Xero
CPQ Software
Showing 1 - 20 of 179 products
Compare Products
Showing 1 - 20 of 179 products
Sort by
Recommendations: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals.
Reviews: Sorts listings by the number of user reviews we have published, greatest to least.
Sponsored: Sorts listings by software vendors running active bidding campaigns, from the highest to lowest bid. Vendors who have paid for placement have a ‘Visit Website’ button, whereas unpaid vendors have a ‘Learn More’ button.
Avg Rating: Sorts listings by overall star rating based on user reviews, highest to lowest.
A to Z: Sorts listings by product name from A to Z.
Reviews: Sorts listings by the number of user reviews we have published, greatest to least.
Sponsored: Sorts listings by software vendors running active bidding campaigns, from the highest to lowest bid. Vendors who have paid for placement have a ‘Visit Website’ button, whereas unpaid vendors have a ‘Learn More’ button.
Avg Rating: Sorts listings by overall star rating based on user reviews, highest to lowest.
A to Z: Sorts listings by product name from A to Z.
Conga CPQ
Conga CPQ
Conga CPQ empowers sales, partners, and customers to efficiently configure complex products and services offerings, and provide personalized prices and quotes, utilizing codified product and pricing information - ensuring higher w...Read more about Conga CPQ
Voiro
Voiro
Voiro simplifies work for media sales, operations, and finance teams, making them more efficient and productive. We enable faster and better decisions across teams, with a razor-sharp focus on data. We draw sharp insights from rev...Read more about Voiro
Bitrix24
Bitrix24
FrontRunners 2022
Bitrix24 is an online workspace for small, medium, and large businesses. It features over 35 cross-integrated tools, including CRM, tasks, Kanban board, Gantt chart, messenger, video calls, file storage, workflow automation, and m...Read more about Bitrix24
In Mind Cloud
In Mind Cloud
Finally, a digital sales platform purpose-built for manufacturers that unites CRM, CPQ, and Commerce. Our end-to-end sales software flawlessly aligns your customers’ wants with your production capabilities in ERP to help you sell...Read more about In Mind Cloud
COVALYZE
COVALYZE
COVALYZE is easy to use and makes procurement experts more efficient and effective in conducting complex supplier negotiations. No matter if you purchase material or services, COVALYZE is the right tool for you: - you need valid p...Read more about COVALYZE
DealHub
DealHub
DealHub offers a unified platform that helps businesses generate quotes and contracts, connect with prospects, and access buyer insights. The platform was designed using a revenue amplification approach that helps close the gap be...Read more about DealHub
CIS Configurator
CIS Configurator
CIS Configurator is a cloud-based tool for large and midsize manufacturing businesses. It helps automate configuring, pricing and quote generation. It can operate as a standalone solution using its own SQL database or integrate wi...Read more about CIS Configurator
Technicon CPQ
Technicon CPQ
Tacton CPQ is a configure, price, quote solution that helps businesses in the manufacturing industry generate quotes, proposals, and bid packages. The guided sales tools enable users to provide products, services, pricing, and bun...Read more about Technicon CPQ
VISTECH’s SolSuite
VISTECH’s SolSuite
Solidify is a cloud-based configure price and quote (CPQ) management solution that helps sales teams to automate their quotation routines and manage interactions with clients. Solidify provides sales teams with tools such as ...Read more about VISTECH’s SolSuite
Epicor CPQ
Epicor CPQ
Epicor CPQ is redefining the Configure, Price, Quote (CPQ) and e-commerce space for manufacturers globally. Their cloud-based product configurator can handle complex business rules, 2D and 3D visualization, real-time pricing, CAD ...Read more about Epicor CPQ
Powertrak CPQ Software Suite
Powertrak CPQ Software Suite
Provide your sales team, partners, and customers around the world with cloud-based tools to configure and quote products, design room/spaces, and then experience it in immersive virtual reality. Axonom’s solution suite automates t...Read more about Powertrak CPQ Software Suite
eRep CPQ
eRep CPQ
eRep CPQ is a cloud-based configure price quote (CPQ) solution designed for businesses across various industries such as HVAC, plumbing, fire protection, electrical, control industrials, and more. Key features include approval wor...Read more about eRep CPQ
PandaDoc
PandaDoc
FrontRunners 2022
PandaDoc is cloud-based document management software that helps users in creating proposals, quotes, human resources documents, contracts and more. The solution is mostly used by sales and marketing teams and company leadership. ...Read more about PandaDoc
Experlogix CPQ
Experlogix CPQ
Experlogix is a cloud-based configure, price and quote (CPQ) management solution designed to help businesses manage orders and quotation process. It serves both B2B and B2C marketing and sales teams across a range of industries in...Read more about Experlogix CPQ
Estimo
Estimo
Estimo is a cloud-based configure, price, quote (CPQ) solution that helps businesses across various industry verticals to manage their estimation related activities and routines. Estimo allows users to re-use relevant estimat...Read more about Estimo
Quotient
Quotient
Quotient is a cloud-based configure-price-quote (CPQ) solution that caters to small businesses across various industry verticals and helps users to create, send and manage professional quotes. Key features include contact manageme...Read more about Quotient
FPX Intelliquip Selling Cloud
FPX Intelliquip Selling Cloud
FPX and Intelliquip is a leading SaaS provider serving mechanical equipment manufacturers and distributors with more than 200,000 global users spanning 182 countries quoting over $40B through the platform. For more than 30 years...Read more about FPX Intelliquip Selling Cloud
iQuoteXpress
iQuoteXpress
iQuoteXpress (IQX) is a sales proposal automation solution that reduces the time and costs it takes to make sales quotes by more than half. Used across almost every vertical—tech, real estate, manufacturing, education, and more—IQ...Read more about iQuoteXpress
Quoter
Quoter
Quoter is a cloud-based solution designed to help service-based businesses manage the entire quoting lifecycle using electronic signature capture, tracking, CRM, accounting and automation tools. Key features include pricing manage...Read more about Quoter
PROS Smart CPQ
PROS Smart CPQ
PROS Smart CPQ is a cloud-based artificial intelligence platform that helps sales teams automate and personalize sales activities to deliver products at the right prices. The platform enables businesses to respond to customer quot...Read more about PROS Smart CPQ
Popular CPQ Comparisons
Buyers Guide
Last Updated: July 05, 2022
These days, business clients expect instant price estimates when they contact manufacturers for quotes. Providing a quote upon initial inquiry has now become much more streamlined and is no longer a significant bottleneck in the sales cycle. This is due in part to the rise of configure-price-quote (CPQ) software.
We’ve created this guide to help you understand what CPQ software is and how it can benefit your business. In this guide, we’ll cover:
(Click on a link below to jump to that section.)
What Is CPQ Software?
Common Features of CPQ Solutions
What Type of Buyer Are You?
Pricing Models
What Is CPQ Software?
CPQ software is used by sales professionals to provide cost estimates for custom orders, often in the context of a built-to-order manufacturing operation. With a CPQ solution, a salesperson can use requirements, order volume and other details from the client to generate an estimate on the spot. It is critical for streamlining the sales process and ensuring that sales prospects do not fall through the cracks because they did not receive a prompt estimate.
CPQ software often integrates with a manufacturer’s customer relationship management (CRM) system, and in some cases with their material requirements planning (MRP) system, further streamlining the sales-to-manufacturing process. In other situations, the CPQ solution might be one module within a broader CRM or MRP suite.
Common Features of CPQ Solutions
Although each system is likely to have its own unique characteristics that may make it a better or worse fit for your business, there are a handful of core features common to most CPQ solutions. In the table below, we take a look at those common features you’ll find in most products:
| Analytics | Provides detailed reports and data, typically in a dashboard format, of sales KPIs and other business metrics of how the CPQ system has been used in the past. Some platforms can do forecasting or other predictive analytics to gauge what future sales and configurations will be like. |
| Guided selling | Sales professionals can easily find suitable products automatically, based on the client’s needs and requirements. |
| Price and quote | The core feature of a CPQ system, price and quote sets the price based on a client’s requirements and delivers the quote to the client. |
| Renewal management | Assists sales professionals in maintaining standing orders or renewed orders with their clients. |
| Product configuration | Allows businesses to set logic rules for how products can be configured and what degree of customization a customer can choose. |
| Mobile compatibility | Many CPQ platforms offer mobile compatible apps for sales professionals that are on the go. These apps are usually just as fully featured as their desktop counterparts. |
Salesforce Steelbrick price quoting on iPad. Source: SteelBrick.com
What Type Of Buyer Are You?
CPQ software is most often used by midsize and larger organizations with extensive product lines or those that offer a large degree of customization for customers when ordering.
The types of businesses most likely to deploy a CPQ solution usually have large sales teams who must be continuously kept in the loop about product changes and development. CPQ software is also used by sales teams that have trouble managing and neatly organizing a large volume of custom sales orders and inquiries.
That said, smaller businesses that are growing rapidly may wish to deploy CPQ software, as it can give them a competitive edge by enabling them to quickly turn around price quotes back to customers.
Pricing Models
Most modern CPQ systems are cloud-based and typically priced as a monthly subscription, based on the size of the buyer's business or the number of named users. The advantages of cloud-based systems include:
- Easier deployment (since the software is accessed online, rather than installed on the users' own local servers)
- Shorter implementation time (for the same reason)
- Automatic updates pushed out by the vendor (rather than the user having to install updates themselves manually)
However, some CPQ software vendors might offer CPQ software that is hosted on-premise and priced as a perpetual license. Typically with perpetual licenses, however, annual fees for support and maintenance still apply.
There are benefits and drawbacks to both pricing models. Smaller organizations tend to be attracted to the lower upfront costs associated with monthly subscriptions.
However, be aware that the total cost of ownership (TCO) of subscription-based products tends to converge with that of perpetual license-based products over time. While you'll pay less upfront for a subscription, the subscription fee recurs monthly, whereas with a perpetual license, recuring fees are much lower and tend to be less frequent (e.g. annual fees for maintenance or upgrades). Check out our TCO calculator tool to learn more or compare costs of specific products.