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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Cincom CPQ is a Configure, Price, Quote (CPQ) solution designed for manufacturers that sell complex and highly configurable products. It helps sales teams, distributors, and partners create accurate, buildable quotes quickly by automating product configuration, pricing, approvals, and proposal generation. The platform brings together rule-based configuration, guided selling, dynamic pricing, multi-level bills of materials (BOMs), and workflow-based approvals. This helps manufacturers reduce quoting errors, shorten sales cycles, and improve overall operational efficiency. With support for multiple languages, currencies, and flexible deployment options, Cincom CPQ is also well suited for global manufacturing organizations. Cincom CPQ integrates with leading CRM and ERP platforms such as Salesforce, Microsoft Dynamics 365, SAP, and Oracle, enabling a consistent flow of information from sales through production. By connecting sales, engineering, and operations, it simplifies complex quoting processes, improves collaboration, and gives manufacturers greater control, governance, and compliance throughout the sales cycle.

Description

Planlined is a software solution designed specifically for employee-benefits brokers to facilitate benefit proposals. It handles U.S. group-health proposals, not property-and-casualty quoting or employer enrollment administration. It transforms quotes from carriers, SBCs, invoices, and rate sheets into easy-to-understand side-by-side comparisons, as well as branded proposal books and comprehensive employee benefit guides. Initially launched in 2025 under the name BART (Benefit Analysis Reporting Tool), it addresses the cumbersome task of manually entering data during renewal season. Instead of re-keying information from carrier PDFs into spreadsheets or presentations, Planlined streamlines this process by allowing users to upload their existing documents. The software automatically extracts plan data, presenting it in a normalized comparison format and highlighting any uncertainties for verification against the original source before sending it to clients. Once a case has been approved, users can export a customized proposal book and an employee enrollment guide, both featuring the branding elements of the agency, such as logos and color schemes. Since the data for both documents is derived from the same source files, consistency is maintained throughout. Additionally, plans and cases are archived in libraries for easy access during the next renewal period, while client share links allow for effortless sharing of comparisons without the need for attachments, enhancing convenience and efficiency. This innovative approach not only saves time but also minimizes errors, ultimately improving client satisfaction.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

360 View CRM Yes 
365 CAD Yes 
BrainCart Ecommerce Yes 
HubSpot CRM Yes 
Oracle Fusion Cloud ERP Yes 
SAP PLM Yes 

Integrations

360 View CRM No 
365 CAD No 
BrainCart Ecommerce No 
HubSpot CRM No 
Oracle Fusion Cloud ERP No 
SAP PLM No 

Pricing Details

Cincom CPQ is offered on a subscription basis, giving customers predictable, recurring pricing that scales with their business instead of a large upfront investment. Packaging is tailored to each organization's needs, including the number of users, deployment scope, and the complexity of the configure, price, quote processes involved, so buyers pay only for the capabilities they require. Cincom CPQ works directly with each prospective customer to scope the right solution and agree on terms that fit their use case.
Free Trial No 
Free Version No 

Pricing Details

$75/month
First proposal free. Professional: $75/month, or $62/month billed annually ($744/year). Enterprise: custom pricing.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Cincom Systems

Founded

1968

Country

Riverside, CA, USA

Website

www.cincom.com

Vendor Details

Company Name

BART Technologies Inc

Founded

2025

Country

United States

Website

planlined.com

Product Features

CPQ

2D Drawing Yes 
3D Modeling Yes 
Approval Workflow Yes 
Guided Selling Yes 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management No 
Self Service Portal No 
eCommerce No 

Product Configurator

2D Drawing Yes 
3D Modeling Yes 
Analysis & Constraints Yes 
Custom Pricing Options Yes 
Inventory Management No 
Recommendation Engine No 
eCommerce No 

Sales Acceleration

CPQ Yes 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

Product Features

Benefits Administration

COBRA Administration No 
Claims Management No 
Deduction Management No 
Disability Insurance Administration No 
Employee Benefits Administration No 
FMLA Administration No 
FSA Administration No 
Flexible Spending Accounts No 
For Brokers Yes 
For Employers No 
HIPAA Compliant No 
Health Insurance Administration No 
Life Insurance Administration No 
Online Benefits Enrollment No 
Premium Billing No 
Provider Management No 
Retiree Administration No 
Retirement Plan Management No 

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