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CPQ Software
Configure Price Quote (CPQ) software gives large companies the tools they need to provide accurate quoting, upselling, and bundling options in a rapidly changing, global economy.
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An open-source suite of integrated apps to manage CRM, PoS, Website, eCommerce, Sales, Accounting, Warehouse, HR, Marketing, and more.
Odoo is a fully integrated, customizable, open-source software packed with expertly designed, user-friendly 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 any company, regardless of size (or budget).
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Features
- Catalog Management
- Proposal Generation
- Electronic Signature
- Contract/License Management
- Guided Selling
- Contact Management
- Activity Dashboard
- Discount Management
- Renewal Management
- Price/Margin Management
PandaDoc is an all-in-one tool to create, edit, send, track, and eSign Quotes and other business documents quickly and easily.
PandaDoc is an all-in-one tool to create, edit, track, and eSign business documents quickly and easily. Discover a better way to generate professional-looking quotes. Win more deals with unlimited eSignatures, reusable templates, in-app editing, CRM integration, APIs, and 24/7 live human support. Our average user creates a document in under 4 min and reports a 20% increase in closed rates. Join 50,000 businesses that automate document workflow, speed up the pipeline, and win more deals!
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Features
- Catalog Management
- Proposal Generation
- Electronic Signature
- Contract/License Management
- Guided Selling
- Contact Management
- Activity Dashboard
- Discount Management
- Renewal Management
- Price/Margin Management
Bitrix24 is #1 free CPQ CRM with built-in quotes, invoices and proposal management. 15 million clients worldwide.
If you are looking for free quotation, proposal management and invoices software, you are in the right place. Bitrix24 is a free CRM with unlimited quotes and invoices. Unlike other free quotation invoice solutions, Bitrix24 quotes and invoices are fully customizable and come with powerful tools, like multiple currency support, taxes, automatic numbering, product catalog and email marketing.
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Features
- Catalog Management
- Proposal Generation
- Electronic Signature
- Contract/License Management
- Guided Selling
- Contact Management
- Activity Dashboard
- Discount Management
- Renewal Management
- Price/Margin Management
JobBOSS², formerly known as E2 Shop, promotes the profitability of scaling job shops by delivering a seamless quote-to-cash solution.
JobBOSS² promotes the profitability of scaling job shops, make-to-order manufacturers, and contract manufacturers by delivering a seamless quote-to-cash solution. A combination of JobBOSS expertise and the E2 Shop software, JobBOSS² has been helping five thousand shops increase profits by eliminating waste and streamlining operations. With an intuitive cloud-based solution and set of native mobile apps, JobBOSS² has all the tools and integrations you need to easily run your shop floor and back office operations.
Easily manage the daily demands of your job shop
• Take back valuable time with JobBOSS²s job shop
• Get real-time visibility into job profitability
• Gain accessibility, security, & efficiency with the cloud
• Become an ITAR/CMMC-compliant shop
Home-made compliance leaves companies more vulnerable to violations. Our JobBOSS² ITAR/CMMC solution is monitored by dedicated data custodians working around the clock to help you.
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Features
- Catalog Management
- Proposal Generation
- Electronic Signature
- Contract/License Management
- Guided Selling
- Contact Management
- Activity Dashboard
- Discount Management
- Renewal Management
- Price/Margin Management
Qwilr is a document design and automation tool for sales teams, including e-sign, analytics and smart integrations.
Create the perfect proposal, pitch, sales quote and more with Qwilr.
Stand out from the crowd with Qwilr's easy to use page builder, extensive image and video library, designer-created templates and more. Add interactive quotes, e-sign, and automate essential sales tasks with integrations to your CRM and business software. Move conversations forward faster with page notifications and analytics on how the page is viewed.
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Features
- Catalog Management
- Proposal Generation
- Electronic Signature
- Contract/License Management
- Guided Selling
- Contact Management
- Activity Dashboard
- Discount Management
- Renewal Management
- Price/Margin Management
Proposify streamlines CPQ tasks with simplicity, cost-effectiveness, and powerful integrations, without full CPQ complexity.
Proposify streamlines proposal management, offering features akin to CPQ systems but with a focus on simplicity and affordability. It's ideal for teams looking for an efficient, less complex alternative. Our software ensures seamless quote generation, team collaboration, and price consistency, with easy CRM and other business management tool integration. Designed for quick setup and ease of use, Proposify is perfect for sales teams preferring convenience over the extensive functionalities of traditional CPQ software.
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Features
- Catalog Management
- Proposal Generation
- Electronic Signature
- Contract/License Management
- Guided Selling
- Contact Management
- Activity Dashboard
- Discount Management
- Renewal Management
- Price/Margin Management
Ploomes is the largest CRM company based in Latin America, unifying CRM features with workflows and proposal automations.
Ploomes is the largest CRM company based in Latin America, helping leaders and sales managers on solving the main issue with CRM implementation: engagement. Unifying CRM features with workflows and proposal automations, Ploomes becomes the Sales hub of operations, granting visibility and trustful data to leaders and managers.
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Features
- Catalog Management
- Proposal Generation
- Electronic Signature
- Contract/License Management
- Guided Selling
- Contact Management
- Activity Dashboard
- Discount Management
- Renewal Management
- Price/Margin Management
Successful projects from quote to cash.
Scoro is a comprehensive work management software specifically designed to cater to the unique needs of service businesses that have grown weary of dealing with disjointed systems, unpredictable workloads, and shrinking profit margins. With its powerful features and intuitive interface, Scoro aims to streamline and optimize the entire workflow of agencies, consultancies and other professional service businesses, providing them with a unified platform to manage all aspects of their operations.
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Features
- Catalog Management
- Proposal Generation
- Electronic Signature
- Contract/License Management
- Guided Selling
- Contact Management
- Activity Dashboard
- Discount Management
- Renewal Management
- Price/Margin Management
Cloud based all in one shop operation solution with quoting, business intelligence, job board, and more for sign, print and apparel co.
ShopVOX is a comprehensive web-based, easy to use management solution for custom fabricators.
Our solution includes everything you need to run your shop - sales lead tracking, quoting, work orders, purchase orders, job management and scheduling, online proof approvals, Quickbooks integration, business intelligence, online credit card payments through Authorize.net, and much more.
Perfect for
- Sign companies
- Printing companies
- Apparel companies
- Custom manufacturers
- Job shops
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Features
- Catalog Management
- Proposal Generation
- Electronic Signature
- Contract/License Management
- Guided Selling
- Contact Management
- Activity Dashboard
- Discount Management
- Renewal Management
- Price/Margin Management
QuoteWerks is an easy-to-use quoting and proposal solution enabling companies of all sizes to streamline their sales process.
QuoteWerks is an affordable turn-key quoting and proposal solution with over 88,000 Users in 101 countries. What sets QuoteWerks apart is its 55+ integrations with CRM (such as ACT!, Autotask, ConnectWise, salesforce, MS Dynamics CRM, HaloPSA, HubSpot, Zoho, Outlook and more), Accounting (QuickBooks and Sage 50), Distributors (Ingram Micro, TD Synnex, and more), FedEx/UPS, Leasing, Sales Tax, Dell, Cisco, HP, CDW, and more.
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Features
- Catalog Management
- Proposal Generation
- Electronic Signature
- Contract/License Management
- Guided Selling
- Contact Management
- Activity Dashboard
- Discount Management
- Renewal Management
- Price/Margin Management
Award-winning enterprise work management software for project portfolio management (PPM) and professional services delivery teams.
Planview Clarizen is an award-winning enterprise work management solution for PMOs and professional services delivery teams. Robust project portfolio management (PPM) capabilities enable program managers and service team leaders to gain real-time visibility into work in progress, automate workflows, proactively manage risks, gain delivery confidence, and deliver greater business impact. Planview Clarizen is purpose-built for mid-sized and enterprise PMOs, EPMOs, PSOs, and ESOs.
Learn more about Planview AdaptiveWork
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Features
- Catalog Management
- Proposal Generation
- Electronic Signature
- Contract/License Management
- Guided Selling
- Contact Management
- Activity Dashboard
- Discount Management
- Renewal Management
- Price/Margin Management
Top document/proposal generation, mgt, e-sign & business relationship platform for collaboration, to nurture leads, close deals fast.
ClientPoint Enterprise platform helps you easily manage document and proposal generation, automation and business relationship workspaces (called ClientPoints) for prospects, customers and partners. Here you can schedule, message, video conference, share content, e-sign, and pay all in one place. Propose & close deals faster, serve & grow clients better, and transform your most valuable business relationships.
The enterprise platform allows for integration of your CRM and other tools, or use ClientPoint end point solutions to save on your tech stack.
ClientPoint has a content library, robust document creation, storage and template creation and other tools for sales decks, and proposals. Easily update all your partners in one step on a Content Management Platform that levels up how you feature your products and your partner solution.
Pricing varies depending on your company's needs, branding, and customization.
For basic users, there is a free ClientPoint.me platform
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Features
- Catalog Management
- Proposal Generation
- Electronic Signature
- Contract/License Management
- Guided Selling
- Contact Management
- Activity Dashboard
- Discount Management
- Renewal Management
- Price/Margin Management
Quotient streamlines the quoting process, making it easy to create, send, and manage quotes. Your customers will love it.
Quotient is simple to use online quoting software that lets you create, send, and manage your quotes. You'll save time, look more professional, and make more money with Quotient. It runs in a web browser – on Mac, Windows, and mobile iOS/Android. Quotient seamlessly integrates with Zapier, Xero, QuickBooks Online, Insightly, Capsule and MailChimp.
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Features
- Catalog Management
- Proposal Generation
- Electronic Signature
- Contract/License Management
- Guided Selling
- Contact Management
- Activity Dashboard
- Discount Management
- Renewal Management
- Price/Margin Management
MRPeasy is a powerful yet affordable ERP software trusted by 1500+ small manufacturers and distributors around the world.
MRPeasy is a cloud-based manufacturing ERP system for small manufacturers and distributors (up to 200 employees). It combines affordability and ease-of-use with powerful production and inventory management functionalities. MRPeasy brings together robust production planning and production scheduling, intricate bill of materials (BOM) control, comprehensive inventory, procurement, and order management, a manufacturing CRM module, full end-to-end traceability, shop floor control and reporting tools, and much more.
Always know your production costs and lead times, get accurate real-time data on all items and stock movements, generate automatic quotes and raise pre-filled sales orders in minutes, stay compliant, and expand your use case with built-in integrations for e-commerce, fulfillment, financial, and other business apps. Gain a complete overview of your manufacturing or distribution operation with MRPeasy. Start your free trial.
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Features
- Catalog Management
- Proposal Generation
- Electronic Signature
- Contract/License Management
- Guided Selling
- Contact Management
- Activity Dashboard
- Discount Management
- Renewal Management
- Price/Margin Management
DealHub CPQ - Generate professional proposals and pricing quotes in minutes with the #1 Rated CPQ.
Generate professional proposals and pricing quotes in minutes with the #1 Rated CPQ.
DealHub’s award-winning CPQ software allows sales teams to configure quotes and proposals faster with fewer errors. By minimizing administrative tasks and allowing sales teams to focus on engaging more effectively with buyers, DealHub helps sales operations reduce the sales cycle and increase revenue.
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Features
- Catalog Management
- Proposal Generation
- Electronic Signature
- Contract/License Management
- Guided Selling
- Contact Management
- Activity Dashboard
- Discount Management
- Renewal Management
- Price/Margin Management
A single cloud-based solution designed to support core finance processes like close and consolidation, reporting and compliance.
Workday Financial Management is a single cloud-based financial planning, accounting, and transactions solution. By combining transactions, accounting, analytics, and always-on audit in one system, Workday empowers decision-makers with in-the-moment and on-the-go financial and business insight they can act upon and plan for what's next.
Workday is the only cloud solution built on an adaptable architecture that empowers finance to address changing business needs quickly and securely with flexible finance and accounting processes. Thanks to this flexible framework, finance can incorporate M&A, pivot organizational structures, and add new requirements within minutes versus weeks or months. And Workday does this while providing pervasive internal control and auditability—documenting the who, what, and when as you go. And it is global at the core to ensure compliance with international and local market requirements as well as consistency across worldwide operations.
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Features
- Catalog Management
- Proposal Generation
- Electronic Signature
- Contract/License Management
- Guided Selling
- Contact Management
- Activity Dashboard
- Discount Management
- Renewal Management
- Price/Margin Management
Quote & Proposal Automation Anytime, Anywhere designed for IT Solution Providers
ConnectWise CPQ (formerly ConnectWise Sell) offers IT solution providers of all sizes a cloud-based quoting solution that enables the quote-to-cash process to run smoothly. Key features help technology businesses quickly generate quotes, follow up on them, & turn them into revenue with ease. Tight integrations with leading CRMs like NetSuite, Salesforce, & ConnectWise PSA provide end-to-end visibility into the sales pipeline from quote and proposal creation to ordering, fulfillment, and billing.
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Features
- Catalog Management
- Proposal Generation
- Electronic Signature
- Contract/License Management
- Guided Selling
- Contact Management
- Activity Dashboard
- Discount Management
- Renewal Management
- Price/Margin Management
partnertribe is designed for professionals and businesses that are looking for a "lean" deal flow management system
Want to create a digital business proposal effortlessly? Partnertribe is the tool for you! It helps you quickly build online proposals and share them with your prospects. They will see the proposal just like a web page and will be able to review and sign it online. Partnertribe also includes an automatic form builder to collect leads from your marketing campaigns and a related CRM to manage commercial opportunities, all in one place.
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Features
- Catalog Management
- Proposal Generation
- Electronic Signature
- Contract/License Management
- Guided Selling
- Contact Management
- Activity Dashboard
- Discount Management
- Renewal Management
- Price/Margin Management
Manage your resources, projects and financials with Certinia PS Cloud.
Gain unprecedented visibility into your business across services sales, service delivery and finance by putting your customer at the center of everything you do with Professional Services Automation software from Certinia. With Certinia PS Cloud you can easily manage teams across your entire organization. Schedule the right people, with the right skills, for the right projects at the right time and optimize the deployment of your people.
Learn more about Professional Services Cloud
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Features
- Catalog Management
- Proposal Generation
- Electronic Signature
- Contract/License Management
- Guided Selling
- Contact Management
- Activity Dashboard
- Discount Management
- Renewal Management
- Price/Margin Management
Automates every step of the billing process. From invoicing, collections, to taxes, handle it all with a single solution!
Take your revenue to new heights. Sell and bill on one platform. Configure, Price, and Quote complex deals all on the world's #1 CRM. Unify sales and finance with complete visibility across the customer lifecycle from quote to retention. Give Sales teams and channel partners the necessary tools to quickly configure, price and quote complex solutions. Automate discounts, pricing, and approvals to maximize revenue and margins.
Learn more about Salesforce Revenue Cloud
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Features
- Catalog Management
- Proposal Generation
- Electronic Signature
- Contract/License Management
- Guided Selling
- Contact Management
- Activity Dashboard
- Discount Management
- Renewal Management
- Price/Margin Management
Quoter is a quote-to-cash solution that increases capacity and reduces purchasing friction.
Quoter is a quote-to-cash solution that takes the pain and purchasing friction out of the MSP sales process. With Quoter your team can send quotes out faster without errors, track pending deals and close more revenue.
Quoter has over 25 integrations to plug into your existing CRM, PSA, Accounting Software and/or Payment Gateway. For MSPs selling hardware, we integrate with 4 major distributors with product search, real-time pricing and availability.
Today we serve over 1,600 partners. We joined ScalePad in 2023 to 5x our resources in partner support and product development. Getting started is easy. Upon signing up your business will be introduced to an onboarding specialist to assist with account configuration, custom templates, and integrations.
Quoter has an open API:
quotersoftware.github.io/docs
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Features
- Catalog Management
- Proposal Generation
- Electronic Signature
- Contract/License Management
- Guided Selling
- Contact Management
- Activity Dashboard
- Discount Management
- Renewal Management
- Price/Margin Management
Simplify and grow your business with your own custom Logicbox.
Logicbox helps companies grow by combining every facet of your business into a single, customized, cloud-based system. From account and lead management, CPQ and production, to invoicing, purchasing and inventory management, to distribution, installation and service, Logicbox streamlines and scales your critical daily processes. Choose Logicbox and get real-time visibility into all aspects of your operations, enabling you to grow your business and increase profitability.
Learn more about LogicBox
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Features
- Catalog Management
- Proposal Generation
- Electronic Signature
- Contract/License Management
- Guided Selling
- Contact Management
- Activity Dashboard
- Discount Management
- Renewal Management
- Price/Margin Management
Cacheflow is a deal-closing platform that automates quote to close, with complex usage-based pricing and flexible payments.
Cacheflow is a deal-closing platform that automates quote to close, with dynamic quotes, complex usage-based pricing, and interactive self-serve checkout.
Close deals up to 4x faster, make meaningful projections with customer insights, and boost ARR with flexible payment options and built-in financing.
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Features
- Catalog Management
- Proposal Generation
- Electronic Signature
- Contract/License Management
- Guided Selling
- Contact Management
- Activity Dashboard
- Discount Management
- Renewal Management
- Price/Margin Management
Streamline your business operations by changing how you quote and sell configurable products and services.
Configure One Cloud, from Revalize empowers manufacturers to create unique configurations, calculate pricing, incorporate production data, send quotes, and secure orders from a single application. Companies large and small are making Configure One the cornerstone of their digital transformation to deliver value to their customers.
Learn more about Configure One Cloud
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Features
- Catalog Management
- Proposal Generation
- Electronic Signature
- Contract/License Management
- Guided Selling
- Contact Management
- Activity Dashboard
- Discount Management
- Renewal Management
- Price/Margin Management
Online platform that via Parametric Design (Grasshopper) enables an affordable & flexible approach to online 3D product configuration.
At ShapeDiver we offer an ideal tool for cost-effectively displaying Product Configurators on the web. There is nothing like seeing your product through our technology for the first time. Request a demo and let us show you how parametric design can enable new possibilities for your company.
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Features
- Catalog Management
- Proposal Generation
- Electronic Signature
- Contract/License Management
- Guided Selling
- Contact Management
- Activity Dashboard
- Discount Management
- Renewal Management
- Price/Margin Management
