List of the Top 22 CPQ Software for Microsoft Dynamics 365 in 2025

IncentX stands apart from typical sales commission software; it revolutionizes the way businesses approach incentive management. In an era where maximizing efficiency is crucial, incentX simplifies intricate calculations, making them feel like a breeze. By synchronizing the goals of your sales team with the broader objectives of the company, it fosters a unified workplace culture. Gone are the days of manual computations. Our platform offers swift and precise results, with seamless integration capabilities, particularly with major systems like SAP and Oracle NetSuite, ensuring continuous data connectivity. Yet, it goes beyond mere number crunching; our comprehensive analytics offer profound insights that inform and enhance your strategic planning. The efficient processes minimize the risk of errors, bringing together various teams, from sales to finance, in harmony. Every engagement with a customer presents a chance for growth, and incentX helps to maximize these critical moments, nurturing long-lasting relationships. With incentX, you elevate your management practices to new heights, paving the way for exceptional performance. In the competitive landscape, this software empowers you to not only keep pace but to lead the charge in your industry.

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.

BlueSnap's comprehensive Accounts Receivable Automation solution is highly acclaimed as the top software for processing payments, managing billing and invoicing, overseeing recurring billing, and handling subscription services. With our intuitive invoice editor, seamlessly integrated into your accounting framework, you can design visually appealing invoices while also creating a customer portal that facilitates automatic charging, the collection of payments, and the imposition of late fees. For rapidly expanding businesses around the globe, BlueSnap provides robust subscription management and recurring billing functionalities, allowing you to set up trial periods, effectively manage ongoing subscriptions, and implement proration as needed. Additionally, BlueSnap supports a wide range of payment processing options, accommodating credit card transactions, ACH and SEPA transfers, as well as wire payments, while efficiently managing partial payments, automatically retrying failed transactions, and recovering payments without hassle. Our solution is designed not only to enhance operational efficiency but also to improve the overall payment experience for both businesses and their customers.

GetAccept serves as a comprehensive platform for e-signature, contract management, proposal development, sales materials organization, document tracking, and prospect engagement. It caters to the needs of various teams, including sales, HR, customer success, and development, offering popular functionalities such as personal video messaging, live chat, and analytics. The Digital Sales Room encompasses two key components: a Deal Room, which facilitates the journey from initial meeting to proposal, and a Contract Room, guiding the process from proposal acceptance to final agreement. In the Deal Room, you can enhance your chances of closing deals by fostering seamless collaboration between buyers and sellers within a unified environment. This space allows users to upload sales materials, develop mutual action plans, and communicate with potential clients in real-time. The Contract Room enables sales representatives to excel by creating impressive proposals swiftly. They can either start with a blank canvas using the in-app editor or leverage intelligent templates for dynamic, branded contracts. With its extensive range of tools aimed at boosting success rates, GetAccept is a leader in the evolution of digital sales processes, ensuring teams have everything they need to thrive in a competitive marketplace. This innovative platform not only streamlines the sales process but also enhances the overall customer experience through effective communication and collaboration.

DealHub's highly acclaimed platform for Configure-Price-Quote (CPQ), Contract Lifecycle Management (CLM), and remote selling empowers sales teams to engage in meaningful conversations with potential buyers throughout their purchasing journey. Users of DealHub gain access to immediate insights into buyer behaviors and sales analytics, which accelerates their revenue generation and provides a competitive edge in the market. The features available on the DealHub platform include Guided Selling Playbooks, Subscription Management, Digital DealRooms, Dynamic Content Generation, real-time analytics on buyer intentions, and E-signature capabilities. Additionally, DealHub seamlessly integrates with major CRM systems such as Microsoft Dynamics, Salesforce, and Freshsales, enhancing its utility and effectiveness. This integration not only streamlines processes but also ensures that sales teams can operate more efficiently, enhancing their overall performance and client interactions.

At Workbooks, we accompany you throughout your entire journey, providing CRM software and services from one reliable source. When you choose Workbooks, we demonstrate our commitment to your success by co-funding your CRM project as you progress. This philosophy, which we refer to as Shared Success, means that your achievements are intertwined with ours. The goal of Shared Success is to minimize the likelihood of your CRM project encountering issues and to lower the costs associated with its implementation. Here’s how we facilitate this process: 1. We begin by hosting a co-funded workshop to help you identify what you need to meet your business objectives before you commit to purchasing software. 2. Once you decide to invest in Workbooks, we contribute to your implementation, ensuring you receive a tailored CRM solution at a competitive price. 3. Additionally, our co-funded customer success program ensures that your business processes are adaptable and that your CRM evolves alongside your growth. This unique approach contributes to our clients’ loyalty, with an average retention period of over 10 years, and more than 1,000 businesses globally rely on Workbooks to enhance collaboration, efficiency, and operational effectiveness. Ultimately, we believe that your success fuels our own, creating a mutually beneficial partnership.

eRep CPQ (Configure Price Quote) software enables manufacturers and distributors to streamline intricate quote-to-order workflows through a contemporary cloud-based platform. With eRep, sales teams can generate precise quotes swiftly and enhance their selling strategies, ultimately driving growth by expediting the onboarding process for sales representatives, improving customer interactions, and providing better business insights. Functioning as a standalone connector between your ERP and CRM systems, eRep is versatile and doesn’t require a specific ERP or CRM to utilize its CPQ features effectively. This tool supports the management of your sales pipeline through guided selling techniques and facilitates multi-channel sales, making it beneficial for independent representatives who assist in onboarding new team members more efficiently. Beyond conventional CPQ functionalities, eRep also offers selection software and the capability to generate product-specific documents, including technical drawings, which makes it particularly advantageous for manufacturers looking to optimize their sales processes. In addition, eRep's advanced features empower businesses to adapt to changing market demands with agility and precision.

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.

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.

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.

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.

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.

BestCPQ software provides an outstanding solution for users of Salesforce, allowing businesses to create detailed quotes that comply with complex product, pricing, and regulatory requirements, which ensures that sales teams quickly have the necessary resources to close larger deals efficiently. Tailored for organizations with diverse products, services, and distribution networks, it amplifies the effectiveness of Salesforce CRM to reach its fullest potential. One significant benefit of BestCPQ is its smooth integration with your ERP system, making essential information easily accessible to the relevant sales staff. This strong link guarantees that finalized orders can directly impact ERP processes, thus removing the need for redundant data entry tasks. Operating on the reliable commercial SYNC platform, BestCPQ enhances connectivity between front office and back office operations. With BestCPQ implemented, sales representatives and partners gain immediate access to intricate product configurations, pricing models, and business guidelines, which enables them to create accurate quotes swiftly. This capability minimizes mistakes while also empowering sales teams to achieve improved business outcomes, thereby nurturing stronger customer relationships. The efficiency and effectiveness of sales processes are significantly improved, making BestCPQ an indispensable asset for any organization striving for operational excellence. In summary, BestCPQ emerges as a crucial component for enhancing sales productivity and overall business function.

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.

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.

Renewtrak functions as a comprehensive automation solution tailored to connect the global tech landscape, significantly improving the dynamics of the renewals and subscription economy. Our platform equips businesses with the tools to effectively oversee their recurring revenue streams while simplifying the quoting process via complex distribution networks, enabling them to present customized and pertinent renewal options for an array of licenses, support, maintenance, and annuity contracts. By automating renewal reminders, we assist teams in conserving precious time while guaranteeing that every account receives attention, leading to higher renewal rates. This renewal process can also be utilized as a pivotal opportunity to strengthen relationships with existing customers. Our system allows clients to investigate options, utilize self-checkout, and complete transactions effortlessly, thereby speeding up the quote-to-cash cycle. Renewtrak introduces a consumer-like digital purchasing experience commonly found in B2C contexts into the B2B realm, not only facilitating renewals but also promoting customer growth. The automation of repetitive tasks enables your team to focus on more impactful initiatives. In addition, our dashboard features AI-generated renewal likelihood scores, which deliver instant insights into performance metrics in real-time. This fusion of automation and data analysis empowers businesses to make strategic decisions while elevating customer engagement throughout the renewal journey, ultimately leading to sustained success and improved client satisfaction.

XaitCPQ (Configure Price, Quote) consolidates intricate product, pricing, and business rules into a single centralized platform, enabling real-time automation and efficiency. This system empowers organizations to secure more contracts while enhancing their profit margins. By simplifying the process for customers to accurately price and assemble the correct combinations of products and services, we facilitate a smoother experience. Additionally, it shortens the sales cycle and removes potential obstacles, allowing sales teams to deliver the optimal solution to the appropriate customer at the ideal moment. As a cloud-based platform, XaitCPQ grants sales representatives the flexibility to operate from any location and on any device, while management can easily track the progress of purchases, including their status and assigned personnel. With this innovative solution, there are unprecedented opportunities to increase sales and add value to customer interactions. Furthermore, the ability to adapt to changing market demands ensures that organizations remain competitive and responsive.

Transform your clients' shopping experience by providing an interactive and visually appealing selection process that captures their attention and keeps them engaged. This strategy not only gives your sales channels a significant competitive advantage but also facilitates a more rapid conversion journey. Implementing such a method will allow for more effective product sales, minimizing costly errors and redundancies, which can significantly shorten the sales cycle. By streamlining your fulfillment process across the organization, you can generate heightened interest, leading to an increase in potential leads and a higher volume of quotes through an intuitive quoting system. Meeting customer demands with quicker quote-to-delivery times will enhance your win rates while decreasing dependence on internal resources. Additionally, you can automatically create accurate proposals along with necessary fulfillment documents, which will accelerate the launch of new products by quickly adapting to market trends. Ultimately, this all-encompassing strategy will not only improve customer satisfaction but also foster sustained business growth and innovation, allowing you to stay ahead in a competitive landscape.

Say goodbye to pre-production challenges. Elfsquad is designed specifically for creators, streamlining the sales and production workflows to enable sellers and buyers to effortlessly configure intricate products. With Elfsquad, your sales teams, dealers, and customers can easily navigate complex product configurations. The platform simplifies the understanding of these products for all audiences. This is where Elfsquad stands out: a quote generated through Elfsquad not only ensures a precise configuration but also aligns perfectly with customer needs. Additionally, it seamlessly integrates with various IT applications, as the configuration marks only the start of a comprehensive logistical journey. Elfsquad can connect with any software, including ERP, CAD, CRM, Outlook, Excel, and your local storage solutions. By digitalizing your entire operations, Elfsquad empowers your software to effectively promote your products, which is another significant advantage. Unlike typical software solutions, Elfsquad is crafted by individuals with expertise in sales, rather than IT professionals, recognizing that your top IT specialist may not necessarily excel in sales. This unique approach ensures that the platform meets the real-world demands of sales teams, enhancing their ability to succeed.

While CPQSync from Cincom is relatively new to the market, the company itself has a rich legacy of over fifty years and has been involved in the CPQ field for approximately 25 years. This wealth of experience, which includes both triumphs and challenges, has played a crucial role in informing the development of CPQSync, allowing it to be enriched with significant insights and expertise. The combination of this seasoned knowledge with fresh, innovative concepts guarantees that users and clients benefit from impactful solutions tailored to their needs. CPQSync distinguishes itself as a solution that is both cloud-native and specifically designed for Microsoft Azure, representing a noteworthy advancement for Cincom. The shift to a cloud environment was motivated by our unwavering commitment to improving customer experiences regarding both quality and diversity of services offered. This cloud-centric strategy not only enhances our flexibility in product development but also allows us to respond effectively to evolving customer demands as the market continues to shift. Moreover, this transformation highlights our ongoing dedication to enhancing our offerings and ensuring customer satisfaction remains at the forefront of our mission. As a result, we are poised to meet future challenges with confidence and agility.

Imperium Dynamics Sales CPQ is a sophisticated quote management system that seamlessly integrates with Microsoft Dynamics 365 Sales. This powerful solution encompasses all the necessary functionalities for easy product configuration, quick quoting, efficient order creation, and seamless execution of business operations. Furthermore, it enhances the overall sales process, allowing teams to function with heightened accuracy and efficiency. By optimizing workflows, it empowers sales professionals to focus more on building relationships and closing deals effectively.