Configure, price, quote (CPQ) software helps companies automate the lifecycle of the quoting and proposal process, starting with the moment a customer supplies their needs in a company’s offering and ending with sending a detailed quote to the customer or prospect. CPQ software is used in sales departments to accelerate the sales process while improving quote accuracy and customer relations. These software products allow companies to determine a customer’s needs and provide them with custom quotes that best fit those specific needs. Products are typically built on an existing CRM software product or designed to integrate with one (or more) CRM tools.
To qualify for inclusion in the CPQ category, a product must:
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Salesforce CPQ (Configure, Price, Quote) is an easy-to-use, next generation app that is part of the Sales Cloud solution offering. Salesforce CPQ is native, so users can create accurate and professional sales quotes quickly and error-free on any device—without leaving Salesforce Sales Cloud. Salesforce CPQ is part of the innovative quote-to-cash apps from Salesforce that enable companies to easily and accurately manage the entire deal close process—from generating quotes and configuring orders to collecting cash. Our products, Salesforce CPQ and Billing, enable our customers to go live and capture full ROI in weeks rather than months, and growing revenue faster than ever before. Customers love us —just read our G2 Crowd reviews.
IBM CPQ Configure, Price, Quote enables your sales team and channel partners to accurately configure, price, quote, and order complex products and services. IBM CPQ Configure, Price, Quote automates your most challenging selling processes with the configuration, pricing and quoting of complex products, services, and bundles. Our product can guide your sales, call center representatives, and partners in selecting and validating the right products.
Apttus CPQ (Configure Price Quote) is the #1 enterprise multi-channel sales tool designed to help companies configure, price and quote deals accurately, quickly, and easily. It handles simple to highly complex product & pricing configurations across all sales channels (field, telesales, partners, E-Commerce). It is part of a complete suite of, integrated applications that enable the Quote-to-Cash process:Contracts, Incentives, Billing and Order Mgmt. and E-Commerce. Powered by the world’s most trusted cloud platforms including Salesforce and Microsoft Azure, Apttus CPQ can be accessed within any of the world’s most popular CRM solutions including Salesforce and Microsoft Dynamics 365.
CloudSense, the category-defining intelligent commerce platform, is built on Salesforce and designed for industries. CloudSense supercharges the world’s leading CRM to redefine the possibilities of commerce for your industry. Uniquely architected for enterprise-grade requirements, the CloudSense platform is trusted across multiple industries to deliver intelligent commerce on every channel. CloudSense empowers your organization to deliver exceptional commerce experiences with 100% Salesforce-native Configure Price Quote (CPQ), Product Catalog, Order Management, Pricing Management, Contract Management and eCommerce.
DealHub is an award-winning Sales Engagement and CPQ platform that delivers a personalized buying experience at every step of the sales and prospecting funnels. DealHub enables Sales reps and buyers to meet, engage and collaborate online on relevant, personalized and dynamic content, while gaining real-time insights on buyer engagement and disposition. From simple to complex, DealHub’s CPQ software allows sales teams to configure quotes and proposals faster with fewer errors. By minimizing administrative tasks and allowing sales teams to focus on engaging more effectively with buyers, DealHub helps sales operations reduce the sales cycle and increase revenue. DealHub operates natively within Salesforce CRM and Microsoft Dynamics CRM and offers: • Configure-Price-Quote (CPQ) • Document Generation • Contract Management and Redlining • E-signature • Real-time Engagement Analytics • Predictive Sales Playbooks • Interactive Content Sharing and Engagement DealHub.io is trusted by fastest-growing technology companies, including ThoughtSpot, SalesLoft, Sisense, Looker, Clicktale, Tipalti, Dynamic Yield, INFINIDAT, Kaminario and AlgoSec. DealHub CPQ is a built-in dynamic quote generator that enables sales to create quotes, contracts and sales collaterals at the touch of a button. Rule-based templates automatically customize documents and their contents based on region, language, customer profile, product and any other chosen parameters. DealHub CPQ lets you embed customized sizing, margin and ROI calculators directly into your guided selling process. These calculators, together with DealHub’s rule-based configurator, ensure your sales reps and channel partners deliver the right solutions at the optimal price points.
Oracle CPQ Cloud (formerly BigMachines) helps businesses sell products, services, and solutions faster. Enable your sales reps and channel partners with the guideance they need to find the best solution for each customer. With the strength of Oracle Cloud infrastructure, you can be assured that this revenue gateway is enterprise-grade, performant, and secure. Oracle CPQ Cloud can be deployed stand-alone or in conjunction with leading CRM, eCommerce, Service, and ERP platforms to provide omni-channel customer experiences, while eliminating quote-to-cash friction.
Integration | Price | Support | Features With over 85,000 Users in 101 countries, QuoteWerks is the Market Leading sales quoting and proposal solution. What really sets QuoteWerks apart is it's turn key implementation, affordable pricing, legendary phone support, and most importantly the 55+ integrations with CRM, Accounting, Distributors, FedEx/UPS, Leasing, Sales Tax, Microsoft Word, Dell, Cisco, HP, CDW, NewEgg, Provantage, Staples, and more. QuoteWerks is used by companies in almost every industry and by companies of all sizes. The Details: QuoteWerks is specialized (CPQ) software used in every industry for creating sales quotes and proposals. Rather than using Microsoft® Word® or Excel® to create your quotes and proposals, you can benefit from a tool that is specialized for the task of creating quotes and proposals. QuoteWerks fits into your existing software environment. It works with the software that you store your customer information in like ACT!, ACT! for Web, Autotask, ConnectWise, GoldMine, Google Contacts, Maximizer, MS Dynamics CRM, Outlook, Outlook BCM, salesforce.com, SalesLogix, and SugarCRM eliminating the need to re-type customer information. QuoteWerks also has its own built-in contact database. You can easily import your product information into QuoteWerks. QuoteWerks can link to product database sources like external databases, Excel spreadsheets, or text files. You can also just type product information directly into the quote. If you use QuickBooks or Peachtree, QuoteWerks can even quote products that you have stored in QuickBooks or Sage 50 - US Edition / Peachtree. QuoteWerks has the ability to group items items using Bundles or Kits. The QuoteWerks Configurator simplifies building a quote by presenting the sales rep with a list of products to choose from step-by-step. The list of products displayed at each step will be based on the previous selection. The lists of products and number of steps are specified when the configuration is setup. One of the main advantages of using the configurator is that once it has been setup, the sales rep can very easily pick products from the lists presented to them, ensuring that the sales rep will not forget to add products they should. Thus, reducing training costs and mistakes. Our IT Industry Solution provides an integration with Tech Data, Ingram Micro, SYNNEX, D&H and more. You can get real-time pricing and warehouse availability from your vendors and using our QuoteWerks Product Content Subscription (powered by Etilize), customer friendly product descriptions, product images, and marketing descriptions. With QuoteWerks you can also submit orders electronically to your vendors and receive order status with shipping tracking numbers, serial numbers and more. With our QuoteValet® Add-on, you know when your customer views your quote and your customer sign electronically - no more signing and faxing, and can collect credit card payment including deposits. It integrates with your Accounting software like QuickBooks, Sage 50 US Edition / Peachtree, or others through 3rd party Accounting add-ons so when those quotes become orders you don't have to re-enter your orders, and those orders can be submitted electronically to your vendors! All of this eliminates costly mistakes. QuoteWerks has been empowering businesses for over 25 years - increasing their productivity and closing more sales by simplifying and speeding up their price quoting/proposal processes in the office and on the road.
Experlogix is a premier provider of Configure, Price, Quote (CPQ) technology, specializing in fully integrated quote and order automation solutions for Microsoft Dynamics, Salesforce and NetSuite. Experlogix delivers the scalability and flexibility needed to handle virtually any CPQ requirement at a low total cost of ownership. Hundreds of companies worldwide in a variety of industries rely on Experlogix, including Allegion, Analogic, Assa Abloy Hospitality, FEI Company, Hitachi Construction Machinery Australia, Husky Injection Molding Systems, Malibu Boats, Mitsubishi Caterpillar Forklift, Nikon Instruments UK, Okuma America Corporation, Otis Elevator, Smarter Bathrooms, Takeuchi, TelePacific Communications and Teradata. For more information, visit www.experlogix.com.
Quote | Propose | Close Create proposals that win and quotes that close with ConnectWise Sell, the quote and proposal solution of the ConnectWise Suite. ConnectWise Sell is the all-in-one, cloud based quoting software for IT Solution Providers and Resellers that creates quotes and proposals anywhere, anytime. With a quote and proposal automation solution that ties into ConnectWise, you can manage sales for growth, create professional quotes and proposals in minutes, and automatically update your sales pipeline accordingly. ConnectWise was named a Niche Player in the 2018 Gartner Magic Quadrant for Configure, Price, Quote Application Suites. The full report can be accessed here. (https://info.connectwise.com/corporate/announcements/gartner-magic-quadrant) With ConnectWise Sell’s guided quote creation and automated sales coaching, it's easy to create a well-structured sales cycle and ensure that your team adheres to it. Deliver your quotes and proposals via ConnectWise Sell's online, interactive quote delivery system. Clients can customize their order and instantly accept their quote with built-in e-signature capabilities. With ConnectWise Sell, you can: • Pull live pricing from Ingram Micro, Tech Data, Synnex, and more • Integrate seamlessly with Salesforce, NetSuite, Dynamics CRM, Autotask, and ConnectWise Manage • Easily quote Cisco products • Leverage a library of quote templates • Stand out with professional quotes and proposals • Gain control of your sales pipeline • Easily access pricing and availability • Deliver your quotes with a secure, online, and interactive web link • Receive customer approvals with built-in eSignature
Atlatl QuoteBooks Cloud is a sales enablement suite that helps manufacturers and distributors accurately configure, quote, and track their activity throughout the entire sales process. QuoteBooks CPQ and Visual CPQ offer mobile, interactive, and immersive sales tools build for specifically for manufacturing sales channels.
Configure One's product configurator and CPQ (configure, price, quote) software is an industry-leading solution for both large and small manufacturing companies. It addresses both sales and production configurator needs and its web-based architecture means that customers can deploy it to various groups (customer service, sales, dealers, customers, etc.). The configurator optionally can produce sales drawings, virtual 3D images, and more. Standard integrations are available to all leading ERP/CRM applications.
PandaDoc is the complete digital document solution, designed for efficiency. Create, send, track, and eSign documents -- all from one intuitive and easy-to-use platform. Supercharge your CRM with our 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. Our clients are consistently reporting on average: 15% higher value per closed contract 30% higher close rates 50% less busy work 100% accuracy & compliance Other features include: Electronic signatures Document insights Seamless editing Templates Workflow automation Content management Configure Price Quote (CPQ) For more information and full product features, visit us at www.pandadoc.com.
The #1 rated cloud CPQ platform. Verenia CPQ is the only omnichannel CPQ that brings together CPQ, Self-Service, Sales Portals, and B2B2C eCommerce, all under one platform. Trusted by leading companies like Yamaha Motor Company, Bennington Marine and Rise Broadband, Verenia CPQ has all the power and scalability to support the growth of all businesses. It is the only all-in-one cloud CPQ solution that includes Guided Selling, Product Configuration, Proposals, Sales Portals and more to take your business to the next level.
KBMax is redefining CPQ & ecommerce for companies globally. Our product configurator is the only one that can handle complex business rules, 3D visualization, real-time pricing, CAD automation & integrations. This end-to-end solution results in an awesome buying experience, a faster sales cycle & a more efficient manufacturing process.
Expedite Commerce is a simple-to-use eCommerce platform that handles sophisticated processes including CPQ, Order Management, and Revenue Management. It provides Intuitive rules-based proposals, selling, provisioning and fulfillment for B2B companies with complex products & services.
CallidusCloud CPQ makes your quoting and selling process simpler, faster and more profitable. Instead of sales reps spending hours or even days working on proposals, free their time for more selling activities. Sales reps can generate quotes and proposals while with a customer from any mobile device. Move your CPQ to ecommerce so customers can generate their own inquiries, configure the solution they are interested in, and place their order themselves. CPQ moves customers from interest to yes, faster.
Vendavo® CPQ Cloud is a SaaS solution that provides robust integrated guided selling, product and pricing configuration, quotation, proposal and contract support for your business. Whether you are a sales professional looking for real-time information to improve your cycle time, or responsible for profit across a product line or P&L, Vendavo® CPQ Cloud provides capability to easily respond to customer requests – no matter where they are coming from: online or offline, from self-serve or full-service buying channels. And, you’ll know that current pricing, T&Cs, and other supporting documents are being provided at the click of a button. With Vendavo® CPQ Cloud, your sales people achieve improved performance in the quoting cycle, which means more quotes – that are more accurate, and less time spent on administrative burdens. That’s why companies that use CPQ best achieve 5x more growth in revenue than those that don’t. (Aberdeen CPQ Study, Jul 2016: “Powering a Profitable Sales Organization”)
Apparound is a cloud based mobile app that digitises sales content and sales processes. Developed to help companies improve sales productivity, Apparound simplifies the sales process for sellers and makes the buying process easier for customers. The Apparound solution includes brochures, product specifications, presentations, videos, product catalogues and real time quoting. The seller is guided through the sales cycle presenting the right content to customers, quoting in real time and getting a contract signed. All of this can be done in one customer meeting. Apparound works as a native app on smartphones and tablets; iOS, Android, Windows are fully supported. It is also accessible from any computer browser: Explorer, Edge, Chrome, Mozilla, Safari. Designed to be customer facing, the app works offline and provides content and real time quotes without a connection. Intelligent Quoting is Apparound’s main product module. It includes content, automated pricing and discounting and quote generation. Other modules available are Sales Tracker, Electronic Signature and Web Client. Sales Tracker is a dynamic dashboard for sellers to track quotes and customers. Electronic Signature increases the speed of deal closure by fast contract generation and digital signatures. Web Client enables the use of Apparound from any computer browser.
Price f(x) is the pioneer of cloud-based price management, price optimization and CPQ solutions. Our solutions are highly configurable to suit any industry and pricing strategy and can be implemented quickly with no upfront investment or risks. Our suite includes: PriceAnalyzer: Gain accurate insights into your pricing, margins, customer and product segments and identify pricing opportunities. PriceOptimizer: Analyze and generate segment-specific optimized pricing and push it to your price lists, CPQ, ERP and Digital Commerce systems. PriceBuilder: Define and manage your pricing strategy and calculate, simulate and publish all types of product prices. PromotionManager: Manage promotions, discounts, campaigns and special pricing, at any level of complexity, from one place. QuoteConfigurator: Empower your sales team to respond to requests faster, quote with high accuracy and confidence, and win more deals. RebateManager: Create, calculate, track and manage rebates, bonuses and credits while integrating with your accounting system. IntegrationManager: Integrate Price f(x)’s suite of solutions with most third-party systems and enable a bidirectional exchange of master and transactional data.
Powertrak CPQ is a visual quoting, ordering and configuration solution. This 'thin' browser-based solution suite comprises of guided selling, product configurations, and an advanced 2D and 3D (drag-and-drop) product configurator that includes virtual reality experiences. Powertrak 2D/3D Product Configurator enables users (sales, customers, partners, resellers, and distributors) to build, design, quote, and order/buy make-to-order products using an interactive (drag-and-drop) and visual experience. Powertrak's configure, price, quote (CPQ) technology boosts user adoption, improves engagement, and enhances the overall customer experience. Powertrak augments visual product configuration with virtual reality experiences. Empower users and stakeholders to interact with configured products and explore environments using the HTC Vive or Oculus Rift headsets. This offering will visually, physically and emotionally amaze your prospective customers with an awe-inspiring three-dimensional interactive experience.
servicePath is a modular platform for costing, pricing, quoting and contracting simple to complex solutions, products and services. Each integrated module addresses a specific aspect of the commercial service lifecycle: cost management, product management sales management and solution management. The platform is intended to work across and automate the key business processes for managing costs, products, quotes/orders and solutions for service provider customers. We call this cost-to-contract. Each module provides domain-specific functionality for the related role, but with careful consideration for the end-to-end business flow of managing and selling complex services. The platform is provided in two editions. CPQ is designed for organisations looking to centralise their product information and enhance sales performance through "configuration, pricing and quoting". CLM builds on CPQ providing enhanced management of costs and the ability to build and maintain complex solutions from first sale through re-grading and re-contracting.
Cincom CPQ™ is a configure-price-quote solution that dramatically improves the buying experience for your customers. Beginning with product configuration, Cincom CPQ creates real-time pricing and quoting of those configurations and delivers a proposal on the spot. With expert knowledge at their fingertips, your sales reps and dealers have everything they need to win more business and your customers have everything they need to make a buying decision quickly.
PROS Smart CPQ automates the configure, price, quote process empowering your sales them to create accurate, tailored solutions for each customer, every time. Integrated with dynamic pricing science technology which provides prescriptive insights into the willingness to pay at the individual customer level, not just the segment level, your sales teams are armed with the ability to always provide winning prices for that customer, for that product, in real-time. Take your business one step further and expand your addressable market by enabling partners and customers with the same great configuration and quoting capability for a modern commerce omnichannel experience. With Smart CPQ you now have the speed and agility to respond quickly to customer requests and use prescriptive insights to consistently provide the right products at the right price for your customer through any sales channel. PROS Smart CPQ with dynamic pricing enables you to deliver process automation and profits.
Tacton’s manufacturing software solutions connect customer with product and factory for smarter business. By putting customers at the heart of the process, we focus on their needs, enabling better sales and more efficient operations. Drawing upon 20 years of AI research, our constraints based configurator goes beyond CPQ, transforming the way you do business - letting your customers build relationships with their clients, not just products. With global manufacturing expertise, we work with partners such as ABB, Bosch, Caterpillar Propulsion, Daimler, MAN, Mitsubishi, Siemens, Toshiba and Yaskawa. Tacton is headquartered in Stockholm, Sweden, with additional regional headquarters in Chicago, USA, Karlsruhe, Germany, Warsaw, Poland and Tokyo, Japan.
BlueprintCPQ is a powerful and scalable solution that enhances the whole ‘Lead to Order’ process. Our cloud based application enables organisations of every size to quickly and easily adopt modern practices. * Quicken and ease quote generation and order transactions * Identify areas that will deliver savings and or gains for the business * Maximize use from your existing software * Introduce modern, better ways of working and set on course for growth. * Reduce the burden and/or workload on your IT department Breaking new ground in the Lead-to-Order process, we help users with personalized, automated content at key buying stages through easy to use, engaging and intelligent web-based forms. * Get results FAST - easily reduce complexity and cost. * Work smarter - encourage people to want to buy from you * Make buying easy - engage people in your 'Lead to Order' process * Scale and grow your business with ease. * Maximize your revenue * Stand out from the crowd and offer a point of difference
DigiFabster is a subscription-based instant quotation and eCommerce solution for use with 3D printing, CNC and other digital manufacturing technologies. The cloud-based software allows for immediate quoting and online payment, while also analyzing and fixing CAD and other 3D printable files, ensuring parts are correctly oriented and produced. DigiFabster’s back-end system provides you with all the flexibility you need, allowing you to determine costs for machine time, materials, labor, finishing and more. You can create rules for discounts and add a premium for quick turn times. The software supports 10 technologies with multiple pricing and discount options. DigiFabster’s CRM is specifically designed to address needs of machine shops and service bureaus. These powerful tools allow you to be connected to your customers 24/7, without the labor and expense. Our fully documented API allows you to utilize the data with other software like ERP, accounting or shipping.
FPX has more than 30 years of experience in solving complex sales and operations challenges for large, multi-channel organizations. As the inventors of Configure Price Quote (CPQ) technology, FPX provides the most impactful solutions for the world’s most complicated sales problems. Unique from other CPQ vendors, FPX doesn’t build its applications on the platforms of third-party CRM systems and can be seamlessly integrated across all technology standards, including SAP, Salesforce, Oracle, and Microsoft. This allows our customers to better connect their separated processes across an ever-growing web of sales and distribution channels. FPX delivers a platform of cloud-based solutions that enables global companies to sell complex products and services with incredible speed, efficiency and precision across all channels. FPX Enterprise CPQ empowers companies to augment their existing CRM systems, Commerce sites, and ERP applications by providing an omni-channel solution to optimize and automate all Quote-to-Order business processes, including configuration, pricing, quoting, contract management, workflow, e-signature, and data management. More information is available at www.fpx.com.
Qwilr is reimagining the way you communicate with your clients. We help you make beautiful, intuitive sales and marketing documents that look impressive and integrate seamlessly with your business. - Reimagine your old decks and PDFs and dream up creative, inspiring communications that look professional and are easy to make with our high-quality Template Library. - Use our interactive pricing tools to give your clients a quote that’s flexible, interactive and adaptable to their needs. Create quote packages, upsell using optional line items, and provide conditional pricing in an interactive format. - Streamline your sales process by using allowing your clients to accept, sign, and pay in one seamless flow. Integrate with HubSpot, Salesforce, accounting tools, and more. - Invite your team and collaborate on the same document at the same. Control exactly who has access, so important documents are never overridden. - Promote or privately share your Qwilr Pages across any device. Update your live content, even after sharing, so typos become a thing of the past. - Get deep insights into what’s making your business tick and course correct accordingly. See how many times your Qwilr Page was viewed, which sections they spent the most time on, and create reports quickly with our Audit Trail. - Take control of your communications with and re-use your favorite sections in a single click or use your company’s template, with your set company fonts and colors.
Whether you’re creating complex products or bundling existing products and services, your sales team, partners, and distributors must have the right tools to provide the ideal buying experience to customers—one that’s fast, accurate, visual, and collaborative. With Infor® Configure Price Quote (CPQ), you can sell complex products more quickly from opportunity to cash, eliminating costly errors and speeding up the sales cycle. Because the solution makes CPQ capabilities central to your sales process, you can give your sales reps an enormous competitive advantage and a quicker path from engagement to conversion in your customer’s journey. In today's market, both customers and distributors expect highly customized products to be delivered quickly, accurately, and cost-effectively. This robust solution is tailor-made for the business of tailor-made products, and can give your extended team members the power of visual, accurate, and fast ordering—at their fingertips.
The Product Configurator and CRM of camos - intelligent software for companies selling complex industrial goods. The lead-to-order process is supported from the earliest lead all the way to the confirmation of order. For product configuration and quoting, camos is one of the technological leaders worldwide.
iQuote Xpress is a web-based SaaS application which enables businesses to automate their sales estimating process using the latest internet technology. Sales personnel is able to easily and quickly generate sales proposals which are more detailed, accurate and include product marketing information. iQuote Xpress users enjoy an enhanced image as professional communication is consistently delivered to the customer.
e-Con Solutions is a CPQ vendor dedicated solely to Microsoft Dynamics. CPQ software eliminates incorrect quotes, faulty orders and manual updates to quotes, orders, and production materials.
Model N CPQ is the first Salesforce1-native, enterprise-grade CPQ solution that enables companies to leverage Sales Cloud to power the configuration and pricing of their most complex products. Incorporating powerful capabilities for guided selling, usage based pricing and solution bundles. Model N CPQ is the foundation for increasing sales productivity, shortening sales cycles, and driving business success. Model N CPQ is designed to scale with your business and delivers performance and patented technology to handle all levels of business complexity. Model N CPQ for SAP provides out-of-the-box interoperability built to leverage the data and business logic in SAP and SAP Variable Configurator (VC), enabling sales reps to create quotes that are configured and priced precisely the same as they would have been directly in SAP.
We are dedicated to helping companies optimise the prices for everything they sell. Our advanced pricing software, which is powered by artificial intelligence, has already been trusted and utilised by leading companies, including Merck, Silmid, Ribble Cycles, Cleverboxes, Aber Instruments and Whitecroft Lighting to make smarter pricing decisions.
channelcentral is a software house dedicated to the development of custom and off-the-shelf software for the IT Channel Worldwide. Specialising in Configure, Price, Quote Configuration Software and smart Product Finders/Selectors at single or Multi-Vendor level. channelcentral is best known for its iQuote Software developed for Hewlett Packard Enterprise and HP Inc. Its customers range from Global IT Vendors, Distributors and Resellers. When channelcentral sales tools are used, companies gain efficiences in their processes and realise increased order values with higher attach rates. Unlike larger configuration software companies, channelcentral is industry specific, made up of Channel experts that truly understand the IT Channel and your needs. Contact channelcentral today with your requirements and bring value to your business.
Streamline your end-to-end processes, from quote to delivery. Create incredibly accurate quotes fast, manage sales, schedule production, order and manage stock, book and prove deliveries, and see profit and loss in real time at a glance. Clarity Software is for the thinkers, the creators and the do-ers. Perfect for any business that creates products or delivers projects to order, whether you print brochures, design cakes, groom dogs, develop software or landscape gardens.