Quick Overview
- 1#1: Salesforce CPQ - Enterprise configure-price-quote solution that automates complex quoting, pricing, and contract generation within Salesforce CRM.
- 2#2: Conga CPQ - AI-powered CPQ platform for guided selling, dynamic pricing, and seamless quote generation integrated with multiple CRMs.
- 3#3: Oracle CPQ - Cloud-based CPQ software enabling complex product configurations, accurate pricing, and fast quote delivery for B2B sales.
- 4#4: DealHub - Revenue orchestration platform with CPQ capabilities for creating interactive quotes, proposals, and contracts.
- 5#5: PROS CPQ - AI-driven CPQ and pricing optimization software that maximizes deal profitability with intelligent quoting.
- 6#6: PandaDoc - Document automation tool for building, sending, tracking, and e-signing professional sales quotes and proposals.
- 7#7: Proposify - Proposal and quoting software that streamlines sales workflows with templates, analytics, and electronic signatures.
- 8#8: QuoteWerks - Desktop and web-based quoting software for distributors and resellers with product catalogs and CRM integrations.
- 9#9: ConnectWise Sell - CPQ solution designed for MSPs and IT service providers to generate accurate quotes from service catalogs.
- 10#10: FPX - Financial quoting and pricing software focused on optimizing B2B quote accuracy and speed for manufacturers.
These tools were selected based on key metrics: robust feature sets, user-friendly interfaces, reliability, and overall value, ensuring they meet the dynamic needs of today’s sales environments.
Comparison Table
Sales quoting software streamlines creating tailored, error-free quotes, a cornerstone of sales success. This comparison table explores leading tools like Salesforce CPQ, Conga CPQ, Oracle CPQ, DealHub, PROS CPQ, and more, equipping readers to evaluate options based on key features and suitability for their workflow.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Salesforce CPQ Enterprise configure-price-quote solution that automates complex quoting, pricing, and contract generation within Salesforce CRM. | enterprise | 9.4/10 | 9.8/10 | 7.6/10 | 8.7/10 |
| 2 | Conga CPQ AI-powered CPQ platform for guided selling, dynamic pricing, and seamless quote generation integrated with multiple CRMs. | enterprise | 8.9/10 | 9.4/10 | 7.8/10 | 8.2/10 |
| 3 | Oracle CPQ Cloud-based CPQ software enabling complex product configurations, accurate pricing, and fast quote delivery for B2B sales. | enterprise | 8.7/10 | 9.4/10 | 7.2/10 | 8.1/10 |
| 4 | DealHub Revenue orchestration platform with CPQ capabilities for creating interactive quotes, proposals, and contracts. | enterprise | 8.7/10 | 9.2/10 | 8.3/10 | 8.4/10 |
| 5 | PROS CPQ AI-driven CPQ and pricing optimization software that maximizes deal profitability with intelligent quoting. | enterprise | 8.7/10 | 9.3/10 | 7.4/10 | 8.1/10 |
| 6 | PandaDoc Document automation tool for building, sending, tracking, and e-signing professional sales quotes and proposals. | specialized | 8.3/10 | 8.8/10 | 8.4/10 | 7.9/10 |
| 7 | Proposify Proposal and quoting software that streamlines sales workflows with templates, analytics, and electronic signatures. | specialized | 8.4/10 | 8.7/10 | 9.1/10 | 7.9/10 |
| 8 | QuoteWerks Desktop and web-based quoting software for distributors and resellers with product catalogs and CRM integrations. | specialized | 8.1/10 | 9.2/10 | 7.3/10 | 7.8/10 |
| 9 | ConnectWise Sell CPQ solution designed for MSPs and IT service providers to generate accurate quotes from service catalogs. | specialized | 8.1/10 | 8.7/10 | 7.4/10 | 7.9/10 |
| 10 | FPX Financial quoting and pricing software focused on optimizing B2B quote accuracy and speed for manufacturers. | enterprise | 2.2/10 | 1.5/10 | 6.8/10 | 2.0/10 |
Enterprise configure-price-quote solution that automates complex quoting, pricing, and contract generation within Salesforce CRM.
AI-powered CPQ platform for guided selling, dynamic pricing, and seamless quote generation integrated with multiple CRMs.
Cloud-based CPQ software enabling complex product configurations, accurate pricing, and fast quote delivery for B2B sales.
Revenue orchestration platform with CPQ capabilities for creating interactive quotes, proposals, and contracts.
AI-driven CPQ and pricing optimization software that maximizes deal profitability with intelligent quoting.
Document automation tool for building, sending, tracking, and e-signing professional sales quotes and proposals.
Proposal and quoting software that streamlines sales workflows with templates, analytics, and electronic signatures.
Desktop and web-based quoting software for distributors and resellers with product catalogs and CRM integrations.
CPQ solution designed for MSPs and IT service providers to generate accurate quotes from service catalogs.
Financial quoting and pricing software focused on optimizing B2B quote accuracy and speed for manufacturers.
Salesforce CPQ
enterpriseEnterprise configure-price-quote solution that automates complex quoting, pricing, and contract generation within Salesforce CRM.
Einstein AI-powered guided selling that provides real-time product recommendations and pricing guidance during the quoting process
Salesforce CPQ (Configure, Price, Quote) is a robust sales quoting solution deeply integrated into the Salesforce CRM platform, enabling sales teams to configure complex products, apply dynamic pricing rules, and generate accurate, professional quotes in real-time. It automates the entire CPQ process, from product bundling and discounts to approvals and contract generation, significantly reducing errors and sales cycle times. With AI-powered features like Einstein CPQ, it provides guided selling recommendations and pricing optimization for high-volume, enterprise-scale operations.
Pros
- Seamless native integration with Salesforce CRM for unified data and workflows
- Advanced configuration engine handles complex products, bundles, and pricing rules
- AI-driven guided selling and pricing optimization accelerate deal closure
Cons
- Steep learning curve and complex setup requiring skilled administrators
- High implementation costs and ongoing expenses for customization
- Overkill for small businesses with simple quoting needs
Best For
Large enterprises with complex product catalogs, high-volume sales teams, and existing Salesforce infrastructure seeking end-to-end automation.
Pricing
Custom pricing starting at ~$75-$150 per user/month (billed annually), plus implementation fees often exceeding $50K+ for enterprises.
Conga CPQ
enterpriseAI-powered CPQ platform for guided selling, dynamic pricing, and seamless quote generation integrated with multiple CRMs.
Native Salesforce Revenue Lifecycle Management that unifies CPQ, contracting, and document automation in one platform
Conga CPQ is a robust configure-price-quote (CPQ) solution that automates the creation of accurate quotes for complex products and services, deeply integrated with Salesforce. It enables sales teams to configure products with guided selling, apply dynamic pricing rules, and generate professional quotes, proposals, and contracts seamlessly. Beyond quoting, it supports approvals, multi-currency, and revenue lifecycle management, reducing errors and accelerating sales cycles.
Pros
- Seamless native integration with Salesforce for real-time data sync
- Advanced configuration logic and dynamic pricing for complex products
- End-to-end automation including document generation and e-signatures
Cons
- Steep learning curve and complex initial setup
- High enterprise-level pricing
- Overkill for simple quoting needs without customization
Best For
Enterprise sales teams using Salesforce that manage complex, configurable products requiring precise quoting and contract automation.
Pricing
Quote-based enterprise pricing, typically $75-$150 per user per month depending on modules and volume, with annual contracts.
Oracle CPQ
enterpriseCloud-based CPQ software enabling complex product configurations, accurate pricing, and fast quote delivery for B2B sales.
AI-powered Intelligent Recommendation Engine for guided selling and optimal deal structuring
Oracle CPQ (Configure, Price, Quote) is a robust cloud-based platform that empowers sales teams to configure complex products, apply dynamic pricing rules, and generate accurate quotes swiftly. It integrates seamlessly with CRM, ERP, and other enterprise systems, supporting guided selling and deal management throughout the sales cycle. As part of Oracle's CX suite, it leverages AI for recommendations and optimizations, making it ideal for B2B organizations with intricate product catalogs.
Pros
- Powerful configuration engine for highly complex products
- AI-driven pricing optimization and intelligent recommendations
- Extensive integrations with Oracle ecosystem and third-party apps
Cons
- Steep learning curve and complex setup process
- High implementation costs and long deployment times
- Premium pricing not suited for small businesses
Best For
Large enterprises with complex product configurations and heavy reliance on Oracle's enterprise software stack.
Pricing
Custom quote-based pricing; typically $100+ per user/month for enterprise deployments, with annual contracts and minimum user commitments.
DealHub
enterpriseRevenue orchestration platform with CPQ capabilities for creating interactive quotes, proposals, and contracts.
DealRoom: A collaborative workspace for sharing quotes, negotiating terms, and closing deals with buyers and internal teams in real-time.
DealHub is a robust CPQ (Configure, Price, Quote) platform designed to streamline the sales quoting process for B2B teams. It enables guided selling with AI recommendations, real-time pricing and discounting, and seamless generation of professional quotes and proposals. Integrated with CRMs like Salesforce and HubSpot, it also supports eSignatures, contract lifecycle management, and collaborative DealRooms to accelerate deal closure.
Pros
- Lightning-fast quote generation and multi-currency support
- Deep CRM integrations and AI-powered upsell guidance
- DealRoom for real-time team and buyer collaboration
Cons
- Steep learning curve for complex configurations
- Custom pricing can be expensive for smaller teams
- Limited out-of-box reporting customization
Best For
Mid-market and enterprise sales teams handling complex, high-value deals that require guided selling and tight CRM integration.
Pricing
Custom quote-based pricing, typically starting at $75/user/month for basic plans, scaling to $150+/user/month for enterprise features with annual contracts.
PROS CPQ
enterpriseAI-driven CPQ and pricing optimization software that maximizes deal profitability with intelligent quoting.
AI-powered Next Best Action pricing engine that delivers real-time, personalized price recommendations to optimize win rates and margins
PROS CPQ is an enterprise-grade AI-powered Configure, Price, Quote (CPQ) platform designed for complex B2B sales, enabling sales teams to configure products, generate accurate quotes, and optimize pricing in real-time. It leverages advanced AI and machine learning to provide pricing guidance, deal profitability analysis, and automation of the entire quoting process. The solution integrates deeply with CRM, ERP, and other enterprise systems to streamline sales operations and boost revenue performance.
Pros
- AI-driven dynamic pricing and deal optimization for maximum profitability
- Robust handling of complex product configurations and multi-dimensional pricing rules
- Deep integrations with Salesforce, SAP, Oracle, and other enterprise systems
Cons
- Steep implementation timeline and high upfront costs for setup
- Challenging learning curve for non-technical sales users
- Less suitable for small to mid-sized businesses due to enterprise focus
Best For
Large enterprises in manufacturing, distribution, software, or high-tech sectors dealing with intricate pricing models and product bundles.
Pricing
Custom enterprise subscription pricing, typically starting at $100,000+ annually based on users, modules, and deployment scale.
PandaDoc
specializedDocument automation tool for building, sending, tracking, and e-signing professional sales quotes and proposals.
Dynamic content tokens that auto-populate personalized pricing and data from CRM integrations
PandaDoc is a robust document automation platform designed for sales teams to create, send, and track professional quotes, proposals, and contracts. It features drag-and-drop editors, dynamic content tokens for personalized pricing, and integrated e-signatures to streamline the sales quoting process. The software provides real-time analytics on document engagement, helping sales reps optimize their outreach and close deals faster.
Pros
- Intuitive drag-and-drop editor for quick quote creation
- Powerful analytics tracking viewer behavior and engagement
- Seamless integrations with CRMs like Salesforce and HubSpot
Cons
- Pricing can be steep for small teams or basic needs
- Advanced customization requires higher-tier plans
- Occasional glitches with complex documents or large files
Best For
Mid-sized sales teams needing professional, trackable quotes with e-signatures and CRM integration.
Pricing
Essentials at $19/user/month (annual), Business at $49/user/month, Enterprise custom pricing.
Proposify
specializedProposal and quoting software that streamlines sales workflows with templates, analytics, and electronic signatures.
Embedded interactive content like videos and hotspots that boost client engagement and proposal win rates.
Proposify is a proposal automation platform that enables sales teams to create, send, and track customized sales proposals and quotes with professional templates and branding. It streamlines the quoting process with features like drag-and-drop editing, e-signatures, payment integrations, and real-time analytics to monitor client engagement. Designed for B2B sales, it helps convert proposals into signed deals faster by embedding videos, interactive content, and dynamic pricing tables.
Pros
- Highly customizable templates with drag-and-drop editor for stunning proposals
- Real-time tracking, notifications, and analytics for deal insights
- Seamless e-signatures and payment collection (Stripe, PayPal) in one platform
Cons
- Higher pricing tiers required for advanced integrations and unlimited users
- Lacks complex CPQ capabilities like dynamic pricing rules or product configurators
- Mobile app is limited compared to desktop experience
Best For
Sales teams in agencies, consulting, or service-based businesses needing visually engaging proposals with built-in signing and payments.
Pricing
Starts at $49/user/month (Professional), $79/user/month (Premium), $99/user/month (Enterprise); billed annually with a 14-day free trial.
QuoteWerks
specializedDesktop and web-based quoting software for distributors and resellers with product catalogs and CRM integrations.
Integrated dynamic product catalog from thousands of vendors for instant, accurate quoting without manual data entry
QuoteWerks is a robust sales quoting and proposal software tailored for distributors, VARs, and service providers in industries like IT, AV, security, and telecom. It enables users to generate professional quotes rapidly by pulling from a massive integrated product database spanning thousands of vendors. The platform supports complex product configurations, dynamic pricing, clauses, and seamless integrations with CRMs like Salesforce and ConnectWise, as well as ERP systems.
Pros
- Extensive product catalog with over 1 million items from 12,000+ vendors
- Deep integrations with CRMs, ERPs, and e-commerce platforms
- Highly customizable quote templates and advanced configuration tools
Cons
- Steep learning curve for new users
- Dated user interface compared to modern SaaS alternatives
- Perpetual licensing plus maintenance adds long-term costs
Best For
Established B2B sales teams in complex industries like IT distribution and AV integration requiring detailed, vendor-specific quoting.
Pricing
Perpetual licenses start at ~$995 per user with annual maintenance fees of 20-25%; subscription options available via partners.
ConnectWise Sell
specializedCPQ solution designed for MSPs and IT service providers to generate accurate quotes from service catalogs.
Real-time product database with pricing/availability from 6,000+ vendors, eliminating manual lookups.
ConnectWise Sell is a powerful CPQ (Configure, Price, Quote) software tailored for MSPs, VARs, and IT solution providers, enabling sales teams to build complex quotes using a vast, real-time product database from over 6,000 vendors. It automates proposal generation, pricing calculations, and configurations while integrating seamlessly with ConnectWise Manage and other PSA/CRM tools. The platform supports e-signatures, deal registration, and sales analytics to accelerate the quote-to-cash process.
Pros
- Extensive real-time product catalog with 1M+ SKUs for accurate quoting
- Seamless integrations with ConnectWise ecosystem and major CRMs
- Advanced configuration tools for complex IT solutions and bundles
Cons
- Steep learning curve for new users without IT sales experience
- Best value locked into ConnectWise users; less ideal standalone
- Customization requires technical setup and ongoing support
Best For
MSPs and IT service providers integrated with ConnectWise Manage seeking robust, vendor-agnostic quoting for complex solutions.
Pricing
Starts at ~$99/user/month (billed annually), with tiered plans and custom enterprise quotes based on users and features.
FPX
enterpriseFinancial quoting and pricing software focused on optimizing B2B quote accuracy and speed for manufacturers.
Intelligent payment routing to maximize approvals and minimize costs
FPX (fpx.io) is a payment orchestration platform designed to help e-commerce businesses manage payments across multiple gateways, optimizing for acceptance rates and costs. It focuses on routing transactions intelligently but lacks core sales quoting features like quote generation, pricing configuration, product bundling, or proposal automation. As such, it is not a suitable solution for sales quoting software needs, making its inclusion in this category questionable.
Pros
- Excellent payment routing and optimization
- Supports multiple payment gateways seamlessly
- Improves transaction success rates for e-commerce
Cons
- No sales quoting, CPQ, or proposal tools
- Irrelevant for generating quotes or handling sales pipelines
- Limited applicability outside payments
Best For
E-commerce merchants focused on payment processing, not teams needing sales quoting capabilities.
Pricing
Custom enterprise pricing based on transaction volume; typically involves setup fees and per-transaction costs.
Conclusion
The reviewed tools offer a diverse range of capabilities, from enterprise-grade automation to niche-focused efficiency, with Salesforce CPQ emerging as the top choice—its seamless integration with CRM and robust complex quoting features setting it apart. Conga CPQ and Oracle CPQ follow as strong alternatives, boasting AI-driven guided selling and cloud-based scalability respectively, catering to varied business needs. Together, they highlight the advancements in sales quoting software, ensuring teams can streamline processes and close deals effectively.
Explore the top-ranked Salesforce CPQ to experience its end-to-end quoting solutions, or consider Conga CPQ or Oracle CPQ for tailored features that align with your specific sales workflows.
Tools Reviewed
All tools were independently evaluated for this comparison
Referenced in the comparison table and product reviews above.