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PROS Smart CPQ vs Salesforce CPQ & Billing Comparison

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Overview

PROS Smart CPQ automates the configure, price, quote process empowering your sales to create accurate, tailored solutions...

Salesforce CPQ is a configure price quote solution fully native to the Salesforce platform that delivers automated sales...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

ic-pricetag

No pricing info

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

Starting from

75

/user

Per month

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.5

2

5

4

3

2

1

1

1

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

4.2

47

5

4

3

2

1

22

14

10

1

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
86%
would recommend this app

Pros

Not enoughreviews yet

Pros

It is a potentially elegant solution that we wanted to use so we could scale up our selling process and hopefully reduce the sales cycle. There was no evidence that it succeeded in doing that for us.

AR

Anonymous Reviewer

Best thing about the company is their integrity - love the customer service and quality behind the team.

JR

Jennifer R.

They really took the time to understand our processes and provided us with solid , well thought out solutions. Their customer service has been some of the best I have experienced with any vendor.

AA

Ashley A.

Cons

Not enoughreviews yet

Cons

Maybe I'll get used to it and more familiarized, but it definitely isn't intuitive or efficient.

AR

Anonymous Reviewer

Costly for medium sized enterprises. Calculation times can be sometimes slow.

TA

Talha A.

It requires a lot of clicks and updating price/making price changes is very difficult. Creating a quote used to take me about 5 minutes and now it takes about 20 depending on the complexity.

AR

Anonymous Reviewer

  • Vendor responds to reviews
  • Last review4 years ago
  • Vendor responds to reviews
  • Last review9 days ago

Key features

  • Total features18
  • 2D Drawing
  • 3D Digital Asset Management
  • 3D Imaging
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Automated Quoting
  • Bid Management
  • Billing & Invoicing
  • CRM
  • Cataloging/Categorization
  • Client Portal
  • Collaboration Tools
  • Configuration Management
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Credit Card Processing
  • Customizable Branding
  • Data Import/Export
  • Discount Management
  • Document Management
  • Document Templates
  • Due Date Tracking
  • ERP
  • Electronic Payments
  • Electronic Signature
  • For Internal Use
  • Guided Selling
  • Inventory Management
  • Invoice Management
  • Knowledge Base Management
  • Knowledge Library
  • Milestone Tracking
  • Order Management
  • Order Processing
  • Order Tracking
  • Pipeline Management
  • Price / Margin Management
  • Price and Cost Calculations
  • Pricing Management
  • Pricing and Cost Calculations
  • Product Catalog
  • Product Configurator
  • Progress Tracking
  • Quotes/Estimates
  • RFP Creation
  • RFP Management
  • RFP Responding
  • Real-time Product Visualizations
  • Recurring/Subscription Billing
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Requirements Management
  • Rule-based Configuration
  • Sales Automation
  • Sales Reports
  • Sales Tax Management
  • Self Service Portal
  • Task Management
  • Templates
  • Third Party Integrations
  • Vendor Management
  • Version Control
  • Workflow Management
  • eCommerce Management
  • Total features67
  • 2D Drawing
  • 3D Digital Asset Management
  • 3D Imaging
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Automated Quoting
  • Bid Management
  • Billing & Invoicing
  • CRM
  • Cataloging/Categorization
  • Client Portal
  • Collaboration Tools
  • Configuration Management
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Credit Card Processing
  • Customizable Branding
  • Data Import/Export
  • Discount Management
  • Document Management
  • Document Templates
  • Due Date Tracking
  • ERP
  • Electronic Payments
  • Electronic Signature
  • For Internal Use
  • Guided Selling
  • Inventory Management
  • Invoice Management
  • Knowledge Base Management
  • Knowledge Library
  • Milestone Tracking
  • Order Management
  • Order Processing
  • Order Tracking
  • Pipeline Management
  • Price / Margin Management
  • Price and Cost Calculations
  • Pricing Management
  • Pricing and Cost Calculations
  • Product Catalog
  • Product Configurator
  • Progress Tracking
  • Quotes/Estimates
  • RFP Creation
  • RFP Management
  • RFP Responding
  • Real-time Product Visualizations
  • Recurring/Subscription Billing
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Requirements Management
  • Rule-based Configuration
  • Sales Automation
  • Sales Reports
  • Sales Tax Management
  • Self Service Portal
  • Task Management
  • Templates
  • Third Party Integrations
  • Vendor Management
  • Version Control
  • Workflow Management
  • eCommerce Management

Integrations

  • Total integrations4
  • Gmail
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Insightly
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • QuickBooks Online Advanced
  • Quickbooks Online
  • Salesforce Platform
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • SugarCRM
  • Xero
  • Zapier
  • Zoho CRM
  • Total integrations16
  • Gmail
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Insightly
  • Mailchimp
  • Marketo Engage
  • Microsoft 365
  • Microsoft Outlook
  • Pipedrive
  • QuickBooks Online Advanced
  • Quickbooks Online
  • Salesforce Platform
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • SugarCRM
  • Xero
  • Zapier
  • Zoho CRM

User reviews that mention these apps

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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PROS Smart CPQ logo

PROS Smart CPQ

Pricing Tool with Salesforce Integration

Reviewed 4 years ago
Pros

Salesforce integration Ability to create pricing at multiple levels Workflows for pricing approvals Ability to generate pricing reports

Cons

Not very intuitive Have some scenarios within our organization that are unable to use the tool. Mainly those that require bids and special pricing

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Salesforce CPQ & Billing logo

Salesforce CPQ & Billing

Incredible quoting tool cover all our exception cases.

Reviewed 3 years ago

Our product array is huge and our discounts system is complicated, we needed a tool which can handle most of our exception cases. CPQ can leverage most of our requirement.

Pros

It is very easy and user friendly, even if you're new you can grasp easily. We have so many different SKUs, pricing from different product families, various discounts etc all are been taken and we are happy. Multiyear quoting, contracted pricing and others are very simple using CPQ

Cons

Contracted pricing isn't flowing from partner to customer account. Incremental quote for Multi year deals should be made available with CPQ rather with CPQ plus.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Salesforce CPQ & Billing logo

Salesforce CPQ & Billing

Increase sales user adoption with CPQ

Reviewed 3 years ago

We have seen an increase in user adoption overall since implementing this tool

Pros

We have been using CPQ for a few months now and have a better overall pipeline for products. The quote templates that CPQ can generate are much cleaner than the traditional salesforce quote tool.

Cons

Support agents are slower to respond but it’s ideal to have a developer to assist with custom configuration when building out CPQ

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Salesforce CPQ & Billing logo

Salesforce CPQ & Billing

New CPQ User

Reviewed 4 years ago

Too many steps with previous platform to send a contract and too many required fields.

Pros

CPQ has been an easy way to get quotes out and quickly make changes versus the old software we were using. CPQ generates documents quickly for me to send out and adding in different products has never been easier.

Cons

Some growing pains with CPQ as we roll it out across the team but much better than our previous solution.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Salesforce CPQ & Billing logo

Salesforce CPQ & Billing

Bit of a learning curve

Reviewed 3 years ago

Consistency across quotes, pricing integrity, speed of producing quote docs, order forms.

Pros

When things (namely quotes) have become complicated, and you're selling multiple lines of business, lots of options, multiple years, with lots of variance this (CPQ) is a must have. SF CPQ is attractive to Salesforce users because there is that layer of familiarity and notion that it's part of the ecosystem.

Cons

For a Salesforce's owned product inside salesforce...the CPQ line formerly Steelbrick still isn't up to a level of performance where I feel it's seriously saving (rep's) time. The UI is distinctively Salesforce (lightning not classic) but the speed makes me question whether it's yet native to Salesforce. This is far from building a personal shopping cart on Amazon, adding and subtracting items with agility.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Salesforce CPQ & Billing logo

Salesforce CPQ & Billing

A necessary piece, but a struggle

Reviewed 2 years ago

Accurate and updated quoting to make sure numbers are accurate between finance and sales.

Pros

Salesforce CPQ allows for out sales reps to build out quotes and communicate the dollar amounts to finance within Salesforce

Cons

It seems like the CPQ functionality is constantly breaking when one attempts to edit a quote once it is created.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Salesforce CPQ & Billing logo

Salesforce CPQ & Billing

Powerful for configuring approval processes but requires lots of know-how

Reviewed a year ago

Still not sure that we are receiving the value that we are paying for, time will tell.

Pros

CPQ is a Salesforce product which allows you to build sophisticated quote pipelines. In general, this is useful if you have a diverse price book and different types of sales motions which require approvals from different stakeholders. There are different options when selecting CPQ, namely whether you need multiple approver capabilities. For a mid to large stage company, this is definitely a required feature and the native SFDC integration makes it easy to consume.

Cons

Pricing is quite high for this feature, it costs as much as SFDC seats itself which is a bit difficult to get approval for. Configuration for CPQ also requires a lot of technical knowledge and usually gets farmed out to a SFDC consulting group (even more $$$). If you are a small startup, you probably can do without CPQ until the sales cycle becomes more complicated.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Salesforce CPQ & Billing logo

Salesforce CPQ & Billing

Salesforce CPQ User review

Reviewed 3 years ago
Pros

Bundling of sub products and accessories with specific price points was an important consideration for us while selecting Steelbricks CPQ. They have most of the business scenarios covered out of the box.

Cons

CPQ has a steep learning curve. However, once you spend the initial hours in the training , you get better at it. It took us time to train the inside sales to configure products themselves for standard bundles.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Salesforce CPQ & Billing logo

Salesforce CPQ & Billing

Steelbrick Review

Reviewed 6 years ago

Better than most CPQ tools for long term SaaS contracts. It has a few bugs to work out still, but is a young and quickly growing company.

Pros

No pros were added to this review

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Salesforce CPQ & Billing logo

Salesforce CPQ & Billing

new to steelbrick... still working thru some obstacles.

Reviewed 6 years ago

Rolled out steelbrick as our cpq. our business model requires a lot, and while steelbrick is helping with customization, we have a long way to go.

Pros

No pros were added to this review

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Salesforce CPQ & Billing logo

Salesforce CPQ & Billing

Robust CPQ solution for Salesforce users

Reviewed 2 years ago

This tool makes life so much easier for your sales team and eliminates a lot of risk that is inherent to having your quoting process be done via excel, etc.

Pros

It is a powerful and fairly robust CPQ solution that makes the lives of your Sales team that much easier. For growing businesses, it makes it that much easier to scale your business with a structured quoting process.

Cons

Because the tool is so robust and the quoting process is often complex, it is imperative to have a strong implementation firm with CPQ specific expertise. This can be expensive.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Salesforce CPQ & Billing logo

Salesforce CPQ & Billing

SALESFORCE CPQ FOR YOU

Reviewed 3 years ago

Salesforce CPQ has helped the vendors to sell the products and services very fast with no help of the technical support team because they can see the catalog updated all the time. And if the client like they can generate the proposal very fast.

Pros

- All the products and services live in the same place. - You can generate proposals - Can Integrate many tools in CPQ like DocuSign and Xauthor -You can update or upload information very fast by using Data Loader

Cons

- We need more support team to solve our doubts or problems - More guides or videos for the application (Translated in Spanish )

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Salesforce CPQ & Billing logo

Salesforce CPQ & Billing

Does what it says on the box

Reviewed 9 days ago
Pros

If you're a salesforce user then having Salesforce's CPQ is a no brainer. it takes a lot of the mental load off your shoulders building quotes, calculating ramp deals and forecasting properly and setting approval mechanisms

Cons

it's not that easy to configure if you're not so used to Salesforce and I'd love to see more functionalities and the support to be better.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Salesforce CPQ & Billing logo

Salesforce CPQ & Billing

Accurate and Professional Sales Quotes

Reviewed 3 years ago
Pros

Integrates well with the suite of Salesforce products that are already on the market. I have both implemented and have been an end user purchasing through the CPQ tool and both experiences have been worthy of praise.

Cons

On the implementation end like any other product it has to be done right the first time to avoid costly mistakes and missed deadlines. It's a hot in demand product but not many consultancies no how to do it right. Make your best decision to pick the right team to implement and help adopt this as a useful tool

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Salesforce CPQ & Billing logo

Salesforce CPQ & Billing

Great product for quotes and renewals

Reviewed 5 years ago

I have been using Steelbrick CPQ for over a year and I love this product, it allows me to create orders and renewals for my customers all at a click of a button.

Pros

Being able to easily create quote and send to my customers

Cons

doesn't always work the way i want

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Salesforce CPQ & Billing logo

Salesforce CPQ & Billing

Salesforce CPQ is Great!

Reviewed a year ago

My experience has been great - I am a frequent user of quotes and this system makes it easy and efficient for creating professional quotes.

Pros

Salesforce CPQ allows me to easily go in and create quotes with different formats without allowing users to adjust things they shouldn't. You can add the quotes to things like simple quotes clients can sign to SOW's and more.

Cons

I know it was quite difficult to implement for my team. It took a few months to have it completely built out.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend4/10

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Salesforce CPQ & Billing logo

Salesforce CPQ & Billing

CPQ requires a lot of clicks and is far from intuitive

Reviewed a year ago

It streamlines approvals somewhat, and makes for a more standardized quoting system, so I understand the business reasons for switching to it, but from an end user perspective, it has been a huge pain to use.

Pros

The thing I like the most about CPQ is that it allows me to keep multiple quotes attached to one opportunity a lot easier. There are also some great ways to add multiple products and makes that aspect of quoting easier.

Cons

CPQ was recently introduced at my org and it is so cumbersome to work through. It requires a lot of clicks and updating price/making price changes is very difficult. Creating a quote used to take me about 5 minutes and now it takes about 20 depending on the complexity. Maybe I'll get used to it and more familiarized, but it definitely isn't intuitive or efficient.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Salesforce CPQ & Billing logo

Salesforce CPQ & Billing

Gets the job done, but there can be a lot of improvment

Reviewed 4 years ago
Pros

Creating quotes, submitting for approval, adding products, etc.. It all works great and it's done wonders for our company (see the "but" in my cons)

Cons

CPQ could be much more intuitive from the admin end. A bit object/field heavy and a beast to manage. It takes basically one full time person to manage for a company our size (1K+- users ). Not sure if there is anything better though.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Salesforce CPQ & Billing logo

Salesforce CPQ & Billing

Steelbrick is Promising

Reviewed 7 years ago

We looked at a few CPQ tools to help us automate a few obstacles in our (complicated) SaaS model. Steelbrick was the best solution out there for your buck. Pros: We were in a situation where our current (custom) CPQ solution did not allow the flexibility to add new products, adjust order forms, support local currencies (without an expensive developer resource) and it really empowered out business...

Pros

No pros were added to this review

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Salesforce CPQ & Billing logo

Salesforce CPQ & Billing

We have been very happy. This is a great Quoting tool. Very flexible.

Reviewed 7 years ago

Getting used to the Managed fields took some getting used to. Systems I have worked on didn't have a nice integrated tool like CPQ for Quoting. The layouts were a struggle for me It would be nice if you had the SFDC type layout where you pull the fields into your sections. I am very satisfied overall and the Support is excellent.

Pros

No pros were added to this review

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Salesforce CPQ & Billing logo

Salesforce CPQ & Billing

Account managers are asking to join

Reviewed 7 years ago

Since two years now are we using CPQ from Steelbrick and are overall still very happy with our choice. It is easy to use when you need to get started soon but can also be configured highly to meet your requirements. It was for us a effeciency winner for generating quotes, streamlining configurations, abondoning wrong configurations and creating consistent layouts.

Pros

No pros were added to this review

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Salesforce CPQ & Billing logo

Salesforce CPQ & Billing

Easy to use and customize.

Reviewed 7 years ago

Pros: 1. Lot of features 2. Easy to configure 3. Easy to customize and add products. Cons: 1. Sometimes get complicated and need to contact support 2. Need a user guide or knowledge book

Pros

No pros were added to this review

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend3/10

Share this review:

Salesforce CPQ & Billing logo

Salesforce CPQ & Billing

Not as easy to integrate as it is made out to be

Reviewed 3 years ago

I need to put this disclaimer in front of what I'm about to write, because it will sound critical. I left the company using CPQ about seven months after we started to integrate it into our SalesForce platform. So, it may have ended up being a success. At the time I left, it was not a success. Not a failure either. Maybe the payback was still coming. It was sold to us as being a quick, seamless integration that would be easy to get up and running and customized to our business model. It was not that. It is a potentially elegant solution that we wanted to use so we could scale up our selling process and hopefully reduce the sales cycle. There was no evidence that it succeeded in doing that for us.

Pros

I love the concept of starting the quoting process and having that all captured in the CRM database. Also, that it looks and feels like SalesForce so the sales people are not scared off by it immediately.

Cons

The spin-up was very difficult. It did not work as seamlessly as advertised. Ultimately, it required us to rely on a consulting agency that did not show the same level of quality and customer service that one would expect if dealing directly with SalseForce. It turned out to be much more costly than expected to implement this "plug-in."