Quick Overview
- 1#1: Salesforce CPQ - Enterprise CPQ solution deeply integrated with Salesforce CRM for configuring, pricing, and quoting complex products.
- 2#2: Oracle CPQ - Cloud-based CPQ platform enabling dynamic pricing, configuration, and quote generation across sales channels.
- 3#3: Conga CPQ - AI-driven CPQ and document automation tool that streamlines quoting and contract management in CRMs.
- 4#4: SAP CPQ - Intelligent CPQ software providing guided selling, personalized pricing, and seamless quote delivery.
- 5#5: DealHub - Revenue platform with AI-powered CPQ for faster quote creation and buyer engagement.
- 6#6: PandaDoc - Document automation software for creating, sending, and tracking quotes with CRM integrations.
- 7#7: Proposify - Proposal and quoting platform that designs interactive quotes with e-signatures and analytics.
- 8#8: QuoteWerks - Robust CPQ software for distributors to build accurate quotes from product catalogs and pricing.
- 9#9: HubSpot Sales Hub - CRM platform with built-in quoting tools, templates, and deal management for sales teams.
- 10#10: Zoho CRM - Affordable CRM featuring advanced quoting, inventory management, and product catalog integration.
We ranked these tools by evaluating integration depth, automation capabilities, user experience, and overall value, ensuring a balanced view of robustness, accessibility, and impact across different organizational scales.
Comparison Table
Effective CRM quoting software streamlines sales workflows by combining configuration, pricing, and quote generation; this comparison table explores leading tools like Salesforce CPQ, Oracle CPQ, Conga CPQ, SAP CPQ, DealHub, and more, analyzing features, scalability, and integration to help readers identify the best fit for their business needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Salesforce CPQ Enterprise CPQ solution deeply integrated with Salesforce CRM for configuring, pricing, and quoting complex products. | enterprise | 9.4/10 | 9.8/10 | 7.2/10 | 8.5/10 |
| 2 | Oracle CPQ Cloud-based CPQ platform enabling dynamic pricing, configuration, and quote generation across sales channels. | enterprise | 9.1/10 | 9.6/10 | 7.8/10 | 8.7/10 |
| 3 | Conga CPQ AI-driven CPQ and document automation tool that streamlines quoting and contract management in CRMs. | enterprise | 8.7/10 | 9.3/10 | 7.8/10 | 8.2/10 |
| 4 | SAP CPQ Intelligent CPQ software providing guided selling, personalized pricing, and seamless quote delivery. | enterprise | 8.4/10 | 9.2/10 | 7.1/10 | 8.0/10 |
| 5 | DealHub Revenue platform with AI-powered CPQ for faster quote creation and buyer engagement. | specialized | 8.7/10 | 9.1/10 | 8.4/10 | 8.2/10 |
| 6 | PandaDoc Document automation software for creating, sending, and tracking quotes with CRM integrations. | specialized | 8.3/10 | 8.6/10 | 8.9/10 | 7.9/10 |
| 7 | Proposify Proposal and quoting platform that designs interactive quotes with e-signatures and analytics. | specialized | 8.4/10 | 8.6/10 | 9.1/10 | 8.0/10 |
| 8 | QuoteWerks Robust CPQ software for distributors to build accurate quotes from product catalogs and pricing. | specialized | 8.2/10 | 9.1/10 | 6.8/10 | 7.9/10 |
| 9 | HubSpot Sales Hub CRM platform with built-in quoting tools, templates, and deal management for sales teams. | enterprise | 8.5/10 | 8.7/10 | 9.2/10 | 8.3/10 |
| 10 | Zoho CRM Affordable CRM featuring advanced quoting, inventory management, and product catalog integration. | enterprise | 7.8/10 | 8.2/10 | 7.5/10 | 9.0/10 |
Enterprise CPQ solution deeply integrated with Salesforce CRM for configuring, pricing, and quoting complex products.
Cloud-based CPQ platform enabling dynamic pricing, configuration, and quote generation across sales channels.
AI-driven CPQ and document automation tool that streamlines quoting and contract management in CRMs.
Intelligent CPQ software providing guided selling, personalized pricing, and seamless quote delivery.
Revenue platform with AI-powered CPQ for faster quote creation and buyer engagement.
Document automation software for creating, sending, and tracking quotes with CRM integrations.
Proposal and quoting platform that designs interactive quotes with e-signatures and analytics.
Robust CPQ software for distributors to build accurate quotes from product catalogs and pricing.
CRM platform with built-in quoting tools, templates, and deal management for sales teams.
Affordable CRM featuring advanced quoting, inventory management, and product catalog integration.
Salesforce CPQ
enterpriseEnterprise CPQ solution deeply integrated with Salesforce CRM for configuring, pricing, and quoting complex products.
Native Salesforce Platform integration enabling end-to-end quote-to-cash automation with real-time CRM data sync
Salesforce CPQ is a leading Configure, Price, Quote (CPQ) solution natively integrated into the Salesforce CRM platform, designed to handle complex product configurations, dynamic pricing, and professional quote generation. It automates the entire quoting process, from product selection and bundling to discount approvals and contract creation, reducing errors and accelerating sales cycles. With AI-powered features like Einstein, it provides guided selling recommendations and pricing optimization for enterprise-scale operations.
Pros
- Seamless native integration with Salesforce CRM for real-time data synchronization
- Powerful configuration engine supporting complex products, bundles, and rules
- AI-driven automation and insights via Einstein for faster, accurate quoting
Cons
- Steep learning curve and extensive setup required for optimal use
- High implementation costs and ongoing expenses
- Less ideal for small businesses due to complexity and pricing
Best For
Enterprise sales organizations with complex product catalogs, high-volume quoting needs, and existing Salesforce CRM usage.
Pricing
Subscription-based starting at ~$75/user/month (billed annually), plus implementation fees; custom pricing for advanced features and volumes.
Oracle CPQ
enterpriseCloud-based CPQ platform enabling dynamic pricing, configuration, and quote generation across sales channels.
AI-powered Deal Advisor that provides real-time pricing recommendations and bundling optimizations to maximize deal value
Oracle CPQ is a comprehensive configure-price-quote (CPQ) solution within Oracle's CX suite, designed to streamline complex sales quoting processes for enterprises. It enables sales teams to configure products accurately, apply dynamic pricing rules, and generate professional quotes seamlessly integrated with CRM systems like Salesforce or Oracle Sales. The platform supports guided selling, deal optimization, and contract lifecycle management, reducing quote cycles and errors in high-volume, customizable product environments.
Pros
- Powerful configuration engine handles complex, multi-level product bundles
- Seamless integrations with major CRMs and ERP systems for real-time data sync
- Advanced AI-driven pricing optimization and deal management tools
Cons
- Steep learning curve and lengthy implementation for non-technical users
- High cost unsuitable for small to mid-sized businesses
- Customization requires Oracle expertise or partners
Best For
Large enterprises with intricate product catalogs and high-volume quoting needs requiring precision and scalability.
Pricing
Custom enterprise pricing; typically $100-200+ per user/month, billed annually, with additional costs for implementation and add-ons.
Conga CPQ
enterpriseAI-driven CPQ and document automation tool that streamlines quoting and contract management in CRMs.
Seamless integration of CPQ with document generation via Conga Composer, turning quotes into branded proposals in one click.
Conga CPQ is a robust configure, price, and quote (CPQ) solution tightly integrated with Salesforce CRM, enabling sales teams to handle complex product configurations, dynamic pricing, and rapid quote generation. It automates the entire quoting process with guided selling, approval workflows, and error-free calculations to accelerate deal cycles. Beyond quoting, it seamlessly connects to Conga's document automation tools for professional proposals and contracts directly from Salesforce.
Pros
- Deep native integration with Salesforce for real-time data sync
- Advanced configuration logic and multi-currency pricing rules
- Built-in approvals and e-signatures for faster quote-to-close
Cons
- Steep learning curve for setup and customization
- Limited native support for non-Salesforce CRMs
- Higher cost may not suit small businesses
Best For
Mid-to-large enterprises using Salesforce with complex product catalogs and long sales cycles needing automated, accurate quoting.
Pricing
Custom quote-based pricing; typically starts at $75/user/month for basic CPQ, scaling to enterprise plans with volume discounts.
SAP CPQ
enterpriseIntelligent CPQ software providing guided selling, personalized pricing, and seamless quote delivery.
Deep native integration with SAP S/4HANA for real-time data synchronization on pricing, inventory, and configurations
SAP CPQ is an enterprise-grade configure-price-quote (CPQ) solution that automates the creation of accurate quotes for complex, configurable products within CRM workflows. It integrates deeply with SAP's CRM and ERP systems, enabling dynamic pricing, product configuration, and guided selling to accelerate sales cycles. Ideal for B2B organizations, it ensures compliance, reduces quote errors, and supports multi-channel quoting.
Pros
- Robust product configuration for highly complex bundles
- Real-time pricing integration with SAP ERP systems
- Advanced analytics and subscription billing support
Cons
- Steep learning curve and lengthy implementation
- High cost suited only for large enterprises
- Limited native flexibility outside SAP ecosystem
Best For
Large B2B enterprises with complex product catalogs and existing SAP infrastructure needing precise, scalable quoting.
Pricing
Quote-based enterprise pricing, typically starting at $50,000+ annually depending on users, modules, and customization.
DealHub
specializedRevenue platform with AI-powered CPQ for faster quote creation and buyer engagement.
Interactive DealRooms for real-time collaboration, content sharing, and guided negotiations directly within the quoting process
DealHub is a robust CPQ (Configure, Price, Quote) and revenue orchestration platform designed to streamline sales workflows by integrating deeply with CRMs like Salesforce and HubSpot. It enables sales teams to create accurate quotes, manage complex configurations, and accelerate deal closures through interactive DealRooms, e-signatures, and AI-driven guidance. The platform also provides analytics and contract lifecycle management, making it suitable for B2B environments with intricate pricing models.
Pros
- Seamless integrations with major CRMs like Salesforce and HubSpot
- Powerful CPQ engine handling complex configurations and pricing
- Interactive DealRooms for collaborative selling and faster closes
Cons
- Steep initial setup and learning curve for advanced features
- Pricing is quote-based and can be expensive for smaller teams
- Limited out-of-the-box templates for niche industries
Best For
Mid-market to enterprise B2B sales teams managing complex product catalogs and long sales cycles.
Pricing
Custom quote-based pricing; typically starts around $75/user/month for core plans, scaling to enterprise tiers with add-ons.
PandaDoc
specializedDocument automation software for creating, sending, and tracking quotes with CRM integrations.
Advanced document analytics providing real-time insights into viewer engagement and behavior
PandaDoc is a document automation platform designed for creating, sending, and managing quotes, proposals, and contracts with seamless CRM integrations. It enables sales teams to generate personalized quotes using dynamic templates, pull data from CRMs like Salesforce or HubSpot, and track document engagement in real-time. The software streamlines the quoting process with e-signatures, analytics, and workflow automation to close deals faster.
Pros
- Deep CRM integrations for automated quote generation
- Real-time tracking and engagement analytics
- Built-in e-signatures for faster approvals
Cons
- Limited native CPQ configurators for complex products
- Pricing scales quickly for larger teams
- Some advanced customizations require developer support
Best For
Sales teams in mid-sized businesses seeking polished, trackable quotes integrated with existing CRMs.
Pricing
Essentials at $19/user/month, Business at $49/user/month, Enterprise custom; annual billing required.
Proposify
specializedProposal and quoting platform that designs interactive quotes with e-signatures and analytics.
Real-time proposal analytics with heatmaps and engagement tracking to optimize sales strategies
Proposify is a proposal automation platform designed to help sales teams create, customize, send, and track professional proposals and quotes with ease. It integrates seamlessly with leading CRMs like Salesforce and HubSpot, allowing users to pull in deal data for accurate quoting and streamline the sales cycle. The software emphasizes visually appealing, interactive documents with e-signatures, payments, and detailed analytics to improve win rates.
Pros
- Highly customizable templates for stunning, brand-aligned proposals
- Robust CRM integrations for seamless data sync and quoting
- In-depth analytics tracking opens, views, and engagement
Cons
- Lacks advanced CPQ capabilities like dynamic pricing rules or product configurators
- Higher-tier plans required for premium features like payments
- Can feel limited for complex B2B manufacturing quotes
Best For
Sales teams in agencies, consulting, or SaaS companies focused on polished proposals integrated with existing CRMs.
Pricing
Starts at $19/user/month (Essentials, annual billing); Business $49/user/month; Premium $59/user/month; free trial available.
QuoteWerks
specializedRobust CPQ software for distributors to build accurate quotes from product catalogs and pricing.
Direct integration with over 100 supplier price books for automated, accurate pricing and availability updates
QuoteWerks is a specialized quoting and proposal software designed for sales teams in industries like IT distribution, AV, and security, enabling rapid creation of professional quotes from vast product catalogs. It integrates seamlessly with popular CRMs such as Salesforce, ConnectWise, and Autotask, automating the quoting process within sales workflows. The platform supports complex configurations, discounts, and real-time pricing from supplier databases, making it a powerhouse for B2B quoting.
Pros
- Extensive integrations with CRMs and hundreds of supplier catalogs for real-time pricing
- Highly customizable quote templates and clauses for complex deals
- Robust configuration tools for product bundles and upsells
Cons
- Steep learning curve due to dense interface and extensive features
- Dated user interface that feels clunky compared to modern SaaS tools
- High upfront costs with perpetual licensing model
Best For
IT resellers, distributors, and AV integrators handling complex, catalog-driven quotes within CRM pipelines.
Pricing
Perpetual licenses start at around $995 per user, plus annual maintenance fees of 20%; subscription options available from $35/user/month.
HubSpot Sales Hub
enterpriseCRM platform with built-in quoting tools, templates, and deal management for sales teams.
Built-in e-signatures and payment processing on quotes, enabling one-click deal closure without external tools
HubSpot Sales Hub is a sales-focused CRM platform that includes built-in quoting tools for creating, customizing, and sending professional quotes directly from deal records. It enables tracking of quote views, e-signatures, and even payment collection within the CRM workflow, integrating seamlessly with pipelines, emails, and reporting. As a comprehensive solution, it supports sales teams in accelerating deal closures without needing separate quoting software.
Pros
- Seamless integration with full CRM for end-to-end sales management
- Intuitive quote builder with templates, personalization, and real-time tracking
- Free tier includes basic quoting, scaling affordably for growth
Cons
- Advanced quoting features like complex configurations require Professional tier or higher
- Pricing escalates quickly for teams needing enterprise capabilities
- Overkill for users seeking standalone quoting without CRM needs
Best For
Sales teams in mid-sized businesses wanting integrated CRM quoting to streamline pipelines and close deals faster.
Pricing
Free plan with basic quoting; Starter at $20/user/mo, Professional at $90/user/mo, Enterprise at $150/user/mo (billed annually).
Zoho CRM
enterpriseAffordable CRM featuring advanced quoting, inventory management, and product catalog integration.
Drag-and-drop Quote Builder with real-time inventory synchronization and approval workflows
Zoho CRM is a comprehensive customer relationship management platform that includes robust quoting functionality via its intuitive Quote Builder tool, enabling users to create customizable quotes with product catalogs, discounts, and taxes. It supports automation workflows, multi-currency handling, and seamless conversion of quotes to invoices through integration with Zoho Books. Ideal for sales teams, it streamlines the quoting process within a full CRM ecosystem, though it may require configuration for advanced needs.
Pros
- Highly customizable Quote Builder with drag-and-drop interface
- Seamless integration with Zoho ecosystem for invoicing and payments
- Affordable pricing with a free tier for small teams
Cons
- Steep learning curve due to extensive features
- Advanced quoting automations locked behind higher tiers
- Limited native e-signature without add-ons
Best For
Small to medium-sized businesses seeking an integrated CRM with solid quoting capabilities on a budget.
Pricing
Free for up to 3 users; paid plans from $14/user/month (Standard) to $52/user/month (Ultimate), billed annually.
Conclusion
Among the top 10 CRM quoting tools, Salesforce CPQ leads with its deep integration into Salesforce CRM, excelling at configuring and quoting complex products. Oracle CPQ follows, offering dynamic pricing and cross-channel quote generation, while Conga CPQ stands out with AI-driven automation that streamlines both quoting and contract management. Each tool caters to unique needs, but Salesforce CPQ proves the most versatile for end-to-end efficiency.
Start with Salesforce CPQ to experience seamless quote creation that aligns with your CRM, enhancing efficiency and driving more closed deals.
Tools Reviewed
All tools were independently evaluated for this comparison
Referenced in the comparison table and product reviews above.