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CPQ Software with Task Management (2026)

Last updated: March 2026

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Key features of CPQ Software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Product Configurator: Reviewers value ease of use, flexibility, and the ability to handle complex product dependencies, ensuring error-free configurations. 100% of reviewers rated this feature as important or highly important.
  • Quotes/Estimates: Users highlight the intuitive and customizable nature, enabling quick, accurate, and professional quotes, enhancing the sales process. 93% of reviewers rated this feature as important or highly important.
  • Price and Cost Calculations: Reviewers appreciate accurate, robust calculations that handle complex pricing rules, simplifying and speeding up market readiness. 90% of reviewers rated this feature as important or highly important.
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40 software options

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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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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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All-in-one open-source business software

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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
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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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shopVOX logo
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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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MRPeasy logo
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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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A simple and powerful ERP Software for your Business

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A simple and powerful ERP Software for your Business, Job Shop, Fabrication, Service Shop and more.

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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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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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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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CRM software for freelancers and businesses

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TakeOff is a customer relationship management (CRM) software designed to help freelancers and businesses handle reports, estimates, budgets, travel accounting, proposals, goals, and more on a unified platform. Administrators can create quotes using existing cards and monitor opportunities.

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Apparound logo

The all-in-one digital solution for your sales force

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Apparound is the all-in-one sales tool that digitize, accelerate and manage the entire sales journey, from the presentation of marketing materials to the configuration and collection of the order.

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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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Conga CPQ logo

Deliver accurate quotes more quickly & create smarter deals.

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Conga CPQ streamlines complex product and service configurations, enabling sales teams, partners, and customers to generate accurate quotes and smarter deals using real-time product and pricing data driving efficiency and revenue growth.

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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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