Configure, Price and Quote Applications Reviews and Ratings

What are Configure, Price and Quote Applications?

Gartner defines configure, price and quote (CPQ) applications as software that enables sales organizations to automate and optimize the creation of quotes and capture of orders.

A CPQ application is a sales tool that captures the new goods and services a customer wants to buy or the changes a customer wants to make to existing goods and services. While generally focused on assisted sales channels, CPQ capabilities such as product configuration and pricing must be shared with the self-service commerce channel. The new purchases and changes must be priced, and a binding contract must be formed with the customer before sending an order to downstream fulfillment systems.

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Salesforce is a company that integrates artificial intelligence with customer relationship management and data to create solutions for customer-related concerns. Salesforce's primary business problem is to enhance the interaction between businesses and their customers by leveraging technology.

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Conga is a B2B software solution provide whose contract lifecycle management (CLM); configure, price, and quote (CPQ); document generation; electronic signature; subscription management; and other associated solutions drive predictable revenue by aligning processes, teams, and technology under a unified data model throughout the revenue management lifecycle.

Conga is the aggregate of two SaaS providers, Conga and Apttus. Conga was originally founded to prove what was possible in the space of digital documentation, while Apttus was an innovator in quote-to-cash (QTC) solutions. On May 7, 2020, the companies merged with the goal to provide a comprehensive solution offering to manage the revenue lifecycle. Today, Conga’s global operations span North America, Europe, and Asia.

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PandaDoc is a company that aims to transform how small and medium-sized businesses handle their document-related tasks. Instead of relying on traditional methods, PandaDoc provides a platform where documents can be created, managed, tracked, and signed electronically. It's a modern solution for businesses, addressing a major business challenge of managing documentation in a time-efficient manner in the digital age. Businesses using PandaDoc have reported a significant decrease in document creation time and an increase in the rate of closing deals. The efficacy and reliability of the service offered by PandaDoc have been reflected in numerous customer reviews across various platforms.

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Oracle is a cloud technology company that offers computing infrastructure and software solutions globally. This organization has developed an autonomous database, the first of its kind, to help manage and secure data. Oracle Cloud Infrastructure presents functionalities to facilitate the transition of workloads from on-site systems to the cloud, and vice versa, as well as between different clouds. Oracle's cloud software applications provide modern tools designed to support sustainable growth and resilience in businesses. Tools developed by Oracle are used by a wide range of users including nonprofit organizations and businesses of various sizes, to aid in operations like supply chain streamlining, human resource management, financial planning and connecting data and global users. Apart from business solutions, Oracle's technology also aids in tasks ranging from government defense to scientific and medical research.

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Revalize operates with a goal to fortify businesses in their endeavors to design, model, develop and sell by improving results across the whole value chain. In fluctuating environments, the company provides a structured path from conception of an idea to generating revenue. Revalize specializes in CAD, PLM, and CPQ solutions and offers worldwide support, forming a unified source for increasing market speed, cutting down on costs, and simplifying complexity. Regardless of the commencement point of a business journey, Revalize aims to augment outcomes.

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SAP is a company that aims to improve operational efficiency worldwide. The primary focus is on helping customers optimize their business operations. SAP develops innovative solutions to support this objective. The company plays a crucial role in transforming industries by fostering opportunity and equality on a global scale. By collaborating with customers and partners, SAP is capable of making substantial changes across various industries, supporting the growth and development of economies and societies.

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Infor is a developer of business cloud software, with an emphasis on specific industries such as industrial manufacturing, distribution, healthcare, food & beverage, automotive, aerospace & defense, hospitality, and high tech. It aims to provides complete software solutions tailored to these industries, focusing on sustainable operational advantages, faster value realization and security. Infor produces enterprise applications and services designed to meet critical business needs. It also boasts a sizeable workforce and a customer base that extends to over 60,000 organizations across more than 175 countries.

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Bit2win, a creation of New Energy, is centered on the development of cloud technology solutions with a keen focus on improving Commercial offers and Product Catalog/Services. Established in 2011, Bit2win concentrated on crafting a vertical software product on a Salesforce platform. It was founded as a timely response to meet specific business needs as a software solution, consequently offering an innovative and agile application framework in Order Management and Enterprise Catalog fields. In 2016, Bit2win was acquired by Accenture as part of their Cloud First strategy, aimed at expanding and bolstering their position in strategy and technology consulting. By 2020, Bit2win redirected its focus on reinforcing companies to optimize their sales process. It has thus retained its role as a notable Salesforce Independent Software Vendor, further fortifying its place in the realm of Customer Relationship Experience. Bit2win provides solutions such as CPQ, Symphony BPM, and Loyalty.

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Oracle is a cloud technology company that offers computing infrastructure and software solutions globally. This organization has developed an autonomous database, the first of its kind, to help manage and secure data. Oracle Cloud Infrastructure presents functionalities to facilitate the transition of workloads from on-site systems to the cloud, and vice versa, as well as between different clouds. Oracle's cloud software applications provide modern tools designed to support sustainable growth and resilience in businesses. Tools developed by Oracle are used by a wide range of users including nonprofit organizations and businesses of various sizes, to aid in operations like supply chain streamlining, human resource management, financial planning and connecting data and global users. Apart from business solutions, Oracle's technology also aids in tasks ranging from government defense to scientific and medical research.

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Salesforce is a company that integrates artificial intelligence with customer relationship management and data to create solutions for customer-related concerns. Salesforce's primary business problem is to enhance the interaction between businesses and their customers by leveraging technology.

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CloudSense, established in 2009, is concentrated on enabling service enterprises to flourish in a digital-first economy through sales transformation aimed at enhancing productivity and profitability. The firm operates globally, assisted by a proficient team of over 350 consultants, business professionals, and engineers. CloudSense offers a series of applications used predominantly by communication and media providers to optimize the customer lifecycle. These solutions significantly enhance the user experience while improving overall business performance. The company's core offerings include CPQ and Order Management solutions. With a workforce distributed across 12 offices worldwide, including locations in Europe, the U.S., and Asia Pacific, CloudSense continues its focus on driving growth and agility within communications, media, and utilities companies.

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PROS is a company listed on the NYSE under the ticker symbol PRO. The firm specializes in providing Smart CPQ and AI-based solutions that promote growth through digital selling and eCommerce channels. These solutions offer predictive and prescriptive guidance, thus enabling businesses to dynamically price, configure, and sell their products and services with speed, accuracy, and consistency across diverse channels. The company capitalizes on years of data science expertise infused into its industry solutions to serve customers who are market leaders in their respective fields.

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Yagna Channel Ecosystem Platform is a digital platform that facilitates secure and smooth virtual transactions between vendors, distributors, resellers, and end customers. The platform focuses on transforming the channel through its automation suite of products designed specifically for vendors, distributors, and resellers. These products are aimed at improving various aspects of the channel operations such as Recurring Revenue Automation, CPQ Automation, Upsell/cross-sell Automation, and Channel Lead Distribution Automation. The use of Yagna Channel Ecosystem Platform enables streamlined and efficient channel management and transaction processes.

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Zuora provides a monetization platform to build, run and grow a modern business through a dynamic mix of usage-based models, subscription bundles and everything in between. From pricing and packaging, to billing, payments and revenue recognition, Zuora’s flexible, modular software solutions are designed to help companies evolve and scale monetization with demand. More than 1,000 customers around the world use Zuora’s combination of technology and expertise to transform their financial operations and how they go to market. Zuora is headquartered in Silicon Valley with offices in the Americas, EMEA and APAC.

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ConnectWise is a robust software platform designed to assist technology solutions providers (TSPs) in managing their as-a-service business. Originating from a single software solution developed to simplify MSPs' help desk and billing processes, the platform has extended its capabilities in various areas. The company's products now include solutions for business management, remote monitoring and management, remote control and access, quote and proposal automation, and cybersecurity risk assessments. In addition to these, ConnectWise also provides integrations with numerous essential vendors, thereby creating an efficient platform for The IT Nation.

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Epicor equips hard-working businesses with enterprise solutions that keep the world turning. For 50 years, Epicor customers in the automotive, building supply, distribution, manufacturing, and retail industries have trusted Epicor to help them do business better. Innovative Epicor solution sets are carefully curated to fit customer needs and built to respond flexibly to their fast-changing reality. With deep industry knowledge and experience, Epicor accelerates its customers’ ambitions, whether to grow and transform or simply become more productive and effective.

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The company's primary focus is providing robust B2B pricing and selling strategies to global manufacturers and distributors for over two decades. It ensures predictable and profitable outcomes by deploying advanced technology coupled with a solid pricing transformation process, which is executed by skilled professionals.

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Apparound is a digital solution aimed at enhancing sales efficiency by offering beneficial resources and tools to sales representatives. The platform is designed to alleviate the weight of routine manual tasks, thereby permitting sales staff to allocate more time towards fruitful interaction with potential clientele. The goal of Apparound is to ultimately escalate sales revenue, catalyze an uplift in sales performances, and enhance customer satisfaction.

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Tacton is a SaaS establishment with specialization in easing the sales process for manufacturers handling intricate products. The major strength of the company lies in its Configure, Price, Quote software which is praised for its exceptional product configuration and visualization abilities. Credited to its innovative product configuration capability, Tacton CPQ and CAD Design Automation were established. Tacton has been operational since 1998. The company is dual headquartered, with locations in Chicago and Stockholm along with regional offices in Karlsruhe, Warsaw, and Tokyo.

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QuoteWerks is the go-to solution for creating professional, branded quotes and proposals in just minutes. With over 115 integrations, including CRM/PSA, accounting, vendors, shipping, leasing, and payment gateway (Credit Card/ ACH) options.

Our supported integrations include ConnectWise, Datto’s Autotask, HubSpot CRM, Kaseya BMS, Microsoft Dynamics CRM, Outlook, QuickBooks, salesforce.com, SugarCRM, ZohoCRM, and a number of other leading CRM/Accounting solutions.

QuoteWerks is strategically designed to address the immediate needs of small to medium-sized enterprises, providing a scalable, integrated, and customizable solution that significantly boosts productivity, whether you're a single-user or part of an enterprise-level team.

With a global user base exceeding 88,000 users spanning over 101 countries, QuoteWerks has earned its reputation as the ultimate choice for generating quotes and proposals with unparalleled ease and efficiency.

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Features of Configure, Price and Quote Applications

Mandatory Features:

  • Order placement

  • Search and selection of products and services to sell

  • Extensibility framework that enables a company to set up the application for its processes, products and services

  • Negotiation of terms and proposal generation

  • Automatic pricing of the chosen products and services

  • Selection of product options and features (i.e., configuration)

  • Support for sales users, including integration with sales force automation solutions