List of the Top 17 CPQ Software for Xero in 2026

Everstage stands out as the leading no-code platform for automating sales commission processes, significantly easing the burden on Operations and Finance teams while providing gamified incentives for sales personnel. This platform is trusted by numerous public companies and enterprises across diverse sectors, including SaaS, Business Services, Financial Services, Insurance, Real Estate, Life Sciences, Manufacturing, and Staffing. The customizable plan designer offered by Everstage accommodates various plan structures, all presented in a user-friendly design. Users can efficiently create and manage quotas, tailoring measurement periods, assigning multiple quota categories, and establishing ramp structures without any limitations. The platform eliminates the hassle of constant back-and-forth communication regarding change requests. Everstage also enables effective management of exception requests, queries, and approvals while maintaining a comprehensive audit trail. Moreover, it allows you to monitor the performance of your customer-facing teams, serving as a reliable source of truth for quarterly business reviews and annual planning. With Everstage, all necessary data fields for real-time commission calculations are seamlessly integrated, ensuring accuracy and efficiency in your commission processes. This comprehensive approach not only enhances operational efficiency but also boosts team motivation through gamification.

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.

HubSpot serves as an AI-driven customer platform that combines all the essential software, integrations, and tools required to unify your marketing, sales, and customer support efforts. By utilizing HubSpot’s connected platform, businesses can accelerate growth by prioritizing the most critical aspect of their operations: customer engagement. The HubSpot CRM goes beyond being merely a tool; it is the core of your business operations. This CRM solution empowers your team to cultivate stronger relationships with customers, fundamentally changing how you communicate with them. It provides a seamlessly integrated environment for sales, marketing, and customer service, enabling deep insights into your customer interactions. Everything is neatly organized within an intuitive dashboard that boosts your team's productivity. As your business evolves, our platform is built to scale, offering adaptable solutions that cater to your changing requirements. Additionally, HubSpot CRM features a robust free version filled with vital functionalities, making it an excellent option for forward-thinking businesses. This innovative CRM is set to redefine customer management; every customer interaction represents a chance for growth and improvement. You can schedule a demo to explore our premium offerings, or you may begin using our extensive range of free tools right away.

PandaDoc is a versatile document management solution designed for the creation and oversight of various business documents. This software is not only robust and secure but also offers seamless integration with other tools. Users can swiftly create, monitor, and sign documents, making their workflow more efficient. With PandaDoc, organizations can effectively manage a wide range of documents, including proposals, quotes, contracts, and HR materials, ensuring that all necessary paperwork is handled with ease. Additionally, its user-friendly interface enhances the overall document management experience for businesses.

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.

Manage your entire business operations seamlessly from a single platform. Oversee the full project lifecycle, from generating quotes to processing invoices, ensuring that sales, delivery, and financial data are integrated for a comprehensive view of your performance and progress in real time. Optimize your resource planning and forecasting effectively. Anticipate when to take on additional work and identify potential resource shortages before they arise, enabling you to make informed decisions about outsourcing or expanding your team. This approach ensures workloads are balanced, preventing burnout for some team members while others remain underutilized. Ensure that your business remains profitable. While completing projects is essential, understanding your profitability is crucial. Gain insights into which clients, projects, services, or teams contribute positively to your margins and which are detracting from them. This knowledge empowers you to make timely decisions about improving efficiency, adjusting pricing, or reducing expenses. Facilitate collaboration in the context of your work environment. With easy access to all files and discussions related to customers, projects, or tasks, you can eliminate the inefficiencies of constant status checks and document retrieval. All necessary information is available with just a single click, enhancing productivity and communication across your organization. By streamlining these processes, your team can focus more on delivering value and less on administrative tasks.

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.

Hyperline is an all-encompassing revenue management platform that effectively streamlines the quote-to-cash journey for modern businesses by merging CPQ (configure-price-quote), automated billing, subscription and usage-based pricing, invoicing, payment processing, and real-time analytics into a singular adaptable solution suited for complex pricing models and diverse customer needs. This innovative platform not only enables sales teams to quickly generate accurate, branded quotes, approvals, and contracts in direct alignment with your CRM but also allows finance departments to automate invoicing, revenue reconciliation, and access essential metrics like ARR and cash flow, all without the burdens of manual processes or spreadsheets. Moreover, the versatile pricing engine supports flat fees, seat-based pricing, usage-based billing, hybrid models, tailored terms, and subscription stages, allowing teams to fine-tune their offerings to satisfy customer preferences without needing engineering support. It also seamlessly connects with top-tier payment processors, CRMs, ERPs, and analytics tools to ensure all revenue data is synchronized and current, thereby enhancing operational efficiency across various departments. In essence, Hyperline positions organizations to thrive in a dynamic market by providing crucial insights and simplifying complex revenue management tasks.

Qwoty is an innovative CPQ (configuration, pricing, and quoting) solution tailored for B2B sales teams in various sectors, including manufacturing, retail, and SaaS, designed to produce accurate quotes while minimizing the challenges that often come with conventional enterprise CPQ systems. Leveraging advanced AI technology, it efficiently handles client communications such as emails, PDFs, Excel files, and images, generating a detailed and ready-to-send quote in mere moments, thus eliminating the tedious process of manual data entry and decreasing the likelihood of pricing errors. Beyond streamlining the quoting process, Qwoty addresses the entire quote-to-cash lifecycle, incorporating a diverse product catalog with different options and bundles, dynamic templates that support guided selling, multi-pricebook pricing, approval workflows, integrated e-signature features (compliant with eIDAS and UETA), interactive deal rooms, effective order management, and sales agreements that enable real-time consumption tracking. With 24 pre-built integrations with popular platforms like HubSpot, Salesforce, Pipedrive, SAP, Odoo, and Stripe, Qwoty guarantees smooth synchronization between your CRM and ERP systems, eliminating the burden of duplicate data entry. Users have observed remarkable improvements, including a 50% decrease in sales cycle duration and a 34% boost in conversion rates, highlighting the efficiency of this solution. Currently serving over 1,000 customers worldwide, Qwoty offers a deployment time of roughly one month, which is considerably quicker than the average six-month period typically required for other solutions, further enhancing its appeal in a competitive market. This rapid implementation not only accelerates operational efficiency but also allows businesses to adapt quickly to changing market demands, making Qwoty a valuable asset for any sales team.

Tidy3 is a cutting-edge, cloud-based platform designed for managing small and medium-sized enterprises, with the goal of transforming chaotic spreadsheets and various tools into a streamlined system that improves operations in sales, inventory, and customer management. This platform boasts a wide array of essential products, including CRM, Quote, Commerce, Catalog, Stock, and Work, which can either operate autonomously or be integrated for a seamless and customized workflow tailored to each business's needs. By consolidating customer data, communications, product specifications, pricing, and inventory into one centralized platform, it offers complete visibility throughout the customer journey, simplifies lead tracking, and guarantees reliable pipeline reporting. The system enables teams to efficiently generate accurate quotes, manage complex product configurations, and unify orders, pricing strategies, and customer information within a single, intuitive interface. Additionally, Tidy3's flexible modular structure empowers businesses to modify and expand their toolkit in accordance with their growth, ensuring they maintain efficiency and scalability over time. This adaptability allows organizations to stay competitive in an ever-evolving market landscape.

Alguna is an all-encompassing platform that streamlines the quote-to-revenue process, tailored for businesses in AI, SaaS, and fintech sectors that require agile, accurate, and flexible solutions throughout their revenue journey. By consolidating essential functions such as pricing, CPQ, billing, payments, usage monitoring, invoicing, and revenue recognition into one cohesive system, it allows teams to quickly deploy pricing strategies, automate revenue workflows, and work from a centralized data source. This cutting-edge platform resolves the complexities associated with disparate billing systems, minimizing manual tasks, unreliable integrations, data silos, invoice disputes, reconciliation issues, and potential revenue shortfalls usually linked with such arrangements. With its user-friendly no-code configuration and real-time metering features, Alguna enables businesses to hasten their monetization processes and grow effectively without increasing operational complexity, supporting a range of pricing models including subscriptions, usage-based pricing, outcome-oriented pricing, and hybrid approaches. Additionally, teams can readily establish pricing structures and discount strategies without any coding expertise, facilitating smooth interactions between quotes, subscriptions, invoices, billing, and revenue analytics, which significantly boosts overall efficiency. This capability not only enhances team productivity but also ensures that businesses can adapt to market changes more readily.

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.

HubSpot's AI-driven customer platform prioritizes your customers, empowering you to achieve more significant growth. It links your front-office teams by providing a comprehensive perspective on the customer journey, utilizing AI tools to ensure a smooth interaction with clients. This platform allows businesses to swiftly respond to emerging industry trends and technological advancements. Conventional CRMs fall short in fostering growth, as many aren't tailored to nurture customer relationships, a vital capability in today's AI-centric market where customers have the freedom to explore, assess, and make purchases at will. HubSpot's Customer Platform transcends traditional offerings by incorporating Smart CRM, which merges artificial intelligence with customer insights to facilitate adaptability. Additionally, it features solutions for engaging customers throughout their entire journey and boasts an extensive ecosystem that encompasses integrations, educational resources, and community support. Ultimately, this platform is meticulously crafted to enable businesses to forge deeper connections with their customers and accelerate growth effectively.

Quoter is a cutting-edge, cloud-based solution tailored for managed service providers (MSPs) that enhances the quote-to-cash workflow by automating over 30% of sales-related activities. It effortlessly connects with various systems including PSA, CRM, distributors, payment gateways, and accounting applications to pre-fill information regarding clients, products, and pricing. The platform supports an infinite variety of customizable line items and bundles, provides volume discounts, accommodates multi-currency pricing, and ensures precise tax and shipping calculations through integrations with tools like Avalara. Additionally, Quoter enables e-signatures and payment processing via platforms such as Stripe, PayPal, and ConnectBooster. Users can also take advantage of tailored branded templates and product configurators that feature both optional and single-select items, along with distributor pricing that reflects real-time inventory levels. To further boost efficiency, the platform includes email tracking, automated follow-up reminders, workflows for managerial approvals, and meticulous tracking of costs and margins, complemented by extensive reporting features on quotes, margins, user activity, and product performance. In addition, companies can leverage its powerful analytics to make strategic decisions, refine their sales strategies, and ultimately drive growth in a competitive market.

Quoter serves as a comprehensive online quoting platform designed to enable sales teams to swiftly and efficiently generate quotes. By optimizing the sales proposal and quotation processes, Quoter not only conserves valuable time but also enhances overall control, ultimately empowering sales teams to secure additional deals while lightening their workload. With features such as reusable templates for proposals and quotes, tracking for both quotes and emails, seamless online approval and payment systems, as well as integrations with CRM and accounting software, Quoter significantly simplifies the quotation process. This innovative platform facilitates the rapid creation of quotes, clears obstacles, and accelerates payment collection, making it ideal for technology service providers. Its user-friendly interface, combined with automated workflows and flexible pricing plans that support unlimited users, allows teams to produce an unprecedented volume of quotations. Within a matter of clicks, you can generate professional and precise quotes while being able to monitor when your proposals are accessed. Additionally, Quoter supports smooth integration with PSA, CRM, and distributor systems, maximizing efficiency and encouraging more individuals to engage in the quoting process. As a result, Quoter not only enhances productivity but also fosters growth in sales opportunities.

Presenting a cutting-edge software solution tailored for managing proposals, contracts, and quotes that simplifies your sales operations. Our state-of-the-art online quoting platform acts as the essential resource for automating documentation, boosting your CRM functionalities, and providing all the tools you need to transform potential leads into devoted clients. There’s no longer a need to switch between various programs like word processors, CPQ systems, eSignature platforms, and follow-up email services. With Quote Roller, you can easily create sales documents, leverage dynamic quoting options, secure electronic signatures, and enhance your sales processes all at once. Witness a significant 35% boost in your team's efficiency. By eliminating the repetitive elements tied to sales quotes and replacing outdated PDF proposals, Quote Roller empowers your sales representatives to close deals more promptly. You stand to save precious time—at least an hour for each document and several hours on every transaction. The automated manager review feature streamlines approvals, and the locked content ensures adherence to marketing, accounting, and legal requirements. Now, you can depend on consistently professional sales quotes and business proposals, guaranteeing a flawless experience for both your team and your clients. Additionally, this solution fosters collaboration among team members, allowing for quicker adjustments and updates as needed.

MonetizeNow emerges as the first-of-its-kind integrated platform tailored for quoting, billing, and usage purposes, specifically for B2B SaaS firms. It accommodates both simple self-service transactions and complex enterprise contracts, offering features like minimum commitments, prepaid credits, and pay-as-you-go pricing structures. Designed with the modern B2B SaaS landscape in mind, this platform fosters a unified ecosystem that brings together sales, finance, and engineering teams, allowing them to scale customer interactions efficiently without friction. By combining quoting, metering, billing, and reporting capabilities, MonetizeNow ensures a streamlined plug-and-play solution from the generation of quotes to the collection of cash across various sales channels. Organizations experience a significant reduction in manual tasks, which in turn allows for a greater emphasis on strategic pricing and innovative market entry strategies. Users can rapidly create intricate quotes and fully automate their billing processes, adeptly overseeing proration, co-term agreements, and renewal workflows to guarantee seamless operations. This ultimately leads to improved customer satisfaction and propels business growth, making MonetizeNow an invaluable tool for companies looking to enhance their operational efficiency. Additionally, its user-friendly interface and comprehensive features empower businesses to adapt swiftly to changing market dynamics.