List of the Top CPQ Software in 2025 - Page 2

CRM Solutions Tailored for Small Enterprises. Comprehensive tools for managing customer relationships, support, and sales are essential. With your busy schedule, the last thing you need is another application to manage. SwiftCRM offers an innovative solution that surpasses conventional CRMs. It empowers you to automate tasks and communicate via emails, calls, and even postal mail all within the platform, eliminating the need for tedious copy-pasting. Additionally, SwiftCRM features the industry's most adaptable sales dashboard, ensuring that you and your team can work comfortably with customized language, statuses, labels, and deal flows that align seamlessly with your existing processes. In essence, software should cater to human needs, ensuring a smooth and efficient user experience. By choosing SwiftCRM, you'll minimize distractions and maximize productivity.

Connectbase's Industry Growth Cloud serves as a comprehensive network of location intelligence that facilitates the development of growth opportunities for connectivity providers, bridging the gap between buyers and sellers. The esteemed ecosystem known as The Connected World integrates location intelligence with essential workflows, encompassing aspects such as pricing, prospecting, and market engagement. With a global footprint, the platform oversees more than 600 million locations, actively supporting the expansion efforts of over 150 service providers in the connectivity sector. This unique approach not only enhances operational efficiency but also fosters collaboration across the industry, contributing to a more dynamic market landscape.

Zomentum is a specialized sales acceleration platform tailored specifically for IT partners, integrating pipeline management, proposal and quote generation, sales automation, and comprehensive reporting and analytics to facilitate seamless sales for managed service providers (MSPs). With Zomentum, users can produce documents 70% faster, boost deal values by up to 600%, and enhance conversion rates significantly. Currently, thousands of MSPs leverage Zomentum to enhance their revenue streams, shorten sales cycles, and streamline the purchasing experience. Our platform has helped customers generate nearly $100 million in total revenues. We are dedicated to cultivating a reliable network of IT partners, fundamentally transforming the IT procurement process for small and medium-sized enterprises globally, ultimately driving efficiency and growth in the sector.

In a single easy step, you can generate your pricing and statement of work with the ScopeStack platform. This innovative tool allows you to seamlessly choose features from different technology categories, significantly simplifying the scoping procedure. No longer will you waste countless hours struggling with word templates and fixing grammar issues on your computer. As you choose various features and functions, ScopeStack automatically crafts the scope for you, ensuring a smooth experience. Furthermore, you can visually evaluate the profitability of your projects while utilizing key business metrics to facilitate automatic project approval, enhancing both efficiency and insight in your workflow. With ScopeStack, the entire process is not only streamlined but also empowers you to make better-informed decisions for your projects.

Quote Manager CPQ for Microsoft Dynamics 365 is a powerful add-on that integrates flawlessly with the Microsoft Dynamics 365 platform. Designed for efficiency, this tool enables sales teams to generate and send out professionally branded quotes in just minutes. What sets Quote Manager CPQ apart within Dynamics 365 is its capability to manage setup, configuration, and data all within one system, allowing for full customization and access to standard features such as queries, charts, views, and workflows. The solution takes advantage of Excel's export and import capabilities for straightforward updates to the Product Database, while also incorporating PowerBI dashboards and PowerApps to enrich analytics. Users can customize the appearance of quotes using standard Word Templates or various additional tools, making it versatile for different needs. The platform provides a robust search feature that allows users to explore an extensive catalog of over 10,000 products, filtering by category, make, supplier, and product description. Moreover, adding products to quotes is simplified, enabling the customization of layouts that incorporate comments and subtotals, with the option to modify descriptions as required. This all-in-one solution significantly enhances the quoting process, boosting overall sales efficiency and productivity, making it an invaluable asset for any team. With its user-friendly interface and rich feature set, Quote Manager CPQ is designed to meet the diverse needs of modern sales environments.

Having software crafted by an expert who comprehends the intricacies of various components can significantly improve your organization's efficiency. Established professional methods are crucial for fostering the growth of your enterprise. Fenzon's web-based application facilitates the management of offers and orders with an advanced product configurator specifically designed for intricate items, including specialized components and accessories that cater to industry demands. As the construction industry continues to adapt, Fenzon offers a comprehensive software package for your components, products, and services. The integrated product configurator not only simplifies the assembly of custom features but also provides state-of-the-art tools for product visualization and feasibility assessments, which are essential when selling windows and doors. With Fenzon, configuring windows becomes a breeze, thanks to its intuitive interface that enhances the efficiency of the offer and order generation process. This solution's key features not only address your specific requirements but also propel your success in a competitive landscape, reinforcing its dedication to effectively supporting your business goals and ensuring you stay ahead of the competition. By leveraging Fenzon, organizations can harness technological advancements to optimize their operations and deliver exceptional customer experiences.

BillingPlatform stands out as the sole revenue lifecycle management solution available globally, catering to a diverse range of sectors such as software, finance, media, transportation, and communications. This innovative platform empowers businesses to effectively capitalize on any product offering, whether it be straightforward subscriptions or intricate usage-based pricing strategies, as well as everything in between. It encompasses comprehensive support throughout the entire revenue lifecycle, managing everything from product setup and quoting to billing, invoicing, revenue recognition, and payment collections, all while operating on a secure, state-of-the-art cloud infrastructure. The exceptional adaptability of BillingPlatform enables organizations to tailor their market differentiation strategies, optimize their profit margins, lower operational expenses, and enhance the overall customer experience, ultimately leading to sustainable growth. As companies navigate an increasingly complex marketplace, having a robust tool like BillingPlatform can be the key to unlocking new revenue opportunities.

Quickly create personalized and detailed quotes, securely save them in the cloud, and effortlessly share them with your clients at the click of a button. Our aim was to develop a user-friendly and effective tool. With a short video tutorial, mastering quotadoo® can take just a few minutes of your time. By leveraging quotadoo®, you can drastically reduce the time spent generating and sending your quotes. Take back precious hours in your workday with quotadoo® to gain more control over your schedule. Improve the impact of your quotes with a sleek and engaging presentation. Enjoy time savings of up to 90% in comparison to traditional methods. Impress your clients and stay ahead of the competition by generating and presenting your quotes instantly during meetings, all from your tablet. There’s no need for complicated installations; thanks to our secure Cloud technology, quotadoo® is available anytime, anywhere—whether you are in the office, working from home, or out and about. This guarantees that you are always ready to cater to your clients' demands, regardless of your location. Embrace the flexibility and convenience that quotadoo® offers, and transform the way you handle quotes for your business.

Twenty5's iPE is designed to assist companies using SAP for their ERP needs, particularly those operating in project-driven sectors like professional services, aerospace and defense, construction, or any organization that relies heavily on assets, enabling them to enhance their project costing, planning, and pricing. This tool seamlessly integrates with widely-used CRM platforms, including MS-Dynamics and Salesforce, along with both its own and SAP's CPQ tools, transforming your organization's established practices and library of previous project templates into competitive and profitable bids that can be confidently submitted. By merging deep subject matter expertise with data science techniques for estimating based on historical performance, cost estimating relationships, and parametric estimating, iPE allows for the importation of critical master data, such as labor categories and rates from SAP, as well as products or bills of material from your PLM system. Furthermore, it facilitates the export of the finalized project to various project management systems, including SAP project systems, CPM, Primavera, or MS-Project, ensuring a comprehensive approach to project management that maximizes efficiency and profitability.

Enhance your advertising operations by streamlining workflows, which can save your teams significant time in both campaign setup and management. Effortlessly connect with various ad servers, including tailored solutions, and ensure seamless integration within your entire technology infrastructure. Voiro simplifies these processes, allowing you to prioritize your core objectives. By providing your teams with valuable data insights, they remain updated on growth prospects, potential revenue shortfalls, and a robust array of reports. This support empowers them to foster substantial growth for your organization. Shift your revenue metrics from being reactive to proactive by leveraging real-time, accurate revenue forecasts across all channels and business sectors. Cut down your monthly accounting and billing tasks to just minutes by utilizing Voiro’s real-time revenue reconciliation features. Customize and automate revenue reports that align with popular ERP systems, all backed by Voiro’s dedication to precision. Achieve complete transparency in your operations with Voiro’s APIs, which seamlessly transfer revenue data to all your downstream systems, keeping you competitive in the market. These tools allow you to concentrate on strategic expansion while Voiro expertly manages the intricate details, ensuring your organization remains agile and responsive to market demands. As a result, you can confidently navigate the complexities of advertising operations while driving meaningful innovations.

Transform your sales process with a premier quote-to-cash solution specifically designed for SaaS startups. Allow your clients to easily finalize their purchases, sign contracts, and process payments in one seamless action while tracking vital performance metrics from a single, integrated dashboard. Eliminate the inefficiencies of outdated spreadsheets and conventional sales approaches so you can concentrate on what’s really important: driving sales and maximizing profits. Provide a customer experience comparable to B2C transactions, establishing your software as the most user-friendly choice for consumers. By consolidating all key revenue data, you can improve your strategic decision-making and advance your business growth. This efficient strategy not only simplifies transaction processes but also equips you to seize new opportunities with greater agility and precision. Ultimately, this modern solution enhances customer satisfaction and loyalty, ensuring sustained success for your startup.

ShopXpert is a comprehensive manufacturing software solution that streamlines your entire production workflow by minimizing data entry and enhancing productivity. By automating a variety of tasks, it effectively reduces manual processes and inefficiencies that can negatively impact job shop performance. The software features an extensive collection of modules, including standard functionalities, a supplier portal, management for outsourcing, job tracking, an employee portal, vending solutions, a costing tool, customizable forms, task management, workstations, training notes, an academy for skill development, a time clock, in-app messaging, storage options, and QR code capabilities. Each module provides essential features like dashboard access, efficient management of customer and supplier interactions, document storage, customizable form options, task scheduling, employee time tracking, and real-time communication channels with suppliers. Moreover, it enables employees to oversee their tasks conveniently from tablets or smartphones, significantly reducing dependence on traditional desktop setups. This adaptability not only boosts operational efficiency but also encourages a more responsive and dynamic work culture, ultimately leading to improved overall performance.

Swiftly generate high-quality, tailored quotes with Technicon CPQ, a configuration, pricing, and quoting solution created by Tacton and Technicon. This dynamic platform equips sales teams to efficiently produce accurate quotes, proposals, and bid packages promptly. By allowing for the immediate creation of quotes, Technicon CPQ empowers sales professionals to focus on exploring additional opportunities. Its versatility includes support for multiple languages and currencies, web-based access for both online and offline use, a mobile-responsive design, and powerful analytics tools. With a multitude of features aimed at boosting productivity and optimizing the quoting process, Technicon CPQ stands as a comprehensive solution for businesses seeking to fulfill their quoting requirements effectively while adapting to various market demands. Moreover, its user-friendly interface ensures that even those new to the platform can quickly become proficient, making it an invaluable asset for any sales team.

Verenia CPQ for NetSuite stands out as the sole CPQ solution that is entirely native to NetSuite, specifically designed to enhance sales processes and minimize expenses for manufacturers of tangible goods. Operated entirely within the NetSuite environment and hosted on Oracle Cloud, it eliminates the need for third-party integrations, ensuring both data security and rapid response times. With Verenia CPQ, sales representatives can consistently generate items with absolute precision, streamlining manufacturing operations and cutting costs by removing errors while automating the generation of bills-of-materials (BOMs) and routings. This seamless integration empowers businesses to operate more efficiently and enhances overall productivity in the manufacturing sector.

Legalesign is an enterprise software solution based in the UK that enables users to send, sign, and manage contracts digitally. This platform is adopted by various companies to enhance their efficiency and financial performance, boost customer satisfaction, minimize reliance on printing, facilitate signing from any location, and ultimately alleviate the heavy workload of paperwork that often burdens employees. By streamlining the contract management process, Legalesign not only saves time but also contributes to a more environmentally friendly approach to business operations.

For individuals seeking an economical and easy-to-use CPQ solution, CIS Configurator stands out as a top option. This tool is designed to streamline the quoting process, significantly improving the productivity of sales teams by allowing them to quickly configure, price, and quote complex products, which in turn facilitates faster deal closures. As a web-based platform, CIS Configurator boasts a rule-driven configurator, robust pricing management features, smooth integration with various ERP and CRM systems, a centralized repository for all quotes, and improved visibility into the sales pipeline. Its user-friendly interface, combined with its powerful functionalities, makes CIS Configurator a catalyst for transforming how companies handle their sales processes. Furthermore, businesses leveraging this tool can expect not only efficiency gains but also a more organized approach to managing customer interactions and sales strategies.

Numerous prominent agencies and advertisers globally are utilizing SCOPE to effectively improve the management, pricing, and oversight of their scopes of work and budgets. By consolidating all scopes of work in one place, teams can easily view, collaborate, and approve deliverables, tactics, and budgets from any location. This approach results in a cohesive and easily accessible source of truth for all parties involved. Employing a unified tool for scope management guarantees that every member of the team maintains a consistent overview of ongoing work and progress made. SCOPE is distinguished as the only scoping platform that connects agencies and advertisers across diverse markets, specifically tailored for real-time collaboration among various teams, disciplines, markets, and agencies, thus nurturing a collaborative culture aimed at achieving success. From individual offices to a vast, interconnected web of agencies and advertisers, SCOPE offers each group a singular point of visibility where scopes can be jointly worked on, tracked, and evaluated. When all parties communicate within the same structured framework, it enhances the efficiency of informed decision-making. This degree of transparency fosters trust and lays the foundation for comprehensive analysis and ongoing process enhancements, while also enabling teams to respond swiftly to changes in project dynamics.

Since its inception in 2009, CloudSense has been dedicated to empowering forward-thinking service enterprises to succeed in a digital-first landscape by revolutionizing their sales processes to enhance productivity and boost profitability. With more than 100 successful CPQ implementations completed over the past 12 years, we have cultivated a worldwide team of over 150 solutions consultants who are committed to ensuring the success of every client interaction. Our experts combine extensive industry expertise with specialized CPQ knowledge, distinguishing CloudSense in our ability to achieve meaningful business results. We utilize a transparent and effective delivery methodology that is flexible enough to align with the unique objectives of each client. By navigating clients through the complexities and challenges associated with digital transformation, we help them mitigate risks and unlock value more swiftly. Prominent communications and media organizations, such as BT, Telstra, Informa, and Spotify, rely on CloudSense’s suite of applications to enhance the entire customer journey, ultimately delivering a superior customer experience while simultaneously driving better business outcomes. If you want to discover how CloudSense’s CPQ and Order Management solutions can facilitate sales transformation for your organization, reach out to one of our specialists today or explore our offerings at cloudsense.com.

Qmaze is an adaptable and intuitive solution designed for the efficient creation of quotes and product configurations, facilitating the swift generation of accurate quotes and orders tailored to your business requirements. Its seamless integration with ERP, CRM, and development platforms significantly boosts your e-commerce functionality. The potential applications are extensive, allowing for use within your organization, online, or through a dealer portal, thus guaranteeing that all quotations and orders are both exact and thorough. Clients can easily generate quotes and submit orders through a user-friendly web interface, while you can manage a diverse product portfolio that includes a variety of options and configurations. Additionally, Qmaze can be easily connected to your existing CRM and/or ERP systems, ensuring smooth operations. Both dealers and customers have access to a specialized portal that enables them to monitor all quotations and orders in real time, available in any language and accessible from anywhere in the world. Whether hosted in the cloud or on your own servers, Qmaze offers the flexibility and dependability necessary for your business's demands. With Qmaze, not only can you improve customer satisfaction by providing quick access to vital information, but you can also streamline the entire transaction process for enhanced efficiency and effectiveness. This comprehensive approach ultimately leads to better business relationships and increased sales opportunities.

iDashboards enables users to transcend the limitations of traditional spreadsheets by integrating data from various sources into interactive and personalized dashboards. This allows for a more comprehensive view of the information at hand, enhancing decision-making processes.

GleanQuote's CPQ engine simplifies the creation of complex quotes, enabling you to craft customized solutions for clients in mere minutes. It enhances the organization of sales and product knowledge into a cohesive method that drives your team toward the best outcomes for customers. Your team can create effective proposals effortlessly, utilizing a vast selection of fully customizable templates that showcase your services. Moreover, by integrating guiding frameworks and analytical tools into your sales processes, your team can stay focused and aligned with their goals, which boosts overall productivity. With these capabilities, GleanQuote not only speeds up the quoting process but also cultivates a more strategic environment for sales, ensuring your team is equipped to succeed. This comprehensive approach empowers your business to respond rapidly to client needs while maintaining a high standard of service.

CRM that continues beyond the closing stage. TeamGram is an integrated CRM solution that enables collaboration among team members to enhance both sales outcomes and customer experience. It facilitates the generation of quotes, order tracking, and task assignments for mobile teams. With TeamGram's dashboard, you gain immediate access to crucial business metrics, eliminating the hassle of navigating through spreadsheets. This feature allows for swift identification of priorities and expedites decision-making. The pipeline view consolidates all your deals in a single interface, ensuring you can concentrate on your upcoming actions. You can effortlessly move your deals between different pipeline stages using a simple drag-and-drop mechanism, empowering you to manage your sales process effectively while staying informed. Additionally, TeamGram fosters a collaborative environment, enhancing communication and alignment within your team.

Introducing the ultimate 3D Visual Product Configurator designed for seamless integration with any eCommerce platform, including Magento, WordPress, and WooCommerce. This fully web-based tool operates effortlessly across all devices and browsers, ensuring accessibility for users anywhere in the world, from Australia to the United States. With Designtool, you can craft your ideal environment, be it an office or any customized space, using advanced 3D models that bring your vision to life. Backed by over five decades of business acumen and two decades of web expertise, complemented by more than five years dedicated to 3D technology, we pride ourselves on being a client-focused provider of innovative web solutions tailored to meet your needs. Our commitment to exceptional service ensures that we are here to support you every step of the way as you create stunning visual experiences.

The Excel-to-Word Document Automation Add-in enhances the efficiency of transferring content from Excel to Word and PowerPoint, facilitating seamless integration of diverse elements like text, lists, tables, images, and charts. It allows users to establish connections to this "dynamic" content for easy updates. This functionality supports both the modification of current documents and the creation of new ones, drawing data from any Excel workbook, whether freshly created or in active use. It proves especially beneficial for producing regular reports and customized documents that need ongoing revisions. In addition, users can leverage their workbooks and documents as templates, as any Word or PowerPoint file connected to the workbook via the core add-in can act as a template. The add-in streamlines the processes of linking, testing, uploading, and managing document templates alongside associated Excel resources, which ensures smooth document management and content updates across different platforms. Not only does this automation tool enhance productivity by minimizing manual effort and errors in document creation, but it also provides users with the flexibility to quickly adapt their materials as needed, further optimizing their workflow.

Discover the only all-encompassing and integrated solution within the industry that is set to transform your quoting and renewal processes. By streamlining complex and labor-intensive tasks, you can tap into the full growth potential of your agency. The processes of configuration, pricing, and quoting are essential for any insurance brokerage; however, numerous brokers still rely on outdated, manual workflows that are susceptible to mistakes and can result in inferior customer experiences. Zywave CPQ - Benefits differentiates itself as a frontrunner with its state-of-the-art solution that automates vital phases in a benefits buyer's journey. Utilizing data-driven insights, you can configure a range of benefit options, providing your clients with strategic insights that are invaluable. Improve the quoting process through instant access to carrier pricing, along with the capability to craft professional, custom-branded proposals. In summary, embracing Zywave CPQ - Benefits allows you to enhance your sales and service capabilities, ultimately propelling significant growth for your agency. This forward-thinking approach not only boosts operational efficiency but also redefines how brokers engage with their clients, creating a more rewarding overall experience. Furthermore, by adopting such innovative solutions, you position your agency as a leader in an increasingly competitive market.