---
title: "Best CPQ Software - 2026 Reviews & Pricing"
description: "Find the best CPQ Software for your organization. Compare top CPQ Software systems with customer reviews, pricing, and free demos."
source_url: "https://www.softwareadvice.com/cpq/"
page_type: "category"
language: "en"
---

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CPQ Software

Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee.

# Best CPQ Software of 2026

Updated October 21, 2026

## CPQ FAQs

Software Advice advisors had 20 conversations with buyers about CPQ software between January 2025 and February 2026. These are the questions that came up most.

-   How do I choose the right CPQ software for my business?
    
    Choosing the right CPQ (configure, price, quote) software means finding a tool that automates quoting based on rules and product configurations while reducing manual steps, as buyers frequently tell our advisors that slow, spreadsheet-based processes are a pain point. Teams often prioritize an easy user experience and look for options that eliminate friction in building quotes, with many also expressing interest in cloud-based deployment and noting that setup fees can run between $10,000 and $25,000 on top of per-user monthly costs.
    
-   What is the best CPQ software for a small to mid-size business?
    
    There is no single configure, price, quote (CPQ) system that fits every small or midsize business, but during advisor calls, buyers often look for software that can replace manual or spreadsheet-based quoting workflows. A system should offer a simple and efficient user experience, since buyers frequently mention that cumbersome tools slow down their teams. The right choice will reduce manual steps and make it easier for users to manage pricing and proposals.
    
    Answer based on 10 advisor calls
    
-   What should businesses watch out for when choosing CPQ software?
    
    When speaking with our advisors, buyers say it is important to watch for CPQ (configure, price, quote) software that may still rely on manual steps or spreadsheets, since this often leads to slow and error-prone quoting. Many buyers in the Manufacturing industry and most small businesses also mention that a cumbersome or confusing user experience can slow down sales teams and create extra work. Interest in cloud-based deployment is common, with buyers asking about Cloud or SaaS options more often than other types. Automated quoting, especially the ability to create rule-based quotes, is a must-have that buyers frequently request to avoid manual entry and speed up response times.
    
    Answer based on 15 advisor calls
    
-   What are common complaints about CPQ software?
    
    The most common complaint about CPQ (configure, price, quote) software, based on conversations with buyers we've talked to, is that many teams still rely on manual or spreadsheet-based processes. Buyers frequently mention that current tools feel cumbersome and inefficient to use, leading to friction and wasted time. Overall dissatisfaction with existing CPQ software is another recurring theme, often tied to these usability and workflow challenges.
    
    Answer based on 14 advisor calls
    
-   What should I look for when comparing CPQ software options?
    
    When comparing CPQ (configure, price, quote) software options, according to our advisors, buyers most often focus on systems that automate quote creation based on set rules and product configurations. Buyers frequently mention moving away from manual or spreadsheet-based quoting and highlight the need to address cumbersome and inefficient user experiences. Overall dissatisfaction with current processes is a common theme driving these priorities.
    
    Answer based on 15 advisor calls
    
-   How does CPQ software handle its core workflows and key processes?
    
    CPQ (configure, price, quote) software manages quoting workflows by automating quote creation using preset rules for pricing and product options, as described in advisor calls. Buyers frequently mention moving away from manual spreadsheets and slow, error-prone quoting processes as a main reason for considering this software. A common sticking point in advisor calls is frustration with inefficient, time-consuming manual methods before adopting CPQ tools.
    
    Answer based on 15 advisor calls
    
-   How much does CPQ software cost?
    
    Most CPQ (configure, price, quote) tools are priced per user each month, with the median price in advisor-call conversations at $100 and most options ranging from $100 to $125 per user. A common theme in these conversations is that teams are also quoted a one-time setup fee, usually landing between $10,000 and $25,000, with a median of $25,000.
    
    Answer based on 11 advisor calls
    
-   What features should CPQ software include?
    
    Based on advisor calls, the feature buyers mention most often for CPQ (configure, price, quote) software is automated quoting that uses set rules to generate quotes for clients. This allows users to create consistent, accurate quotes much faster than manual methods.
    
    Answer based on 5 advisor calls
    
-   What is CPQ software and what does it do?
    
    Configure price quote (CPQ) software helps businesses generate accurate sales quotes for products and services with complex pricing or configuration needs. Advisor-call conversations show that buyers use CPQ tools to automate the process of building quotes, calculate prices based on rules, handle product options and bundles, and produce professional proposals. Sales teams often rely on CPQ software to quickly create quotes that reflect real-time pricing and discounts, which helps reduce errors and speeds up the sales process.
    
    Answer based on 5 advisor calls
    

On this page

1.  FrontRunners
2.  Popular Comparisons
3.  Buyers Guide
4.  Frequently Asked Questions
5.  Related Software

Filter products

218 results

### Compare Products

Showing 1 - 25 of 218 products

#### Company Size

-   Self-Employed
    
-   2-10
    
-   11-50
    
-   51-200
    
-   201-500
    
-   501-1000
    
-   1000+
    

#### Pricing Options

-   $$$$$
    
-   $$$$$
    
-   $$$$$
    
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### Compare 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.  
  
**Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest.  
  
**Alphabetically (A-Z)**: Sorts listings by product name from A to Z.

### [Conga CPQ](/product/36671-Conga-CPQ/)

- Overall rating: 4.2/5
- Reviews: 20
- Starting price: $85.00/month
- Free trial: Not available
- Free demo: Not available

#### Overview

Conga CPQ empowers sales, partners, and customers to efficiently configure complex products and services offerings, and provide personalized prices and quotes, utilizing codified

[Read more](/product/36671-Conga-CPQ/)

#### Features

##### Best rated features

- Pricing Management: 5/5
- Contract/License Management: 5/5
- Automated Quoting: 5/5
- Product Configurator: 5/5

##### Worst rated features

- Document Management: 4/5
- Proposal Generation: 4/5

[See all features](/product/36671-Conga-CPQ/#key-features)

---

### [iQuoteXpress](/rfp/iquotexpress-profile/)

- Overall rating: 4.8/5
- Reviews: 21
- Starting price: $39.00/month
- Free trial: Not available
- Free demo: Not available

#### Overview

Stop settling for software that produces documents but ignores your business logic.

IQX delivers a high-performance CPQ engine that integrates deeply into your entire technology

[Read more](/rfp/iquotexpress-profile/)

#### Features

##### Best rated features

- Reporting & Statistics: 5/5
- Accounting Integration: 5/5
- Proposal Generation: 4.8/5
- Catalog Management: 4.8/5

##### Worst rated features

- Electronic Signature: 3.3/5
- Price and Cost Calculations: 4/5
- Content Library: 4/5

[See all features](/rfp/iquotexpress-profile/#key-features)

---

### [SolSuite](/catalog-management/solidify-profile/)

- Overall rating: 5/5
- Reviews: 2
- Starting price: $1.00
- Free trial: Not available
- Free demo: Not available

#### Overview

SolSuite is a cloud-based configure price and quote (CPQ) management solution that helps sales teams to automate their quotation routines and manage interactions with

[Read more](/catalog-management/solidify-profile/)

---

### [EASA](/insurance/easa-cpq-profile/)

- Overall rating: 4.3/5
- Reviews: 14
- Free trial: Not available
- Free demo: Not available

#### Overview

EASA is the leading software tool for those businesses currently using highly developed and complex Excel spreadsheets, including those with macros/VBA, for critical functions but

[Read more](/insurance/easa-cpq-profile/)

#### Features

##### Best rated features

- Integrations Management: 5/5
- Business Process Automation: 5/5
- Drag & Drop: 5/5
- Collaborative Development: 5/5

##### Worst rated features

- Discount Management: 4/5
- Quotes/Estimates: 4/5

[See all features](/insurance/easa-cpq-profile/#key-features)

---

### [JobBOSS²](/manufacturing/jobboss2-profile/)

- Overall rating: 4.2/5
- Reviews: 867
- Best for: Small businesses
- Free trial: Not available
- Free demo: Not available

#### Overview

JobBOSS² is a job shop management software designed for custom manufacturers and machine shops. It supports make-to-order manufacturers in industries such as fabrication,

[Read more](/manufacturing/jobboss2-profile/)

##### What users love

- Responsive and knowledgeable support team
- User-friendly and intuitive interface
- Accessible training and onboarding resources

##### To take in mind

- Limited and inflexible reporting tools
- Challenging document and data handling
- Cumbersome and limited navigation options

#### Features

##### Best rated features

- Multi-level BOM: 5/5
- Document Storage: 5/5
- Document Coding & Control: 5/5
- Item Management: 5/5

[See all features](/manufacturing/jobboss2-profile/#key-features)

---

### [Ploomes CRM](/product/449937-Ploomes/)

- Overall rating: 4.9/5
- Reviews: 442
- Starting price: $22.00/month
- Best for: Value for money
- Free trial: Available
- Free demo: Not available

#### Overview

Ploomes CRM is a sales automation and customer relationship management platform built to simplify complex B2B sales.  

Designed for growing businesses that need more control over

[Read more](/product/449937-Ploomes/)

##### What users love

- Intuitive and accessible interface
- Comprehensive sales process oversight
- Streamlined lead tracking tools

##### To take in mind

- Learning curve and complexity

#### Features

##### Best rated features

- Version Control: 5/5
- Customizable Templates: 5/5
- File Sharing: 5/5
- Sales Automation: 5/5

##### Worst rated features

- User Management: 3/5
- Segmentation: 4/5

[See all features](/product/449937-Ploomes/#key-features)

#### Pricing

##### Ploomes Lite

- Price: $22.00/month
- The best option for businesses that search to give the first step towards a better sales management.

[See full pricing details](/product/449937-Ploomes/#pricing-and-plans)

---

### [Quotient](/product-configurator/quotient-profile/)

- Overall rating: 4.8/5
- Reviews: 136
- Starting price: $28.00/month
- Best for: Ease of use
- Free trial: Available
- Free demo: Not available

#### Overview

Quotient is online quoting software for people who'd rather be winning work than wrestling with documents.

If you run a trades, construction, or service business, you know the

[Read more](/product-configurator/quotient-profile/)

#### Features

##### Best rated features

- Workflow Management: 5/5
- Customizable Branding: 5/5
- Knowledge Base Management: 5/5
- Content Library: 5/5

##### Worst rated features

- Reporting & Statistics: 3/5

[See all features](/product-configurator/quotient-profile/#key-features)

#### Pricing

##### Solo

- Price: $28.00/month
- 1 Team Member Only.

Everything you need to quote like a pro, solo.

##### Team

- Price: $48.00/month
- 2-5 Team Members Included. 

Additional team members are $8 USD each per month. 

* Private Notes &

[See full pricing details](/product-configurator/quotient-profile/#pricing-and-plans)

---

### [Qwilr](/cpq/qwilr-profile/)

- Overall rating: 4.6/5
- Reviews: 385
- Starting price: $35.00/month
- Best for: Small businesses
- Free trial: Available
- Free demo: Not available

#### Overview

Qwilr is a cloud-based proposal and quoting solution built for B2B sales teams across businesses of all sizes, from freelancers to large enterprises. Industries such as marketing,

[Read more](/cpq/qwilr-profile/)

#### Features

##### Best rated features

- File Sharing: 5/5
- Automated Quoting: 5/5
- Pricing Management: 5/5
- RFP Management: 4.8/5

##### Worst rated features

- Knowledge Base Management: 3/5
- Collaboration Tools: 3/5
- Audit Trail: 3.3/5

[See all features](/cpq/qwilr-profile/#key-features)

#### Pricing

##### Business

- Price: $35.00/month
- The plan is billed annually and offers a 14-day free trial.

##### Enterprise

- Price: $590.00/month
- The plan includes 10 users and charges $59/month for each additional user.

[See full pricing details](/cpq/qwilr-profile/#pricing-and-plans)

---

### [Zakeke](/product-configurator/zakeke-profile/)

- Overall rating: 4.9/5
- Reviews: 44
- Starting price: $29.90/month
- Free trial: Available
- Free demo: Not available

#### Overview

Zakeke is a cloud platform empowering brands to offer their customers live Product Customization, 3D Digital Asset Management & AR view and Virtual Try-On. By integrating it with

[Read more](/product-configurator/zakeke-profile/)

#### Features

##### Best rated features

- Image Library: 5/5
- Order Management: 5/5
- Rule-based Configuration: 5/5
- Configuration Management: 5/5

##### Worst rated features

- Quotes/Estimates: 3/5
- Third-Party Integrations: 3/5
- Usage Tracking/Analytics: 4/5

[See all features](/product-configurator/zakeke-profile/#key-features)

#### Pricing

##### Starter

- Price: $29.90/month
- Publish up to 10 customizable products with Zakeke to your store
Pay only 1.9% transaction fee for

##### Grow

- Price: $69.90/month
- Publish up to 50 customizable products with Zakeke to your store
Pay only 1.8% transaction fee for

##### Scale

- Price: $149.90/month
- Publish up to 100 customizable products with Zakeke to your store
Pay only 1.7% transaction fee for

[See full pricing details](/product-configurator/zakeke-profile/#pricing-and-plans)

---

### [shopVOX](/manufacturing/shopvox-profile/)

- Overall rating: 4.6/5
- Reviews: 243
- Starting price: $99.00/month
- Best for: Value for money
- Free trial: Available
- Free demo: Not available

#### Overview

shopVOX is a cloud-based platform for small to large businesses, which helps automate and streamline all processes related to manufacturing of custom products. The centralized

[Read more](/manufacturing/shopvox-profile/)

#### Features

##### Best rated features

- Real-Time Data: 5/5
- Activity Tracking: 5/5
- Activity Dashboard: 5/5
- Client Management: 5/5

##### Worst rated features

- Data Import/Export: 1/5

[See all features](/manufacturing/shopvox-profile/#key-features)

#### Pricing

##### shopVOX Express

- Price: $99.00/month
- $99/month with one user  Extra users are $19 per user/month  USD
14 day Free Trial of shopVOX

##### shopVOX PRO

- Price: $199.00/month
- $199/month Base Plan including one user 
$39 per user/month 
Add-ons are available to customize

[See full pricing details](/manufacturing/shopvox-profile/#pricing-and-plans)

---

### [WBudget](/proposal-management/wbudget-profile/)

- Overall rating: 4.7/5
- Reviews: 59
- Starting price: $13.00/month
- Free trial: Available
- Free demo: Not available

#### Overview

WBudget is a web platform designed to simplify the creation, editing, and submission of quotes and sales proposals. Its user-friendly interface allows professionals and companies

[Read more](/proposal-management/wbudget-profile/)

#### Features

##### Best rated features

- Approval Process Control: 5/5
- Workflow Management: 5/5
- Contact Management: 4.8/5
- Templates: 4.8/5

##### Worst rated features

- Calendar Management: 2/5
- Pricing Management: 3/5
- Document Review: 3/5

[See all features](/proposal-management/wbudget-profile/#key-features)

#### Pricing

##### Basic

- Price: $13.00/month
- All main proposal and sales quotes creation and management features for a single admin user.

##### Silver

- Price: $30.00/month
- Unlimited business document sending, multiple user support and more tools to increase performance.

##### Gold

- Price: $64.00/month
- Access to all system features + support for template customization and system onboarding

[See full pricing details](/proposal-management/wbudget-profile/#pricing-and-plans)

---

### [QuoteWerks](/cpq/quotewerks-profile/)

- Overall rating: 4.6/5
- Reviews: 192
- Starting price: $50.00/month
- Best for: Customer support
- Free trial: Available
- Free demo: Available

#### Overview

QuoteWerks is a configure, price, quote (CPQ) solution that can be used in any industry for creating sales quotes and proposals.

QuoteWerks integrates with customer management

[Read more](/cpq/quotewerks-profile/)

#### Features

##### Best rated features

- Customizable Branding: 5/5
- Data Visualization: 5/5
- Rules Engine: 5/5
- Bills of Material: 5/5

##### Worst rated features

- Visual Configuration: 3/5
- Collaboration Tools: 3/5

[See all features](/cpq/quotewerks-profile/#key-features)

#### Pricing

##### Essential - For Teams & Startups

- Price: $50.00/month
- Ideal for businesses that need a powerful, fundamental quoting solution to streamline their sales

##### Balanced - For Scaling Businesses

- Price: $78.00/month
- Designed for sales teams ready to supercharge their workflow with real-time insights, digital

##### Pinnacle - For Advanced Workflows

- Price: $102.00/month
- Built for sophisticated businesses that require advanced automation and seamless integration with

[See full pricing details](/cpq/quotewerks-profile/#pricing-and-plans)

---

### [AutoQuotes](/cpq/autoquotes-profile/)

- Overall rating: 4.7/5
- Reviews: 88
- Free trial: Available
- Free demo: Not available

#### Overview

AutoQuotes or AQ is a data analytics and quoting solution, which assists businesses in the foodservice and supplies industry with data visualization, configure, price and quote

[Read more](/cpq/autoquotes-profile/)

#### Features

##### Best rated features

- Quotes/Estimates: 4.8/5
- Pricing Management: 4.7/5
- Catalog Management: 4.6/5
- Automated Quoting: 4.6/5

##### Worst rated features

- Activity Dashboard: 4/5

[See all features](/cpq/autoquotes-profile/#key-features)

#### Pricing

##### Basic

- Price: Custom
- Pricing available upon request

[See full pricing details](/cpq/autoquotes-profile/#pricing-and-plans)

---

### [ShopXpert](/cpq/shopxpert-profile/)

- Overall rating: 4.9/5
- Reviews: 35
- Free trial: Available
- Free demo: Not available

#### Overview

ShopXpert is a retail operations management platform. It helps retail businesses streamline their operations, optimize productivity, and scale their business. ShopXpert caters to

[Read more](/cpq/shopxpert-profile/)

#### Features

##### Best rated features

- Bills of Material: 5/5
- Collaboration Tools: 5/5
- Approval Process Control: 5/5
- Project Management: 5/5

##### Worst rated features

- Reporting & Statistics: 4/5
- Order Tracking: 4/5

[See all features](/cpq/shopxpert-profile/#key-features)

#### Pricing

##### Basic

- Price: Custom
- Pricing available upon request

[See full pricing details](/cpq/shopxpert-profile/#pricing-and-plans)

---

### [Deltek ProPricer](/pricing-optimization/propricer-profile/)

- Overall rating: 4.7/5
- Reviews: 57
- Starting price: $5,000.00/year
- Free trial: Available
- Free demo: Not available

#### Overview

ProPricer is a Windows-based contract pricing solution, which helps small to midsize organizations in the government sector create, evaluate, submit and negotiate cost data. It

[Read more](/pricing-optimization/propricer-profile/)

#### Pricing

##### Basic

- Price: $5,000.00/year

[See full pricing details](/pricing-optimization/propricer-profile/#pricing-and-plans)

---

### [partnertribe](/proposal-management/partnertribe-profile/)

- Overall rating: 4.8/5
- Reviews: 59
- Starting price: €23.00/month
- Free trial: Available
- Free demo: Not available

#### Overview

partnerTribe is a cloud-based business management solution designed for small and midsize companies across various industries. 

partnerTribe offers key features like a customer

[Read more](/proposal-management/partnertribe-profile/)

#### Features

##### Best rated features

- Reporting/Analytics: 5/5
- Real-Time Data: 5/5
- Third-Party Integrations: 4.9/5
- Proposal Generation: 4.9/5

##### Worst rated features

- Team Collaboration: 4/5

[See all features](/proposal-management/partnertribe-profile/#key-features)

#### Pricing

##### Basic

- Price: €23.00/month

[See full pricing details](/proposal-management/partnertribe-profile/#pricing-and-plans)

---

### [ConvertCalculator](/cpq/convertcalculator-profile/)

- Overall rating: 4.8/5
- Reviews: 37
- Starting price: $18.00/month
- Free trial: Available
- Free demo: Not available

#### Overview

ConvertCalculator supports small businesses in growing their sales and online conversion. 

With ConvertCalculator you can create highly flexible and customizable calculation

[Read more](/cpq/convertcalculator-profile/)

#### Features

##### Best rated features

- API: 5/5
- For Customer Use: 5/5
- Lead Qualification: 5/5
- Lead Verification/Validation: 5/5

##### Worst rated features

- Landing Pages/Web Forms: 4/5
- Product Configurator: 4/5
- Proposal Generation: 4/5

[See all features](/cpq/convertcalculator-profile/#key-features)

#### Pricing

##### Hobby

- Price: $18.00/month
- Plan for pricing, savings and ROI calculators. The plan gives an free trial.

##### Pro

- Price: $36.00/month
- Plan for lead generation, quote forms, and product configuration.The plan gives an free trial.

##### Premium

- Price: $60.00/month
- Plan for calculators with complex business logic and for advanced forms. The plan gives an free

[See full pricing details](/cpq/convertcalculator-profile/#pricing-and-plans)

---

### [DealHub](/accounting/dealhub-profile/)

- Overall rating: 4.7/5
- Reviews: 97
- Free trial: Not available
- Free demo: Not available

#### Overview

DealHub is the unified Agentic Quote-to-Revenue (Q2R) platform built for complex, modern GTM motions. The platform empowers high-growth SaaS and forward-thinking enterprises to

[Read more](/accounting/dealhub-profile/)

#### Features

##### Best rated features

- Invoice Processing: 5/5
- Contact Database: 5/5
- Task Management: 5/5
- Online Invoicing: 5/5

##### Worst rated features

- Customer History: 3/5
- Email Templates: 3/5

[See all features](/accounting/dealhub-profile/#key-features)

---

### [Quoter](/cpq/quoter-profile/)

- Overall rating: 4.6/5
- Reviews: 54
- Starting price: $149.00/month
- Free trial: Not available
- Free demo: Not available

#### Overview

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

[Read more](/cpq/quoter-profile/)

#### Features

##### Best rated features

- Automated Quoting: 5/5
- Lead Management: 5/5
- Document Review: 5/5
- Client Portal: 5/5

##### Worst rated features

- Knowledge Base Management: 3/5
- Catalog Management: 3.4/5
- Contact Management: 3.8/5
- Discount Management: 3.8/5

[See all features](/cpq/quoter-profile/#key-features)

---

### [PandaDoc](/contract-management/pandadoc-profile/)

- Overall rating: 4.5/5
- Reviews: 1,260
- Starting price: $19.00/month
- Best for: Ease of use
- Free trial: Available
- Free demo: Not available

#### Overview

PandaDoc is a cloud-based document workflow solution that serves businesses of all sizes — from freelancers to large enterprises — across industries including technology,

[Read more](/contract-management/pandadoc-profile/)

##### What users love

- Intuitive setup and navigation
- Customizable templates for efficiency
- Streamlined diGital contract workflows

##### To take in mind

- Editing and collaboration limitations
- Slow and inconsistent support response
- Clunky and confusing interface design

#### Features

##### Best rated features

- Activity Tracking: 5/5
- Pricing and Cost Calculations: 5/5
- Data Extraction: 5/5
- Template Management: 5/5

[See all features](/contract-management/pandadoc-profile/#key-features)

#### Pricing

##### Starter

- Price: $19.00/month
- Up to 5 templates

##### Business

- Price: $49.00/month
- Unlimited seats

##### Enterprise

- Price: Custom
- Pricing available upon request
- Unlimited seats

[See full pricing details](/contract-management/pandadoc-profile/#pricing-and-plans)

---

### [OneBill](/commission/onebill-subscription-billing-platform-profile/)

- Overall rating: 4.8/5
- Reviews: 23
- Starting price: $800.00/month
- Free trial: Available
- Free demo: Not available

#### Overview

OneBill is an end-to-end subscription management, billing, and revenue management platform that powers the entire customer lead-to-revenue generation experience. OneBill supports

[Read more](/commission/onebill-subscription-billing-platform-profile/)

#### Features

##### Best rated features

- Commission Calculator: 5/5
- Invoice Creation: 5/5
- Online Invoicing: 5/5
- Data Import/Export: 5/5

##### Worst rated features

- Discount Management: 3/5
- Member Communication: 3/5
- Multi-Channel Management: 4/5

[See all features](/commission/onebill-subscription-billing-platform-profile/#key-features)

#### Pricing

##### Core Billing & Monetization Platform

- Price: Custom
- Pricing available upon request
- OneBill provides a comprehensive Billing and Monetization platform that streamlines the entire

##### Service Operations Modules

- Price: $800.00/month
- Help desk/Ticketing system, Field Service Management, Professional Systems Automation are additional

[See full pricing details](/commission/onebill-subscription-billing-platform-profile/#pricing-and-plans)

---

### [Scoro](/psa/scoro-profile/)

- Overall rating: 4.5/5
- Reviews: 263
- Starting price: $17.00/month
- Best for: Customer support
- Free trial: Available
- Free demo: Not available

#### Overview

Scoro is a professional services automation platform designed to manage projects, resources, and finances within a single system. It is used by organizations such as consultancies,

[Read more](/psa/scoro-profile/)

#### Features

##### Best rated features

- Portfolio Management: 5/5
- Milestone Tracking: 5/5
- Product Configurator: 5/5
- Referral Tracking: 5/5

[See all features](/psa/scoro-profile/#key-features)

#### Pricing

##### Time-billing

- Price: $17.00/month
- Turn logged hours into invoices and  never lose a billable minute.

##### Projects & Resources

- Price: $29.00/month
- Plan projects, assign resources, and see what time means in revenue.

##### Quote to Cash

- Price: $29.00/month
- Estimate, deliver, track and bill in one connected flow.

[See full pricing details](/psa/scoro-profile/#pricing-and-plans)

---

### [Cacheflow](/crm/cacheflow-profile/)

- Overall rating: 4.6/5
- Reviews: 54
- Free trial: Not available
- Free demo: Not available

#### Overview

Cacheflow is a deal-closing platform that automates quotes to close. It allows businesses to create quotes, including usage-based pricing. Users can develop strategies and

[Read more](/crm/cacheflow-profile/)

#### Features

##### Best rated features

- Discount Management: 5/5
- Contract/License Management: 5/5
- Reminders: 5/5
- Electronic Payments: 5/5

##### Worst rated features

- Sales Trend Analysis: 3/5
- Content Management: 4/5

[See all features](/crm/cacheflow-profile/#key-features)

---

### [Portal](/product/486320-Portal/)

- Overall rating: 5/5
- Reviews: 12
- Starting price: $29.00/month
- Free trial: Available
- Free demo: Not available

#### Overview

Portal.io is the ultimate sales platform for integrators to help reduce the friction in running your business – starting with an intuitive, beautifully designed proposal tool

[Read more](/product/486320-Portal/)

#### Features

##### Best rated features

- Real-Time Data: 5/5
- Contract/License Management: 5/5
- Audit Trail: 5/5
- Billing & Invoicing: 5/5

##### Worst rated features

- Electronic Payments: 4/5

[See all features](/product/486320-Portal/#key-features)

#### Pricing

##### Lite

- Price: $29.00/month
- For 1 user

##### Pro

- Price: $89.00/month
- Up to 2 users

##### Premium

- Price: $179.00/month
- Up to 5 users

[See full pricing details](/product/486320-Portal/#pricing-and-plans)

---

### [D3M](/collaboration/d3m-profile/)

- Overall rating: 4.7/5
- Reviews: 30
- Starting price: $20.00/month
- Free trial: Available
- Free demo: Not available

#### Overview

D3M is a cloud-based sales enablement and network mapping tool designed to help businesses in the IoT, video, wireless, and radio industries streamline network documentation,

[Read more](/collaboration/d3m-profile/)

#### Pricing

##### Professional

- Price: $20.00/month
- Billed annually

##### Team

- Price: $35.00/month
- Billed annually

##### Enterprise

- Price: Custom
- Pricing available upon request
- Contact for pricing

[See full pricing details](/collaboration/d3m-profile/#pricing-and-plans)

---

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[9](https://www.softwareadvice.com/cpq/?__ai_markdown=true&page=9)

## Popular Comparisons

[

Ploomes CRM vs Zoho CRM

](https://www.softwareadvice.com/compare/392464-zoho-crm/vs/449937-Ploomes/)[

Odoo vs Bitrix24

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PandaDoc vs Qwilr

](https://www.softwareadvice.com/contract-management/pandadoc-profile/vs/qwilr/)[

AutoQuotes vs QuoteWerks

](https://www.softwareadvice.com/cpq/autoquotes-profile/vs/quotewerks/)

## Your Guide to Top CPQ Software, August 2022

Software Advice uses reviews from real software users to highlight the top-rated CPQ products in North America.

[Learn how products are chosen](https://www.softwareadvice.com/legal-page/frontrunners-methodology/)

#### Explore FrontRunners

-   [Zakeke](https://www.softwareadvice.com/product-configurator/zakeke-profile/)
-   [ConvertCalculator](https://www.softwareadvice.com/cpq/convertcalculator-profile/)
-   [Scoro](https://www.softwareadvice.com/psa/scoro-profile/)
-   Verenia CPQ
-   [shopVOX](https://www.softwareadvice.com/manufacturing/shopvox-profile/)
-   [Qwilr](https://www.softwareadvice.com/cpq/qwilr-profile/)
-   [MRPeasy](https://www.softwareadvice.com/manufacturing/mrpeasy-profile/)
-   [PandaDoc](https://www.softwareadvice.com/contract-management/pandadoc-profile/)
-   [Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/)
-   [Odoo](https://www.softwareadvice.com/crm/odoo-profile/)

“Usability” includes user ratings for Functionality and Ease of Use.

“Customer Satisfaction” includes user ratings for Customer Support, Likelihood to Recommend and Value for Money.

Reviews analysis period: The reviews analysis period spans two years and ends the 15th of the month prior to publication.

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?](#WhatIsCPQSoftware)

[Common Features of CPQ Solutions](#CommonFeaturesofCPQSolutions)

[What Type of Buyer Are You?](#WhatTypeofBuyerAreYou)

[Pricing Models](#PricingModels)

## 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](https://www.softwareadvice.com/crm/) (CRM) system, and in some cases with their [material requirements planning](https://www.softwareadvice.com/manufacturing/mrp-software-comparison/) (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:

| Feature | Description |
| --- | --- |
| 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](https://www.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](https://www.softwareadvice.com/cpq/quoting-comparison/) 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).

### Related CPQ Software

-   [Commission Software](https://www.softwareadvice.com/commission/)
-   [Proposal Management Software](https://www.softwareadvice.com/proposal-management/)
-   [Quoting Software](https://www.softwareadvice.com/cpq/quoting-comparison/)
-   [RFP Software](https://www.softwareadvice.com/rfp/)
-   [Sales Force Automation Software](https://www.softwareadvice.com/crm/sales-force-automation-comparison/)
-   [Sales Forecasting Software](https://www.softwareadvice.com/sales-forecasting/)
-   [Sales Performance Management Software](https://www.softwareadvice.com/sales-performance-management/)
-   [Sales Tracking Software](https://www.softwareadvice.com/crm/sales-tracking-comparison/)