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CPQ Software with Templates (2026)

Last updated: March 2026

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49 software options

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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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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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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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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Quotient logo

Online Quoting and Proposal Software

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Quotient is a cloud-based quoting software to create, send and approve quotes online. With Quotient you can create professional, branded quotes and save templates to automate the quote creation process in the future. Use Quotient to track the progress and your clients can accept quotes online.

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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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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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Quoter logo

Sales enablement for technology service providers.

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Quoter is a modern, cloud-based CPQ platform that helps technology service providers sell more and get paid faster. Created by the original developers that built IT Glue, Quoter is lightning fast, friendly to use, and designed to get more people quoting.

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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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D3M logo

Cloud-based diagramming tool for network designing

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D3M is a sales enablement and diagramming tool catering to businesses in the wireless networks, hospitality, automotive, IoT, and radio industries. It helps organizations design, document, deliver, and manage networks, enabling remote customer collaboration and automation.

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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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Apropo logo

Project estimation tool for software agencies

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#1 Project estimation tool for software agencies that makes quotes faster, more accurate & customer-friendly. All at once.

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MiClient logo

Business proposal management solution for service providers

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MiClient is a cloud-based proposal management solution which assists companies in the service sector with client on-boarding and payment processing. The key features include template customization, invoicing, project progress tracking, lead nurturing, accounting, conversion tracking and reporting.

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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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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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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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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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