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CPQ Tools Integrated with CRM and eSignature
Albert Richer

When exploring the best CPQ tools integrated with CRM and eSignature solutions, market research indicates that customer review analysis shows consistent patterns around usability and integration capabilities. For instance, brands like Salesforce CPQ and Conga CPQ frequently earn high marks in user feedback for their seamless integration with existing CRM systems, making the quoting process more efficient. When exploring the best CPQ tools integrated with CRM and eSignature solutions, market research indicates that customer review analysis shows consistent patterns around usability and integration capabilities.

Similar Categories
1
Expert Score
9.8 / 10
550
166
ENHANCED CLIENT ENGAGEMENT

Conga CPQ

Conga CPQ
View Website
Enterprise pricing available
ENHANCED CLIENT ENGAGEMENT

Why We Love It

What sets Conga CPQ apart is its seamless integration with CRM systems, enabling sales professionals to access and use critical data with ease. Its vast number of APIs simplifies the handling of revenue lifecycle data, making it a valuable tool for sales enablement and revenue operations. The efficiency in closing sales it provides is a boon for industry professionals, making it a beloved tool in the industry.

Pros

  • Seamless CRM integration
  • Over 500 APIs
  • Efficient sales process

Cons

  • Might require technical know-how
  • Could be overwhelming for beginners

Enterprise pricing available

Conga CPQ is a powerful CPQ tool that integrates seamlessly with CRM systems, providing industry professionals with over 500 APIs for easy access and utilization of revenue lifecycle data. Its capabilities significantly streamline the sales process, making it an excellent choice for professionals who need an efficient, reliable CPQ solution.

Pros

  • Seamless CRM integration
  • Over 500 APIs
  • Efficient sales process

Cons

  • Might require technical know-how
  • Could be overwhelming for beginners
ENHANCED CLIENT ENGAGEMENT

Why We Love It

What sets Conga CPQ apart is its seamless integration with CRM systems, enabling sales professionals to access and use critical data with ease. Its vast number of APIs simplifies the handling of revenue lifecycle data, making it a valuable tool for sales enablement and revenue operations. The efficiency in closing sales it provides is a boon for industry professionals, making it a beloved tool in the industry.

Pros

  • Seamless CRM integration
  • Over 500 APIs
  • Efficient sales process

Cons

  • Might require technical know-how
  • Could be overwhelming for beginners

Why We Love It

What sets Conga CPQ apart is its seamless integration with CRM systems, enabling sales professionals to access and use critical data with ease. Its vast number of APIs simplifies the handling of revenue lifecycle data, making it a valuable tool for sales enablement and revenue operations. The efficiency in closing sales it provides is a boon for industry professionals, making it a beloved tool in the industry.

Enterprise pricing available

Conga CPQ is a powerful CPQ tool that integrates seamlessly with CRM systems, providing industry professionals with over 500 APIs for easy access and utilization of revenue lifecycle data. Its capabilities significantly streamline the sales process, making it an excellent choice for professionals who need an efficient, reliable CPQ solution.

2
Expert Score
9.6 / 10
745
48
REAL-TIME PRICING
AUTOMATED QUOTE CONFIG
REAL-TIME PRICING
AUTOMATED QUOTE CONFIG

Why We Love It

saleElement's CPQ software is a game-changer for Salesforce CRM users. Its integration of eSignature functionality allows for a seamless, streamlined contract process that enhances client satisfaction. The automation of quote configuration further simplifies the sales process, saving valuable time and reducing the potential for errors. This software solution brilliantly addresses the unique needs of SaaS industry professionals seeking efficient, reliable, and automated solutions for their sales processes.

Pros

  • Seamless Salesforce CRM integration
  • Integrated eSignature functionality
  • Streamlined contract process
  • Enhanced client satisfaction
  • Automated quote configuration

Cons

  • Limited to Salesforce CRM users
  • No specified standard pricing
  • Fully automated system may require adjustment period

Enterprise pricing available

saleElement's CPQ software is specifically tailored for Salesforce CRM users, streamlining the contract process with integrated eSign features like Docusign, Adobe Sign, and Zoho Sign. It addresses the need for efficiency, automation, and enhanced client satisfaction in the SaaS industry.

Pros

  • Seamless Salesforce CRM integration
  • Integrated eSignature functionality
  • Streamlined contract process
  • Enhanced client satisfaction
  • Automated quote configuration

Cons

  • Limited to Salesforce CRM users
  • No specified standard pricing
  • Fully automated system may require adjustment period
REAL-TIME PRICING
AUTOMATED QUOTE CONFIG

Why We Love It

saleElement's CPQ software is a game-changer for Salesforce CRM users. Its integration of eSignature functionality allows for a seamless, streamlined contract process that enhances client satisfaction. The automation of quote configuration further simplifies the sales process, saving valuable time and reducing the potential for errors. This software solution brilliantly addresses the unique needs of SaaS industry professionals seeking efficient, reliable, and automated solutions for their sales processes.

Pros

  • Seamless Salesforce CRM integration
  • Integrated eSignature functionality
  • Streamlined contract process
  • Enhanced client satisfaction
  • Automated quote configuration

Cons

  • Limited to Salesforce CRM users
  • No specified standard pricing
  • Fully automated system may require adjustment period

Why We Love It

saleElement's CPQ software is a game-changer for Salesforce CRM users. Its integration of eSignature functionality allows for a seamless, streamlined contract process that enhances client satisfaction. The automation of quote configuration further simplifies the sales process, saving valuable time and reducing the potential for errors. This software solution brilliantly addresses the unique needs of SaaS industry professionals seeking efficient, reliable, and automated solutions for their sales processes.

Enterprise pricing available

saleElement's CPQ software is specifically tailored for Salesforce CRM users, streamlining the contract process with integrated eSign features like Docusign, Adobe Sign, and Zoho Sign. It addresses the need for efficiency, automation, and enhanced client satisfaction in the SaaS industry.

3
Expert Score
9.5 / 10
512
67

Tacton CPQ-CRM Integration

Tacton CPQ-CRM Integration
View Website
Enterprise pricing available

Why We Love It

Tacton's CPQ-CRM Integration stands out for its commitment to streamline and simplify sales for complex manufacturers. It not only expedites the quoting process but also enhances customer engagement through personalized selling. The seamless integration with CRM and eSignature tools is a game-changer, enabling businesses to streamline their operations and focus on what truly matters - their customers.

Pros

  • Personalized selling
  • Accelerated quoting
  • Enhanced customer engagement
  • Integration with CRM and eSignature
  • Designed for complex manufacturers

Cons

  • May require technical know-how
  • Pricing might be high for small businesses

Enterprise pricing available

Tacton's CPQ-CRM Integration is specifically designed for complex manufacturers who need to personalize sales, accelerate quoting, and enhance customer engagement. By integrating CPQ and CRM, it simplifies and streamlines the sales process, catering to the industry's need for efficiency and accuracy.

Pros

  • Personalized selling
  • Accelerated quoting
  • Enhanced customer engagement
  • Integration with CRM and eSignature
  • Designed for complex manufacturers

Cons

  • May require technical know-how
  • Pricing might be high for small businesses

Why We Love It

Tacton's CPQ-CRM Integration stands out for its commitment to streamline and simplify sales for complex manufacturers. It not only expedites the quoting process but also enhances customer engagement through personalized selling. The seamless integration with CRM and eSignature tools is a game-changer, enabling businesses to streamline their operations and focus on what truly matters - their customers.

Pros

  • Personalized selling
  • Accelerated quoting
  • Enhanced customer engagement
  • Integration with CRM and eSignature
  • Designed for complex manufacturers

Cons

  • May require technical know-how
  • Pricing might be high for small businesses

Why We Love It

Tacton's CPQ-CRM Integration stands out for its commitment to streamline and simplify sales for complex manufacturers. It not only expedites the quoting process but also enhances customer engagement through personalized selling. The seamless integration with CRM and eSignature tools is a game-changer, enabling businesses to streamline their operations and focus on what truly matters - their customers.

Enterprise pricing available

Tacton's CPQ-CRM Integration is specifically designed for complex manufacturers who need to personalize sales, accelerate quoting, and enhance customer engagement. By integrating CPQ and CRM, it simplifies and streamlines the sales process, catering to the industry's need for efficiency and accuracy.

4
Expert Score
9.3 / 10
532
85
ESIGNATURE READY
ENTERPRISE FOCUS

Zuora CPQ Solution

Zuora CPQ Solution
View Website
Enterprise pricing available
ESIGNATURE READY
ENTERPRISE FOCUS

Why We Love It

Zuora's CPQ solution stands out for its powerful features and seamless integration with CRM and eSignature platforms. It is specifically tailored to meet the requirements of sales professionals who need to manage complex pricing and configurations. The ability to sign contracts remotely is a major plus, especially in today's increasingly remote business environment. This SaaS solution truly understands and addresses the unique pain points of the industry.

Pros

  • Powerful configuration capabilities
  • Seamless CRM and eSignature integration
  • Remote contract signing
  • Advanced pricing structures
  • Robust provisioning tools

Cons

  • May be overkill for smaller businesses
  • Learning curve can be steep

Enterprise pricing available

Zuora's CPQ software is an advanced solution for businesses looking for a robust tool to streamline their sales process. It integrates seamlessly with CRM and eSignature platforms, allowing customers to configure, price, quote and sign contracts remotely. The software is designed to address the specific needs of sales professionals who are required to manage complex pricing structures and configurations in a dynamic sales environment.

Pros

  • Powerful configuration capabilities
  • Seamless CRM and eSignature integration
  • Remote contract signing
  • Advanced pricing structures
  • Robust provisioning tools

Cons

  • May be overkill for smaller businesses
  • Learning curve can be steep
ESIGNATURE READY
ENTERPRISE FOCUS

Why We Love It

Zuora's CPQ solution stands out for its powerful features and seamless integration with CRM and eSignature platforms. It is specifically tailored to meet the requirements of sales professionals who need to manage complex pricing and configurations. The ability to sign contracts remotely is a major plus, especially in today's increasingly remote business environment. This SaaS solution truly understands and addresses the unique pain points of the industry.

Pros

  • Powerful configuration capabilities
  • Seamless CRM and eSignature integration
  • Remote contract signing
  • Advanced pricing structures
  • Robust provisioning tools

Cons

  • May be overkill for smaller businesses
  • Learning curve can be steep

Why We Love It

Zuora's CPQ solution stands out for its powerful features and seamless integration with CRM and eSignature platforms. It is specifically tailored to meet the requirements of sales professionals who need to manage complex pricing and configurations. The ability to sign contracts remotely is a major plus, especially in today's increasingly remote business environment. This SaaS solution truly understands and addresses the unique pain points of the industry.

Enterprise pricing available

Zuora's CPQ software is an advanced solution for businesses looking for a robust tool to streamline their sales process. It integrates seamlessly with CRM and eSignature platforms, allowing customers to configure, price, quote and sign contracts remotely. The software is designed to address the specific needs of sales professionals who are required to manage complex pricing structures and configurations in a dynamic sales environment.

5
Expert Score
9.2 / 10
401
83

HubSpot CPQ Software

HubSpot CPQ Software
View Website
Enterprise pricing available

Why We Love It

HubSpot CPQ stands out as it addresses the unique needs of sales professionals looking to expedite their quote-to-cash process. The software's eSignature feature enables quick deal closures, and its CRM integration ensures all customer data is easily accessible. The ability to set up approvals provides managers with control over the process, making it a loved tool in the industry.

Pros

  • Seamless CRM integration
  • eSignature capabilities
  • Automated quoting process
  • Managerial oversight
  • User-friendly interface

Cons

  • May require initial training
  • Limited customization options

Enterprise pricing available

HubSpot CPQ is a comprehensive solution designed to streamline the quoting process, making it more efficient for sales teams. Its integration with CRM and eSignature functionalities allows for seamless quote management and approval, suiting the needs of the sales industry that requires quick and efficient closing of deals.

Pros

  • Seamless CRM integration
  • eSignature capabilities
  • Automated quoting process
  • Managerial oversight
  • User-friendly interface

Cons

  • May require initial training
  • Limited customization options

Why We Love It

HubSpot CPQ stands out as it addresses the unique needs of sales professionals looking to expedite their quote-to-cash process. The software's eSignature feature enables quick deal closures, and its CRM integration ensures all customer data is easily accessible. The ability to set up approvals provides managers with control over the process, making it a loved tool in the industry.

Pros

  • Seamless CRM integration
  • eSignature capabilities
  • Automated quoting process
  • Managerial oversight
  • User-friendly interface

Cons

  • May require initial training
  • Limited customization options

Why We Love It

HubSpot CPQ stands out as it addresses the unique needs of sales professionals looking to expedite their quote-to-cash process. The software's eSignature feature enables quick deal closures, and its CRM integration ensures all customer data is easily accessible. The ability to set up approvals provides managers with control over the process, making it a loved tool in the industry.

Enterprise pricing available

HubSpot CPQ is a comprehensive solution designed to streamline the quoting process, making it more efficient for sales teams. Its integration with CRM and eSignature functionalities allows for seamless quote management and approval, suiting the needs of the sales industry that requires quick and efficient closing of deals.

6
Expert Score
9.0 / 10
498
40

eSign and Acceptance

eSign and Acceptance
View Website
Enterprise pricing available

Why We Love It

This SaaS solution is a game-changer for industry professionals who deal with complex sales processes. It not only helps in creating accurate, professional quotes but also ensures a smooth transition from quote generation to contract signing. The seamless integration with CRM tools makes it easier to track, manage, and analyze customer interactions and data. Furthermore, the eSignature feature adds a layer of convenience and legality, ensuring all deals meet compliance standards.

Pros

  • Streamlined sales process
  • Integrated CPQ and CRM tools
  • Electronic quote acceptance and eSignatures
  • Efficient order processing

Cons

  • Requires technical know-how
  • Not ideal for small businesses

Enterprise pricing available

QuoteWerks' eSign and Acceptance is a tailored SaaS solution for professionals seeking to streamline their sales process. By integrating CPQ tools with CRM and eSignature, it addresses the industry's need for efficient order processes, electronic quote acceptance, and digital signatures.

Pros

  • Streamlined sales process
  • Integrated CPQ and CRM tools
  • Electronic quote acceptance and eSignatures
  • Efficient order processing

Cons

  • Requires technical know-how
  • Not ideal for small businesses

Why We Love It

This SaaS solution is a game-changer for industry professionals who deal with complex sales processes. It not only helps in creating accurate, professional quotes but also ensures a smooth transition from quote generation to contract signing. The seamless integration with CRM tools makes it easier to track, manage, and analyze customer interactions and data. Furthermore, the eSignature feature adds a layer of convenience and legality, ensuring all deals meet compliance standards.

Pros

  • Streamlined sales process
  • Integrated CPQ and CRM tools
  • Electronic quote acceptance and eSignatures
  • Efficient order processing

Cons

  • Requires technical know-how
  • Not ideal for small businesses

Why We Love It

This SaaS solution is a game-changer for industry professionals who deal with complex sales processes. It not only helps in creating accurate, professional quotes but also ensures a smooth transition from quote generation to contract signing. The seamless integration with CRM tools makes it easier to track, manage, and analyze customer interactions and data. Furthermore, the eSignature feature adds a layer of convenience and legality, ensuring all deals meet compliance standards.

Enterprise pricing available

QuoteWerks' eSign and Acceptance is a tailored SaaS solution for professionals seeking to streamline their sales process. By integrating CPQ tools with CRM and eSignature, it addresses the industry's need for efficient order processes, electronic quote acceptance, and digital signatures.

7
Expert Score
8.8 / 10
376
50
ROBUST API ACCESS

Zomentum CPQ Software

Zomentum CPQ Software
View Website
Enterprise pricing available
ROBUST API ACCESS

Why We Love It

Zomentum CPQ Software stands out for its seamless integration with existing CRM and ERP systems. This allows businesses to streamline their sales processes, making it easier to configure price quotes and close deals. The inclusion of an eSignature feature further simplifies the process, eliminating the need for third-party applications. This software is ideal for industry professionals who need a reliable and comprehensive CPQ tool.

Pros

  • Seamless CRM and ERP integration
  • eSignature feature
  • User-friendly interface
  • Robust sales intelligence tools
  • Wide range of customizability

Cons

  • Might be overkill for small businesses
  • May require training for full usage
  • Customer support may be slow during peak times

Enterprise pricing available

Zomentum CPQ Software is a powerful solution for sales enablement and revenue operations. It integrates with various CRM and ERP systems, making it an ideal choice for businesses looking for a seamless way to configure price quotes. The software also comes with an eSignature feature, making it easier to close deals quickly and effectively.

Pros

  • Seamless CRM and ERP integration
  • eSignature feature
  • User-friendly interface
  • Robust sales intelligence tools
  • Wide range of customizability

Cons

  • Might be overkill for small businesses
  • May require training for full usage
  • Customer support may be slow during peak times
ROBUST API ACCESS

Why We Love It

Zomentum CPQ Software stands out for its seamless integration with existing CRM and ERP systems. This allows businesses to streamline their sales processes, making it easier to configure price quotes and close deals. The inclusion of an eSignature feature further simplifies the process, eliminating the need for third-party applications. This software is ideal for industry professionals who need a reliable and comprehensive CPQ tool.

Pros

  • Seamless CRM and ERP integration
  • eSignature feature
  • User-friendly interface
  • Robust sales intelligence tools
  • Wide range of customizability

Cons

  • Might be overkill for small businesses
  • May require training for full usage
  • Customer support may be slow during peak times

Why We Love It

Zomentum CPQ Software stands out for its seamless integration with existing CRM and ERP systems. This allows businesses to streamline their sales processes, making it easier to configure price quotes and close deals. The inclusion of an eSignature feature further simplifies the process, eliminating the need for third-party applications. This software is ideal for industry professionals who need a reliable and comprehensive CPQ tool.

Enterprise pricing available

Zomentum CPQ Software is a powerful solution for sales enablement and revenue operations. It integrates with various CRM and ERP systems, making it an ideal choice for businesses looking for a seamless way to configure price quotes. The software also comes with an eSignature feature, making it easier to close deals quickly and effectively.

8
Expert Score
8.7 / 10
423
115
EFFICIENCY BOOST
SALES CYCLE ACCELERATOR
EFFICIENCY BOOST
SALES CYCLE ACCELERATOR

Why We Love It

Salesforce CRM Integration by Apparound bridges the gap between CRM and CPQ tools, creating a seamless workflow and enabling businesses to get the most out of their CRM licenses. This integration is particularly beneficial in industries with a complex sales process, as it allows them to simplify and automate their operations, saving time and reducing costs. Plus, the integration with the eSignature feature further streamlines the sales process, allowing for faster deal closures.

Pros

  • Efficient CRM license utilization
  • Ease of integration with CPQ Apparound
  • Streamlined sales processes
  • Reduced operational costs

Cons

  • Pricing not transparent
  • May require technical knowledge for implementation
  • Dependent on Salesforce CRM

Pricing upon request

Salesforce CRM Integration by Apparound is a powerful SaaS solution that enables you to maximize the use of a single CRM license with linked CPQ Apparound-managed salesperson profiles. This integration is invaluable for this industry as it enhances efficiency, reduces operational costs, and streamlines the sales process.

Pros

  • Efficient CRM license utilization
  • Ease of integration with CPQ Apparound
  • Streamlined sales processes
  • Reduced operational costs

Cons

  • Pricing not transparent
  • May require technical knowledge for implementation
  • Dependent on Salesforce CRM
EFFICIENCY BOOST
SALES CYCLE ACCELERATOR

Why We Love It

Salesforce CRM Integration by Apparound bridges the gap between CRM and CPQ tools, creating a seamless workflow and enabling businesses to get the most out of their CRM licenses. This integration is particularly beneficial in industries with a complex sales process, as it allows them to simplify and automate their operations, saving time and reducing costs. Plus, the integration with the eSignature feature further streamlines the sales process, allowing for faster deal closures.

Pros

  • Efficient CRM license utilization
  • Ease of integration with CPQ Apparound
  • Streamlined sales processes
  • Reduced operational costs

Cons

  • Pricing not transparent
  • May require technical knowledge for implementation
  • Dependent on Salesforce CRM

Why We Love It

Salesforce CRM Integration by Apparound bridges the gap between CRM and CPQ tools, creating a seamless workflow and enabling businesses to get the most out of their CRM licenses. This integration is particularly beneficial in industries with a complex sales process, as it allows them to simplify and automate their operations, saving time and reducing costs. Plus, the integration with the eSignature feature further streamlines the sales process, allowing for faster deal closures.

Pricing upon request

Salesforce CRM Integration by Apparound is a powerful SaaS solution that enables you to maximize the use of a single CRM license with linked CPQ Apparound-managed salesperson profiles. This integration is invaluable for this industry as it enhances efficiency, reduces operational costs, and streamlines the sales process.

9
Expert Score
8.5 / 10
624
30
RAPID QUOTE APPROVAL
USER-FRIENDLY INTERFACE
RAPID QUOTE APPROVAL
USER-FRIENDLY INTERFACE

Why We Love It

Adobe Sign & PROS Smart CPQ is a game changer for sales industry professionals. Its seamless integration allows for quick quote approvals and increased pipeline visibility, directly addressing the industry's need for speed and efficiency. Plus, it eliminates the need for manual signing processes, making it an invaluable tool for remote sales teams. It's a powerful combination that truly optimizes the sales process.

Pros

  • Streamlined quote-to-cash process
  • Enhanced pipeline visibility
  • Integrated eSignature capabilities
  • Accelerated sales cycle
  • Improved productivity

Cons

  • Requires initial setup
  • May take time to learn all features
  • Potential for additional costs with Adobe Sign

Enterprise pricing available

This SaaS solution integrates Adobe Sign’s eSignature capabilities with PROS Smart CPQ's robust pricing and quoting tools. It is specifically designed for the sales industry, ensuring swift quote approvals and improved pipeline visibility, thus accelerating the sales cycle and reducing time to closure.

Pros

  • Streamlined quote-to-cash process
  • Enhanced pipeline visibility
  • Integrated eSignature capabilities
  • Accelerated sales cycle
  • Improved productivity

Cons

  • Requires initial setup
  • May take time to learn all features
  • Potential for additional costs with Adobe Sign
RAPID QUOTE APPROVAL
USER-FRIENDLY INTERFACE

Why We Love It

Adobe Sign & PROS Smart CPQ is a game changer for sales industry professionals. Its seamless integration allows for quick quote approvals and increased pipeline visibility, directly addressing the industry's need for speed and efficiency. Plus, it eliminates the need for manual signing processes, making it an invaluable tool for remote sales teams. It's a powerful combination that truly optimizes the sales process.

Pros

  • Streamlined quote-to-cash process
  • Enhanced pipeline visibility
  • Integrated eSignature capabilities
  • Accelerated sales cycle
  • Improved productivity

Cons

  • Requires initial setup
  • May take time to learn all features
  • Potential for additional costs with Adobe Sign

Why We Love It

Adobe Sign & PROS Smart CPQ is a game changer for sales industry professionals. Its seamless integration allows for quick quote approvals and increased pipeline visibility, directly addressing the industry's need for speed and efficiency. Plus, it eliminates the need for manual signing processes, making it an invaluable tool for remote sales teams. It's a powerful combination that truly optimizes the sales process.

Enterprise pricing available

This SaaS solution integrates Adobe Sign’s eSignature capabilities with PROS Smart CPQ's robust pricing and quoting tools. It is specifically designed for the sales industry, ensuring swift quote approvals and improved pipeline visibility, thus accelerating the sales cycle and reducing time to closure.

10
Expert Score
8.4 / 10
563
155

HubSpot e-Signature with Quotes

HubSpot e-Signature with Quotes
View Website
Part of Hubspot Sales Hub, pricing starts at $50/month for Starter, $500/month for Professional, $1,200/month for Enterprise

Why We Love It

HubSpot's e-signature with quotes tool is a boon for CPQ professionals, allowing them to integrate e-signatures into their sales quotes seamlessly. This not only simplifies the sales process but also reduces the time taken in closing deals. The tool's integration with Dropbox Sign enhances its functionality, making it an essential tool in the CPQ industry. Its ability to manage e-signature limits efficiently is a feature that industry professionals love and find extremely practical.

Pros

  • Seamless e-signature integration
  • Efficient quote management
  • Streamlined sales process
  • Part of comprehensive HubSpot ecosystem

Cons

  • Learning curve for newcomers
  • Higher price point for smaller businesses
  • Dependent on Dropbox Sign

Part of Hubspot Sales Hub, pricing starts at $50/month for Starter, $500/month for Professional, $1,200/month for Enterprise

HubSpot's e-signature with quotes tool is an exceptional fit for sales professionals in the CPQ industry. This tool, powered by Dropbox Sign, enables users to add e-signatures to quotes, efficiently managing and keeping track of their e-signature limits. This aids in streamlining the sales process, resulting in higher efficiency and improved revenue operations.

Pros

  • Seamless e-signature integration
  • Efficient quote management
  • Streamlined sales process
  • Part of comprehensive HubSpot ecosystem

Cons

  • Learning curve for newcomers
  • Higher price point for smaller businesses
  • Dependent on Dropbox Sign

Why We Love It

HubSpot's e-signature with quotes tool is a boon for CPQ professionals, allowing them to integrate e-signatures into their sales quotes seamlessly. This not only simplifies the sales process but also reduces the time taken in closing deals. The tool's integration with Dropbox Sign enhances its functionality, making it an essential tool in the CPQ industry. Its ability to manage e-signature limits efficiently is a feature that industry professionals love and find extremely practical.

Pros

  • Seamless e-signature integration
  • Efficient quote management
  • Streamlined sales process
  • Part of comprehensive HubSpot ecosystem

Cons

  • Learning curve for newcomers
  • Higher price point for smaller businesses
  • Dependent on Dropbox Sign

Why We Love It

HubSpot's e-signature with quotes tool is a boon for CPQ professionals, allowing them to integrate e-signatures into their sales quotes seamlessly. This not only simplifies the sales process but also reduces the time taken in closing deals. The tool's integration with Dropbox Sign enhances its functionality, making it an essential tool in the CPQ industry. Its ability to manage e-signature limits efficiently is a feature that industry professionals love and find extremely practical.

Part of Hubspot Sales Hub, pricing starts at $50/month for Starter, $500/month for Professional, $1,200/month for Enterprise

HubSpot's e-signature with quotes tool is an exceptional fit for sales professionals in the CPQ industry. This tool, powered by Dropbox Sign, enables users to add e-signatures to quotes, efficiently managing and keeping track of their e-signature limits. This aids in streamlining the sales process, resulting in higher efficiency and improved revenue operations.

11
Expert Score
8.1 / 10
721
39

DealHub CPQ & DocuSign Integration

DealHub CPQ & DocuSign Integration
View Website
Custom pricing model based on user requirements

Why We Love It

This SaaS solution is a boon for industry professionals who deal with complex sales processes. It simplifies contract management with eSignatures, real-time tracking, and CRM syncing. DealHub's integration with DocuSign allows for a streamlined workflow, reducing the gap between quote creation and deal closure. It's the unique, industry-specific solution that sales enablement and revenue operations professionals have been waiting for.

Pros

  • Efficient eSignature process
  • Real-time tracking
  • Automatic CRM syncing
  • Acceleration in deal closures
  • Seamless integration

Cons

  • Custom pricing may be high for some businesses
  • Requires learning for full utilization
  • Dependent on existing DocuSign subscription

Custom pricing model based on user requirements

A unique solution designed specifically for sales professionals, enabling them to integrate CPQ (Configure Price Quote) functionality with DocuSign's eSignature capabilities. It enhances deal closure efficiency, offers real-time tracking, and enables automatic CRM syncing, making it ideal for professionals in the CPQ Tools Integrated with CRM and eSignature industry.

Pros

  • Efficient eSignature process
  • Real-time tracking
  • Automatic CRM syncing
  • Acceleration in deal closures
  • Seamless integration

Cons

  • Custom pricing may be high for some businesses
  • Requires learning for full utilization
  • Dependent on existing DocuSign subscription

Why We Love It

This SaaS solution is a boon for industry professionals who deal with complex sales processes. It simplifies contract management with eSignatures, real-time tracking, and CRM syncing. DealHub's integration with DocuSign allows for a streamlined workflow, reducing the gap between quote creation and deal closure. It's the unique, industry-specific solution that sales enablement and revenue operations professionals have been waiting for.

Pros

  • Efficient eSignature process
  • Real-time tracking
  • Automatic CRM syncing
  • Acceleration in deal closures
  • Seamless integration

Cons

  • Custom pricing may be high for some businesses
  • Requires learning for full utilization
  • Dependent on existing DocuSign subscription

Why We Love It

This SaaS solution is a boon for industry professionals who deal with complex sales processes. It simplifies contract management with eSignatures, real-time tracking, and CRM syncing. DealHub's integration with DocuSign allows for a streamlined workflow, reducing the gap between quote creation and deal closure. It's the unique, industry-specific solution that sales enablement and revenue operations professionals have been waiting for.

Custom pricing model based on user requirements

A unique solution designed specifically for sales professionals, enabling them to integrate CPQ (Configure Price Quote) functionality with DocuSign's eSignature capabilities. It enhances deal closure efficiency, offers real-time tracking, and enables automatic CRM syncing, making it ideal for professionals in the CPQ Tools Integrated with CRM and eSignature industry.

12
Expert Score
8.0 / 10
519
101

Maxio CPQ

Maxio CPQ
View Website
Enterprise pricing available

Why We Love It

Maxio CPQ is an exceptional tool for businesses seeking to modernize their sales processes. It enables professionals in the industry to automate quoting and approval processes, execute contracts with eSignature integration, and sync all these operations with their CRM. Its ability to unify billing systems into the workflow is a game-changer. Maxio CPQ reduces manual workload, speeds up sales operations, and ensures accuracy, making it a favorite among industry professionals.

Pros

  • Tailored business workflows
  • Integrated CPQ and CRM
  • Automated quoting and approval processes
  • eSignature integration
  • Unified billing system

Cons

  • May require initial setup time
  • Dependent on CRM integration

Enterprise pricing available

Maxio CPQ is a comprehensive sales solution specifically designed for businesses seeking to streamline their sales process. It integrates quoting, approvals, contract execution, CRM syncing, and billing into a seamless workflow, thus addressing industry-specific needs such as speed, accuracy, and efficiency in sales operations.

Pros

  • Tailored business workflows
  • Integrated CPQ and CRM
  • Automated quoting and approval processes
  • eSignature integration
  • Unified billing system

Cons

  • May require initial setup time
  • Dependent on CRM integration

Why We Love It

Maxio CPQ is an exceptional tool for businesses seeking to modernize their sales processes. It enables professionals in the industry to automate quoting and approval processes, execute contracts with eSignature integration, and sync all these operations with their CRM. Its ability to unify billing systems into the workflow is a game-changer. Maxio CPQ reduces manual workload, speeds up sales operations, and ensures accuracy, making it a favorite among industry professionals.

Pros

  • Tailored business workflows
  • Integrated CPQ and CRM
  • Automated quoting and approval processes
  • eSignature integration
  • Unified billing system

Cons

  • May require initial setup time
  • Dependent on CRM integration

Why We Love It

Maxio CPQ is an exceptional tool for businesses seeking to modernize their sales processes. It enables professionals in the industry to automate quoting and approval processes, execute contracts with eSignature integration, and sync all these operations with their CRM. Its ability to unify billing systems into the workflow is a game-changer. Maxio CPQ reduces manual workload, speeds up sales operations, and ensures accuracy, making it a favorite among industry professionals.

Enterprise pricing available

Maxio CPQ is a comprehensive sales solution specifically designed for businesses seeking to streamline their sales process. It integrates quoting, approvals, contract execution, CRM syncing, and billing into a seamless workflow, thus addressing industry-specific needs such as speed, accuracy, and efficiency in sales operations.

13
Expert Score
8.0 / 10
711
126

Salesforce CPQ

Salesforce CPQ
View Website
Enterprise pricing available

Why We Love It

Salesforce CPQ is loved by industry professionals for its comprehensive features that address the specific needs of sales and revenue operations. The ability to quickly configure pricing and quotes is a game-changer, eliminating manual errors and improving efficiency. The integration with CRM and eSignature applications is another standout feature, allowing for a smooth, uninterrupted workflow. Plus, the automated quote-to-cash functionality cuts down the procurement timeline significantly, resulting in improved customer satisfaction and revenue growth.

Pros

  • Quick configuration of pricing and quotes
  • CRM and eSignature integration
  • Automated quote-to-cash process
  • Advanced pricing functionality

Cons

  • Requires Salesforce proficiency
  • Might be overkill for small businesses
  • Complex set-up process

Enterprise pricing available

Salesforce CPQ is a powerful tool designed to streamline and automate the quote-to-cash process. It is particularly useful for businesses in fast-paced industries where accuracy and speed are paramount. Its integration with CRM and eSignature ensures seamless functionality, making it a perfect fit for sales enablement and revenue operations.

Pros

  • Quick configuration of pricing and quotes
  • CRM and eSignature integration
  • Automated quote-to-cash process
  • Advanced pricing functionality

Cons

  • Requires Salesforce proficiency
  • Might be overkill for small businesses
  • Complex set-up process

Why We Love It

Salesforce CPQ is loved by industry professionals for its comprehensive features that address the specific needs of sales and revenue operations. The ability to quickly configure pricing and quotes is a game-changer, eliminating manual errors and improving efficiency. The integration with CRM and eSignature applications is another standout feature, allowing for a smooth, uninterrupted workflow. Plus, the automated quote-to-cash functionality cuts down the procurement timeline significantly, resulting in improved customer satisfaction and revenue growth.

Pros

  • Quick configuration of pricing and quotes
  • CRM and eSignature integration
  • Automated quote-to-cash process
  • Advanced pricing functionality

Cons

  • Requires Salesforce proficiency
  • Might be overkill for small businesses
  • Complex set-up process

Why We Love It

Salesforce CPQ is loved by industry professionals for its comprehensive features that address the specific needs of sales and revenue operations. The ability to quickly configure pricing and quotes is a game-changer, eliminating manual errors and improving efficiency. The integration with CRM and eSignature applications is another standout feature, allowing for a smooth, uninterrupted workflow. Plus, the automated quote-to-cash functionality cuts down the procurement timeline significantly, resulting in improved customer satisfaction and revenue growth.

Enterprise pricing available

Salesforce CPQ is a powerful tool designed to streamline and automate the quote-to-cash process. It is particularly useful for businesses in fast-paced industries where accuracy and speed are paramount. Its integration with CRM and eSignature ensures seamless functionality, making it a perfect fit for sales enablement and revenue operations.

Product Comparison

Product Has Mobile App Has Free Plan Has Free Trial Integrates With Zapier Has Public API Live Chat Support SOC 2 or ISO Certified Popular Integrations Supports SSO Starting Price
1HubSpot CPQ Software
Yes No Yes - 14 days Yes Yes Yes SOC 2 Salesforce, Microsoft 365, Google Workspace Yes Contact for pricing
2Salesforce CRM Integration
No No Contact for trial No Enterprise API only Email/Ticket only Not specified Salesforce, DocuSign, Adobe Sign Yes Pricing upon request
3saleElement CPQ for Salesforce CRM
No No Contact for trial No Enterprise API only Email/Ticket only Not specified Salesforce, DocuSign, Adobe Sign Yes Contact for pricing
4Zomentum CPQ Software
No No Contact for trial Yes Yes Email/Ticket only Not specified Salesforce, HubSpot, Microsoft Dynamics Yes Contact for pricing
5DealHub CPQ & DocuSign Integration
No No Contact for trial No Yes Yes Not specified DocuSign, Salesforce, HubSpot Yes Custom pricing
6Zuora CPQ Solution
No No Contact for trial No Yes Email/Ticket only Not specified Salesforce, NetSuite, Microsoft Dynamics Yes Contact for pricing
7Adobe Sign & PROS Smart CPQ
No No Contact for trial No Yes No ISO 27001 Adobe Sign, Salesforce, Microsoft Dynamics Yes Contact for pricing
8Conga CPQ
No No Contact for trial No Yes Yes SOC 2 Salesforce, Microsoft Dynamics 365, Oracle Yes Contact for pricing
9eSign and Acceptance
No No Contact for trial No Enterprise API only Email/Ticket only Not specified Salesforce, Microsoft Dynamics, QuickBooks Yes Contact for pricing
10Tacton CPQ-CRM Integration
No No Contact for trial No Yes Email/Ticket only Not specified Salesforce, Microsoft Dynamics 365, SAP Yes Contact for pricing
1

HubSpot CPQ Software

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
SOC 2
Popular Integrations
Salesforce, Microsoft 365, Google Workspace
Supports SSO
Yes
Starting Price
Contact for pricing
2

Salesforce CRM Integration

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Enterprise API only
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Salesforce, DocuSign, Adobe Sign
Supports SSO
Yes
Starting Price
Pricing upon request
3

saleElement CPQ for Salesforce CRM

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Enterprise API only
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Salesforce, DocuSign, Adobe Sign
Supports SSO
Yes
Starting Price
Contact for pricing
4

Zomentum CPQ Software

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Salesforce, HubSpot, Microsoft Dynamics
Supports SSO
Yes
Starting Price
Contact for pricing
5

DealHub CPQ & DocuSign Integration

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
DocuSign, Salesforce, HubSpot
Supports SSO
Yes
Starting Price
Custom pricing
6

Zuora CPQ Solution

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Yes
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Salesforce, NetSuite, Microsoft Dynamics
Supports SSO
Yes
Starting Price
Contact for pricing
7

Adobe Sign & PROS Smart CPQ

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Yes
Live Chat Support
No
SOC 2 or ISO Certified
ISO 27001
Popular Integrations
Adobe Sign, Salesforce, Microsoft Dynamics
Supports SSO
Yes
Starting Price
Contact for pricing
8

Conga CPQ

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
SOC 2
Popular Integrations
Salesforce, Microsoft Dynamics 365, Oracle
Supports SSO
Yes
Starting Price
Contact for pricing
9

eSign and Acceptance

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Enterprise API only
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Salesforce, Microsoft Dynamics, QuickBooks
Supports SSO
Yes
Starting Price
Contact for pricing
10

Tacton CPQ-CRM Integration

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Yes
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Salesforce, Microsoft Dynamics 365, SAP
Supports SSO
Yes
Starting Price
Contact for pricing

Similar Categories

How We Rank Products

How We Evaluate Products

Our Evaluation Process

The 'How We Choose' section for CPQ tools integrated with CRM and eSignature focuses on several key factors to evaluate and compare products effectively. These factors include specifications, features, customer reviews, overall ratings, and the price-to-value ratio. Particularly important for this category are the integration capabilities with various CRM systems, the efficiency of the eSignature functionality, and user-friendliness, as these attributes significantly impact the overall usability and effectiveness of the tools.

The research methodology involved a comprehensive analysis of ten leading products, comparing their specifications and features while evaluating customer feedback across various platforms. Rankings were determined by synthesizing data from customer reviews and ratings to assess overall satisfaction, alongside a close examination of pricing structures to ensure value alignment with features offered. This objective analysis ensures that the selected CPQ tools represent the best options available within the category for potential users.

As an Amazon Associate, we earn from qualifying purchases. We may also earn commissions from other affiliate partners.

Frequently Asked Questions About CPQ Tools Integrated with CRM and eSignature

What makes a cpq tools integrated with crm and esignature the "best"?

We evaluate products based on quality, performance, value for money, user reviews, durability, and ease of use. Our rankings are updated regularly to reflect the latest market offerings and user feedback.

How often do you update your cpq tools integrated with crm and esignature recommendations?

Our team continuously monitors the market for new products and updates our recommendations quarterly. We also adjust rankings based on user feedback and new testing results.

Do you test all the products you recommend?

Yes, whenever possible, we physically test products in our labs. For products we can't test directly, we rely on verified user reviews, expert opinions, and detailed specifications to make informed recommendations.

What if I'm looking for a specific type of cpq tools integrated with crm and esignature?

Our top 10 list covers the most popular and highly-rated options. If you have specific requirements, check our detailed product descriptions and pros/cons to find the best match for your needs.

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Score Breakdown

0.0 / 10
Excellent

What This Award Means