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Want the full list? Check out our complete CPQ (Configure, Price, Quote) Software guide.

CPQ (Configure Price Quote) Software for SaaS Companies
Albert Richer

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.

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1
Expert Score
9.8 / 10
719
85
APPROVAL WORKFLOW MASTERY
COMPREHENSIVE WORKFLOW

Maxio CPQ

Maxio CPQ
View Website
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
  • Enterprises requiring complex engineering-to-order configurations

Expert Take

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
2
Expert Score
9.7 / 10
608
163
RAPID QUOTE CREATION
MULTI-TIERED CONFIGURATIONS

DealHub CPQ

DealHub CPQ
View Website
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
3
Expert Score
9.5 / 10
553
85
SEAMLESS CRM INTEGRATION
ADVANCED CUSTOMIZATION

Salesforce CPQ

Salesforce CPQ
View Website
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
4
Expert Score
9.5 / 10
570
157
AUTOMATED QUOTING
HIGH CUSTOMER SATISFACTION

Oracle Configure, Price, Quote

Oracle Configure, Price, Quote
View Website
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
5
Expert Score
9.4 / 10
658
117
ERROR-FREE PRICING
STREAMLINED SALES PROCESS

NetSuite CPQ Software

NetSuite CPQ Software
View Website
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
6
Expert Score
9.3 / 10
677
74
SAAS INDUSTRY OPTIMIZED
ENTERPRISE READY

PROS Smart CPQ for Dynamics 365

PROS Smart CPQ for Dynamics 365
View Website
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
  • Steep learning curve for advanced features
  • Complex implementation requiring technical expertise
  • Integration with non-standard ERPs can be difficult
  • Documentation reported as limited by some users

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
1 Maxio CPQ
Web-only No Contact for trial No Yes Email/Ticket only Not specified Salesforce, HubSpot, Microsoft 365 Yes Contact for pricing
2 DealHub CPQ
Web-only No Yes - 14 days Yes Yes Yes Not specified Salesforce, HubSpot, Microsoft 365 Yes Custom pricing
3 Salesforce CPQ
Yes No Contact for trial Yes Yes Yes SOC 2 Salesforce, Slack, Microsoft 365 Yes Contact for pricing
4 Oracle Configure, Price, Quote
Web-only No Contact for trial No Yes Email/Ticket only SOC 2 Oracle ERP, Salesforce, Microsoft 365 Yes Contact for pricing
5 NetSuite CPQ Software
Web-only No Contact for trial No Yes Email/Ticket only ISO 27001 NetSuite ERP, Salesforce, Microsoft 365 Yes Contact for pricing
6 PROS Smart CPQ for Dynamics 365
Web-only No Contact for trial No Yes Email/Ticket only Not specified Dynamics 365, Salesforce, Microsoft 365 Yes Contact for pricing
1

Maxio CPQ

Has Mobile App
Web-only
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, HubSpot, Microsoft 365
Supports SSO
Yes
Starting Price
Contact for pricing
2

DealHub CPQ

Has Mobile App
Web-only
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
Not specified
Popular Integrations
Salesforce, HubSpot, Microsoft 365
Supports SSO
Yes
Starting Price
Custom pricing
3

Salesforce CPQ

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
SOC 2
Popular Integrations
Salesforce, Slack, Microsoft 365
Supports SSO
Yes
Starting Price
Contact for pricing
4

Oracle Configure, Price, Quote

Has Mobile App
Web-only
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
SOC 2
Popular Integrations
Oracle ERP, Salesforce, Microsoft 365
Supports SSO
Yes
Starting Price
Contact for pricing
5

NetSuite CPQ Software

Has Mobile App
Web-only
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
ISO 27001
Popular Integrations
NetSuite ERP, Salesforce, Microsoft 365
Supports SSO
Yes
Starting Price
Contact for pricing
6

PROS Smart CPQ for Dynamics 365

Has Mobile App
Web-only
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
Dynamics 365, Salesforce, Microsoft 365
Supports SSO
Yes
Starting Price
Contact for pricing

Similar Categories

How We Rank Products

Our Evaluation Process

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

0.0 / 10

What This Award Means