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CPQ Software with Performance Metrics (2026)

Last updated: March 2026

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25 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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Scoro logo
Category Leaders

Manage projects, resources, and finances in a single system

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Standardize quoting and budgeting to secure profit. Simultaneously build proposals for clients and estimate delivery costs. Track estimated vs actual results to ensure you deliver projects on time and within budget.

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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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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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LogicBox logo

Custom-built business management software.

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Custom business management software that simplifies. One simple system to incorporate all facets of your workflows, from account management to invoicing to payment processing. Best of all, because Logicbox builds a system specifically for you, choose only the modules you need, with no bloatware.

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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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Texada logo

Texada: Your Partner for Smarter Equipment Management

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Texada SalesLink: Revolutionizing CRM for equipment dealerships with industry-specific features, centralized customer data, optimized sales, and superior after-sales service, driving seamless operations, increased revenue, and enhanced customer satisfaction.

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OneBill logo

Lead to Revenue Redefined

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OneBill is a revenue management software that provides businesses with tools to streamline subscription management and billing processes. It enables to manage administrative operations, including automated order provisioning & activation, CPQ, revenue reporting, commission management, etc.

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Salesbook logo

Customizable sales tool for mobile sales teams

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Salesbook is an innovative presentation tool for mobile sales teams. With Salesbook, your team can analyze customer needs and present a customized solution in the field so customers can try it instantly.

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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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VistaQuote logo

Inbound RFQ Mgmt. with Auto-Quoting & Online Quote Approval

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Transform how you manage inbound RFQs & send customer quotes. With a single click, quotes are sent to customers & seamlessly entered into your software without manual entry. It even interprets plain-text emails using AI, enabling automatic quoting, enhancing efficiency, and saving valuable time.

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Planview ChangePoint logo

Professional services automation software for PSOs and ESOs

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Planview Changepoint is an end-to-end professional services automation solution for services-first businesses to streamline quote-to-cash and drive profitability.

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Vista-Suite logo

Cloud-based Aviation ERP and MRO Software with Mobile Apps

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Vista-Suite Enterprise is a cloud ERP and MRO software with inventory management, RFQ and quote automation, order processing, logistics, and invoicing.

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Heeros PSA logo

All-in-one professional service automation platform

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The professional service automation platform that simplifies the way businesses are run and grown.

It has all: project and resource management, sales, profitability monitoring and more.

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Merkato logo

CPQ suite of applications to manage sales force automation

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Merkato is a sales configurator suite designed to help businesses automate processes related to quote generation, e-commerce management, & upselling. Users can create documents including parts lists, order confirmations, payment terms, or delivery instructions, based on financial calculations.

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ADvendio logo

Salesforce-powered omnichannel advertising software

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ADvendio is a Salesforce-powered omnichannel advertising software that enables companies to effectively manage their advertising operations. The platform offers a unified solution for selling, booking, and monetizing media, as well as managing financials, unifying data, and more.

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SCOPE Better logo

Cloud-based CPQ platform

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SCOPE Better is a cloud-based CPQ platform designed for Professional Services businesses. Collaboration and approval are facilitated through the platform, allowing the right people to come together and work on scopes of work seamlessly. With version control and approval workflows, unnecessary complexity and errors are reduced, saving time, streamlining workflows, and enabling faster deal closure.

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FPX logo

Selling Solutions for Mechanical Equipment Manufacturers

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FPX and Intelliquip offers decades of experience in the mechanical equipment space and provides industry-tailored Select-Configure-Price-Quote (SCPQ) solutions to leading manufacturers, helping them sell more, sell faster and sell more profitably.

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CRM in Cloud logo

Cloud-based software for managing sales and marketing

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CRM in Cloud is a cloud-based customer relationship management software designed for small and medium-sized businesses. It provides a 360-degree view of your business and customer network, allowing you to manage email, leads, marketing activities, and monitoring.

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Subskribe logo
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Quote-to-revenue platform for SaaS businesses

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Subskribe is a configure price quote (CPQ), billing, and revenue recognition solution that helps B2B SaaS companies. It lets businesses streamline approvals, track revenue, and handle early renewals, cancelations, and restructures. Key features include sales analytics, cross-sell management, order-based invoicing, and multiple payment methods.

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