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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Conga CPQ is a critical component of Conga Revenue Lifecycle Cloud, a set of unified products built on Conga Platform that enable customers to crush their unique revenue lifecycle complexities and increase revenue certainty. Conga CPQ leverages guided configuration and real-time configuration verification to act as a virtual coaching staff. By eliminating manual processes and driving better selling efficiency, CPQ lets reps generate quotes faster and more accurately, ultimately leading to bigger deals at a higher win rate.
Key benefits:
- A single revenue lifecycle solution where your pipeline, orders, invoices, and contracts always
match because they are all from the same data source
- Codified, rules-based configuration improves the accuracy of selling items and services
- Deliver up-to-date pricing and promotions across all channels
- Automate the approval process and reduce margin leakage
- Increase deal size with cross-sell and upsell insights, including full contract visibility
Salesforce CPQ is a software that enables businesses to automate and streamline the process of configuring, pricing, and quoting products and services. The software assists users in creating accurate sales quotes by incorporating pricing rules, discounting policies, product dependencies, and approval workflows. Salesforce CPQ guides sales teams through product selection and configuration, ensuring that quotes align with business policies. Integration with a customer relationship management platform allows for information consistency across sales processes. The software addresses the business challenge of reducing manual errors, improving quoting speed, and supporting complex pricing structures for organizations managing a wide range of products or services.
PandaDoc is a software designed to streamline document workflow processes for businesses. It enables users to create, manage, and e-sign digital documents such as proposals, quotes, contracts, and forms. The software offers features for document automation, collaboration, and secure electronic signatures, helping organizations reduce manual paperwork and increase efficiency in transactions. PandaDoc provides customizable templates and integrates with various customer relationship management and productivity applications, supporting sales operations and contract management. The software addresses challenges related to document creation, approval cycles, and compliance by offering centralized tracking, audit trails, and reporting capabilities.
Oracle CPQ is a software designed to streamline and automate the configure, price, and quote process for businesses. The software enables users to manage complex product configurations, pricing models, and quotation workflows, reducing manual errors and ensuring consistent pricing across sales channels. Oracle CPQ provides guided selling tools, approval workflows, and integration capabilities with CRM and ERP systems to optimize sales efficiency. It addresses the business challenge of lengthy and error-prone quoting processes by standardizing configuration rules, automating pricing, and generating accurate proposals. The software supports various industries seeking to enhance the accuracy and speed of their sales quoting activities.
Revalize CPQ is a software designed to streamline the configuration, pricing, and quoting process for businesses offering complex products or services. The software enables users to accurately configure offerings based on customer requirements, automate the generation of quotes and proposals, and apply pricing rules to ensure consistency. Revalize CPQ integrates with other business systems to support data synchronization and workflow efficiency. The software aims to reduce manual errors, accelerate sales cycles, and help organizations improve the management of their sales processes through centralized configuration and pricing management.
SAP CPQ is a software designed to streamline and automate the configuration, pricing, and quoting processes for businesses. It enables sales teams to create accurate quotes by guiding users through product configurations and applying pricing rules while ensuring compliance with business policies. The software integrates with other enterprise systems to facilitate seamless data flow and reduce errors associated with manual quoting. It aims to improve sales productivity by reducing time spent on quoting and configuration tasks and helps organizations manage complex products and services with a variety of customization options. SAP CPQ addresses the business need for efficient quote generation and improves the overall sales process workflow.
DealHub CPQ is a software designed to streamline the configuration, pricing, and quoting processes for sales teams. The software offers features such as guided selling, automated pricing, and real-time quote generation, enabling users to create accurate and customized sales proposals. DealHub CPQ integrates with customer relationship management and enterprise resource planning systems to facilitate seamless data flow. It supports approval workflows, document generation, and analytics to provide insights into quoting activity and sales performance. The software addresses challenges related to manual quoting, pricing inaccuracies, and inefficient approval cycles, helping organizations standardize processes and reduce errors in sales operations.
Infor CPQ is a software that provides configuration, pricing, and quoting capabilities for organizations that offer complex products and services. The software enables users to create accurate quotes by automating product configuration, pricing rules, and product specifications. Infor CPQ integrates with enterprise resource planning and customer relationship management systems to streamline the sales process, reduce errors, and improve operational efficiency. The software also includes visualization tools to assist users in selecting product options and generating detailed proposals. By supporting guided selling and automating key processes, Infor CPQ addresses challenges related to quote accuracy, product complexity, and order processing within various industries.
Salesforce Industries CPQ is a software designed to support the configuration, pricing, and quoting of complex products and services for industry-specific needs. The software streamlines the sales process by automating rules-based product configuration, pricing calculations, and quote generation. It addresses business challenges around manual processes, accuracy, and efficiency by providing tools to simplify the creation of quotes and proposals, manage product catalogs, and ensure compliance with pricing and discount rules. Salesforce Industries CPQ integrates with customer relationship management systems to improve sales productivity and supports industries such as telecommunications, insurance, and energy with tailored functionalities to handle specific product and service bundles.
Oracle Fusion Cloud Order Management is a software designed to automate and streamline order processing for businesses. It enables users to manage orders from capture through fulfillment, offering capabilities for order orchestration, pricing, and product availability. The software integrates with supply chain, inventory, and financial management systems to support end-to-end order lifecycle management. It addresses business challenges related to order accuracy, visibility, and efficiency by providing tools for configuring workflows, validating orders, monitoring fulfillment status, and handling exceptions. Oracle Fusion Cloud Order Management supports multi-channel sales processes, helping organizations coordinate complex order scenarios and ensure timely delivery while maintaining data consistency across enterprise functions.
bit2win CPQ is a software designed to streamline and automate the configuration, pricing, and quoting processes for businesses offering complex products and services. The software enables users to create accurate quotes by managing product configurations, pricing rules, and approval workflows. It supports customization and bundling of products, automates proposal generation, and integrates with customer relationship management and enterprise resource planning systems. bit2win CPQ addresses business challenges related to manual quoting, quote inaccuracy, and time-consuming approval processes, helping organizations improve operational efficiency, reduce errors, and accelerate sales cycles.
CloudSense Platform is a software designed to support organizations in managing and automating their sales and order processes across multiple channels. The software enables the configuration, pricing, and quoting of complex products and services, allowing for the creation and management of orders, contracts, and subscriptions. It integrates with existing enterprise systems such as customer relationship management and billing platforms, aiming to streamline workflow and enhance data consistency. The software addresses challenges related to handling product catalogs, managing customer data, and ensuring accurate order fulfillment, providing tools for end-to-end sales automation, product lifecycle management, and customer engagement.
PROS Smart Configure Price Quote is a software designed to streamline the sales quoting process for businesses. The software enables users to configure complex products and services, generate accurate price quotes, and manage pricing rules within a centralized platform. It automates the management of product options, discounting, and approvals, aiming to reduce quote errors and shorten sales cycles. The software integrates with customer relationship management systems and enterprise resource planning platforms, providing sales teams with data-driven guidance for pricing decisions. PROS Smart Configure Price Quote addresses the business need for efficient quote generation, margin control, and consistency in pricing practices.
Yagna Channel CPQ is a software designed to streamline the configuration, pricing, and quoting processes for businesses operating within partner and channel sales environments. The software enables users to configure products and services, generate accurate price quotes, and manage discounts and approvals, addressing the complexity of managing indirect sales channels. It supports multi-tier channel hierarchies and offers automation for deal registrations and quote approvals. The software includes features such as guided selling, quote versioning, integration with CRM and ERP systems, and analytics to monitor channel performance. Yagna Channel CPQ aims to help organizations improve quote accuracy, speed up sales cycles, and enhance collaboration with channel partners.
Zuora CPQ is a software designed to facilitate the configuration, pricing, and quoting processes for subscription-based businesses. The software enables users to create quotes for products and services that support recurring billing and usage-based pricing models. Zuora CPQ allows integration with existing CRM systems and delivers automation for pricing rules, approvals, and contract management. It provides tools for handling complex subscription changes, renewals, and amendments, aiming to streamline quote-to-cash operations and support flexible business models. The software addresses the business need for accurate quoting, subscription lifecycle management, and improved sales efficiency within organizations offering recurring revenue products and services.
ConnectWise CPQ is a software designed to streamline the quoting and proposal process for businesses. It enables users to configure products and services, generate quotes, and create proposals that align with customer requirements. The software integrates with various customer relationship management and enterprise resource planning systems to support sales workflow automation and accuracy in pricing. ConnectWise CPQ provides features such as guided selling, customizable templates, and automated approval workflows, helping organizations reduce errors and improve efficiency in managing quotes and orders. The software addresses common challenges in sales processes, such as manual entry errors and time-consuming approval procedures, by automating repetitive tasks and supporting seamless communication between sales and operations teams.
Epicor CPQ is a software designed to streamline the process of configuring, pricing, and quoting complex products and services for businesses in manufacturing, distribution, and related industries. The software provides a visual interface for product configuration, enabling users to create custom quotes by selecting options and features according to specific customer requirements. Epicor CPQ integrates with enterprise resource planning and customer relationship management systems to automate workflows and ensure data accuracy across business operations. The software addresses the challenges associated with manual quoting processes by reducing errors, enhancing collaboration between sales and engineering teams, and accelerating quote generation. Epicor CPQ supports the creation of quotes with detailed technical and pricing information, helping organizations respond efficiently to customer inquiries and improve operational efficiency.
Vendavo Intelligent CPQ is a software designed to help businesses streamline and automate the configuration, pricing, and quoting processes for complex products and services. The software integrates product and pricing information to ensure accuracy and compliance with business rules, enabling users to generate error-free quotes quickly. It offers guided selling tools, workflow management, and analytics capabilities to support sales teams in configuring solutions that meet customer requirements while optimizing profit margins. Vendavo Intelligent CPQ addresses challenges related to lengthy quote cycles, manual errors, and inconsistent pricing by providing a centralized platform that enhances efficiency, accelerates sales processes, and supports informed decision-making.
Apparound is a software designed to streamline sales processes by providing digital tools for quoting, pricing, and contract management. The software offers features such as configure price quote functionality, electronic signature capabilities, and sales content management, allowing sales teams to prepare proposals, present relevant information to customers, and finalize deals efficiently. Apparound integrates with various business systems to ensure consistency of data and supports both online and offline usage for flexibility during client interactions. The software addresses business challenges related to manual sales operations, reducing errors and accelerating the sales cycle by centralizing key sales activities within a unified digital platform.
QuoteWerks is a software designed to automate and streamline the process of creating sales quotes and proposals. It enables users to generate detailed and professional quotes by integrating with various CRM, accounting, and procurement systems. The software supports product and pricing databases, allowing users to import data, manage product lists, and maintain accurate pricing information. It features tools for configuring bundles, applying discounts, and including descriptive notes or attachments within quotes. QuoteWerks also allows tracking quote status, managing revisions, and converting quotes into orders or invoices, helping businesses improve accuracy, reduce manual entry, and increase efficiency in the quoting process.
Features of Configure, Price and Quote Applications
Updated January 2026Mandatory Features:
Automatic pricing of the chosen products and services.
Extensibility framework that enables a company to set up the application for its processes, products and services.
Support for sales users, including integration with sales force automation solutions.
Order placement.
Search and selection of products and services to sell.
Selection of product options and features (i.e., configuration).
Negotiation of terms and proposal generation.

















