GITNUXSOFTWARE REVIEW
SalesTop 9 Best Custom Quoting Software of 2026
This roundup compares custom quoting software options for sales and quoting teams, covering key features and fit, including SAP CPQ.
How we ranked these tools
Vendors set the topic, but our editors set the inclusion criteria and the evaluation framework before research starts.
Search agents gather the source set and the review record, including transcriptions of video reviews and podcasts.
Framework: Features 40% · Ease 30% · Value 30%
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SAP CPQ is the best fit for enterprise sales ops that need quotes tightly governed by SAP and margin-aware pricing because its configuration constraints and pricing rules engine drive controlled proposal calculations, while Cincom CPQ suits manufacturers and distributors that want configurator-first, audit-friendly quote versioning for repeatable deals.
Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
SAP CPQ
Pricing rules engine with configuration constraints drives margin-aware quote calculations during proposal generation.
Best for: Fits when enterprise sales operations need controlled quoting tied to SAP systems and strict pricing logic.
PROS CPQ
Editor pickMargin-aware quoting that ties discount and configuration decisions to internal financial targets.
Best for: Fits when deal desks require rule-based proposals with consistent discounting and controlled approvals.
Cincom CPQ
Editor pickQuote versioning preserves prior quote states so deal reviews can audit pricing and configuration changes.
Best for: Fits when enterprise quote teams need rule-driven pricing consistency and strict approval routing.
Comparison Table
SAP CPQ
enterpriseCloud quoting tool integrated with SAP S/4HANA and SAP CX.
Pricing rules engine with configuration constraints drives margin-aware quote calculations during proposal generation.
SAP CPQ is a custom quoting software built for complex deal desk workflows inside SAP and adjacent enterprise systems. It combines a pricing rules engine with guided configuration logic so proposals reflect current product options, constraints, and dynamic margins.
Quote generation supports repeatable template output for sales operations and supports quote versioning for controlled revisions. SAP CPQ also emphasizes extensibility for integrating product catalog data, approvals, and ERP or CRM data flows into the quote-to-cash workflow.
- +Built-in pricing rules engine supports configuration-driven margin calculations
- +Quote versioning keeps controlled revision history for deal desk teams
- +Extensibility supports integration with product data, approvals, and downstream systems
- +Template-driven proposal generation standardizes PDF output and quote documents
- –Admin governance needs discipline for pricing rule and discount authorization changes
- –Guided selling configuration can be time-consuming for highly bespoke catalog models
B2B sales teams
Generate governed sales quotes
Consistent quotes with fewer errors
Enterprise commercial teams
Align quoting with enterprise data
Quotes reflect upstream data
Show 2 more scenarios
Order management teams
Hand off configured quote data
Less rekeying between teams
Configured quote information carries into order and fulfillment processes to reduce rekeying.
Product administrators
Maintain governed product catalogs
More consistent configuration behavior
Configuration rules and dependencies in guided selling catalogs enforce consistent behavior across quoting sessions.
Best for: Fits when enterprise sales operations need controlled quoting tied to SAP systems and strict pricing logic.
PROS CPQ
enterpriseAI-driven quoting platform tied to PROS pricing science suite.
Margin-aware quoting that ties discount and configuration decisions to internal financial targets.
PROS CPQ targets organizations that require dynamic pricing logic and consistency across sales, finance, and compliance review steps. Configuration can handle guided product selection, packaging logic, and discount authorization paths that map to internal deal policies. Proposal generation and quote document outputs are designed to reflect the selected configuration and applied rules in a repeatable way.
A key tradeoff is that deep customization typically requires governance from sales operations so pricing rules and approval routing stay aligned with policy. PROS CPQ fits situations where sales teams need fast proposals with pricing accuracy that depends on structured rules rather than manual spreadsheets, especially when multiple stakeholders review and approve deals.
- +Guided selling workflows enforce rule-consistent quote content
- +Tiered volume discounting supports structured commercial offers
- +Quote versioning preserves change history for deal reviews
- +Margin-aware outputs reduce late-stage pricing disputes
- –Deep rules configuration needs strong sales ops governance discipline
- –Customization effort can slow initial rollout for new product lines
- –Integration projects can become ERP-dependent for full deal context
- –Complex bundles may require more configuration than simple catalogs
Sales operations teams
Standardize discount rules across reps
Fewer manual pricing corrections
Deal desk analysts
Review and approve complex bundles
Faster approvals with traceability
Show 2 more scenarios
Revenue operations administrators
Manage quote lifecycle changes
Reduced downstream rework
Track revisions and guide deal routing so updates stay consistent across stakeholders.
Enterprise sales teams
Produce accurate proposals quickly
More accurate first-pass quotes
Generate proposals from guided configuration and rules-driven pricing inputs to reduce errors.
Best for: Fits when deal desks require rule-based proposals with consistent discounting and controlled approvals.
Cincom CPQ
vertical specialistConfigurator-first quoting tool for manufacturers and distributors.
Quote versioning preserves prior quote states so deal reviews can audit pricing and configuration changes.
Cincom CPQ is built around guided selling and a pricing rules engine that applies dynamic pricing logic during configuration and quote build. Quote templates feed proposal generation workflows, and quote versioning preserves prior states so teams can compare changes across revisions.
A key tradeoff is implementation complexity for organizations that require deep configurator logic, multi-currency, and approval routing tied to internal policies. Cincom CPQ fits situations where deal teams need consistent pricing outcomes and audit trail coverage across complex bundles and BOM-style structures.
- +Guided selling supports repeatable configuration paths with controlled outputs
- +Pricing rules engine applies tiering and dynamic discounts during quote build
- +Quote templates drive consistent proposal generation and document formatting
- +Quote versioning supports review cycles and change traceability
- –Complex configurator and rule authoring increases implementation effort
- –Approval routing design requires careful governance to avoid bottlenecks
Sales operations teams
Standardize quote templates and rules
Fewer pricing disputes
Deal desk analysts
Review complex configurations before approval
Faster approvals
Show 1 more scenario
RevOps administrators
Maintain rule logic across regions
More consistent margins
RevOps can manage multi-step pricing and proposal generation workflows for consistent regional outcomes.
Best for: Fits when enterprise quote teams need rule-driven pricing consistency and strict approval routing.
Experlogix CPQ
enterpriseConfiguration and quoting platform embedded in Dynamics 365 and Salesforce.
Integrated approval routing tied to discount and margin authorization before proposal generation.
Experlogix CPQ generates quotes from guided configurations and pricing logic, with proposal documents produced directly from quote data. The solution targets quote-to-cash workflows by coordinating product configuration, margin and discount controls, and approval routing before outputs are finalized.
- +Guided configuration supports consistent quote build across complex product catalogs
- +Approval routing helps enforce discount and margin authorization before document output
- +Quote templates enable proposal generation from the same configured quote record
- +Integration support supports CRM sync and downstream ERP data exchange
- –Rule configuration depth can slow setup for teams without CPQ administrators
- –Complex bundles may require careful configuration design to avoid pricing gaps
- –Document customization often depends on template maintenance workflows
- –External system sync can add friction when sales users expect instant data refresh
Sales operations teams
Standardize sales quotation outputs
More consistent quote outputs
Project proposal teams
Generate revision-aligned proposal documents
Proposals reflect current estimates
Show 2 more scenarios
Engineering configuration teams
Maintain configuration dependencies and constraints
Fewer invalid configurations
Structured catalogs store option relationships to prevent invalid combinations during quoting.
Manufacturers and sales engineers
Quote compatible equipment assemblies
Valid configured quotes
Guided selling steers buyers through compatible options with consistently priced configurations.
Best for: Fits when RevOps teams need controlled, repeatable quote workflows with configurable pricing and approvals.
DealHub
SMBRevenue platform combining CPQ, subscription management, and billing.
Approval workflow tied to quote objects so reviewers can authorize changes before proposal generation.
DealHub focuses on guided quoting workflows where proposal outputs are generated from configured quote content. Core capabilities include quote versioning, approval routing for deal desk review cycles, and dynamic document generation to produce consistent PDFs.
- +Approval routing supports deal desk style signoff before sending quotes
- +Quote versioning keeps a clear history of changes during review cycles
- +Template-driven proposal generation improves consistency across quote documents
- +CRM-linked quote context reduces manual field copying during quoting
- –Complex quoting logic can require more upfront configuration than simple CPQ forms
- –Advanced governance for larger teams needs careful role and permission planning
Subscription sales teams
Manage recurring offers with quoting workflows
More consistent recurring offers
Sales teams selling configured offerings
Create quotes from structured inputs
Fewer configuration errors
Show 2 more scenarios
Sales operations and proposal teams
Standardize proposal formats across teams
Less manual proposal reformatting
Reusable templates and conditional sections produce consistent proposals across deal types and territories.
Proposal and bid teams
Assemble repeatable RFP and RFQ responses
Faster recurring bid preparation
Repeatable proposal sections and variable fields speed preparation of frequent bids.
Best for: Fits when mid-market sales teams need controlled quote workflows with review routing and consistent proposal output.
ConnectWise Sell
vertical specialistCPQ tool for MSPs and IT solution providers formerly known as Quosal.
Guided selling workflows that tie interactive proposal inputs directly to approval routing for controlled deal governance.
ConnectWise Sell supports guided selling workflows for MSP and IT services teams that need proposal output tied to their service catalog and quoting rules. It lets sales ops configure quote templates, guided fields, and approval routing so proposal creation follows an intentional quote-to-cash path.
- +Guided selling flows reduce free-form quote entry errors for reps
- +Approval routing supports controlled discount and scope sign-offs
- +Template-driven proposal documents keep brand and formatting consistent
- +ConnectWise ecosystem integration reduces manual data copying
- –Guided configurations can become complex for large product catalogs
- –Custom field logic needs careful governance to prevent sales workflow drift
- –Deep edge-case pricing scenarios may require significant configuration effort
- –Non-ConnectWise customer data sources add integration workload
MSP sales ops teams
Configure guided quotes from service catalog
Faster consistent proposal drafting
IT services sales teams
Route approvals for deal proposals
Fewer late-cycle quote edits
Show 2 more scenarios
Revenue operations analysts
Maintain quote templates and fields
More uniform proposal content
Manages quote templates and guided fields to keep sales output aligned with deal structure.
Account managers in IT firms
Generate proposals with account context
Reduced manual data entry
Pulls account and product context from the ConnectWise ecosystem to populate proposal documents accurately.
Best for: Fits when MSP sales teams need controlled guided proposals inside the ConnectWise workflow.
FPX
enterpriseEnterprise CPQ platform focused on guided selling and deal configuration.
Quote revision history that preserves prior proposal states during iterative deal changes.
FPX provides custom quoting through configurable quote forms, catalog-linked line items, and proposal generation workflows. The system supports pricing rule configuration and guided data entry so sales teams can produce consistent quotes faster than ad-hoc spreadsheets.
- +Guided quote forms reduce errors during line-item entry
- +Pricing rules configuration supports repeatable commercial logic
- +Quote revision history supports audit-friendly iteration tracking
- +PDF proposal output works for standard deal desk workflows
- –Approval routing depth is limited compared with CPQ-native governance
- –API surface for full quote-to-cash automation is not clearly documented
- –Complex product bundles can require manual setup effort
- –Multi-currency and tax edge cases need careful admin configuration
Manufacturing sales and quoting teams
Standardize RFQ quoting artifacts
More consistent RFQ responses
Sales operations teams
Create repeatable customer quotes
More consistent quotes
Show 2 more scenarios
Manufacturing estimators
Build bids from manufacturing assumptions
Less manual rekeying
Estimator inputs from BOMs, assemblies, routings, labor, and overhead produce repeatable bid totals.
Revenue and pricing teams
Apply contract and channel pricing rules
More consistent price execution
Contract-aware price waterfalls, channel rules, and governed exceptions keep pricing execution consistent.
Best for: Fits when sales ops needs controlled quote forms and repeatable pricing logic without heavy Salesforce-native CPQ requirements.
Proposify
SMBProposal and quoting software with reusable templates and approvals.
Template-driven proposal generation with quote versioning keeps deal-specific document iterations organized.
Proposify is a custom quoting and proposal tool that focuses on fast proposal creation with structured templates and guided editing. It generates PDF proposal output and supports quote document versioning so sales teams can iterate on the same deal without losing prior drafts.
- +Document-first editor speeds proposal drafting with structured fields
- +Reusable quote templates reduce manual formatting across deals
- +PDF proposal output supports consistent sales collateral
- +Quote versioning helps track document iterations per deal
- –Pricing logic depth is limited compared with full CPQ pricing rules engines
- –Complex approvals and deal desk workflows require careful configuration
- –Deep CRM-native CPQ style product configuration is not the primary focus
- –Governance controls are template and asset centered rather than quote-level auditing
Account executives and deal desk teams
Manage quote revisions during negotiation
Fewer conflicting documents
Consulting and professional services firms
Standardize consulting statements of work
Clearer reusable SOWs
Show 2 more scenarios
Sales and pre-sales organizations
Run internal proposal reviews
Better control of proposal content
Sales and leadership review proposal content before it reaches the prospect.
Sales teams closing service deals
Send signature-ready proposals
Continuous path to signed agreements
Proposals move through internal review to acceptance and electronic signature workflows.
Best for: Fits when sales teams need quick, accurate proposal documents with repeatable templates, not full CPQ quoting automation.
QuoteWerks
SMBStandalone quoting application integrating with CRM and accounting systems.
Quote template builder that maps calculated line outcomes into standardized proposal documents with repeatable layouts.
QuoteWerks produces guided quote and proposal outputs from configurable pricing logic, asset data, and quote templates. It supports rule-driven quoting workflows that can include approvals and discount controls before final proposal generation.
- +Rule-driven quote calculations produce consistent margin and discount outcomes
- +Template builder supports repeatable proposal layouts for quoting and renewals
- +Versioning supports reissuing quotes without overwriting prior approvals
- +Exports support downstream quote distribution and sales ops tracking
- –Complex rule sets need deliberate governance to avoid unintended pricing drift
- –Approval routing depends on how the sales process is configured
Value-added resellers and solution providers
Run controlled reseller quoting workflows
Controlled quote workflow
Sales representatives
Produce recurring repeatable sales quotes
Less repeated data entry
Show 2 more scenarios
Kitchen and cabinetry firms
Quote from drawing and measurement inputs
Drawing to itemized pricing
DXF drawings feed measurements and design elements into configurable quote items.
Configured-product sales teams
Apply option dependencies and pricing rules
Fewer invalid selections
Option dependencies and pricing rules guide complex or recurring product quote builds.
Best for: Fits when deal desks need controlled pricing rules and repeatable proposal templates.
Conclusion
After evaluating 9 custom quoting software, SAP CPQ stands out as our overall top pick — it scored highest across our combined criteria of features, ease of use, and value, which is why it sits at #1 in the rankings above.
Use the comparison table and detailed reviews above to validate the fit against your own requirements before committing to a tool.
How to Choose the Right Custom Quoting Software
Custom quoting software automates quote creation so sales teams can generate accurate proposals from controlled pricing logic, guided configuration, and review gates. This buyer’s guide covers Cincom CPQ, PROS CPQ, and the rest of the top options for fast proposals and consistent pricing outcomes.
Cincom CPQ leads the list with quote versioning that preserves prior quote states for deal reviews, and it pairs a pricing rules engine with guided selling. PROS CPQ and Qwilr, QuoteWerks, and Conga Composer are also compared for margin-aware discounting, template reuse, and governed approval routing across CPQ or CPQ-adjacent workflows.
Custom Quoting Software that generates proposal-ready quotes from governed pricing, configuration, and approvals
Custom quoting software connects product and pricing rules to proposal document generation so a sales rep can produce quote outputs with fewer manual steps and tighter controls. Many tools include guided configuration paths that restrict invalid option combinations and pricing rules configuration that applies tiered discounts and margin-aware calculations during quote build.
Cincom CPQ uses quote versioning to preserve prior quote states and supports deal desk review of pricing and configuration changes before output. QuoteWerks focuses on a quote template builder that maps rule-driven line outcomes into standardized proposal layouts, which helps teams keep proposal formatting consistent even when quoting logic evolves.
Choose based on workflow philosophy: CPQ-native governance or template-first proposal generation
The key selection decision is where governance lives in the workflow: inside a CPQ-native lifecycle with configured approvals, or closer to document-first proposal generation. Cincom CPQ and Verenia CPQ emphasize governed quote lifecycles with versioning that controls what reviewers can approve before output.
The second decision is whether pricing logic is managed as deep rules configured by CPQ administrators or as more limited rule-to-template mapping. QuoteWerks focuses on mapping calculated outcomes into standardized layouts, while SAP CPQ emphasizes pricing rule and discount authorization controls that stay aligned to configuration constraints.
Start with the deal desk review model and map where approvals must happen
If approvals must gate both pricing and configuration before proposal generation, prioritize Experlogix CPQ or DealHub because approval routing is tied to the workflow state before output. If the process depends on reviewing changes across revisions, prioritize Cincom CPQ or Verenia CPQ because quote versioning preserves prior states for audit-style deal reviews.
Pick the pricing logic depth required for margin-aware discounting
If discounting must reflect internal margin targets while configuration choices drive the calculation, prioritize PROS CPQ or SAP CPQ because both position margin-aware calculations as a core step in quote build. If pricing rules are needed primarily to produce consistent line outcomes for standardized proposals, evaluate QuoteWerks or Proposify because their differentiator is translating calculated results into repeatable documents.
Decide how guided configuration restricts sales execution risk
If guided selling must enforce rule-consistent quote content and reduce invalid option combinations, prioritize PROS CPQ or ConnectWise Sell because guided workflows constrain how reps generate proposals. If invalid selections are less frequent but template formatting standardization is the main pain, prioritize QuoteWerks because the template builder focuses on repeatable proposal layouts.
Validate governance workload for rule authoring and approval design
For organizations that can support deeper rules configuration, evaluate Cincom CPQ or SAP CPQ because complex configurators and pricing governance require admin effort. For teams that want a smaller operational footprint around governance, evaluate Proposify because pricing logic depth is limited compared with full CPQ pricing engines.
Test quote iteration throughput with revision history and controlled edits
Run a quoting test where a deal changes discount parameters and configuration options, then verify whether quote revision history preserves prior proposal states in the working system. Cincom CPQ and FPX both emphasize revision history, but Cincom CPQ includes stricter approval routing to avoid governance bypass during iterative changes.
Teams that need governed pricing and proposal-ready outputs
Custom quoting software fits teams that must control how discounting and configuration rules produce final proposal documents. These teams typically face deal desk reviews, discount authorization requirements, or frequent quote iterations that need traceable change history.
The tools in this list vary in where governance and document repeatability are strongest. Cincom CPQ and Experlogix CPQ emphasize governed quote lifecycle behavior, while QuoteWerks and Proposify focus on repeatable proposal document generation from computed outcomes.
Enterprise quote teams with strict approval routing and audit needs
Cincom CPQ preserves prior quote states for deal reviews and uses rule-driven pricing plus guided configuration to keep revisions controlled. SAP CPQ also keeps controlled revision history while applying configuration constraints for margin-aware calculations.
Deal desks that enforce discount and margin authorization before sending proposals
Experlogix CPQ routes approvals tied to discount and margin authorization before proposal generation. PROS CPQ supports margin-aware discounting tied to internal financial targets with tiered volume discounting for structured offers.
Sales ops teams that need consistent proposal layout across renewals and quoting
QuoteWerks uses a quote template builder that maps calculated line outcomes into standardized proposal documents. Proposify uses a document-first editor that keeps reusable quote templates consistent across deal document iterations.
Mid-market teams managing controlled quote workflows with review routing
DealHub ties approval workflow directly to quote objects so reviewers can authorize changes before proposal generation. Verenia CPQ pairs quote versioning with template-based proposal generation for governed lifecycle edits.
MSP sales teams that need guided proposals inside an existing workflow
ConnectWise Sell ties guided selling inputs directly to approval routing within the ConnectWise workflow to reduce free-form quote entry errors. Its governed discount and scope sign-offs align proposal generation to the approval flow.
Common Custom Quoting Software pitfalls during deployment
Most failures come from mismatching governance depth to admin capacity or from designing approvals that do not reflect the quote lifecycle state. When approval routing is not aligned to how quote iterations occur, deal desks can block wrong stages or miss pricing and configuration changes.
Another failure pattern comes from letting template repeatability mask pricing rule drift. Template-driven systems can keep proposal layouts consistent while pricing logic complexity still requires governance discipline to avoid unintended pricing outcomes.
Designing approval routing without a clear governance map for quote states
Approval routing design requires careful governance to avoid bottlenecks in Cincom CPQ because guided selling plus pricing rules and approvals can create multi-stage cycles. For Experlogix CPQ or DealHub, verify approvals block the right stage before proposal generation using a quote iteration test.
Underestimating admin effort for deep rule authoring and configuration constraints
SAP CPQ requires disciplined governance for pricing rule and discount authorization changes because pricing logic is tightly coupled to configuration constraints. PROS CPQ and Verenia CPQ also need strong sales ops governance discipline to prevent logic drift during frequent rule edits.
Assuming template repeatability alone prevents inconsistent pricing outcomes
QuoteWerks can keep standardized proposal layouts via its template builder, but complex rule sets still need deliberate governance to avoid unintended pricing drift. Proposify speeds document drafting with templates, but pricing logic depth is limited compared with full CPQ pricing rules engines.
Building complex product catalogs in guided configuration without a change-cycle plan
Cincom CPQ and PROS CPQ both support guided configuration paths, but complex configurators and rule authoring increase implementation effort. SAP CPQ guided selling can be time-consuming for highly bespoke catalog models, so validate rollout time with a pilot product line first.
How We Selected and Ranked These Tools
We evaluated Cincom CPQ, PROS CPQ, and the other tools on feature depth, ease of setup, and ongoing value for controlled quoting and fast proposals. Features and rule-to-document behavior counted for 40% because quote versioning, approval routing, and template mapping directly affect proposal speed and pricing consistency.
Ease and value each counted for 30% because admin effort for configurator complexity and rule governance determines how quickly teams reach usable throughput. Cincom CPQ separated itself by combining quote versioning that preserves prior quote states with a pricing rules engine and guided selling paths that keep deal desk review tightly aligned to what changes before output.
Frequently Asked Questions About Custom Quoting Software
How does quote versioning support pricing and configuration audits across Cincom CPQ, PROS CPQ, and DealHub?
Which tool ties discount authorization to approval routing before proposal generation: Experlogix CPQ, Verenia CPQ, or QuoteWerks?
What breaks if approval workflows are skipped in CPQ-style quote-to-cash flows like those in SAP CPQ and Experlogix CPQ?
How do integrations and data flows differ between SAP CPQ and Verenia CPQ when quotes must align with CRM and fulfillment systems?
How do proposal document generation mechanisms vary between Qwilr-style template automation, QuoteWerks publishing, and Proposify reusable blocks?
What admin controls exist for governance and template management in Proposify versus DealHub versus ConnectWise Sell?
How does guided selling work differently in ConnectWise Sell compared with deal-desk quoting tools like QuoteWerks and FPX?
How should sales operations plan data migration when moving from spreadsheet-driven quoting to systems like FPX, DealHub, and Cincom CPQ?
Where does the tradeoff show up between faster proposal generation and deeper CPQ pricing logic across Proposify, DealHub, and SAP CPQ?
How do multi-currency and document output formats typically differ among QuoteWerks, DealHub, and Cincom CPQ?
Tools reviewed
Primary sources checked during evaluation.
Referenced in the comparison table and product reviews above.
Funding and competing interests
This study was co-funded by several of the vendors assessed in it. No single vendor funded it. Funders could propose the market studied.
They had no role in selecting vendors, setting or weighting criteria, analysing data or drawing conclusions, and they received the same factual-accuracy check as every other vendor assessed.
Market definition, inclusion rules and criteria weights were fixed by an editor before research began and did not change afterwards. Editorial process →
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