In this section, you will find
What is CPQ - Configure-Price-Quote?
What is CPQ Software?
5 Key Benefits of CPQ Software
Why CPQ is Important?
Key Features of CPQ Software
How to Choose the Right CPQ Software
CPQ helps your company generate quotes for orders quickly and accurately. CPQ software needs to be well integrated with CRM and ERP to ensure accurate data. CPQ software automates quotes according to a pre-defined set of rules that take a variety of factors, such as quantities, discounts, customizations, and product configurations, into account.
AI is playing a role in assessing a deal’s profitability when the deal becomes complex. AI is beginning to support more dynamic pricing models.
What is the right solution for you depends on your business context and needs. Let us help you firm up your needs and find you the right-fit solutions. Get your personalized assessment report now!
Updated By Cuspera
Last updated: Jan 31, 2024
The only solution purpose built for subscription business
Zuora CPQ is a configure price quote solution built specifically for enterprises which are on a subscription based business model. It can be deployed in industries such as Healthcare, Education, Communication, B2C organizations, Media and other industries.
Zuora CPQ assists sales teams in closing complex deals that involve different charge models, contract durations, billing frequencies and more. Zuora provides all the configuration details on one screen, flexibility with swapping products and allowing variations in quantity or price.
Zuora CPQ comes with a configurable rules engine that can add, modify or remove products based on business needs. It also supports bundling, such as grouping of popular features and saving it as editions. Zuora enables sales reps with the tools and information that can be used for providing the correct advice to customers and support cross-sell and up-sell opportunities. The customer behaviour data is synced up with Salesforce enabling sales reps to be aware of customer requirements in advance. Zuora also provides tools for measuring sales and cash flow dynamics, revenues - billed and unbilled, valuation of customer commitments, to enable accuracy in booking forecast and sales performance analysis.
Zoom has experienced triple-digit YoY revenue growth over the past several years. We needed a solution that could help us scale our entire business operations and deliver a personalized experience to our valued customers. Zuora has proven to be a trusted partner and a true system of record for our ...subscription-based business.”
Kelly Steckelberg
CFO
Zoom
Vendor: Zuora
Founded: 2007
Company Size: 501-1000
HQ Location: 3050 South Delaware Street, Suite 301,San Mateo, CA 94403
Financials: IPO
RFP software to simplify responses to RFPs, DDQs
Responsive, formerly RFPIO is a Request for Proposal (RFP) software that organizes content and provides powerful collaboration, delivering what teams need to craft their best response, every time. It is designed to streamline the response process for requirements documents like security questionnaires.
Its cloud-based software utilizes a patented document import process, an Artificial Intelligence (AI) enabled content library and export templates for consistent formatting, enabling users to make workflow more efficient. It supports RFP and security questionnaire responses, creates and manages sales proposals, and resolves inefficiencies rooted in decentralized and inaccessible content and knowledge. Its robust and bi-directional integrations, along with an open API, allow teams to digitally transform response management processes and harness the power of the knowledge and content across their teams.
Key features include dashboards, proprietary import and export technology, RFP progress tracking, intelligent and adaptive knowledge base, collaboration, custom auto-respond, and more. RFPIO supports response management for growing organizations of all sizes including Google, Adobe, Atlassian, Microsoft, Tenable, Zoom Video and others.
I was impressed by how easy it was to tag answers with associated keywords, search for those keyword tags, and view search results with a score index to see the questions that are the most recent and most used at the top.Gregory Saive
global director of sales support and tender management
IBA
Vendor: Responsive
Founded: 2015
Company Size: 251-500
HQ Location: 4145 SW Watson Ave, Suite#450, Beaverton,OR 97005
Financials: SERIES A
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.
The unique approach to content management provides the team on-demand access to the information required and keeps it up-to-date, organized, and built to scale with the business.
Loopia creates a centralized library with up to date and accurate contents that can be accessed, reviewed and updated effortlessly. It collaborates seamlessly by building projects, assigning questions, commenting and setting deadlines to make team aware about what needs to be done next. Its intelligent RFP response automation and workflow tools save team time to focus on what matters.
Vendor: Loopio
Founded: 2014
Company Size: 201-500
HQ Location: 310 Spadina Ave, Toronto, Ontario M5T, CA
Financials: SERIES B
Enterprise Contract Management Software that easily scales with the evolving needs.
CobbleStone 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, and 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.
It also offers data integration with API plug-ins, leading CRM, vendor management, supply chain, ERP, and other standards-based software.
Its features enable organizations to manage contracts easily, draft sell and buy-side contracts, mitigate risk, manage compliance, receive alerts, sign documents with e-signature, and reduce contract management costs and lost productivity attributed to inefficient contract administration processes.
The service provided by Cobblestone was excellent. All persons involved were attentive to our needs and continued to ask if we needed additional assistance with anythingDiane S.
Materials/Warehouse Manager
Brownsville Public Utilities Board (BPUB)
Vendor: CobbleStone Software
Company Size: 101-250
HQ Location: Princeton, NJ
Financials: PRIVATE
AR Automation & Revenue Lifecycle Management Software
BlueSnap AR automation 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.
BlueSnap AR automation provides automated billing accounting and payment processes and integrates with the ERP and CRM software for reconciliation and reporting.
BlueSnap AR automation module manages the Accounts Receivable process by enabling sync up with the existing accounting system for creating invoices, or price table look-up for subscriptions and such info. Templates are provided for automated reminders to customers for payment reminders and along with simple payment options. There is also a customer portal available for customers to download invoices and make payments
Vendor: BlueSnap
Company Size: 101-250
HQ Location: Boston, MA
Financials: PRIVATE
CPQ tools to empower sales, partners, and customers to configure complex products
Conga CPQ (Configure Price Quote) is the multi-channel sales tool designed to help companies configure, price and quote deals accurately, quickly, and easily. This process helps customers increase sales, save time and increase revenue yield.
AConga CPQ uses artificial intelligence (AI) and machine learning to measure the actions of the sales reps across the entire sales organization. With Apttus CPQ, sales reps quote complex products and services faster and more accurately, ultimately closing bigger deals at a higher win rate and impacting companies’ revenue growth rates.
Conga CPQ provides ability to add hundreds of line items without adding to quote complexity and user controlled split of large quotes. It supports synchronized processes for complex pricing, guided selling wizards for complex products. It provides product visibility and availability rules based on location, channel and user. It supports extending product catalog to to e-commerce users, partners and direct sales channels. It comes with CPQ intelligence with predictive CPQ. It can provide separate quotes for product and service combinations. It provides intelligent and collaborative solution built on single data model that helps in end-to-end quote to cash process.
This is about our customers, partners, and associates. Getting customers accurate quotes and contracts faster, and empowering our partners to do the same, is something we can easily champion.Mike Kelly
CIO
Red Hat
Vendor: Conga
Company Size: 51-100
HQ Location: 1400 Fashion Island Blvd, Suite 100, San Mateo, California 94404, US
Financials: PRIVATE
Revenue Acceleration and channel CPQ platform
Yagna iQ is an Install Base Driven Sales Acceleration and configure price quote platform that allows users to generate quotes and proposals. It also provides a lead generation platform that uses historical sales transactions data for lead generation of new cross-sell and upsell leads. It helps product manufacturers (vendors), distributors, channel partners, and service providers to generate new sales opportunities through contract management and renewal automation, and also reduce their time-to-proposal, which increases revenue and profitability.
With Yagna’s Smart Renewals and Smart XSUS products, tap into huge recurring and incremental revenue from existing customers’ installed base. Yagna identifies these renewal opportunities and sends automatic quotes to the customers with the payment links. Yana Chatbot leverages chat mediums from various social messaging platforms like Facebook and Slack to receive and respond to messages. With Yagna’s unique Predictive Site Survey predicts the actual number of Access Points, location and expected heatmap in customer’s location.
Some of its features include identifying new cross-sell/ upsell opportunities, multi vendor support, identifying dormant customer accounts, zero touch renewal, renewal aided by machine learning and AI, quick and cost effective solution, deal registration with vendors, and more.
I Just want to share how Yagna iQ mobile app has been a benefit for us. Since most of us are always on the go, we always do our work using our mobile devices. So whenever there’s a need to register an opportunity quickly, we use Yagna iQ mobile app. It is very easy to use in a short span of time, y...ou can have your deal registration completed in a few minutes. I strongly recommend Yagna iQ mobile app
Christopher Revilla
Technology Lead
Trends & Technologies, Inc
Vendor: Yagna iQ
Founded: 2005
Company Size: 51-100
HQ Location: 7300 Lone Star Drive, Suite C200, Plano, TX 75024, USA.
Financials: PRIVATE
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.
Configure One covers from sale to production process. It guides the user through the configuration process and its visualization options allow the customer to see what their configuration looks like in real-time as each option is selected. Configure One provides seamless CPQ integration for Salesforce. Its integration ties directly into the Salesforce interface for opportunities and Salesforce customer data is sent to Configure One to automatically populate quote data. Configure One’s document creator also includes configured specification sheets and order invoices. Configure One provides all of the tools needed to move the entire sales process into a single application.
Configure One CPQ integrates seamlessly with the other business systems, preventing data synchronization issues, and eliminating double-entry and other manual processes.
Vendor: Configure One
Company Size: 51-100
HQ Location: Oak Brook, IL
Financials: PRIVATE
Client Engagement, Proposals & Payments Software
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.
Ignition creates intelligent proposals that trigger workflows, automate back-office and increase conversions. It maximizes engagements with the enablement of the modern accounting practice for Xero, QBO, and WorkflowMax for the connected accountant.
Ignition features include proposals, client payments, recurring billing, client management, engagement letters, business dashboards, integration and more.
Vendor: Ignition
Founded: 2013
Company Size: 51-200
HQ Location: 37 Shepherd Street, Chippendale, NSW 2008, AU
Financials: SERIES C
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.
Dealhub helps teams to streamline quoting process by building and delivering accurate sales quote fast, it helps in engaging more effectively with intuitive digital proposals, it helps in seamlessly integrating with most of the CRMs to automate data flow. It streamlines sales process to maximize efficiency and dynamically generates personalized sales content.
Dealhub comes with intuitive and configurable wizard that walks
teams step-by-step through each customer engagement and content generation activity. It provides tools which helps in automating the workflows that streamline workflows and business processes, it comes with prebuilt templates, dynamic content and CRM integrated data for automating document creation process.
I’d say I’m one of Dealhub’s biggest fans. Dealhub provides a wonderful tool, that is both simple in use and easy in administration. It’s a robust tool supported by a wonderful team, that is consistently working to grow and improve its functionality and solution model. Dealhub has conquered the CP...Q world.
Sarah Fuqua?
Business Analyst?
Asure Software
Vendor: Dealhub
Company Size: 11-50
HQ Location: 815-A Brazos Street, Suite 705, Austin, Texas, 78701
Financials: PRIVATE
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.
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:
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.
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.
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.
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.
The platform makes it possible to instantly change any product, pricing, and policy information, and updates thus made are instantly effective organization-wide.
The 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.
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.
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.
CPQ Software plays an important role in solving several key business problems.
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.
The CPQ process is time-consuming and often involves 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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:
Then, examine how you will use the software:
More on the software and its vendor:
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.
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.
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.
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.
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.
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.
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Pricing software for online and omnichannel retailers
Vendor: Competera
Company Size: 101-250
HQ Location: West Hollywood , California
Financials: SEED
Price Optimization Software for Brick&Click retailers
Vendor: Competera
Company Size: 101-250
HQ Location: West Hollywood , California
Financials: SEED
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.
Vendor: Dealhub
Company Size: 11-50
HQ Location: 815-A Brazos Street, Suite 705, Austin, Texas, 78701
Financials: PRIVATE
CPQ tools to empower sales, partners, and customers to configure complex products
Conga CPQ (Configure Price Quote) is the multi-channel sales tool designed to help companies configure, price and quote deals accurately, quickly, and easily. This process helps customers increase sales, save time and increase revenue yield.
Vendor: Conga
Company Size: 51-100
HQ Location: 1400 Fashion Island Blvd, Suite 100, San Mateo, California 94404, US
Financials: PRIVATE
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.
Vendor: Symphosize
Company Size: 2-10
HQ Location: Arizona
Financials: PRIVATE
CPQ, Recurring Billing, eCommerce Storefront Software for Sophisticated B2B Businesses
Expedite Commerce is a Revenue Operations and Revenue Management platform company. Our cloud-based platform and its suite of applications enable sophisticated B2B businesses to manage their end-to-end buyer journey on a unified platform. The platform and its applications cater to all key industries such as SaaS, Manufacturing, IoT, XaaS (anything-as-a-service), Communications, and B2B subscriptions. Built with an agile philosophy, our solutions for - CPQ, eCommerce storefront, Digital Sales Room, Contract Lifecycle Management, Recurring Billing, Revenue Recognition, Revenue Forecast, and Subscription Management - enable leaders in sales operations, marketing operations, and subscription finance to make confident decisions faster and boost business outcomes for their organization and its customers.
Vendor: Expedite Commerce
Company Size: 11-50
HQ Location: 7700 Windrose Ave, 3rd Floor Plano, TX 75024
Financials: PRIVATE
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.
Vendor: Apparound
Founded: 2008
Company Size: 11-50
HQ Location: Montacchiello 56121 Pisa, Via Umberto Forti 1
Financials: PRIVATE
Revenue Acceleration and channel CPQ platform
Yagna iQ is an Install Base Driven Sales Acceleration and configure price quote platform that allows users to generate quotes and proposals. It also provides a lead generation platform that uses historical sales transactions data for lead generation of new cross-sell and upsell leads. It helps product manufacturers (vendors), distributors, channel partners, and service providers to generate new sales opportunities through contract management and renewal automation, and also reduce their time-to-proposal, which increases revenue and profitability.
Vendor: Yagna iQ
Founded: 2005
Company Size: 51-100
HQ Location: 7300 Lone Star Drive, Suite C200, Plano, TX 75024, USA.
Financials: PRIVATE
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.
Vendor: Experlogix
Company Size: 11-50
HQ Location: 27 W. Anapamu St., Suite 310, Santa Barbara, CA 93101, US
Financials: PRIVATE
The only solution purpose built for subscription business
Zuora CPQ is a configure price quote solution built specifically for enterprises which are on a subscription based business model. It can be deployed in industries such as Healthcare, Education, Communication, B2C organizations, Media and other industries.
Vendor: Zuora
Founded: 2007
Company Size: 501-1000
HQ Location: 3050 South Delaware Street, Suite 301,San Mateo, CA 94403
Financials: IPO
Amazon Repricing Made Easy | Seller Republic
Vendor: Seller Republic
Company Size: NA
HQ Location: Aardvark Offices Pintail House Duck Island Lane Ringwood, BH24 3AA United Kingdom
Financials: NA
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.
Vendor: Configure One
Company Size: 51-100
HQ Location: Oak Brook, IL
Financials: PRIVATE
RFP software to simplify responses to RFPs, DDQs
Responsive, formerly RFPIO is a Request for Proposal (RFP) software that organizes content and provides powerful collaboration, delivering what teams need to craft their best response, every time. It is designed to streamline the response process for requirements documents like security questionnaires.
Vendor: Responsive
Founded: 2015
Company Size: 251-500
HQ Location: 4145 SW Watson Ave, Suite#450, Beaverton,OR 97005
Financials: SERIES A
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.
Vendor: Better Proposals
Founded: 2009
Company Size: 1-10
HQ Location: Brighton, England
Financials: PRIVATE
Pricing Software for E-Commerce | Prisync
Vendor: Prisync
Company Size: 11-50
HQ Location: Istanbul, Istanbul
Financials: SEED
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.
Vendor: Nusii
Founded: 2013
Company Size: 11-50
HQ Location: Avenida Palacios 23 28210 Valdemorillo Madrid, Spain
Financials: PRIVATE
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.
Vendor: Quotient
Founded: 2011
Company Size: 1-10
HQ Location: PO Box 5383, Hamilton 3242, New Zealand
Financials: PRIVATE
Enterprise Contract Management Software that easily scales with the evolving needs.
CobbleStone 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, and 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.
Vendor: CobbleStone Software
Company Size: 101-250
HQ Location: Princeton, NJ
Financials: PRIVATE
AR Automation & Revenue Lifecycle Management Software
BlueSnap AR automation 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.
Vendor: BlueSnap
Company Size: 101-250
HQ Location: Boston, MA
Financials: PRIVATE
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.
Vendor: Loopio
Founded: 2014
Company Size: 201-500
HQ Location: 310 Spadina Ave, Toronto, Ontario M5T, CA
Financials: SERIES B
Online quoting Software
Vendor: QuoteOnSite
Founded: 2016
Company Size: 1-10
HQ Location: Swansea, United Kingdom
Financials: SEED
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.
Vendor: Docsend
Founded: 2013
Company Size: 11-50
HQ Location: 351 California Street, Suite 1200, San Francisco, CA 94104
Financials: M&A
Client Engagement, Proposals & Payments Software
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.
Vendor: Ignition
Founded: 2013
Company Size: 51-200
HQ Location: 37 Shepherd Street, Chippendale, NSW 2008, AU
Financials: SERIES C
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.
Vendor: Proposify
Company Size: 1-10
HQ Location: 1877 Hollis St, Halifax, Nova Scotia B3J, CA
Financials: SERIES A