Alternatives to Scopable
Compare Scopable alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Scopable in 2026. Compare features, ratings, user reviews, pricing, and more from Scopable competitors and alternatives in order to make an informed decision for your business.
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1
ConnectWise CPQ
ConnectWise
ConnectWise CPQ, formerly ConnectWise Sell, is a professional quote and proposal automation software for IT solution providers. ConnectWise CPQ offers a wide range of tools that enables IT solution providers to save time, quote more, and win big. Top features include professional quote or proposal templates, product catalog and sourcing, workflow automation, sales reporting, and integrations with best-in-breed solutions like Cisco, Dell, HP, and Salesforce. -
2
ConnectWise SIEM
ConnectWise
ConnectWise SIEM (formerly Perch) offers threat detection and response backed by an in-house Security Operations Center (SOC). Defend against business email compromise, account takeovers, and see beyond your network traffic. Our team of threat analysts does all the tedium for you, eliminating the noise and sending only identified and verified treats to action on. Built with multi-tenancy, ConnectWise SIEM helps you keep clients safe with the best threat intel on the market.Starting Price: $10 per month -
3
ConnectWise Automate
ConnectWise
Solve IT problems at the speed of business with ConnectWise Automate. A robust remote monitoring and management (RMM) platform, ConnectWise Automate helps boost the effectiveness of IT teams. It offers teams the ability to discover all devices and users that need to be proactively monitored, remove delivery roadblocks, and support more endpoints without adding headaches or head count. -
4
Scoro
Scoro
Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: – Get a complete overview of your sales funnel and upcoming work – Estimate scope, track progress and budget burn, and bill for work in one system – Plan ahead with live heatmaps and utilization forecasts – Log time with built-in timers and auto-populated timesheets – Understand margins with role or service-level insights – Automate time & material, fixed-fee, and retainer billing – Track project income based on pipeline and committed work – Save time with automation and data-driven suggestions – Monitor progress, profitability, and capacity in real time Scoro gives you end-to-end visibility across your business.Starting Price: $19.90/month/user -
5
PandaDoc
PandaDoc
PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are: - Proposals - Quotes - Contracts - eSignatures - Forms. PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.Starting Price: Free -
6
Zomentum
Zomentum
Zomentum is a sales acceleration platform built exclusively for IT Partners that combines pipeline management, proposal and quote builder, sales automation, and reporting & analytics to enable frictionless MSP selling. With Zomentum, you can create documents 70% faster, increase deal value by 600%, and convert 100% more often. Thousands of MSPs use Zomentum today to generate more revenue, shrink sales cycles, and make buying easy. We've helped our customers generate close to $100M in revenue. Our mission is to nurture a strong and trusted IT partner network, revolutionizing the IT buying process so it is more enjoyable and more human for the world's small and medium businesses.Starting Price: $99/month (up to 2 users) -
7
eRep
Revalize
eRep CPQ (configure price quote) software empowers manufacturers and distributors that need to simplify their complex quote-to-order processes with a modern cloud platform. eRep enables sales teams to accurately quote faster and sell smarter while accelerating growth with faster sales rep onboarding, enhanced business intelligence, and improved customer experience. eRep functions as an independent bridge between your CRM and ERP while remaining platform agnostic - meaning you don't have to use a specific CRM or ERP to take advantage of eRep's CPQ capabilities. From guided selling to multi-channel sales management, eRep can help you onboard new reps faster, follow up on sales activities, and give managers meaningful insights into your sales pipeline - even from independent reps! eRep goes beyond traditional CPQ by incorporating selection software and quote-specific product document generation - including technical drawings - making it an ideal choice for manufacturers!Starting Price: $75/user/month -
8
servicePath CPQ
servicePath
QUOTE SMARTER, FASTER AND MORE PROFITABLY A single quote with an incorrect configuration can impact your hard-earned reputation. A misquoted price can tip a deal into the red. Why put your business at risk? servicePath is a configure, price and quote (CPQ) platform that is specifically designed to make complex quotes simple. Quotes that used to take days and involve multiple departments can be done in less than an hour in servicePath. Cut your risk of issuing a bad quote by having all the latest solution configurations and cost elements on one platform. Become more frictionless with servicePath.Starting Price: $75 USD/user/month* -
9
ScalePad Quoter
ScalePad
Quoter is a cloud-based, quote-to-cash platform purpose-built for managed service providers (MSPs) that automates over 30% of sales-related tasks. It integrates with PSA, CRM, distributor, payment, and accounting systems to auto-populate client, product, and pricing data. It supports infinitely configurable line items, bundles, volume discounts, multi‑currency pricing, tax and shipping calculations (including Avalara), and e‑signature and payment processing via Stripe, PayPal, or ConnectBooster. Quoter offers branded, reusable templates, product configurators with optional and single‑select items, and inventory-aware distributor pricing. It includes email tracking, automated follow‑ups, manager approval workflows, cost and margin tracking, and comprehensive reporting on quotes, margins, users, and products.Starting Price: $149 per month -
10
Strategy Overview
Strategy Overview
Strategy Overview is a vCIO/QBR automation platform built by MSPs to streamline client strategic planning and digital transformation. It automates quarterly business reviews, including assessments, executive summaries, dashboards, roadmaps, budgets, and Office 365 and asset lifecycle reporting, via a modular template engine powered by the Arya AI agent. The system integrates with PSA/RMM tools (ConnectWise, Autotask, Kaseya BMS, Syncro, Halo PSA) and Office 365 to sync company data, assets, user lists, tickets, warranties, and licensing. Clients gain access to a fully white-labeled portal showcasing their strategy, health scores, asset and user data, tickets, budgets, and roadmaps. It updates warranty and asset information automatically, enabling MSPs to reduce QBR prep time from hours to minutes, standardize processes, surface security/compliance insights, drive proactive recommendations, and convert assessments into strategic revenue guidance.Starting Price: $60 per month -
11
Quote Roller
PandaDoc
All-in-one proposal, contract, and quoting software. Our online quoting software is the ultimate sales tool for document automation. We extend the power of your CRM and provide everything you need to turn your leads into paying clients. No need to switch between word processors, CPQ tools, eSignature apps, and follow-up emails. Quote Roller lets you create sales documents, employ dynamic quoting, get electronic signatures, and improve your sales processes all the while. Boost your team’s productivity by 35%. Quote Roller helps your reps close deals faster by eliminating duplicative work on sales quotes and replacing traditional PDF proposals. Save at least one hour per document and several hours per deal. Automated manager reviews help pin down the approval process. Locked content satisfies marketing, accounting, and legal requirements. Now you can count on consistent sales quotes and business proposals each and every time. -
12
Thread
Thread Magic
Thread is an AI-powered Service Desk platform built for MSPs that delivers agentic triage, automation, and seamless chat experiences — all without code. Designed to deploy in under 30 minutes, Thread integrates instantly with your PSA tools like ConnectWise, Autotask, and HaloPSA. Its AI agents automate intake, categorize tickets, and generate recaps and time entries, saving technicians up to 19 minutes per request. With a unified inbox, teams can manage conversations from Teams, Slack, or Messenger in one responsive workspace. Thread boosts operational efficiency, cuts overhead, and transforms the client experience with faster resolutions and 1:1 or group chat support. It’s the fastest way to scale your MSP service desk while maintaining exceptional service quality. -
13
TurboQuote
TurboDocx
TurboQuote is a Configure, Price, Quote (CPQ) solution built into the TurboDocx platform that enables sales teams to create accurate, professional quotes quickly by combining product configuration, pricing management, and document generation in a single workflow. It allows users to manage product catalogs with configurable options, bundles, and dependency rules, ensuring that only valid product combinations are selected during the quoting process. It includes price books that support multiple pricing structures based on customer segments, regions, or sales channels, automatically applying the correct pricing to each quote to eliminate manual calculations and reduce errors. Once configured, quotes can be instantly generated as branded PDF documents, maintaining consistency and professionalism across all sales materials. TurboQuote also streamlines the entire quote-to-proposal process by integrating directly with document automation and e-signature tools within TurboDocx.Starting Price: $10 per month -
14
iQuote Xpress
iQuote Xpress
Most proposal automation and quoting software requires days of training or paying for help from an IT consultant with a Ph.D in APIs just to get started. But with iQuoteXpress (IQX), we do the heavy lifting to rapidly deliver a customized, integrated, and fully supported sales proposal and quoting solution. It’s a configure, price, quote system that's easy to roll out and easy to use. Your sales proposals should reflect your brand values. IQX tailored proposal templates will help ensure a consistent look and feel for every quote you put in a customer's hands. We’ll build a custom, branded dashboard for your quoting software, and load your catalog of products, services, pricing schedules, even your customers and accounts. Sales enablement requires analytics, and we’ll deploy the back-end tracking tools to give you complete oversight, and help ensure no proposal or business opportunity goes missing.Starting Price: $39 per year -
15
HaloPSA
Halo Service Solutions
HaloPSA is a modern and intuitive Professional Services Automation (PSA) solution, designed for Service Providers. With HaloPSA’s cloud platform, manage your entire business, modernise your customer experience and automate your service. As an all-inclusive platform, take advantage of all the features including Billing, Project Management, Reporting, time tracking and much more. Furthermore, take advantage of over 50 integrations to centralise your systems. Overall, HaloPSA is trusted by 100,000+ teams from 50+ countries, including global organisations such as Atos, NEC and Gijima.Starting Price: $35 per user per month -
16
Quoter
Quoter Software
Quoter is an online quoting platform for sales teams. Quoter helps sales teams save time, increase control, and win deals faster by streamlining the sales quote and proposal process. It comes with reusable quote and proposal templates, quote and email tracking, easy, online acceptance and payment, CRM and accounting integration, and so much more. Create more quotes, eliminate bottlenecks, and get paid faster with Quoter. Quoter is a lightning fast, modern quoting platform for technology service providers. Our easy-to-use platform, automation workflows, and unlimited user pricing plans will empower your team to create more quotes than ever before. All of our core plans include unlimited users. Create impressive, accurate quotes in just a few clicks. Rest easy knowing exactly when your quotes are opened. Seamless PSA, CRM, distributor, and accounting integrations. Leverage our automation to encourage more people to quote.Starting Price: $99 per month -
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QuoteWerks
Aspire Technologies, Inc
For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWerks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, QuickBooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more.Starting Price: $199.00/one-time/user -
18
SAP CPQ
SAP
SAP CPQ (formerly CallidusCloud CPQ): Provide a richer customer experience by empowering your sales team and partners to offer complex product configurations, optimized pricing, and great-looking proposals. With the SAP CPQ solution, you can offer the right product at the right price and time, and accelerate sales through any channel by seamlessly connecting SAP CPQ to any CRM or ERP platform. Help sales reps sell through more channels faster by eliminating order errors, generating proposals instantly, and providing customer- and channel-specific pricing. Establish intelligent, integrated sales processes to generate quotes faster, simplify approvals, cut sales cycles, and free staff to focus on sales. Improve business insights to maximize sales opportunities, increase cross- and up-selling, and optimize pricing, while protecting margins. -
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Ascend
Mindbox Studios
Ascend provides the sales tools your team needs to succeed. Get bids done right. Close deals faster and improve the accuracy of your team's estimates. Improve visibility, leverage historical data, and improve project margins with easy-to-use software tools. Reduce quote turnaround time and increase the accuracy of your estimates. Generate proposals using templates and spec docs for quicker signoffs. Get visibility into your pipeline and anticipate capacity issues sooner. Link your systems for easy access to all of the customer info.Starting Price: $25 per month per user -
20
SalesRun
SalesRun
SalesRun is a CPQ (Configure, Price, Quote) platform designed for manufacturers and sellers of complex, configurable products. The software provides a centralized framework that connects Sales activities with CRM data to Engineering teams with ERP production readiness, while providing an intuitive platform that enables Sales team members to produce Quotes and Proposals independently. SalesRun focuses on engineering-grade output by translating finalized Sales configurations into precise data packages, including Bills of Materials (BOMs), ready for immediate use on the production floor or within an ERP. This integration eliminates manual order entry errors and ensures data continuity across the enterprise by providing bi-directional connectors for existing CRM and ERP ecosystems. By synchronizing Sales with Engineering’s capabilities and careful price governance, SalesRun seeks to protect profit margins and maintain production accuracy.Starting Price: $1/month -
21
PROS Smart CPQ
PROS
To live on the leading edge of business you must automate the sales experience so it’s quick, easy and always personalized. That’s Smart CPQ software accelerating your sales teams to deliver the right product at the right price in a flash. PROS configure, price, quote software solutions accelerate sales by enabling your team to respond to customer quotes within minutes. Integrate AI-based price optimization science and increase your sales teams’ ability to win the sale on the first quote. With PROS CPQ software solutions, your team can now quickly quote the right products at the right price. Skip the speed bumps. Smart CPQ technology accelerates the sales process and provides powerful, intuitive CPQ tools so your reps can find the right product, customize configurations, manage approvals, price just right and generate professional proposals. -
22
GleanQuote
GleanView
Make complex quoting easy and fast using GleanQuote's CPQ engine. Configure highly customized solutions for your customers in minutes. Formalize sales and product intelligence into a process that guides your team to the best solution for your customers. Make it easy for your team to quickly build winning proposals with unlimited templates that can be completely customized to showcase your offering. Install guiderails and analytics into your sales process to keep your team focused and on-track.Starting Price: $175 per month -
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Infor CPQ
Infor
Improve the visual buying experience for your customers. Provide your customers with a visual selection experience during their research and engagement. Sales channels will gain a competitive advantage and accelerated path to conversion. And you’ll be able to sell products quicker by eliminating costly errors and duplication of effort, while speeding up the sales cycle. Drive interest generation through fulfillment with a single solution across the enterprise. Grow the number of opportunities and generate more quotes through an intuitive and efficient quoting solution. Meet customer requirements with shortened quote-to-delivery times. Improve win rates with less dependency on internal staff. Automatically create accurate proposals and downstream fulfillment information. Accelerate new product introduction by adapting quicker to market demands. -
24
PSQuote
CLD Partners
PSQuote closes the gap of CPQ for services. You get a unified process for quoting professional services. You’ll spend more time on delivery and less time quoting. Relying on spreadsheets to create estimates instead of doing them in Salesforce? This disjointed system creates a gap between what was sold and what gets delivered. And that means revenue leakage, aka, lost profits. It also means difficulty tracking what you sold versus what you delivered. We understand how frustrating this is, and we believe you deserve better. Automate and streamline your quoting process. Accurately estimate and quote services. Automate the sales-to-delivery handoff. Gain a comprehensive view of service operations from estimation to execution. Get more granular forecasting and inputs to demand planning. Enable your sales team to quote services based exactly on how you deliver. PSQuote is the result of years of building quoting tools for dozens of clients. -
25
Experlogix CPQ
Experlogix
Experlogix CPQ software solution helps businesses streamline the quote-to-order processes. Designed to handle complex product configurations and pricing, Experlogix CPQ is great for manufacturers and businesses with intricate product offerings. Enable your sales teams to quote complex configurable products and services with accuracy. Experlogix CPQ manages product and service options, available feature combinations, pricing, and discounting, and automates quote processes, helping sales representatives quote fast and sell right – every time. Build and design products per specific customer needs, with features that help select, visualize, and specify options, making the process easy to control and navigate. The pricing function leverages logic-based rules to generate complex quotes that are accurately priced. Generate customized, accurate, and compelling quotes faster and ensure your sales reps are delivering exact prices and discounts at the highest possible margin every time. -
26
AI Autopilot
AI Autopilot
AI Autopilot is an advanced agentic AI automation platform designed specifically for MSPs to streamline IT operations with intelligent automation. It provides specialized AI agents that handle ticket triage, prioritization, routing, escalation, and SLA monitoring with MSP-grade accuracy. The system integrates natively with major PSA, RMM, documentation, and automation tools like ConnectWise, Autotask, Ninja RMM, IT Glue, Liongard, and Rewst. By automating repetitive tasks, AI Autopilot helps MSPs resolve tickets faster, reduce labor costs, and deliver 24/7 support coverage. Users can even enable ticket creation directly from Microsoft Teams and Slack for a frictionless support experience. With upcoming integrations like MCP, CrewAI, LangChain, and deep RPA orchestration, the platform continues to evolve into a next-generation multi-agent AI infrastructure for MSPs.Starting Price: $99/month -
27
Roadrunner
Roadrunner
Roadrunner is an AI-native CPQ replacement built around PQA: Prompt, Quote, Approve. It helps revenue teams move from prompt to quote to approval in minutes, not days, so they can stop configuring and start closing. Instead of forcing reps to learn another complex system, Roadrunner lets them talk to a single conversational agent that knows the company’s products, policies, and every deal the team has ever closed. Reps can prompt quotes, resolve approvals, and ask how to structure a deal through natural language. Roadrunner calculates pricing across tiers, ramps, bundles, and approval thresholds in sub-seconds, keeping sales at the speed of the customer rather than the speed of traditional CPQ. Deal desk, finance, legal, and executive stakeholders can sign off in parallel on one surface, while the agent scores every quote against closed-won history using metrics like margin, discount, term shape, or custom criteria. -
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Sculptor CPQ
Twistellar
Create dynamic product bundles and specify internal rules and dependencies to prevent errors in configuring complex products compose quotes with products and configurable product bundles to make the best offers. Configure pricing rules and discount schedules to automate condition-based pricing apply special terms and get approvals to provide individual terms for your customers. Generate quotes PDFs using configurable branded templates, negotiate on terms, sign off deals automate recurrent quotes, and timely manage subscriptions. Visibility of all pricing and configuration rules applied. You'll be able to see how exactly was this price calculated at last! Automatic configuration capabilities for bundles and quotes. Configure conditional adding/removing products on the quote level, not just bundle.Starting Price: Free -
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Conga CPQ
Conga
Configure smart, accurate deals faster. Empower your sellers to quote accurately and spend less time selling, no matter how complex your business becomes. With Conga CPQ, sellers are more efficient, ultimately closing bigger deals at a higher win rate. Configure complex products and services, deliver accurate quotes, and create smarter deals with the most up-to-date product and pricing information. Your customers will appreciate the smooth, error-free process. 82% of B2B decision-makers think sales reps are unprepared. Conga CPQ helps scale the actions of your best sales reps across the entire sales organization through guided selling, pricing guidance, and margin protection. -
30
Kaseya Quote Manager
Kaseya
Revolutionize sales with Kaseya Quote Manager. Transform your sales process. Streamline quoting, procurement and boost revenue. Your strategic advantage in sales awaits. Unlock unprecedented profitability with our intuitive cloud platform, enabling all staff to effortlessly quote and sell, driving MSP success. Our intuitive drag-and-drop editor streamlines quote creation, ensuring polished, branded quotes. Say goodbye to the 20-minute ordeal – a time-saving solution for MSPs. Enhance efficiency, reduce rebuilds and expedite sales with modern electronic quotes. Say goodbye to manual, time-consuming hardware procurement. Our automation eliminates rework, streamlining the process for greater efficiency. While traditional tools lack electronic ordering, we offer this modern solution to reduce manual steps and supercharge your productivity. -
31
Mercura
Mercura
Mercura delivers an AI-powered configure-price-quote (CPQ) platform designed for complex manufacturing, enabling companies to sell smarter and faster by automating critical sales workflows. It offers a robust configuration engine, dynamic product modeling, advanced pricing calculations, and photorealistic 2D/3D product visualizations, including augmented reality, creating compelling, interactive customer experiences. The solution also supports automated quote and document generation, seamless integration with existing CRMs and ERPs, and advanced analytics to monitor demand, configuration usage, and regional preferences. Mercura helps manufacturers reduce quote-to-order errors, accelerate sales cycles, increase conversion rates, raise average sales prices, and significantly lower product returns (e.g., by up to 80%), all while scaling operational efficiency. Its modular add-ons, such as ESG insights and real-time sales analytics, further enhance decision-making. -
32
Asio by ConnectWise
ConnectWise
Asio™ by ConnectWise®: The platform for top IT solution providers. When you need cutting-edge cloud technology, infinite scalability, and unmatched speed and performance, you need Asio™. With this platform, you’ll start solving the problems that come with disjointed systems, including inefficiencies and redundant tasks. Your business will be a lean, mean ITSP machine with our security-first experience that boosts your business operations, amplifies intelligent monitoring and automation, drives rapid innovation, and more. Take control of your business operations and your bottom line with Asio™ . Amp up your business operations with an MSP-approved collection of software, including a PSA, quote and proposal automation, next-gen IT documentation, and real-time business intelligence. With unparalleled performance, these tools put you in the driver’s seat on the road to business maturity. Supercharge your service delivery and customer satisfaction with less effort. -
33
Quote Manager
CRM Dynamics
Quote Manager CPQ for Microsoft Dynamics 365. Quote Manager CPQ is a powerful add-on completely native within Microsoft Dynamics 365. This allows your sales team to create and send professional branded quotes from Dynamics 365 in few minutes. Quote Manager CPQ is the only Quote/CPQ system 100% dedicated to Dynamics 365 – where all the set up, configuration and data is held in Dynamics. As a result you have full control over any additional customization or use of standard Microsoft Dynamics 365 features such as queries, charts, views, and workflows. The quoting solution uses the standard export/import capability of Excel for Product Database modifications, as well as PowerBI dashboards and PowerApps. Quote output is controlled by standard Word Templates or other add-ons. Quote Generation. Search across 10,000+ products. Sort and filter by category, make, supplier, and product description. Add products to the quote, customize the layout with comments and sub-totals, edit descriptionsStarting Price: $17 per month per user -
34
Scopey
Scopey
Scopey modernizes how professional-service businesses quote work, build scopes of service, and capture value from change requests. The platform enables users to generate detailed project scopes and professional quotes in minutes, thanks to features like an AI-powered pricing and service library, optional-service suggestions for upselling, and live tracking of scope changes as client requests evolve. Scopey empowers teams to turn work into structured, scalable services by productizing common offerings, standardizing pricing across the business, and integrating client collaboration through e-signatures and shared dashboards. It captures out-of-scope work in real time, logs variations automatically, and ensures new requests are documented, priced, and approved, protecting profit margins, boosting revenue, and reducing scope creep. Designed for ease of use, the tool replaces spreadsheets and email threads with clear, dynamic scopes that keep teams aligned, clients informed.Starting Price: $19 per month -
35
FPX
Revalize
Revalize delivers sector-specific software solutions that drive growth through elevated digital experiences for manufacturing companies, their channels, and their customers. For decades, manufacturers and distributors selling pumps, motors, compressors, blowers, valves, actuators, and other types of mechanical equipment have turned to the FPX Intelliquip Selling Cloud and our purpose-built Selector and Configure-Price-Quote (SCPQ) solutions to quickly and profitably select, configure, quote and sell their complex, engineered products across their sales and distribution channels. Collaborative selling allows you to quickly deliver a complete and accurate quote package through an automated, permission-based approval process. Backed by more than three decades of domain expertise, our Industry Vertical Solutions support the world's best brands. -
36
SplashQ2C
SplashQ2C
Easily send quotes on demand with SplashQ2C customizable quote templates, from anywhere. Empower customers with our proprietary “Buy Now” button to accept and make payments directly from their quote. Empower customers with our proprietary "Buy Now" button to automatically process payments and send orders immediately to suppliers for fulfillment. Allow resellers to maintain their brand identity with reseller and co-branding quote template options. Users may create and maintain their own custom and modified quote templates by quote type or for quick creation of most commonly placed orders. However your customers like to pay, SplashQ2C can manage it. Process credit cards, accept and approve purchase orders, even manage credit lines directly through SplaceQ2C. Process credit card payments or upload purchase orders for easy payment processing. Easily reconcile payments when received. Invoices and receipts are sent to the customer automatically.Starting Price: $49 per user per month -
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Oracle CPQ
Oracle
Oracle Configure, Price, Quote (CPQ) guides customers through a step-by-step process of entering a correctly configured and fully detailed purchase order. Once a correctly configured order is entered, the CPQ solution responds with a price quote including all the proper discounts, terms, and conditions for this specific customer. If the customer accepts the quote, it then becomes an order. The solution improves order accuracy, shortens sales cycles, and lowers operational costs. It is the only configure, price, quote solution available today that is designed to connect the front- and back-office. -
38
Salesforce CPQ
Salesforce
Provide quotes faster, control pricing, and win deals with Salesforce CPQ. A CPQ solution built for the world's #1 CRM platform, Salesforce CPQ gives companies the tools they need to take control of the sales process--from quote to cash. Salesforce CPQ is offered in three editions, including full Quote-to-Cash that supports billing and collection.Starting Price: $75.00/month/user -
39
HappySat
Invarosoft
HappySat is a customer feedback platform built for MSPs that streamlines both CSAT (Customer Satisfaction) and NPS (Net Promoter Score) surveys through integration with PSA tools. It captures client feedback via a four-smiley-face CSAT system for everyday tickets, projects, and onboarding, while NPS surveys measure overall satisfaction. It provides real-time reporting and alerts, enabling MSPs to celebrate successes and promptly address negative responses. Seamless embedded survey functionality (via snippet code) works with major PSA systems, such as ConnectWise, Autotask, Kaseya BMS, Halo PSA, Syncro, and RepairShopr, making setup quick and centralizing feedback within existing workflows. HappySat can be used standalone or as part of Invarosoft’s Stack Saver bundles, offering comprehensive feedback collection and analysis in one platform.Starting Price: $49 per month -
40
CIS Configurator
Complete Information Solutions
If you're looking for an affordable and easy to use CPQ solution, choose CIS Configurator. Designed to make quoting easy, CIS Configurator streamlines the sales process to empower sales teams to quickly configure, price and quote, complex products, helping to win more deals faster. The platform is a web-based software that offers a rule-based configurator, pricing management, integration with other ERP or CRM systems, centralized location for all quotes, and pipeline visibility.Starting Price: $695.00/month -
41
Hive CPQ
HiveCPQ
Time management is today’s biggest issue. Hive CPQ is here to solve it. Our Configure Price Quote (CPQ) solution enables your customers to configure complex products, to get customized quotes within a few seconds, and to order both products and spare parts directly to production. With our product configurator, your sales and back office teams can get a transparent overview of these actions during the whole process, and their time is saved for more important tasks such as customer relationships. Spend less time quoting and more time selling! -
42
quotadoo
quotadoo
Quickly generate detailed and personalized quotes, store them safely in the cloud and send them to your customers with one click. We wanted to create a practical and easy to use tool. Thanks to the quick video guide, it takes just a few minutes to learn how to use quotadoo®. With quotadoo® you drastically reduce the time needed to create and send your quotes. Earn hours of work thanks to quotadoo® and take back your time. Increase the success of your quotes with a professional and impactful presentation. Save up to 90% time compared to manual models. Impress your customers and beat the competition over time: create and deliver your quote even immediately when you are at the customer's, by connecting with your tablet. You do not have to install anything: thanks to the secure Cloud technology, you can use quotadoo® whenever you want from the office, from home or on the move.Starting Price: €79 per year -
43
BeeCastle
BeeCastle
Monitor your most critical business metrics, measure team activity and use our proven methodology for up-sell and cross-sell across your team BeeCastle has reviewed +$5bn in sales activity and +10 million business interactions to train our recommendation engines, checklists and AI driven prompts so you can approach account management with confidence BeeCastle plugs-in to your software and is fully automated - Microsoft Outlook, Teams, Xero, ConnectWise Manage, Datto AutoTask, HaloPSA, and much more.Starting Price: $299/month -
44
Alguna
Alguna
Alguna is an AI-native quote-to-revenue platform built for AI, SaaS, and fintech companies that require speed, accuracy, and flexibility across the revenue lifecycle. It unifies pricing, CPQ, billing, payments, usage metering, invoicing, and revenue recognition in one system so teams can launch pricing models quickly, automate revenue workflows, and operate from a single source of truth. It replaces fragmented billing stacks and patchwork systems that create manual work, unreliable integrations, data silos, invoice disputes, reconciliation headaches, and revenue leakage. With no-code configurability and real-time metering, Alguna helps companies monetize faster and scale without operational drag, supporting subscriptions, consumption pricing, outcome-based pricing, and hybrid pricing models. Teams can configure pricing models and discount rules without code, connect quotes directly to subscriptions, invoices, billing, and revenue reporting.Starting Price: $699 per month -
45
camos CPQ
camos
CPQ software (Configure, Price, Quote) is the digital link between customers and production. Core functions are product configuration (configure), pricing (price) and quote creation (quote). The software is consistently orientated towards the customer’s needs. It selects suitable products for each use case. Rules ensure that the configuration is correct to enable all subsequent processes to start seamlessly. Using a modularised variant system, standardized function modules can be intelligently combined to create customer-specific product variants. The product configurator of a CPQ system translates the customer view into suitable products and product features. Rule-based workflows replace internal consultation & approval. The sales cycle is shortened by 28%. Sales efficiency, optimal pricing, cross-selling & upselling increase sales & profit. -
46
Bit2win
Bit2win
Bit2win CPQ empowers sales, partners and customers to configure complex products/services, deliver accurate quotes and create smarter deals with most updated product and pricing information. Bit2win, designed for enterprises going digital and sale processes & quoting automation, enables sale of tangible goods and subscriptions, recurring and use-based pricing, bundles and amendments to existing service contracts providing among the best out-of-the-box pricing functionality on the market. A real complete sales cloud suite that covers the entire multichannel sales cycle processes, from price configuration to go-to-market strategy. Bit2Win suite is the innovative omni-channels solution to optimize business processes, identify and manage sales opportunity, configure right product at right price in real-time, simplify and shorten sales cycle, increase efficiency and reduce errors, speed time-to-market and bring differentiation, assure customer engagement and loyalty.Starting Price: $50 per user per month -
47
QuoteRobot.com
QuoteRobot
QuoteRobot makes it easy for web professionals to write winning proposals, invoices, and contracts. Our professionally designed proposal, invoice, and quote themes help you look your best. Rather than using a word processor, use one of our hand-crafted themes or create your own. QuoteRobot mines line item data from your quotes, invoices, and proposals to help you know what to charge for every item, automatically. Start from scratch, or use of our pre-written proposal templates to get your quote out the door more quickly. Save past proposals to use as templates for repeat pitches. Email your potential client a proposal with an optional PDF attachment and they can approve it on your own subdomain with a single click. Easily generate a detailed timeline of your project, complete with payment milestones so your clients know when to pay you to keep things moving.Starting Price: $19 per month -
48
LumaQuote
CodeMasters Agency
LumaQuote is lighting audit and proposal software built for contractors, lighting retrofit companies, distributors, and energy teams. It helps users collect project details, organize areas and fixture counts, compare existing lighting with proposed LED replacements, estimate energy savings, add utility rates, include controls opportunities, account for rebates, calculate installation costs, and generate branded retrofit proposals. Instead of building every lighting quote in spreadsheets, teams can move from audit to proposal in a more consistent workflow. LumaQuote is designed for commercial lighting upgrades, LED retrofit projects, rebate-supported proposals, and contractor sales teams that need cleaner numbers, faster quoting, and professional client-facing PDF proposals.Starting Price: $99/month -
49
SAASRAM Suite
SAASTEPS
The SAASRAM Suite by SAASTEPS is an all-in-one revenue lifecycle management solution designed to streamline and automate business operations, enhancing growth and profitability. Built natively on the Salesforce platform, it offers a unified data model that eliminates the need for custom code or integrations, ensuring seamless integration with existing CRM and ERP systems. The suite encompasses various components, including eCommerce, payment processing, quoting, subscription management, billing and invoicing, renewals, and revenue recognition. This comprehensive approach enables businesses to attract, retain, and cultivate customer relationships through a standardized 360˚ customer view dashboard. By consolidating billing, renewals, and revenue recognition into a single, synchronized system, SAASRAM empowers teams to collaborate efficiently, automate workflows, and unlock new growth opportunities beyond the initial sale. -
50
Tidy3
Tidy3
Tidy3 is a modular, cloud-based business management platform built specifically for small and medium-sized enterprises, designed to replace spreadsheets and fragmented tools with a connected system that streamlines operations across sales, inventory, and customer management. It provides a suite of core products, including CRM, Quote, Commerce, Catalog, Stock, and Work, that can be used individually or combined to create a complete, unified workflow tailored to each business. It centralizes customer data, communications, product information, pricing, and inventory into one system, enabling full visibility of the customer journey, simplified lead tracking, and consistent pipeline reporting. It allows teams to generate accurate quotes quickly, manage complex product configurations, and consolidate orders, pricing structures, and customer records into a single interface.Starting Price: $19 per month
