# Best CPQ Software - Page 9

## 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
- 18,800+ 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=2026-08-03T16%3A44%3A34Z&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%3D9%26trk%3Dpublic_post_comment-text&secure%5Btoken%5D=194681f4af1058a8451b8fa30305db14f630705c792544066c6255892ff3e3ab&secure%5Burl%5D=https%3A%2F%2Fwww.gorevpal.com&secure%5Burl_type%5D=company_website)

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

PSQuote is a full-featured CPQ for professional services built on the Salesforce platform. With it, you can eliminate spreadsheets, confusion, and disjointed systems. We believe you deserve to spend more time focused on delivery and less time quoting. That’s why we created PSQuote. Professional services organizations can finally get rid of the disjointed system of spreadsheets and manual re-entry into CRM/PSA tools. Too many people still work this way because automated solutions haven’t been available with the features needed for real services quoting. Once you have PSQuote, you can create a quote within Salesforce, build statements of work, plan margin, track sales, and sync to downstream PSA projects. When you can see your projects clearly from pre-sales to billing, you can increase revenue. PSQuote is a robust, unified system to create your professional services quotes, built natively on the Salesforce platform.

**Average Rating:** 4.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind PSQuote?

- **Seller:** [CLD Partners](https://www.g2.com/sellers/cld-partners)
- **Year Founded:** 2010
- **HQ Location:** Front Royal, US
- **Twitter:** @cldpartners  
31 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=66b4addd2365bd7104446e6b03c90c4456bc77ae28996ff55410f2c66bf34975&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1886312%2F&secure%5Burl_type%5D=linkedin_company_website)  
43 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["If you've used Salesforce before, this is kinda "easier" version of it."](https://www.g2.com/survey_responses/psquote-review-6793992)**

**Rating:** 4.0/5.0 stars

_— Verified User in Medical Devices_

[Read full review](https://www.g2.com/survey_responses/psquote-review-6793992)

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

Qoteit is a SaaS designed to help sales teams, consultants and freelancers create, design and share sales quotations with their customers. Creating sales quotations is a repetitive and time consuming task. With Qoteit you will be able to design your own theme and generate a sales quotation in pdf format with a few clicks. You will also be able to collaborate with other team members to review and approve sales quotations. Qoteit also offers a simple tool to manage your customers and contacts information which is very useful for small teams who don’t have a CRM. It also manages your products catalog, so you can easily import them into a quotation with all the needed details. Qoteit is simple and easy to use, with flexibly-designed features that fit with different business needs. In addition, Qoteit provides you with a nice dashboard that gives you a quick overview on the deals you have and your team performance.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Qoteit?

- **Seller:** [Qoteit](https://www.g2.com/sellers/qoteit)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["Easiest software for Quotation"](https://www.g2.com/survey_responses/qoteit-review-6985425)**

**Rating:** 5.0/5.0 stars

_— Sunita G._

[Read full review](https://www.g2.com/survey_responses/qoteit-review-6985425)

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

QuoteConfigurato gives you a clear overview of the quote and you cannot accidentally devise combinations that cannot be integrated with one another. QuoteConfigurator tool is designed to be user-friendly and make our dealers lives easier.

**Average Rating:** 2.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate QuoteConfigurator?

- **Has the product been a good partner in doing business?:** 3.3/10 (Category avg: 9.0/10)

#### Who Is the Company Behind QuoteConfigurator?

- **Seller:** [Skandia Elevator](https://www.g2.com/sellers/skandia-elevator)
- **Year Founded:** 1914
- **HQ Location:** Vara, SE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2e88fd6c37af15a94267da82b1933bed3106dcdd0ee06ff1b7211a5361970e1d&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fskandia-elevator-ab&secure%5Burl_type%5D=linkedin_company_website)  
57 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

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

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

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

Salesbuildr is a web based quoting tool and self service storefront that deeply integrates with Autotask PSA and a large selection of European distributors. It enables your team to create great looking quotes in minutes, while automating large parts of daily workflows.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Salesbuildr?

- **Workflow Management:** 8.3/10 (Category avg: 8.4/10)
- **Contracts:** 8.3/10 (Category avg: 8.4/10)
- **Pricing Administration:** 8.3/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Salesbuildr?

- **Seller:** [Salesbuildr](https://www.g2.com/sellers/salesbuildr)
- **Year Founded:** 2019
- **HQ Location:** Amsterdam, NL
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d565710eab228ae593f6b3f853f64c3a6fc05c342a204e98d85cd1f880bb0bc6&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsalesbuildr&secure%5Burl_type%5D=linkedin_company_website)  
15 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["MSP tasks done quick and easy"](https://www.g2.com/survey_responses/salesbuildr-review-7739654)**

**Rating:** 4.5/5.0 stars

_— Pepijn V._

[Read full review](https://www.g2.com/survey_responses/salesbuildr-review-7739654)

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

SalesWon is an award-winning CRM application built on ServiceNow, Forbes #1 most innovative company of 2018. If you're sick of managing your sales process with spreadsheets and disparate apps or are using an overly complex CRM tool that causes more friction in your sales cycle than leads, check out SalesWon's CRM. We built SalesWon to help sales teams like yours modernize their sales process and get rid of the disparate apps, spreadsheets and legacy platforms slowing you down. With more than 40 features, SalesWon offers a robust quote to cash to customer service application. Easily access data, view reports, receive notifications and track SLA's to ensure your sales team is on track and exceeding your targets. ServiceNow's built-in reporting and dashboard functionality gives managers a holistic, 30,000 view of the sales process. As a ServiceNow company, SalesWon helps your organization consolidate enterprise applications and drastically reduce license, support and training costs across the enterprise. With our quick deployment offering, we can get your team up and running on SalesWon in a matter of weeks. Our CRM provides features including: campaigns, leads, accounts, contacts, opportunities, activities, quotes, and orders.

**Average Rating:** 3.8/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate SalesWon?

- **Has the product been a good partner in doing business?:** 5.0/10 (Category avg: 9.0/10)

#### Who Is the Company Behind SalesWon?

- **Seller:** [SalesWon](https://www.g2.com/sellers/saleswon-fe0cc263-e416-40be-b2c1-17391361e1ab)
- **HQ Location:** Mason, US
- **Twitter:** @saleswon  
13 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b4d4189527251028e2483677c413671e502370bc9a4a0d591ca57ee7c3e13fde&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsaleswon%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Large, 33% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **access ease** of SalesWon, enhancing efficiency in tracking closed deals and gaining clear insights.
- Users value the **enhanced customer satisfaction** that SalesWon provides by simplifying deal tracking and improving efficiency.
- Users value the **easy tracking** of closed deals, enhancing efficiency and providing clear insights in SalesWon.
- Users value the **efficiency** of SalesWon, as it simplifies deal tracking and enhances insights into sales success.
- Users value the **efficiency optimization** of SalesWon, which simplifies tracking and enhances CRM effectiveness through clear insights.

##### Cons

- Users find that the **integration issues** limit the functionality and effectiveness of SalesWon with other tools.
- Users find SalesWon has **limited features** that hinder effectiveness without integration with other tools.

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

**["inside sales prudct specalist "](https://www.g2.com/survey_responses/saleswon-review-3749725)**

**Rating:** 5.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/saleswon-review-3749725)

**["SalesWon is an award winning CRM and CPQ application."](https://www.g2.com/survey_responses/saleswon-review-4377745)**

**Rating:** 5.0/5.0 stars

_— Megan O._

[Read full review](https://www.g2.com/survey_responses/saleswon-review-4377745)

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

- [What is SalesWon used for?](https://www.g2.com/discussions/what-is-saleswon-used-for) - 1 upvote

### [Simplio3D](https://www.g2.com/products/simplio3d/reviews)

Simplio3D is a web-based 3D product configurator and visualization platform for retailers and manufacturers. It enables users to create interactive 3D configurators with real-time pricing, logic, and integrations. Simplio3D is used for lead generation, quotations, and e-commerce across industries like furniture, doors, apparel, and modular products.

**Average Rating:** 4.3/5.0

**Total Reviews:** 17

#### How Do G2 Users Rate Simplio3D?

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.0/10)

#### Who Is the Company Behind Simplio3D?

- **Seller:** [Digital Artflow](https://www.g2.com/sellers/digital-artflow)
- **Year Founded:** 2009
- **HQ Location:** Bucharest, Ilfov
- **Twitter:** @DigitalArtflow  
176 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=79ec59be122722dda67a96b91f784cfbe1a461ab294fd8984db29b6189e4408d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2526702&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 82% Small, 6% Large

#### What Are Recent G2 Reviews of Simplio3D?

**["Highly Editable Configurators with Fast, Helpful Support and Seamless Website Integration"](https://www.g2.com/survey_responses/simplio3d-review-12231044)**

**Rating:** 4.5/5.0 stars

_— Peter S._

[Read full review](https://www.g2.com/survey_responses/simplio3d-review-12231044)

**["Responsive Support with Room for Backend Improvement"](https://www.g2.com/survey_responses/simplio3d-review-12996067)**

**Rating:** 4.5/5.0 stars

_— Noam B._

[Read full review](https://www.g2.com/survey_responses/simplio3d-review-12996067)

#### What Are G2 Users Discussing About Simplio3D?

- [What is Simplio3D used for?](https://www.g2.com/discussions/what-is-simplio3d-used-for)

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

Technicon provides CPQ software for manufacturers of complex products.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

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

- **Seller:** [Technicon](https://www.g2.com/sellers/technicon)
- **Year Founded:** 1987
- **HQ Location:** Oakland, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e423ba627f84343c21221d481472f9ac9e262b9eb6dc225b0af7e57c8738a74c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftechnicon&secure%5Burl_type%5D=linkedin_company_website)  
45 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Large

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

**["Excellent software solution for manufacturers!!"](https://www.g2.com/survey_responses/technicon-cpq-review-7296431)**

**Rating:** 4.5/5.0 stars

_— Rupali B._

[Read full review](https://www.g2.com/survey_responses/technicon-cpq-review-7296431)

### [Telecom Order Management (TOM)](https://www.g2.com/products/telecom-order-management-tom/reviews)

TOM brings efficiencies and centralisation of telecom quote, order, delivery, track and change to the disconnected world of telecommunications.

**Average Rating:** 4.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Telecom Order Management (TOM)?

- **Seller:** [ChikPea](https://www.g2.com/sellers/chikpea)
- **Year Founded:** 2006
- **HQ Location:** San Francisco, US
- **Twitter:** @chikpea\_inc  
489 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=10c4c46412f854d286b82435e21f7499abc72eeacb7755432d9f5f11a846b8d8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F738605&secure%5Burl_type%5D=linkedin_company_website)  
32 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Telecom Order Management (TOM)?

**["Telecom Order management and its usage"](https://www.g2.com/survey_responses/telecom-order-management-tom-review-6495121)**

**Rating:** 4.0/5.0 stars

_— Verified User in Telecommunications_

[Read full review](https://www.g2.com/survey_responses/telecom-order-management-tom-review-6495121)

#### What Are G2 Users Discussing About Telecom Order Management (TOM)?

- [What is Telecom Order Management (TOM) used for?](https://www.g2.com/discussions/what-is-telecom-order-management-tom-used-for)

### [Tempus Tools](https://www.g2.com/products/tempus-tools/reviews)

Tempus Tools is quoting software built for laser cutting, sheet metal, and fabrication shops that need a faster, more consistent way to turn customer drawings into accurate quotes. For many fabrication teams, quoting depends on spreadsheets, manual file prep, individual estimator judgment, and back-and-forth with customers. That can slow down RFQ response times, make pricing harder to keep consistent, and create bottlenecks as the shop grows. Tempus Tools brings the quoting workflow into one connected platform, helping teams move from customer file to finished quote with less manual work. With Tempus Tools, shops can: - Clean and prepare customer drawings with tools like Drawing Doctor and PDF to CAD Part Extractor - Build quotes using configured machine rates, materials, processes, and pricing rules - Save and reuse previously quoted or ordered parts through the Part Library - Support production documents, accounting documents, customer ordering, payments, and Web Store workflows as the business grows The platform helps fabrication businesses standardize how quotes are built, so teams can rely less on disconnected spreadsheets and more on repeatable pricing logic, saved part history, and connected job information. For shops handling repeat work, messy customer drawings, multiple estimators, or growing quote volume, Tempus Tools helps reduce bottlenecks and keep work moving from RFQ to order with greater consistency. By connecting quoting, pricing, drawing preparation, customer ordering, and job information, Tempus Tools helps fabrication shops quote faster, manage work more confidently, and give customers a smoother path from request to approved job.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Tempus Tools?

- **Seller:** [Tempus Tools](https://www.g2.com/sellers/tempus-tools)
- **Year Founded:** 2019
- **HQ Location:** Chicago, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2d275ec8a1f24cb6d8428f33ab5fbc21c80bbb0e4be2cc1fb2b4ee411d44bcb9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftempustools&secure%5Burl_type%5D=linkedin_company_website)  
15 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Tempus Tools?

**["Faster Quotes, Fewer Errors, and a Smoother Workflow"](https://www.g2.com/survey_responses/tempus-tools-review-13140840)**

**Rating:** 5.0/5.0 stars

_— Verified User in Manufacturing_

[Read full review](https://www.g2.com/survey_responses/tempus-tools-review-13140840)

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

Workbooks CPQ enables organisations to simplify and automate complex quotation processes, empowering sales teams to build quotations quickly and accurately, using a guided quotation process. Workbooks CPQ is a new module in the Workbooks Suite and incorporates technology from XaitCPQ (previously BlueprintCPQ), a market leading cloud vendor of Configure, Price, Quote software. Workbooks CPQ is fully integrated into the Workbooks platform, enabling you to manage complex pricing and configuration from Opportunities, Quotations or Order records.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

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

- **Seller:** [Workbooks](https://www.g2.com/sellers/workbooks)
- **Year Founded:** 2009
- **HQ Location:** Reading, Berkshire
- **Twitter:** @Workbooks  
2,702 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9d79783bcf88166402cb5cea759d7a4f8bf066bc96806c6d2280bdda33f6abd0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F225937%2F&secure%5Burl_type%5D=linkedin_company_website)  
65 employees on LinkedIn®
- **Phone:** +44 (0) 118 3030 100

#### Who Uses This Product?

- **Company Size:** 100% Medium

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

**["Its is very easy to use and has great functionality"](https://www.g2.com/survey_responses/workbooks-cpq-review-5306075)**

**Rating:** 4.5/5.0 stars

_— Er.Darshan P._

[Read full review](https://www.g2.com/survey_responses/workbooks-cpq-review-5306075)

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

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

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

Zimit is the industry leader in Services CPQ (Configure Price Quote). Zimit is designed for quoting enterprise technology and services, including subscriptions, professional services, managed services, bundled solutions, and XaaS. Zimit simplifies quoting, delivering speed, flexibility, and a seamless opportunity-to-cash workflow. Zimit customers replace spreadsheets with a centralized solution catalog, guided selling, automated document content, approvals, and a pricing engine built for the technology and services market. For more information, visit https://zimit.io.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Zimit?

- **Seller:** [Workday](https://www.g2.com/sellers/workday)
- **Year Founded:** 2005
- **HQ Location:** Pleasanton, CA
- **Twitter:** @Workday  
52,273 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cd66a785540877e634b92be531158613f6c4577deb190822f20bf630ff0704b9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F17719%2F&secure%5Burl_type%5D=linkedin_company_website)  
24,145 employees on LinkedIn®
- **Ownership:** NYSE:WDAY

#### Who Uses This Product?

- **Company Size:** 100% Medium

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

**["Automated Quotation builder"](https://www.g2.com/survey_responses/zimit-review-7197914)**

**Rating:** 4.5/5.0 stars

_— shankar b._

[Read full review](https://www.g2.com/survey_responses/zimit-review-7197914)

### [Zomentum e-Sign and Payment](https://www.g2.com/products/zomentum-e-sign-and-payment/reviews)

Accelerate deals and increase revenue with the sales acceleration application built exclusively for Technology Partners. The all-in-one Zomentum Grow is designed to mimic the way you sell. With Grow, you can automate tedious sales tasks to keep opportunities moving. Our Application consolidates sales activities, keeping sales teams consistent, and helping them build solid client relationships. Zomentum grow enables you to: • Assess and determine the right course of action and present options for current clients to their business needs. Use assessments to perform routine risk analysis and identify gaps before they become a problem for your clients. • Discover new-Age SaaS Vendors. Find the right SaaS vendors to pitch the suitable product bundles from the start. Equip your clients with the productivity, cybersecurity, and business continuity tools they crave. • Design professional-looking quotes and proposals with customizable templates. Check availability of products, compare prices, enter categories, descriptions, and other data automatically. Provide multiple pricing options to prospects, set product bundles, and upsell within a quote by allowing clients to manipulate quantities. Digitally sign documents and schedule and collect automatic recurring/one-time payments. • Convert opportunities into revenue as you can visualize opportunities moving from one stage to another with automated activities and tasks. You can also set multiple pipelines to cover alternate sales funnels like upselling and cross-selling. • Automate your pipeline by logging all conversations and activities that a client has with your business. Set automatic alerts when your client opens an email, comments on a quote, or e-signs a proposal. • Analyze pipeline health with intuitive reports and learn which sales patterns are most successful for your team. Then, see how to maximize each rep's productivity. • Expand your revenue streams with automatic templates for designing detailed but easy-to-understand Quarterly Business Reviews. About Zomentum: Zomentum is the only intelligent Revenue Platform built to help Partners discover, sell, and manage services. Zomentum reduces the complexity of the sales process, eliminating numerous tools with one modern platform built to maximize revenue. So far, we've helped our customers generate close to $500M in Channel revenue.

**Average Rating:** 4.6/5.0

**Total Reviews:** 30

#### How Do G2 Users Rate Zomentum e-Sign and Payment?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.0/10)
- **Workflow Management:** 6.7/10 (Category avg: 8.4/10)
- **Contracts:** 3.3/10 (Category avg: 8.4/10)
- **Pricing Administration:** 8.3/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Zomentum e-Sign and Payment?

- **Seller:** [Zomentum](https://www.g2.com/sellers/zomentum)
- **Year Founded:** 2018
- **HQ Location:** San Francisco, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=697327148f5fc7097c6e52a7f1ce02d1131a573640053378d375bf152ea16c4b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fzomentum%2F&secure%5Burl_type%5D=linkedin_company_website)  
62 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Managing Director
- **Top Industries:** Information Technology and Services, Computer & Network Security
- **Company Size:** 97% Small, 3% Medium

#### What Do G2 Reviewers Say About Zomentum e-Sign and Payment?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **automation of quoting processes** , simplifying management and enhancing efficiency through system integration.
- Users appreciate the **customer satisfaction** from Zomentum e-Sign and Payment due to its seamless quoting and support processes.
- Users appreciate the **excellent technical support** of Zomentum e-Sign and Payment, enhancing their overall experience.
- Users value the **streamlined deal management** in Zomentum, enabling a standardized quoting process with excellent technical support.
- Users value the **standardized quoting process** that streamlines efficiency and enhances accuracy in their workflow.

##### Cons

- Users find the **interface usability lacking** , noting it feels rough and the language is too international.
- Users find the **outdated design** of Zomentum e-Sign and Payment hampers usability and overall experience.
- Users find the **poor interface design** of Zomentum e-Sign and Payment challenging and less intuitive to navigate.
- Users note that the **UI improvements** are needed due to a rough design and inconsistent language usage.
- Users find the **rough GUI and international language** of Zomentum e-Sign and Payment difficult to navigate.

#### What Are Recent G2 Reviews of Zomentum e-Sign and Payment?

**["Transformative for both inside and outside sales"](https://www.g2.com/survey_responses/zomentum-e-sign-and-payment-review-10580775)**

**Rating:** 5.0/5.0 stars

_— jeremy t._

[Read full review](https://www.g2.com/survey_responses/zomentum-e-sign-and-payment-review-10580775)

**["Proposal closure accelerated."](https://www.g2.com/survey_responses/zomentum-e-sign-and-payment-review-7366616)**

**Rating:** 5.0/5.0 stars

_— Robert G._

[Read full review](https://www.g2.com/survey_responses/zomentum-e-sign-and-payment-review-7366616)

#### What Are G2 Users Discussing About Zomentum e-Sign and Payment?

- [What is Zomentum Grow used for?](https://www.g2.com/discussions/what-is-zomentum-grow-used-for)

### [3PQ (by 4PACE)](https://www.g2.com/products/3pq-by-4pace/reviews)

3PQ® CONFIGURATION by 4PACE is a comprehensive Configure-Price-Quote (CPQ) solution designed to streamline the configuration, pricing, and quoting processes for complex products. Leveraging over 30 years of industry experience, this flexible modular system integrates seamlessly into existing IT infrastructures, enhancing sales efficiency and customer satisfaction. Key Features and Functionality: - Product Configuration: Enables both customers and sales teams to configure intricate products accurately, incorporating Configure-to-Order (CTO) workflows and dynamic CPQ processes. - Product Logic Maintenance: Provides a web-based environment for managing product knowledge, allowing businesses to build and maintain a centralized knowledge base without programming expertise. - Quotation Creation: Facilitates the management of price lists, currencies, and discounts, and automates the generation of comprehensive quotations, including product datasheets, bills of materials, dimensional drawings, and spare parts lists. - Flexible Deployment: Offers versatility as a CPQ solution for sales departments or as a self-service system for customers, optimizing sales processes and shifting quotation preparation efforts to the customer. - ERP, CRM, and PIM Integration: Features standardized interfaces to integrate seamlessly with existing ERP, CRM, and PIM systems, enhancing business process efficiency. - Engineer-to-Order Support: Transfers configurations to CAD systems like SolidWorks or Inventor, facilitating customized product designs directly into production. - Calculation and Sizing: Incorporates technical calculations and sizing algorithms to define component requirements before configuration begins. - Individual Workflows: Maps custom workflows, including discount approvals and customer-specific discount logic, and supports handover processes between customers and sales. - Modeling and Administration: Allows management of characteristic relationships and selection options directly in the browser, with support for multi-language translations. - Cloud-Based: Offers a fully cloud-based platform accessible from anywhere without installation, providing flexibility and future-oriented application options. - Collaborative Configuration: Enables seamless collaboration between sales and customers on projects through centrally stored configurations. - E-Commerce Ready: Integrates with e-commerce platforms, including shopping carts and product hierarchies, and connects to store systems like Shopware 6 for a continuous customer journey. Primary Value and User Solutions: 3PQ® CONFIGURATION simplifies the sales of complex products by providing an all-in-one CPQ solution that integrates product configuration, pricing, and quoting into a cohesive system. It addresses challenges such as fragmented product knowledge, manual errors, and inefficient sales processes by offering a centralized, user-friendly platform. The solution enhances collaboration between customers and sales teams, reduces time-to-quote, and ensures accuracy in product configurations and pricing. By integrating with existing IT systems and supporting cloud-based access, it offers flexibility and scalability to meet diverse business needs.

#### Who Is the Company Behind 3PQ (by 4PACE)?

- **Seller:** [4PACE](https://www.g2.com/sellers/4pace)
- **HQ Location:** Saarbrücken, DE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c1bd18eb09a032f80baa791273c24e4bb5c84e7e774acf4c3290c5ab1421d859&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F4pace-gmbh%2F&secure%5Burl_type%5D=linkedin_company_website)  
54 employees on LinkedIn®

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

An extension of the Standard Quote object allows for faster product entry, editing, and reordering through minimal clicks on the same screen. Your salespeople spend less time navigating and more time selling.

#### Who Is the Company Behind AgileQuote?

- **Seller:** [Cloudfirst Labs](https://www.g2.com/sellers/cloudfirst-labs)
- **Year Founded:** 2017
- **HQ Location:** Tampa, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5c05170b9eba1d171af6e9fb2fbb6c65b650d7137bbb16930dc6a59e7c16e7a8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcloudfirst-labs&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

### [AutoQuote](https://www.g2.com/products/autoquote-autoquote/reviews)

AutoQuote automatise la gestion des devis de transport de voyageurs grâce à l'intelligence artificielle, en réduisant le temps de traitement à quelques minutes et en améliorant le pilotage commercial, la rentabilité et la conformité réglementaire. ⚙️ Automatisation complète du devis Lecture automatique des emails entrants. Génération instantanée de trajets, même complexes (multi-étapes, tourisme, scolaire, séjour...). Calcul automatique : - Des péages, - Des temps de mise en place et de coupure, - Du nombre de conducteurs nécessaires, - Des amplitudes réglementaires. Création de trajets optimisés pour autocars 2 ou 3 essieux. Application homogène des règles de calcul dans toutes les filiales (RSE, droit du travail). Export Excel avec données géographiques (latitude/longitude) pour intégration dans ERP (comme ABC). 💼 Pilotage commercial facilité Envoi direct des devis depuis l’interface. Suivi de l’historique des actions effectuées sur chaque devis. Relances automatiques et demandes d’informations complémentaires automatisées. Meilleur taux de conversion grâce à des devis générés et envoyés en moins de 24h. Interface claire pour suivre les devis en cours et ceux nécessitant une action. 📊 Personnalisation et intégrations Paramétrage des grilles tarifaires multiples : saisonnalité, contrats-cadres, types de clients… Prise en compte des coûts horaires, indemnités (nuit, dimanche, déjeuner…), forfaits, etc. Gestion fine de la multi-tarification selon secteur, typologie ou client. Intégration technique prête avec ABC Car (à finaliser avec l’hébergeur).

#### Who Is the Company Behind AutoQuote?

- **Seller:** [AutoQuote](https://www.g2.com/sellers/autoquote)
- **Year Founded:** 2025
- **HQ Location:** Roubaix, FR
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=983076d9b1261f6af363c0e5719aacbab98bbdedac062013dbfa6b7d1d1879c3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fautoquote%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

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Similar Categories

- [Pricing](/categories/pricing)
- [Proposal](/categories/proposal)

- [Quote-to-Cash](/categories/quote-to-cash)
- [Visual Configuration](/categories/visual-configuration)

[Browse CPQ Themes](/categories/cpq/themes)

 ![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**