2.com/categories/erp) systems manage finance, procurement, inventory, and fulfillment across the business. CPQ sits earlier in the revenue flow, focusing on configuring the sellable package, pricing it correctly, and generating a quote. CPQ often sends clean order data to ERP (directly or through billing/order management tools) to reduce downstream rework and invoicing issues.

### Sources

1. [G2 Scoring Methodologies](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..)
2. [G2 Market Presence Score Overview](https://www.g2.com/reports)

Researched By: [Julie Jung](https://research.g2.com/insights/author/julie-jung)

**Last updated on: January 9, 2026**