Best CPQ Software for Windows of 2025

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.

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.

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.

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.

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.

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.

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.

Enhance your customer interactions with Cincom CPQ, a powerful configure price quote solution tailored for manufacturers and businesses dealing with intricate products and services. This versatile tool is offered in both cloud-based and on-premise formats, packed with functionalities aimed at elevating the B2B customer experience, facilitating digital transformation, boosting sales efficiency, simplifying product configuration, and refining sales proposals, among other benefits. With Cincom CPQ, companies can not only meet but exceed customer expectations, ultimately driving growth and success in a competitive marketplace.

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.

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.

In today's fast-evolving landscape, businesses encounter increasingly challenging market dynamics. They often need to address intricate custom requests in the B2B sector by calculating on a per-unit basis, while also integrating tailored components into configured products. With calcIT, you can effectively respond to various customer needs and fully automate your quoting and calculation processes. Even post-contract signing, calcIT’s project management tools ensure that you maintain oversight. The software is highly customizable, allowing it to mirror your specific requirements and digitally represent your operational workflows, which enhances both transparency and efficiency. calcIT stands out as a versatile software solution enriched with comprehensive CPQ capabilities, enabling you to define your needs for calculations, offer creation, and product configuration with complete accuracy. Whether it’s determining the price of an individual screw or conducting detailed assessments for intricate proposals, calcIT is designed to meet your precise specifications. This adaptability ensures that your business remains agile and responsive to ever-changing demands.

One of the key advantages of this feature is that your organization will consistently access the latest pricing information, models, and options from manufacturers within the program. Thanks to our strong partnerships with manufacturers, we can efficiently implement automated updates for price books and manufacturer data, eliminating any uncertainty about whether you’re generating quotes and orders based on accurate information and pricing. These updates are regularly integrated into the software, and often, they are available on the same day as the manufacturer’s release. Moreover, SRA ensures that any software improvements and changes are automatically updated, allowing you to benefit from the latest version and features available. Beyond just manufacturer and software updates, SRA also provides the capability to remotely distribute and refresh dealer data and media for all users within your organization, enhancing overall functionality and user experience. This ensures that your team's workflow remains seamless and efficient, minimizing disruptions that could arise from outdated information.

The encoway CPQ product line stands out as a premier solution for configuring products, establishing pricing, and generating quotes. With its modular design, this solution seamlessly adapts to various industries while maintaining the integrity of established product standards. This adaptability ensures that encoway CPQ lays a robust groundwork for tackling the complexities of marketing intricate, multi-variant products both now and in the future. The sales configurator plays a crucial role in enabling the creation of error-free product variants and generating well-organized, appealing quotations. Additionally, the configurator caters to existing customers, potential clients, and new leads, allowing them to engage with multi-variant products and solutions across websites, dealer portals, and trade exhibitions. Furthermore, the centralized nature of the encoway CPQ platform streamlines the development of product logic, facilitates efficient maintenance of product data, and simplifies the importation of data from various other systems. Overall, this comprehensive solution empowers organizations to enhance their sales processes and improve customer interactions effectively.