Navigating the CPQ Landscape: Insights and Trends for SaaS Companies Based on Comprehensive Data Analysis Recent market research indicates that the demand for CPQ software among SaaS companies is on the rise, with a significant focus on efficiency and user experience. Comparative analysis of product specifications shows that tools like Salesforce CPQ and Oracle CPQ often stand out due to their robust integration capabilities and user-friendly interfaces. However, customer feedback trends suggest that while some brands boast impressive feature sets, not all functionalities resonate equally with users; for instance, Apttus frequently receives praise for its intuitive design but is sometimes noted for its steeper learning curve. Interestingly, studies suggest that pricing flexibility is a key factor driving satisfaction—many consumers suggest that a tool that allows dynamic pricing adjustments can greatly enhance quoting accuracy. One humorous observation from user reviews: “If I wanted to deal with a complicated quote process, I’d just go back to my high school math class.” Moreover, industry reports show that while many solutions hover around the $50 to $200 per user per month mark, those with extensive customization options like Configure One tend to edge higher in pricing, reflecting their value to larger organizations. Lastly, it's worth noting that Zywave, a lesser-known player, has built a reputation for excellent customer support, often highlighted in expert roundups.Navigating the CPQ Landscape: Insights and Trends for SaaS Companies Based on Comprehensive Data Analysis Recent market research indicates that the demand for CPQ software among SaaS companies is on the rise, with a significant focus on efficiency and user experience.Navigating the CPQ Landscape: Insights and Trends for SaaS Companies Based on Comprehensive Data Analysis Recent market research indicates that the demand for CPQ software among SaaS companies is on the rise, with a significant focus on efficiency and user experience. Comparative analysis of product specifications shows that tools like Salesforce CPQ and Oracle CPQ often stand out due to their robust integration capabilities and user-friendly interfaces. However, customer feedback trends suggest that while some brands boast impressive feature sets, not all functionalities resonate equally with users; for instance, Apttus frequently receives praise for its intuitive design but is sometimes noted for its steeper learning curve. Interestingly, studies suggest that pricing flexibility is a key factor driving satisfaction—many consumers suggest that a tool that allows dynamic pricing adjustments can greatly enhance quoting accuracy. One humorous observation from user reviews: “If I wanted to deal with a complicated quote process, I’d just go back to my high school math class.” Moreover, industry reports show that while many solutions hover around the $50 to $200 per user per month mark, those with extensive customization options like Configure One tend to edge higher in pricing, reflecting their value to larger organizations. Lastly, it's worth noting that Zywave, a lesser-known player, has built a reputation for excellent customer support, often highlighted in expert roundups. This suggests that while features matter, responsive service may be the secret sauce for long-term satisfaction in the CPQ space.
Maxio CPQ is a comprehensive SaaS solution that streamlines the sales process for SaaS Companies. It effectively integrates quoting, approvals, contract execution, CRM syncing, and billing into a cohesive workflow tailored to your specific business needs, ensuring a more efficient and seamless sales cycle.
Maxio CPQ is a comprehensive SaaS solution that streamlines the sales process for SaaS Companies. It effectively integrates quoting, approvals, contract execution, CRM syncing, and billing into a cohesive workflow tailored to your specific business needs, ensuring a more efficient and seamless sales cycle.
APPROVAL WORKFLOW MASTERY
COMPREHENSIVE WORKFLOW
Best for teams that are
B2B SaaS companies managing recurring revenue and subscriptions
Finance teams needing unified quoting, billing, and revenue recognition
Startups and scale-ups already using Maxio for billing
Skip if
Manufacturing or hardware companies selling physical goods
Businesses not using Maxio's billing and financial platform
Our analysis shows Maxio CPQ uniquely bridges the gap between sales and finance by embedding revenue recognition rules directly into the quoting process. Research indicates it excels at handling complex B2B SaaS models like usage-based pricing, ensuring that what is signed automatically aligns with ASC 606 compliance standards. Based on documented features, it eliminates the typical data silos between CRM and billing systems, making it a powerful financial operations tool rather than just a sales utility.
Pros
Unified quote-to-cash workflow automation
Automated ASC 606 revenue recognition
Handles complex usage-based pricing models
Transparent pricing for mid-market plans
SOC 1, SOC 2, and ISO 27001 certified
Cons
Reporting features often cited as limited
Implementation can be technically complex
Support quality reported as inconsistent
Custom pricing required for >$100k billings
Steep learning curve for new users
This score is backed by structured Google research and verified sources.
Overall Score
9.8/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in CPQ (Configure Price Quote) Software for SaaS Companies. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.7
Category 1: Product Capability & Depth
What We Looked For
We evaluate the software's ability to handle complex quoting, approval workflows, and seamless data synchronization across the sales lifecycle.
What We Found
Maxio CPQ provides dynamic, logic-driven order forms and automated approval workflows that sync directly with billing and CRM systems, specifically targeting B2B SaaS needs like usage-based pricing.
Score Rationale
The score is high due to its specialized quote-to-cash automation for SaaS, though it lacks the 2D/3D visualization features found in manufacturing-focused CPQ tools.
Supporting Evidence
The platform supports complex SaaS pricing models, including tiered pricing, usage-based models, and volume discounts. Maxio CPQ is built to handle the kind of complex pricing models common in SaaS and ecommerce, including tiered pricing, usage-based models, and volume discounts.
— maxio.com
Maxio CPQ captures approvals and deal data upfront to automate downstream billing and revenue recognition immediately upon contract signature. Seamless Quote-to-Cash Automation: Capture all approvals and deal data upfront, ensuring once a contract is signed, downstream billing, revenue recognition, and reporting run automatically.
— businesswire.com
CRM syncing capabilities are outlined in the company's integration directory, ensuring seamless data flow.
— maxio.com
Documented in official product documentation, Maxio CPQ offers automated quoting and billing features tailored for SaaS companies.
— maxio.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's industry standing, customer base size, and verified user feedback to determine reliability.
What We Found
Maxio manages over $17 billion in billings for more than 2,000 customers and maintains high user ratings on major review platforms.
Score Rationale
A score of 9.2 reflects strong market presence and significant volume under management, anchored by positive aggregate review scores despite some recent support critiques.
Supporting Evidence
Users on G2 rate the platform 4.3 out of 5 stars based on over 800 reviews. Maxio Reviews (820). View 1 Video Reviews. 4.3. 820 reviews.
— g2.com
Maxio serves over 2,000 customers and manages more than $17 billion in billings. With more than 2,000 customers and $17 billion in billings under management, Maxio provides a comprehensive platform...
— businesswire.com
8.9
Category 3: Usability & Customer Experience
What We Looked For
We examine user reports regarding ease of use, interface design, and the quality of customer support.
What We Found
Users frequently praise the intuitive interface and ease of billing management, though some report friction with reporting features and mixed support experiences.
Score Rationale
The score is anchored at 8.9, balancing high praise for the core interface and billing workflows against documented frustrations with reporting flexibility and support consistency.
Supporting Evidence
Some users report that the reporting function requires improvement to enhance utility. The reporting function has room for improvement to enhance its utility.
— withorb.com
Reviewers commend the platform's ease of use and intuitive interface for managing subscriptions. Users commend the ease of use of Maxio, citing its intuitive interface and seamless integration with accounting tools.
— g2.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We look for clear, public pricing structures and competitive value for the features provided.
What We Found
Maxio offers a transparent 'Grow' plan at $599/month for up to $100k in billings, but requires custom quoting for larger 'Scale' plans.
Score Rationale
The score of 8.5 acknowledges the transparency of the entry-level tier but reflects the lack of public pricing for the enterprise tier.
Supporting Evidence
The 'Scale' plan for billings over $100k requires a custom quote. Scale. Get a quote. >$100k in monthly billings. Volume discounts available. Custom features.
— maxio.com
The 'Grow' plan is priced at $599 per month and includes up to $100k in monthly billings. Grow. $599/month. up to $100k in monthly billings. Simple flat pricing. Includes all standard features.
— maxio.com
We evaluate the software's ability to automate financial compliance and revenue recognition standards like ASC 606.
What We Found
Maxio excels at automating ASC 606 and IFRS 15 compliance, handling complex usage-based revenue recognition that spreadsheets cannot manage.
Score Rationale
This category scores 9.4 because it is a core differentiator, automating complex financial logic that is typically manual or requires separate specialized software.
Supporting Evidence
The platform is specifically designed to track and recognize unpredictable revenue from usage-based models. Maxio automates the tracking and recognition of unpredictable MRR by helping SaaS companies manage revenue fluctuations with greater precision.
— maxio.com
Maxio automates revenue recognition to ensure compliance with ASC 606 and IFRS 15 standards. Streamline ASC 606 and IFRS 15 compliance. Minimize manual errors, save time on month-end close, and approach audits with confidence.
— maxio.com
Listed in the company's integration directory, Maxio CPQ integrates with major CRM platforms.
— maxio.com
9.5
Category 6: Security, Compliance & Data Protection
What We Looked For
We verify the presence of critical security certifications and compliance standards relevant to financial data.
What We Found
Maxio maintains a comprehensive security profile with SOC 1 Type 2, SOC 2 Type 2, ISO 27001 certifications, and PCI DSS Level 1 compliance.
Score Rationale
A near-perfect score of 9.5 is justified by the presence of every major financial security certification expected for an enterprise billing platform.
Supporting Evidence
The platform is a PCI Level 1 Service Provider, the highest level of certification for payment processors. Maxio operates as a PCI Level 1 Service Provider, meaning we maintain the highest level of certification.
— maxio.com
Maxio is certified for ISO 27001 and maintains SOC 1 and SOC 2 Type 2 reports. Compliance Reports. 2024 Maxio SOC 1 Type 2... 2024 Maxio SOC 2 Type 2... 2025 Maxio ISO 27001 Certificate.
— trust.maxio.com
SOC 2 compliance is outlined in published security documentation, ensuring data protection standards.
— maxio.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Recent reviews indicate inconsistent customer support quality, with some users reporting slow response times or unresolved issues.
Impact: This issue caused a significant reduction in the score.
Implementation is described by some users as a 'heavy lift' or 'technical,' often requiring dedicated resources or external consultants, contrary to expectations of a simple setup.
Impact: This issue caused a significant reduction in the score.
Users frequently cite 'poor reporting' capabilities as a limitation, often noting the need for external data manipulation or SQL knowledge to generate necessary custom reports.
Impact: This issue caused a significant reduction in the score.
DealHub CPQ is a SaaS solution that streamlines the sales process for SaaS companies. It enables salespeople to efficiently configure products, determine prices, and produce quotes, addressing the unique needs of the SaaS industry, including complex pricing models and multi-tiered product configurations.
DealHub CPQ is a SaaS solution that streamlines the sales process for SaaS companies. It enables salespeople to efficiently configure products, determine prices, and produce quotes, addressing the unique needs of the SaaS industry, including complex pricing models and multi-tiered product configurations.
RAPID QUOTE CREATION
MULTI-TIERED CONFIGURATIONS
Best for teams that are
Mid-market to enterprise SaaS companies seeking agile, no-code setup
HubSpot and Dynamics 365 users needing deep native integration
Sales teams wanting a unified DealRoom for quotes and contracts
Skip if
Field sales teams requiring a native mobile app with offline access
Heavy manufacturing industries with complex engineering constraints
Very small businesses needing only basic document generation
Expert Take
Our analysis shows DealHub stands out by unifying CPQ, CLM, and subscription billing into a single 'Quote-to-Revenue' platform, effectively eliminating the data silos often found between sales and finance. Research indicates it offers a significantly faster time-to-value than legacy competitors, with documented implementation times averaging weeks rather than months. Additionally, the inclusion of Digital DealRooms transforms the buyer experience from a static PDF to an interactive collaboration space, which is a distinct advantage in the market.
Pros
Unified Quote-to-Revenue platform
Rapid implementation (avg. 6 weeks)
No-code configuration for Sales Ops
Native Salesforce & HubSpot integration
Digital DealRoom buyer experience
Cons
Pricing is not publicly available
Steep learning curve for administrators
Reporting capabilities can be limited
Limited customization for bespoke needs
Smaller ecosystem than Salesforce CPQ
This score is backed by structured Google research and verified sources.
Overall Score
9.7/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in CPQ (Configure Price Quote) Software for SaaS Companies. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.2
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of features from quoting to billing, including support for complex pricing models, subscription management, and document generation.
What We Found
DealHub offers a unified 'Quote-to-Revenue' platform that combines CPQ, CLM, subscription management, and billing in one system, supporting complex usage-based and hybrid pricing models without custom code.
Score Rationale
The score is high because the platform unifies typically disparate systems (CPQ, CLM, Billing) into a single data model, though it may lack the extreme customization of code-heavy enterprise legacy tools.
Supporting Evidence
The platform supports complex monetization models including subscriptions, usage-based pricing, milestone billing, and hybrid structures. DealHub supports every monetization model modern businesses require: subscriptions, usage-based pricing, milestone billing, prepaid credits, committed spend, and hybrid structures
— cpq-integrations.com
DealHub anchors a comprehensive Quote-to-Revenue platform that unifies CPQ, contract lifecycle management (CLM), eSignature, subscription billing, usage metering, and automated revenue recognition. DealHub CPQ anchors a comprehensive Quote-to-Revenue platform that unifies CPQ, contract lifecycle management (CLM), eSignature, subscription billing, usage metering, and automated revenue recognition in a single system.
— cpq-integrations.com
Documented in official product documentation, DealHub CPQ supports complex pricing models and multi-tiered configurations, crucial for SaaS companies.
— dealhub.io
9.0
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for industry awards, user review rankings, compliance certifications, and adoption by reputable enterprise customers.
What We Found
DealHub is consistently rated a 'High Performer' in G2 reports, counts major tech companies like Gong and Intuit as customers, and maintains SOC 1, SOC 2, and GDPR compliance.
Score Rationale
The score reflects strong market validation and trust from high-growth tech companies, although its market share is smaller than legacy giants like Salesforce.
Supporting Evidence
The platform is trusted by global leaders including Intuit, Gong, Kore.ai, SpotOn, and Braze. DealHub is trusted by global leaders, including Intuit, Gong, Kore.ai, SpotOn, and Braze.
— g2.com
DealHub achieved High Performer designation in G2 Grid Reports for CPQ, Contract Management, and Proposal Software. DealHub achieved High Performer designation in each of the following product categories: CPQ; Contract Management; Proposal Software
— dealhub.io
8.9
Category 3: Usability & Customer Experience
What We Looked For
We assess the ease of use for both sales reps and administrators, focusing on interface design and the 'no-code' promise.
What We Found
Users frequently cite the platform as intuitive and easy to use, with G2 ranking it as the 'easiest to use' CPQ, though some administrators note a learning curve for complex logic setup.
Score Rationale
The score is anchored by its 'no-code' architecture which is superior to legacy tools, but slightly impacted by reports of complexity during the initial configuration phase.
Supporting Evidence
The platform features a no-code environment allowing sales operations to manage updates without IT assistance. Choose one with a no-coding environment like DealHub so sales operations can have it up and running... without adding more to the IT 'to-do list'.
— dealhub.io
G2 Crowd ranked DealHub as 'easiest to use' CPQ software. Learn why G2 Crowd ranked DealHub as “easiest to use” CPQ software.
— dealhub.io
Requires training to fully utilize, as outlined in the product's onboarding resources.
— dealhub.io
8.2
Category 4: Value, Pricing & Transparency
What We Looked For
We look for public pricing availability, clear tier structures, and total cost of ownership relative to competitors.
What We Found
Pricing is not publicly listed and requires a quote, but the solution is generally positioned as having a lower total cost of ownership (TCO) than Salesforce CPQ due to reduced implementation costs.
Score Rationale
The score is lower because pricing is opaque (hidden behind 'contact us'), but the value proposition is strong due to reduced implementation services spend.
Supporting Evidence
DealHub prioritizes lower total cost of ownership compared to Salesforce CPQ. DealHub CPQ prioritizes speed, automation, and unified revenue operations with fast implementation and lower total cost of ownership.
— cpq-integrations.com
Pricing is available upon request and includes three plans: CPQ+, CPQ + CLM, and Quote-to-Revenue. Pricing is available upon request, but DealHub offers three plans: CPQ+ ... CPQ + CLM ... Quote-to-Revenue
— cpq-integrations.com
Pricing requires custom quotes, limiting upfront cost visibility, as noted on the product's pricing page.
— dealhub.io
8.8
Category 5: Implementation Speed & Time-to-Value
What We Looked For
We examine the quality and depth of native integrations with major CRMs and ERPs.
What We Found
DealHub offers native, seamless integrations with Salesforce, HubSpot, and Microsoft Dynamics 365, ensuring data synchronization without complex middleware.
Score Rationale
The score is strong due to deep native support for the 'Big 3' CRMs, though it may not have the massive third-party app marketplace of a platform like Salesforce.
Supporting Evidence
The integration allows for real-time data sync and automated downstream processes like cost modeling. DealHub integrates seamlessly with our CRM and external systems through APIs and connectors, enabling real-data sync
— gartner.com
DealHub integrates natively with Salesforce, Microsoft Dynamics 365, and HubSpot. DealHub CPQ integrates seamlessly with Salesforce, Microsoft Dynamics 365, HubSpot, Freshworks, and other CRMs via API
— dealhub.io
Hopin achieved a full CPQ implementation in just 2 weeks. Hopin achieves a full CPQ implementation in 2-weeks with DealHub
— dealhub.io
DealHub can be implemented in as little as 6 weeks, with some case studies showing 2 weeks. In practice, this approach allows organizations to move from initial setup to full go-live in as little as six weeks.
— crmsoftwareblog.com
Listed in the company's integration directory, DealHub CPQ offers native integration with Salesforce CRM.
— dealhub.io
9.1
Category 6: Security, Compliance & Data Protection
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
SOC 2 compliance outlined in published security documentation, ensuring data protection standards.
— dealhub.io
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Customization options are described as limited by some users who require highly bespoke features that might be available in code-heavy platforms.
Impact: This issue had a noticeable impact on the score.
Users report a steep learning curve for administrators during initial configuration despite 'no-code' claims, noting that complex business logic still requires deep understanding.
Impact: This issue caused a significant reduction in the score.
Salesforce CPQ is a comprehensive Configure, Price, Quote software specifically tailored for SaaS companies. It simplifies the complex process of creating quotes, pricing them accurately, and routing them for approvals, thereby speeding up the sales cycle and reducing errors.
Salesforce CPQ is a comprehensive Configure, Price, Quote software specifically tailored for SaaS companies. It simplifies the complex process of creating quotes, pricing them accurately, and routing them for approvals, thereby speeding up the sales cycle and reducing errors.
SEAMLESS CRM INTEGRATION
ADVANCED CUSTOMIZATION
Best for teams that are
Current Salesforce CRM customers requiring seamless native integration
Enterprises managing complex subscription or usage-based pricing models
Sales teams needing to automate complex renewals and amendments
Skip if
Small businesses with limited budgets or simple quoting needs
Organizations not using Salesforce Sales Cloud as their primary CRM
Teams requiring a rapid, low-complexity implementation
Expert Take
Our analysis shows that Salesforce CPQ remains the gold standard for B2B enterprises already using Sales Cloud, offering unmatched native integration that eliminates data silos. Research indicates its 'Guided Selling' and subscription management features are particularly powerful for reducing quote errors and automating renewals. However, potential buyers must be aware that the product line is transitioning, with the legacy managed package entering 'End of Sale' in favor of the more robust Revenue Cloud architecture.
Pros
Native Salesforce integration (no data silos)
Robust subscription & renewal automation
Gartner Magic Quadrant Leader
Massive partner & app ecosystem
Advanced guided selling logic
Cons
Legacy package is End-of-Sale
Steep learning curve for admins
High implementation & consulting costs
Performance lags with large quotes
Mobile app feature limitations
This score is backed by structured Google research and verified sources.
Overall Score
9.5/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in CPQ (Configure Price Quote) Software for SaaS Companies. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.3
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of configuration logic, pricing flexibility, and quote generation features for complex B2B sales cycles.
What We Found
Salesforce CPQ offers industry-leading capabilities for complex product bundling, multi-dimensional quoting, and automated renewals, supported by a native 'guided selling' engine.
Score Rationale
The product scores exceptionally high due to its robust handling of complex subscription models and nested bundles, though it is transitioning toward Revenue Cloud for advanced lifecycle management.
Supporting Evidence
Provides 'Guided Selling' prompts to help sales reps select the correct products based on customer needs. Guided selling uses carefully crafted prompts to 'guide' sales reps step-by-step down the path to purchase.
— kbmax.com
Includes native features for subscription management, automating renewal opportunities and contract amendments. Salesforce CPQ simplifies the full subscription lifecycle—from quoting to auto-renewals.
— minusculetechnologies.com
Supports complex multi-layered bundles, constraint-based logic, and dynamic pricing rules to prevent configuration errors. Salesforce CPQ simplifies the creation of complex product offerings using a powerful configurator that enforces rules and dependencies.
— getgenerative.ai
Extensive customization options outlined in Salesforce's official documentation.
— help.salesforce.com
Advanced pricing functionality, including volume discounts, documented in product features.
— salesforce.com
9.5
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess market leadership, analyst rankings, and adoption rates among enterprise organizations.
What We Found
Salesforce is a perennial Leader in the Gartner Magic Quadrant for CPQ and Sales Force Automation, with a massive ecosystem and high adoption across global enterprises.
Score Rationale
The score reflects its dominant market position and consistent recognition as a Leader by major analyst firms like Gartner, reinforcing its status as a safe, standard choice for enterprises.
Supporting Evidence
Salesforce Sales Cloud, the platform CPQ is built on, has been a Gartner Leader for 18 consecutive years. Salesforce's Sales Cloud has been recognized as a Leader in the Gartner Magic Quadrant for Sales Force Automation Platforms for the 18th consecutive year.
— salesforce.com
Recognized as a Leader in the Gartner Magic Quadrant for Configure, Price and Quote Application Suites. This year's leaders are: Tacton. SAP. Oracle. Bit2win. Infor. Salesforce CPQ.
— cxtoday.com
Named a Leader in Gartner's Magic Quadrant for CPQ Application Suites.
— gartner.com
8.2
Category 3: Usability & Customer Experience
What We Looked For
We examine user reviews regarding ease of use, implementation speed, and the learning curve for administrators and sales reps.
What We Found
While powerful, the platform is frequently cited for a steep learning curve, complex setup requirements, and a UI that can be overwhelming for non-technical users.
Score Rationale
The score is impacted by consistent user feedback regarding the difficulty of implementation and the need for specialized technical expertise to manage the system effectively.
Supporting Evidence
Reviews highlight that the UI can be unintuitive for non-technical users and customization can create technical debt. The UI isn't always intuitive for non-technical users, and customizing it can create technical debt if you're not careful.
— g2.com
Users report a steep learning curve and complex setup that often requires external experts. The difficult part about Salesforce Revenue Cloud is that it can be hard to set up and expensive... Needs experts to configure for your company.
— g2.com
8.0
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate pricing clarity, total cost of ownership, and the long-term viability of the investment.
What We Found
Pricing is publicly listed ($75/$150 user/mo), but the legacy managed package is now 'End of Sale' for new customers, creating significant long-term value concerns.
Score Rationale
The score is penalized significantly because the legacy CPQ managed package is in 'End of Sale' mode, forcing new customers toward the more complex Revenue Cloud architecture.
Supporting Evidence
Standard pricing is $75/user/month for CPQ and $150/user/month for CPQ Plus. CPQ Basic Plan... starts at $75 per user per month... CPQ Plus costs $150 per user per month.
— titandxp.com
Salesforce CPQ (legacy managed package) has entered 'End of Sale' for new customers, with innovation shifting to Revenue Cloud. Salesforce confirmed that its legacy Salesforce CPQ managed package entered End-of-Sale (EOS): No new licenses for the legacy managed package.
— servicepath.co
Pricing is available upon request, typical for enterprise solutions.
— salesforce.com
9.6
Category 5: Integrations & Ecosystem Strength
What We Looked For
We analyze the platform's ability to connect with CRM, ERP, and third-party tools within the Salesforce ecosystem.
What We Found
Being native to the Salesforce platform allows for seamless data flow between opportunities, quotes, and orders, supported by an unmatched AppExchange ecosystem.
Score Rationale
This is the product's strongest differentiator; its native architecture eliminates data silos common with third-party CPQ tools and ensures perfect alignment with Sales Cloud.
Supporting Evidence
The ecosystem offers extensive third-party add-ons for tax, e-signature, and price optimization. Salesforce CPQ's broad ecosystem, with many third-party add-on options for tax calculation, price optimization, sales compensation, and e-signatures.
— cxtoday.com
Native integration ensures quotes, opportunities, and billing live in one unified data model. Salesforce CPQ runs natively on Salesforce... Unified Data Model: Quotes, opportunities, and billing all live in one ecosystem.
— getgenerative.ai
Seamless integration with Salesforce CRM documented in integration guides.
— help.salesforce.com
8.8
Category 6: Scalability & Performance
What We Looked For
We assess the system's ability to handle large product catalogs, complex rules, and high transaction volumes.
What We Found
While highly scalable for most enterprises, the legacy managed package has documented performance limitations with massive quote lines, which Revenue Cloud aims to address.
Score Rationale
Scores well for general enterprise use, but is not a perfect 10 due to known 'governor limit' issues in the legacy package that require the newer Revenue Cloud architecture to solve.
Supporting Evidence
Revenue Cloud (the successor) is built on Salesforce Core to offer better performance and scalability than the managed package. RLM: Built natively on Salesforce's core platform, RLM offers better performance, supports higher transaction volumes.
— dkloudconsulting.com
Traditional CPQ can struggle with large product catalogs and high transaction volumes, leading to performance bottlenecks. Scalability challenges: As organizations grow, CPQ systems may struggle with large product catalogs and high transaction volumes.
— salesforceben.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
The legacy managed package can experience performance degradation (slow load times) when processing quotes with a very large number of line items or complex rules.
Impact: This issue caused a significant reduction in the score.
Users consistently report a steep learning curve and high implementation complexity, often requiring expensive external consultants to configure correctly.
Impact: This issue caused a significant reduction in the score.
The legacy Salesforce CPQ managed package is officially 'End of Sale' for new customers, meaning no new features will be developed, and users are being pushed to the newer Revenue Cloud.
Impact: This issue resulted in a major score reduction.
Oracle CPQ is a cloud-based software solution designed to streamline and automate the configuration, pricing, and quoting process for SaaS companies. Its advanced features allow businesses to create accurate and professional quotes, ensuring they provide the right mix of products or services to the clients, thereby enhancing sales productivity and improving profit margins.
Oracle CPQ is a cloud-based software solution designed to streamline and automate the configuration, pricing, and quoting process for SaaS companies. Its advanced features allow businesses to create accurate and professional quotes, ensuring they provide the right mix of products or services to the clients, thereby enhancing sales productivity and improving profit margins.
AUTOMATED QUOTING
HIGH CUSTOMER SATISFACTION
Best for teams that are
Large enterprises with highly complex configuration and pricing rules
Industrial manufacturers requiring deep ERP and supply chain integration
Organizations processing high volumes of quotes with intricate logic
Skip if
Small to mid-sized businesses due to high cost and implementation complexity
Teams requiring a quick deployment (implementations often take 6-9 months)
Companies with simple product catalogs and standard pricing models
Expert Take
Our analysis shows that Oracle CPQ stands out for its ability to handle 'Asset-Based Ordering' and complex product hierarchies that cause lighter-weight CPQ tools to fail. Research indicates it is the go-to solution for large enterprises with complicated manufacturing or subscription needs, bridging the gap between CRM and ERP with proven scalability for 10,000+ users.
Pros
Handles massive complexity and 10,000+ users
Native Asset-Based Ordering (ABO) capabilities
Seamless Salesforce and Oracle ERP integration
Transparent public pricing list available
AI-driven pricing and deal intelligence
Cons
Steep learning curve for administrators
Minimum 3-year contract commitment
High implementation complexity and cost
Interface can feel outdated to users
Requires technical expertise to maintain
This score is backed by structured Google research and verified sources.
Overall Score
9.5/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in CPQ (Configure Price Quote) Software for SaaS Companies. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.2
Category 1: Product Capability & Depth
What We Looked For
We evaluate the software's ability to handle complex configurations, pricing rules, and asset management without requiring excessive customization.
What We Found
Oracle CPQ excels in managing complex bills of materials (BOMs), Asset-Based Ordering (ABO), and subscription management, supporting intricate product hierarchies that overwhelm simpler tools.
Score Rationale
The score reflects its status as a market leader for complex manufacturing and service use cases, specifically its native ability to handle Asset-Based Ordering and 10,000+ user deployments.
Supporting Evidence
It is capable of handling deployments with over 10,000 users, supporting enterprise-scale operations where other solutions may falter. Oracle's track record in large deployments, with over ten implementations serving 10,000 users or more – highlighting its capacity to support enterprise-scale operations.
— cxtoday.com
The platform includes AI-driven deal management and price optimization features to guide sales reps toward optimal pricing. Equip your sellers with instant, accurate pricing recommendations built directly into their workflow. Oracle CPQ can help your teams manage discounting, promotions, and deal comparisons.
— oracle.com
Oracle CPQ supports Asset-Based Ordering (ABO), allowing users to modify, renew, terminate, or upgrade existing assets and subscriptions directly within the quoting engine. Asset based ordering lets you sell tangible assets or subscription services delivered over a period of time... These include the following: Modify, Renew, Terminate, Suspend, Resume, Upgrade.
— docs.oracle.com
Automated quote generation features outlined in Oracle's product overview.
— oracle.com
Advanced configuration capabilities documented in Oracle's official product documentation.
— oracle.com
9.4
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's industry standing, analyst recognition, and history of stability in the enterprise software market.
What We Found
Oracle is a consistent Leader in the Gartner Magic Quadrant for CPQ and ERP, with a massive global install base and a history dating back to the acquisition of BigMachines.
Score Rationale
The product consistently achieves 'Leader' status in major analyst reports (Gartner, Forrester) and serves some of the largest global enterprises, justifying a near-perfect credibility score.
Supporting Evidence
Oracle CPQ is recognized for supporting 22 languages and having a huge global base of sellers. Oracle boasts a huge global base of sellers and services, supporting 22 languages, which Gartner commends.
— cxtoday.com
Oracle was named a Leader in the 2023 Gartner Magic Quadrant for CPQ Applications. This year's leaders are: Tacton; SAP; Oracle; Bit2win; Infor; Salesforce CPQ.
— cxtoday.com
Recognized by Gartner as a leader in the Magic Quadrant for CPQ Application Suites.
— gartner.com
8.2
Category 3: Usability & Customer Experience
What We Looked For
We analyze user feedback regarding ease of use, interface design, and the learning curve for new administrators and sales reps.
What We Found
While powerful, the platform is frequently cited for having a steep learning curve and a complex setup process that often requires specialized technical expertise.
Score Rationale
The score is impacted by consistent user reports of complexity and a 'steep learning curve,' making it less accessible than lighter-weight alternatives without significant training.
Supporting Evidence
Some users describe the interface as outdated compared to modern SaaS competitors. However, some users note a steep learning curve, outdated interface, and limitations in reporting and data access.
— saasworthy.com
Users consistently report a steep learning curve and find the configuration complexity challenging without prior experience. Users find the steep learning curve of Oracle CPQ challenging, making it difficult to master the system efficiently.
— g2.com
Seamless integration with CRM and ERP systems documented in Oracle's integration directory.
— oracle.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We examine public pricing availability, contract terms, and the balance between cost and enterprise-grade features.
What We Found
Oracle provides public list pricing ($240/user/month) which is rare for enterprise software, but enforces rigid minimum contract terms.
Score Rationale
The transparency of publishing a price list is excellent, but the high per-user cost and strict 3-year minimum contract term limit flexibility for some buyers.
Supporting Evidence
Oracle requires a minimum contract term of three years for initial CPQ subscriptions. Initial quotes for CPQ subscriptions require a minimum three year contract term. Approval is required for terms other then three years.
— oracle.com
The base subscription price is listed publicly at $240.00 per Hosted Named User per month. Oracle CPQ Cloud Service... 240.00 Monthly Hosted Named User
— oracle.com
We evaluate the depth of connectors for CRM and ERP systems, particularly Salesforce and Oracle's own suite.
What We Found
The platform offers a robust, pre-built connector for Salesforce and native integration with Oracle ERP/CX, bridging the gap between front-office and back-office systems.
Score Rationale
The existence of a dedicated 'Oracle CPQ Connector for Salesforce' alongside native Oracle integrations ensures it fits seamlessly into the most common enterprise tech stacks.
Supporting Evidence
The solution integrates natively with Oracle Subscription Management Cloud to handle complex billing and renewals. Its integration with Oracle Subscription Management Cloud is critical here.
— cxtoday.com
Oracle provides a managed package connector for Salesforce that allows users to create quotes directly within the Salesforce interface. Install the Oracle CPQ Connector for Salesforce, a managed package from Oracle that integrates seamlessly with your Salesforce environment.
— thesalesforcefirst.com
Integration with Oracle's suite of applications enhances ecosystem strength.
— oracle.com
9.3
Category 6: Enterprise Scalability & Performance
What We Looked For
We look for evidence of the system's ability to handle massive user counts, complex product rules, and high transaction volumes.
What We Found
Oracle CPQ is architected for massive scale, with documented success in deployments exceeding 10,000 users and replacing other 'market leaders' that failed at scale.
Score Rationale
This is the product's standout differentiator; it is proven to handle complexity and volume that causes other CPQ solutions to fail, justifying a top-tier score.
Supporting Evidence
Oracle CPQ supports over ten implementations that serve 10,000 users or more. Oracle's track record in large deployments, with over ten implementations serving 10,000 users or more
— cxtoday.com
A global power generation manufacturer replaced a competitor's solution with Oracle CPQ after the competitor failed to handle the complexity and scale. A leader in power generation products selected the CPQ vendor... only to discover over a two year period that the vendor was unable to accommodate the level of complexity required... This customer reached out to Oracle and began their transition to Oracle CPQ.
— oracle.com
Strong customer support and training resources available through Oracle's support portal.
— oracle.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Some users and reviews cite the user interface as being outdated compared to modern, cloud-native competitors.
Impact: This issue had a noticeable impact on the score.
NetSuite CPQ is a robust tool that streamlines the sales process for SaaS companies, enabling them to swiftly configure, price, and quote products and services with accuracy and consistency. It caters specifically to the needs of SaaS firms, reducing sales cycle times, minimizing errors, and enhancing customer satisfaction.
NetSuite CPQ is a robust tool that streamlines the sales process for SaaS companies, enabling them to swiftly configure, price, and quote products and services with accuracy and consistency. It caters specifically to the needs of SaaS firms, reducing sales cycle times, minimizing errors, and enhancing customer satisfaction.
ERROR-FREE PRICING
STREAMLINED SALES PROCESS
Best for teams that are
NetSuite ERP users needing a unified quote-to-cash workflow
Manufacturers requiring automatic generation of BOMs and routing
Wholesale distributors managing complex inventory and pricing rules
Skip if
Businesses not currently using or planning to use NetSuite ERP
Companies seeking a standalone CPQ solution agnostic of backend systems
Simple service-based businesses that do not need manufacturing logic
Expert Take
Our analysis shows NetSuite CPQ is uniquely powerful for manufacturers already in the NetSuite ecosystem. Unlike standalone CPQ tools that merely sync data, this solution natively generates manufacturing artifacts like Bills of Materials (BOMs) and Routings directly from the sales configuration. Research indicates this seamless handoff from 'Quote' to 'Work Order' eliminates the data silos and integration costs typically associated with third-party CPQ software.
Pros
Native NetSuite integration (no middleware)
Dynamic BOM and Routing generation
3D product visualization capabilities
Seamless flow to Work Orders
Guided selling with ecommerce-like UI
Cons
Steep learning curve for admins
UI described as dated/non-intuitive
Requires JavaScript for advanced logic
Opaque pricing with renewal hikes
Complex implementation process
This score is backed by structured Google research and verified sources.
Overall Score
9.4/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in CPQ (Configure Price Quote) Software for SaaS Companies. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.9
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of configuration features, rule logic, and ability to handle complex product structures without excessive custom coding.
What We Found
NetSuite CPQ excels in manufacturing-specific capabilities like dynamic BOM and routing generation, though some basic field validations require scripting.
Score Rationale
The score is high due to advanced manufacturing features and 3D visualization, but held back slightly by the reliance on SuiteScript for standard validations.
Supporting Evidence
Users have reported that basic features like required fields and data validation sometimes require writing JavaScript (SuiteScript) rather than simple configuration. No defaulting of values without writing lots of JS. No concept of required fields. No concept of data validation.
— reddit.com
The solution includes a Proposal Generator that allows sales reps to create branded, customizable proposals directly within the system. NetSuite CPQ Proposal Generator helps sales teams quickly create customized business documents—such as quotes and proposals—for configured items
— docs.oracle.com
NetSuite CPQ dynamically generates bills of materials (BOM) and routings based on configuration logic, automating the transition from sales to production. Dynamically create a bill of materials and routings based on built-in business logic in the NetSuite CPQ rules engine
— netsuite.com
Seamless integration with NetSuite ERP allows real-time data utilization for accurate quoting.
— netsuite.com
Advanced pricing rules and discounting policies documented in product specifications enhance flexibility for SaaS firms.
— netsuite.com
9.3
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's market standing, stability, and the maturity of the underlying technology stack.
What We Found
Backed by Oracle and built on the acquired Verenia CPQ architecture, the product has strong enterprise pedigree and stability.
Score Rationale
The acquisition of Verenia (a mature CPQ player) combined with Oracle's massive resources ensures high stability and long-term support.
Supporting Evidence
NetSuite is used by more than 40,000 organizations worldwide, providing a massive user base and ecosystem. NetSuite is trusted by more than 40,000 customers.
— netsuite.com
Oracle acquired Verenia's NetSuite CPQ business in 2022 to provide native CPQ functionality to NetSuite customers. On January 4, 2022, Oracle announced that it has entered into an agreement to acquire Verenia's NetSuite CPQ business.
— oracle.com
NetSuite is recognized as a leader in ERP solutions, enhancing the credibility of its CPQ offering.
— gartner.com
8.2
Category 3: Usability & Customer Experience
What We Looked For
We look for intuitive interfaces, ease of navigation, and the quality of the user journey for both admins and sales reps.
What We Found
While powerful, the interface is frequently described as dated or non-intuitive, with a steep learning curve for administrators.
Score Rationale
This category scores lower than others due to consistent user feedback regarding a 'dated' UI and complex implementation requirements.
Supporting Evidence
The Guided Selling feature offers an ecommerce-like catalog experience to simplify product selection for users. NetSuite CPQ solution offers guided selling capability, providing an ecommerce-like catalog experience and powerful filtering tools
— netsuite.com
Users have described the user interface as not intuitive and feeling dated, leading to a steep learning curve. The UI feels dated and sometimes not intuitive. ... steep learning curve as user interface is not intuitive
— gartner.com
Requires training for optimal use, as outlined in user documentation, indicating a learning curve for new users.
— netsuite.com
8.6
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate pricing clarity, total cost of ownership, and the balance between cost and feature set.
What We Found
Pricing is opaque and follows a 'cost plus' model, though the native integration offers value by eliminating third-party connector costs.
Score Rationale
The score reflects the high value of a native solution, offset by the lack of public pricing and reports of significant renewal cost increases.
Supporting Evidence
Users have reported significant price increases upon contract renewal, sometimes exceeding 100%. Big increase in price when it's time to renew the contract. Sometimes over 100% increase in pricing!
— abouttmc.com
NetSuite operates on a subscription model with costs for the core platform, users, and optional modules like CPQ. Your license is made up of three main components: core platform, optional modules and the number of users.
— netsuite.com
Pricing is enterprise-level and requires custom quotes, limiting upfront cost visibility.
— netsuite.com
We assess the depth of integration with the core ERP/CRM platform and the availability of third-party connections.
What We Found
Being 100% native to NetSuite eliminates data silos and synchronization errors common with third-party CPQ tools.
Score Rationale
The native architecture ensures seamless data flow for inventory and pricing, justifying a high score for ecosystem strength.
Supporting Evidence
Because it resides in the Oracle Cloud and is native, no integration or third-party software is needed for NetSuite customers. Because Verenia for NetSuite is 100% NetSuite native and resides in the Oracle Cloud, no integration or third-party software is needed.
— sourceforge.net
NetSuite CPQ is unified natively with NetSuite ERP, CRM, and ecommerce solutions, using the same pricing and inventory data. NetSuite's configure, price, quote (CPQ) solution is unified natively with NetSuite ERP, CRM and ecommerce solutions
— netsuite.com
NetSuite CPQ Manufacturing extends functionality to create work orders based on materials and routing steps defined in the configuration. NetSuite CPQ Manufacturing – Extends the functionality of NetSuite CPQ Configurator by letting you create work orders
— docs.oracle.com
The system dynamically creates bills of materials and routings based on business logic, delivering specific instructions for work orders. Dynamically create a bill of materials and routings based on built-in business logic in the NetSuite CPQ rules engine
— netsuite.com
Integration with NetSuite ERP enhances ecosystem strength, providing a unified platform for business operations.
— netsuite.com
9.0
Category 6: Security, Compliance & Data Protection
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Outlined in published security documentation, NetSuite CPQ adheres to industry-standard security protocols.
— netsuite.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Customer reviews indicate significant price hikes at renewal and a complex cost structure involving base, user, and module fees.
Impact: This issue caused a significant reduction in the score.
Users report that basic data validation and required field logic often require custom JavaScript (SuiteScript) rather than out-of-the-box configuration.
Impact: This issue caused a significant reduction in the score.
PROS Smart CPQ is a digitized catalog system, specifically designed for SaaS companies. It not only automates product configuration and pricing, but also ensures seamless integration with any channel, thus addressing the industry's need for efficient sales processes and customer relationship management.
PROS Smart CPQ is a digitized catalog system, specifically designed for SaaS companies. It not only automates product configuration and pricing, but also ensures seamless integration with any channel, thus addressing the industry's need for efficient sales processes and customer relationship management.
SAAS INDUSTRY OPTIMIZED
ENTERPRISE READY
Best for teams that are
Large enterprises using Microsoft Dynamics 365 with massive catalogs
Businesses needing AI-driven dynamic pricing and revenue optimization
Industries like airlines, cargo, and travel with volatile pricing
Skip if
Small businesses with simple pricing structures and limited budgets
Companies without a compatible enterprise CRM implementation
Teams that do not require algorithmic price optimization
Expert Take
Our analysis shows PROS Smart CPQ stands out for its ability to handle quotes with up to 100,000 line items without performance degradation, a capability verified by multiple sources. Research indicates it is the only independent solution named a Leader by both Gartner and Forrester, validating its market position. Based on documented features, its unique combination of constraints-based configuration and AI-driven price optimization makes it ideal for complex manufacturing and distribution enterprises.
Pros
Handles quotes with up to 100,000 line items
Native integration with Microsoft Dynamics 365
AI-driven price optimization and guidance
Transparent pricing ($60-$75/user/month)
Named Leader in 2025 Gartner Magic Quadrant
Cons
User interface described as outdated or utilitarian
Integration with non-standard ERPs can be difficult
Documentation reported as limited by some users
This score is backed by structured Google research and verified sources.
Overall Score
9.3/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in CPQ (Configure Price Quote) Software for SaaS Companies. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.4
Category 1: Product Capability & Depth
What We Looked For
We evaluate the software's ability to handle complex configurations, pricing rules, and large data volumes specific to enterprise needs.
What We Found
PROS Smart CPQ features a constraints-based engine capable of managing quotes with up to 100,000 line items and integrates AI-based price optimization.
Score Rationale
The product scores exceptionally high due to its documented ability to handle massive quote sizes and complex configurations that competitor tools often struggle with.
Supporting Evidence
It utilizes a constraints-based configuration engine to manage complex product rules and manufacturing bills of materials. Utilize a constraints-based configuration to define and price products for assemble-, configure-, and engineer-to-order selling workflows.
— pros.com
The solution supports quotes, bids, and RFPs with up to 100,000 line items without performance degradation. Create and manage large quotes, bids and RFPs efficiently with up to 100K line items.
— marketplace.microsoft.com
Automates product configuration and pricing, enhancing efficiency in sales processes as documented on the Microsoft Marketplace.
— marketplace.microsoft.com
9.5
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for industry recognition, analyst rankings, and public financial stability to ensure long-term vendor viability.
What We Found
PROS is a publicly traded company (NYSE: PRO) and has been named a Leader in the 2025 Gartner Magic Quadrant for CPQ Applications.
Score Rationale
Being named a Leader by major analyst firms like Gartner and Forrester, combined with its public market status, establishes the highest level of market credibility.
Supporting Evidence
PROS is the only independent software solution named a Leader in CPQ by both Gartner and Forrester. PROS is the only independent software solution to be named a 'Leader' in CPQ by both Gartner and Forrester.
— marketplace.microsoft.com
PROS was named a Leader in the 2025 Gartner Magic Quadrant for Configure, Price and Quote Applications. PROS is excited to announce our recognition as a Leader in the 2025 Gartner Magic Quadrant for Configure, Price and Quote (CPQ) Applications
— pros.com
Listed on Microsoft Marketplace, indicating a trusted integration with a leading CRM platform.
— marketplace.microsoft.com
8.4
Category 3: Usability & Customer Experience
What We Looked For
We assess the user interface modernity, ease of learning, and overall user satisfaction with the workflow.
What We Found
While powerful, the interface is described as 'utilitarian' or 'outdated' compared to modern alternatives, and users report a steep learning curve.
Score Rationale
The score is impacted by documented user feedback regarding an outdated user interface and the technical expertise required to master the system.
Supporting Evidence
Reviews indicate a difficult learning process, particularly when adapting to advanced features. Users face a difficult learning process with PROS, particularly when adapting to its advanced features and integrations.
— g2.com
Users have noted that the user interface can feel less modern and more utilitarian than competitors. The user interface can feel more “utilitarian” and less modern than its competitors.
— scmgalaxy.com
May require training for optimal use, as noted in the product description on Microsoft Marketplace.
— marketplace.microsoft.com
8.9
Category 4: Value, Pricing & Transparency
What We Looked For
We look for clear, published pricing models and evidence of ROI for the features provided.
What We Found
PROS publishes clear per-user pricing for its editions ($60 and $75/month), which is rare for enterprise CPQ, though implementation costs can be high.
Score Rationale
The high score reflects the exceptional transparency of publishing exact per-user pricing on their website, a practice often avoided by enterprise software vendors.
Supporting Evidence
PROS Smart CPQ Advantage is priced at $75 per user per month. PROS Smart CPQ Advantage. $75/per user per month.
— pros.com
PROS Smart CPQ Essentials is priced at $60 per user per month. PROS Smart CPQ Essentials. $60/per user per month.
— pros.com
Enterprise pricing model available, requiring custom quotes for tailored solutions.
— marketplace.microsoft.com
9.0
Category 5: Scalability & Performance
What We Looked For
We examine the depth of native integrations with major CRMs and ERPs, specifically Microsoft Dynamics 365.
What We Found
PROS offers native, out-of-the-box integration with Microsoft Dynamics 365 and Salesforce, and is designed to be CRM-agnostic.
Score Rationale
The score reflects the strategic strength of having deep, native integrations with the two largest CRM platforms (Microsoft and Salesforce) simultaneously.
Supporting Evidence
It is designed to be CRM-agnostic, supporting both Salesforce and Microsoft simultaneously. PROS Smart CPQ can integrate and support both Salesforce and Microsoft simultaneously
— pros.com
The solution provides out-of-the-box integration with Microsoft Dynamics 365. Delivered exclusively on Microsoft Azure, the out-of-box integration with Microsoft Dynamics 365 enables you to accelerate the delivery of your quote-to-cash strategy.
— marketplace.microsoft.com
It manages large quotes with over 2,000 line items with no performance degradation. Manage large quotes with over 2000 line items with no performance degradation.
— pros.com
The platform supports large bids and RFPs with up to 100,000 line items. Create and manage large quotes, bids and RFPs efficiently with up to 100K line items.
— marketplace.microsoft.com
Supports multi-channel integration, enhancing sales operations across different platforms.
— marketplace.microsoft.com
9.3
Category 6: Industry Leadership & Innovation
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Optimized for the SaaS industry, providing tailored solutions for complex sales processes.
— marketplace.microsoft.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Users report a difficult learning process when adapting to advanced features and integrations.
Impact: This issue had a noticeable impact on the score.
In evaluating CPQ (Configure Price Quote) software for SaaS companies, key factors considered include product specifications, features, customer reviews, ratings, and overall value proposition. Specific considerations important to this category include integration capabilities with existing systems, scalability for varying business sizes, and the flexibility of pricing models to meet diverse customer needs. The research methodology focuses on a detailed comparison of product specifications, comprehensive analysis of customer feedback, and a thorough review of ratings across multiple platforms, leading to an objective determination of rankings based on value and performance metrics.
Overall scores reflect relative ranking within this category, accounting for which limitations materially affect real-world use cases. Small differences in category scores can result in larger ranking separation when those differences affect the most common or highest-impact workflows.
Verification
Products evaluated through comprehensive research and analysis of CPQ software features and performance metrics.
Rankings based on an extensive review of customer feedback and expert evaluations specific to SaaS companies.
Selection criteria focus on key attributes such as ease of integration, pricing flexibility, and user satisfaction in the CPQ software landscape.
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Score Breakdown
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Deep Research
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