List of the Top 25 CPQ Software for Windows in 2025

EASA provides an innovative approach to transform Excel spreadsheets into secure, tailored web applications that can be accessed through a web portal by both internal and external personnel, including partners, resellers, suppliers, and customers, as well as those utilizing subscription-based applications (SaaS). In contrast to alternative solutions, EASA allows for the deployment of complex spreadsheets that include VBA, macros, and add-ins without the need for converting logic and formulas, which can be retained and reused effectively. Furthermore, EASA enhances spreadsheet capabilities by offering advanced features such as genuine database functionality, seamless integration, and efficient workflow management. Typical applications of EASA include implementing spreadsheets for CPQ (configure price quote), insurance rating, financial analytics, engineering calculations, and numerous other uses. Before embarking on extensive and uncertain development projects or migrating all your Excel functionalities into a commercial offering, it is advisable to consider EASA. Organizations such as AIG, Voya, HP, and Caterpillar are among its clients, making it a solution worth investigating for those seeking to optimize their spreadsheet applications. By exploring EASA, businesses can leverage their existing Excel expertise while gaining access to enhanced capabilities.

Odoo is a highly customizable and open-source software solution that features a wide array of professionally crafted business applications. With its user-friendly database, Odoo addresses various business requirements, encompassing areas such as CRM, Sales, Projects, Manufacturing, Inventory, and Accounting. This versatile software is suitable for businesses of all sizes and budgets, making it an ideal choice for diverse company needs. The cohesive design of Odoo enhances operational efficiency and helps businesses save valuable time. Each module is designed to work harmoniously, providing a fluid experience as users navigate from one application to another. Automation capabilities allow users to streamline numerous tasks that would typically require manual entry across various systems. Odoo fosters collaboration among team members by consolidating all critical business functions onto a single platform, which ultimately enhances productivity and organization within the company. Furthermore, its adaptability ensures that businesses can continually evolve and tailor the system to their changing requirements.

QUOTE WITH GREATER INTELLIGENCE, SPEED, AND PROFITABILITY An inaccurate quote has the potential to damage your credibility and the trust you've built over time. A misquoted price can jeopardize a deal. Safeguard your business interests. ServicePath is a versatile configure, price, and quote (CPQ) platform designed to simplify the quoting process. With ServicePath, you can quickly generate quotes that typically take hours and require input from various teams. This platform provides a comprehensive view of the most current cost factors and solution setups, significantly minimizing the chances of issuing an incorrect quote. Overall, ServicePath streamlines your business operations, making it more appealing for clients to engage with you. Additionally, it enhances collaboration among departments, ensuring a smoother quoting experience.

ConnectWise CPQ, which was previously known as ConnectWise Sell, streamlines the creation of professional quotes and proposals for IT solution providers, making the entire process more efficient. This powerful toolset allows IT providers to not only save significant time but also enhance the value they deliver to their clients. Among its standout features are customizable proposal and quote templates, a comprehensive product catalog, automated sourcing capabilities, insightful sales reports, and integrations with industry-leading software such as Cisco, Dell, and HP. Crafting intricate sales quotes can be a labor-intensive task that may consume hundreds of hours weekly for your sales team. By utilizing ConnectWise CPQ™, the complex task of assembling detailed quotes and proposals is simplified through the use of tailored templates, automated sourcing, and smooth integration with professional services automation (PSA) systems, ultimately transforming how IT solution providers operate. This advancement not only boosts productivity but also allows sales teams to focus more on building relationships with clients.

Incorporate QuoteWerks, a powerful software solution for sales quoting and proposals, into your CPQ and Quote-To-Cash sales workflow. To streamline the creation of sales quotes and proposals, QuoteWerks stands out as a top-tier Configure-Price-Quote (CPQ) tool that enables organizations to enhance their sales processes, leading to quicker and more efficient transactions. This versatile platform provides smooth integrations with PSA/CRM systems, connects with QuickBooks and Sage 50, facilitates credit card payment processing, and includes features for approval and peer review, along with quote labor management, Word-based proposal generation, and an insightful dashboard for performance tracking. Additionally, QuoteWerks is designed to adapt to the unique needs of your business, ensuring a tailored approach to sales efficiency.

Epicor CPQ, previously known as KBMax, is transforming the CPQ landscape for manufacturers around the globe. Our advanced product configurator adeptly manages intricate business rules, visual representations, pricing strategies, CAD automation, web integration, and real-time pricing adjustments. This innovative solution enhances the purchasing experience, accelerates sales cycles, and streamlines manufacturing procedures. What sets us apart is our ability to: - Facilitate quicker sales of complex products while simplifying the purchasing process. - Utilize a visual, no-code interface that makes the configuration and maintenance of complicated business rules straightforward. - Automate workflows, CAD drawings, and documentation to boost precision and efficiency. - Eliminate intermediaries, allowing end customers to purchase directly from manufacturers instead of relying on sales representatives. Our product configurators can be seamlessly integrated into any website. - Enable B2B2C transactions, empowering distributors and partners to sell directly to consumers, further expanding market reach. This approach not only benefits manufacturers but also enhances customer satisfaction.

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.

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.

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.

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.

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.

We help retailers, manufacturers, and designers elevate their online offerings to a premium level. Our solution integrates seamlessly with any eCommerce platform and is accessible on any web-enabled device. It accommodates all types of products and allows for limitless combinations. Transform the traditional shopping experience into a digital one, boosting your sales in the process. Present your entire range of products with precision and showcase all variations in stunning 3D, available in real-time. Customers can explore products in exceptional 4K resolution, rotating and zooming to examine every detail from all angles. Empower customers to tailor products to their specific preferences or luxury standards, with options for diverse shapes, colors, and accessories. For those selling customizable items, our platform facilitates quicker transactions by enabling the creation of virtual products. Customers can easily visualize, design, configure, and test their selections in real-time, ensuring they find the perfect match for their needs while enhancing their overall shopping experience.

3CAD enhances efficiency by automating and consolidating processes such as design, pricing, order validation, and manufacturing, thereby significantly reducing the need for manual input. This level of automation not only minimizes the likelihood of expensive mistakes but also lowers operational costs through better resource management and waste reduction. Available for access from any device and location, 3CAD ensures a smooth and efficient experience for managing furniture orders from initiation to completion. Key Advantages: 1. CNC Machine Connectivity: Facilitate direct integration with CNC machinery, allowing for the seamless transfer of manufacturing specifications which shortens production lead times. 2. Error Minimization: Improve the production workflow by removing manual data entry, which diminishes the risk of errors and promotes consistent quality. 3. Production Efficiency: Enhance manufacturing processes with automated generation of technical documents and item listings, leading to improved shop floor operations. 4. User-Friendly Interface: The intuitive design of 3CAD allows users to easily navigate and utilize its features, making it accessible for individuals of varying technical expertise.

Transform your customer engagement with Cincom CPQ, an advanced configure price quote solution designed specifically for manufacturers and businesses that manage complex products and services. This adaptable tool is available in both cloud and on-premise versions, equipped with features focused on enhancing the B2B customer experience, enabling digital transformation, increasing sales effectiveness, simplifying product configuration, and improving sales proposals, among various other advantages. By utilizing Cincom CPQ, organizations have the opportunity to not just meet but surpass customer expectations, which in turn fosters growth and success in a competitive market landscape. Moreover, its comprehensive capabilities ensure that companies can streamline their sales processes efficiently while maintaining high-quality service standards.

Axonom's Powertrak CPQ Software Suite is an innovative cloud-based platform that is optimized for mobile use, designed to simplify and improve the processes of sales quoting, pricing, and product configuration. By facilitating quicker access to product and pricing information, Powertrak enables sales teams and channel partners to accelerate lead conversion. Additionally, Powertrak offers seamless integration with widely used business applications including Microsoft Dynamics 365, Salesforce, Oracle, NetSuite, and Macola Software, enhancing its utility across various business environments. This level of integration ensures that users can effectively leverage their existing tools while benefiting from Powertrak's capabilities.

Enhance the IT Solution Design Process - Netformx DesignXpert stands out as a premier solution in enterprise technology design, specializing in multivendor configurations and proposal generation on a global scale. Available both in the cloud and as a desktop application, DesignXpert simplifies the design workflow through its sophisticated graphics-based functionalities, enabling users to generate intricate and visually appealing network designs, drawings, and schematics with ease. It seamlessly integrates with Visio® and Cisco Commerce Workspace (CCW), allowing for rapid production of precise designs that are grounded in the customer's actual network data, which can be sourced from Netformx Discovery™. Additionally, DesignXpert ensures that you remain informed about the latest products and services, facilitating the swift creation of tailored multivendor proposals that encompass design schematics, BOM, and SOW, ultimately boosting both profitability and customer satisfaction. Furthermore, the comprehensive Netformx KnowledgeBase™ serves to validate designs, affirming its status as an indispensable tool in the industry. With this innovative platform, IT professionals can not only improve their design efficiency but also elevate the quality of their client deliverables.

Revalize offers tailored software solutions aimed at enhancing growth for manufacturers, their distribution partners, and end customers. For many years, those in the manufacturing and distribution sectors dealing with products such as pumps, motors, compressors, blowers, valves, and actuators have relied on the FPX Intelliquip Selling Cloud along with our specialized Selector and Configure-Price-Quote (SCPQ) tools to efficiently and profitably choose, configure, price, and sell their intricate engineered goods throughout various sales and distribution networks. By implementing an automated, permission-based approval system, the collaborative selling approach enables rapid generation of comprehensive and precise quotation packages. Our Industry Vertical Solutions are backed by over thirty years of expertise and are designed to support leading brands in the market, ensuring that they remain competitive and responsive to customer needs. This commitment to industry knowledge and innovation positions Revalize as a trusted partner for businesses striving to refine their sales processes and improve customer satisfaction.

The Experlogix CPQ solution empowers sales teams to generate precise quotes for configurable products and services. By utilizing a logic-driven rules engine, Experlogix CPQ allows product and engineering teams to manage options, combinations of features, pricing, and discounts effectively. Additionally, it streamlines processes like discount approvals, which facilitates faster sales for representatives and ensures that quotes are consistently accurate. This efficiency not only boosts sales productivity but also enhances customer satisfaction by providing reliable pricing information.

Apparound transcends the typical CPQ by serving as a comprehensive sales tool that enhances representatives' effectiveness in negotiations, streamlining their daily tasks and facilitating greater customer engagement. This solution features ten modules that oversee the entire sales process, from configuring offers to processing order collections, ensuring a seamless experience for sales teams. By integrating various functionalities, it empowers sales representatives to focus on building relationships and closing deals more efficiently.

Aicomp specializes in providing transformation software designed for both service and manufacturing sectors, delivering comprehensive End-to-End solutions. Our main objective is to shift from mass production to mass personalization, ensuring that every consumer receives exactly what they desire. This capability allows our clients' brands to tailor their offerings, which has been shown to enhance customer loyalty and trust. One of our flagship tools, the VCPowerPack, stands out as a leading product configurator specifically designed for the manufacturing industry, helping to digitize production processes. By integrating our VCPowerPack into both SAP's Cloud and on-premises platforms, we facilitate mass customization production (MCP). Our goal is to streamline intricate products through a dynamic and intuitive interface that empowers customers to articulate their needs while also aiding in calculations and manufacturing processes. The latest iteration of our software merges two pivotal digital transformation strategies: CPQ – Configure, Price and Quote, and CtC – Configure the Configurator, further enhancing our offerings in the market. With these advancements, we are committed to driving efficiency and responsiveness in manufacturing.

Enabling Life Sciences companies of all scales to boost their revenue growth while enhancing productivity, Cube RM provides a specialized AI-driven Tender Management system tailored for the Life Sciences sector. The aim is to assist businesses in maximizing their reach within the tender market, spotting new opportunities, and gaining insights into the competitive landscape of each market to improve their chances of winning. Additionally, the platform streamlines the tender preparation process, promoting efficiency and effectiveness. Utilizing AI and Natural Language Processing, our solutions gather and scrutinize essential tender market information from around the globe, converting it into valuable market intelligence. This empowers organizations to make strategic decisions and take proactive measures, ultimately leading to better revenue outcomes and sustained growth in a competitive industry. With Cube RM, Life Sciences organizations can navigate the complexities of the tender landscape with greater confidence and precision.

In the rapidly changing business environment of today, companies face increasingly complex market challenges. They frequently need to tackle sophisticated custom demands in the B2B realm by calculating costs on a per-item basis and incorporating personalized elements into their configured offerings. With calcIT, organizations can adeptly meet diverse customer requirements while fully automating their quoting and calculation procedures. Even after contracts are signed, calcIT’s project management features help maintain comprehensive oversight. The software boasts significant customization options, enabling it to reflect your unique needs and digitally illustrate your operational processes, thereby improving both clarity and productivity. calcIT emerges as a powerful software solution, enriched with extensive CPQ functionalities, allowing precise definitions for your calculation needs, proposal generation, and product configuration. Whether you are pricing a single screw or conducting in-depth evaluations for complex proposals, calcIT is tailored to fulfill your exact requirements. This versatility not only enhances efficiency but also ensures that your business remains nimble and responsive to the evolving market landscape. As a result, organizations can stay competitive and adapt quickly to new challenges as they arise.

A significant benefit of this feature is that your organization will always have access to the most current pricing information, models, and options from manufacturers participating in the program. With our robust relationships with manufacturers, we can effectively carry out automated updates for price books and manufacturer data, removing any doubt regarding the accuracy of the quotes and orders you generate. These updates are seamlessly integrated into the software and are frequently available on the same day they are released by the manufacturers. Additionally, SRA guarantees that any enhancements or modifications to the software are automatically applied, ensuring you have access to the most up-to-date version and features. Beyond providing updates for manufacturers and software, SRA also enables the remote distribution and refreshing of dealer data and media to all users within your organization, which significantly enhances overall functionality and user experience. This capability is vital for maintaining a streamlined workflow for your team, effectively reducing any potential disruptions that could stem from using outdated information. Furthermore, this comprehensive approach not only supports efficient operations but also fosters a more agile response to market changes and ensures your organization remains competitive.

The encoway CPQ product suite emerges as a top-tier option for product configuration, pricing establishment, and quote generation. Thanks to its modular architecture, this solution effortlessly accommodates a variety of industries while upholding the principles of established product standards. Such flexibility guarantees that encoway CPQ provides a solid foundation for navigating the challenges associated with marketing complex, multi-variant products, both in the present and future. The sales configurator is essential for producing flawless product variants and crafting coherent, visually appealing quotations. Moreover, this configurator supports current customers, prospective clients, and new leads, enabling them to interact with multi-variant products and services through websites, dealer portals, and trade shows. Additionally, the centralized structure of the encoway CPQ platform optimizes the creation of product logic, promotes efficient upkeep of product data, and eases the importation of information from various systems. This feature-rich solution not only streamlines sales processes but also significantly enhances customer engagement and satisfaction, paving the way for future growth and innovation. Ultimately, organizations can leverage encoway CPQ to refine their operational capabilities and foster stronger connections with their clientele.