Best Web-Based CPQ Software of 2026 - Page 3

Legalesign, a UK-based enterprise software that allows you to send, sign, and manage contracts online, is available from Legalesign. Legalesign is used by companies to increase productivity and financial benefits, improve customer satisfaction, reduce the need for a printer, allow them to sign from anywhere, and last but not least, ease the burden of tedious paperwork on long suffering staff.

For those in search of a budget-friendly and user-friendly CPQ solution, CIS Configurator is an excellent choice. This tool is specifically crafted to simplify the quoting process, enhancing the efficiency of sales teams by enabling them to swiftly configure, price, and quote intricate products, ultimately leading to quicker deal closures. As a web-based application, CIS Configurator features a rule-driven configurator, comprehensive pricing management, seamless integration with various ERP and CRM systems, a centralized hub for all quotes, and enhanced visibility into the sales pipeline. With its intuitive design and powerful capabilities, CIS Configurator is poised to transform how businesses approach sales.

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.

Some of the largest agencies and advertisers in the world are leveraging SCOPE to enhance the management, pricing, and tracking of their scopes of work and budgets effectively. By centralizing all scopes of work, teams have the ability to view, collaborate on, and approve deliverables, tactics, and budgets from any location. This creates a unified and readily accessible source of truth for all stakeholders involved. Utilizing a single tool for scope management ensures that every team member has a consistent overview of the work being executed and the progress achieved. SCOPE stands out as the sole scoping platform that links agencies and advertisers across various markets. It is uniquely designed for real-time collaboration across different teams, disciplines, markets, and agencies, fostering a cooperative culture aimed at achieving success. From individual offices to a vast, interconnected network of agencies and advertisers, SCOPE provides each group with a singular point of visibility where scopes can be collaboratively worked on, monitored, and assessed. When everyone communicates using the same framework, informed decisions can be made more efficiently. This level of transparency not only builds trust but also paves the way for thorough analysis and continuous improvement in processes.

Since 2009 CloudSense has been helping ambitious services enterprises to thrive in a digital-first economy by transforming sales to increase productivity and grow profitability. After 100+ successful CPQ implementations over 12 years, we have assembled a global team of over 150 solutions consultants who shape every client engagement for success. Our team couples deep industry knowledge with CPQ domain experience, setting CloudSense apart in terms of achieving business outcomes. We leverage a clear and proven delivery methodology that can adapt to meet the specific business goals of every customer. We guide our customers through the challenges and pitfalls of digital transformation, helping them minimize risk and release value faster. Leading communications and media providers including BT, Telstra, Informa and Spotify use CloudSense’s portfolio of applications to streamline the entire customer lifecycle, providing a better customer experience while improving business performance. To learn more about how CloudSense’s CPQ and Order Management solutions can help your business deliver sales transformation, speak to one of our experts today, or visit cloudsense.com

Qmaze serves as a versatile and user-friendly tool for creating quotations and configuring products, streamlining the process of generating accurate and prompt quotes and orders for your business. By integrating seamlessly with your ERP, CRM, or development platforms, Qmaze enhances your e-commerce capabilities. The range of applications is vast, whether utilized internally, online, or via a dealer portal, ensuring that quotations and orders are both precise and comprehensive. Customers can effortlessly generate quotes and place orders through the web interface, while you can easily manage a product portfolio that accommodates various options, complexities, and configurations. Furthermore, Qmaze can be conveniently linked to your existing CRM and/or ERP systems. Dealers and clients benefit from a dedicated portal that allows them to track all quotations and orders in real-time, regardless of their global location, and in any language you choose. Hosted in the cloud or on your own server, Qmaze provides flexibility and reliability for your business needs. With Qmaze, you can enhance customer satisfaction by enabling quick access to information and fostering a smoother transaction process.

iDashboards helps you move beyond the burden of spreadsheets and blend data from multiple sources into dynamic, custom dashboards.

Simplify the process of creating intricate quotes with GleanQuote's CPQ engine, allowing you to design tailored solutions for your clients in just minutes. Streamline the formalization of sales and product knowledge into a systematic approach that leads your team to optimal solutions for customers. Empower your team to efficiently generate successful proposals using a limitless array of fully customizable templates that highlight your offerings. Additionally, implement guiding frameworks and analytical tools within your sales workflow to ensure that your team remains concentrated and aligned with their objectives, enhancing overall productivity. With these features, GleanQuote not only accelerates the quoting process but also fosters a more strategic sales environment.

CRM that doesn't end when you close. TeamGram is a cross-functional CRM that allows employees to work together to improve sales performance and customer satisfaction. It can be used to create quotes, track orders and assign tasks to mobile teams. TeamGram dashboard gives you real-time insight into key business metrics without the need to go through spreadsheets. You can quickly identify what is important and take faster decisions. The pipeline view allows you to see all of your deals in one place and allows you to focus on the next steps. Drag and drop your deals from one stage of the pipeline to take control of your sales process.

Introducing the premier 3D Visual Product Configurator available globally, which operates seamlessly online and integrates effortlessly with any eCommerce platform, including Magento, WordPress, WooCommerce, and others. This innovative tool is compatible with all devices and browsers, ensuring accessibility for users everywhere. With an impressive clientele ranging from Australia to the United States, we proudly stand as the leaders in product configuration and Configure, Price Quote (CPQ) solutions. Our Designtool empowers users to create stunning environments with 3D models, allowing you to design your perfect room, office, or any desired space using your products. Backed by over five decades of business acumen and more than two decades of web expertise, we bring over five years of specialized knowledge in the realm of 3D technology to the table. Our commitment lies in delivering service-oriented web tools and solutions that genuinely cater to your needs, ensuring a unique and effective user experience. Thus, whether you are a small business or a large enterprise, our configurator is designed to elevate your product offerings to new heights.

The Excel-to-Word Document Automation Add-in streamlines the process of transferring Excel content into Word and PowerPoint files, allowing for the effortless integration of various types of content such as text, lists, tables, images, and charts. Users can easily establish connections to this "dynamic" content for updating purposes. This enables the modification of both new and existing Word or PowerPoint documents with data sourced from any Excel workbook, regardless of whether it is newly created or already in use. It is particularly useful for generating recurring reports and personalized documents that require frequent updates. Moreover, users can utilize their workbooks and documents as templates, as any Word or PowerPoint file linked to the workbook through the core add-in can serve as a template. The add-in simplifies the processes of linking, testing, uploading, and managing document templates alongside related Excel-based resources, ensuring efficient document management and content updates across various platforms. This automation tool significantly enhances productivity by reducing manual effort and error in document creation and updates.

Threekit is an AI-native CPQ built for manufacturers. Configuration starts from a description, photo, voice note or spec sheet. The AI interprets the input, asks for missing details, and guides option selection while your catalog, compatibility rules, and pricing logic govern every step. Selections are validated against if/then rules and option gates as the build takes shape. Pricing pulls from your price books with support for line-level rules, per-unit discounts, and quote-total rules. Role-based visibility controls who sees MSRP, dealer cost, margin, or discounts. The result is a quote PDF with line items that can be locked, revised, and shared. One catalog and rule set serves sales teams, dealer networks, and your website. Threekit runs alongside an existing CPQ or replaces it, handing off configurations as JSON or XML. It integrates with Salesforce CPQ, Oracle CPQ, SAP, Shopify, ERP, PIM, and CRM systems.

Experience the industry's only comprehensive and integrated solution designed to revolutionize your quoting and renewal processes. By simplifying intricate and time-consuming tasks, you can fully harness the growth potential of your agency. The configuration, pricing, and quoting processes are vital to any insurance brokerage, yet many brokers continue to depend on outdated, manual workflows that are prone to errors and lead to subpar customer experiences. Zywave CPQ - Benefits stands out as a market leader with its cutting-edge solution that automates crucial steps in a benefits buyer's journey. With insights driven by data, you can configure a variety of benefit options, offering valuable strategic insights for your clients. Enhance the quoting process with immediate access to carrier pricing, accompanied by the ability to create professional, custom-branded proposals. In essence, adopting Zywave CPQ - Benefits empowers you to elevate your sales and service capabilities, ultimately driving significant growth for your agency. This innovative approach not only improves efficiency but also transforms the way brokers interact with their clients, fostering a more satisfying overall experience.

Expivi's 3D Product Configurator allows potential customers to view products in 3D and adjust colours, textures, and other features. The CPQ (Configure price Quote) integration allows customers to see a unique price for each option and a total product price. Expivi, a cloud-based 3D Product Configurator platform, is revolutionizing online shopping. This interactive and visual ecommerce platform creates an immersive shopping experience through the use of 3D configurations and Augmented Reality. Expivi's user-friendly tools allow businesses to easily upgrade their online store by simply using the existing marketplace. All from the web browser. Platform clients can log into easily and create and apply projects without the need for any third-party tools or assistance. Integration with Magneto, WooCommerce, and Shopify is easy.

Bit2win CPQ equips sales teams, partners, and customers with the ability to configure intricate products and services, generate precise quotes, and forge more intelligent deals by utilizing the latest product and pricing information. This platform, tailored for enterprises transitioning to digital operations and automating sales processes and quoting, supports the sale of both physical goods and subscriptions, as well as recurring and usage-based pricing, bundles, and modifications to current service contracts, delivering one of the most effective out-of-the-box pricing functionalities available. As a comprehensive sales cloud solution, Bit2win encompasses all aspects of the multichannel sales cycle, ranging from price configuration to the development of go-to-market strategies. Furthermore, the Bit2win suite serves as an innovative omni-channel solution designed to enhance business workflows, pinpoint and manage sales opportunities, configure the appropriate product at the right price in real-time, streamline and expedite the sales cycle, boost operational efficiency, minimize errors, accelerate time-to-market, and foster customer engagement and loyalty. This platform not only optimizes sales practices but also ensures that businesses can adapt swiftly to changing market demands.

Salesforce Agentforce Revenue Management is a powerful CPQ and revenue optimization platform designed to streamline the entire quote-to-cash lifecycle. It connects product catalogs, pricing, contracts, orders, and billing within a single, AI-powered environment. Sales teams can generate accurate quotes instantly using a familiar, spreadsheet-like interface that improves usability and speed. Guided selling flows ensure compliance with pricing policies and discount thresholds. Automated approvals and configurable rules help minimize revenue leakage and operational risk. The unified product catalog reduces SKU complexity while supporting multi-channel sales strategies. Self-service and API-first capabilities enable seamless integration with ecommerce and partner sales channels. AI-driven deal management enhances collaboration while maintaining secure, role-based access. Real-time data insights support better forecasting and revenue planning. Agentforce Revenue Management empowers businesses to scale revenue operations efficiently and close more opportunities with confidence.

Eliminate the disorganized closing processes by utilizing templated quotes, streamlined approval workflows, and established pricing guidelines to empower your teams and enhance sales reps' success. Develop customized agreement templates that have already been approved for your sales teams to use. Instantly implement changes and adapt to evolving business requirements without delay. Say goodbye to lengthy implementation timelines; with RevOps, your team can be operational in just hours or days, rather than the weeks or months that used to be standard. Equip your sales representatives for success by allowing them the flexibility they need while still providing essential structure for deal-making. Establish approval workflows to foster collaboration and save your team invaluable time. Effortlessly send documents to anyone globally, facilitating the scaling of your sales operations to thrive in today’s remote, digital economy. This approach not only enhances efficiency but also ensures that your teams remain agile in a rapidly changing market.

BestCPQ software is a valuable tool for Salesforce users, enabling companies to generate highly customized quotes that adhere to intricate product, pricing, and business regulations, allowing sales teams to efficiently close larger deals. Designed for organizations that handle complex products, services, and distribution channels, it enhances the capabilities of Salesforce CRM. One of the standout features of BestCPQ is its seamless synchronization with your ERP system, providing sales teams with instant access to essential information. This integration eliminates the need for duplicate data entry, streamlining processes significantly. Furthermore, closed and won orders can initiate workflows in the ERP, leading to a more efficient operation. BestCPQ utilizes commercial SYNC to facilitate a cohesive relationship between front office and back-office functions. With real-time access to detailed product configurations, pricing, and business rules, sales representatives and partners can swiftly and accurately generate quotes, reducing errors and driving improved business results. This efficiency not only accelerates the sales process but also fosters stronger partnerships and customer satisfaction.

COVALYZE enhances your entire strategic procurement workflow, encompassing everything from managing demand to evaluating RfPs. Utilizing COVALYZE equips you with a superior category dataset that includes all technical business specifications in an organized manner. By merging intricate business specifications with supplier pricing, you will uncover fresh insights into your category data, such as identifying which business features influence pricing, ways to minimize article variations, and much more. Don't miss the chance to experience it firsthand—schedule a free demo session today! COVALYZE serves as an essential platform for OEMs and large-scale manufacturers aiming to reduce the costs associated with sourced components and services while improving their time to market. Furthermore, COVALYZE consolidates crucial information for your negotiations in one convenient location, highlighting component feature prices, identifying overpriced items, and revealing high-priced suppliers, among other valuable insights. This comprehensive approach ensures that you have all the necessary information at your fingertips to make informed decisions.

We assist retailers, manufacturers, and designers in creating a premium online experience. Our platform is compatible with any eCommerce site and any device that has a browser. It can support any product type with unlimited product combinations. Bring the in-store experience online, and sell more. Display your entire product portfolio accurately and show all product variants in 3D in real-time. Customers can view the product in 4K resolution. They can rotate it, zoom in and out, zoom in and zoom out, and explore 360 degrees. Let customers customize the product to meet their high-end or specific needs. They can choose from a variety of shapes, colors, and accessories. Selling configurable products? You can close deals faster by creating virtual products for your customers. They can visualize, design, configure, and test the product quickly and easily in real-time.

By automating and integrating design, pricing, order validation, and manufacturing processes, 3CAD significantly cuts down on manual intervention. This reduces the potential for costly errors and lowers overall operational expenses by optimizing resource allocation and minimizing waste. Accessible from any device and location, 3CAD offers a seamless experience for overseeing and monitoring furniture orders from start to finish. Benefits: 1. CNC Machine Connectivity: Directly integrate with CNC machines, automating the transfer of manufacturing specifications and reducing production lead times. 2. Error Minimization: Streamline the production process by eliminating manual data entry and the potential for errors, ensuring quality and consistency. 3. Production Efficiency: Optimize manufacturing workflows with automated creation of technical files and itemization, enhancing shop floor operations.

Nue is the #1 Revenue Lifecycle Platform on Salesforce. Nue is designed to meet the requirements of modern businesses. Configure dynamic pricing. Sell via any channel (self service + direct sales + in-app). Manage renewals and increase revenue. Know exactly when and what to charge. Nue allows RevOps to quickly deploy opportunity-to cash processes for direct sales and self-service, while providing complete, accurate analytics for Finance. Nue was built for SaaS companies that are growing fast and need a flexible, IT-heavy solution to manage revenue flows from end-to-end.

Quoter is an innovative cloud-based platform designed specifically for managed service providers (MSPs) that streamlines the quote-to-cash process by automating more than 30% of sales tasks. The platform seamlessly integrates with various systems such as PSA, CRM, distributors, payment processors, and accounting software to automatically fill in client, product, and pricing information. It accommodates an unlimited array of configurable line items and bundles, offers volume discounts, supports multi-currency pricing, and accurately calculates taxes and shipping—leveraging tools like Avalara. Additionally, it facilitates e-signatures and payment processing through options such as Stripe, PayPal, and ConnectBooster. Quoter also provides customizable branded templates, product configurators that include optional and single-select items, and distributor pricing that is aware of inventory levels. The platform enhances productivity with features like email tracking, automated follow-ups, manager approval workflows, and detailed cost and margin tracking, all while offering comprehensive reporting capabilities on quotes, margins, users, and product performance. Furthermore, businesses can benefit from its robust analytics to make informed decisions and optimize their sales processes.

Mercura provides an AI-enhanced configure-price-quote (CPQ) platform specifically tailored for the complexities of manufacturing, empowering businesses to enhance their sales processes by automating essential workflows. The platform features a powerful configuration engine, dynamic product modeling, intricate pricing calculations, and stunning 2D/3D visualizations, including augmented reality, which together create engaging and interactive experiences for customers. Additionally, it facilitates automated generation of quotes and documents, integrates smoothly with current CRM and ERP systems, and offers sophisticated analytics to track demand trends, usage of configurations, and regional preferences. By utilizing Mercura, manufacturers can significantly decrease quote-to-order inaccuracies, speed up sales cycles, boost conversion rates, elevate average selling prices, and drastically reduce product returns—potentially by as much as 80%—all while improving operational efficiency. Furthermore, its modular features, such as ESG insights and real-time sales analytics, enhance strategic decision-making, allowing companies to remain agile in a dynamic market environment. Ultimately, Mercura's platform not only streamlines the sales process but also positions manufacturers to better meet customer needs and adapt to changing market demands.

Configure to WIN is a software solution focused on quote management and pricing governance intended for B2B organizations that deal with intricate products, services, pricing regulations, rebates, and approval processes. This platform enables sales, pricing, finance, and management departments to streamline commercial quote decisions within a cohesive workflow. It integrates product and pricing information, various currencies, quote line items, adjustable metrics, and approval protocols to effectively compute commercial results, pinpoint anomalies, and facilitate uniform approval choices. Specifically tailored for teams seeking greater control compared to basic quoting or proposal tools, it avoids the expense and intricacies associated with large-scale enterprise CPQ systems. By using this platform, businesses can enhance the speed of their quotes, safeguard profit margins, minimize manual verification, and ensure that pricing and approval processes are more transparent. Additionally, the software provides a complimentary Quote Performance Scan that allows teams to assess their quoting maturity level in roughly three minutes, offering valuable insights for improvement.