20 Best CPQ Tools in 2024

In conventional sales operations, a huge part of a sales agent’s time is allotted to generating proposals and quotes, and following up. As a matter of fact, most sales agents use only 34% of their time selling and the rest is used in setting pricing for prospective clients.

CPQ process flow tools reduce the time sales agents have to spend performing tasks aside from selling, and as a result, they can grow revenue by paying attention to more crucial business matters.

Although sales is the most apparent area impacted by CPQ, finance is another aspect where it can grow revenue. With the vigorous data CPQ delivers, choosing the right forecasting technique becomes easier. Furthermore, CPQ positively impacts the customer experience. CPQ’s capabilities bring speedy and precise quotes to customers, one thing that has been a pain point for many users for a long time.

Best CPQ Tools in 2025

1. PandaDoc

PandaDoc is an online solution for managing documents, enabling users to generate, distribute, and share digital documents easily with the added benefit of legally binding signatures. It supports multiple document formats, including PDFs, Docs, and digital documents, and is specifically tailored to meet the needs of teams that rely on document management such as sales, marketing, finance, legal, HR, and operations.

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PandaDoc leverages cloud technology to simplify all aspects of document management. It can generate a wide range of documents, including contracts, quotes, and proposals. Users can select a template from the extensive library and personalize it by modifying options such as currency, language, and more. Furthermore, users can incorporate their own brand elements across all documents.

PandaDoc offers a free plan while the paid plan starts at $29 per month.

Why choose PandaDoc?

• Automates document creation. The Smart Content tool allows users to automatically create documents that are tailored to recipient use cases, industry, and company size. It has features that refine document workflows such as conditional fields and pre-selected content.
• Facilitates fast document processing. The eSignature tool collects signatures quickly by simplifying the document signing process. Users can set up a signing order, and assign recipients based on specific approval requirements.
• Improves productivity. PandaDoc provides a complete update on the status of every document from one convenient location. It allows users to see who has opened, viewed, and signed a particular document which facilitates efficient reporting and tracking.

2. Salesforce CPQ

Formerly Steelbrick, Salesforce CPQ is a fully native Salesforce unit that automates ordering, quoting, and contracting procedures. It enables businesses to produce precise sales quotes and deliver accurate orders at once, across devices. With this app, closing more deals quickly and improving sales productivity without leaving the Saleforce Cloud is possible.

Salesforce CPQ is faster and easier to set up than other CPQ tools. It carries out novel capabilities that save the time of sales agents yet allows them to generate branded quotes quickly. It offers a vast range of prebuilt features such as pricing and discount schedule and guided sales.

Salesforce CPQ offers a plan for as low as $75 per user per month.

Why choose Salesforce CPQ?

• Next-gen CPQ solution. Salesforce CPQ simplifies numerous processes entailed in the sales cycle. It only takes a few clicks to configure items, price orders, and generate quotes.
• Guided selling. This feature lets sales agents find the most appropriate service or product for each customer and make accurate quotes. Salesforce CPQ also has a Google-like search functionality where they can suggest services or products more customarily.
• Proposal generator. Salesforce CPQ helps you to save time on the proposal and contracting processes. Its proposal generator allows you to create professional-looking branded proposals.

3. Oracle CPQ Cloud

Oracle CPQ Cloud, previously known as BigMachines, is a powerful CPQ tool suitable for SMBs and fast-thriving organizations. It is designed to cater to businesses in the marketing, sales, development, finance, IT, supply chain, HCM/HR, and service sectors. It fully automates CRM functions and sales order processes across the whole buying cycle. It simplifies the order life cycle to enhance not only the effectiveness of sales processes but also the consistency of customer experience.

Oracle CPQ Cloud carries out robust core functionalities that enable sales departments to make branded quotes from any device and location. It compels higher margin selling and sales productivity while rounding out the overall quote to cash process.

Oracle CPQ Cloud offers a free trial and a plan for as low as $130 per user per month.

Why choose Oracle CPQ Cloud?

• Helps you to close more deals. Oracle CPQ Cloud allows your sales staff to close more deals with accuracy across locations. It is a trustworthy companion for ecommerce, midmarket, and channel partners.
• Product configuration capability. This capability streamlines system configuration processes with multiple services and products. It allows you to simply generate routing and bills of materials depending on your preferences.
• Straightforward quoting. Aside from straightforward quoting, Oracle CPQ Cloud also lets you produce branded proposals and accurate documents to suit your customers’ requirements.

4. SAP CPQ

SAP CPQ is a trustworthy sales configuration software. It is built to help businesses rise above the difficulties of selling tools that offer multifaceted combinations. It automates and simplifies the selling process to allow businesses to satisfy their customers’ needs. It manages innovative integration functionality and effective configuration performance.

SAP CPQ has a thorough, configurable engine that can perform bottom-up configuration and normal top-down approaches. It also offers dynamic tools that let businesses identify component prerequisites, assess functional specifications, merge various solution components, and resolve interdependencies. It integrates smoothly with services and sales solutions for improved efficiency.

SAP CPQ only offers a quote-based plan.

Why choose SAP CPQ?

• Solution configuration environment. This powerful module outlines the configuration of solutions in quotations and sales orders.
• Flexible configuration environment. SAP CPQ works well with order processing transactions in the SAP CRM, SAP ERP, and Hybris Commerce systems to establish a flexible configuration environment with two modeling options: compatible mode and advanced mode.
• Solution modeling environment. This interface is created on the Eclipse Rich Client Platform (RCP). Its design allows it to facilitate various ways of fast navigation when users are working on complicated models.

5. ConnectWise Sell

ConnectWise Sell is a cloud-hosted quote and proposal automation system for IT solution providers. It simplifies the quote-to-cash processes to allow sales personnel to swiftly create accurate quotes and proposals across devices. It also equips users to modify quotes in real-time and complete documents with e-signatures.

ConnectWise Sell offers vigorous features that allow quick-paced IT companies to produce and follow up on quotes to generate revenue easily. While its set of features is limited, it is extremely effective. These features include workflow automation, quote and proposal, pricing rules, sales reporting, item management, product search customization, standalone form designer, real-time preview, and product outsourcing.

ConnectWise Sell offers a quote-based plan only.

Why choose ConnectWise Sell?

• Cloud-built. ConnectWise Sell’s system is built in the cloud to save you hassle and time. Its cloud-hosted utilization unties the quote and proposal process from the conventional on-premises limitations.
• Helps you pinpoint major happenings in the workflow process. You know what is happening in the workflow structure while maintaining full visibility into the quoting process.
• Professional-looking quotes. With the professional-looking quotes that ConnectWise Sell provides, it would be easy for you to establish a good impression with your customers. It also provides professional-looking templates that can be tailored with a few clicks to make intuitive quotes and proposals.

6. Odoo

Odoo is an open-source ERP and CRM platform that enables business owners to run their operations without requiring any other system. It best suits thriving and established businesses whose functions center on operations, finance, customer management, human resources, and more. Its open-source framework leverages the skills of thousands of industry experts to develop systems within the Odoo setting. It also guarantees high serviceability across Odoo applications.

Be it a single application for CRM or a whole suite of systems working together that you want, Odoo can present an application for that. Businesses can begin by digging into Odoo’s productivity solutions, including applications required for certain projects. It also features timesheets, planning tools, communication apps, marketing solutions, and more.

Odoo offers a free trial and flexible pricing plans, starting at $6 per user per month.

Why choose Odoo?

• Various programs integration. As your business grows, you can use apps without the tedious onboarding process. Each app smoothly works with the rest of the Odoo apps.
• Mix and match the apps. The modular strategy to business solutions implies you can mix and match essential apps. Odoo lets you use separate applications without affecting its entire performance.
• Quick improvement with the open-source model. Developers can make their own applications within the model environment.

7. Infor CPQ

Infor CPQ is an exceptionally sophisticated and robust CPQ tool that enables business owners to leverage its technology across their entire networks. It uses a friendly image-driven strategy to help businesses in making and implementing one vision effectively while cutting down operational costs yet spiking up profits.

With Infor CPQ, businesses can reap the benefits of having a wide selection of industry-specific tools, modules, and functionalities. Whether it is an agricultural equipment or aerospace maintenance and repair business, this system lays down all the goods on the table so businesses do not need to depend on third-party solutions to finish the job.

Infor CPQ only offers a by-quote plan.

Why choose Infor CPQ?

• Addresses issues right away. Infor CPQ helps you address issues that slow down production and the performance of employees and collective units. Information becomes unified, leaving people with one source of truth and minimizing errors.
• Unmatched versatility. Infor CPQ’s versatility is something not offered by other providers. Here, you can prioritize tasks according to job and operation.
• High-grade accuracy. Sales agents love Infor CPQ because of its accuracy. As a result, they are more motivated and driven as they take out scrap from the equation.

8. Conga CPQ

Conga CPQ, formerly Apttus Intelligent CPQ, is a modern CPQ application powered by AI. Known as an industry leader in delivering CPQ solutions, this app provides businesses with the tools needed for precise and effective CPQ transactions.

Conga CPQ allows worldwide commercial entities to improve their lead gains, sales cycle intervals, and cross-sells and upsells. Consequently, processes have become more simplified and work practices have become more successful. With this app, businesses can make solutions or refine their current strategies to make sure that they can readily cater to their customers’ needs. This is because it assists users in quickly choosing the right blend of services and products that fits their clients’ requirements.

Conga CPQ offers a by-quote plan only.

Why choose Conga CPQ?

• Robust AI accompaniment. Conga CPQ’s AI called Max is the app’s virtual assistant that guides you as if it is a real person. It guarantees that every facet of CPQ is well covered.
• Applied insights. Conga CPQ provides actionable intelligence through comprehensive reviews of quote elements and comparing them with other best-rated sellers and deals. Max can also assess customer data and determine patterns according to services and products they own and have obtained.
• Deals projection. Sales agents can predict how likely they are to close a deal. That is because Max scored their quotes and suggests other ways to make their quotes more appealing.

9. iDashboards

iDashboards is a business intelligence platform that is easy to use for all types of users. It enables users to fully deploy their information and make smart business decisions. It fully adopts the use of data visualization technology, providing dashboards that show data through maps and charts and arrange them via drill-downs.

Solid and feature-rich, iDashboards is pretty easy to understand and espouse. Its interface, coupled with a striking display, makes it easy for users to know their data and take viable actions. It helps businesses embrace a new dashboard culture that makes data clear and foster transparency among users and management.

iDashboards offers a free trial period and a by-quote plan.

Why choose iDashboards?

• Easy-to-use. You do not have to spend too much time learning iDashboards. It is easy to navigate, trimming down the time you need to familiarize yourself with it.
• You do not need to worry about downtime. iDashboards can speedily access and assess data. It is also created on a low-maintenance platform, lessening IT expenses while making it more adjustable to any existing infrastructure.
• Cloud-hosted. You also do not have to worry about the costs that come with typical systems. There are no hardware to buy and put up and no software to purchase and install.

10. Apptivo Estimates App

Apptivo Estimates App is a straightforward sales quote life cycle management solution. It makes the provision of sales quotes to customers a simple process. It allows users to track each sales opportunity, make estimates for them, and convert them into work orders or invoices and bills once achieved.

Apptivo backs the online approvals of quotes. It streamlines the process and sets a more productive communication between the provider and customer. It also entails an automated quote generation workflow, which starts with a quote request and ends with a quote approval or abandonment and project creation. Moreover, customers can seamlessly view their requested quotes in a PDF form and proceed to the next stage.

Apptivo offers a free trial, a free version, paid plans ranging from $10 to $25 per user per month, and a quote-based plan.

Why choose Apptivo Estimates App?

• Admin console. You can check out estimates-related data and updates. You can filter the information you want to see to take quick action whenever necessary.
• Navigable interface. You can swiftly find the tools you need so you can finish making quotes much faster. Apptivo also supports custom interface views that allow you to choose the data you want to see prominently.
• Estimate conversion. A completed quote can be converted into various files, including work orders, work kits, invoices, and projects.

11. CallidusCloud CPQ

CallidusCloud CPQ is a flexible and intelligent CPQ software that automates the quoting creation and approval processes. Besides that, it carries out meticulous analytics into a sales team’s performance, helping businesses better understand their operations and pricing schemes.

CallidusCloud CPQ provides businesses with a strong product catalog. The unified information database makes it easy for sales agents and partners to find the appropriate product to offer their customers. In addition, it ensures mobility for sales agents. With its Saleforce1-integration, they can retrieve customer data to generate the best quotes on the go.

CallidusCloud CPQ offers a free trial and quote-based plans.

Why choose CallidusCloud CPQ?

• Mobile quote creation. CallidusCloud CPQ’s prime quote creation capabilities work not only on desktops but also on mobile devices. And that is made possible by their integration with Salesforce1.
• Performance analytics. You can take a closer look at your sales team’s performance and plan strategies accordingly to keep a good profit margin while making sure that their product appraisals still appeal to customers.
• Partner support. CallidusCloud CPQ helps you provide automated support to your partners. You can automatically approve or route their pricing concessions if ever they trigger pricing situations.

12. Quoter

Previously Socket, Quoter is a quoting system that saves time, mitigates errors, and promotes faster payments. With this cloud-hosted software, users can enjoy company-wide adoption due to its handiness and budget-friendly pricing packages. They can also abstract highly complex versioned documents and spreadsheets as Quoter puts all necessary items in one location. These include service and product configurations, regular pricing and special discounts, proposal details, and even reusable templates.

Quoter’s plans start at $129 per month.

Why choose Quoter?

• Secure online payments. Instead of processing quote payments on a third-party platform, you can settle payments quickly via Quoter. Each proposal you make here is inclusive of a secure payment link, which clients can access upon ordering.
• Lead management. As a multi-purpose software, Quoter also has lead management features.
• Performance tracking. Quoter assists you in tracking your quotes and sales performance.

13. DealHub CPQ

DealHub CPQ is one of the most acclaimed and recognized CPQ and sales engagement applications in the market today. It deploys a highly distinct collaborative sales engagement process built to streamline the quoting process. It assesses the prospects and engagements of a user, as well as interests, to prompt real-time insights. It is also easy to use. All users have to do is enter the product information and define their business policies and DealHub CPQ will do the rest. Furthermore, it facilitates the quoting process based on policies and requirements, prompting quotes that are aligned to the user’s workflows, specifications, and rules.

DealHub CPQ offers a by-quote plan only.

Why choose DealHub CPQ?

• Personalization. DealHub CPQ helps you develop and carry out a personalized purchase journey for each customer at every interaction phase.
• Engagement and collaboration with buyers. Your sales team can engage and collaborate with buyers, enabling them to touch the ground on dynamic and relevant content.
• Speedy selling process. You can embed tailored sizing, margin, and ROI calculators straight into your guided selling process. This feature helps your sales team and channel partners to come up with the right solutions at adequate price points.

14. Commercient SYNC

Commercient SYNC is a cloud-hosted data integration software that enables businesses to connect their ERP software and CRM together and automatically integrate data between the systems. Sales, marketing, support, and customer success teams can use it to amplify their productivity and efficiency. It also backs one-way integration. An ERP solution can be integrated with a CRM solution so it can easily retrieve updated data.

Commercient SYNC only offers a by-quote plan.

Why choose Commercient SYNC?

• Flexibility. Commercient SYNC is flexible in such a way that you can determine how regularly it should integrate data between your ERP and CRM systems. You can configure it to automatically integrate data every hour, day, week, or in real-time.
• Easy access to information. Commercient SYNC keeps your integrated ERP and CRM data in a secure and convenient cloud-hosted platform.
• Data security. This app guarantees that all the data you integrate from your ERP and CRM systems are kept safe.

15. PROS Smart CPQ

PROS Smart CPQ is a proven CPQ platform created to help sales representatives boost revenue and margin performance. It merges dynamic pricing science with its CPQ functionalities to navigate the current commerce experience. It strengthens the responsiveness of sales reps to customer requests, hence, making a meaningful and pleasant customer experience. It is the perfect platform for enterprise-class businesses, which include B2B services, high-tech, consumer goods, foods and beverages, health care, travel, and insurance, to name a few.

PROS Smart CPQ only offers a quote-based plan.

Why choose PROS Smart CPQ?

• Eliminates the hassles of spreadsheets. This program uses scientific algorithms to target the products a customer will most likely purchase.
• One-click configurations. PROS Smart CPQ deploys a constraint satisfaction programming engine to aid sales teams in providing custom configurations depending on a customer’s attributes.
• ERP, CRM, and PLM systems integration. PROS Smart CPQ is built to integrate with ERP, CRM, and PLM systems. It also plays well with Salesforce and Microsoft Dynamics CRM.

16. Verenia CPQ

Verenia CPQ is a full-featured, cloud-hosted integrated ecommerce, CPQ, and self-service system created to help businesses increase their revenues by improving the efficiency of their sales processes. This award-winning program helps in quote configuration in a fast, easy, and accurate manner. On top of that, its guided selling helps businesses to become more streamlined on the front end. This capability helps in selling products more swiftly and profitably.

Verenia CPQ only offers a by-quote plan.

Why choose Verenia CPQ?

• Minimizes errors. Verenia CPQ minimizes errors that arise from manual price configuration and quoting by 93%. Its user-friendliness also reduces time by 99%.
• Dynamic pricing click-by-click capability. This capability streamlines the quoting and pricing processes.
• Allows you to develop custom BOMs and routings. This feature eradicates the exigency to preset definitions for several never-used product models, end-items, and after-the-fact routing that affects all custom jobs.

17. Zomentum

Zomentum is a sales management tool designed to automate and streamline the sales processes of managed service providers. It aids in managing conversions, closing more deals, and expediting business growth. It widens the functionalities of an MSP CRM system by synchronizing other necessary tools and attributes, including electronic signature, proposal builder, and analytics.

Zomentum offers a free trial and a paid plan at $99 per MSP per month.

Why choose Zomentum?

• Sales funnel management. Designed with CRM functionalities, Zomentum lets you track every opportunity and ensures that your employees are informed of the tasks they have to work on.
• Hastens the process of making and sharing sales documents. Zomentum hastens the process of making and sharing sales documents, whether it is a proposal, quote, or contract. Its drag-and-drop proposal builder helps to quickly make proposals using imported or built-in templates.
• Insights and analytics. You can instantly gain insights into how your business is doing.

18. Price f(x)

Price f(x) is an in-depth price management and CPQ suite created to simplify the overall pricing processes for B2B and B2C customers. It is a configurable, hosted system that utilizes the latest technology to support the setting, controlling, realization, and price strategy stages of the price management cycle. It hosts intuitive modules, such as PriceAnalyzer, PriceOptimizer, PriceBuilder, PromotionManager, QuoteConfigurator, RebateManager, and IntegrationManager.

Price f(x) offers a free trial and a by-quote plan.

Why choose Price f(x)?

• Ultra-scalable architecture and technology. Startups can innovate more quickly and launch new features in fast, updated cycles.
• Support for all price optimizations. Price f(x) uses a set of analytical capabilities to address price and/or margin opportunities.
• Connects to any system. Price f(x) lets you connect to any system. It promotes the bidirectional exchange of transactional and master data, approved prices, contracts, and rebate records.

19. Sigma CPQ

Sigma CPQ is a user-friendly quote and order capture software for communication and digital solutions providers. It assists the front end of the omnichannel quote and order capture process to empower businesses in today’s customer-focused environment. It delivers the strength of the product catalog to sales teams, providing them with the ability to scale and tailor offers easily.

Sigma CPQ only offers a by-quote plan.

Why choose Sigma CPQ?

• Fosters high-value customer relationships. This program makes it easy for you to communicate with customers across channels and offer them custom services and products.
• Exhibits great catalog-driven know-hows. Sigma CPQ powers product development, selling, and delivery.
• Comprehensiveness. Sigma CPQ rules out error-prone human intervention and lessens the cost and time of service delivery. The robust ordering process reduces order fallout with precise orders strengthened by real-time authentication of product rules.

20. iQuoteXpress

iQuoteXpress is a cloud-based quote and proposal application that enables businesses to automate their sales estimating workflows. It helps sellers easily design extensive and precise proposals without consuming much of their time. Its CPQ solution offers strong sales enablement services that businesses require to improve and streamline their quote- and proposal-related processes. Integrated tools include proposal automation, powerful cataloging, integration with current systems, and analytics and reporting.

iQuoteXpress offers three various pricing plans, which start at $39 per user per month.

Why choose iQuoteXpress?

• Reflects your values and represents your company more precisely. The proposals and quotes generated by iQuoteXpress can reflect your values and represent your company more precisely. This is made possible by the software’s customized proposal templates.
• Customized and branded dashboard. This is where customers can store service and product materials that you offer.
• Back-end tracking tools. iQuoteXpress’ back-end tracking tools provide you with all-inclusive data.

Take Full Control of Your Sales Channel With CPQ Tools

A CPQ tool is deemed one of the most fundamental upgrades for present-day companies belonging to the product/service development and manufacturing industries. By deploying any of the solutions listed in this article, you can take full control of every moving part of your sales channel, whether you have a small, midsized, or enterprise-level business. At the same time, your sales department will come up with more ways to nurture leads and increase sales.

If you have not made up your mind yet, we highly recommend PandaDoc. The advanced software automates quoting, ordering, and contracting processes, making it one of the best CPQ tools on the market. It helps generate accurate sales quotes and deliver precise orders on the fly, whatever device you are using.

By Nestor Gilbert

Nestor Gilbert is a senior B2B and SaaS analyst and a core contributor at FinancesOnline for over 5 years. With his experience in software development and extensive knowledge of SaaS management, he writes mostly about emerging B2B technologies and their impact on the current business landscape. However, he also provides in-depth reviews on a wide range of software solutions to help businesses find suitable options for them. Through his work, he aims to help companies develop a more tech-forward approach to their operations and overcome their SaaS-related challenges.