Quick Overview
- 1#1: Salesforce CPQ - Enterprise-grade CPQ platform that automates complex configuration, pricing, and quoting with AI-driven recommendations.
- 2#2: Oracle CPQ - Cloud-based CPQ solution for accurate product configuration, dynamic pricing, and seamless quote generation.
- 3#3: SAP CPQ - Digital commerce CPQ tool enabling guided selling, real-time pricing, and multi-channel quote delivery.
- 4#4: Conga CPQ - Integrated CPQ and document automation platform for streamlined quoting and contract lifecycle management.
- 5#5: PandaDoc - Document and proposal automation software for creating, sending, tracking, and e-signing quotes online.
- 6#6: DealHub - CPQ and guided selling platform that accelerates deal cycles with interactive quotes and content management.
- 7#7: Proposify - Proposal and quote software that builds interactive, mobile-friendly sales documents with analytics.
- 8#8: QuoteWerks - Powerful quoting and proposal tool for distributors with product catalog integration and web delivery.
- 9#9: Zoho Quotes - CRM-integrated online quoting tool for generating, customizing, and approving quotes with e-signing.
- 10#10: Qwilr - Interactive quote and proposal builder that creates web-based pages for engaging clients and tracking engagement.
Tools were selected and ranked based on key metrics including automation strength, integration capabilities, usability, and overall value, ensuring a focus on functionality and practicality for today’s dynamic sales environments
Comparison Table
Online quoting software simplifies creating accurate, tailored price proposals, with platforms like Salesforce CPQ, Oracle CPQ, SAP CPQ, Conga CPQ, and PandaDoc offering versatile solutions. This comparison table outlines key features, integration options, and user experience to help readers find the ideal tool for their business needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Salesforce CPQ Enterprise-grade CPQ platform that automates complex configuration, pricing, and quoting with AI-driven recommendations. | enterprise | 9.4/10 | 9.8/10 | 7.9/10 | 8.6/10 |
| 2 | Oracle CPQ Cloud-based CPQ solution for accurate product configuration, dynamic pricing, and seamless quote generation. | enterprise | 9.2/10 | 9.8/10 | 7.8/10 | 8.5/10 |
| 3 | SAP CPQ Digital commerce CPQ tool enabling guided selling, real-time pricing, and multi-channel quote delivery. | enterprise | 8.7/10 | 9.3/10 | 7.4/10 | 8.1/10 |
| 4 | Conga CPQ Integrated CPQ and document automation platform for streamlined quoting and contract lifecycle management. | enterprise | 8.7/10 | 9.2/10 | 7.8/10 | 8.1/10 |
| 5 | PandaDoc Document and proposal automation software for creating, sending, tracking, and e-signing quotes online. | specialized | 8.7/10 | 9.2/10 | 8.5/10 | 8.0/10 |
| 6 | DealHub CPQ and guided selling platform that accelerates deal cycles with interactive quotes and content management. | enterprise | 8.4/10 | 9.2/10 | 7.8/10 | 7.9/10 |
| 7 | Proposify Proposal and quote software that builds interactive, mobile-friendly sales documents with analytics. | specialized | 8.5/10 | 8.7/10 | 9.0/10 | 8.2/10 |
| 8 | QuoteWerks Powerful quoting and proposal tool for distributors with product catalog integration and web delivery. | specialized | 8.1/10 | 9.3/10 | 6.7/10 | 7.6/10 |
| 9 | Zoho Quotes CRM-integrated online quoting tool for generating, customizing, and approving quotes with e-signing. | specialized | 8.1/10 | 8.4/10 | 7.7/10 | 8.8/10 |
| 10 | Qwilr Interactive quote and proposal builder that creates web-based pages for engaging clients and tracking engagement. | specialized | 8.2/10 | 8.5/10 | 9.0/10 | 7.5/10 |
Enterprise-grade CPQ platform that automates complex configuration, pricing, and quoting with AI-driven recommendations.
Cloud-based CPQ solution for accurate product configuration, dynamic pricing, and seamless quote generation.
Digital commerce CPQ tool enabling guided selling, real-time pricing, and multi-channel quote delivery.
Integrated CPQ and document automation platform for streamlined quoting and contract lifecycle management.
Document and proposal automation software for creating, sending, tracking, and e-signing quotes online.
CPQ and guided selling platform that accelerates deal cycles with interactive quotes and content management.
Proposal and quote software that builds interactive, mobile-friendly sales documents with analytics.
Powerful quoting and proposal tool for distributors with product catalog integration and web delivery.
CRM-integrated online quoting tool for generating, customizing, and approving quotes with e-signing.
Interactive quote and proposal builder that creates web-based pages for engaging clients and tracking engagement.
Salesforce CPQ
enterpriseEnterprise-grade CPQ platform that automates complex configuration, pricing, and quoting with AI-driven recommendations.
Constraint-based configuration engine that dynamically enforces rules to prevent invalid quotes and supports highly customizable products
Salesforce CPQ is a robust configure-price-quote (CPQ) solution natively integrated into the Salesforce CRM platform, designed to streamline the sales process for complex products. It automates product configuration, dynamic pricing, and professional quote generation, ensuring accuracy and speed. With features like guided selling and workflow automation, it reduces errors and accelerates deal closures for enterprise teams.
Pros
- Seamless native integration with Salesforce CRM for real-time data sync and unified workflows
- Advanced configuration engine with constraint rules handling infinite product variations accurately
- AI-powered pricing guidance and automation for faster, error-free quoting
Cons
- Steep learning curve and complex initial setup requiring expert implementation
- High cost, especially for smaller businesses without existing Salesforce infrastructure
- Limited standalone value outside the Salesforce ecosystem
Best For
Large enterprises with complex product catalogs and Salesforce CRM usage, needing precise quoting in high-volume sales environments.
Pricing
Starts at ~$75/user/month (billed annually), scales with features and users; significant implementation fees often $50K+.
Oracle CPQ
enterpriseCloud-based CPQ solution for accurate product configuration, dynamic pricing, and seamless quote generation.
Advanced AI-powered configuration advisor that resolves conflicts in real-time and suggests optimal bundles
Oracle CPQ is a robust cloud-based Configure, Price, Quote (CPQ) solution designed for enterprises to automate the creation of accurate quotes for complex, configurable products. It features advanced configuration logic, dynamic pricing rules, and seamless integration with CRM systems like Salesforce and Oracle's own ERP suite. The platform accelerates sales cycles by enabling reps to generate error-free quotes in minutes, while providing deal management and contract lifecycle tools.
Pros
- Powerful configuration engine handles highly complex products and bundles
- Deep integrations with Oracle ecosystem, Salesforce, and other ERPs
- AI-driven insights and recommendations for faster, personalized quoting
Cons
- Steep learning curve and complex setup for non-enterprise users
- High implementation costs and long deployment times
- Premium pricing not ideal for small businesses
Best For
Large enterprises with intricate product catalogs, high-volume B2B sales, and existing Oracle or Salesforce infrastructure.
Pricing
Quote-based subscription; starts at ~$100/user/month for basic plans, scaling to $500+/user/month for enterprise features plus implementation fees.
SAP CPQ
enterpriseDigital commerce CPQ tool enabling guided selling, real-time pricing, and multi-channel quote delivery.
Advanced rules-based configuration engine that supports infinite product variants and dependencies without coding
SAP CPQ (Configure, Price, Quote) is a robust cloud-based platform designed for enterprises to streamline complex sales processes by enabling accurate product configuration, dynamic pricing, and rapid quote generation. It supports sales teams across channels with guided selling, automation, and integration into broader SAP ecosystems like CRM and ERP systems. The solution excels in handling intricate B2B product catalogs, reducing quote cycles and errors through rule-based logic and AI enhancements.
Pros
- Powerful configuration engine for complex, multi-variant products
- Seamless integrations with SAP ERP, Salesforce, and other CRMs
- AI-driven pricing optimization and quote automation for faster sales cycles
Cons
- Steep learning curve and complex initial setup requiring expertise
- High cost unsuitable for small businesses
- Customization can demand significant implementation time
Best For
Large enterprises with complex, configurable product portfolios and established SAP infrastructure needing precise, scalable quoting.
Pricing
Enterprise subscription model with custom pricing; typically starts at $10,000+ per month based on users, features, and deployment scale.
Conga CPQ
enterpriseIntegrated CPQ and document automation platform for streamlined quoting and contract lifecycle management.
Native Salesforce CPQ with intelligent guided selling and one-click quote-to-contract automation
Conga CPQ is a Salesforce-native configure-price-quote (CPQ) solution designed for complex B2B sales processes, enabling accurate product configuration, dynamic pricing, and automated quote generation. It integrates seamlessly with Salesforce CRM to streamline quoting workflows, reduce errors, and support end-to-end document automation including proposals and contracts. Ideal for enterprises handling customizable products, it accelerates sales cycles while ensuring compliance and revenue accuracy.
Pros
- Deep Salesforce integration for seamless data flow and automation
- Powerful configuration engine handles complex, multi-tiered products
- End-to-end workflow from quote to contract with document generation
Cons
- Steep learning curve for setup and customization
- Salesforce dependency limits standalone use
- Premium pricing requires significant investment
Best For
Enterprise sales teams using Salesforce that manage complex, configurable products and need integrated quoting, pricing, and document automation.
Pricing
Custom enterprise pricing, typically $75-$150 per user/month depending on features and volume, with additional costs for implementation and add-ons.
PandaDoc
specializedDocument and proposal automation software for creating, sending, tracking, and e-signing quotes online.
Dynamic pricing tables that auto-calculate totals and support complex configurations
PandaDoc is a robust document automation platform designed for creating, sending, tracking, and e-signing professional quotes, proposals, and contracts. It features drag-and-drop editors, dynamic pricing tables, and real-time analytics to streamline the sales quoting process. With seamless CRM integrations and payment collections, it helps sales teams close deals faster.
Pros
- Powerful template library and dynamic content blocks for personalized quotes
- Real-time document tracking and analytics for sales insights
- Built-in e-signatures and payment integrations to accelerate deal closure
Cons
- Higher pricing tiers can be expensive for small teams
- Steeper learning curve for advanced customization
- Limited free plan with basic features only
Best For
Mid-sized sales teams needing professional, trackable quotes with e-signing capabilities.
Pricing
Starts at $19/user/month (Essentials, annual billing); Business at $49/user/month; Enterprise custom pricing.
DealHub
enterpriseCPQ and guided selling platform that accelerates deal cycles with interactive quotes and content management.
DealRooms: Secure, interactive portals allowing buyers to view, configure, approve, and sign quotes collaboratively without back-and-forth emails.
DealHub is a robust CPQ (Configure, Price, Quote) platform designed to streamline the sales process for B2B teams by enabling fast, accurate quote generation, dynamic pricing, and contract automation. It integrates seamlessly with CRMs like Salesforce and HubSpot, offering guided selling workflows and interactive DealRooms where buyers can collaborate on proposals in real-time. Beyond quoting, it supports full revenue orchestration, including e-signatures and payment processing, making it a comprehensive solution for complex sales cycles.
Pros
- Powerful CPQ engine with dynamic pricing rules and multi-currency support
- Interactive DealRooms for buyer self-service and real-time collaboration
- Deep integrations with major CRMs and ERP systems for seamless data flow
Cons
- Steep learning curve for initial setup and complex configurations
- Pricing is quote-based and can be expensive for smaller teams
- Limited customization options for non-technical users
Best For
Mid-market to enterprise B2B sales teams handling complex, high-value deals with variable pricing.
Pricing
Custom quote-based pricing; typically starts at $75/user/month for basic plans, scaling to enterprise tiers with add-ons for advanced features.
Proposify
specializedProposal and quote software that builds interactive, mobile-friendly sales documents with analytics.
Interactive proposal microsites that clients can view, comment on, and sign in real-time, turning static quotes into engaging experiences
Proposify is a comprehensive proposal software platform designed to help sales teams create, send, and track professional proposals with integrated quoting capabilities, including pricing tables, discounts, and payment options. It features a drag-and-drop builder for customizing templates, real-time analytics on client engagement, and e-signature functionality to close deals faster. While primarily focused on proposals, its quoting tools make it suitable for businesses needing polished online quotes within a sales workflow.
Pros
- Intuitive drag-and-drop builder for quick proposal and quote creation
- Advanced tracking and analytics for proposal performance
- Seamless integrations with CRMs like Salesforce and payment gateways
Cons
- Higher pricing scales per user, which can add up for large teams
- More proposal-centric than pure quoting software, lacking some advanced CPQ features
- Limited free tier; full functionality requires paid plans
Best For
Sales and marketing teams in agencies or service-based businesses that need visually stunning proposals with embedded quotes to win clients.
Pricing
Starts at $49/user/month (Business plan, billed annually) with higher tiers up to $99/user/month; 14-day free trial available.
QuoteWerks
specializedPowerful quoting and proposal tool for distributors with product catalog integration and web delivery.
Real-time integration with thousands of manufacturer price books and inventory data
QuoteWerks is a robust CPQ (Configure, Price, Quote) software primarily designed as a desktop application for distributors, VARs, integrators, and manufacturers to automate complex quoting processes. It integrates with thousands of vendor product databases for real-time pricing and availability, enabling sales teams to create customized proposals with advanced configuration rules and discounts. While it offers some web and mobile extensions, its core functionality is Windows-based, making it powerful for B2B sales but less ideal for fully online workflows.
Pros
- Extensive integrations with 1000+ vendor catalogs for accurate real-time pricing
- Advanced configuration engines for complex products and bundles
- Strong CRM and accounting integrations like Salesforce and QuickBooks
Cons
- Steep learning curve requiring significant training
- Primarily desktop-focused with limited native online collaboration
- Windows-only, lacking full cross-platform or SaaS deployment
Best For
B2B sales teams in distribution and manufacturing handling complex, vendor-sourced quotes.
Pricing
Perpetual licenses start at ~$995 per user plus annual maintenance (~20% of license cost); volume discounts available.
Zoho Quotes
specializedCRM-integrated online quoting tool for generating, customizing, and approving quotes with e-signing.
Automated quote approval workflows with client portal access for real-time tracking and e-signatures
Zoho Quotes is a comprehensive online quoting software designed for creating, customizing, and sending professional quotes, proposals, and estimates directly from Zoho CRM. It supports features like drag-and-drop templates, multi-currency support, electronic signatures, and automated workflows to streamline the sales process. Businesses can track quote status in real-time and convert approved quotes into sales orders seamlessly within the Zoho ecosystem.
Pros
- Seamless integration with Zoho CRM, Books, and other apps
- Highly customizable quote templates with drag-and-drop editor
- Affordable pricing with a free tier for small teams
Cons
- Steeper learning curve due to Zoho's extensive interface
- Some advanced features require additional Zoho subscriptions
- Limited offline capabilities and mobile app functionality
Best For
Small to medium-sized businesses using the Zoho suite who need integrated quoting with CRM workflows.
Pricing
Free for up to 3 users with Zoho CRM; paid plans start at $14/user/month (Standard) billed annually, up to Enterprise at $40/user/month.
Qwilr
specializedInteractive quote and proposal builder that creates web-based pages for engaging clients and tracking engagement.
Interactive, web-page-like proposals with embedded multimedia and real-time client engagement tracking
Qwilr is a web-based platform specializing in interactive quotes, proposals, and presentations that resemble mini-websites rather than static PDFs. It enables users to create dynamic documents with drag-and-drop templates, embed multimedia like videos and images, and include pricing tables, e-signatures, and payment gateways. The software tracks client interactions in real-time, providing analytics on views, time spent, and engagement to optimize sales processes.
Pros
- Highly engaging, interactive quote designs that boost conversion rates
- Intuitive drag-and-drop builder with customizable templates
- Robust analytics and CRM integrations like Salesforce and HubSpot
Cons
- Limited advanced pricing logic for complex configurations
- Pricing can be steep for small teams or basic quoting needs
- Some features require higher-tier plans
Best For
Sales and marketing teams in agencies or service-based businesses seeking visually impressive proposals to close deals faster.
Pricing
Starts at $35/user/month (Essential, annual billing) up to $119/user/month (Ultimate); custom enterprise pricing available.
Conclusion
The best online quoting software varies by business needs, but enterprise leaders like Salesforce CPQ, Oracle CPQ, and SAP CPQ rise to the top—each offering unique strengths. Salesforce CPQ stands out with AI-driven automation for complex configurations, while Oracle CPQ and SAP CPQ excel in cloud and digital commerce integration, respectively. Together, these tools showcase the power of streamlined quoting to boost efficiency and sales performance.
To unlock seamless, efficient quoting, start with Salesforce CPQ—the top choice for automated excellence. For different priorities, Oracle CPQ or SAP CPQ also deliver robust, tailored solutions to drive smarter deals.
Tools Reviewed
All tools were independently evaluated for this comparison
Referenced in the comparison table and product reviews above.
