  # Best CPQ Software - Page 7

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

   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




  ## How Many CPQ Software Products Does G2 Track?
**Total Products under this Category:** 219

  
## How Does G2 Rank CPQ Software Products?

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

- 30 Analysts and Data Experts
- 18,200+ Authentic Reviews
- 219+ 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.

  
## Which CPQ Software Is Best for Your Use Case?

- **Leader:** [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews)
- **Highest Performer:** [Experlogix CPQ](https://www.g2.com/products/experlogix-cpq/reviews)
- **Easiest to Use:** [Conga Advantage CPQ](https://www.g2.com/products/conga-advantage-cpq/reviews)
- **Top Trending:** [ServiceNow CPQ](https://www.g2.com/products/servicenow-cpq/reviews)
- **Best Free Software:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews)

  
---

**Sponsored**

### Conga Advantage CPQ

In today’s hyper-competitive market, selling isn’t just about closing deals; it’s about configuring the right solution, pricing it accurately, and quoting it in a timely manner to win the deal. This has become more difficult as the sales landscape evolves, making Configure Price Quote (CPQ) solutions even more essential. Conga CPQ is the only CPQ solution that can provide an alignment of operations across the entire commerce chain. This provides a single flow from quote to cash utilizing a single data model, where configured orders automatically consider negotiated products and pricing, and mixed billing is the norm. Conga CPQ helps companies shorten sales cycles, eliminate errors, and accelerate revenue with confidence. Key Features of Conga CPQ to transform your sales process: Robust Configuration and Pricing Rules: Consistent configuration and pricing rules across all channels guide the user through the configuration process to ensure the appropriate item is ordered and priced based on exact customer needs, eliminating the back and forth with the customer. Line Level Price Waterfall: Once discounts and promotions are applied, the user can select “analyze quote” to view the price waterfall, which shows details of the original price and all the items that went into the final price, as well as the cost to determine the margin. Contractual Awareness: Ensures that contractual agreements for pricing and product are being observed. Simply by placing the contract number into the account, the pricing engine will recognize that contract and insert the appropriate price. Deal Guidance: Provides visual cues to help users determine the optimal solutions for customers while staying within organizational parameters, avoiding time-consuming approvals. Subscription Management: Conga CPQ automatically manages any changes to terms, order amounts, swap-outs, or cancellations of subscription orders without the need for lengthy manual processes to update orders, agreements, and billing. Automated Workflows: Automated workflows streamline approvals and legal contract management, expediting the entire quoting process. Composable Commerce: With robust APIs and a comprehensive Software Development Kit (SDK), Conga CPQ enables organizations to utilize the same configuration and pricing engine, and a single catalog as part of any commerce process, such as self-service portals, customer support systems, and partner platforms. Unified Data Model: Businesses can easily track customer purchase history, and any subscription adjustments automatically flow into existing orders and billing, ensuring seamless revenue management across all channels. Document Generation: Instantly generate branded, professional quotes and proposals using Conga Document Automation. UI Flexibility: Customers can choose from multiple UI options such as a Web UI for remote sellers, imbed Conga CPQ into existing eCommerce solution such as self-service portals, customer support systems, existing CRM solutions like Salesforce or Microsoft, or create a new eCommerce site using a Conga-provided Software Development Kit. Analytics &amp; Reporting: Gain real-time visibility into quote performance, pricing trends, and sales cycle bottlenecks. Why Conga CPQ stands out in the CPQ Market: Conga CPQ sets itself apart in the CPQ landscape by offering unmatched flexibility, CRM-agnostic integration, and robust configuration capabilities, all within a scalable, enterprise-ready platform. Unlike other CPQ tools that struggle with complexity or require heavy customization, Conga CPQ adapts to your business rules and sales processes with minimal overhead. Support for Solution Selling: Conga CPQ supports evolving business models that incorporate the configuration and sale of multiple solutions (product, services, subscriptions, usage, etc.) on a single order. Enterprise-Ready Flexibility: Handles everything from simple quotes to highly complex, multi-tiered product configurations without sacrificing speed or control. Single Commerce Platform: Powered by the Conga Revenue Lifecycle Cloud, Conga CPQ seamlessly connects every step of revenue capture, from pricing and quoting to contract renewal to billing, through a single, fully extensible data model tailored to meet specific business needs. Robust APIs: With an API-first approach, Conga CPQ delivers a unified commerce experience across all go-to-market channels.



[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&amp;secure%5Bad_slot%5D=category_product_list&amp;secure%5Bcategory_id%5D=26&amp;secure%5Bdisplayable_resource_id%5D=26&amp;secure%5Bdisplayable_resource_type%5D=Category&amp;secure%5Bmedium%5D=sponsored&amp;secure%5Bplacement_reason%5D=page_category&amp;secure%5Bplacement_resource_ids%5D%5B%5D=26&amp;secure%5Bprioritized%5D=false&amp;secure%5Bproduct_id%5D=276&amp;secure%5Bresource_id%5D=26&amp;secure%5Bresource_type%5D=Category&amp;secure%5Bsource_type%5D=category_page&amp;secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fcpq%3Fpage%3D6&amp;secure%5Btoken%5D=eaec1c99a122e840a5893f472aa32a7de4cca5ea05600d3778879cb611e409f8&amp;secure%5Burl%5D=https%3A%2F%2Fttps%3A%2F%2Fconga.com%2Fdemo%3Futm_campaign%3Dg2clickcampaign-cpq-demo%26utm_source%3Dg2%26utm_medium%3Dreview-site%26utm_content%3D&amp;secure%5Burl_type%5D=book_demo)

---

  ## What Are the Top-Rated CPQ Software Products in 2026?
### 1. [Flexpricer®](https://www.g2.com/products/flexpricer/reviews)
  Flexpricer is a 100% native CPQ app for Salesforce Sales Cloud that helps users quote their products and services using different pricing models and configurations. It includes 38 out-of-the-box pricing, quoting and product configuration features enabled in combinations to deliver a high-quality, industry-led CPQ setups directly into Sales Cloud with minimal implementation effort. Industries that benefit from using Flexpricer include: \* Manufacturing \* Healthcare and Medical Products \* Insurance \* SaaS Subscriptions, Amendments, Renewals and Revenue Recognition \* Professional Services \* Resellers and Distributors To reduce the need for retained knowledge by users and/or spreadsheets, the app includes functionality to help reps with upselling, cross-selling and automating prices based on purchasing account, quantity or introducer. Flexpricer helps reduce technical debt in the organization as its functionality is driven by data records, not complex rules. This means that it is straightforward for Salesforce Administrators to set up, support and create Agentforce actions around. The enhanced pricing and quoting functionality extends standard Salesforce without the need for custom Opportunity, Quote or Product objects, which allows administrators to take full advantage of reporting, pipeline, forecasting, quota-management and other Sales Cloud features they currently license from Salesforce. Due its extension of standard Sales Cloud and data-driven approach, there is no need for the business to retain expensive, dedicated CPQ specialists on their team.



**Who Is the Company Behind Flexpricer®?**

- **Seller:** [CRM.Team](https://www.g2.com/sellers/crm-team)
- **Year Founded:** 2011
- **HQ Location:** Bishop&#39;s Stortford, GB
- **LinkedIn® Page:** https://www.linkedin.com/company/crm-team-global/ (3 employees on LinkedIn®)



### 2. [GelatoConnect](https://www.g2.com/products/gelatoconnect/reviews)
  Digital print production software - Master digital printing, with GelatoConnect With GelatoConnect Programmatic, you can manage, monitor, and automate every element of digital orders – from inventory to shipping, and all the processing, printing, and packaging in-between. The AI Estimator transforms how you quote. Get precise estimates in just 15 seconds and deliver customer-ready quotes in under 5 minutes — so you can respond first and win more jobs. By replacing manual estimation with AI, you cut quoting costs by up to 65% while protecting your margins with consistent pricing across your team. About Gelato: Gelato is a software company on a mission to redefine global manufacturing for people and the planet. At the heart of this transformation is GelatoConnect, an AI-powered, machine-agnostic operating system designed to help print producers capitalize on the growing demand for customized, on-demand products while unlocking new revenue streams. GelatoConnect enables control, efficiency, and growth by providing real-time operational insights, seamless order management, and AI-driven automation, all from a single system tested and proven by leading print businesses.



**Who Is the Company Behind GelatoConnect?**

- **Seller:** [Gelato Group](https://www.g2.com/sellers/gelato-group)
- **Year Founded:** 2007
- **HQ Location:** Oslo, NO
- **Twitter:** @Gelato_Globe (228 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/5037871 (487 employees on LinkedIn®)



### 3. [GeoQuotes](https://www.g2.com/products/geoquotes/reviews)
  GeoQuotes is a robust quoting tool that supports all your quoting, and invoicing needs. Create quotes, track and monitor quotes for changes, customize layouts, store contact records, company records, set recurring quotes and expiry dates. In addition, Integrate with project management tools like Monday.com, CRM applications like SugarCRM as well as accounting tools like Quick Books.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 1
**How Do G2 Users Rate GeoQuotes?**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.0/10)

**Who Is the Company Behind GeoQuotes?**

- **Seller:** [Eligeo CRM](https://www.g2.com/sellers/eligeo-crm)
- **Year Founded:** 2008
- **HQ Location:** Vancouver, CA
- **Twitter:** @eligeo (1,413 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/eligeo-crm (25 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Small-Business


### 4. [GoCloudz](https://www.g2.com/products/gocloudz/reviews)
  GoCloudz provides CPQ solution for Salesforce.



**Who Is the Company Behind GoCloudz?**

- **Seller:** [GoCloudz](https://www.g2.com/sellers/gocloudz)
- **Year Founded:** 2008
- **HQ Location:** Austin, US
- **LinkedIn® Page:** http://www.linkedin.com/company/gocloudz (1 employees on LinkedIn®)



### 5. [GrexPro](https://www.g2.com/products/grexpro/reviews)
  Look no further than GrexPro. Our cutting-edge software applications are designed to meet the unique needs of businesses across various industries, providing them with the tools they need to optimize efficiency, enhance productivity, and make data-driven decisions.



**Who Is the Company Behind GrexPro?**

- **Seller:** [Katalyst Software Services Ltd.](https://www.g2.com/sellers/katalyst-software-services-ltd)
- **Year Founded:** 2011
- **HQ Location:** Evanston, US
- **LinkedIn® Page:** https://www.linkedin.com/company/katalyst-technologies (258 employees on LinkedIn®)



### 6. [handify](https://www.g2.com/products/handify/reviews)
  handify is the Technical Sales Operating System built for B2B companies selling ingredients, chemicals, raw materials, and technically complex products. Unlike generic CRMs, handify is purpose-built for the way technical sales actually works — long cycles, spec-driven decisions, and product knowledge at the center of every deal. Core capabilities include: intelligent product catalog with attribute-based filtering, TDS/SDS/CoA document management, Intelligent Bundles (products + docs + quotes + samples in one shareable link), CPQ with cost structures and margin controls, sample request tracking, pipeline management, AI-powered product recommendations, and an AR Helper for accounts receivable automation. handify complements your existing CRM or ERP — it fills the technical sales execution gap that tools like Salesforce and SAP were never designed to address. Built for: food ingredients, flavor &amp; fragrance, specialty chemicals, cosmetics raw materials, industrial equipment, and any B2B company selling technically complex products. https://handify.app



**Who Is the Company Behind handify?**

- **Seller:** [Evanon](https://www.g2.com/sellers/evanon)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/handify-app/ (1 employees on LinkedIn®)



### 7. [HeadQ Commerce](https://www.g2.com/products/headq-commerce/reviews)
  HeadQ helps manufacturing companies and distributors sell complex products online — the way your customers actually want to buy. Your main products need more than an &quot;add to cart&quot; button. (Though we handle spare parts and consumables that way too.) Our platform combines Visual CPQ, Product Finder, and pricing tools so buyers can configure and price products themselves — while you stay in control of your products, business rules, and customer relationships. Most B2B ecommerce platforms weren&#39;t built for complexity. And most CPQ tools only work for sales reps. HeadQ fits your sales model instead of forcing you to fit ours. Self-service, sales-assisted, or a mix of both — you decide.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 3
**How Do G2 Users Rate HeadQ Commerce?**

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.0/10)

**Who Is the Company Behind HeadQ Commerce?**

- **Seller:** [HeadQ](https://www.g2.com/sellers/headq)
- **Year Founded:** 2022
- **HQ Location:** Helsinki, FI
- **LinkedIn® Page:** https://linkedin.com/company/headq-digital-commerce (5 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 67% Mid-Market, 33% Small-Business


#### What Are HeadQ Commerce's Pros and Cons?

**Pros:**

- Customer Satisfaction (2 reviews)
- Customer Support (2 reviews)
- Solutions Innovation (2 reviews)
- Data Management (1 reviews)
- Ease of Use (1 reviews)


### 8. [Knowledge Bridge](https://www.g2.com/products/knowledge-bridge/reviews)
  Knowledge Bridge (kBridge) from Engineering Intent, Inc., enables you to develop 3D visual configuration for engineered products. But configuration is only one element – kBridge enables you to build a comprehensively engineered quote-to-delivery system, one that can use concise UIs suitable for non-technical resources, step-by-step engineering processes for maximum consistency, and automatic checks against product standards and mandates. With kBridge, you can develop systems that automatically generate illustrated quotes with to-scale drawings and renderings; develop pricing based on every aspect of a quoted product; and automate follow-on data for enterprise resource planning, CNC and other manufacturing processes. This includes field fabrication support, product/training/repair documentation, installation manuals, and much more. You can build a system that goes miles beyond conventional CPQ processes by creating a true EPQ system—Engineer, Price, Quote system. More at https://www.engineeringintent.com/product-overview Backed by a responsive development group and world-class expert resources sited in the US, Europe, and Asia, kBridge and the services arm of Engineering Intent empowers a wide range of industries around the world to provide unexcelled, fully-engineered offerings to their customers, faster than their competitors.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 4
**How Do G2 Users Rate Knowledge Bridge?**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.0/10)

**Who Is the Company Behind Knowledge Bridge?**

- **Seller:** [Engineering Intent](https://www.g2.com/sellers/engineering-intent)
- **Year Founded:** 1991
- **HQ Location:** Medfield, US
- **LinkedIn® Page:** http://linkedin.com/company/engineering-intent-corporation (21 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 50% Small-Business, 25% Enterprise


### 9. [LazSales](https://www.g2.com/products/lazsales/reviews)
  LazSales is the result—a platform that brings automation, transparency, and speed into one intuitive quoting workflow. Unlike most tools that are bloated or inflexible, LazSales helps users instantly generate and manage quotes with embedded CRM-lite features and plug-and-play web widgets—no engineering support required. Our broader vision? To help salespeople be &quot;lazier&quot;—because we believe the less time spent on paperwork, the more energy you have to sell, connect, and grow.



**Who Is the Company Behind LazSales?**

- **Seller:** [LazSales](https://www.g2.com/sellers/lazsales)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://linkedin.com/company/lazsales (1 employees on LinkedIn®)



### 10. [LeadDoubler](https://www.g2.com/products/leaddoubler/reviews)
  Create and launch interactive lead generating calculators in seconds, embed it on your website to engage visitors and capture leads directly into the built in CRM system or shoot it into your existing sales and marketing stack whether that is HubSpot, Salesforce, Active Campaign, MailChimp or Zapier. With LeadDoubler you can convert existing Excel files into online calculators with a few clicks. No coding required - no developer delays. Launch your calculators as lead generation widgets on your website with cut&#39;n paste embed code or use it to support your sales team with fully automated intelligent pricing configurators powered by your Excel file and help your sales team close more deals on the spot. With LeadDoubler your interactive form can generate and display calculated results instantly online or generate and send pdf files - such as contracts and proposals - autogenerated. LeadDoubler is used by companies in 52+ verticals such as real estate agents generating leads, heat pump installers getting leads and generating quotes instantly and by banks and insurance companies to engage and drive leads.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 10
**How Do G2 Users Rate LeadDoubler?**

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.0/10)

**Who Is the Company Behind LeadDoubler?**

- **Seller:** [LeadDoubler](https://www.g2.com/sellers/leaddoubler)
- **Year Founded:** 2010
- **HQ Location:** Vordingborg, Denmark
- **Twitter:** @leaddoubler (4,128 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2656617/ (13 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 91% Small-Business, 18% Mid-Market


### 11. [LineNer - Manage Products &amp; Bundles](https://www.g2.com/products/linener-manage-products-bundles/reviews)
  Tired of manually adding and updating products in every HubSpot deal? LineNer helps you automate line item management so your team can focus on closing deals instead of fixing data. More than just a utility, it is a reliable solution for structuring products, pricing, and deal logic directly through workflows. LineNer allows you to automatically add, update, or remove line items based on predefined rules, deal properties, or pipeline conditions. You can use dynamic templates and predefined bundles to standardize pricing, apply discounts, work with decimal numbers, and keep deals consistent across teams and pipelines. All automation rules can be adjusted, paused, or removed at any time, giving you full control without custom code. LineNer is useful for sales, RevOps, and operations teams across industries such as SaaS, real estate, education, healthcare, and professional services that rely on clean, predictable deal data in HubSpot.



**Who Is the Company Behind LineNer - Manage Products &amp; Bundles?**

- **Seller:** [4CRMs](https://www.g2.com/sellers/4crms)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/4crms (3 employees on LinkedIn®)



### 12. [Lino 3D Configuration &amp; CPQ Software](https://www.g2.com/products/lino-3d-configuration-cpq-software/reviews)
  The Lino Team offers premium consulting on end-to-end process automation and software solutions for design and sales automation, system configuration, virtual/mixed reality and 3D web visualization. Enterprises in many manufacturing industries realize efficient, end-to-end sales and product development processes with enormous savings potential with the Lino Team along with Tacton Configurator and Software Made by Lino® products.



**Who Is the Company Behind Lino 3D Configuration &amp; CPQ Software?**

- **Seller:** [Lino](https://www.g2.com/sellers/lino)
- **Year Founded:** 2007
- **HQ Location:** Mainz, DE
- **LinkedIn® Page:** https://www.linkedin.com/company/lino-gmbh (27 employees on LinkedIn®)



### 13. [lionel](https://www.g2.com/products/lionel/reviews)
  Smart4 is a comprehensive software solution designed to streamline the commercial processes of businesses responding to public or private tenders. It offers three integrated modules—CPQ (Configure, Price, Quote), Proposal Management, and CRM—that can function independently or together to enhance efficiency and accuracy in bid preparation and client relationship management. Key Features and Functionality: - CPQ (Configure, Price, Quote): An adaptable and user-friendly tool that allows for precise and rapid cost estimation, tailored to specific industry needs without requiring extensive development. - Proposal Management: Enables the automatic generation of customized, professional-quality technical and commercial documents, facilitating the creation of tailored proposals and contracts. - CRM (Customer Relationship Management): Designed with sales teams in mind, this module automates data integration from the CPQ tool, ensuring that customer information is consistently up-to-date and easily accessible. Primary Value and User Solutions: Smart4 addresses the challenges businesses face in managing complex tender processes by providing an integrated platform that reduces manual effort, minimizes errors, and accelerates the creation of accurate and professional proposals. By automating key aspects of the sales cycle, Smart4 enhances productivity, ensures compliance with tender requirements, and improves the overall quality of client interactions.



**Who Is the Company Behind lionel?**

- **Seller:** [Smart Proposal](https://www.g2.com/sellers/smart-proposal)
- **HQ Location:** Marseille, FR
- **LinkedIn® Page:** https://www.linkedin.com/company/smartproposal/ (10 employees on LinkedIn®)



### 14. [Luminovo](https://www.g2.com/products/luminovo/reviews)
  Luminovo is a strategic electronics supply chain platform with teams and customers worldwide. We connect stakeholders, data, and workflows across OEMs, EMS, and suppliers in a single, cloud-native, AI-powered platform, so that innovations reach the market faster, more economically, and with greater resilience. By bringing everyone into one place, we reduce friction and turn operational task into strategic execution: supply-chain data is centralized, risks are visible with actionable alternatives, sourcing is automated, and collaboration is seamless.



**Who Is the Company Behind Luminovo?**

- **Seller:** [Luminovo](https://www.g2.com/sellers/luminovo)
- **Year Founded:** 2017
- **HQ Location:** Munich, DE
- **LinkedIn® Page:** https://www.linkedin.com/company/luminovo/ (81 employees on LinkedIn®)



### 15. [MasterStream](https://www.g2.com/products/masterstream/reviews)
  MasterStream ERP serves the telecom industry with intelligent software and process solutions. It can streamline the business functions within your sales process with turn-key automation solutions or with scalable tools that you can integrate into your existing systems.



**Who Is the Company Behind MasterStream?**

- **Seller:** [MasterStream](https://www.g2.com/sellers/masterstream)
- **Year Founded:** 2015
- **HQ Location:** Westborough, US
- **LinkedIn® Page:** https://www.linkedin.com/company/connected2fiber (126 employees on LinkedIn®)



### 16. [Merkato](https://www.g2.com/products/merkato/reviews)
  Merkato is our software suite for product and sales configuration.



**Who Is the Company Behind Merkato?**

- **Seller:** [Quootz](https://www.g2.com/sellers/quootz)
- **Year Founded:** 2010
- **HQ Location:** Apeldoorn, NL
- **Twitter:** @quootz (12 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/quootz-bv/ (12 employees on LinkedIn®)



### 17. [MiClient](https://www.g2.com/products/miclient/reviews)
  MiClient offers complete solution for Proposal Management; from creating a proposal to the closure. With the inclusion of automated Client On-boarding process, assure greater conversion rate and improved Client Experience. This also helps you to understand your proposals and get all the details to increase your Closures. Reduce the Churn and convert more proposals to Active Invoices.



**Who Is the Company Behind MiClient?**

- **Seller:** [Miclient](https://www.g2.com/sellers/miclient)
- **Year Founded:** 2018
- **HQ Location:** Gurugram, IN
- **LinkedIn® Page:** https://www.linkedin.com/company/miclient/ (45 employees on LinkedIn®)



### 18. [MyBidQuick](https://www.g2.com/products/mybidquick/reviews)
  MyBidQuick is a white-label instant quoting platform built for cleaning and exterior service companies. It gives every business a branded quote page at their own subdomain (yourcompany.mybidquick.com) where customers can get instant cleaning quotes in under 60 seconds — no phone calls, no waiting. When a customer visits the quote page, they enter their property details and select from tiered service packages (Standard, Premium, Platinum). MyBidQuick&#39;s smart upsell cascade automatically suggests related services — a house wash customer sees window cleaning, then gutter cleaning — increasing average ticket value by 40-60% without any manual sales effort. Every quote submission delivers a qualified lead with the customer&#39;s name, email, phone, address, and exactly what they need. Leads flow into the built-in CRM dashboard with drag-and-drop Kanban boards, automated follow-up sequences, and conversion tracking. Unlike traditional quoting software with monthly subscriptions, MyBidQuick uses a pay-per-lead credit model. Companies buy credit packs starting at $2.50 per lead with no monthly fees and no contracts. New accounts get 3 free credits to start. Key features include white-label branding with logo, colors, and custom subdomain; a smart upsell cascade for cross-selling related services; three-tier pricing packages per service; a built-in CRM with Kanban pipeline; automated follow-up email sequences; a QR code generator for marketing materials; an embeddable quote widget with three embed options; and a fully mobile-optimized quote flow. MyBidQuick is ideal for pressure washing companies, house washing services, window cleaning businesses, gutter cleaning companies, and multi-service exterior cleaning operations. Founded in 2026, MyBidQuick is headquartered in the United States and serves cleaning companies of all sizes looking to generate more leads and close more jobs with less manual effort.



**Who Is the Company Behind MyBidQuick?**

- **Seller:** [MyBidQuick](https://www.g2.com/sellers/mybidquick)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)



### 19. [Netformx Suite of Applications](https://www.g2.com/products/netformx-suite-of-applications/reviews)
  Netformx Suite of Applications enables Design, Sales, and Sales Operations users to gain actionable insights through automated processes, cooperating applications, and shared data that are integrated across your company’s workflow, from opportunity-to-quote to post-sale analysis and channel management. Netformix Suite of Applications also enables users to quickly and accurately create differentiated, winning multi-vendor designs, quotes and proposals, while leveraging business insights and analytics to increase productivity and profitability.



**Who Is the Company Behind Netformx Suite of Applications?**

- **Seller:** [Netformx](https://www.g2.com/sellers/netformx)
- **Year Founded:** 1994
- **HQ Location:** San Jose, US
- **Twitter:** @Netformx (246 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/netformx/ (44 employees on LinkedIn®)



### 20. [Nextian](https://www.g2.com/products/nextian/reviews)
  Quote-to-Cash for cloud &amp; communications subscription services enabling providers to grow revenues, retain customer base and increase customer lifetime value: CPQ &amp; SALES: Quote complex products and services with CPQ extensions to Sales Cloud designed specifically for cloud and communications services. ORDER MANAGEMENT: Save time, avoid errors, and ensure 100% order accuracy with a fully automated quote to order conversions. SERVICE MANAGEMENT &amp; MONITORING: Achieve operational excellence with account, service, billing and monitoring information integrated in the CRM. CUSTOMER SUPPORT: Shorten issue resolution times by integrating subscription information, 360° account details and monitoring data in the CRM. REPORTING &amp; ANALYTICS: Stay on top of your reporting game with 80+ pre-configured dashboards and reports featuring real time updates and pre-built, best-practice Quote-to-Cash, subscription service and recurring revenue metrics.



**Who Is the Company Behind Nextian?**

- **Seller:** [Nextian](https://www.g2.com/sellers/nextian)
- **Year Founded:** 2017
- **HQ Location:** Plano, Texas
- **LinkedIn® Page:** https://www.linkedin.com/company/nextian (18 employees on LinkedIn®)



### 21. [Odoo CPQ](https://www.g2.com/products/odoo-cpq/reviews)
  Odoo CPQ (Configure, Price, Quote) is a robust module designed to streamline the quotation process for businesses. It offers a comprehensive suite of features that enable sales teams to create professional, accurate, and customized quotations efficiently. Aktiv Software is an official Odoo implementation partner specializing in providing tailored solutions to businesses of all sizes. With a team of experienced individuals, Aktiv Software offers a wide range of services, including consulting, customization, integration, migration, training, and support for all things Odoo.



**Who Is the Company Behind Odoo CPQ?**

- **Seller:** [Aktiv Software](https://www.g2.com/sellers/aktiv-software)
- **Year Founded:** 2015
- **HQ Location:** Ahmedabad, IN
- **LinkedIn® Page:** https://www.linkedin.com/company/aktiv-software (103 employees on LinkedIn®)



### 22. [Ofca CPQ](https://www.g2.com/products/ofca-cpq/reviews)
  Ofca CPQ, or Configure, Price, Quote software is a Telco-specialized sales tool for creating quick and accurate quotes. In today&#39;s highly competitive business landscape, Communication Service Providers (CSPs) are constantly seeking innovative solutions to streamline their sales processes and drive growth. Efficient quoting and pricing play a crucial role in securing deals and maximizing revenue. Ofca CPQ – a powerful no-code Configure, Price, Quote solution revolutionizes CSPs quoting by simplifying quote calculation configuration, approval processes, and facilitating real-time collaboration between various departments involved in product placement on the market. How can Ofca CPQ increase profitability? By leveraging the capabilities of Ofca CPQ, telecom businesses can optimize pricing strategies, identify, and seize upsell opportunities, control margins, streamline sales process, and gain valuable insights into profitability. These factors collectively contribute to increased profitability, helping businesses achieve their financial goals while delivering excellent value to customers. Increased sales efficiency and accelerated sales cycles Ofca CPQ empowers sales teams to generate accurate quotes quickly and effortlessly from a complex product offering. The intuitive user interface enables users to select product options, add-ons, and configurations with ease for both SME/SOHO segments as well as for large deals. With real-time pricing and discounting capabilities, financial impact calculations, and history of customer activities and active services, sales reps can create compelling quotes tailored to each customer&#39;s unique needs. The accelerated sales cycle is a direct result of the increased efficiency of the sales force by a 30% or more. With the ability to generate precise quotes quickly, and faster approval process, sales force experienced a significant reduction in sales cycle length. Sales representatives can provide prospects with accurate quotes during initial conversations and quote is delivered on prospect e-mail within minutes, thereby reducing the time it takes to move from lead generation to quote tailoring, offer and finally deal closure. Ofca CPQ solution enables sales teams to respond quickly to customer inquiries and deliver customized proposals promptly. By automating the process, Ofca CPQ reduces the time spent on administrative tasks, allowing sales force to focus on building relationships with customers and closing deals. Increased close rates and revenue growth The implementation of CPQ solution empowers sales teams to deliver compelling proposals and quotes to potential customers. With easy access to product catalogs, pricing information, and promotional offers, sales representatives create tailored proposals aligned with customer needs and preferences. As a result, the close rates improved substantially, leading to a surge in the number of closed deals. Expected increase is 25% or more. Reduced manual work and error-free quotes One of the primary challenges CSP faced before implementing Ofca CPQ, were manual processes, including spreadsheet-based quoting and pricing calculations in offline. This manual work was not only time-consuming, but also led to multiple errors, leading to incorrect quotes, inaccurate margins, and revenue loss. With simplified portfolio and pricing rules configuration manual work was eliminated as well as spreadsheet errors and discontinued processes. Ofca enables CSP product management teams simple and fast configuration of their portfolio and pricing rules within simple No-code configuration interface, enabling sales teams with up to date portfolio offerings, promotions, error-free quotes, and transparent and reliable pricing information to the customer. Fast integration and elimination of discontinued processes Ofca CPQ enables fast integration with CRM, ERP and other existing business tools used across all departments in a company. This integration eliminates disconnected processes, enabling real-time data access across channels and enhances collaboration between different business units using the tools. Sales representatives access up to date information aligned between external tools (e.g. CRM, ERP, Marketing tool) and Ofca CPQ, including product, inventory, and pricing information, resulting in a data accuracy across the sales and operations tool landscape. Let&#39;s sum it up In the rapid world of Communication Service Providers, Ofca CPQ stands out as a game-changing solution that transforms sales efficiency, accelerates sales cycles, increases close rates, speeds up time to market, and drives revenue growth. By simplifying and automating quoting and pricing processes, Ofca CPQ empowers sales teams to generate accurate quotes quickly and deliver compelling proposals. Configuration of the portfolio and pricing rules within Ofca Configurator enables product management teams to react to the market needs and deliver compelling portfolios for their customers. The elimination of manual work and errors ensures transparent and reliable pricing information for customers, while the seamless integration with existing business tools fosters real-time collaboration and data accuracy. With Ofca CPQ, CSPs can position themselves as industry leaders by streamlining their operations and optimizing their sales processes. With its user-friendly interface, fast integrations, and data accuracy, Ofca CPQ is a solution made for CSPs looking to optimize their sales processes, increase revenue, and deliver exceptional customer experiences in the ever-evolving Telecom industry.



**Who Is the Company Behind Ofca CPQ?**

- **Seller:** [Triple-Innovations Ltd](https://www.g2.com/sellers/triple-innovations-ltd)
- **Year Founded:** 2013
- **HQ Location:** Zagreb, HR
- **LinkedIn® Page:** https://www.linkedin.com/company/triple-innovations/ (26 employees on LinkedIn®)



### 23. [OneBill CPQ](https://www.g2.com/products/onebill-cpq/reviews)
  OneBill CPQ helps businesses to improve their sales operations by removing manual processes and complexities from the sales process and deliver fast, error-free quotes and eliminate order errors. With OneBill CPQ, businesses can streamline your Configure-Price-Quote Process by creating product and pricing plans with unique configurations, promotions and bundles for specific customers, and automate their quote approval process.



**Who Is the Company Behind OneBill CPQ?**

- **Seller:** [OneBill Software](https://www.g2.com/sellers/onebill-software)
- **Year Founded:** 2009
- **HQ Location:** Santa Clara, California
- **Twitter:** @onebillsoftware (1,187 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/onebill-inc (165 employees on LinkedIn®)



### 24. [OneCPQ](https://www.g2.com/products/onecpq/reviews)
  OneCPQ offers Salesforce native Configure Price Quote Solution.



**Who Is the Company Behind OneCPQ?**

- **Seller:** [BizTBaa](https://www.g2.com/sellers/biztbaa)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Mid-Market


### 25. [Oroox Quote](https://www.g2.com/products/oroox-quote/reviews)
  Oroox Quote is an advanced eCommerce solution for streamlining instant quoting, order processing, shipping, packing, nesting, and lead time estimation. The platform generates real-time, accurate quotes for handling custom models from Sheet Metal, CNC Machining, and Tube Laser Cutting. While seamlessly integrating with ERP, CRM, and Processing software. It supports multiple markets, pricing structures, margin configurations, and handles various currencies, all while offering multilingual support. Oroox also features a highly customizable, white-labeled front store design, allowing businesses to tailor the customer-facing experience to align with their brand identity. Automated workflows enable instant 24/7 quoting, ensuring continuous operation without delays, accelerating sales and revenue growth, and significantly reducing administrative costs.


  **Average Rating:** 3.8/5.0
  **Total Reviews:** 3
**How Do G2 Users Rate Oroox Quote?**

- **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 9.0/10)

**Who Is the Company Behind Oroox Quote?**

- **Seller:** [Oroox](https://www.g2.com/sellers/oroox)
- **Year Founded:** 2014
- **HQ Location:** Ruggell, LI
- **Twitter:** @orooxnews (11 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/oroox (19 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 33% Enterprise, 33% Mid-Market



    ## What Is CPQ Software?
  [Quote Management Software](https://www.g2.com/categories/quote-management)
  ## What Software Categories Are Similar to CPQ Software?
    - [Proposal Software](https://www.g2.com/categories/proposal)
    - [E-Signature Software](https://www.g2.com/categories/e-signature)
    - [Quote-to-Cash Software](https://www.g2.com/categories/quote-to-cash)

  
---

## 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**



    
