CPQ Software

ConnectWise Sell is a professional quote and proposal automation software for IT solution providers. ConnectWise Sell offers a wide range of tools that enables IT solution providers to save time, quote more, and win big. Top features include professional quote or proposal templates, product catalog and sourcing, workflow automation, sales reporting, and integrations with best-in-breed solutions like Cisco, Dell, HP, and Salesforce.

Expedite Commerce lets you configure, price, quote, fulfill, provision, and bill your products and services on a commerce platform built on 100% Salesforce.com and integrated to multitude of enterprise apps. Your customers can see an unmatched level of 24x7 responsiveness without sacrificing the personalized experience from your team through a sophistication eCommerce storefront.

EASA enables customers to blend the agility and flexibility of Excel, with the convenience and security of a low-code platform. EASA has a unique approach to deploying existing, Excel spreadsheet-based tools as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers. Even sophisticated spreadsheets with VB and macros can be deployed with EASA. Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote), reporting, financial analytics, engineering calculations, and many more. Your existing spreadsheet becomes the “engine” for the web app, eliminating any need to extract the logic and reprogram in a separate solution. If your company has made a significant investment into an Excel-based tool such as CPQ calculators, insurance raters, engineering or scientific calculators, then EASA is the obvious solution.

eRep CPQ (configure price quote) software empowers manufacturers and distributors that need to simplify their complex quote-to-order processes with a modern cloud platform. eRep enables sales teams to accurately quote faster and sell smarter while accelerating growth with faster sales rep onboarding, enhanced business intelligence, and improved customer experience. eRep functions as an independent bridge between your CRM and ERP while remaining platform agnostic - meaning you don't have to use a specific CRM or ERP to take advantage of eRep's CPQ capabilities. From guided selling to multi-channel sales management, eRep can help you onboard new reps faster, follow up on sales activities, and give managers meaningful insights into your sales pipeline - even from independent reps! eRep goes beyond traditional CPQ by incorporating selection software and quote-specific product document generation - including technical drawings - making it an ideal choice for manufacturers!

PandaDoc empowers more than 35,000 growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electroniс signing in under 4 minutes. The five main use cases of PandaDoc are: - Proposals - Quotes - Contracts - eSignatures - Forms. PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use. For more information, including pricing and product features, visit us at pandadoc.com

OneBill is an end-to-end subscription management, billing, and revenue management platform that powers the entire customer lead-to-revenue generation experience. OneBill supports all types of billing models such as one-time billing, subscription billing, recurring billing, and usage-based billing. OneBill’s seamless integration with other enterprise systems such as carriers & service providers, payment gateways, accounting & admin, taxation, and CRM & ERP platforms is made possible with open APIs. The platform covers all aspects of a business from CPQ, automated order provisioning & activation, billing & invoicing, all the way to revenue reporting, customer subscription management, and channel partner commission management. OneBill has been helping SMBs, SMEs, and large enterprises to reduce billing errors, compliance risk and drive greater efficiency with an end-to-end billing and revenue management solution fully integrated with some of the world’s leading solutions.

incentX is a feature-rich, cloud-based platform that provides all the tools needed to plan, manage, and settle your incentives program—including commissions, rebates, royalties, bill-backs, and chargebacks. Best of all, it integrates with your existing Accounting / ERPs for a seamless, end-to-end experience.

QUOTE SMARTER, FASTER AND MORE PROFITABLY A single quote with an incorrect configuration can impact your hard-earned reputation. A misquoted price can tip a deal into the red. Why put your business at risk? servicePath is a configure, price and quote (CPQ) platform that is specifically designed to make complex quotes simple. Quotes that used to take days and involve multiple departments can be done in less than an hour in servicePath. Cut your risk of issuing a bad quote by having all the latest solution configurations and cost elements on one platform. Become more frictionless with servicePath.

Help your customers visualize custom products while you close deals faster with CanvasLogic's cloud-based product configurator software. This powerful software allows users to configure complex products in real-time with photorealistic 3D visualization. The Augmented Reality (AR) feature enhances your customers' experience and lets them dream about possibilities. Calculate pricing automatically with no errors while configuring the solution, and create a seamless sales process by integrating the CanvasLogic configurator with other sales enablement platforms including CRM, eCommerce, PLM, PIM, and ERP. For more than 15 years, CanvasLogic has been empowering customers and their partners with configuration-driven visualization solutions to digitize their sales, improve customer experience and grow their business faster. Founded in 2001, the company has won multiple design and innovation awards for modular 3D configuration software. The mission of CanvasLogic is to enable the

Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible.

BlueSnap's All-in-One Accounts Receivable Automation solution, formerly Armatic, is the highest rated software solution for Payment Processing, Billing/Invoicing, Recurring Billing and Subscription Management. Billing and Invoicing: Create beautiful invoices with our powerful invoice editor synced into your accounting system. Provide a customer portal, automatic charging, payment collection, and apply late fees. Recurring Billing & Subscription Management: BlueSnap provides enterprise-class subscription billing management for fast-growing businesses worldwide. Enable trial periods, manage plans, or prorate subscriptions. Payment Processing: BlueSnap is processor agnostic and provides integrations to all types of payment solutions from credit card payments, ACH, SEPA to wires. We handle partial payments, automatic failed payment retry, and automatic payment recovery.

DealHub's award-winning Revenue Amplification Platform offers the most complete and connected revenue workflow for your organization. Our zero-code solution empowers visionary leaders to connect their teams and processes, execute deals faster, and create predictable pipeline more effectively than ever before. Our platform centralizes B2B buyer communications and connects every stage of the sales lifecycle – all from one easy-to-use guided selling playbook. DealHub customers benefit from increased average deal size, faster time-to-revenue, greater sales rep productivity, and real-time buyer intent data. Our Revenue Amplification Platform includes: Configure-Price-Quote (CPQ) Contract Management Subscription Management DealRoom DealHub integrates natively with Salesforce, Microsoft Dynamics 365, Freshworks and other leading CRMs. Visit dealhub.io to accelerate your sales and revenue operations.

For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWerks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, QuickBooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more.

Zakeke is a cloud based, cross platform solution empowering online and offline stores to offer their customers live Product Customization. By integrating it with your store, your customers will be able to customize your products with texts, images, materials, colors and more, before they buy them. The 3D Product Configurator offer an immersive and unique 3D shopping experience with AR, transforming customers into creators! Use 3D & AR Visualization to engage users and easily show your catalog in unique detail. The most interactive visual experience boost revenues, reduce returns and increase confidence. The 3D & AR Viewer is compatible with all major browsers across all platforms. Loads instantly on all devices. No app or plugin installation is required to deliver 3D & AR content to millions of users. Open a link or scan a QR code and evolve your offer in real time.

Finally, a digital sales platform purpose-built for manufacturers that unites CRM, CPQ, and Commerce! Our end-to-end sales software flawlessly aligns your customers’ requirements with your production capabilities in ERP to help you sell and be easy to buy from. Reduce Costs Don't settle for misconfigurations, costing inaccuracies, or production errors. Unite your entire manufacturing sales process without failure-prone manual workarounds. Improve Your Sales Efficiency Find out how you can simplify your sales and watch your conversions soar by reimagining an effective sales process. Happy sales teams, happy customers. Gain a Competitive Advantage Are global competitors stealing your deals? Play to your strengths, showcase your product expertise, and scale your business in an ever-changing market. Increase Your Revenue Put the right offers in front of the right audience, at the right time. Engineer your growth by focusing on your sales management to yield higher results

Legalesign is UK-based enterprise software to send, sign and manage contracts online. Companies use Legalesign to gain significant productivity and financial benefits, increase their customers' satisfaction by removing the need for a printer and enabling them to sign from anywhere and, last but not least, relieve the burden of tiresome paperwork upon long suffering staff everywhere.

Provide quotes faster, control pricing, and win deals with Salesforce CPQ. A CPQ solution built for the world's #1 CRM platform, Salesforce CPQ gives companies the tools they need to take control of the sales process--from quote to cash. Salesforce CPQ is offered in three editions, including full Quote-to-Cash that supports billing and collection.

KBMax is redefining CPQ and ecommerce for manufacturers globally. Our product configurator can handle complex business rules, visualization, real-time pricing, CAD automation and website embedding. This end-to-end solution results in an awesome buying experience, a faster sales cycle, and a more efficient manufacturing process. We're different because we: Make it easy to sell and buy complex products faster Handle the most complex business rules with a visual, no-code engine that simplifies configuration and maintenance Automate rules, workflows, CAD drawings and documents to ensure accuracy and efficiency Eliminate the middleman, allowing customer to buy directly rather than through a sales person. Our product configurators can be embedded into any webpage Enable B2B2C when distributors and partners can sell directly to customers

CRM Software for Growing Small Businesses. Complete Customer Relationship Management, Helpdesk, Sales Tools & More. You’re busy. The last thing you need is another software program to keep updated. SwiftCRM side steps conventional CRMs, so you automate more, and send emails, calls, and postal mail right through the application – so you never have to copy & paste. Furthermore, it’s the #1 most customizable sales dashboard in the industry, so you or your team will feel right at home, with language, labels, statuses, and deal flow that match your systems. We believe software should conform to humans, not the other way around.

Create dynamic product bundles and specify internal rules and dependencies to prevent errors in configuring complex products compose quotes with products and configurable product bundles to make the best offers. Configure pricing rules and discount schedules to automate condition-based pricing apply special terms and get approvals to provide individual terms for your customers. Generate quotes PDFs using configurable branded templates, negotiate on terms, sign off deals automate recurrent quotes, and timely manage subscriptions. Visibility of all pricing and configuration rules applied. You'll be able to see how exactly was this price calculated at last! Automatic configuration capabilities for bundles and quotes. Configure conditional adding/removing products on the quote level, not just bundle.

Build top-quality, custom quotes in a short time with Technicon CPQ, a CPQ platform by Tacton and Technicon. Technicon CPQ enables sales staff to quickly turnaround accurate quotes, proposals and bid packages. Technicon CPQ allows users to generate their own quotes without any delay, allowing sales staff to focus on other opportunities. Technicon CPQ features multiple languages and currencies, web-based, online and offline capabilities, mobile compatibility, analytics and more.

Verenia CPQ for NetSuite is the only CPQ that is 100% NetSuite native and custom-built for manufacturing. It increases sales and reduces costs for makers of physical products. Because Verenia for NetSuite is 100% NetSuite native and resides in the Oracle Cloud, no integration or third-party software is needed. Data security and response times are ensured. Verenia CPQ for NetSuite increases sales, as reps can configure items with 100% accuracy 100% of the time. The manufacturing process is streamlined and costs are reduced through the elimination of errors and the automated creation of bills of materials (BOMs) and routings.

If you're looking for an affordable and easy to use CPQ solution, choose CIS Configurator. Designed to make quoting easy, CIS Configurator streamlines the sales process to empower sales teams to quickly configure, price and quote, complex products, helping to win more deals faster. The platform is a web-based software that offers a rule-based configurator, pricing management, integration with other ERP or CRM systems, centralized location for all quotes, and pipeline visibility.

Headquartered in Reading, United Kingdom, Workbooks offers growing companies a SaaS platform to run their business and engage effectively with their customers – at an affordable price. Its core CRM services are aimed specifically at mid-market organizations and extend beyond sales, marketing and customer services to include a full suite of marketing automation tools, as well as event management, order management and fulfillment, invoicing and supplier management functionalities. This is not a departmental solution, but a true end-to-end CRM solution. Workbooks designs, develops and implements its own software, which is used by customers to grow revenues, streamline business processes, get insights and improve their engagement with clients.

iDashboards provides easy-to-use, visually appealing, and cost-effective data visualization software for clients in a wide variety of industries. Our Operational Success Platform easily integrates with key data sources and users can quickly and effectively view and analyze critical performance metrics -- ultimately leading to enhanced decision-making capabilities. Increase transparency, reduce resource burdens, and improve decision-making with secure and shareable dashboards.