Learn More

Average Ratings 308 Ratings

Total
ease
features
design
support
Read all reviews

Average Ratings 11 Ratings

Total
ease
features
design
support
Read all reviews

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce
3CX
Asio by ConnectWise
Autotask PSA
BrightGauge
Chargebee
Close
CloudRadial
ConnectBooster
ConnectWise PSA
Datto RMM
FAT FINGER
Formstack
GfK Etilize
HubSpot Customer Platform
KickFire
Pipedrive
T-Max Phone Systems
Teamwork.com
Wise-Pay

Integrations

Salesforce
3CX
Asio by ConnectWise
Autotask PSA
BrightGauge
Chargebee
Close
CloudRadial
ConnectBooster
ConnectWise PSA
Datto RMM
FAT FINGER
Formstack
GfK Etilize
HubSpot Customer Platform
KickFire
Pipedrive
T-Max Phone Systems
Teamwork.com
Wise-Pay

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$29 / month
Free Trial
Free Version

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Vendor Details

Company Name

ConnectWise

Founded

1982

Country

United States

Website

www.connectwise.com/platform/business-management/cpq

Vendor Details

Company Name

DocSales

Founded

2019

Country

United States

Website

www.docsales.com

Product Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Product Features

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Alternatives

Alternatives

AI Docs Reviews

AI Docs

AI Docs, Inc.
Experlogix CPQ Reviews

Experlogix CPQ

Experlogix
Sign.Plus Reviews

Sign.Plus

Alohi
servicePath CPQ Reviews

servicePath CPQ

servicePath
QuoteWerks Reviews

QuoteWerks

Aspire Technologies, Inc