26 Best CPQ Software Reviewed For 2025
20 Best CPQ Software Shortlist
Here's my pick of the 20 best software from the 26 tools reviewed.
Tired of spending too much time on quotes and dealing with errors in your configurations? We hear you. That’s why we’ve reviewed the 24 best CPQ software solutions for 2025, so you can find a tool that improves accuracy and reduces the back-and-forth in your quoting process.
Why Trust Our CPQ Software Reviews?
We’ve been testing and reviewing CPQ software since 2022. As revenue operation leaders ourselves, we know how critical and difficult it is to make the right decision when selecting software.
We invest in deep research to help our audience make better software purchasing decisions. We’ve tested more than 2,000 tools for different RevOps use cases and written over 1,000 comprehensive software reviews. Learn how we stay transparent & our CPQ software review methodology.
Best CPQ Software Summary
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for CPQ + CRM sync | Free demo available | From $39/user/month | Website | |
| 2 | Best for guided configurations | Free demo available | Pricing upon request | Website | |
| 3 | Best for CPQ inside Sales Hub | Free plan available | From $15/user/month (billed annually) | Website | |
| 4 | Best for brand-safe proposals | 14-day free trial | From $29/user/month (billed annually) | Website | |
| 5 | Best for approval workflows | Free plan available | From $350/month | Website | |
| 6 | Best for interactive web quotes | 14-day free trial | From $35/user/month (billed annually) | Website | |
| 7 | Best for quote development speed | Trial information is available | From $99/month (billed annually) | Website | |
| 8 | Best for business system integration | Free trial available | From $15/user/month | Website | |
| 9 | Best for Salesforce-native telco CPQ + OMS | Not available | From $85/user/month | Website | |
| 10 | Best for document lifecycle | Free plan available | From $19/user/month (billed annually) | Website | |
| 11 | Best for enterprise issue-spotting | Free demo | Pricing upon request | Website | |
| 12 | Best for manufacturing analytics | Free demo | Pricing upon request | Website | |
| 13 | Best for flexible SaaS deal structures | Free demo available | Pricing upon request | Website | |
| 14 | Best for enterprise-scale deal orchestration | Not available | From $240/user/month (billed annually) | Website | |
| 15 | Best for custom pricing control | Free demo available | From $75/user/month (billed annually) | Website | |
| 16 | Best for AI-assisted quote generation | Free demo | Pricing upon request | Website | |
| 17 | Best for CRM-embedded CPQ | Free trial + demo available | From $20/user/month | Website | |
| 18 | Best for complex product catalogs | Free demo | Pricing upon request | Website | |
| 19 | Best for 3D product visualization | Free demo | Pricing upon request | Website | |
| 20 | Best for task-driven sales quoting | 15-day free trial | $14/user/month (billed annually) | Website |
-
Expedite Commerce
Visit Website -
Prisync
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.7 -
QuickBooks Online
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4
Best CPQ Software Reviews
Here’s a brief description of each CPQ software that showcases each tool’s best use case, outstanding features, and some pros and cons. I’ve also included screenshots to give you a snapshot of their user interface.
If your team lives in the CRM, iQuoteXpress keeps quoting close at hand. You can configure products, apply pricing rules, and spin up branded proposals without jumping systems. It’s a fit for teams that want one place to manage catalogs, contacts, quotes, and reporting.
Why I Picked iQuoteXpress
I picked it for its all-in-one quoting workspace that pulls configuration, pricing, and proposal generation together for faster turnaround. You can apply pricing rules to control discounts and margins, then push quotes through a templated proposal engine to keep branding consistent. The contact manager and reporting help sales leaders see activity and outcomes in one view. It also plugs into existing CRM/CPQ stacks, so adoption is easier for reps who already have a rhythm.
iQuoteXpress Key Features
- Configurable product/pricing rules: Build and enforce how items are bundled and priced.
- Template-driven proposals: Generate branded proposals from a central library.
- Quote tracking & reporting: Monitor pipeline movement and quote status.
- Online catalog & eCommerce: Showcase items, manage accounts, and process orders.
iQuoteXpress Integrations
Integrations include DocuSign, Salesforce Sales Cloud, HubSpot CRM, QuickBooks Online Advanced, Zoho Books, Microsoft Dynamics.
Pros and cons
Pros:
- Offers customizable branding
- Provides mobile device and multi-language support
- User-friendly interface
Cons:
- Complicated process for adding vendors and partner logos
- Limited options for eCommerce management
DealHub streamlines complex quoting with structured configurations and approval paths inside one deal workspace. It’s built to keep reps on policy, accelerate sign-off, and give buyers a collaborative place to review and accept.
Why I Picked DealHub
Guided configuration narrows choices with guardrails, so reps assemble valid offers quickly. The adaptive pricebook supports usage-based, tiered, and fixed pricing, letting you model real-world scenarios without spreadsheets. I also like the automated approvals—managers can review discounts and terms quickly, which keeps deals moving. Digital deal rooms centralize content, signatures, and buyer engagement, so you can see where a quote stalls and fix it.
DealHub Key Features
- Guided selling & pricing guardrails: Reduce errors and keep quotes aligned to policy.
- Automated approvals: Route for one-click sign-off based on thresholds.
- DealRoom & buyer engagement: Share proposals, track views, and collaborate in real time.
- Renewals automation: Standardize extensions and expansions.
DealHub Integrations
Integrations include Salesforce, HubSpot, Microsoft Dynamics 365, Freshworks, Slack, Gong, DocuSign, Salesloft, LinkedIn, Optimizely.
Pros and cons
Pros:
- Supports complex pricing models
- Digital DealRoom enhances collaboration
- Intuitive guided selling
Cons:
- Some use case integration not supported
- Advanced customization may require additional support
New Product Updates from DealHub
DealHub's Expanded Parameters & Proposal Enhancements
DealHub introduced greater flexibility with expanded parameter support and smoother workflows with multi-system proposal enhancements. You can autocomplete parameters, manage them in one place, and enjoy smarter offer duplication and syncing. Visit DealHub’s updates for more.
for more.
HubSpot’s CPQ sits natively in the CRM, so quotes, products, approvals, and payments live with your deals. For teams already using HubSpot, it’s a low-friction way to automate quotes and keep data clean for forecasting.
Why I Picked HubSpot
It generates quotes from deal records with templates that reflect your pricing and terms, cutting copy-paste work. Because CPQ is part of Sales Hub, customer data, line items, and approvals stay in one system for better visibility. Embedded eSignature and payments speed acceptance and cash collection. You also benefit from AI-assisted suggestions across the HubSpot platform to reduce manual steps and spot next actions.
HubSpot Key Features
- Quote templates & approvals: Create, route, and track quotes from the CRM.
- eSignature & payments: Collect signatures and process payments in-flow.
- Pipeline & doc tracking: See engagement and deal impact on forecasts.
- Data quality & profiles: Keep products and pricing synced to the CRM.
HubSpot Integrations
Integrations include Gmail, Slack, Asana, Eventbrite, SurveyMonkey, Jira, WordPress, Stripe, Canva.
Pros and cons
Pros:
- Automation features help streamline repetitive tasks
- Excels in lead tracking and management
- Detailed analytics and reporting
- Automation features help streamline repetitive tasks
- Excels in lead tracking and management
- Detailed analytics and reporting
Cons:
- Limited flexibility and customization
- Occasional email deliverability issues
- Limited flexibility and customization
- Occasional email deliverability issues
Proposify helps revenue teams lock down brand standards while scaling proposal creation. You centralize approved content, fees, and visuals so every document feels on-brand—and goes out fast.
Why I Picked Proposify
I picked it for the content library and permissions that keep reps from freelancing layouts or pricing. You can mass-update templates to roll out changes across teams—no manual cleanup. The editor supports interactive pricing and e-sign, so buyers can choose options and sign in one flow. Pipeline insights and notifications show what’s opened, viewed, and signed, giving managers clear coaching signals.
Proposify Key Features
- Template & content library: Store approved sections, fees, and media.
- Roles & permissions: Control who edits what to protect the brand.
- Interactive pricing & e-sign: Let buyers pick options and sign instantly.
- Pipeline insights: Track document status and engagement.
Proposify Integrations
Integrations include Salesforce, HubSpot, Stripe, Copper, AgileCRM, ActiveCampaign, Zapier, Trello, Zendesk Sell, Zoho, Slack.
Pros and cons
Pros:
- Wide range of customizable templates.
- Creates compelling proposals quickly.
- It sends data instantly after sending proposals.
Cons:
- The editor can be clunky.
- It’s not user-friendly for new subscribers.
Dock combines digital sales rooms with quoting and contract workflows, making it easy to educate buyers and route approvals for complex discounts or custom terms.
Why I Picked Dock
Its sales rooms centralize collateral, videos, and mutual plans so buyers know exactly what’s next. You can generate quotes, contracts, and order forms with customizable templates—handy for teams with varied SKUs or services. Most importantly, Dock’s approval workflows handle exceptions (custom discounts, large deals) so leadership can review and green-light without email chains. Engagement analytics help reps tailor outreach based on what buyers view.
Dock Key Features
- Digital sales rooms: Share content and guide the buying process.
- Pricing & order forms: Build repeatable, customized documents.
- Approval routing: Standardize sign-offs for discounts and non-standard terms.
- Buyer signals & reminders: See activity and nudge stalled deals.
Dock Integrations
Integrations include HubSpot, Salesforce, PandaDoc, Typeform, Slack, Zoom, Airtable.
Pros and cons
Pros:
- Approval workflows for custom products or pricing
- Templates for important documents and processes
- Sales rooms for centralized communication and content management
Cons:
- Order form features are an add-on
- HubSpot and Salesforce integration only available on higher-tier plans
Qwilr turns proposals into web pages with embedded pricing, media, and analytics. Buyers get a clean, responsive experience that supports sign, pay, and even upsell from a single link.
Why I Picked Qwilr
The block-based editor is quick to learn and keeps branding consistent across teams. Instead of attachments, you send a link that adapts to any device and showcases demos, pricing tables, and identity verification. Detailed analytics show which sections get the most attention, so reps can follow up precisely. Templates and workspaces make it easy to scale across products or regions.
Qwilr Key Features
- No-code web editor: Build page-based proposals with branded blocks.
- Interactive pricing & payments: Let buyers configure, sign, and pay.
- Engagement analytics: Track views, clicks, and time by section.
- Templates & content library: Reuse winning structures and assets.
Qwilr Integrations
Integrations include Salesforce, HubSpot, Pipedrive, Zoho CRM, Slack, Stripe, QuickBooks, Zapier, Google Analytics, Xero.
Pros and cons
Pros:
- Provides useful metrics and insights.
- Simple user interface.
- Creates engaging, eye-catching proposals.
Cons:
- API access is limited to higher-tier plans.
- Tracks when colleagues open proposals.
Quoter centralizes products, templates, and approvals so teams can produce accurate quotes fast and get paid sooner. It’s designed to cut clerical effort and reduce pricing errors.
Why I Picked Quoter
Smart templates let you configure once and maintain a single source of truth for items and pricing. The product cloud supports bundling, cross-sell, and upsell to lift deal size. Built-in approvals and e-sign help control discounting and speed acceptance. Email tracking and analytics reveal who opened what and when, which helps drive timely follow-ups.
Quoter Key Features
- Product configurator & bundling: Build valid packages and options.
- Smart templates: Keep quotes consistent across teams.
- Approvals, e-sign & payments: Control margin and reduce friction.
- Reporting & email tracking: Spot bottlenecks in the quote lifecycle.
Quoter Integrations
Integrations include Salesforce, HubSpot, Pipedrive, Zoho CRM, FreshBooks, QuickBooks, Mailchimp, Zapier, Ingram Micro, Nutshell CRM.
Pros and cons
Pros:
- Intuitive and easy-to-use interface.
- Simplifies quote options.
- It increases efficiency.
Cons:
- No autosave when creating quotes.
- Integrations require some troubleshooting.
QuoteWerks is built for companies that rely on multiple business tools and need quoting software that ties them all together.
Why I Picked QuoteWerks
I picked it for its integration flexibility and strong focus on cross-platform data flow. QuoteWerks connects sales, procurement, and accounting systems so you can eliminate manual re-entry and sync product, pricing, and customer data. It’s ideal for small and midsize teams looking for unified visibility across quoting, purchasing, and invoicing.
QuoteWerks Key Features
- Cross-system synchronization: Push data between CRM, ERP, and accounting tools.
- Quote & proposal templates: Maintain consistency across reps.
- Pricing & discount automation: Control profit margins dynamically.
- Purchase order generation: Convert quotes to orders instantly.
QuoteWerks Integrations
Integrations include QuickBooks, Salesforce, Zoho CRM, ConnectWise, Autotask, Microsoft Dynamics, HubSpot CRM, Sage 50, and Outlook.
Pros and cons
Pros:
- Built-in purchasing/PO flow converts quotes to orders fast.
- Quick templated proposals help smaller teams standardize output.
- Broad cross-system connectivity (CRM + accounting) to eliminate re-entry.
Cons:
- Advanced automation may require add-ons or extra configuration time.
- Legacy UI in places compared to newer web-first CPQs.
CloudSense is a full-spectrum CPQ and commercial order-management solution built natively on the Salesforce CRM platform and tailored for communications, media and complex B2B companies. It combines product catalog, guided selling, quoting, contract-lifecycle, order fulfilment and subscriptions into one system—making it a fit for large-scale, high-complexity sale scenarios.
Why I Picked CloudSense
I picked CloudSense because of its deep ability to manage highly complex product sets, bundles and channels while staying embedded in Salesforce. The unified product catalog supports rapid go-to-market changes and ensures consistency across sales, configuration and fulfilment. Its rule-engine (including compatibility rules) means you reduce errors and accelerate quote-to-order cycles in complex sales. Moreover, the platform’s strength in subscription, lifecycle and order-management workflows makes it more than just a quote engine—it closes the loop from product selection to delivery.
CloudSense Key Features
- Unified product catalog: Manage all offerings (hardware, software, services), business rules, pricing and bundling from a single source.
- Guided selling & deal scoring: Reps receive dynamic prompts for cross-sells/upsells, and the system scores deals for profitability and likelihood of close.
- Compatibility rules & dynamic configuration: Automatically enforce product/service compatibility, ensure valid bundles and prevent quoting errors.
- End-to-end order management and fulfilment: From quote to contract to subscription renewal and fulfilment—supports transformation of orders and automation of fulfilment steps.
- Salesforce-native architecture: Built on the Salesforce platform, allowing seamless integration with CRM data and tools; reduction in data-swivel for reps.
CloudSense Integrations
Integrations include Salesforce CRM (native), Salesforce CPQ modules, ERP platforms (e.g., SAP, Oracle), CloudBlue (for marketplace/bundled services) and partner/service-fulfilment systems.
Pros and cons
Pros:
- Strong rule-engine and catalog controls reduce quoting errors and speed time-to-market
- Native Salesforce build means less context-switching for reps and tighter CRM/CPQ alignment
- Excellent handling of enterprise-level complexity (multi-component products, multi-step fulfillment, subscriptions)
Cons:
- Because of its depth and vertical focus (telco/communications/media), the user-interface or drag-and-drop simplicity may not match lighter CPQ tools designed for mid-market
- Premium scope: implementation requires investment in setup and governance—smaller teams may find it more than they need
PandaDoc brings quotes, contracts, and signatures into one document workflow. Teams can assemble dynamic quotes, route signers, and track engagement without leaving the platform.
Why I Picked PandaDoc
Smart Content tailors documents to industry, size, and use case, saving reps from repetitive edits. You can set signing orders and assign roles so approvals follow policy. Advanced quotes support multiple options and quantity changes with real-time pricing, including auto-applied discounts based on volume. Audit trails and version history keep compliance in check.
PandaDoc Key Features
- Advanced quotes & catalogs: Present options, adjust quantities, and price instantly.
- Smart Content: Auto-generate tailored sections by context.
- Signing orders & audit trails: Orchestrate compliant approvals.
- Document tracking & workspaces: See engagement and organize teams.
PandaDoc Integrations
Integrations include HubSpot, Salesforce, Pipedrive, Zoho, Copper, monday.com, Slack, Google Workspace, Microsoft Teams, Zapier.
Pros and cons
Pros:
- Simple online document signing.
- Full document creation capabilities.
- Free forever plan.
Cons:
- Limited customization options.
- Uploading non-PDF files is complex.
Infor CPQ unifies product and pricing data to remove friction in long sales cycles. It’s built for manufacturers that need visual configuration, quoting, and downstream manufacturing info in one flow.
Why I Picked Infor CPQ
I picked it for its rule-based, visual configurator and the way it centralizes product knowledge so reps aren’t digging through manuals. Quoting, approvals, and recommendation logic help shorten cycles and keep accuracy high. It also generates manufacturing information to bridge sales and production, which reduces handoff delays.
Infor CPQ Key Features
- Visual configuration: Build valid products with enforced rules.
- Quoting & ordering: Create and manage quotes with approval paths.
- Recommendation engine: Suggest options and compatible add-ons.
- Catalog & client portals: Publish items and let customers self-serve.
Infor CPQ Integrations
Integrations include Salesforce, Microsoft Dynamics 365, Oracle Fusion Cloud ERP, SolidWorks, Smartflow, SnapAP, OnScreen, Algonomy, Codeless Platforms, Uptempo.
Pros and cons
Pros:
- Simple user interface.
- It can handle multiple workflows.
- Flexible and user-friendly.
Cons:
- No guided selling.
- It can be slow.
Paperless Parts combines quoting with advanced manufacturing analytics to help shops price jobs more intelligently and improve operational insight.
Why I Picked Paperless Parts
I picked it for its unique ability to analyze part files and automate pricing decisions. The platform extracts process data (like manufacturability warnings or volume removal) to calculate accurate job costs instantly. That data also supports trend analysis—showing which jobs drive profit and which drain resources. For precision manufacturers, Paperless Parts turns quoting into a strategic decision tool.
Paperless Parts Key Features
- Automated part file analysis: Detects features and calculates costs.
- Quote prioritization & insights: Identify high-value opportunities.
- 3D modeling & nesting: Visualize complex assemblies efficiently.
- Order & purchase management: Convert quotes directly into work orders.
Paperless Parts Integrations
Integrations include E2 Shop System, JobBOSS, JobBOSS², Epicor, MIE Trak Pro, Infor VISUAL, Infor SyteLine, Made2Manage.
Pros and cons
Pros:
- Identifies overlooked part features while quoting.
- Reduces quote turnaround times.
- Calculates estimated machine run times from 3D models.
Cons:
- The platform isn’t flexible.
- Working on large quotes is complex.
Subskribe helps SaaS businesses create quotes for simple to innovative deal structures.
Why I picked Subskribe: You can use the Subskribe platform if your business regularly creates quotes for innovative deal structures quickly. No matter how innovative your quote needs are, the software can speed up deal closes by simplifying approvals with workflows, previews, and notifications. Subskribe also allows your sales reps to make simple modifications to any quote with upsells, cross-sells, and plan renewals.
Subskribe focuses on helping SaaS organizations in any market that need an all-in-one sales solution. It allows your teams to be completely transparent with deal flows that you or managers can execute instantly. Using Subskribe means your sales reps don’t have to rely on complicated workarounds to create custom quotes for every customer so they can get the deal they want.
Subskribe Standout Features and Integrations
Features include multi-year quotes, complex quote creation, versatile discounting, deal metrics, customizable terms, approval flows, deal progress tracking, email notifications, multiple pricing combinations, and reseller tools.
Integrations include Salesforce, DocuSign, and Avalara.
Pros and cons
Pros:
- Regular feature updates and additions.
- Easy to learn.
- Handles all quoting.
Cons:
- No guided selling.
- Not many integrations are available.
Oracle CPQ streamlines complex enterprise quoting with deep ERP and CRM integration. It’s built to eliminate sales cycle friction by standardizing configuration, discounting, and approvals.
Why I Picked Oracle CPQ
I picked Oracle CPQ for its scalability and native integration with Oracle Fusion Cloud and CRM systems. It automates complex pricing logic and approvals across large deal volumes while keeping margins consistent. The visual configuration tools and rule-based engine help large enterprises maintain accuracy across global teams.
Oracle CPQ Key Features
- Rule-based configuration: Build compliant, scalable product sets.
- Dynamic pricing & approvals: Automate multi-level validations.
- Quote & proposal automation: Generate and route quotes efficiently.
- Analytics & forecasting: Gain insight into performance and pipeline.
Oracle CPQ Integrations
Integrations include Oracle Fusion Cloud ERP, Oracle CX, Salesforce, SAP, Microsoft Dynamics 365, Adobe Sign, and DocuSign.
Pros and cons
Pros:
- Scales to large deal volumes across regions and product lines.
- Tight ties into ERP/finance stacks for consistent pricing and fulfillment.
- Enterprise-grade rules engine for complex configurations and multi-level approvals.
Cons:
- Admin expertise required to maintain rules and integrations over time.
- Longer implementations and governance compared to mid-market tools.
Salesforce CPQ extends the Salesforce ecosystem with powerful configuration, pricing, and quoting tools designed for flexible, compliant deal management.
Why I Picked Salesforce CPQ
I picked it because of its deep integration with Revenue Cloud and its guided selling module, which ensures reps pick the right products and pricing rules. The tool streamlines proposal generation and enforces approval workflows, reducing risk. For organizations already using Salesforce CRM, it’s the fastest way to move from opportunity to signed quote without system-hopping.
Salesforce CPQ Key Features
- Guided selling: Recommend optimal products and configurations.
- Advanced approvals: Route custom discounts or exceptions automatically.
- Usage-based pricing & renewals: Manage complex recurring revenue.
- Contract amendments & proposals: Update or extend deals with ease.
Salesforce CPQ Integrations
Integrations include Salesforce Service Cloud, Adobe Sign, Wufoo, OnScreen, RELAYTO, Inspire Planner, Zapier, 3D Source Configurator, Tavant Warranty, Secuvy AI, Flosum.
Pros and cons
Pros:
- Simple proposal generation.
- Professional templates.
- Supports multiple quote rates.
Cons:
- No product modeling.
- No self-service portal.
Other CPQ Software
Here are a few more options that didn’t make the best CPQ software list:
- Pricefx
For precise quote pricing.
- vloxq CPQ
For automating quote generation.
- AutoQuotes
For food service equipment manufacturers.
- FastSpring Interactive Quotes
For communicating pricing and packages.
- InMindCloud
End-to-end CPQ platform.
- Expedite Commerce
For B2B ecommerce.
Related CPQ Software Reviews
If you still haven't found what you're looking for here, check out these tools closely related to CPQ software that we've tested and evaluated.
- CRM Software
- Sales Software
- Lead Management Software
- Business Intelligence Software
- Contract Management Software
- Revenue Management System
Selection Criteria For CPQ Software
Selecting the ideal CPQ software is pivotal for businesses looking to streamline their sales processes, accurately configure products, and quickly generate quotes. This choice significantly affects an organization's ability to respond to customer inquiries swiftly, manage complex pricing structures, and drive revenue operations efficiently. My approach to evaluating CPQ tools is rooted in firsthand trials and in-depth research, focusing on how well each solution aligns with the essential functions and specific use cases businesses commonly face.
Core CPQ Software Functionality: - 25% of total weighting score
To be considered for inclusion on my list of the best CPQ software, the solution had to support the ability to fulfill common use cases:
- Efficiently handling complex product configurations
- Accurately calculating prices across diverse scenarios
- Generating customizable and branded quotes rapidly
- Integrating seamlessly with existing CRM and ERP systems
- Providing insights into sales performance and quote analytics
Additional Standout Features: - 25% of total weighting score
Innovative features set apart the best CPQ solutions in the market:
- AI-driven configuration recommendations to optimize product selection
- Dynamic pricing models that adjust to market changes in real-time
- Advanced customization options for creating highly tailored quotes
- Omnichannel quoting to serve customers across various platforms
- Robust contract lifecycle management post-quote approval
Exploring and testing these functionalities reveals which CPQ tools offer capabilities that surpass basic expectations, providing unique value to users.
Usability: - 10% of total weighting score
A user-friendly interface is crucial for widespread adoption:
- Intuitive design that simplifies the configuration and quoting process
- Easy navigation and logical flow of tasks
- Responsive design for mobile and tablet use
- Customizable UI to match user preferences and workflows
Onboarding: - 10% of total weighting score
Effective onboarding ensures teams can quickly leverage the CPQ tool:
- Comprehensive training resources and support materials
- Onboarding sessions that demonstrate core functionalities
- Accessible customer support during the initial adoption phase
- Community forums or user groups for peer-to-peer assistance
Customer Support: - 10% of total weighting score
Reliable customer support is foundational for resolving issues swiftly:
- Availability of support through multiple channels
- Knowledgeable and responsive support team
- Proactive updates and maintenance communication
- Detailed documentation and help resources
Value For Money: - 10% of total weighting score
Evaluating affordability and ROI is essential:
- Transparent pricing structures without hidden fees
- Flexible pricing plans that cater to business size and needs
- Demonstrable ROI through efficiency gains and sales acceleration
- Free trials or demos to assess software value firsthand
Customer Reviews: - 10% of total weighting score
User feedback provides insights into real-world application:
- Positive experiences with software usability and feature set
- Impact on sales cycle time and deal closure rates
- Responsiveness to feature requests and software updates
- Overall satisfaction and customer support quality
By applying these criteria, I guide software buyers toward CPQ solutions that not only streamline the quote-to-cash process but also align with strategic goals in revenue operations. The right CPQ software can transform sales efficiency, enhance accuracy, and support scalable growth, making it a crucial tool for businesses aiming to optimize their sales operations.
How To Choose CPQ Software
With so many different CPQ software solutions available, it can be challenging to make decisions on what tool is going to be the best fit for your needs.
As you're shortlisting, trialing, and selecting CPQ software, consider the following:
- What problem are you trying to solve - Start by identifying the CPQ software feature gap you're trying to fill to clarify the features and functionality the tool needs to provide.
- Who will need to use it - To evaluate cost and requirements, consider who'll be using the software and how many licenses you'll need. You'll need to evaluate if it'll just be the revenue operation leaders or the whole organization that will require access. When that's clear, it's worth considering if you're prioritizing ease of use for all or speed for your CPQ software power users.
- What other tools it needs to work with - Clarify what tools you're replacing, what tools are staying, and the tools you'll need to integrate with, such as accounting, CRM, or HR software. You'll need to decide if the tools will need to integrate together or if you can replace multiple tools with one consolidated CPQ software.
- What outcomes are important - Consider the result that the software needs to deliver to be considered a success. Consider what capability you want to gain or what you want to improve, and how you will be measuring success. For example, an outcome could be the ability to get greater visibility into performance. You could compare <Focus Term> features until you’re blue in the face but if you aren’t thinking about the outcomes you want to drive, you could be wasting a lot of valuable time.
- How it would work within your organization - Consider the software selection alongside your workflows and delivery methodology. Evaluate what's working well and the areas that are causing issues that need to be addressed. Remember every business is different — don’t assume that because a tool is popular that it'll work in your organization.
Trends In CPQ Software For 2025
CPQ software is essential for managing complex pricing models, reducing deal friction, and maximizing revenue. As AI, self-serve quoting, and usage-based pricing models continue to evolve, forward-thinking leaders will adopt CPQ systems that streamline the entire deal process.
1. AI-Powered Deal Insights and Pricing Recommendations
Gone are the days of manual price adjustments and guesswork. Modern CPQ tools are integrating AI and machine learning to offer dynamic pricing suggestions and deal-specific insights. These features analyze historical data, customer intent, and real-time market conditions to recommend optimal pricing and discount strategies.
Why it matters: For scaling SaaS companies, pricing flexibility can make or break a deal. AI-driven insights help your sales team avoid leaving money on the table while still offering competitive quotes.
Pro tip: Look for CPQ platforms that offer "next best action" suggestions to guide reps toward the most effective pricing and upsell opportunities.
2. Self-Serve Quoting and Buyer-Led Sales Models
B2B buyers now expect the same self-service experience they get in B2C. Modern CPQ tools are evolving to support self-serve quoting portals where prospects can build and customize their own quotes without needing to talk to a sales rep.
Why it matters: As SaaS companies move toward Product-Led Growth (PLG) strategies, self-serve capabilities become essential. It shortens the sales cycle and enables reps to focus on higher-value deals.
Pro tip: Invest in CPQ platforms with customizable, buyer-friendly interfaces that integrate directly into your website or customer portal.
3. Subscription and Usage-Based Pricing Models
SaaS pricing is becoming more fluid, with demand for usage-based and hybrid pricing models on the rise. CPQ software now supports more than simple subscription tiers. It can handle pay-as-you-go billing, metered usage tracking, and even custom hybrid models that combine subscription fees with consumption-based charges.
Why it matters: Usage-based pricing aligns revenue with customer value, which is critical for reducing churn and increasing expansion revenue. Without CPQ software that can support these models, your sales team is stuck in spreadsheets and manual processes.
Pro tip: Ensure your CPQ system integrates with your billing platform (like Stripe or Chargebee) to automate usage tracking and simplify customer billing.
4. CPQ-CRM Integration for End-to-End Deal Management
Sales teams crave simplicity. The best CPQ systems now offer deep, native integrations with CRMs like Salesforce and HubSpot. This means reps can configure quotes, get approvals, and send contracts—all without leaving the CRM interface.
Why it matters: Your sales team’s productivity depends on minimizing tool-switching. End-to-end CPQ-CRM integration ensures that quotes, contracts, and deal progress are all tracked in one place, giving leadership better visibility into pipeline health.
Pro tip: Choose a CPQ platform that syncs customer and deal data directly with your CRM, so you have a single source of truth for sales metrics and forecasting.
5. Advanced Approval Workflows with Real-Time Collaboration
Approvals can be a bottleneck in deal velocity. Modern CPQ software addresses this by enabling collaborative quote reviews and automated approval workflows. Sales reps, managers, and finance teams can review and approve quotes in real-time from a shared platform.
Why it matters: As your deal sizes grow, you’ll encounter more internal stakeholders who need to sign off on pricing and terms. Delays can cost you deals. Collaborative approvals speed up decision-making, prevent miscommunication, and keep deals on track.
Pro tip: Look for CPQ tools with customizable approval rules, so smaller deals can auto-approve, while larger deals get escalated to leadership or finance.
If you’re evaluating CPQ platforms, prioritize features like AI-driven pricing, CRM integration, and self-serve quoting. These capabilities will future-proof your sales process and give you a competitive edge as your SaaS company scales.
What is CPQ Software?
CPQ software is a tool that helps sales teams handle the complexities of selling customized products. It assists in configuring products based on customer requirements, automatically calculates prices considering various factors like customizations and quantities, and generates accurate sales quotes. This software is particularly beneficial in industries where products or services have multiple variables and configurations.
The benefits of CPQ software include increased efficiency and accuracy in the sales process. It streamlines the task of creating quotes for complex products, ensuring that they are error-free and consistent with business rules. This leads to faster response times to customer inquiries, improved customer satisfaction, and potential for higher sales. By optimizing pricing and discounting, CPQ software also contributes to better profit margins and provides valuable insights into sales trends and customer preferences.
Features Of CPQ Software
Choosing the right CPQ software is a strategic decision that can significantly influence a business's ability to close deals efficiently and accurately. CPQ software streamlines the sales process by automating the offer, pricing, and quoting stages, which are crucial for maintaining competitive edge and enhancing customer satisfaction. Here are the most important features to look for in CPQ software to ensure it effectively supports revenue operations:
- Product Configuration Rules: Enables complex product customization. This feature ensures that sales teams can configure products or services according to customer needs while adhering to business rules, reducing errors, and increasing efficiency.
- Price Calculation Engine: Automates pricing based on various factors. Accurate and dynamic pricing adjustments reflect real-time changes in costs, discounts, and customizations, crucial for maintaining margins and competitiveness.
- Quote Generation: Produces detailed, professional quotes quickly. Speeding up the quote creation process helps meet customer expectations for prompt service, improving the chances of winning business.
- Approval Workflows: Streamlines the review and approval process. Automated workflows ensure that quotes meet all business criteria before being sent out, reducing delays and enforcing compliance.
- CRM and ERP Integration: Syncs data across business systems. Integration with CRM and ERP systems ensures consistency in customer data and product information, vital for accurate quoting and inventory management.
- Document Generation: Creates contract documents from quotes. This feature allows for the seamless transition from quote to contract, expediting the sales cycle and reducing manual paperwork.
- Guided Selling: Assists sales reps in selecting the right products. By guiding users through the configuration process based on customer requirements, CPQ software helps identify the best solutions, increasing customer satisfaction and sales potential.
- Discount and Margin Management: Controls discounting practices. Ensuring that discounts do not erode profit margins is critical for revenue management, making this feature essential for maintaining profitability.
- Subscription Management: Handles pricing for subscription-based products. As businesses increasingly offer subscription services, the ability to manage recurring billing and renewals directly within the CPQ tool is key for operational efficiency.
- Analytics and Reporting: Provides insights into sales performance. Analytics help identify trends, track sales team performance, and optimize the quoting process, supporting strategic decisions in revenue operations.
AI Features
AI in CPQ reduces errors, speeds approvals, and lifts deal size by guiding reps (and buyers) to valid, profitable configurations. Here are common AI-enabled capabilities you’ll see in the best CPQ software:
- Next-best action: Recommend add-ons, bundles, or follow-ups from deal context.
- Dynamic pricing suggestions: Propose discounts or tiers based on history and win rates.
- Configuration validation: Flag invalid combos and auto-fix with compatible options.
- Approval predictions: Surface deals likely to need review and pre-gather details.
- Intelligent templates: Auto-assemble proposals by industry, segment, or use case.
- Forecast impact modeling: Show how quote changes affect pipeline and revenue.
Selecting CPQ software with these features equips organizations to handle the complexities of modern sales environments, from product configuration to quote generation and approval. By automating and optimizing these processes, businesses can focus on strategic activities that drive growth and enhance customer relationships. The right CPQ solution becomes a cornerstone of effective revenue operations, enabling businesses to adapt quickly to market demands and customer needs.
Benefits Of CPQ Software
CPQ software is a game-changer for businesses seeking to enhance their sales processes and drive revenue growth. By automating the configuration, pricing, and quoting aspects of the sales cycle, CPQ software delivers significant advantages to users and organizations. This tool is not just about speeding up sales operations; it's about transforming them to be more efficient, accurate, and customer-focused. Here are five primary benefits of CPQ software that potential buyers in revenue operations management should consider:
- Accelerated Sales Cycle: Speeds up the entire process from configuration to quote. This benefit allows sales teams to respond to customer inquiries faster, reducing the time it takes to close deals and increasing the number of opportunities they can handle.
- Increased Accuracy in Quotes and Orders: Minimizes errors in pricing and product configuration. Accurate quotes ensure that businesses can maintain profit margins while meeting customer expectations, reducing the risk of costly errors.
- Enhanced Customer Satisfaction: Provides tailored solutions quickly. By enabling sales teams to create personalized quotes rapidly, CPQ software helps meet customer demands for prompt, customized service, enhancing the overall customer experience.
- Improved Efficiency and Productivity: Automates manual tasks in the quote-to-cash process. Sales teams spend less time on administrative tasks and more on engaging with customers and pursuing new opportunities, boosting overall productivity.
- Better Data Insights and Management: Offers valuable insights into sales trends and customer preferences. With advanced analytics, businesses can make informed decisions about product offerings, pricing strategies, and market trends, supporting strategic planning and revenue growth.
Costs & Pricing for CPQ Software
Navigating the landscape of CPQ software can be daunting for those new to the software buying process. CPQ solutions offer a range of functionalities designed to streamline the sales process by automating product configuration, pricing, and quote generation. These solutions vary widely in terms of features, scalability, and pricing. Understanding the different plan options available is crucial for selecting a CPQ solution that not only fits your immediate business needs but also has the capacity to grow with your organization. Below is an overview of typical plan options and pricing for CPQ software.
Plan Comparison Table For CPQ Software
| Plan Type | Average Price | Common Features Included | Best For |
| Free Option | $0 | - Limited CPQ features - Basic product configuration - Simple pricing models | Budget-conscious users and small-scale operations |
| Starter | $15 - $30 per user/month | - Basic CPQ functionalities - Standard product configuration - Basic pricing rules - Manual quote generation | Small businesses and startups |
| Professional | $60 - $100 per user/month | - Advanced configuration options - Dynamic pricing capabilities - Automated quote templates - Basic CRM integration | Growing businesses with increasing complexity |
| Enterprise | $100+ per user/month | - Comprehensive CPQ features - Complex product configurations - AI-driven pricing and quoting - Advanced integrations (CRM, ERP) - Custom development and support | Large enterprises with complex needs |
When choosing a CPQ software plan, consider the complexity of your sales processes, the level of customization required, and the potential for business growth. It's important to select a plan that not only aligns with your budget but also provides the functionalities necessary to enhance your sales efficiency and accuracy. A well-chosen CPQ solution can significantly impact your organization's ability to quickly generate accurate quotes and close deals, driving revenue growth and customer satisfaction.
CPQ Software Frequently Asked Questions
Just starting your research into CPQ software? Here’s what you need to know:
How does CPQ software work?
How does CPQ software work?
CPQ software simplifies the process of creating custom quotes by configuring products, calculating prices, and generating quotes. Here’s how it breaks down:
- Configure: Your sales team gathers the customer’s needs and uses CPQ software to customize the right product mix. The system can suggest upsells and check if everything is available for delivery.
- Price: The software then calculates the price, factoring in things like customer history, discounts, and current promotions. It also ensures taxes and any regulations are applied correctly.
- Quote: Finally, the tool generates a quote, usually as a payment link or invoice. If changes are needed, the sales rep can easily adjust the quote without starting over. The software also provides useful data like sales volume and approval rates to help improve the process.
How does CPQ software integrate with ecommerce platforms?
CPQ software works with ecommerce platforms in three main ways:
- Automates quoting: CPQ software works directly within ecommerce platforms to streamline the quoting process.
- Real-time pricing: Customers receive instant, accurate pricing updates as they configure products or services.
- Enhanced user experience: Shoppers get immediate feedback on pricing options and variations while browsing and configuring their selections.
How do CPQ platforms support product configuration visualization?
CPQ platforms make it easier for customers to visualize their customized products as they configure them. Here’s how they enhance the experience:
- Real-time updates: CPQ platforms let customers see live changes as they customize products.
- Dynamic visual feedback: As customers make selections, they can immediately see how each choice affects the final product.
- Improved decision-making: This visualization helps customers understand exactly what they’re getting, making it easier to choose the right options.
- Enhanced buying experience: Seeing a product come to life as they configure it gives customers more confidence in their purchase decisions.
Can CPQ software handle complex pricing rules effectively?
CPQ software simplifies complex pricing by automating how different pricing rules are applied. Here’s how it helps:
- Automates pricing: Automatically adjusts prices based on selections, quantities, and discounts.
- Ensures accuracy: Handles even the most complex rules to keep pricing consistent.
- Maintains margins: Helps businesses protect their profit margins across all channels.
What are the types of CPQ software?
CPQ software helps businesses automate complex quoting processes. Here’s a quick breakdown of the main types:
- Cloud-Based CPQ: Accessible online with easy updates and scalability. Great for flexibility and lower upfront costs.
- On-Premises CPQ: Installed on company servers, offering full data control but requiring higher investment and maintenance.
- Industry-Specific CPQ: Tailored to industries like manufacturing or healthcare, with pre-built templates for specific needs.
- B2B CPQ: Focused on business-to-business sales, handling complex negotiations, volume discounts, and long-term contracts.
- B2C CPQ: Geared toward consumer sales, with user-friendly interfaces and visualization tools for product configuration.
- Enterprise CPQ: Built for large companies with complex global sales, offering extensive customization and integration.
- Small Business CPQ: Affordable and easy to implement for small to medium businesses, covering essential CPQ functions.
- AI-Powered CPQ: Uses AI to optimize product configurations and pricing based on real-time data, boosting efficiency.
Each type suits different business needs, so choose based on your industry, size, and sales complexity.
Why should I use CPQ software?
CPQ software offers several key advantages for businesses, especially those with complex products or services. Here’s why it’s worth considering:
- Streamlined Sales Process: Automates product configuration and quoting, speeding up the time from inquiry to quote.
- Increased Accuracy: Reduces errors by automating pricing and configuration, ensuring consistent and accurate quotes.
- Enhanced Customer Experience: Provides quick, detailed proposals with dynamic pricing and customization options, improving satisfaction.
- Improved Revenue Management: Enables strategic pricing adjustments in real-time, optimizing revenue potential.
- Better Data Insights: Offers valuable insights into customer preferences and sales performance for better decision-making.
- Scalability: Grows with your business, handling increased product complexity and market expansion.
- Consistency and Compliance: Ensures quotes and contracts align with company policies and regulations.
In short, CPQ software boosts sales efficiency, enhances the customer experience, and supports revenue growth by automating key parts of the sales cycle.
Additional RevOps Software
RevOps can be complicated—just like other business functions. Using software can help you simplify your revenue operations and ensure you don’t experience performance issues. Here are some other RevOps tools you should consider for your organization:
Conclusion
CPQ software is one of the most essential upgrades for organizations. With the tools that I listed above, you’ll control every moving part of your sales channel. Also, your sales team will get more time to meet new customers and make more sales.
If you need more help with enhancing your revenue operations, I highly recommend you sign up for our newsletter. You’ll get the latest updates about the software you should use to increase revenue and learn the latest advice from top revenue professionals.