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CPQ Software with Audit Trail (2026)

Last updated: March 2026

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54 software options

Everstage logo

Make sales commissions your strongest revenue lever

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Everstage is the leading sales commission software that optimizes your commission management process, driving revenue growth like never before.

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PandaDoc logo
Category Leaders

Cloud-based tool for creating, editing and signing documents

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Our platform includes robust CPQ functionality. Include dynamic pricing tables inside of your documents and auto calculate discounts, taxes, and margins with little effort.

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Ploomes CRM logo

CRM platform that automates sales and business workflows

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Ploomes CPQ automates product configuration, pricing, and proposal creation in one CRM-integrated platform. Teams generate accurate quotes with predefined rules, manage approvals faster, and ensure pricing consistency. Available as an add-on module starting at $22/user/month.

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Odoo logo

All-in-one open-source business software

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Odoo is a fully-integrated, customizable, and open-source suite of business applications. A majority of the business needs such as CRM, Sales, Project, Manufacturing, Inventory, and Accounting are met through this all-in-one software solution designed for every company, regardless of size and budget

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Bitrix24 logo

All in one business management workspace

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Bitrix24 #1 FREE CRM with built in quotes and invoices. Unlimited quotes and invoices 100% free. 12 million clients worldwide.

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JobBOSS² logo

Job shop system for manufacturing workflows

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JobBOSS² is a job shop management software designed specifically for custom metal manufacturing businesses. It streamlines operations through integrated scheduling, inventory tracking, and job costing features that help manufacturers optimize workflows. The system includes AI-based tools, such as BOM Builder, quality management capabilities, and real-time analytics that enable businesses to monitor production efficiency and profitability.

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Qwilr logo

Document design and automation tool for sales teams.

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Qwilr is a document design and automation tool for sales teams, including e-sign, analytics and integrations with CRM and business software.

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shopVOX logo
Category Leaders

Web-based manufacturing solution for custom fabricators

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shopVOX is a cloud-based custom manufacturing solution with features for sales lead management, quoting, business intelligence, employee management, and more

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Proposify logo

Cloud-based proposal management tool for sales teams.

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Simplify CPQ with Proposify. Merge ease-of-use with powerful quoting tools for standardized pricing and collaborative approvals. Our platform offers affordability and simplicity, ideal for teams prioritizing efficiency without the complexity.

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QuoteWerks logo
Category Leaders

Quoting & Proposal CPQ Solution Integrating w/ Your Systems

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QuoteWerks CPQ automates the sales process creating Quotes and Proposals integrating with CRM and Accounting Solutions. Know when quotes are viewed & e-Signed

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ClientPoint logo

Cloud-based document and proposal and tracking software.

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ClientPoint is a cloud-based document and proposal creation, management and automation solution suitable for mid-sized businesses and enterprises. The solution can be used for almost all industries, especially for sales, business and marketing teams to help generate and store documents, proposals, send them to clients and optimize the proposal and document management lifecycle.

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MRPeasy logo
Category Leaders

Cloud ERP system for growing manufacturers and distributors

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MRPeasy is a flexible CPQ solution for small and midsize businesses, trusted by 2,000+ companies worldwide. Create accurate quotes, invoices, and custom price lists in minutes. Configure products, track orders, and manage inventory and sales—all in one affordable cloud ERP system.

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DealHub logo
Category Leaders

Agentic Quote-to-Revenue platform for enterprises

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Generate professional proposals and pricing quotes in minutes with the #1 Rated CPQ.
DealHub’s award-winning CPQ software allows sales teams to configure quotes and proposals faster with fewer errors. Native integration with your CRM(Microsoft Dynamics, Salesforce, HubSpot, SugarCRM, and Freshworks)

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Workday Financial Management logo

A fresh approach to financial management.

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Workday Financial Management is a web-based accounting and planning software that helps with strategic financial decisions and predictable customer outcomes. It manages the sales and revenue portfolio and allows a completely transparent sales management experience both in the office and on the road.

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Salesforce Revenue Cloud logo

Configure price quote solution native to Salesforce

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Automate quotes with Salesforce CPQ. Configure products, price orders, and generate quotes, all with simple clicks. Guide sales reps to faster deal close.

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Cacheflow logo

Deal-closing platform that automates quote to close

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Cacheflow is a cloud-based deal-closing solution that helps streamline the quote-to-close process. Users can create proposals including usage-based pricing.

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GetAccept logo

Make room for deals

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Digital Sales Rooms that help sales teams work smarter, close faster, and win more.

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ConnectWise CPQ logo

Quote. Propose. Close.

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ConnectWise CPQ (formerly ConnectWise Sell) increases quoting volume and wins. Integrated with top CRMs, automated workflows keep data visible, reporting simple, and get you to “yes” faster.

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Sofon Guided Selling logo

Guided Selling Software

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Sofon helps sales employees to easily and quickly translate customer requirements into error-free professional proposals and quotations

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iQuoteXpress logo

For sales proposals & product and pricing configuration

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For SMBs and enterprises, there is better fit and no better value than iQuoteXpress. Automate your sales proposal process and save as much as 70% on the time and costs tied to building, sending, and tracking sales quotes. Integrate with any CRM or ERP, with Shopify, and more.

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Expedite Commerce logo

Managing the Buying Journey with AI

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Expedite Commerce CPQ is an advanced quote-to-cash solution that enables quick, accurate, and highly configured quotes for sophisticated B2B businesses. It comes with powerful features like guided selling and dynamic 3D visualization, is quick to deploy, and demands no coding.

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Professional Services Cloud logo

Certinia PS Cloud

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Certinia PS Cloud keeps projects on time and profitable, customers happy, and reports up to date with this professional services solution on the Salesforce platform.

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QuoteCloud logo

QuoteCloud: Where Quotes Soar, Business Thrives!

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Supercharge your business with QuoteCloud – the ultimate solution for effortless quoting, unlimited document creation, eSignatures, and more. Elevate your sales process and conquer the competition with QuoteCloud today!

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Rootstock Manufacturing ERP logo

Manufacturing cloud ERP software for mid-market businesses

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Cloud-based ERP solution for mid-market manufacturing & supply chain organizations. Built on the Salesforce Platform, connect sales (CRM), Rootstock ERP, Service (Service Cloud), and more for optimal enterprise-wide scalability over time using a singular data model.

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XaitCPQ logo

CPQ Software; quote large, complex projects in minutes.

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Start creating error-free product and/or services quotes way faster - without the risk - and prepare to scale for growth. XaitCPQ customers reduce time to quote by 50% and respond to 65% more requests.

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