CloudSense is a Salesforce-native cloud-based CPQ & Order Management platform that provides order management, pricing and configuration, contract management, business intelligence, and analytics capabilities to enterprise-level businesses that need to optimize sales performance, profitability, and cash flow. It consists of equipped sales, support, and executives with a single source of customer data and a centralized view of all customer orders.
It is built natively for the cloud and for Salesforce, providing a modern user experience that’s optimized for users in the field. This Salesforce-integrated platform empowers companies to design comprehensive, personalized proposals, reduce cancellations, and accelerate sales at every stage of the buyer’s journey. Take away the burden of admin and let your sales team sell-by automating repetitive manual tasks like quoting and approvals. Eliminate rekeying. Enter data once for a single view of your customer and more efficient sales.
#1 Conga CPQ
Conga CPQ is a cloud-based multi-channel sales management platform that is designed to help companies of all sizes turn their focus toward selling. Based on a modern premise that selling is really just a matter of partnering with customers to solve problems and move them along their buying journey, Conga allows customers and partners to be their own solution finders. By taking control of their own buying journey, they are able to save time and money while helping companies maximize revenue opportunities through increased insight into purchase intent.
The platform provides users with a user-friendly interface that allows customers to visually create quotes, reduce errors by virtually eliminating manual data entry, and manage all sales channels, including social selling tools. This enterprise-class, a vendor-agnostic cloud solution is designed to address the needs of enterprises that recognize the importance of sales alignment but struggle with the complexity of legacy systems and inefficiencies that hinder their ability to be successful. Its unified platform leverages AI to drive better forecasting, selling, and planning.
#2 Oracle CPQ
Oracle CPQ is a configuration, pricing, and quoting (CPQ) platform built for enterprises that enable different departments to work together seamlessly to transform a customer’s experience of buying products or services into a frictionless experience in a multi-channel environment. It streamlines the process of price and product configuration and enables a customer to easily submit a request that is automatically routed to the appropriate department based on rules-driven business logic, ensuring every customer receives a timely response. Accelerate revenue recognition by automating complex revenue recognition policies that are defined by the customer.
Oracle CPQ provides an advanced toolset for merchandisers, financial specialists, and sales specialists, including Oracle Order Hub, which is an advanced, rules-driven order management system for managing orders, Oracle Product Manager for configuring products and managing catalogs, and Oracle Estimator for generating quotes and proposals with desired profitability level. It offers integrated configuration, product, and orders management from a single platform, which is fully interoperable with other Oracle product capabilities. Moreover, the platform automates competitive benchmarking of price and feature options through a comparison of recurring revenue from historical data.
#3 Experlogix CPQ
Experlogix CPQ is a configure, price, and quote solution that enables businesses to provide their clients with complete end-to-end price transparency while saving them time and money. It is an essential component of a best-in-class demand generation strategy, helping businesses transform the quote to cash process by automating all critical activities. The platform dramatically improves sales performance by enabling companies to speed up the quote to cash process, track their sales performance and increase their win rates. The software offers extensibility and out-of-the-box integrations to Microsoft Dynamics CRM, Salesforce, and Netsuite.
The Experlogix CPQ features allow users to configure products and services, define pricing, and generate quotes from the platform. The goal is to have 100% customization for each customer and fully integrated processes with every other solution in the ecosystem. In addition, it stores all field names, data structures, business processes, checklists, and user permissions in a centralized system that can be customized per customer. Via the full online user interface or API call, you can orchestrate the execution of processes on pre-defined conditions or data changes.
XaitCPQ is an intelligent Sales Automation Software that gives the sales team productivity at their fingertips. The software brings all of your sales data under one roof to help you close more deals and grow your business faster. It’s intuitive and helpful, assisting you in ensuring that your sales team is always on track and able to make sure they are not missing out on critical opportunities. It has a variety of tools that allow you to manage leads, drive inbound and outbound marketing activities, track progress, schedule events and meetings, and much more.
Xait CPQ solution integrates many applications and processes into one seamless system. It leverages Cognitive AI to offer solutions for complex sales and service scenarios by providing an intelligent interface that can understand the customer’s intent and provide relevant solutions, significantly increasing efficiency and accuracy for every sales rep.
DealHub.io provides a configured price and quote (CPQ) and revenue amplification platform for enterprise companies to increase sales. The software is unique for its ability to solve the problems between three players in a B2B business; supply chain management, finance, and sales. It provides the ability to capture incoming leads, price and quote the lead, invoice the customer automatically, and forecast and manage revenue.
The platform help companies, including software integrators, VARs, and Sis build customer success programs that drive predictable monthly recurring revenue by configuring, quoting, pricing, and invoicing sales products in a single platform. It allows companies to differentiate in a crowded field of competitors by implementing an ARR-focused approach to sales which is easier and faster than ever before. Any warranty that was used to close a deal can automatically be synced back to your CRM, so you have all the data you need to optimize deals, measure trends, and gain a competitive advantage.
Trackfront is an all-in-one solution that enables you to capture leads, manage quotes, and convert proposals into contracts seamlessly by providing a single point of entry for all your sales & marketing communications. Start by creating quotes or proposals from any web page. When you log in to your account, it will automatically pull in the contact info and product catalog details from your website and Facebook page.
Trackfront will also automatically pull in any quote history on existing clients giving you a seamless experience. The platform gives you the option to configure the workflow process around your business model. You have the flexibility to capture leads online, provide online estimates, create proposals and manage contracts/orders all within one place. Moreover, it comes integrated with research tools that allow you to filter your quote searches based on contact information, company size, annual revenue, and industry type.
#7 Hive CPQ
Hive CPQ is a platform that enables manufacturers to create configurable products for their B2B customers on any platform without having to build a custom solution from either their own engineering team or a third-party solution. Manufacturers can also gain insights into their B2B customers’ buying decisions, which will help them further understand their market and drive revenue. The solution is designed with enterprise customers in mind by leveraging its robust e-commerce platform with world-class enterprise-grade software.
It offers a fully customizable product catalog powered by a comprehensive API that works with any platform and allows for schema flexibility and has the ability to get deep insights into customers’ purchasing decisions through machine learning. Hive CPQ integrates the e-commerce platform with the customer relationship management (CRM) system and a complimentary product information management solution. Moreover, the platform also allows dynamic selection and configuration of products sold through the e-commerce site based on customer input.
#8 Cincom CPQ
Cincom CPQ is a configure-price-quote and customer communications management solution that is designed to help B2B companies sell faster. It helps companies reduce setup costs, accelerate sales-cycle time and shorten the time it takes to close deals. The platform provides standardized order entry capability, streamlined collaboration tools, and real-time visibility into order status and pricing information. Customers have predictable pricing at every stage in the buying process and increased revenue from opportunity creation through to order fulfillment.
When a customer is ready to buy, your sales rep will open the CPQ program and guide the buyer through the various stages of product selection and configuration. The configuration rules built on the back-end will ensure the sales rep is only offering viable product options to the buyer. All in all, Cincom CPQ is a great platform that you can consider among its alternatives.
Merkato is a sales configurator and CPQ (Configure, Price, Quote) platform designed to help companies with the process of selling configurable or bundled products. It is used in the sales lifecycle from the quote and order down to shipment and invoicing. The platform has been developed for businesses that sell complex products, where the price is based on product configuration or bundled with other products.
Merkato also fits businesses that need to configure their catalog for specific customers, resellers, or distribution partners. The solution does not require additional infrastructure or integrations; it is fully integrated with Magento and is compatible with any store. The focus is to create a platform with the ability to elevate brands and retailers while at the same time working with the software in a way that allows them to be more productive. Merkato focuses on the needs of the modern business company, and its unique approach allows the company to lead.
#10 PROS Smart CPQ
PROS Smart CPQ is a configuration and pricing automation solution that leverages artificial intelligence to help B2B manufacturers easily create, publish and manage a wide array of multi-channel quote documents. The lightweight yet powerful solution is designed to help manufacturers accelerate the quote-to-order process by delivering a personalized and totally automated user experience for their customers. For manufacturers, PROS Smart CPQ will enhance quoting accuracy, speed quoting turnaround times, and provide all the necessary tools to deliver a more personalized customer experience.
Visualize profitability and analyze deal performance with integrated quote performance and waterfall charts. Moreover, you can leverage customer segmentation, buying patterns, market data, and a customer’s willingness to pay to deliver winning quotes. Based on AI and ML, its clustering algorithms help identify similar product portfolios and focus on buying differences, helping reps find new ways to increase sales. All in all, PROS Smart CPQ is a great solution for B2B that you can consider among its alternatives.
#11 bit2win CPQ
Bit2win CPQ is an integrated, configurable software solution that empowers your sales team with tools to generate customer loyalty and boost sales. It helps vendors to set up an online quoting system, manage product catalogs and manage configurations for customer orders. You can automate quotes by providing product pricing and configuration information to your sales team and customer. Its innovative do-it-yourself pricing tool instantly shows your customers how they can configure their own products.
The solution is extremely easy to implement and deploy and does it all for you. You can begin presenting your products in a way that gives your customers more freedom and ultimately more fun, without the hassle of time-consuming programming. Use its modern web-based interface to handle customers’ requests and configure how your business works. In a few clicks, you get everything you need to build and run your very own business. Bit2win CPQ is packed with state-of-the-art features, such as the auto-created quote email with the attached proposal view rendering.
#12 eRep CPQ
eRep CPQ is a cloud-based configure, price, quote (CPQ) solution that helps companies create competitive advantage by creating smooth end-to-end order to cash processes, providing seamless integration and collaboration between all parties involved. The tool allows users to build and share quotes in real-time. It’s easy to use with an intuitive interface that enables users to build complex, multi-step quotes at their own pace.
You can create dynamic variation based on customer input when they are creating and editing their product orders. It offers everything you need to configure and price complex offerings that help you maximize your sales. With eRep CPQ, users can easily manage quote lifecycles and collaborate with colleagues across marketing and sales teams to match prospects with the most appropriate products and services. With automated email notifications, users are notified of any changes in a quote’s status so they can respond immediately.
#13 CIS Configurator
CIS Configurator is a product configurator and sales automation and enterprise computing platform that allows the business owner to set up the product configuration, price, and configurable options. This configurator engine is optimized for speed and can be used to create digital solutions for the web and mobile devices. It is based on a cloud model and includes various tools to assist companies in the development of their business. The overview of the complete pricing makes it easy for customers to configure products that are made up of many variants.
It is also possible to use the CIS Configurator with or without integration into a webshop solution or mobile app. The analytics will help you increase their sales, customer satisfaction, and marketing impact. Products are created via the product builder and customized with flexible options, each with its own price. Shoppers browse available products and make purchases using a simple checkout process on any device.
#14 Apparound CPQ
Apparound CPQ lets businesses power their product information, price quotes, and sales automation processes across all channels in one place. It offers suppliers and manufacturers a complete view of their product data and automates all their quoting processes, driving sales. It automates the sales process by instantly synthesizing customer information, using pre-defined questions, and converting quotes into orders based on the customer’s demands.
Using its API, developers can integrate Apparound CPQ functionality with existing websites and or CRMs. The price quote configurator fully integrates into your ERP and eliminates the manual entry of price quotes. With this solution, there’s no need to duplicate data effort, as it integrates with your current ERP system. With Apparound, salespeople can configure products from within their browser without having to switch between apps and sync their quotes with the back-end systems.
Qwilr is a proposal management software that allows teams to create better and robust business documents. You don’t need to spend hours for branding your content, and its templates service automates the branding that helps to spend more time on clients and less for projects and provides you with the dream and creative content. Qwilr creates proposals in a professional manner that engage your client’s attraction and serve you with continuous sales and marketing documents.
It permits you to reuse your previous content with ease that allows you to stay on your brands. Qwiler makes no compromises with security and has an advanced security feature that protects your documents with passwords. In addition to proposal delivery, it assists with essence email features that deliver high-quality messages to enhance customer and conversion rates. Qwilr is now making its mark with symmetry media, digital reach, time hub, and much more.
Quotegine is a proposal providing software specially designed for small enterprises that allow teams to collaborate and to improve their services. Its template for a project is unique and automates and assists you in branding, and you do not need to spend hours for banding. Its models are of different styles, and unique layouts that catch the attention of clients and Quotegine lets you automate proposals with e-signature.
It keeps you up to date by sending an alert via email whenever your client opens your proposal, and you can reuse your previous quotes with Quotegine. This software is making its demand by providing customizable branding and an advanced pricing management system, and you can send proposals to clients that allow discussing, reject, and approve proposals.
Quoterobot is an online solution software to your proposals that lets your branding robust and secure that allows your teams to lift and improve businesses in no time. It is an easy and demanding solution for enterprise and web professionals for invoices and contracts. Quoterobot comprises with the multiple themes that make your proposals attractive and engage many customers.
You do not need to serve time on a word processor for branding, and it is providing templates service that makes your business proposal up to the mark with less effort, and it helps to give more time on clients and less in designing projects.
Approval of projects is now accessible via automating e-signature feature, and that enables you to discuss and reject proposals. Quoterobot is now providing an alert system that keeps you up to date whenever a client opens your project.
NiftyQuoter is a software that creates a proposal online and adds value to your brand that allows saving both time and money. There is no need to serve time on making a brand portfolio as NiftyQuoter comes with an automation template developing tool that makes attractive proposals for your business, and the project comes with smart themes that engage many customers. You can send plans to customers via NiftyQuoter, and clients can easily reject, discuss, and approve your projects.
The detailed and astonishing dashboard allows you to take a look at all proposals and to check client activities, to comment on plans, and different information displays on projects. NifQutor has so many features to offer, such as great charts and stats, client activity, various filters, universal search, drag and drops interference, tokens, image, and files.
You can directly send your proposal with email, and automatic PDF generation reduces the headache of spending time. Other primary functions perform by NiftyQuoter are analytics, editable quantity, SSL security, custom tokens, auto reminders, proposal expiration, and many more services included.
Lancelot is an online business proposal providing software that creates your professional branding rapidly and efficiently. It takes not much time to draft an attractive plan efficiently, and whenever your client opens a project, then real-time notification keeps you up to date on what is going on. Lancelot reduces the headache of sending the proposal back and forth because it allows your customers to accept the bid directly.
It works on a simple technique to design your scheme that looks attractive and engages the client’s attraction and also providing real-time delivery of proposals. Electronic signature helping you to approve proposal directly, so you do not need to send documents, and printing.
Lancelot assists you with the proper cover image to get your projects to win orders. In addition to providing a good proposal, it offers custom services, re-useable library, preview, send and track, generate PDF, and much more.
QuoteWerks is an online proposal creator tool that makes your branding professional. You don’t need to spend much time building a brand portfolio, and it automates your branding with a template service that engages many customer’s attraction. Sales pipeline transparency permits compelling and straightforward designs that make your sales to lift, and you can track all the customer interactions closely.
Peer and management approval guarantee you for proposals by reducing errors, and the documents created in QuoteWerks are consistent and accurate. CRM and accounting integration make the software to advance in the right direction by transfer of your sales and data information and to provide deployed solutions as well.
Besides, it plays its part in branded quotes and proposals, centralize quote storage, and standardize workflow and pricing. QuoteWerks has many products to offer, such as quote-wallet, the real-time module, share-werks, and much more.
#21 Libris Unify
Libris Unify is a time-saving software that permits you to create proposals for clients and provide your business to stay in a competition that speeds up your sales. You can transform your personalization with many advance tools that enhance your branding. Its templates services with significant results engage customer’s attention that allows your business to lift in no time. Libris Unify designs your business brochure in such a way that it resonates with clients.
Its cloud-based service assists you in controlling and managing your marketing documents at any time and anywhere. Whenever a new client gets attach to your proposals, it notifies you via e-mails. Libris allows you to grow as a sales and marketing team, company, or franchise. This software aids you with the following functions such as, make a faster response to leads, work with brand guidelines, tools for advancements, and much more.
Proposify is online software that allows sending, track, and create proposals with electronic signatures. Automate Proposal provides branding and content to your project with templates, and you don’t need to waste time on content and branding. Untangling the process is a leading act that Proposify performs, that allows your team to be on the path of success.
This software permits you to reuse your content, and you only need to customize the details for the next deal and snapping a proposal take minutes by storing option. You can make customers interested in your project with interactive pricing, videos, and live chats within the software.
Some of the top business applications integrated Proponsify that allows improving your efficiency by syncing CRM and many project management tools. In addition to all, it provides many resources such as template gallery, case studies, podcasts, books and guides, and webinars, and more.
#23 Nusii Proposals
Nussi is a software that allows you to create projects to capture your customers. This software has many things to offer, such as templates, open notifications, custom domain, proposal tracking, electronic signature, and many more things to do. Nusii creates proposals in such a way that you don’t need to dig through old files, which allow spending more time on clients and less on projects.
Nussi continuously updates you with proposal notifications with an email whenever a client opens your proposal. You can add to your branding, email, and domain with beautiful templates, that lets you not to spend hours in photoshop for branding.
Whenever you need client’s reports, you can easily access their reports, and it also provides automation proposal services as well. Nussi lets you reuse your content along with the price rate just by only a click, and you don’t need swapping out your previous client details.
Bidsketch is a proposal software that allows you to create electronic signatures, and track your professional client proposals in half time. You can efficiently drop your content, fees, and different design to create attractive manifesto in minutes. Bidsketch is making its mark with a perfect plan for salespeople, sales teams, and closing deals for anyone.
It assists in getting your project signed faster with the e-signature feature, and it continuously notifies you whenever clients open proposals. Client landing service makes your bid more professional in terms of services and content that allows the client to view, approve, export, and comment on proposals.
Bidsketch is now making advancement by providing automate next steps with approval messages, and it is also an excellent terminology to give professional a new client guide, project files and let them know what is coming next.
Quosal is an online tool providing software, for quoting and sales workflow automation, and it’s closing sales is easy and robust for small to intermediate-sized businesses. Quosal is now offering five different products, and each design is meeting specification standards. It maintains a significant success through the good sales management team, process team, and many advanced tools. Relationships with clients make a platform to sell more efficiently and to gain more priority.
Its automation platform helps to create unique and professional quotes and proposals and provide close details faster. It comes with many functions, including quotes and plans, product sourcing, workflow automation, and reporting. Quosal Solution guide managing a business, boost sales, grow cloud business, strengthen security, and many more.