We Tested 10 of The Best CPQ Solutions and Here’s Our Review [February 2025]
![We Tested 10 of The Best CPQ Solutions and Here’s Our Review [February 2025]](https://www.experlogix.com/app/uploads/2024/09/best-cpq-solutions-e1717592709116.webp)
Sales teams are always chasing an edge—better tools, faster closes, and sharper insights. But here’s one shortcut that too many still overlook: Get a CPQ solution.
Here’s the thing, CPQ isn’t just another app. It’s your sales team’s personal fast-forward button—fewer errors, faster quotes, and happier customers. In this review, we’ll break down the 10 best CPQ tools for 2024, what they do best, and how to choose the right one for your team.
First off, What is CPQ Software?
CPQ software (Configure, Price, Quote) helps sales reps generate fast, accurate quotes for configurable products. It automates the entire sales process—from tailoring products to pricing configurations to generating branded quotes—so your team closes deals faster.
The CPQ Process in Three Steps:
- Configure: Sales reps customize products based on customer needs.
- Price: Pricing models calculate costs, discounts, and margin rules.
- Quote: The system generates branded, error-free quotes with terms and payment details.
Why it matters: CPQ tools integrate with your CRM and ERP, so quotes pull from real-time customer and inventory data. That means faster closes—and fewer mistakes.
Here’s The 5 Biggest Benefits of CPQ Software
So, you’re wondering if CPQ software is worth the hype. Short answer: Yes. Long answer: It’s a game-changer for your sales team’s speed, accuracy, and bottom line.
Think of it like this: Sales without CPQ is like trying to win a race with a flat tire. Sure, you might get there eventually, but it’s going to be slow, painful, and full of avoidable mistakes. With CPQ? You’re in a souped-up sports car—fewer stalls, more wins.
Here’s how the right CPQ tool turns chaos into closed deals:
- 1. Greater Sales Productivity: Automate complex pricing configurations and reduce manual work. More quotes, less busywork.
- 2. More Accurate Quotes: Rule-based pricing means no more undercharging—or awkward follow-up corrections.
- 3. Shorter Sales Cycles: Configure, price, and quote in minutes, not days.
- 4. Better Customer Experience: Faster, tailored quotes mean a friction-free buying experience.
- 5. More Revenue: Streamlined processes + accurate pricing = higher win rates and new upsell opportunities.
How to Choose a CPQ Worth Your Money (And Avoid the Overpriced, Overhyped Options)
We’re yet to come across a CPQ tool that doesn’t initially sound great. They all promise faster quotes, happier customers, and record-breaking sales cycles. But here’s the truth: Most of them fall apart the second your sales team actually tries to use them. Suddenly, you’re drowning in complexity, reps are begging for their spreadsheets back, and your “game-changing” tool becomes a $50k headache.
So, how do you spot a CPQ that actually delivers? Simple: Focus on these five essentials.
- Ease of Use: If your team needs a PhD to use it, they won’t. Look for intuitive interfaces and quick-start templates.
- Quality Features: Prioritize automation, complex pricing models, and approval workflows.
- Integrations: Make sure it plugs seamlessly into your CRM and ERP—especially if you’re using Salesforce or Dynamics.
- Scalability & Pricing: Find a solution that fits your budget today and grows with you.
- Reputation: Read reviews from real users on G2 and Capterra. Pay attention to feedback on support and ease of implementation.
The 10 Best CPQ Tools for 2025
CPQ Tool | Best For | Pricing |
---|---|---|
Experlogix CPQ | Best for Manufacturers | Contact for pricing |
Conga CPQ | Full Revenue Lifecycle | Custom |
PandaDoc CPQ | Document-First Workflows | Enterprise only |
HubSpot CPQ | HubSpot Users | $90–$150/user/month |
Salesforce CPQ | Salesforce Users | $75–$150/user/month |
Epicor CPQ | 3D/AR Configurations | $100/user/month |
DealHub CPQ | Complex Sales Processes | Custom |
Oracle CPQ | Enterprise Sales Teams | $240/user/month |
SAP CPQ | AI-Powered Configuration | Custom |
QuoteWerks CPQ | Small Businesses | $15–$30/user/month |
1/ Experlogix CPQ (Best for Manufacturers)
At Experlogix, we’re not new to this. We’re not just another name in the CPQ arena—we’ve been shaping the CPQ game since 2002—long before half the players on today’s list even existed. Experlogix isn’t just another CPQ tool; it’s the tool built by one of the originals in the field, trusted for over two decades to handle the most complex sales processes out there.
It’s no secret, manufacturers love us—that’s what happens when you nail deep, bidirectional integrations with Salesforce and Microsoft Dynamics 365. But don’t box us in. Whether you’re selling custom products, subscriptions, or services, Experlogix makes closing deals—and delivering on them—seamless.
Here’s the bottom line: Once your sales rep sends a quote, Experlogix pushes it straight to production via ERP integration. No clunky handoffs. No missed details. Just faster closes, tighter operations, and a pipeline that actually flows.
Two decades in the game. Still setting the standard. Ready to see why?
Why Choose Experlogix: Experlogix CPQ has been a leader in the space since 2002—long before most CPQ providers existed. Built for complex configurations, especially in manufacturing, it integrates deeply with Salesforce and Microsoft Dynamics 365. Experlogix automates the quote-to-production process with ERP integrations, making it ideal for manufacturers, wholesalers, and direct-to-customer sales.
Key Features:
- 3D and AR Product Visualizations: Simplify complex configurations with interactive visuals.
- Advanced Pricing Rules: Real-time feedback ensures quote accuracy.
- Multi-level BOM Generation: Seamlessly integrated with ERP for production handoff.
- Approval Workflow Automation: Accelerate approvals and reduce bottlenecks.
- Branded Proposal Templates: Generate professional, on-brand quotes quickly.
Pricing: Get in touch for custom pricing.
Best CPQ Solutions for Dynamics and Complex Configurations
💥 When it comes to Dynamics 365 and complex configurations, most solutions promise the world—few actually deliver. The key? Focus on CPQ platforms built to handle the unique challenges of the Dynamics ecosystem. Here’s what sets the best apart:
- Deep Dynamics Integrations: No clunky connectors—just seamless, real-time sync with Dynamics 365 CRM and ERP.
- Complex Configuration Mastery: Built to handle multi-level BOMs, custom pricing, and intricate workflows without breaking.
- Sales Process Automation: From quote to production, reduce manual handoffs and close deals faster.
This is where our CPQ leads the pack—engineered for Dynamics, trusted for complex configurations, and proven to accelerate sales cycles for the world’s most demanding industries.
2/ Conga CPQ (Best for Full Revenue Lifecycle)
Why Choose Conga: Conga CPQ is built for enterprises that need end-to-end revenue lifecycle management. It excels at handling complex quote-to-cash processes and managing subscriptions with automation, making it a favorite among Salesforce users.
Key Features:
- Smart Product Search: Quickly find and configure products with intuitive search tools.
- AI-Powered Pricing Recommendations: Optimize pricing and maximize margins.
- Subscription Automation: Manage renewals and recurring billing with ease.
- Advanced Approvals: Create layered approval workflows within Salesforce.
Pricing: Contact Conga for custom pricing.
3/ PandaDoc CPQ (Best for Document-First Sales Teams)
Why Choose PandaDoc: If your team already uses PandaDoc for proposals and contracts, their CPQ is a seamless add-on. PandaDoc CPQ simplifies the quoting process with built-in e-signatures and payment options, perfect for document-driven sales teams.
Key Features:
- Ultra-Simple Interface: Designed for zero-training onboarding.
- Embedded Payment Gateways: Accept payments instantly with Stripe, PayPal, or Square.
- Collaborative Quotes: Real-time commenting and editing with prospects.
- CRM Integrations: Syncs directly with HubSpot, Salesforce, and other major CRMs.
Pricing: Only available with PandaDoc’s Enterprise plan. Learn more.
4/ HubSpot CPQ
Are you a HubSpot user? Then you’ll appreciate HubSpot CPQ, which is available inside HubSpot’s all-in-one sales solution, Sales Hub. Use the tool to generate custom quotes in a few clicks—all without leaving your CRM. Your sales team can even use the CPQ software to accept payments, if necessary.
Top HubSpot CPQ Features
- Use an intuitive interface to complete the configure price quote process
- Build deep product catalogs that reps can easily customize when needed
- Enjoy e-signature integrations and native payment processing capabilities
- Integrate HubSpot CPQ with accounting software like Quickbooks and Xero
HubSpot CPQ Drawbacks
- HubSpot’s biggest advantage is the fact that it’s part of the HubSpot ecosystem. So those who already use HubSpot’s CRM software will have seamless integration. Just know that this CPQ doesn’t work with other ERP or CRM solutions, which is a major drawback.
- HubSpot CPQ isn’t as powerful as other CPQ solutions on the market. This is because most HubSpot customers are middle-market software or services companies. As such, their quoting processes are often less complex than larger businesses.
HubSpot CPQ Pricing
- There’s a free version of HubSpot CPQ but it doesn’t include all features. To access the entire tool, you’ll pay $90 to $150 a month, per user—plus a one-time fee of $1,500.
5/ Salesforce CPQ Cloud
Salesforce is one of the biggest software companies in the world. What started out as a CRM solution has since grown to become a complete marketing, sales, service, and analytics powerhouse. The question is, can the company’s CPQ tool compete with other brands? Let’s see…
Top Salesforce CPQ Features
- Add a product catalog and custom pricing rules to streamline the quote process
- Enjoy guided selling that enables reps to configure products in less time
- Satisfy unique customer needs by implementing usage-based pricing models
- Build dynamic workflows that help automate approvals and reduce deal friction
- Create and send proposals from inside the Salesforce CRM platform
Salesforce CPQ Drawbacks
- Salesforce CPQ is far from the easiest software to use. You and/or your team will need to devote a significant amount of time to learn the ins and outs of this CPQ tool.
- While Salesforce CPQ can do a lot of things, it can’t do all of them “out of the box“. Plan to spend time and resources to customize this CPQ solution to your preferences.
Salesforce CPQ Pricing
- Salesforce offers two pricing tiers. The “CPQ” tier costs $75 a month/per user and includes basic functionality. The “CPQ+” tier costs $150 a month/per user and includes advanced functionality, like advanced approvals, usage-based pricing, and document generation. (Note: This CPQ can also be accessed inside of Salesforce Revenue Cloud, which starts at $165 a month/per user.)
6/ Epicor CPQ
Epicor CPQ will make you feel like you’re in a science fiction novel thanks to its 2D, 3D, and augmented reality (AR) product configurator. Beyond the futuristic visual capabilities, Epicor CPQ offers a strong feature set that users in a variety of industries will enjoy.
Top Epicor CPQ Features
- Use the visual configuration tool to design products in 2D, 3D, or AR
- Cater to self-service customers and increase digital sales for your company
- Build a dynamic pricing process that auto-updates products as changes are made
- Integrate Epicor CPQ with websites, apps, and other essential business systems
Epicor CPQ Drawbacks
- Epicor CPQ offers plenty of customization options. But it requires a very technical developer to build out, which many teams may not have the resources for.
- Support and issue resolution tends to be a weak point for Epicor CPQ as well.
Epicor CPQ Pricing
- The Epicor CPQ solution will cost your company $100 a month, per user. It should be noted that Epicor offers volume discounts to those who speak to its team.
7/ DealHub CPQ
DealHub helps sales reps close more deals with solid configure price quote options, contract management, and in-app billing capabilities. Its CPQ solution is a great fit when product complexity is a concern, as the app includes strong automation and collaboration tools.
Top DealHub CPQ Features
- Get real-time data regarding a prospect’s interest in specific products
- Build question-based workflows to help reps configure products in less time
- Streamline the quote approval process with in-depth automated workflows
- Handle subscription-based business models and recurring payments
- Integrate DealHub CPQ with Salesforce, HubSpot, and many other CRMs
DealHub CPQ Drawbacks
- Even though DealHub CPQ claims to be a no-code platform, users still have trouble implementing the tool and report a lack of available training.
- Even after they get it up and running, DealHub CPQ users report issues with customization.
DealHub CPQ Pricing
- You’ll need to contact DealHub directly to learn about pricing details. Also worth mentioning, DealHub CPQ doesn’t include subscription management, billing options, or bi-directional connectivity. You’ll need to pay extra for those features.
8/ Oracle CPQ
Oracle’s CPQ system helps sales reps increase productivity by providing them with a complete quote-to-cash solution. While it’s generally used by enterprise companies, even small businesses can benefit from this CPQ tool because of its vast customization options.
Top Oracle CPQ Features
- Configure products with AI, so reps can focus their attention on customers
- Easily handle annuities, renewals, and other subscription pricing details
- Access real-time pricing and discount data to price products more accurately
- Build dynamic proposals with one click, then manage approvals and signatures
- Integrate Oracle CPQ with CRM, ERP, digital commerce, and other software
Oracle CPQ Drawbacks
- Oracle CPQ doesn’t have the most intuitive interface. Because of this, some users might not be able to access all of the tool’s features, which is unfortunate.
- Oracle CPQ tends to be one of the more expensive solutions on the market.
Oracle CPQ Pricing
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Oracle CPQ will cost your company $240 a month, per user. This price will allow you to access the app’s entire feature set, from product configuration to CRM integration.
9/ SAP Sales Cloud
SAP CPQ brings the power of AI to the configure price quote process. Because of this, the tool has the ability to supercharge productivity for sales teams in many different industries.
Top SAP CPQ Features
- Generate quotes with 10,000 or more lines in a matter of seconds
- Automate approval and exception workflows to boost efficiency
- Enjoy margin protection features that help ensure profitability
- Integrate SAP CPQ with the other SAP products in your tech stack
SAP CPQ Drawbacks
- SAP CPQ has a steep learning curve that makes it unusable for some reps
- Adapting SAP CPQ to certain business models can be nearly impossible
- Users must already have a SAP ERP solution in place to use this CPQ
SAP CPQ Pricing
- SAP doesn’t post pricing for its CPQ tool on its website. To learn this information, you’ll need to contact the company directly and ask for more details.
10/ QuoteWerks CPQ
QuoteWerks CPQ is a great option for small businesses. The platform is pretty intuitive, offers customization options, and integrates with many other sales tools.
Top QuoteWerks CPQ Features
- Import product images, products lists, descriptions, and more into your quotes
- Pull pricing from Amazon, Staples, and other retailers to create price comparisons
- Know when customers view, sign, or otherwise interact with your custom quotes
- Integrate QuoteWerks with popular tools like Salesforce, Quickbooks, and Gmail
QuoteWerks CPQ Drawbacks
- QuoteWerks doesn’t offer as many automation and AI-powered features as other apps
- This CPQ is known for having an outdated interface, which frustrates some users
- Setting up integrations with other tools can be a tedious, time-consuming process
QuoteWerks CPQ Pricing
- QuoteWerks costs between $15 and $30 a month, depending on the features you need. If you’d like to cut down on those prices, you can sign up for an annual plan.
- Skipping Goal Alignment: Teams that don’t define clear objectives (like faster quotes or fewer errors) end up with a tool that doesn’t solve their real pain points.
- Ignoring Automation Setup: Without proper pricing rules and approval workflows, your CPQ becomes a manual mess instead of a timesaver.
- Poor Integration Planning: Failing to connect your CPQ with your CRM and ERP leads to data silos and a broken sales process.
How to Successfully Implement Your CPQ Solution (Without Screwing It Up)
Buying a CPQ is the easy part. Making it actually work for your sales team? That’s where most companies faceplant. CPQ implementation fails when companies wing it, rush it, or skip the homework. So, let’s break down how to get it right the first time—because re-implementing is a nightmare you don’t want.
1. Lock In Your Goals (Before You Touch a Single Setting)
If you can’t define what success looks like, don’t even bother opening the dashboard. You need clear, measurable goals from Day 1—because “improve sales” is not a strategy. Here’s how to lock it in:
- Start with Outcomes, Not Features: Do you want to shorten sales cycles, reduce pricing errors, or upsell more effectively? Choose one primary KPI per goal and track it ruthlessly.
- Get Everyone in the Room: CPQ affects more than sales. Pull in finance (to standardize discounts), marketing (for branded quotes), and ops (for ERP integration). CPQ is a team sport—play like it.
- Map the Buyer Journey: Don’t build workflows in a vacuum. Document every step from first quote to closed-won. Then use CPQ to automate and accelerate those steps.
2. Automate Everything You Can (No More Manual Madness)
Here’s the rule: If a human doesn’t need to do it, they shouldn’t do it. CPQ is only as powerful as the rules you feed it, so automate the grunt work from the start:
- Pricing Rules & Discount Tiers: Hard-code guardrails so reps can’t lowball deals or break margin policies. Build auto-approvals for standard discounts and flag outliers for manager review.
- Product Bundling & Cross-Sells: Set rules that auto-suggest compatible add-ons and upgrades—upselling should be automatic, not accidental.
- Renewals & Subscriptions: If you’re selling SaaS or services, automate contract creation, renewal reminders, and price adjustments.
- Approval Chains: Build multi-level workflows where low-risk deals get greenlit instantly, and complex quotes get routed for review—without email chaos.
Pro Tip: Automate with templates. Configure once, replicate forever. This is where Experlogix CPQ shines—especially for manufacturers managing intricate BOMs and custom orders.
3. Connect Your Stack (Or Prepare for Chaos)
A CPQ without integrations is a glorified spreadsheet. Real power comes when your entire tech stack talks to each other. Make sure your CPQ becomes the glue between sales, finance, and ops:
- CRM Integration (Non-Negotiable): Your CPQ should pull customer data from your CRM (like Salesforce or Dynamics 365) and push quotes back instantly. No manual entry, no double work.
- ERP Integration (For Manufacturers & Complex Sales): Connect to your ERP so that configured products automatically sync to inventory and production schedules. No delays, no miscommunication.
- E-Signature & Payments: Embed e-signing tools (like DocuSign or PandaDoc) into your CPQ. Better yet, let customers approve and pay from the same quote.
- BI & Analytics Tools: Push data from your CPQ to your reporting dashboards so you can measure quote velocity, win rates, and discount trends in real time.
Pro Tip: Experlogix CPQ was built for seamless integration with Salesforce and Microsoft Dynamics 365—without needing an army of consultants.
4. Train Your Team (Because CPQ Is Useless If Nobody Uses It)
Here’s the reality: If your reps hate the tool, they’ll avoid it. And if they avoid it, your implementation fails. Make CPQ training practical, fast, and scenario-based:
- Use Real Deals, Not Fake Demos: Forget generic walkthroughs. Show reps how to build a quote for your actual products and price structures.
- Role-Based Training: Sales needs to know how to generate quotes. Sales managers need to approve deals. Finance needs to pull reports. Train accordingly.
- Gamify the First 30 Days: Offer a bounty for the first rep to close a deal entirely through the CPQ. Recognition drives adoption.
- Make It Foolproof: Build intuitive templates and one-click configurations. The less thinking, the better.
Pro Tip: Experlogix CPQ is known for its fast learning curve—even for sales teams with zero CPQ experience.
5. Measure, Tweak, and Repeat (Because You’re Not Done at Launch)
You’re not launching a CPQ—you’re launching a system that evolves. So, track performance like a hawk and iterate ruthlessly:
- Track the Right Metrics:
- Quote Velocity: How fast from first interaction to delivered quote?
- Win Rate: Does CPQ speed up or slow down deal closures?
- Discount Trends: Are reps over-discounting to close deals?
- Approval Bottlenecks: Where do quotes get stuck—and why?
- Run Post-Mortems on Closed Deals: What worked? What didn’t? Was the CPQ process smooth, or did reps work around it?
- Optimize Monthly: Update pricing rules, add new product bundles, and refine approval workflows based on data—not gut feeling.
- Scale Up Your Automation: As your team gets comfortable, automate more—like contract renewals or AI-driven cross-sell recommendations.
Pro Tip: With Experlogix CPQ’s built-in reporting and feedback loops, you can spot leaks in your pipeline and fix them fast.
You can’t afford a slow, clunky sales process. CPQ is supposed to fix that—but only if you implement it right. So, skip the headaches and go with a tool built to handle complexity without slowing you down.
Our CPQ is fast to implement, easy to use, and powerful enough to handle your most complex configurations—especially if you’re in manufacturing, services, or subscriptions.
👉 Ready to see it in action? Get a free demo and let your team experience the difference.