CPQ Software

Best-rated 2024 CPQ software

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    • TakeOff Estimates and Reports 4.0 is customer relationship management (CRM) software designed to help freelancers and businesses manage reports, estimates, budgets, accounting, proposals, goals and more on a unified platform. Administrators can create estimates using existing forms, analyze results along the business pipeline and forecast, monitor opportunities and streamline decision-making processes.

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    • DealHub offers a unified platform that helps companies generate quotes and contracts, connect with prospects and access buyer information. The software is designed using a revenue amplification approach that helps bridge the gap between corporate CPQ and other revenue operations.

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    • Quotient is a cloud-based CPQ (configure-price-quote) solution that caters to small businesses in various industries by helping users create, submit and manage professional quotes. Key features include contact, pricing and proposal management. The program allows users to add images, website links and files to quotes.

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    • ConvertCalculator helps small businesses increase sales and reduce hassles. Allow your customers to set their own prices and increase website conversions and sales. With this program you can create highly flexible and customizable calculation forms that you can incorporate into your website. It is perfect for creating a quote, booking form, financial calculations and as a product configurator.

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    • MiClient is a cloud-based proposal management solution that helps companies integrate and engage customers. Designed for the service industry, key features of the platform include access to a content repository and knowledge library, task assignment, status tracking, automated formatting and lead nurturing.

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    • iQuoteXpress is a cloud-hosted quote and proposal generator that allows organizations to automate their sales estimation processes. Salespeople are able to conveniently create detailed and accurate proposals without taking too much time, so they can focus more on the actual sale than on preparing sales documents.

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    • Expedite Commerce is a cloud-based CPQ solution that helps manufacturing, distribution and communications companies with automated quote processing, invoicing and payments. Its key features include order management, forecasting, delivery and documentation. The application allows manufacturers and distributors to set up product profiles and monitor order and revenue flows.

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    • Xait CPQ (formerly BlueprintCPQ) software is a cloud-based CPQ system. It can be used as standalone software or integrated with leading CRM and ERP systems. Helping vendors, channel partners and end users make informed choices, perform complex calculations, evaluate and produce documents.

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    • Proposify is the online proposal software that gives you control and visibility at the most important stage of your sales process. From deal design to approval, get the confidence and flexibility to manage and close all your quotes, contracts and proposals. Create extraordinary sales documents that remain consistent and error-free.

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    • Qwilr is a cloud-based sales documentation and request for proposal (RFP) solution. It offers audit trail capabilities, sales and marketing document storage, a content repository, and analytics capabilities. The program features a template library, which allows users to search RFP templates for sales, business and product proposals.

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    • Quoter, formerly known as Socket, is a CPQ software that saves time, eliminates errors and enables fast payments. You can enjoy organizing your accounting with this cloud-based application thanks to its ease of use and convenient pricing options.

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    • Paperless Parts is a cloud-based, ITAR-compliant collaboration and quoting solution aimed at machine shops in the aerospace, defense, industrial and medical device industries. The software offers a central repository that provides visibility into quote status and historical information. It performs quick quotes by leveraging geometric features to enhance pricing formulas.

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    • CIS Configurator is a cloud-based tool for large and mid-sized manufacturing companies. It helps automate configuration, pricing, and quote generation. Extremely flexible, it offers an open API for integration with existing business applications such as ERP and CRM solutions.

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    • KBMax is a cloud-based, omnichannel quote configuration software designed for direct sales organizations, retailers, distributors and ecommerce companies to improve the sales process, simplify the configuration and sale of complex products and elevate the customer experience.

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    • QuoteWerks is a CPQ solution that can be used in any industry to create offers and sales proposals. It integrates with customer management solutions such as ACT!, Autotask, ConnectWise, GoldMine, Google Contacts, Maximizer, MS Dynamics CRM, Outlook, salesforce.com, SalesLogix and SugarCRM.

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    • Configure One is an easy-to-use and deploy quote configuration solution used by small and large manufacturing companies to efficiently sell and process orders for their configurable, multi-option, and customizable products and services. The powerful and fast enterprise CPQ application enables efficient capture of configuration rules for various product lines.

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    • Sofon Guided Solutions allows users to quickly and easily produce error-free, professional proposals. Offers, contracts, orders and other sales documents can be generated quickly and the software provides control over the sales process from contact to contract. Helps sales staff maximize sales opportunities and manage them efficiently and effectively.

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    • Hive CPQ is a quote-making solution for large manufacturing companies that sell complex products through a distribution network. The platform supports and simplifies the sales process from A to Z. Users can easily configure products in 3D, view real-time pricing, generate quotes, print data sheets, and order configured products online.

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    • Apparound is a cloud-based mobile app that digitizes sales content and processes. Developed to help companies improve sales productivity and simplify the buying process. The solution includes brochures, product specifications, presentations, videos, product catalogs and real-time quotes.

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    • Powertrak is a CPQ software that offers guided selling, 2D and 3D drag-and-drop image configurators with space planning, and virtual and augmented reality experiences. For inside sales reps and external partners, the solution improves sales efficiency and effectiveness by shortening the sales cycle and eliminating common obstacles such as product mix-ups, miscalculated costs and delayed quotes.

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    • JobBOSS² is a reliable cloud-based system that provides the flexibility managers need to maximize productivity and profits while scaling effectively. The solution assists you with quick and accurate estimates and budgets, offers real-time data collection and visualization, and much more.

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    • PandaDoc is a cloud-based document management software that helps users create proposals, quotes, HR documents, contracts and more. It also allows users to choose from a variety of proposal templates, which can be downloaded and customized for free. It provides options to change the language and currency used in documents according to regional standards.

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    • OneBill is a revenue management software that provides companies with tools to streamline their subscription management and billing processes. It allows supervisors to manage various administrative operations, including automated order provisioning and activation, CPQ, revenue reporting, commission management, and customer subscription management.

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    • Cincom is a CPQ (Configure, Price and Quote) software that allows you to create quotes quickly and easily. It is primarily targeted at CEOs, CFOs, sales leaders and IT managers who need a top-level product configurator that automates and simplifies the entire sales process.

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    • ShopVOX is a cloud-based platform that supports companies and enterprises that make custom items such as promotional products, commercial signs, engravings and stickers, in managing and optimizing workflows. Its goal is to increase productivity and, consequently, company profitability by simplifying quote creation, employee management, labor, orders and sales.

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    • QuoteCloud is a program to create and send sales quotes quickly and easily that is aimed at companies, businesses and associations of all sizes and operating in any industry. It is an online sales proposal software that allows you to automate and simplify operations that normally require an effort in terms of time and money.

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    • Atlatl Visual is a product configuration software that helps companies bring products to life on screen, facilitating digital shopping experiences. Administrators can create 3D representations and preview merchandise details. In addition, the program offers an augmented reality feature, allowing teams to analyze selected items against different backgrounds.

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    • Bit2Win is an easy-to-use CPQ program that allows you to create and maintain opportunities, orders, offers, sales and communicate through any channel. Available in both desktop and mobile versions for iOS and Android devices, it aims to automate and streamline quote creation, order capture and price forecasting.

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    • Tacton is a CPQ program that allows you to configure, price and quote highly customizable products. Its objective is to automate all sales processes by offering a professional service capable of managing your product offer, optimizing your supply chain and providing precise and accurate quotes in a short time.

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    • ScopeStack is a CPQ program that allows you to close more deals with a higher margin but in less time. It is a pre-sales platform developed primarily for the IT services industry by people in the same industry that ensures accuracy and increased productivity.

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    • Better Proposals is a CPQ program for creating quotes and proposals quickly and easily, customizing a predefined template available on the marketplace. There are over 160 templates that look great on desktops, tablets and mobile devices: you’ll be able to choose the one you prefer, add a logo, an introductory video of your company and edit the content to fit your needs.

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    • Conga CPQ is a cloud-based multi-channel sales management platform designed to help companies configure products and services and create quotes on merchandise prices. The application allows sales professionals to process more data and manage orders, invoices and revenue across the pipeline

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    • LogicBox is an easy-to-use business management software that is tailored to fit your business perfectly. It aims to help businesses grow by combining every aspect of their business into one customized system that includes key functions such as account management, quote creation, order management and fulfillment, billing, support, purchasing and inventory management.

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    • Elfsquad is a CPQ software that helps you configure, price and quote in the right way, eliminating all the errors of the pre-production and quotation process. With this program you’ll be able to meet the needs of each client, who will be able to configure and assemble in 3D your product quickly and easily.

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    • ConnectWise Sell offers IT solution providers of all sizes a cloud-based CPQ program that enables the process from quote to payment to run smoothly. It provides a highly effective set of features including: quote and proposal, workflow automation, sales reporting, pricing rules, product search customization, item management, real-time preview, form design and product outsourcing.

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    • Zakeke is a CPQ (Configure, price and quote) product configuration tool that automates and enhances the product management of an ecommerce store. It is a robust software that is primarily targeted at brands and retailers who sell customizable and configurable items.

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    • SAP CPQ is a quoting program that automates workflows by reducing and totally eliminating errors in the quoting phase. It is a scalable solution, designed for companies of all sizes operating in any industry, that aims to simplify the creation of complex quotes for customers. It also offers minimum margin and specific pricing tools so it can meet everyone’s needs.

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