Cincom CPQ

Cincom CPQ

Cincom Systems
Planlined

Planlined

BART Technologies Inc
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About

Cincom CPQ is a configure, price, quote (CPQ) solution purpose-built for manufacturers selling complex, configurable products. It enables sales teams, distributors, and partners to create accurate, buildable quotes by automating product configuration, pricing, approvals, and proposal generation. With rule-based configuration, guided selling, dynamic pricing, multi-level BOM support, and workflow-driven approvals, Cincom CPQ helps manufacturers reduce quoting errors, shorten sales cycles, and improve operational efficiency. The platform supports multiple languages, currencies, and deployment options, making it ideal for global manufacturing organizations.

About

Planlined (formerly BART, Benefit Analysis Reporting Tool) is proposal software for U.S. employee-benefits insurance brokers and consultants, not property-and-casualty quoting. It turns group health carrier quotes, SBCs, invoices, and rate sheets into source-backed, side-by-side plan comparisons, branded proposal books, and employee benefit guides. Upload the documents you already have. Planlined extracts plan and rate data into a normalized case, flags uncertain fields for review against the source page, and keeps approved values connected to the documents. Compare current, proposed, and alternate plans; model employer and employee contributions by coverage tier; then export a client-ready proposal or enrollment guide with your agency's logo and colors. The proposal and guide come from the same approved case, reducing repeated transcription and inconsistent figures. Save cases and plans for later renewals and share a comparison by link. Planlined launched as BART in 2025.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Industrial Equipment Manufacturing, Medical Equipment and Device Manufacturing, Specialty Vehicles, HVAC Manufacturing, Electrical & Electronics Manufacturing , Power Generation Equipment Manufacturing, Pumps & Valves Manufacturing

Audience

US employee-benefits insurance brokers, benefits consultants and agency teams, from solo producers to multi-office agencies, who build renewal and new-business proposals for employer groups.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Cincom CPQ is offered on a subscription basis, giving customers predictable, recurring pricing that scales with their business instead of a large upfront investment. Packaging is tailored to each organization's needs, including the number of users, deployment scope, and the complexity of the configure, price, quote processes involved, so buyers pay only for the capabilities they require. Cincom CPQ works directly with each prospective customer to scope the right solution and agree on terms that fit their use case.
Free Version Not Supported
Free Trial Not Supported

Pricing

$75/month
First proposal free. Professional: $75/month, or $62/month billed annually ($744/year). Enterprise: custom pricing.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Cincom Systems
Founded: 1968
Riverside, CA, USA
www.cincom.com

Company Information

BART Technologies Inc
Founded: 2025
United States
planlined.com

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Categories

CPQ Supported
Sales Acceleration Supported

Categories

CPQ Features

2D Drawing Supported
3D Modeling Supported
Approval Workflow Supported
eCommerce Not Supported
Guided Selling Supported
Product Configurator Supported
Proposal Generation Supported
Quotes / Estimates Supported
Renewal Management Not Supported
Self Service Portal Not Supported

Product Configurator Features

2D Drawing Supported
3D Modeling Supported
Analysis & Constraints Supported
Custom Pricing Options Supported
eCommerce Not Supported
Inventory Management Not Supported
Recommendation Engine Not Supported

Sales Acceleration Features

Campaign Management Not Supported
CPQ Supported
Dialer Not Supported
Email Sequencing Not Supported
Email Templates Not Supported
Email Tracking Not Supported
List Building Not Supported
Meeting Scheduler Not Supported
Predictive Analytics Not Supported
Reporting Not Supported
Sales Gamification Not Supported
Sales Intelligence Not Supported
Sales Workflow Management Not Supported

Integrations

360 View CRM Supported
365 CAD Supported
BrainCart Ecommerce Supported
HubSpot CRM Supported
Oracle Fusion Cloud ERP Supported
SAP PLM Supported

Integrations

360 View CRM Not Supported
365 CAD Not Supported
BrainCart Ecommerce Not Supported
HubSpot CRM Not Supported
Oracle Fusion Cloud ERP Not Supported
SAP PLM Not Supported
Claim Cincom CPQ and update features and information
Claim Cincom CPQ and update features and information
Claim Planlined and update features and information
Claim Planlined and update features and information