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CPQ Software 2021: Comprehensive Guide

CPQ stands for Configure, Price, Quote. CPQ software helps sales organizations draw up optimal product-service configurations, set up accurate pricing rules and discounts, and generate quotes and professional proposals customized to buyers' needs. When a company's product offerings grow or when the products and services offerings are highly customized, pricing becomes difficult . CPQ software helps address these problems. CPQ streamlines the sales process, reduces administrative tasks, and ensures the delivery of accurate quotes to buyers. Learn the benefits of CPQ software, how it helps companies in revenue and proposal management and how to choose the right CPQ software.

Last updated: Apr 8, 2021

CPQ Software 2021: Comprehensive Guide

What is CPQ - Configure-Price-Quote?

Sales, as a function, has been changing for over a century, evolving from mere widget-selling to increasingly sophisticated versions of consultative selling. Customers have come to expect solutions closely tailored to their specific requirements. Businesses, on their part, have been responding to this by progressively enhancing their product and service portfolios.

Naturally, this means that salespersons have to deal with a lot more complexity when trying to put together an optimal product-service configuration from all of the possible options. Without software assistance, the solution configurations they draw up can be arbitrary, incomplete, overly simplified, and/or suboptimal to customer needs.

Sales folks are also known to struggle with complex pricing and T&C sheets while trying to get together the correct quote to accompany a particular solution configuration. So, wrong pricing, incorrect discount rates, other inappropriate terms that the company is in no position to support, all tend to creep into quote documents due to paucity of time, bad understanding of the company’s capabilities, or because a salesperson unduly sweetens a deal in their eagerness to close it. All this can lead to much money being left on the table, besides the risk of needlessly dissatisfying customers.

What is CPQ Software?

A software solution designed to assist businesses in Configuring, Pricing, and creating Quotes is called a CPQ Software.

CPQ Software draws upon information on all the product and service options offered by an organization, applies relevant business rules in all their complexity, and synthesizes these to:

  • Configure solutions that are highly optimized to each customer’s business needs,
  • Draw up accurate Pricing based on the finalized configuration,

Produce a Quote document complete with relevant and accurate technical and commercial information

In human terms, a CPQ software protects its users from the effect of combinatorial explosion arising from the sheer variety of options in the company’s products and services, and their configurable terms and business rules. Complex product details, pricing, discounting, commercial terms, other business rules - CPQ Software makes all of these available instantly to all parts of the organization alike, helps configure them into valid, optimized combinations, and helps create comprehensive quote documents. This kind of instant support vastly simplifies salespersons’ lives. They can respond very quickly to prospects with their organization’s best solution configurations at the best pricing and delivery terms, no matter how complex the prospect’s requirement or the proposed solution may be. The agility and accuracy that the Software lends its users pay off in terms of customer satisfaction even before the sale is made and could last right through the whole relationship.

CPQ Software enables your internal sales team with sales-related information and its accurate configuration. The same advantage can be made available to all your sales channels using its differential rights feature. This ensures that each channel can access only those details and terms that are applicable to it. Your organization can control not only product configuration but also pricing and discounting, delivery terms, post-sale support terms, etc. for each channel. The Software empowers you to set the rules initially, but more importantly, it makes observing trends and course-correction much easier. Naturally, this information can readily feed into future strategies as well.

Many B2C businesses use the retail version of CPQ Software that allows retail customers to configure their desired combination of product and service features into the solution that they would like to purchase. B2C CPQ typically includes a visualizer so that the prospective customer can see what their chosen configuration would look like. Retail marketplaces like Amazon, automotive retail websites, luxury goods portals, garment, and accessory portals are some examples.

CPQ Software is available as on-premise and cloud-based applications, the latter dominating late innovations in this area.

5 Key Benefits of CPQ Software

Streamline CPQ Process

The solution configurations that CPQ Software proposes, the pricing details, and the final quote are comprehensive as the software includes in its consideration all the relevant product and pricing information. This helps to streamline the CPQ process. Most of the CPQ software incorporate industry best practices.

Increase in Sales

CPQ Software enables accurate, quick sales. Hence salespersons can handle more deals. It also makes it more likely that they would close deals.

CPQ Software produces configuration recommendations that incorporate all relevant information. So, recommendation engines for cross- and upselling allied solutions would be natural add-ons.

With the ability to produce more comprehensive, very accurate, extra-quick quotes, with the added advantage of recommendations for additional sale opportunities, sales cycles are faster and sale volumes are larger. Customer satisfaction too is boosted, and this seeds a virtuous feedback cycle of repeated business.

Higher Pricing Power

Pricing power, especially for highly competitive, mature markets, is determined by the perceived quality of sale. Customers value the promptness, completeness, and pleasantness of their purchase experience in addition to how the product/solution performs against their requirements. A good CPQ Software used intelligently can lend significant pricing power.

Dynamic Responsiveness to Business Changes

The platform makes it possible to instantly change any product, pricing, and policy information, and updates thus made are instantly effective organization-wide.

Improved Customer Satisfaction

CPQ process is one of the key contributing factors to Total Customer Satisfaction. Organizations with complex product/solution offerings and pricing structure often struggle with their CPQ process and it results in bad customer experiences which in turn negatively impact customer satisfaction. Adopting a CPQ software greatly streamlines this process, reduces errors thereby greatly increasing customer satisfaction.

Industries that benefit from CPQ Software

CPQ Software originated in complex B2B manufacturing industries like aviation, where the sheer variety of components were beginning to overwhelm manual capacities, just as computing technology was maturing enough to take on some of the load. B2B industries with complex BOMs continue to be heavy users of CPQ Software.

Not limiting the power of this platform to internal teams, B2B customers also have been benefiting from the ability to directly configure their purchases on vendors’ CPQ platforms.

B2C customers also are now accustomed to the freedom of putting together their preferred version of the products on offer through B2C instances of CPQ software. It has become commonplace to pick out your choice of colors, accessories, and other specifications on company websites of consumer products from automobiles to gourmet coffee.

Users of CPQ Software

Especially in the B2B context, it is the salesperson’s job to put together a good product configuration, work out the best pricing, and draw up a quote document to present to the customer, but sales teams are not the only users of such a versatile software product as a CPQ platform.

CPQ works best when engineering, manufacturing, marketing, product management, and finance buy into it, and so, staff from all these departments are potential users at some point, although sales staff are likely to be the most frequent users.

In customer-facing CPQ implementations, the customer is a user too. In those cases, the user experience must be paid special attention, including its coherence with the brand’s identity.

Why CPQ is Important?

CPQ Software plays an important role in solving several key business problems.

Problem#1 - Pricing and Quote process are prone to human error

Businesses struggle with accuracy issues in product configuration and pricing data. These errors lead to bad customer experience. CPQ Software helps to eliminate human errors. The Software handles data complexity competently and the deliverables it creates are accurate.

Probem#2 - CPQ process is time-consuming

CPQ process is time-consuming and often incurs due to delays in reviews and approvals. Without software, the greater the variety of available options the slower the decision-making. Approvals and reconsiderations across the organization, and the sheer labor of drafting the documents, all make the CPQ process time-consuming without software. CPQ Software cuts down process time drastically.

Problem#3 - Pricing and Quote Proces are siloed

CPQ Software is typically designed to integrate with CRM and ERP tools, to ensure seamless information sharing, which enables those systems to serve their operational and strategic purposes much better than otherwise possible. Instant information also ensures a much quicker deal approval process, especially for large, complex deals. Rights attributes can be set differentially for different audiences so that each type of audience can access only the information relevant to them.

Key Features of CPQ Software

Configuration and Visualization

Configuration is a core function of CPQ Software. At its simplest, configuration draws upon product data to configure the best-fit solution per client requirements. More complex configuration modules will incorporate other relevant data such as the history of similar deals, client profiles, etc. The use of artificial intelligence allows for a particularly complex, pointedly targeted configuration. Visualization, more popularly used in B2C CPQ Software, is a dynamic feature that allows the prospective customer to actually see a 2D or 3D visual representation of the product they have configured.

Guided Selling

Especially relevant to B2C deployments of CPQ Software, guided selling refers to helping the consumers narrow down to the configuration that is the most appropriate fit to their requirements. Getting this right requires that the recommendations are not made too early so as to leave the consumer feeling boxed in, and yet are proposed soon enough to prevent feeling overwhelmed by choice. Guided selling can be used by sales reps too to zero in on the best configuration for a particular client.

Automated Pricing and Discounting

CPQ Software can process complex pricing information and discounting rules to accurately calculate pricing options for the selected configuration. Some solutions can incorporate differential pricing and discounting locks as applicable to whichever channels/ direct sellers are logged in. With inbuilt AI capability, the software can include insights from historical data and contextual peculiarities into pricing and discounting.

Catalog Management

To access details about the company’s products/components, the Software can sync into an existing platform’s catalog database or provide its own catalog management support. Many offerings can also support rules on component bundling and exclusions, and of course, corresponding pricing and delivery specifications.

Recommendation Engine

Many CPQ solutions can make competent recommendations for cross-selling to the same audience, and/or selling a higher configuration that would be a more suitable solution for the prospect’s requirement than the one first considered. This enables sales reps to do more cross-selling and upselling.

CRM and ERP Integration

The ability to integrate the software into the company’s existing enterprise platforms transforms its potential value to the company. This overcomes the siloed problems enterprises face in their CPQ process. Many CPQ software come with out of the box integrations with popular ERP and CRM software.

Mobility Support

Sales personnel are significantly more empowered if they can utilize the full suite of features of the CPQ Software while on the move. The ability to support remote access and its usability through mobile platforms such as smartphones is an important feature.

Reporting and Audit

CPQ Software deals with data pertaining to the actual transactions where the value the company offers to its customers is transferred to the customer and its monetary value is realized by the company - clearly, prime strategic data. The facility to audit this data, perform analyses, and produce reports - these are featured in most advanced versions of CPQ Software.

Artificial Intelligence in CPQ Software

The forte of Artificial Intelligence is its ability to parse through huge amounts of disparate data to pluck insights out of them, which it can weave into actionable recommendations. Sure enough, vendors of CPQ Software are actively incorporating AI capabilities into the various modules of the software, especially, in configuration, guided selling, upselling and cross-selling, dynamic pricing, and such ergonomics as voice-activated workflows.

AI scores over conventional rules-based algorithms in such areas as pricing, as machine learning evolves more and more capable methods of optimizing price as it encounters larger quantities and a variety of relevant data. Such datasets as product costs, deal history, competitive landscape, client profile, sale context, etc. come into active play, with no leakages whatsoever, such that the pricing arrived at each time is actually better nuanced and more optimal than the previous instances.

Likewise, AI performs very well in configuration and selling guidance too, be it to recommend upselling opportunities on the current deal or for cross-selling other solutions. Highly aligned to customer requirements - expressed or tacit - as the recommended solutions are likely to be, customers appreciate the efficiency involved.

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Buyers’ Guide to Choose the Right CPQ Software

Choosing the right CPQ Software for your business and implementing it well can have far-reaching positive implications well beyond the Sales function. CPQ would very much be a core component of your sales stack, but can also prove itself an indispensable cog of your enterprise system.

As discussed above, CPQ Software is available in a wide spectrum of applicability. So, fundamental questions about your own business environment and requirements should be the first ones to get answered:

Buyers are recommended to consider peer reviews and expert opinions that are extensively available on Cuspera before making buying decisions. Cuspera’s AI based engine guides you through the requirement process to help you choose the right software.

Go to Cuspera
  • What size is your business?
  • How many products/solutions do you offer?
  • In how many combinations?
  • Through which channels?
  • What variety of pricing and discounting rules apply?
  • Do you operate across several political and geographical boundaries, and if so, how many regulatory regimes apply?

Then, examine how you will use the software:

  • Do you want to use this software to address the whole spectrum of sales outlaid above, or only a portion of it? Why, and how will it work?
  • Do you want to use the software internally or have it face customers?
  • Do you want to own and host it entirely in-house, or would you prefer the more popular SaaS option?

More on the software and its vendor:

  • Does the vendor offer AI-based insights and recommendations, and how robust are they?
  • Is mobility support offered?
  • Does the solution integrate easily and thoroughly with your other enterprise platforms, especially CRM and ERP?
  • How customizable is the solution to your specific requirements?
  • Does the software scale as well as you grow?
  • What manner of support is offered post-purchase?

It would make sense to request demos and, where possible, use live use cases. It is also advisable to use professional assessment tools to complete this evaluation in adequate detail before plunging into the purchase.

Challenges in adopting CPQ Software

As with any other enterprise software, the smooth adoption of CPQ Software too is contingent on being cognizant of the following so that likely pitfalls are averted.

Requirement Assessment

An incomplete understanding of one’s business environment can lead to inadequate requirement documentation, which in turn, can lead to the purchase and implementation of a suboptimal solution. To avoid this, it would make sense to acquire professional assistance to map requirements.

Effective Cross Functionality

Although CPQ Software primarily automates significant sales function activities, it will succeed in its enormous potential only if its pan-organizational character is understood and planned for. The IT department’s technical involvement is obvious. CPQ works best when engineering, manufacturing, marketing, product management, and finance buy into it too.. Ensuring this kind of cross-functional effort usually involves a top-down approach in strategizing and operationalizing CPQ Software deployment.

Data Currency

Setting up new software would be pointless if processes aren’t in place to maintain and update its access to all relevant data, and responsibilities to ensure that this is done systematically haven’t been assigned. Bumpy integration with other enterprise software can have the same effect. While these problems are not peculiar to CPQ Software, the potential value that software of this sort can deliver would be grossly undermined by such lapses.

Team Readiness

Training and practice are key to getting the team to really milk the software’s promise. Too often, this is done half-heartedly, and the results are commensurately disappointing.

Which of these 151 CPQ software fit your needs?

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151 CPQ Software

Competera

Pricing software for online and omnichannel retailers

4.80

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Competera Icon

Competera

4.80
★★★★★
★★★★★
Pricing software for online and omnichannel retailers
Highlights
Top Business Usecases : Products & pricelist management,Customer case management,Advertisement
Top Features : Dashboard,Calculator,Alerts: popups & Notifications
Competera Icon

Vendor: Competera

Company Size: 101-250

HQ Location: West Hollywood , California

Financials: Seed

Price Optimization

Price Optimization Software for Brick&Click retailers

4.79

Read Reviews
Price Optimization Icon

Price Optimization

4.79
★★★★★
★★★★★
Price Optimization Software for Brick&Click retailers
Highlights
Top Business Usecases : Products & pricelist management,Customer case management,Helpdesk management
Top Features : Dashboard
Price Optimization Icon

Vendor: Competera

Company Size: 101-250

HQ Location: West Hollywood , California

Financials: Seed

RFPIO

RFPio: RFP Software

4.78

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RFPIO Icon

RFPIO

4.78
★★★★★
★★★★★
RFPio: RFP Software
Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Collaboration
Top Features : Templates,Dashboard,Personalization
RFPIO Icon

Vendor: RFPIO

Company Size: 51-100

HQ Location: 4145 SW Watson Ave., Suite 450, Beaverton, Oregon 97005, US

Financials: Series A

Prisync

Pricing Software for E-Commerce | Prisync

4.78

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Prisync Icon

Prisync

4.78
★★★★★
★★★★★
Pricing Software for E-Commerce | Prisync
Highlights
Top Business Usecases : Products & pricelist management,Competitive intelligence,Helpdesk management
Top Features : Alerts: popups & Notifications,Live monitoring,Dashboard
Prisync Icon

Vendor: Prisync

Company Size: 11-50

HQ Location: Istanbul, Istanbul

Better Proposals

Online Proposal Softwar

4.76

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Better Proposals

4.76
★★★★★
★★★★★
Online Proposal Softwar

Better Proposals is an online proposal builder software that enables users to craft professional-looking proposals with ease and speed. This tool is built with user-friendly features to simplify and speed up the proposal creation process while ensuring high quality and high impact both users and prospects will appreciate.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Digital signature
Top Features : Templates,Personalization,Alerts: popups & Notifications
Better Proposals Icon

Vendor: Better Proposals

Company Size: 1-10

HQ Location: Brighton, England

Financials: Private

Quotient

Quoting Software

4.75

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Quotient Icon

Quotient

4.75
★★★★★
★★★★★
Quoting Software

Quotient is an online quote creation and management application that enables to create quotes in a few simple steps. It provides solutions that caters to small businesses across various industry verticals and helps users to create, send and manage professional quotes.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Engagement management
Top Features : Templates,Dashboard,Alerts: popups & Notifications
Quotient Icon

Vendor: Quotient

Company Size: 1-10

HQ Location: PO Box 5383, Hamilton 3242, New Zealand

Financials: Private

Nusii

Proposal Software for Creative Businesses. | Nusii

4.74

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Nusii

4.74
★★★★★
★★★★★
Proposal Software for Creative Businesses. | Nusii

Nusii is a Proposal Software that helps to create deals. It is designed for creative agencies and online businesses.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Engagement management
Top Features : Templates,Alerts: popups & Notifications,Personalization
Nusii Icon

Vendor: Nusii

Company Size: 11-50

Financials: Private

Dealhub

A complete end-to-end Deal Acceleration Platform managing every sales engagement touchpoint.

4.73

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Dealhub

4.73
★★★★★
★★★★★
A complete end-to-end Deal Acceleration Platform managing every sales engagement touchpoint.

Dealhub is a sales proposals and contract management platform for sales teams to close deals faster and increase revenue.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Contract management
Top Features : Personalization,Templates,Interactive content
Dealhub Icon

Vendor: Dealhub

Company Size: 11-50

HQ Location: 153 2nd street, suite 102, Los Altos, California 94022, US

Financials: NA

ResponsiBid

The selling system for service companies.

4.69

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ResponsiBid Icon

ResponsiBid

4.69
★★★★★
★★★★★
The selling system for service companies.

ResponsiBid is a bidding and sales tool including follow-up automation and keep the focus on making the best bidding and sales tool to maximize the profit and revenue and also acquire customers.

Highlights
Top Business Usecases : Engaging and following up,Engagement management,Proposal & quote management
Top Features : Personalization,Predictive scheduling
ResponsiBid Icon

Vendor: Symphosize

Company Size: 2-10

HQ Location: Arizona

Financials: NA

Armatic

Armatic - AR Automation & Revenue Lifecycle Management Software

4.69

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Armatic Icon

Armatic

4.69
★★★★★
★★★★★
Armatic - AR Automation & Revenue Lifecycle Management Software

Armatic is an All-in-one Accounts Receivable software built for supporting Sales teams with contract and order processing, and Finance teams with the tools for managing accounts receivables, billing and payments.

Highlights
Top Business Usecases : Sales document management,Engagement management,Digital signature
Top Features : Feedback surveys,Dashboard,Recording
Armatic Icon

Vendor: Armatic

Company Size: 1-10

HQ Location: 5151 California Ave Suite 180, Irvine, California 92617, US

Financials: Seed

Loopio RFP

RFP Software | Respond to RFPs with Loopio

4.69

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Loopio RFP Icon

Loopio RFP

4.69
★★★★★
★★★★★
RFP Software | Respond to RFPs with Loopio

Loopia RFP is a Response Management Software that helps businesses grow and measure their response process for RFPs, RFIs, Security Questionnaires, and more. It is widely used by sales, proposal and security teams. It helps to improve ROI, sales and revenue.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Collaboration
Top Features : Templates,Alerts: popups & Notifications,Personalization
Loopio RFP Icon

Vendor: Loopio

Founded: 2014

Company Size: 51-100

HQ Location: 310 Spadina Avenue, Suite 600 Toronto, ON M5T 2E8

Financials: Series A

QuoteOnSite

Simplify your quotes and proposals - QuoteOnSite

4.68

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QuoteOnSite

4.68
★★★★★
★★★★★
Simplify your quotes and proposals - QuoteOnSite
Highlights
Top Business Usecases : Proposal & quote management,Sales document management,Workflow management
Top Features : Dashboard,Templates,Alerts: popups & Notifications
QuoteOnSite Icon

Vendor: QuoteOnSite

Company Size: 1-10

HQ Location: Wales, United Kingdom

Expedite Commerce

Expedite Commerce - Quote-to-Cash, CPQ, Billing and eCommerce software that helps you focus on your customers

4.68

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Expedite Commerce Icon

Expedite Commerce

4.68
★★★★★
★★★★★
Expedite Commerce - Quote-to-Cash, CPQ, Billing and eCommerce software that helps you focus on your customers

Expedite Commerce is an eCommerce platform that handles sophisticated B2B processes including CPQ, Billing, and Order Management. It provides the solution that helps manufacturing, distribution and communication businesses with quote-to-cash processing, automatic billing and payments.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Training & onboarding
Expedite Commerce Icon

Vendor: Expedite Commerce

Company Size: 11-50

HQ Location: 7700 Windrose Ave, Plano, TX 75024, US

Financials: Private

Practice Ignition

Client Engagement, Proposals & Payments Software

4.68

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Practice Ignition Icon

Practice Ignition

4.68
★★★★★
★★★★★
Client Engagement, Proposals & Payments Software

Practice Ignition is a sales proposal automation software solution that facilitates proposals, payments, insights, scope management, and integrations. It is designed to help the sale with a proposal that takes minutes to create and seconds for the client to electronically accept, no more print, sign and scan. It helps to improve cash flow and reduce debtors.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Engagement management
Top Features : Templates,Dashboard,Alerts: popups & Notifications
Practice Ignition Icon

Vendor: Practice Ignition

Company Size: 11-50

HQ Location: 37 Shepherd Street, Chippendale, NSW 2008, AU

Financials: Private

Docsend

DocSend - Share business-critical documents with confidence

4.67

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Docsend

4.67
★★★★★
★★★★★
DocSend - Share business-critical documents with confidence

DocSend is a secure document sharing platform which enables sharing, tracking and managing important documents in a secure environment. It enables Sales Enablement, Investor Relations, Board Management, and FundRaising activities and can be used by Sales Leaders, startup founders, investment bankers, and consultants.

Highlights
Top Business Usecases : Sales document management,Content management,Engagement management
Top Features : Personalization,Alerts: popups & Notifications,Templates
Docsend Icon

Vendor: Docsend

Founded: 2013

Company Size: 11-50

HQ Location: 351 California Street, Suite 1200, San Francisco, CA 94104

Financials: Private

Apparound

Electronic Signature Increase the speed of deal closure by using electronic signature

4.66

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Apparound

4.66
★★★★★
★★★★★
Electronic Signature Increase the speed of deal closure by using electronic signature

Apparound is a sales productivity improvement software. Apparound is a cloud-hosted application used to digitize sales content and boost the productivity of selling processes. The technology streamlines sales workflows so that sellers can accomplish more tasks, while simplifying and improving buying processes for customers.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Contract management
Top Features : Personalization,Dashboard,Gamification
Apparound Icon

Vendor: Apparound

Founded: 2008

Company Size: 11-50

HQ Location: Montacchiello 56121 Pisa, Via Umberto Forti 1

Financials: Private

Proposify

Proposal Software - Proposify

4.65

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Proposify Icon

Proposify

4.65
★★★★★
★★★★★
Proposal Software - Proposify

Proposify is a proposal software suitable for web design and marketing companies of all sizes. Its web platform that effectively streamlines the proposal writing process by addressing the usual issues that come with devising and writing proposals. It helps modern sales teams create, send, track, and e-sign winning proposals, contracts, and agreements.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Contract management
Top Features : Templates,Alerts: popups & Notifications,Personalization
Proposify Icon

Vendor: Proposify

Company Size: 1-10

HQ Location: 1877 Hollis St, Halifax, Nova Scotia B3J, CA

Financials: Seed

Tilkee

Tilkee, the tool to track your digital documents - TILKEE

4.62

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Tilkee

4.62
★★★★★
★★★★★
Tilkee, the tool to track your digital documents - TILKEE

Tilkee is a data driven online sales enablement platform that enables cross team collaboration. It helps to align marketing and sales and guide other cross functional teams like channel management, customer success teams and Product Marketing towards digital transformation. Tilkee aims to increase sales by efficiently and effectively tracking business proposals and boosting prospect follow-ups. Tilkee helps to qualify prospects and leads. It saves time for sales team who can focus energy on hot prospects. With its unique and proprietary machine learning algorithm, software scores a prospect’s interest in documents.

Highlights
Top Business Usecases : Engagement management,Sales document management,Engaging and following up
Top Features : Alerts: popups & Notifications,Personalization
Tilkee Icon

Vendor: Tilkee

Company Size: 11-50

HQ Location: 22 rue Constantine, Lyon, Rhône Alpes 69001, FR

Financials: Series A

Contract Insight

Enterprise Contract Management Software to create a platform that meets the needs and requirements of all industries

4.61

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Contract Insight

4.61
★★★★★
★★★★★
Enterprise Contract Management Software to create a platform that meets the needs and requirements of all industries

Contract Insight Enterprise Software is a contract management solution used by leading professionals and Fortune 500 companies. Invested years in industry research and development, and customer feedback, to create an award-winning platform that meets the needs and requirements of all industries including IT, Financial, Retail, Energy, Healthcare, Education, Pharma/Life Sciences, Manufacturing, Distribution, Government, and more. It is an easy-to-navigate contract management system backed by artificial intelligence to fully optimize the organization's contracts. It helps to enhance customer relationships and improve ROI.

Highlights
Top Business Usecases : Sales document management,Contract management,Workflow management
Top Features : Alerts: popups & Notifications,Recording,Templates
Contract Insight Icon

Vendor: CobbleStone Software

Company Size: 101-250

HQ Location: Princeton, NJ

Financials: Private

Proposal Kit

Proposal Software, Sample Business Proposals, Legal Contracts

4.58

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Proposal Kit

4.58
★★★★★
★★★★★
Proposal Software, Sample Business Proposals, Legal Contracts

Proposal Kit is a Proposal Management Software. Proposal Kit helps to create business proposals and contracts with minimal effort and cost. It provdes proposal templates, Legal contracts and sample proposals. Proposal Kit is used by businesses from small to medium, by individuals, across industry to create their business proposals, quotes, plans and contracts.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Contract management
Top Features : Templates
Proposal Kit Icon

Vendor: Cyber Sea

Company Size: 1-10

HQ Location: 17410 NE 40th Place, Redmond, WA 98052, US

Financials: Private

Experlogix CPQ

Experlogix CPQ - Enterprise CPQ, Powerfully Simple

4.57

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Experlogix CPQ Icon

Experlogix CPQ

4.57
★★★★★
★★★★★
Experlogix CPQ - Enterprise CPQ, Powerfully Simple

Experlogix is an Enterprise CPQ platform which can be deployed in industries such as Hardware & Software, Telecom, Manufacturing, Heavy Equipment and so on. It can be integrated seamlessly with ERP and CRM solutions such as Microsoft Dynamics, Netsuite and Salesforce.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Helpdesk management
Top Features : Calculator,Alerts: popups & Notifications,Recording
Experlogix CPQ Icon

Vendor: Experlogix

Company Size: 11-50

HQ Location: 27 W. Anapamu St., Suite 310, Santa Barbara, CA 93101, US

Financials: M&A

Seller Republic

Amazon Repricing Made Easy | Seller Republic

4.56

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Seller Republic

4.56
★★★★★
★★★★★
Amazon Repricing Made Easy | Seller Republic
Highlights
Top Business Usecases : Social media analytics,Social media management,Contact list management
Seller Republic Icon

Vendor: Seller Republic

Company Size: NA

HQ Location: Aardvark Offices Pintail House Duck Island Lane Ringwood, BH24 3AA United Kingdom

Qwilr

Qwilr - Software for creating proposals, quotes and documents as ...

4.54

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Qwilr

4.54
★★★★★
★★★★★
Qwilr - Software for creating proposals, quotes and documents as ...

Qwilr is a software for creating sales and marketing documents such as proposals, quotes and other business documents and can be used by individuals or sales and marketing teams in large enterprises.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Digital signature
Top Features : Templates,Personalization,Alerts: popups & Notifications
Qwilr Icon

Vendor: Qwilr

Founded: 2014

Company Size: 11-50

HQ Location: Level 1, 7 Hudson St Redfern NSW 2016 Australia

Financials: Private

Configure One

A CPQ SOLUTION BUILT WITH MANUFACTURERS IN MIND

4.52

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Configure One

4.52
★★★★★
★★★★★
A CPQ SOLUTION BUILT WITH MANUFACTURERS IN MIND

Configure One is a CPQ Software. Configure One, simplifies the process of selling complex products. It is an easy-to-implement configure price quote solution used by small and large manufacturing companies to efficiently sell and process orders for their configurable, multi-option, and customizable products and services.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Products & pricelist management
Top Features : Calculator,Personalization
Configure One Icon

Vendor: Configure One

Company Size: 51-100

HQ Location: Oak Brook, IL

Financials: Private

XaitPorter

XaitPorter - Redefining Document Collaboration | Xait

4.52

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XaitPorter

4.52
★★★★★
★★★★★
XaitPorter - Redefining Document Collaboration | Xait

XaitPorter is an all-in-one co-authoring software solution for teams to collaboratively create, manage and produce documents. It enables teams to increase the quality of business-critical documents while reducing the speed and cost it takes to produce documents.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Collaboration
Top Features : Templates,Personalization,Dashboard
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Vendor: Xait

Company Size: 50-200

HQ Location: Sandnes

Financials: Private

ClientPoint

ClientPoint - The sales sharpener. Close More Deals, Faster

4.51

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ClientPoint

4.51
★★★★★
★★★★★
ClientPoint - The sales sharpener. Close More Deals, Faster

ClientPoint is a cloud-based proposal presentation and tracking software for sales, management and marketing. ClientPoint allows your business to produce a high volume of personalized sales proposals quickly and efficiently. The solution helps to generate proposals, send them to clients and optimize the proposal management lifecycle.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Engagement management
Top Features : Templates,Personalization,Alerts: popups & Notifications
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Vendor: Clientpoint

Company Size: 11-50

HQ Location: 6800 Embarcadero Lane Carlsbad, CA 92011

Financials: Seed

PandaDoc

PandaDoc - Sales Documents That Close - Proposals, Quotes ...

4.50

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PandaDoc

4.50
★★★★★
★★★★★
PandaDoc - Sales Documents That Close - Proposals, Quotes ...

PandaDoc is an all-in-one document automation solution. PandaDoc allows its users to create, deliver, and share documents online and place their legally binding signatures for faster paperless transactions and processes. It can be used by any business or organization where document building, sharing and delivery are integral to operation. It is ideal for use by the sales, marketing, finance, legal and operations departments.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Contract management
Top Features : Templates,Personalization,Alerts: popups & Notifications
PandaDoc Icon

Vendor: Pandadoc

Founded: 2011

Company Size: 101-250

HQ Location: 153 Kearny Street, 5th floor San Francisco, CA 94108

Financials: Series B

GetAccept

Sales Enablement Platform Fully Enhances B2B Sales Experience

4.48

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GetAccept

4.48
★★★★★
★★★★★
Sales Enablement Platform Fully Enhances B2B Sales Experience

GetAccept is a sales enablement and electronic signature solution platform for sales, sales operation, customer success and legal teams to close the deals faster and increase revenue.

Highlights
Top Business Usecases : Sales document management,Contract management,Digital signature
Top Features : Personalization,Alerts: popups & Notifications,Templates
GetAccept Icon

Vendor: Getaccept

Founded: 2015

Company Size: 101-250

HQ Location: 73 Sumner St, San Francisco, CA 94103, USA

Financials: Series A

e-Con CPQ

E-con solutions

4.48

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e-Con CPQ Icon

e-Con CPQ

4.48
★★★★★
★★★★★
E-con solutions

e-Con CPQ is a configure price quote tool-set for enabling automated and accurate quotes and orders. It can be deployed in industries such as Healthcare, Robotics, Manufacturing - heavy equipment and machinery and more.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Contract management
Top Features : Calculator,Personalization,Alerts: popups & Notifications
e-Con CPQ Icon

Vendor: e-Con Solutions

Company Size: 51-100

HQ Location: Utrecht, The Netherlands

Financials: Private

Mosspaper

Mosspaper—Quick & Easy—Create Quote-To-Cash Anywhere

4.47

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Mosspaper

4.47
★★★★★
★★★★★
Mosspaper—Quick & Easy—Create Quote-To-Cash Anywhere
Highlights
Top Business Usecases : Sales document management,Contract management,Proposal & quote management
Top Features : Live monitoring
Mosspaper Icon

Vendor: Mosspaper

Company Size: 1-10

HQ Location: 2309 Noriega Street #11 San Francisco, CA 94122

Tacton CPQ software

Tacton intelligent CPQ software for sales productivity in ...

4.47

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Tacton CPQ software Icon

Tacton CPQ software

4.47
★★★★★
★★★★★
Tacton intelligent CPQ software for sales productivity in ...

Tacton CPQ Software for Manufacturers is a cloud based multi-channel software and integrates seamlessly with Salesforce, Microsoft Dynamics or any of the CRM ERP software in use.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Products & pricelist management
Top Features : Calculator,Ticketing,Templates
Tacton CPQ software Icon

Vendor: Tacton Systems

Company Size: 101-250

HQ Location: Blekholmstorget 30, Stockholm, Sweden 111 64, SE

Financials: M&A

Quoter

Quoting Softwar

4.47

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Quoter

4.47
★★★★★
★★★★★
Quoting Softwar

Quoter a CPQ Software is a cloud-based sales quoting platform that helps technology service providers deliver more quotes, eliminate bottlenecks, and get paid faster. It helps to enhance customer relationships and increase sales and revenue.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Products & pricelist management
Top Features : Templates,Personalization,Live monitoring
Quoter Icon

Vendor: Quoter

Company Size: 11-50

HQ Location: 1350 - 355 Burrard St, Vancouver, British Columbia V6C 2G8, CA

Financials: Private

Hubspot Sales Hub

Fully featured Sales CRM and Sales Engagement Software

4.47

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Hubspot Sales Hub

4.47
★★★★★
★★★★★
Fully featured Sales CRM and Sales Engagement Software

HubSpot sales hub is a sales service platform for sales teams which helps them to get all sales activities organized in one place. Using Hubspot sales teams can get lead notifications, automate tracking of all sales interactions.

Highlights
Top Business Usecases : Communication management,Engagement management,Engaging and following up
Top Features : Templates,Personalization,Alerts: popups & Notifications
Hubspot Sales Hub Icon

Vendor: HubSpot

Founded: 2006

Company Size: 1001-5000

HQ Location: 25 First Street, 2nd Floor Cambridge, MA 02141 United States

Financials: IPO

RFPMonkey

RFP library manager | Hosted RFP Solution | RFPMonkey.com

4.47

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RFPMonkey

4.47
★★★★★
★★★★★
RFP library manager | Hosted RFP Solution | RFPMonkey.com
Highlights
Top Business Usecases : Content management,Sales document management,Proposal & quote management
Top Features : Templates
RFPMonkey Icon

Vendor: RFPMonkey.com

Company Size: 1-10

HQ Location: 2114 W. Grant Rd. Suite 177 Tucson, AZ 85745

KBMax

VISUAL CPQ & PRODUCT CONFIGURATOR SOFTWARE

4.47

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KBMax

4.47
★★★★★
★★★★★
VISUAL CPQ & PRODUCT CONFIGURATOR SOFTWARE

KBMax is a Visual CPQ and Product Configuration software. It can be used in Manufacturing, B2B eCommerce, BioTech Sales and Design Automation. It supports Complex product configuration, and CAD automation and rules-driven visualization for Sales CPQ.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Workflow management
KBMax Icon

Vendor: KBMax

Founded: 2009

Company Size: 11-50

HQ Location: 2802 Flintrock Trace, Suite 204, Austin, TX 78738

Financials: Private

BrainLeaf

Project Scoping Tool for Web Development Projects | BrainLeaf

4.46

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BrainLeaf

4.46
★★★★★
★★★★★
Project Scoping Tool for Web Development Projects | BrainLeaf

BrainLeaf is an innovative scoping tool with solutions for both startups and enterprises. It helps to manage customers scope of work, save money and make people happier by doing things the right way, faster and rock solid.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Contract management
Top Features : Templates
BrainLeaf Icon

Vendor: BrainLeaf

Company Size: 2-10

HQ Location: 330 Research Dr, Suite 200, Athens, GA 30605, US

Financials: NA

Verenia CPQ

Verenia | CRM, CPQ, and Ecommerce Sales Acceleration Software

4.46

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Verenia CPQ Icon

Verenia CPQ

4.46
★★★★★
★★★★★
Verenia | CRM, CPQ, and Ecommerce Sales Acceleration Software

Verenia CPQ is a full-featured, cloud-based integrated eCommerce, CPQ, and self-service solution designed to help companies in multiple industries boost their revenue by enhancing the efficiency of their sales process.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Products & pricelist management
Top Features : Calculator,Personalization
Verenia CPQ Icon

Vendor: Verenia

Company Size: 11-50

HQ Location: 650 Warrenville Rd., 301, Lisle, IL 60532, US

Financials: Private

BQool Repricing Central

Best Amazon Repricing Software - BQool

4.46

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BQool Repricing Central Icon

BQool Repricing Central

4.46
★★★★★
★★★★★
Best Amazon Repricing Software - BQool
Highlights
Top Business Usecases : Advertisement,Content sharing,Content management
Top Features : Calculator,Alerts: popups & Notifications,Dashboard
BQool Repricing Central Icon

Vendor: BQool

Company Size: 51-100

HQ Location: 114, Taipei City, Neihu District, Lane 583, Ruiguang Road, Taipei, Taipei 114, TW

Blueprint CPQ

Become easier to buy from

4.46

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Blueprint CPQ Icon

Blueprint CPQ

4.46
★★★★★
★★★★★
Become easier to buy from

Blueprint CPQ is a cloud-based configure price quote software tool that can be deployed in businesses of all sizes. It is available as a standalone format which can be deployed outside a CRM system, or there are versions which can be deployed in Microsoft Dynamics or Salesforce CRM systems.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Engagement management
Top Features : Calculator,Templates
Blueprint CPQ Icon

Vendor: Blueprintcpq

Founded: 1999

Company Size: 11-50

HQ Location: Festival House, Jessop Avenue, Cheltenham, GL50 3SH United Kingdom

Financials: Private

BlackCurve

BlackCurve - Automating Retail Pricing Decisions

4.45

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BlackCurve

4.45
★★★★★
★★★★★
BlackCurve - Automating Retail Pricing Decisions

BlackCurve is a pricing tool built for eCommerce companies and integrates with eCommerce platforms such as Magento, eBay, Amazon and others.

Highlights
Top Business Usecases : Products & pricelist management,Proposal & quote management,Sales document management
BlackCurve Icon

Vendor: BlackCurve

Company Size: 11-50

HQ Location: BlackCurve Solutions Ltd, Studio 105, 30 Great Guildford St, London, London SE1 0HS, GB

iQuote Xpress

Quote management software | iQuoteXpress

4.45

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iQuote Xpress

4.45
★★★★★
★★★★★
Quote management software | iQuoteXpress

iQuote Xpress is a CPQ software. It automates and improves company's quoting process. iQuote Xpress helps to deliver customized, integrated and fully supported sales proposal and quoting solutions.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Playbook creation
Top Features : Calculator
iQuote Xpress Icon

Vendor: iQuote Xpress

Company Size: 51-100

HQ Location: 4240 Fulton Ave, Suite 112, Studio City, California 91604, US

Financials: Private

servicePath

servicepath | CPQ for complex technology sales

4.44

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servicePath

4.44
★★★★★
★★★★★
servicepath | CPQ for complex technology sales

servicePath is a configure, price and quote (CPQ) platform that is specifically designed to make complex quotes simple. ServicePath’s automated workflows ensure your customer’s needs are accurately captured and matched with appropriate solution components.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Workflow management
Top Features : Personalization,Templates
servicePath Icon

Vendor: servicePath

Company Size: 11-50

HQ Location: 5500 N Service Rd, Burlington, Toronto, CA

Financials: Private

Conga Composer

Conga | Create perfect, templated digital documents

4.44

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Conga Composer

4.44
★★★★★
★★★★★
Conga | Create perfect, templated digital documents
Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Contract management
Top Features : Templates,Recording,Personalization
Conga Composer Icon

Vendor: Conga

Company Size: 51-100

HQ Location: 390 Interlocken Crescent, Broomfield, CO 80021, US

Financials: Private

Quick Sales

Ecommerce, Amazon, Web-based Order Management | EdiQuickSale

4.44

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Quick Sales

4.44
★★★★★
★★★★★
Ecommerce, Amazon, Web-based Order Management | EdiQuickSale
Highlights
Top Business Usecases : Proposal & quote management,Sales document management,Billing and invoice management
Quick Sales Icon

Vendor: Price Reporter

Company Size: 11-50

HQ Location: 145 Cedar Lane, Suite 210, Englewood, NJ 07631, US

ThreeKit Platform

ThreeKit 3D Product Configurator: Platform Editions & Features

4.43

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ThreeKit Platform

4.43
★★★★★
★★★★★
ThreeKit 3D Product Configurator: Platform Editions & Features

ThreeKit Platform is a 3D product configuration and visualization platform that enables brands to create and manage beautiful visuals from a single design file. It enables businesses of any size to scale and automate beautiful product visuals across channels, both online and offline.

Highlights
Top Business Usecases : Engagement management,Engaging and following up,Helpdesk management
Top Features : Personalization,Dashboard,Alerts: popups & Notifications
ThreeKit Platform Icon

Vendor: ThreeKit

Company Size: 11-50

HQ Location: Chicago, Illinois

Financials: Seed

RFP360

RFP Software for Business | Simplify the RFP Process

4.43

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RFP360

4.43
★★★★★
★★★★★
RFP Software for Business | Simplify the RFP Process

RFP360 is a proposal management solution that helps teams to manage end-to-end requests for proposal (RFP) management and proposal creation. It offers the only full-circle RFP software solution designed for issuers and responders.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Knowledge management
Top Features : Templates,Dashboard,Personalization
RFP360 Icon

Vendor: RFP360

Company Size: 11-50

HQ Location: 8700 State Line Road, Suite 250 , Leawood, Kansas 66206, US

Financials: Private

WeSuite

Sales Management Software

4.43

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WeSuite

4.43
★★★★★
★★★★★
Sales Management Software

WeSuite is a Sales Management software. WeSuite provides lead management, quote and proposal generation, real time reporting, in-the-field quoting and surveying, in addition to over a dozen software modules targeted for business improvement, and much more.

Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Lead management
Top Features : Feedback surveys
WeSuite Icon

Vendor: WeSuite

Company Size: 11-50

HQ Location: 155 Lafayette Ave, White Plains, NY 10603, US

CIS Configurator

Product Configurator: Affordable and easy to use CPQ Solution

4.42

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CIS Configurator Icon

CIS Configurator

4.42
★★★★★
★★★★★
Product Configurator: Affordable and easy to use CPQ Solution
Highlights
Top Business Usecases : Sales document management,Proposal & quote management,Training & onboarding
CIS Configurator Icon

Vendor: CIS Configurator

Company Size: 11-50

HQ Location: 222 East Wisconsin Ave,Suite 309,Lake Forest,IL 60045,USA