Best CPQ Software for Windows of 2024

ConnectWise CPQ (formerly ConnectWise Sell) automates the process of obtaining professional quotes and proposals for IT solution providers. ConnectWise CPQ offers many tools that enable IT solution providers to save time and offer more value. Top features include professional proposal or quote templates, product catalog and sourcing, workflow automation, sales reports, and integrations to best-in-breed software like Cisco, Dell and HP. Building detailed sales quotes is time consuming, potentially costing your sales team hundreds of hours per week. ConnectWise CPQ™ (formerly ConnectWise Sell) brings order building complex quotes and proposals through custom templates, automated sourcing, and seamless PSA integration.

EASA enableds a unique method of deploying Excel spreadsheets as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers as well as subscription based applications (SaaS). Unlike competing solutions, sophisticated spreadsheets with VBA, macros and add-ins can be deployed with EASA, and logic and formulas are never converted but simply reused. In addition, EASA enables additional functionality above and beyond most spreadsheets, including (true) database functionality, integration and workflow management. Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote),insurance raters, financial analytics and reporting, engineering calculations, and many more. Before committing to lengthy and risky development projects, or transferring all your Excel logic into commercial solution, have a look at EASA. Customers include companies such as AIG, Voya, HP and Caterpillar and is well worth exploring further.

Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget. Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.

QUOTE SMARTER. FASTER AND MORE PROFITABLY One incorrect quote can ruin your reputation and hard-earned reputation. A wrongly quoted price can make a deal go sour. Don't put your business at stake. servicePath is a configurate, price and quote (CPQ), platform that makes complex quotes easy. ServicePath makes it easy to create quotes that take hours and involve multiple departments. ServicePath allows you to view all the latest cost elements and solution configurations on one platform, reducing the risk of issuing a poor quote. ServicePath makes it easier to do business with you.

Use QuoteWerks, the sales quoting and proposal software solution, in your CPQ and Quote-To-Cash sales process. For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWerks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, QuickBooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more.

Epicor CPQ (formerly KBMax), is redefining CPQ for manufacturers worldwide. Our product configurator is capable of handling complex business rules, visualizations, pricing, CAD automation, website embedding, and real-time pricing. This solution provides a great buying experience, faster sales cycles, and more efficient manufacturing processes. We're different because we: - Make complex products easier to sell and purchase faster - A visual, no-code engine simplifies configuration and maintenance of the most complicated business rules Automate workflows, CAD drawings, and documents to increase accuracy and efficiency - Remove the middleman and allow customers to buy directly from the manufacturer, rather than through a sales representative. Our product configurators are easily embedded in any webpage. -B2B2C is possible when distributors and partners are able to sell directly to customers

Zomentum is a sales acceleration platform that is exclusively designed for IT Partners. It combines pipeline management and proposal and quote builders, sales automation, reporting & analytics, and reporting & analysis to enable frictionless MSP sales. Zomentum makes it easy to create documents 70% faster, increase deal values by 600%, and convert more often. Today, Zomentum is used by thousands of MSPs to increase revenue, reduce sales cycles, and simplify buying. Our customers have generated close to $100M in revenues. Our mission is to build a trusted network of IT partners, revolutionizing the IT purchasing process for small and medium-sized businesses around the world.

CIS Configurator is an affordable and simple to use CPQ system. CIS Configurator is designed to simplify quoting. It allows sales teams to quickly price, quote, and configure complex products. This helps them win more deals. The platform is web-based and offers a rule-based configurator as well as pricing management, integration with other ERP systems or CRM systems, central location for all quotes, visibility into the pipeline, and integration with other CRM systems.

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

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.

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.

Cincom CPQ will help you deliver a better customer experience. Cincom CPQ allows you to create price quotes (CPQs) for complex products and services. Cincom CPQ can be used on-premise or cloud-based. It is loaded with features that will improve customer experience, enable digital transformation, increase sales performance, streamline product configurations, enhance sales proposals, and many other things.

Axonom's Powertrak CPQ Software Suite is a cloud-based, mobile-friendly platform that streamlines and enhances sales quoting, pricing, and product configuration. Powertrak empowers sales teams and channel partners to convert leads faster by making product and pricing information easier to access. Powertrak integrates seamlessly with the most popular business tools such as Microsoft Dynamics 365 and Salesforce, Oracle, NetSuite and Macola Software.

Streamline the IT Solution Design Process - Netformx DesignXpert, the global leader in enterprise technology design, including multivendor designs and proposal generation, is a global leader. DesignXpert is accessible via the cloud or desktop and streamlines the design process thanks to its advanced graphics-based capabilities. This makes it easy to create rich, detailed graphical network designs, drawings, and schematics. DesignXpert integrates seamlessly with Visio® and Cisco Commerce Workspace (CCW). Rapid creation of accurate designs is possible by using solutions that are baselined with the actual network of your customer, as uploaded from Netformx Discovery™. DesignXpert automatically allows you to keep up to date on products and services and to quickly deliver personalized multivendor proposals (including design schematic, BOM and SOW) that increase profitability as well as customer satisfaction. The industry's most comprehensive Netformx KnowledgeBase™ validates designs.

Revalize provides sector-specific software solutions to drive growth for manufacturing companies, their channel partners, and their customers. For decades, manufacturers and distributors selling pumps, motors, compressors, blowers, valves, actuators, and other types of mechanical equipment have turned to the FPX Intelliquip Selling Cloud and our purpose-built Selector and Configure-Price-Quote (SCPQ) solutions to quickly and profitably select, configure, quote and sell their complex, engineered products across their sales and distribution channels. Through an automated, permission-based approval process, collaborative selling allows you to quickly provide a complete and accurate quotation package. Our Industry Vertical Solutions are supported by over three decades of domain knowledge and support the best brands around.

Experlogix CPQ solution enables sales teams to quote configurable products and services with accuracy. Experlogix CPQ leverages a logic-based rules engine, so product and engineering teams can control product and service options, available feature combinations, pricing and discounting, and automate processes such as discount approvals, helping sales representatives sell more quickly and create accurate quotes every time.

Apparound is more than an ordinary CPQ. Is an all-in-one sales tool that allows reps to be more effective during the negotiations by simplifying their daily activities and allowing them to involve more the customer. The solution consists of 10 modules that manage the complete sales cycle: starting from the configuration of the offer to the collection of the order.

Aicomp is a provider of transformation software with End-to–End solutions for service- and manufacturing companies. Our primary focus is on the transformation of mass production to mass personalization so that each consumer can get exactly what they want. Our customers' brands can personalize their products. This has been proven to increase customer trust. Our VCPowerPack, one of the most popular product configurators for manufacturing, is what we use to digitize manufacturing. We enable mass customization production (MCP) by embedding our VCPowerPack in SAP's Cloud and onPrem platforms. We strive to simplify complex products by providing a user-friendly and dynamic interface that allows customers to describe them and supports their calculation and manufacturing. Our latest version combines two major digital transformation approaches: CPQ – Configure, Price and Quote and CtC- Configure the Configurator.

The Excel-to Word Document Automation Add-in automates the updating of Excel-based content in Word and PowerPoint documents. Text, lists, tables and images can all be updated. It makes it easy to link/map "dynamic" content that needs to be updated. Any existing Word or PowerPoint document can be updated with content from any Excel workbook. Update recurring reports and documents that need to be customized/personalized multiple times. Use your workbooks as templates. Any Word or PowerPoint document that is "linked" to the core add-in using the core plugin can be used as a template. The add-in makes it easy for you to upload, test, upload and manage Excel-based document templates.

Empowering Life Sciences organizations of any size to accelerate revenue growth and be more productive in the process, by offering an AI-based Tender Management system, specialized for the Life Sciences. Cube RM is focused on helping businesses maximize tender market coverage, identify opportunities, understand each market’s competitive environment to increase win rate and efficiently manage their tender preparation processes. Our platforms use AI & NLP to capture and analyze key tender market data globally and transform it into actionable market intelligence, allowing organizations to make informed decisions and take proactive steps resulting in improved revenue performance.

One cloud-based solution connects sales and production to grow your business. You can track every order, from sales to production. This will allow you to plan and respond quicker. To continue your growth, you can change your current processes to create new ones. CNC integration reduces lead time and errors by connecting sales orders directly to CNC machines. No more wrong orders from old catalogs. As soon as your new ranges become available, update your entire sales network immediately. Order material and get it done right the first time. One system links sales and production, allowing you to see the status of each order and know what's required. With powerful parametric software, you can create any product in 3D. This software automates many of your manufacturing processes. You can create any product in 3D using powerful parametric software. This software automates many of your manufacturing processes.

The encoway CPQ product range is a standard solution for product configuration, pricing, and quote generation. This solution can be tailored to specific industries without compromising on existing product standards due to its modular platform concept. encoway CPQ is a solid foundation for addressing the complex marketing challenges of complex, multi-variant products. The sales configurator allows you to easily create attractive, well-structured quotes and configure errors-free variants. The configurator is available for both existing customers and prospective customers. It allows you to experience multiple-variant products and solutions on websites, portals for dealer and trade fairs. The central location of encoway CPQ allows you to create product logic, maintain product data efficiently, and import data form other systems.

CPQ software (Configure Price, Quote) acts as a digital link between customers, production, and their customers. The core functions of CPQ software are product configuration (configure), pricing and quote creation (quote). Software is always oriented towards customer needs. It chooses the best products for each case. The rules ensure that all subsequent processes can start smoothly. A modularized variant system allows for the intelligent combination of standard function modules to create customer-specific product variations. A CPQ system's product configurator converts customer views into appropriate products and product features. Rules-based workflows replace internal consultation and approval. The sales cycle is cut by 28% Sales efficiency, optimal pricing and cross-selling & upwardsselling increase sales & profits.

Our customers can create highly configurable products and reduce the time it takes from product design to sales to manufacturing by as much as 92%. We create configuration solutions for manufacturing companies that help them overcome the challenges of getting configurable products to market faster and to sell, make, and service them better. Our advanced configuration technology, Virtual Tabulation®, is trusted by global manufacturing companies for its mission-critical functions. It can handle the most complex products on market. Their entire organization can work from the same data. Every function that touches a product must have the same information in order to ensure that sales doesn't sell products that aren't possible to manufacture or engineering doesn't create products that aren't marketable.

SaleConfig makes it easy to automate tedious tasks like creating offers, pricing, and calculating costs. Configurator, the core component of SaleConfig is used to store product information as well as sales data (cost and price). This greatly reduces the amount work required by product designers, cost- and sales data administrators. You can create dependencies between your products using the configurator algorithm. You can quickly and easily prepare your product using a simple interface. SaleConfig allows you to prepare your offer and displays all options, configurations, and dependencies. This makes it possible for even less experienced salespeople to create an offer and reduces the training time. Salesmen can work on-site and have access to SaleConfig. They just need to have internet access.