The Best CPQ Software

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Powertrak CPQ Screenshot

Powertrak CPQ

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Powertrak CPQ (Configure, Price, Quote) suite by Axonom is a cloud-based and mobile-friendly solution for generating accurate product pricing at your business. It’s designed for manufacturers who sell highly configurable products which are made-, built-, or configured-to-order. This software uses automation tools to enhance, simplify, and ensure accuracy and efficiency throughout quoting, ordering, and configuration process. Powertrak offers VR on HTC Vive or Oculus Rift gear to create custom
Client OS
iOS, Android, Web
Deployment
Cloud Hosted
KBMax CPQ Screenshot

KBMax CPQ

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KBMax CPQ is a software suite which improves product configuration and manufacturing through powerful rule engines for products and prices. Make selling complex products easy and speed up the quoting process. Product Configurator; Full Administration of CPQ; Product Catalog; Quote Generation; Real-Time Pricing; Instant Quote Generation; eCommerce Integration; Workflow Engine; Pricing and Product Rules Engine; Bills of Materials; and Cut Sheets. The standard KBMax software is available for $100
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Starting Price
$100/user/month
Client OS
Web
Deployment
Cloud Hosted
Sales Cloud from Salesforce Screenshot

Sales Cloud from Salesforce

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Salesforce Sales Cloud is a CRM software that combines social media insights, mobile accessibility, email integration, and collaborative tools like Chatter for seamless sales management. The platform also offers advanced analytics, file and content management, forecasting tools, and partner management.
Price Range
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Starting Price
$25/user/month
Client OS
iOS, Android, Web
Deployment
Cloud Hosted
eRep CPQ+ Screenshot

eRep CPQ+

eRep CPQ makes it fast and easy for inside sales, sales reps, distributors to quickly select the right product, configure, price, quote, and place orders. It also includes a unique customer support module that allows customer support to work with distributors on opportunities, quotes, and orders. Regardless of how simple or complex the pricing is, eRep makes it easy and accurate The software is powerful, yet easy to learn with built-in workflows, a distributor portal, and a custom plug-in ready.
Client OS
Web
Deployment
Cloud Hosted
Infor CPQ Screenshot

Infor CPQ

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Infor CPQ helps manufacturers and distributors increase sales by differentiating their brand. Designed by Godlan, this software features comprehensive quoting and pricing tools. Capture knowledge about your customizable products once, and then share with dealers and your sales force—on any device—to make selection and configuration intuitive and error-free. You can deploy the configurator for a specific function, or across all your applications and computing platforms. See what you’re
Configure One Screenshot

Configure One

Configure One is an award-winning CPQ software designed to streamline business operations for manufacturers. This software covers your entire sales-to-production process. Configure products, calculate pricing, send quotes to customers, secure an order, and generate engineering documents. Configure : Utilize a variety of rules and logic to intelligently guide users through the configuration process.; Bill of Material and Option-Based Price : Automatically populate quote data when generating
Client OS
Web
Deployment
Cloud or On-Premises
QuoteWerks Screenshot

QuoteWerks

QuoteWerks allows you to initiate a quote for products and services within your existing Contact Management system. You’ll eliminate costly errors and save time re-typing customer information. Used in combination with DataLink you can automatically pull almost any other information from your contact manager into the quote. In addition, the QuickBooks Link module also retrieves customer information directly from QuickBooks and other accounting software programs. QuoteWerks links with leading
Starting Price
$19.90/user/month
Client OS
Windows
Deployment
Cloud Hosted
Aldelo for Restaurants Pro Screenshot

Aldelo for Restaurants Pro

Aldelo For Restaurants Pro is the ideal point of sale and store management solution to help simplify operations for all table service restaurants, quick service restaurants and bars. Aldelo For Restaurants Pro takes care of point of sale activities, reservation and waiting list, guest and manager paging, customer tracking, gift card management, house account charges, delivery order routing and tracking, table service and quick service order entry, cashier payment handling, financial
Client OS
Windows
Deployment
On-Premises
CIS QuoteBuilder Screenshot

CIS QuoteBuilder

CIS QuoteBuilder is a web-based quote management application that is ideal for organizations who want to automate the quoting process for its internal and external Sales personnel, resellers, dealers and customers. Quotes containing configured items and stock items can be created, edited, revised and copied quickly and all stored in one centralized location. Multi Currency options with Currency conversion or Price Lists, with effective tools allowing you to manage You can upload any number of
ConnectWise Sell Screenshot

ConnectWise Sell

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ConnectWise Sell is a quote and proposal tool to help you get back to selling instead of getting bogged down in the time-consuming quote and proposal creation process. By automating most of the procurement process, you can stay ahead of renewal deadlines and sales notifications. Quotes and Proposal: Save 2 hours per quote with custom templates and automated proposals; Sales Notifications: Set customers reminders for sales reps; Procurement Automation: Start the procurement process automatically;
Client OS
Windows, macOS, Web
Deployment
Cloud Hosted
Bitrix24 Screenshot

Bitrix24

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Bitrix24 is a business management software. Key features include project management tools, extensive e-commerce functionalities, and customizable CRM features. Additionally, Bitrix24 supports an unlimited number of users on its free plan, making it accessible for businesses of various sizes.
Price Range
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Starting Price
$61/month
Client OS
Web
Deployment
Cloud Hosted
Apttus Quote-to-Cash Screenshot

Apttus Quote-to-Cash

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Apttus Quote-to-Cash software modernizes daily revenue operations by accelerating sales execution. An end-to-end system, QTC software helps enterprise businesses digitally improve their revenue operations across all channels. Include complex products and various services on a single quote; Add hundreds of line items to quotes; User controlled split of a large quote; Synchronized processes for complex pricing; Combine products with professional, subscription, or after-market services; Automated
Client OS
iOS, Android, Web
Experlogix Parametric Configurator Screenshot

Experlogix Parametric Configurator

Experlogix features an intuitive configuration environment that turns even novice users into expert product customization specialists. As you customize a product, Experlogix automatically provides easy to understand, color coded displays, makes suggestions, fixes problems, etc. - all according to rules that you have defined. Graphics and technical product data can be called up at the touch of a button. Experlogix helps you consolidate product and service options, rules and pricing into a single
Client OS
Windows, Web
Deployment
Cloud Hosted
PandaDoc Screenshot

PandaDoc

PandaDoc is a digital document solution. Create, send, track, and eSign documents — all from one intuitive and easy-to-use platform. Supercharge your CRM with the PandaDoc integrations. PandaDoc is an ideal platform for managing organizational documents including proposals, quotes, contracts, HR documents, and more. Create media-rich documents with a single click. Access completed documents from inside the platform at any time. PandaDoc Proposals; PandaDoc eSignatures; PandaDoc Contracts;
Price Range
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Starting Price
$9/user/month
Client OS
Web
Deployment
Cloud Hosted
Verenia Screenshot

Verenia

Verenia CPQ is a market-leading, cloud-based CPQ solution for omnichannel sales. This productivity suite provides front office, configure, price, quote (CPQ), and ecommerce solutions. Create intuitive business rules and product logic to eliminates pricing errors. Verenia’s CPQ software becomes the product and process expert, allowing sales to focus on selling. Omnichannel CPQ; Error reduction - 100% quote and order accuracy; Built for complex and simple products and services; Upsell and
Client OS
Web
Deployment
Cloud Hosted
BlueprintCPQ Screenshot

BlueprintCPQ

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BlueprintCPQ has been designed for use across the entire Enquiry-to-Order process. Custom rules and calculations are stored in one cloud-based platform for use wherever they are needed. Configure all products and services to ease bottlenecks. Let your sales team and customers place even complex orders online. Microsoft Dynamics 365 and Salesforce integration; Increased quoting capacity; Consistent, professional quotes; Zero errors and omissions; 24/7 operational sales teams; and Collaboration
Price Range
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Starting Price
$45/user/month
Client OS
iOS, Android, Web
Deployment
Cloud Hosted
DealHub CPQ Screenshot

DealHub CPQ

The award-winning DealHub CPQ lets you generate professional proposals and pricing quotes within minutes. To make quoting faster and easier, this software uses real-time insights into prospect engagements. This flexible solution natively operates with Salesforce and Microsoft DYnamics 365 - no coding needed! Real-time alerts on buyer interests; Streamlined quoting; Interactive sales playbook; Targeted messages and shared personal content; Easy collaboration with buyer stakeholders; Analytic
Deployment
On-Premises
servicePath CPQ Screenshot

servicePath CPQ

servicePath CPQ software provides smarter, faster quoting tools to businesses. By using this platform, quotes which once took days to complete and involved multiple departments can be done in less than an hour. Improve your quote accuracy and lower your risk with servicePath CPQ. Deal Dashboards; Automated workflows; Powerful quote engine; Quote templates; Sales reporting; Self-serve product and service configurator; CRM Integration; Document repository; Intuitive screens for system
Client OS
Windows, Web
Deployment
Cloud or On-Premises
Quotient Screenshot

Quotient

Quotient software generates amazing, professional quotes to give your business a competitive edge. Quotes can be custom created or generated from a template. Customers can accept quotes directly online at any time and receive an email confirmation showing their acceptance. Quote templates; Quote revisions; Follow-up notifications; Contact dashboard; and Sales analytics. There are two options for Quotient: One Man Band and Business Time. THe first i one a single team member and is $25 per month .
Starting Price
$25/user/month
Client OS
Web
Infor CRM Screenshot
Infor CRM is a customer relationship management solution designed to empower organizations with functionalities for impactful customer interactions and sales excellence. It provides deep insights into customer preferences and history across multiple touchpoints, enabling sales, marketing, and support teams to tailor their strategies effectively. Its productivity tools streamline sales activities, facilitating lead and opportunity management.
Price Range
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Client OS
Windows, Web
Deployment
Cloud Hosted

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Buyer’s Guide

In business, CPQ stands for “Configure, Price and Quote”, the practice of sellers using special pricing algorithms and rules to generate accurate quotes for complex or configurable products.

What is Configure, Price, and Quote (CPQ) Software?

CPQ software is a digital sales solution for sellers who need a way to automate complex quotes for their products. As the name suggests, this quote-to-cash software operates in three parts: configuring complex data, pricing products, and generating quotes.

Configuration comes first, as you need to include different variables to determine your product pricing. Next, automate those prices by setting specific rules into your system. Finally, you build a price quote for your product.

Without a CPQ system, you would have to do all of this manually. By using software, you can expedite the whole process. Quotes which would have taken days or weeks to build can be generated in minutes. Stay focused on your sales process by getting configure price quote software.

Infor CPQ
Generate quotes with Infor CPQ.

Features of CPQ Software

  • Product configurations: Use a configurator to see all the different variations of your product. See visual representations of your complex products in 2- and 3-dimensions.
  • Price rules engine: Automate pricing rules for your products based on specific rules you set.
  • Automated quote generator: Create new quotes with complex pricing through an automated generator.
  • Price and quote management: Keep records of previous pricing rules and previously sent quotes.
  • Multi-channel strategizing: Ensure your prices remain consistent across multiple sales channels.
  • Guided selling: Build questionnaire forms for potential customers to suggest related upsell opportunities within sales quotes.
  • Analytics reporting: Compile your sales and pricing data to use in reporting, forecasting, and budgeting.

CPQ Software Benefits

There are many amazing benefits to using a CPQ software at your business:

Faster Quote Generation

Building an accurate quote takes time, especially if you have a lot of variables at play. Manually calculating every single price quote takes a lot of effort you could be using elsewhere. A CPQ software automates the quoting process, even for complex products, so you and your sales reps can get faster price results.

Using a software algorithm to generate complex quotes has another benefit: fewer errors! A price rules engine does all the work for you. You can automatically adjust total prices based on individual variables like size, colors, accessories, shipping, and more. As long as you have your business rules set, you can get an accurate quote for your most complex products generated in a fraction of the time of your manually calculated quotes.

Lower Production Costs

Complex products are often more expensive to produce than their simple counterparts. One way to lower production costs is to review and streamline the manufacturing process. While an ERP suite might help with some resources, you need a more specific tool. 2D and 3D visualization applications show you both static and interactive images of your products so you can find opportunities for improvement. You might find a way to use less of a certain material. Or you could find a different assembly order that actually saves time.

A smart CPQ process is particularly helpful to small businesses who operate with razor thin margins. If there is any way to shorten the production lifecycle, you need to use it. A product configurator tool is designed to help you see these solutions. In fact, software companies are starting to use artificial intelligence (AI) to enhance how these CPQ tools operate.

eRep CPQ+ Pricing
eRep CPQ+ has a pricing screen for accurate quoting.

Create Upsell and Bundling Opportunities

An easy way to make more money from your products is to upsell related accessories. However, this means creating a new quote for all of the additional costs. With complex pricing, you can offer product bundles without worrying about manually calculating the combined price. You can even quote special price deals for these bundled product packages in order to encourage more combined sales. The bigger the deal size, the more profit you can enjoy.

In addition to upselling bundles, you can use guided selling and customer relationship management (CRM) systems to aim specific products at audiences who are more likely to buy than others. Start by using guided selling modules to create custom questionnaires for your customers in order to gauge what other products they’re interested in buying. You can use this data to create new bundles of related accessories. Not only do you get more profits from these upsells, you can enhance the customer experience by anticipating their needs.

Accurate Quote-to-Cash Tracking

Quote-to-Cash (QTC) is the tracking of the sales cycle from the moment an order is made until the final purchase goes through and the invoice is paid. The more accurate your QTC data, the more useful information you’ll have to guide your future sales tactics. With CPQ solutions, you can better track the entire QTC sales cycle.

For example, maybe your tracking reveals a high abandonment rate on a specific product. You review your QTC data and find the product tends to sell better when paired with certain accessories. You can now use this information to ensure the product is always paired up with related accessories to increase the likelihood of sales and lower abandonment.

Real-Time Competitive Pricing

Ecommerce stores have made it more important than ever to have fast turnaround times on sales quotes. Has a competitor just announced a special sale? You can calculate a similar rate and adjust your current pricing to stay competitive by using a CPQ tool. There’s no need to dig through old spreadsheets to find sales rates - just access them from anywhere. Update your rules engine to account for the current price difference and enjoy accurate, up-to-date quotes.

Does your ecommerce business work across multiple channels? CPQ solutions have omnichannel capabilities to reflect accurate pricing across the web.

Apttus Quote-to-Cash
Set custom product discounts with Apttus Quote-to-Cash.

CPQ Pricing Guide

The best CPQ software is one which meets your budget. CPQ software prices mainly depend on how many users you have and the scope of your enterprise. Software-as-a-service (SaaS) prices start at $19 per month per user up to $100 per month per user. Both SaaS and perpetual license often include limited IT support., at least for the first year of service However, implementation and training services are generally not included.