Configure Price Quote (CPQ) software provides large enterprises with a comprehensive and essential suite of tools. These tools are meticulously designed to enable the delivery of highly accurate and customized quoting, strategic upselling opportunities, and flexible product bundling options. This is particularly crucial for maintaining competitiveness and responsiveness within a dynamically changing and increasingly complex global economy, ensuring efficient sales processes and maximized revenue. Use our rankings below to compare CPQ Software options and features, and find the best one for you and your business.
Create technical designs and schematics within a two-dimensional geometric space.
Generate three-dimensional visualizations and digital representations of physical objects.
Direct files and data through a predefined sequence of stakeholders for formal verification and sign-off.
Seamless synchronization and management of data between the platform and online retail systems.
Provide interactive guidance to sales teams and customers for effective product selection.
Automate complex pricing models and cost estimations based on predefined logic and variables.
Enables users to tailor product features and specifications to create customized solutions.
Generate professional price quotes and maintain a history of all sent proposals.
Track and proactively manage client contract renewals to maintain ongoing relationships with accounts, products, or companies.
A dedicated entry point allowing end users to interact with system features independently.

PandaDoc is a modern document automation platform that simplifies the creation, sending, and tracking of business documents like proposals, quotes, and contracts. Deeply integrated with CRM systems, it allows sales teams to generate high-quality, professional proposals rapidly using templates and dynamic tokens. Its drag-and-dro... Read More

Bitrix24 is a multifaceted platform that combines two core functions: a collaborative social intranet/portal and a comprehensive suite of over 35 business tools (CRM, project management, document management, communication, etc.). The description focuses on its application for community association management (like HOAs), where i... Read More

Odoo is a fully integrated, customizable, and open-source suite of business applications. It offers a wide range of expertly designed, user-friendly modules covering CRM, Sales, Project Management, Manufacturing, Inventory, Accounting, and many more, all within a single, coherent database. This all-in-one approach allows busines... Read More

Planview Clarizen is an award-winning enterprise work management solution designed for modern Project Management Offices (PMOs) and professional services delivery teams. It combines robust project portfolio management (PPM) capabilities with dynamic collaboration tools to provide real-time visibility into all work in progress. T... Read More

QuoteWerks, by Aspire Technologies, is a versatile quoting and proposal automation software designed to be easy to use for companies of all sizes. It helps sales teams create detailed, accurate quotes and proposals by integrating product catalogs, customer data, and pricing rules. The software streamlines the entire sales quotin... Read More

ConnectWise Sell is a quote and proposal automation solution designed specifically for IT Solution Providers and Managed Service Providers (MSPs). Part of the broader ConnectWise ecosystem, it enables sales teams to create accurate, professional quotes and proposals anytime and anywhere. The software integrates with IT product c... Read More

Quoter is a sales system software designed to increase a sales team's capacity and reduce friction in the purchasing process for potential buyers. It focuses on simplifying and accelerating the creation and delivery of quotes, making it easy for customers to understand options, pricing, and terms. By streamlining this critical t... Read More

Salesforce CPQ & Billing is a comprehensive, cloud-based solution built natively on the Salesforce platform to automate the entire quote-to-cash lifecycle. It seamlessly integrates Configure, Price, and Quote (CPQ) capabilities with sophisticated billing operations. The system streamlines creating accurate, complex quotes while ... Read More

TakeOff Estimates and Reports 4.0 is a cloud platform integrated with a mobile app, designed for field service and sales professionals who are constantly on the move. It manages both commercial and technical field activities. For commercial work, it includes an automatic estimate editor. For technical work, it supports the compi... Read More

Revv is a modern document workflow automation platform that empowers businesses to create, manage, and execute documents with greater efficiency. It provides a suite of features including electronic signatures, vetted templates, customizable approval workflows, and deep integrations with popular business applications. The platfo... Read More