The Best CPQ Software of 2021

Our CPQ software reviews are the result of over 40 hours of research on 70+ CPQ software companies from across the web. These reviews and our CPQ software guide help small businesses and startups find the best CPQ software for their business.

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How We Chose the Best CPQ Software

Configure, price, and quote (CPQ) programs are potent optimization tools, creating an efficient and automatic quoting and proposal process. Typically built on existing CRM software, many platforms allow for additional integrations to improve accuracy and customer relations. However, choosing the best fit for your business and budget can be tricky.

To make the decision easier, we’ve evaluated and analyzed several top platforms in the configure, price, and quote industry. We used the following criteria to determine the best CPQ software for small businesses:

Pricing Features

Salespeople spend more time on administrative tasks than selling. The best CPQ software should have pricing features that allow for automated quote management and pricing updates. Not only does it increase system-wide accuracy, but it also bolsters efficiency.

Key pricing features include:

  • Quote management
  • Automatic configuration
  • Pricing updates
  • Cost calculations

Visualization Features

Customers prefer visual representations of products, and they’re willing to pay for personalization. The best CPQ software should feature 2D or 3D product configurations, giving partners, distributors, and consumers a better buying experience.

Visualization features you should look for include:

  • Real-time product configuration
  • Instant pricing updates
  • Website embedding
  • Fast rendering speeds

Integrations

The best CPQ software will offer out-of-the-box API integrations, creating a seamless and comprehensive system. You can access functions that aren’t built into your environment by integrating external CRM, ERP, and e-commerce programs.

The right additions will turn your CPQ platform into a complete management system. Software integration allows for features like:

  • Client relationship management
  • Warranty management solutions
  • Automated workflows
  • Electronic signature software
  • E-commerce
  • Project management

The 15 Best CPQ Software of 2021

Apttus

Apttus
Apttus is a cloud-based CPQ system designed and optimized for large enterprises in a variety of industries. It’s ideally suited to organizations with 500+ employees and $1 billion or more in annual revenue.

The software can handle complex pricing and cost configurations, while the automated quoting system increases accuracy. Apttus can also integrate seamlessly with various CRM, ERP, and e-commerce platforms and features an open architecture and rich APIs.

Features include:

  • Allows integration and development
  • Complex pricing and cost calculations
  • Quote-to-cash
  • User collaboration
  • Guided selling
  • Renewal management
  • Approval workflow
  • Automated quoting

Additionally, Apttus integrates a robust quote-to-cash process that connects previously disjointed departments on a single platform. As a result, sales teams can create more accurate intricate quotes while driving sales and revenue more effectively.

PriceFree Trial/DemoFeatures
Custom QuoteFree Demo Only>Deployment: Web-based, cloud, SaaS
>Support: 24/7 (live rep), phone
>Integrated quote-to-cash process
>More features at Apttus

Pros & Cons of Apttus CPQ Software
ProsCons
>Free demo
>Third-party integration
>Process automation
>No built-in 2D or 3D product modeling feature
>Reporting isn’t included in the stand-alone system

Autodesk Configure One

autodesk
Autodesk Configure One is a cloud-based system that offers an excellent selection of features, from guided selling and product configurators to automated quoting and e-commerce integration.

Configure One CPQ is best for manufacturing companies and high-tech organizations that offer complex, customizable, and configurable products and services. The system uses 2D drawing and 3D modeling to give customers a live visual preview of their selection.

Features include:

  • Third-party integration
  • Pricing and cost calculation
  • Product configuration
  • 2D drawing
  • 3D modeling
  • Centralized documentation
  • Order processing
  • Proposal management
  • Guided selling
  • Discount management

Configure One includes a self-service portal, allowing customers to create, configure, and receive quotes themselves. Additionally, it comes with a built-in e-commerce platform, and clients can approve proposals and make payments directly through the system.

PriceFree Trial/DemoFeatures
$150/user/monthFree Demo Only>Deployment: Web-based, cloud, SaaS
>Support: 24/7 (live rep), online, email, phone
>Customizable self-service portal
>More features at Autodesk Configure One

Pros & Cons of Autodesk Configure One CPQ Software
ProsCons
>Free demo
>Real-time product visualization
>Third-party integration
>Reporting isn’t included in the stand-alone system

Cincom CPQ

cincom
Cincom CPQ, also known as CPQSync and formerly titled Cincom Acquire, is cloud-based and available for on-premise deployment. By offering real-time pricing, guided selling, complex cost calculations, and cross-sell and upsell recommendations, the software increases the sales process’s efficiency and efficacy.

The system also offers several other features, including:

  • Third-party integration
  • Reporting
  • Product configuration
  • 2D drawing
  • 3D modeling
  • Pricing and cost configuration
  • Digital asset management
  • Guided selling
  • Searchable product catalog
  • Rule-based configuration

Additionally, Cincom CPQ works with various types of manufacturers to build industry-specific solutions, ranging from industrial to medical and specialty vehicle equipment. It’s one of the best CPQ software options for the industry, focused on reducing errors, shortening the sales cycle, ensuring accuracy and compliance, and managing product life cycles.

PriceFree Trial/DemoFeatures
Custom QuoteFree Demo Only>Deployment: Web-based, cloud, SaaS, Windows
>Support: 24/7 (live rep), online, email, phone
>Product configurator
>More features at Cincom

Pros & Cons of Cincom CPQ Software
ProsCons
>Free demo
>On-premise deployment
>Microsoft Dynamics integration
>Clients don’t have access to a self-service portal

CloudSense CPQ

cloudsense
CloudSense Enterprise CPQ software is a 100% Salesforce-native web-based system that streamlines the quote and proposal process. The platform offers several essential features, including product configuration, automated approvals and orders, and real-time availability checks.

It also features detailed reports that allow you to analyze products and services, create accurate revenue forecasts and profit models, and get actionable insights. With its flexible dashboards, the software gives you access to essential and updated information at your fingertips.

The CloudSense CPQ platform includes features like:

  • Detailed reporting
  • Forecast and analyses
  • Pricing and cost calculations
  • Product configuration
  • Automated logic-based approvals
  • Product availability checks
  • Unified product catalog
  • Automated ordering

Additionally, CloudSense CPQ includes a detailed step-by-step guided selling and configuration process. You can create scenario-based flows to prompt your sales team with questions, allowing them to provide the right customized solutions to your clients.

PriceFree Trial/DemoFeatures
Custom QuoteFree Demo Only>Deployment: Web-based, cloud, SaaS
>Support: Online
>Guided selling and configuration
>More features at CloudSense CPQ

Pros & Cons of CloudSense CPQ Software
ProsCons
>Free demo
>Advanced reporting features
>Real-time price calculations
>Configuration doesn’t include 2D drawing or 3D modeling
>Support is only available via online ticket system

ConnectWise Sell CPQ

ConnectWise
ConnectWise CPQ, also known as ConnectWise Sell, focuses on optimizing and automating the quoting and sales process. It can be deployed on the cloud or Windows and Mac, making it one of the few macOS compatible providers.

There are several quotes and proposal templates provided to simplify the process while making your business look professional. The platform is also highly customizable, letting you adjust dashboards and reports to suit your needs.

Other features include:

  • Dynamic data reporting
  • Complex pricing rules
  • Automated approvals
  • Client self-service portal
  • Interactive quotes
  • Professional templates
  • Multilevel approvals
  • Built-in e-signature and payments
  • Third-party integration

One of the reasons ConnectWise Sell is listed as one of the best CPQ software providers is the automated approval and e-signature process. By setting up rules, you can automate most of the workflow. A client can quickly provide a digital signature to approve a proposal while the system automatically places the order and collects payment.

PriceFree Trial/DemoFeatures
Custom QuoteFree Demo Only>Deployment: Web-based, cloud, SaaS, Windows, Mac
>Support: 24/7 (live rep), online, email, phone
>Automated approvals and e-sign
>More features at ConnectWise CPQ

Pros & Cons of ConnectWise Sell CPQ Software
ProsCons
>Multi-platform availability
>Rule-based automated pricing
>Third-party integration
>Configuration doesn’t include 2D or 3D modeling

Experlogix CPQ

Experlogix-CPQ
Experlogix is a complex CPQ system that’s built to be intuitive and easy to use, regardless of your scripting and programming knowledge. It allows manufacturers to create highly complex quotes and orders while optimizing the workflow, speeding up the sales process. The automated system reduces the risks of errors and manual data entry and streamlines approvals through rule-based conditions.

The system also features:

  • Symbiotic integration
  • Guided selling
  • Automated pricing and discounts
  • Automatic approvals
  • Real-time rendering
  • Dynamic 3D visualization
  • Self-service portal

Additionally, Experlogix has a modeling system that’s uniquely suited to the manufacturing industry. It offers exceptionally complex configuration, with part combinations, materials, and subassemblies, all of which can integrate seamlessly with an ERP.

PriceFree Trial/DemoFeatures
Custom QuoteFree Demo Only>Deployment: Web-based, cloud, SaaS, Windows
>Support: 24/7 (live rep), online, email, phone
>Realistic product rendering
>More features at Experlogix CPQ

Pros & Cons of Experlogix CPQ Software
ProsCons
>Free demo
>Product modeling
>Self-service e-commerce portal
>No built-in reporting or insights capability

KBMax

KBMax
Few CPQ systems simplify complicated processes as much as KBMax’s CPQ platform. It’s a cloud-based system that speeds up the quote-to-order workflow while making it simple to render complex products and technical illustrations. The software also supports real-time pricing, automatically creates proposals and integrates seamlessly with other CRM and ERP platforms.

Here are a few other features you can expect from KBMax:

  • Visual product configuration
  • Complex pricing calculations
  • Simplified rules engine
  • Automated product design
  • CAD rendering
  • Third-party integration

The Snap engine is one of the software’s top features. It’s incredibly simplified, which means anyone can learn how to create rules and conditions regardless of technical knowledge. Simultaneously, the engine is robust, capable of handling significant amounts of product rules, manufacturing information, and complex mathematical calculations.

PriceFree Trial/DemoFeatures
$100/user/month billed annually, 25 user minimum
Additional features: Custom Quote
Free Demo Only>Deployment: Web-based, cloud, SaaS, Windows
>Support: 24/7 (live rep), online, email, phone
>3D product modeling
>More features at KBMax

Pros & Cons of KBMax CPQ Software
ProsCons
>Visible priced plans
>CAD automation
>Simplified rules system
>No built-in reporting capabilities or insights

Model N CPQ

Model-N-CPQ
Model N CPQ, formerly called Revvy CPQ, is an enterprise-grade cloud-based software solution. It streamlines the quoting and sales workflow, making it easier for your teams to close deals. Guided selling takes your reps through the process in steps, ensuring each solution is catered to a client’s needs.

The advanced price configurator generates accurate estimates quickly, while automated approvals shorten the sales cycle. The system also offers:

  • Third-party integration
  • Guided selling
  • Intelligent cross-sell
  • Smart approvals
  • Proposal generator
  • Analytics and reporting
  • Partner portal

Model N CPQ is crafted to integrate with Salesforce and SAP, making it easy to synchronize data and build a robust, custom platform.

PriceFree Trial/DemoFeatures
Custom QuoteFree Demo Only>Deployment: Web-based, cloud, SaaS, iOS
>Support: Online, email, phone
>Intelligence and analytics reports
>More features at Model N CPQ

Pros & Cons of Model N CPQ Software
ProsCons
>Guided selling
>Approval workflow
>Third-party integration
>Neither 2D drawing nor 3D modeling available
>Clients won’t have access to a self-service portal

Oracle CPQ Cloud

Oracle-CPQ-Cloud
Oracle CPQ Cloud is a web-based solution specifically crafted to automate the sales and ordering process. Being built for scalability and agility makes the system very flexible and suitable for simple and complex configurations. Its guided selling features and e-commerce capability also serve to optimize and accelerate the sales cycle.

The system can centralize rules, product data and pricing information, control discounts, contracts and renewals, and improve your overall revenue. Oracle CPQ also includes automated approvals, speeding up the process even further.

Other notable features include:

  • Automated configurations
  • Guided selling
  • Intuitive configuration
  • Real-time pricing
  • Intelligent deal management
  • Third-party integration

Additionally, the system includes a product designer and integrated e-signature capabilities. That allows you to create professional quotations and proposals and give clients the ability to sign an agreement immediately.

PriceFree Trial/DemoFeatures
Custom QuoteFree Demo Only>Deployment: Web-based, cloud, SaaS
>Support: 24/7 (live rep), online, email, phone
>Integrated e-signatures
>More features at Oracle CPQ Cloud

Pros & Cons of Oracle CPQ Software
ProsCons
>Intuitive configuration
>Dynamic workflows
>Integrated e-signatures
>Clients won’t have access to a self-service portal
>Neither 2D drawing nor 3D modeling available

PROS Smart CPQ

PROS-Smart-CPQ
If you want to accelerate your sales process and create accurate product configurations, PROS Smart CPQ might be the best CPQ software for your business. The system provides an end-to-end solution, from generating quotes to receiving payments. It’s e-commerce ready, letting clients create their solutions while you close the deal.

The system also offers several other features, including:

  • Instant 100,000-line quote generation
  • Generate sales agreements
  • Real-time collaboration
  • Deal performance analyses
  • Detailed reports and insights
  • Third-party integration
  • E-commerce ready
  • Approval workflow

PROS Smart CPQ is one of the first platforms to offer immersive VR product visualizations. You can go beyond 2D and 3D models and allow your client to explore their product in virtual reality with the HTC Vive.

Other cutting-edge capabilities are its AI and machine learning algorithms. These generate detailed buying patterns, market insights, and price recommendations based on behavioral analyses.

PriceFree Trial/DemoFeatures
Custom QuoteFree Demo Only>Deployment: Web-based, cloud, SaaS
>Support: 24/7 (live rep), online, email, phone
>Virtual reality product viewing
>More features at PROS Smart CPQ

Pros & Cons of PROS Smart CPQ Software
ProsCons
>Advanced visualization
>Price recommendations
>E-commerce ready
>Pricing not listed publicly on the website

QuoteWerks CPQ

QuoteWerks
QuoteWerks CPQ is a specialized quoting platform. It can create accurate proposals, and it’s ideal for companies that want to streamline their sales process. However, it doesn’t add many bells and whistles. Instead, it focuses on being a top-quality configure, price, and quote system.

Other features include:

  • Quote and proposal generation
  • Third-party integration
  • Contract management
  • Real-time distributor pricing
  • Price comparisons
  • Peer reviews and approvals

While QuoteWerks CPQ is a minimalistic, robust system, it’s still capable of creating professional and complex quotes. However, it integrates with numerous third-party software. If there’s a feature you want, you’ll likely find an external application that works perfectly with QuoteWerks to fill any gaps.

PriceFree Trial/DemoFeatures
Standard: $15/user/month
Professional: $20/user/month
Corporate: $29/user/month
Add-Ons: Additional $15-$70/user/month
One-Time Purchase: Custom Quote
Free Trial >Deployment: Web-based, cloud, SaaS, Windows
>Support: Online, email, phone
>Complex quote configuration
>More features at QuoteWerks CPQ

Pros & Cons of QuoteWerks CPQ Software
ProsCons
>One-time purchase option
>On-premise deployment
>Third-party integration
>Clients won’t have access to a self-service portal
>Neither 2D drawing nor 3D modeling available

Salesforce CPQ

Salesforce Logo
Salesforce CPQ, formerly Steelbrick, automates quoting, ordering, approvals, and contracts. It can deliver precise, complex quotes quickly, speeding up your sales cycle significantly. Pre-built capabilities include guided selling and pricing schedules.

Here are just some of the features that make this one of the best CPQ software platforms for 2021:

  • Guided selling
  • Third-party integration
  • Solution configurator
  • Pricing engine
  • Quote generator
  • Contract management
  • Automated renewals
  • Advanced approvals

Salesforce CPQ also turns your transaction data into actionable insights. The system can generate reports and provide detailed analytics. You can study trends across products and geographies. Additionally, the software finds bottlenecks in your process and can manage recurring revenue with real-time KPIs.

PriceFree Trial/DemoFeatures
Essentials: €25/user/month
Professional: €75/user/month
Enterprise: €150/user/month
CPQ or CPQ+ with Billing: Custom Quote
Free Demo Only>Deployment: Web-based, cloud, SaaS, iOS, Android
>Support: Online, phone
>Automated approval workflows
>More features at Salesforce CPQ

Pros & Cons of Salesforce CPQ Software
ProsCons
>Integrates finances
>Mobile compatible
>Detailed analytics
>Phone support is limited to business hours
>Neither 2D drawing nor 3D modeling available

SAP CPQ

sap
SAP CPQ is a purpose-built platform focused on generating complex quotes almost instantaneously. The software allows your internal teams and distributors to work on a unified system. It also empowers your sales representatives to create accurate quotes through a guided selling process.

A significant feature is the AI-powered sales insights built into the platform. The AI makes optimized pricing recommendations while protecting your margins. It also recommends cross-sell and upsell opportunities for customers based on their product combinations.

Additional features include:

  • Guided selling
  • Automated approval workflow
  • Performance insights
  • Versatile integration
  • Document generation

SAP SPQ is designed to integrate with other cloud portfolio products. These include but aren’t limited to the CRM, ERP, and commission systems. However, it also integrates with various other platforms, allowing you to build a completely customized environment.

PriceFree Trial/DemoFeatures
Custom QuoteFree Demo Only>Deployment: Web-based, cloud, SaaS, Windows, Mac
>Support: 24/7 (live rep), online, phone
>AI-powered insights
>More features at SAP CPQ

Pros & Cons of SAP CPQ Software
ProsCons
>Automated approvals
>AI-powered recommendations
>Instant complex quotes
>Clients won’t have access to a self-service portal
>Stand-alone platform doesn’t include modeling

Tacton CPQ

Tacton
Tacton CPQ is a web-based platform built on a powerful constraint-based configurator. The system can handle complex product and pricing structures. However, the interface is simple and easy to use. The needs-based guided process helps your team craft custom solutions while streamlining and shortening the sales cycle.

Other built-in features include:

  • Needs-based selling
  • 3D visualization
  • Automated quotes
  • Third-party integration
  • Conflict resolution
  • Price and cost calculations
  • CAD automation

A feature that makes Tacton one of the best CPQ software platforms for 2021 is its configuration system. You can use constraints or logic to create the rules. Combined with its conflict resolution capability, you’ll always end up with a buildable, functional product.

PriceFree Trial/DemoFeatures
Custom QuoteFree Demo Only>Deployment: Web-based, cloud, SaaS,
>Support: 24/7 (live rep)
>Advanced product configurator
>More features at Tacton CPQ

Pros & Cons of Tacton CPQ Software
ProsCons
>3D visualization
>Constraint-based configurator
>Feature-based modeling
>Quotes can’t be approved automatically
>Clients won’t have access to a self-service portal
>No built-in reporting dashboard or insights

Verenia Sole CPQ

Verenia-Sole-CPQ
Verenia Sole CPQ is an all-in-one software solution with CRM, quoting, and e-commerce capabilities. The platform is optimized for several industries, including manufacturing, wholesale, and service providers.

Let your sales team configure complex quotes and products quickly and easily. Alternatively, give customers access to a branded self-service portal. They can create their own configurations, generate orders, and even make payments. The system also offers several other features, including:

  • Cost and price calculation
  • Product configurator
  • 2D drawing
  • 3D CAD modeling
  • Approval automation
  • Third-party integration
  • Customer self-service portal
  • Omni-channel sales capabilities

One of the most significant improvements Sole CPQ made is the addition of 3D CAD modeling. It allows sales teams and customers to see real-time renderings in the product configurator. They can also create drawings and BOMs, making it easy to place orders.

PriceFree Trial/DemoFeatures
Custom QuoteFree Demo Only>Deployment: Web-based, cloud, SaaS
>Support: 24/7 (live rep), online, email, phone
>3D product modeling
>More features at Verensia Sole CPQ

Pros & Cons of Verenia Sole CPQ Software
ProsCons
>Customer self-service
>Guided selling
>3D CAD modeling
>No integrated reporting features or dashboard

What Is CPQ Software?

Configure, price, quote or CPQ software helps businesses, manufacturers, and distributors streamline their selling processes. It allows for the configuration and ordering of complex goods with many variables that influence pricing and costs. It also combines all critical information on a single, centralized system.

CPQ platforms allow for CRM, ERP, and e-commerce integrations. The result is a fully automated end-to-end system. It lets customers create custom configurations while giving reps all the information they need to streamline the sales process.

Most of the best CPQ software providers offer a web-based, cloud, and SaaS platform. However, some can be deployed on-site as well, allowing for native, organization-hosted systems.

The main goal of any CPQ platform is to streamline and simplify the sales process, making it easier for clients to place orders.

Benefits of CPQ Software

CPQ software is ideally suited for medium to large enterprises and manufacturers. However, regardless of the size of your business, these systems offer several advantageous features:

  • Accurate pricing and reduced errors: When you work with complicated pricing structures and complex product configurations, it’s easy to make critical mistakes, resulting in a lost deal. CPQ software removes a lot of that risk by increasing accuracy.
  • Shortened sales cycle: Guided selling can lead a customer or rep through the sales cycle step-by-step. After the client answers a few key questions, the system can generate an accurate quote without additional configuration. Additionally, some systems allow for e-commerce integration. That lets customers complete the process by purchasing online, closing deals even faster.
  • Accurate forecasting and analyses: It’s essential to have an up-to-date and accurate view of what you’ve sold, which configurations are popular, and where you’re making your profit. Being able to track demand and sales through the CPQ platform allows for better forecasting and product planning.
  • Increased revenue: Many CPQ users have claimed the software allowed them to increase their revenue. Additionally, operators will often list statistics and case studies on their websites. Since these systems allow for automation, decreased risks, and shorter sales cycles, your reps can focus on closing clients rather than administration.

Must-Have Features for CPQ Software

When you’re evaluating the best CPQ software for your business in 2021, there are a few critical features you should consider:

  • Third-party ERP/CRM integrations: Most reps use several types of software throughout the selling process. A CPQ system should integrate seamlessly with these CRM and ERP platforms, creating one efficient and effective system.
  • Reporting capabilities: Reporting is an essential part of CPQ software. It allows you to see where customers are dropping off in your sales process and address the problem. It’ll also reveal critical details like popular customizations and products, which discounts were successful, and other valuable insights.
  • Automated complex quoting and pricing management: Your representatives are spending more time on administrative tasks than making sales. With an automated quoting and pricing management system, you can let your reps focus on closing deals while the system handles quotes and orders. An additional benefit is increased accuracy and consistency.
  • Visual product configurations and modeling: Customers want to see what they’re buying. The best CPQ software systems integrate 2D drawing and 3D modeling into product configuration. Since clients get to see real-time renderings of what they’re going to get before making a purchase, it lowers the risk of failing to meet expectations.
  • Guided selling and self-service portals: Guided selling creates a more efficient process. It leads customers through product creation without needing to take sales representatives away from other tasks. With the addition of a self-service portal, a client can go through the entire buying procedure, from product configuration to payment.
  • 24/7 live customer support: CPQ software is often complicated and needs frequent updates and system management. If something goes wrong, you need instant access to customer support to get any issues fixed immediately and correctly.

The Cost of CPQ Software

As you can tell from our price listings, very few of the best CPQ software companies list their pricing models. These systems are often built and customized for a specific industry and client. As a result, quotes are based on those individual requirements.

Some providers have monthly and annual plans, with pricing based on the number of users required. In such cases, these operators list a minimum amount of subscribers. Listed fees range from $15-$150 or more, although only four platforms listed their costs upfront.

Aside from monthly fees, several providers listed add-ons available for purchase. The practice makes it easier to spot the most affordable and comprehensive system. However, it also means there might be other hidden costs as well.

Free trials are scarce, even amongst the best CPQ software companies. Since the systems are so highly customizable, these providers prefer to do scheduled demonstrations catered to your individual needs, business, and industry.

If it comes down to choosing between a free trial, which only one provider offered, and a scheduled, customized demonstration, the latter is a far better option. As the owner of a business, you need to see the value and capability of a system before investing significant amounts of money in a solution.