---
title: Workbooks CPQ Reviews
meta_title: 'Workbooks CPQ Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Workbooks CPQ works for a business like yours.
aggregate_rating:
  rating_value: 4.5
  review_count: 1
  scale: '5'
date_modified: '2026-06-22'
parent_category:
  name: Quote Management
  url: https://www.g2.com/categories/quote-management
---


# Workbooks CPQ Reviews
**Vendor:** Workbooks  
**Category:** [CPQ Software](https://www.g2.com/categories/cpq)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 1
## About Workbooks CPQ
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.




## Workbooks CPQ Reviews
  ### 1. Its is very easy to use and has great functionality

**Rating:** 4.5/5.0 stars

**Reviewed by:** Er.Darshan P. | Business Analyst Team Lead, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 30, 2022

**What do you like best about Workbooks CPQ?**

User interface which makes it easy to use for fresh users

**What do you dislike about Workbooks CPQ?**

Formulas are bit more complex sometimes one issue and it can change the quotes

**What problems is Workbooks CPQ solving and how is that benefiting you?**

It has made the work very easy when any of the product list is prepared which avoids problems in giving the exact quotations without any issues and more


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

- [View Workbooks CPQ pricing details and edition comparison](https://www.g2.com/products/workbooks-cpq/reviews?filters%5Bnps_score%5D%5B%5D=5&section=pricing&secure%5Bexpires_at%5D=2026-08-14+05%3A45%3A26+-0500&secure%5Bsession_id%5D=3011f27b-0adf-40dc-85e4-7a71fa5851de&secure%5Btoken%5D=4a1bbe36022c9938942077ab996f5a81990e09f049e3bc8b0d793d1d8bc48565&format=llm_user)

## Workbooks CPQ Features
**Additional Functionality**
- AI Copilot
- Electronic Signature
- Approval Process Control
- Customer History
- Workflow Management
- Reminders
- Automated Quoting
- Price/Margin Management
- Contact Management
- Drag & Drop
- Pricing and Cost Calculations
- Calendar Management
- Catalog Management
- Client Portal
- Discount Management
- Real-Time Data
- Proposal Generation
- Billing & Invoicing
- Generative AI
- Customizable Branding
- Template Management
- Document Management
- Estimating
- Email Management
- Third-Party Integrations
- Reporting & Statistics
- Access Controls/Permissions
- Customizable Fields
- CRM
- Pricing Management
- API
- Accounting Integration
- Activity Dashboard
- Contract/License Management
- Electronic Payments
- Audit Trail
- Quotes/Estimates

**Configuration - cpq**
- Product Catalog
- Guided Selling
- Configuration Rules
- Price Configuration
- Visual Configuration

**Pricing**
- Pricing Flexibility
- Discounting
- Commerical Rules
- Terms and Conditions
- Approval Workflow
- Renewals

**Quoting**
- Grouping
- Version Control
- Quote Document Generation
- Ordering
- Contracts
- Approval Process Control

**Admin**
- Configuration Ease of Admin
- Pricing Administration
- Workflow Management
- Document Management
- Contact Management
- Discount Management
- Catalog Management
- Contract/License Management
- Renewal Management
- Price/Margin Management
- Order Management

**Channels**
- Mobile User Support
- Channel Partner Support
- eCommerce

**Platform**
- CRM Integration
- Integration API
- Internationalization
- Scalability
- Reporting and Dashboards
- ERP Integration
- Activity Dashboard
- Third-Party Integrations

**Generative AI - cpq**
- Dynamic Quoting
- Dynamic Pricing
- Personalized Sale Recommendations

**Additional Functionality**
- Price and Cost Calculations
- Data Visualization
- Rules Engine
- Real-Time Data
- Quotes/Estimates
- Audit Trail
- Drag & Drop
- Access Controls/Permissions
- Sales Automation
- Document Storage
- AI Copilot
- CRM
- Customizable Templates
- Product Configurator
- Self Service Portal
- Forecasting
- Bills of Material
- Multi-Currency
- Generative AI
- Customizable Branding
- Electronic Signature
- Document Templates
- Reporting & Statistics

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