Configure Price Quote (CPQ) Software List (April 2024)

Osmos Cloud is an All-in-one Quoting and CRM software. It provides features include contracts, invoices, account receivables, PO, inventory, requisitions, accounting and CRM and manages the small scale business. And it integrates with Email, Stripe, PayPal, Xero, QuickBooks, Slack, Twillio, Gmaps, and others.

Competera enables retailers and brands to increase customer trust by setting and maintaining optimal prices in real-time. This deep learning algorithms continuously re-calculate billions of possible price combinations ensuring an average gross margin increase by 6%.

Expedite Commerce is an all-rounder business management platform that helps organisations streamline various processes, ranging from manufacturing and revenue generation to attracting new customers and retaining them, seamlessly. It enables businesses to CPQ (Configure, Price and Quote) their products, as well as guide customers to buy products online, with the help of 3D visualisations. The platform can be integrated with sales processes and call centres that ultimately helps brands to improve their customer experiences. Moreover, it can also be integrated with businesses’ pre-existing ERP systems and manage inventories adequately. With Expedite Commerce, users can simplify their billing system about subscription, usage, recurring and one-time charges for particular bills. The platform can be relied upon to automate individual billing cycles and get instant feedback about bill cycle processing and generated revenue. Overall, Expedite Commerce helps businesses to maintain their focus on regular customers, build better relationships, sell faster, fulfil orders on time and automate recurring processes alike.

Apparound is an all-in-one digital solution that improves sales productivity by providing sales reps, useful tools, and information to make their daily activities easier. Track sales activity and productivity with full visibility into your sales pipeline. Use digital technology to make your sales productive from anywhere. The software gives them the information and tools they need to engage with customers more efficiently and effectively than ever.

This sales engagement software is easy to use and set up and creates the ideal brand experience for every contract, quote, proposal or agreement that professionals send. It automates approvals, tracks buyer engagement and sales workflows. Sales teams can close more deals faster with this end to end solution. An interesting feature provided by this platform is the predictive sales playbooks that let salespeople walk step by step through content generation activity and customer engagement. Dealhub also provides dynamically generated, deal-specific micro websites that enable salespeople to interact and engage with stakeholders throughout the sales process, e-sign documents and capture feedback. The dashboards of Dealhub allow sales representatives to easily and quickly comprehend deal flows and generate more sales pipelines.

iQuoteXpress offers a proven cloud-based, CPQ (Configure, Price, Quote) application for sales proposal management. The iQuoteXpress (IQX) team provides assistance with every requirement to ensure great looking and accurate proposals. Their post-launch support helps you continuously improve closing ratios. They offer ready-to-go integration with leading CRM apps including Salesforce, Microsoft Dynamics, Zoho CRM, and soon HubSpot. Sales professionals cite the time-saving and automation features of IQX as the reasons CPQ solution has increased their conversion ratio.

Revv is an all-in-one document management system to help individuals and teams run their business. Revv is continuously improving and adding to its library of business document templates. Personalize on the go, with your team and clients. Personalize terms to be fair to all parties, be transparent, build trust and relationships. Close and formalize documents in a jiffy with eSign. Close using soft-sign for documents that need consent but not eSign. Organize your documents in any way you do business.

Verenia CPQ is a cloud-based configure price quote (CPQ) solution for companies in the distribution, manufacturing, and e-commerce industries. Product visualization, pricing quotations, CRM and ERP connection, and customer self-service are all important aspects. Regardless of the intricacy of the product or service, Verenia CPQ can configure and quote it. With its "Guided Selling" feature, the system adjusts discounts and margins automatically and assists users in upselling and cross-selling accessories and items. Dealers, partners, and users can also be aligned with local government standards, company procedures, and national legislation using the system. A range of role and permission-based views are available in the system. Sales employees may enter quotations and confirm orders, salespeople can produce and send sales proposals, and engineers and product managers can change product data. Management can see sales activities. Users may track orders, view and pay bills, view purchase history, verify product and service availability, approve quotations and estimates, and view product catalogs through Verenia CPQ's customer self-service site.

BlueprintCPQ also known as XaitCPQ, is an intuitive sales automation software that helps businesses to attract more deals by assigning accurate prices to individual products and services on the go. The solution enables users to enhance their sales by increasing the quality of bids and proposals alike. It can quickly adapt new price lists, products and discount structures to keep users always ready for the future. BlueprintCPQ can be integrated with users’ existing eCommerce and CRM platforms, facilitating error-free processing of configured products. Moreover, a simple administrative tool available within makes it easy for businesses to follow scheduled rules and achieve the right balance between administrative overhead and user acceptance, accordingly. Proposals created over BlueprintCPQ are professional in appearance, that also includes tailored images, CAD drawings and graphics. These proposals are correct, updated and free from any currency or price book errors. Moreover, a team of CPQ experts are correctly available on time, ready to solve users’ problems or situations.

bit2win CPQ Suite is specially designed for companies transforming themselves by digitalizing revenue operations of their own. It empowers enterprises to set up complex services and products, present accurate quotes, and execute smarter deals based on the latest pricing and product information made available. Also, service providers can use the CPQ solution to simplify the ongoing feature usability and complexity levels, besides reducing the number of clicks, and screens. The platform can also be utilized by users to automate relevant document generation processes, directly from their CRM system. A robust workflow management tool lets users define process-flow based on the click and point approach. They can also utilize it as a fast wizard configurator to gather and validate data produced by the use. Enterprises can map a variety of catalogues related to fulfilment and billing, to generate a unified commercial catalogue out of them. Besides e-signature and microservices facilities, bit2win CPQ Suite enables service providers to optimize retail services by digitizing all of their store processes.

Create unique configurations, calculate pricing, incorporate production data, send a quote to the customer, and secure an order from a single application. Discover how our customers have realized the benefits of using CPQ software and why they choose to Configure One as their partner solution. Make data-driven decisions and get the whole picture by integrating existing data with Configure One. Monitor ordering with customizable reports and an orderly queue for reviewing orders before final approval.

Experlogix is a sales enhancement platform that enables sales teams to setup, price, and provide customized, precise quotations quickly and easily using CPQ technologies. It accelerates and simplifies quote processes, increases customer satisfaction, and improves quality and accuracy, by allowing you to manage even the most complicated quoting, price, and setup needs without scripting. With Experlogix, you can simplify and speed up your quotation and order procedures to assist your sales reps in selling quicker and more efficiently. Using automated and consistent procedures, you can create, transmit, and e-sign highly tailored and persuasive quotations and proposals. You can generate on-demand BOMs, routing, and other paperwork depending on customer-specific parameters. You can create precise orders and bids every time, with corporate rules that discover discrepancies automatically, preventing expensive mistakes and delays. You can visualize items with detailed explanations and realistic visuals, leading your sales reps through the setup of difficult requests. Additionally, you can integrate the Experlogix CPQ system with your ERP or CRM platform, NetSuite, Salesforce, or Microsoft Dynamics to simplify and expedite quotation and order processes.

DigiFabster is a rapid quotation software that manages quote requests and saves time. Gone are the days of time-consuming and difficult quotation management systems. DigiFabster now makes it simple for individuals to handle quotations. All quotation requests are tracked and managed automatically by the programme. In addition, managing quote inquiries through email do not necessitate a multi-step approach. It enables people to receive more profit by concentrating on high-value sets. With this programme, the quoted time is reduced to 10 minutes instead of 24 hours. Also, the database contains hundreds of the most regularly used equipment and materials, which may be changed several times without difficulty. Furthermore, the platform improves file preparation by automatically detecting and repairing frequent process errors. The programme also offers multiple uploading, up to 30 models at a time, with a 300+ MB limitation. DigiFaster through its seamless interfaces controls the client base online and aids in the development of strong customer relationships.

Pricefx is a price optimization software that offers the brands with a full suite of prices. It has turned itself into a world-class platform and it effectively meets the client’s current and future state needs. When it comes to pricing, Pricefx continuously gathers insights on pricing data and manages strategies to bring the price to the market from boardroom data points. The software’s built-in features like the PriceAnalyzer and PriceOptimizer utilize machine learning and data science techniques to help and test volumes, margins, segments. It also helps to optimize pricing strategies after analyzing the impactful visualizations and reports, helping a business to identify the underperforming products and a very granular root cause analysis. Pricefx provides the sales team with a very straightforward interface and a seamless integration with most CRM systems, providing the entire team with the unmatched response time. The state-of-the-art ChannelManager software brings the complete ship and debits claim management seamlessly together with a business’s existing tech stack. A combination of these unique features and solid customer support guarantees long term customer satisfaction and cost savings.

QuoteWerks integrates and leverages the software you already own and know how to use. Before a quote is sent to a customer, QuoteWerks facilitates peer reviews and quote approvals from sales managers and executives ensuring there are no mistakes and the quote is within the margin. Select your branded template and determine how you’d like to present your quote to the customer. Electronically deliver interactive quotes via optional QuoteValet cloud service.

CloudSense is a tested Commerce and Subscriber Management platform for Salesforce, designed for high-volume or sophisticated continuing services. This merged data provides you with a 360-degree perspective of your consumers, which can be leveraged to generate tailored, omnichannel customer experiences with embedded AI. From sales to continuous subscription fulfillment, it enables the whole commerce journey on a single platform. For long-running complex commercial processes and subscriber Order Management, CloudSense offers a one-of-a-kind drag-and-drop business process management solution. It has a vast list of features such as - Experts in Salesforce, mobile and online applications, integrations, and migrations. Their teams create and implement solutions that are customized not only for your technology but also for your people and procedures. One of their most beneficial features is their training programme - Classes give your employees hands-on experience so they can immediately grasp your solution and implement what they've learned. Designed for both functional and technical stakeholders, each course ensures that each participant leaves completely educated in their platform. They have a 24/7 technical support team that can be accessed through a call or email instantly.

The successful IT businesses of today build systems and processes to scale without compromising customer experience. Quoter is your sales system that increases capacity and reduces purchasing friction. Quoter is a modern, cloud-based quoting platform that helps MSPs, VARs, and ISVs save time, eliminate mistakes, and get paid faster. Their simple template-based system automates the Configure, Price, Quote (CPQ) process so their reps can fire off beautiful quotes in seconds. Seamlessly integrates with PSAs (ConnectWise, Autotask, and Kaseya), CRMs, Distributors, and Accounting Tools.

Oracle CPQ is an intuitive customer experience and sales management solution that enables businesses to help their customers through an order to cash process. Thus facilitating correctly configured detailed purchase order creation in real-time. Once completed with the creative part of a correctly configured order, the solution offers a detailed price quote to individual customers that include discounts and terms & conditions alike. The solution also has the capability to automatically create accurate and functional configurations in seconds, even if the product changes over time. In addition, sales teams also get access to effective and easy-to-follow procedures that help them to identify customer needs and suggest relevant product offers, accordingly. Also, Oracle CPQ enables businesses to provide intelligently designed discount and pricing information, such as average selling price (ASP), optimal price determination, last price paid and other deals as per need. The solution uses current and accurate data for generating quotes and proposals, dynamically. Finally, Oracle CPQ also supports CRM and ERP integrations to establish an end-to-end sales to order process.

DemandTec Lifecycle Pricing software is a platform used to measure ROI in retail pricing. The software offers semi-automated processes to execute rules-based pricing and visualize key metrics through an intuitive workspace. Collaborate with your team to streamline deal management with vendors. Marketers, Small and Medium companies make use of the software.

Salesforce CPQ is a cloud-based platform that provides your sales staff with easy-to-use software that is accessible from any device. Hosted on the Sales Cloud platform, it gives you a direct link to your CRM, allowing you to make the best informed sales decisions possible. Salesforce CPQ simplifies the processes of bidding, contracting, and ordering. Without ever leaving Salesforce, the solution boosts sales productivity and helps you close more business. Salesforce CPQ, which is fully native on the Salesforce platform, provides next-generation CPQ that is 5-10x easier to build than legacy CPQ apps. Salesforce CPQ (Configure, Price, Quote) is a next-generation tool that is part of Salesforce's Sales Cloud service. It's built with Salesforce standard objects like quotations and products, so you'll have a consistent data structure across the customer lifetime. This shared data approach removes cumbersome integrations, allowing new products to be launched faster and iterations to be made more quickly.