Salesforce CPQ Alternatives

Key Features

No-Code Configuration and Fast Deployment

DealHub deploys in weeks, not months. Its no-code interface lets RevOps teams configure pricing rules, billing logic, and workflows without Salesforce admins or developers. Updates happen instantly without release cycles or technical dependencies—a major difference from Salesforce CPQ’s heavy configuration requirements.

CRM-Agnostic Integration

Unlike Salesforce CPQ, which locks you into the Salesforce ecosystem, DealHub integrates natively with Salesforce, HubSpot, Microsoft Dynamics 365, and other leading CRMs. If you ever need to switch or support multiple CRMs, DealHub moves with you.

Unified Subscription Billing and Revenue Recognition

DealHub includes subscription billing, real-time consumption metering, and ASC 606/IFRS 15 automated revenue recognition out of the box. With Salesforce CPQ, you’ll need to purchase and integrate separate tools like Salesforce Billing (additional cost) and third-party revenue recognition solutions, adding complexity and integration overhead.

Real-Time Consumption Metering

DealHub’s metering infrastructure processes millions of usage events daily across any metric—compute, API calls, storage, tokens, or custom dimensions. The flexible rating engine handles tiered pricing, prepaid credits, committed spend, and overages automatically. Salesforce CPQ requires extensive custom development or third-party solutions for consumption billing.

Interactive DealRoom Sales Experience

DealHub’s DealRoom creates interactive digital sales rooms where buyers review proposals, collaborate with sales, explore pricing scenarios, and sign contracts—all in one branded space. Salesforce CPQ generates static PDF quotes that feel outdated compared to modern B2B buying expectations.

Best-in-Class AI Capabilities

DealHub embeds AI throughout the revenue lifecycle: natural language quote generation, intelligent pricing recommendations based on historical patterns, revenue analytics tracking ARR and consumption trends, and a Buyer Assistant that engages prospects with ROI calculators and case studies. Salesforce CPQ’s AI features are more limited and require Einstein licensing.

Comprehensive Pricing Engine

DealHub natively handles subscriptions, usage-based pricing, milestone billing, prepaid credits, committed spend, hybrid models, and complex amendments with automated proration and revenue recognition. Salesforce CPQ requires significant customization for anything beyond basic billing.

Guided Selling Workflows

DealHub’s intelligent configuration guides sales reps through product selection with dynamic questions, conditional logic, and smart filters that automatically hide irrelevant options. This reduces errors and accelerates quoting without requiring deep product expertise.

API-First Architecture

DealHub’s headless architecture and comprehensive REST APIs enable branded self-service portals, embedded pricing experiences, and integration with any system in your tech stack. The platform supports sales-led, product-led, and self-service revenue motions seamlessly.

Operational Benefits

Eliminates Revenue Leakage

DealHub’s unified platform ensures every quote converts cleanly into accurate invoices and proper revenue recognition. Salesforce CPQ’s disconnected approach (separate CPQ, Billing, and revenue tools) creates gaps where revenue can slip through.

Accelerates Sales Cycles

Guided selling, AI-powered quote generation, and automated workflows help teams generate quotes 50-90% faster than Salesforce CPQ’s more manual processes. DealRoom’s collaborative approach keeps deals moving without endless email chains.

Reduce Total Cost of Ownership

Eliminating separate billing and revenue recognition tools, reducing implementation timelines from months to weeks, and empowering business users to make changes without developers dramatically lowers TCO compared to Salesforce CPQ.

Scale Without Adding Headcount

As your product catalog grows and pricing models evolve, DealHub’s no-code approach lets you adapt quickly without proportional increases in RevOps headcount, unlike Salesforce CPQ, which typically requires dedicated admins and developers.

Improve Forecast Accuracy

Real-time visibility into ARR, consumption patterns, pipeline health, and renewal schedules—all from a unified data source—delivers more reliable forecasts than piecing together data from Salesforce CPQ, Billing, and external revenue tools.

Support Multiple GTM Motions

Whether you sell through enterprise sales, inside sales, channel partners, or self-service portals, DealHub supports every motion through one platform. Salesforce CPQ is built primarily for sales-led deals and struggles with product-led growth and self-service scenarios.

CRM Integrations

Key Features

Intuitive Quote Builder

PandaDoc CPQ combines simplicity and power with its drag-and-drop quote builder. Sales reps can quickly configure products, adjust quantities, and apply pricing or discount rules without IT or admin assistance. Templates and dynamic content blocks enable easy standardization of quotes while maintaining flexibility for various customers and deal types.

Automated Pricing and Product Catalog

Built-in product catalogs and dynamic pricing tables ensure quotes are always accurate and up to date. Pricing and discount data can be automatically pulled from your CRM or other connected systems, eliminating manual errors and ensuring consistency across all sales documents.

CRM Integration

PandaDoc integrates seamlessly with leading CRMs, including Salesforce, HubSpot, and Pipedrive, so reps can generate and send quotes directly from the CRM interface. Data flows automatically between systems, ensuring customer, product, and pricing information stays synchronized in real time.

Built-in eSignatures and Payments

Every quote comes ready to sign. PandaDoc’s native eSignature functionality allows customers to review, approve, and sign documents instantly, reducing friction and shortening deal cycles. It integrates with Stripe, Square, QuickBooks, FreshBooks, and PayPal so sales teams can collect payments directly from within the signed quote or proposal, accelerating cash flow and simplifying the buyer’s journey.

Analytics and Tracking

PandaDoc provides detailed engagement analytics, showing when recipients open, view, or interact with a quote. Sales reps can use these insights to follow up strategically, address hesitations, and close deals faster.

Self-Service Quoting Experience

Buyers can customize product quantities, add or remove features, and instantly see updated pricing within the same quote document. This self-service model empowers customers, reduces back-and-forth, and delivers a transparent buying experience.

Operational Benefits

Accelerates Sales Cycles

Automated workflows, CRM integration, and ready-to-send templates mean reps can generate professional, on-brand quotes in minutes. By cutting manual steps, PandaDoc shortens the quote-to-close process significantly.

Enhances Customer Experience

Quotes become interactive, visual, and collaborative. Clients can review, comment, sign, and pay all from a single link, creating a frictionless and transparent sales experience that builds trust.

Increases Accuracy and Consistency

Dynamic pricing tables, automated data pulls, and pre-approved templates ensure every quote adheres to company pricing policies and brand standards, reducing costly errors and rework.

Reduces Technology Costs

By combining quoting, eSignatures, document management, and payments into one solution, PandaDoc eliminates the need for multiple subscriptions or integrations, offering a cost-effective alternative to traditional CPQ platforms.

Boosts Cash Flow

By enabling instant payment upon quote acceptance, PandaDoc reduces average payment wait time to just two days. This improves revenue collection speed and shortens the overall sales cycle.

Provides Real-Time Insights

Analytics give sales managers visibility into document performance and buyer engagement, helping them identify hot leads and optimize follow-up strategies.

CRM Integrations

Key Features

Deep Oracle Ecosystem Integration

Oracle CPQ offers native integration with Oracle Fusion Cloud ERP, Oracle Sales, and NetSuite, enabling a frictionless flow of customer, pricing, and order data. This connectivity eliminates duplicate entry, ensures data consistency, and provides end-to-end visibility across the sales process—from initial quote to billing and fulfillment.

Advanced Product Configuration

With Oracle’s dynamic configuration engine, sales reps can build complex, multi-option product and service bundles with ease. Rules-based logic ensures only valid combinations are offered, minimizing configuration errors and maintaining margin protection.

AI-Driven Guided Selling

Oracle CPQ’s guided selling tools use AI and rule-based logic to lead sales reps through the optimal quoting path. The system recommends the right products, bundles, and upsell opportunities based on customer needs, helping reps create accurate and profitable proposals faster.

Pricing and Discount Optimization

Oracle CPQ simplifies even the most complex pricing structures with automated discounting, tiered pricing, and margin analysis. Built-in approval workflows enforce compliance with corporate pricing policies while giving managers control over special pricing and deal exceptions.

Subscription and Renewal Management

Ideal for SaaS and recurring-revenue businesses, Oracle CPQ automates subscription quoting, renewals, and amendments. It integrates with Oracle Subscription Management to ensure pricing consistency and smooth transitions across billing cycles.

Omnichannel and Partner Quoting

Oracle CPQ supports both direct and channel sales. Distributors, resellers, and partners can configure and price products through a branded portal, ensuring consistent pricing and a seamless experience across all sales channels.

Analytics and Performance Insights

Oracle CPQ includes powerful analytics and dashboards that give sales, finance, and operations leaders visibility into deal velocity, pricing trends, and quote accuracy. These insights support data-driven forecasting and margin optimization.

Operational Benefits

Drives Sales Efficiency and Scalability

Oracle CPQ automates complex quoting, approval, and pricing tasks, enabling global sales teams to handle high volumes of deals efficiently. It scales seamlessly for enterprise environments with thousands of users or multiple business units.

Improves Quote Accuracy and Compliance

By automating configuration and pricing validation, Oracle CPQ ensures every quote is accurate, compliant, and aligned with business rules, reducing costly errors and rework.

Increases Deal Velocity

Through guided selling, automated approvals, and integrated workflows, Oracle CPQ shortens the quote-to-order cycle. Reps can respond to customer requests faster and close deals sooner.

Optimizes Margins with Smart Pricing

Built-in margin controls and pricing analytics help organizations avoid unnecessary discounts and maintain profitability. Managers gain insight into discount patterns and can optimize pricing strategies accordingly.

Supports Complex Global Operations

With multi-language, multi-currency, and multi-channel capabilities, Oracle CPQ is built for global enterprises managing diverse products and markets, offering flexibility and control across regions and business models.

CRM Integrations

Key Features

Codified and Rule-Based Configuration

Define product relationships, dependencies, and pricing rules using a rules-based engine. This ensures accurate, compliant quotes, even for complex configurations, and reduces errors across the quoting process.

Unified Product Catalog for All Offerings

Quote tangible goods, services, subscriptions, and usage-based offerings together from a single catalog. Bundles can range from simple packages to highly configured solutions, simplifying quoting and maintaining consistency across all products.

Guided Selling and Deal Recommendations

Leverage dynamic questions, interactive prompts, and guided configuration rules to recommend optimal product configurations and pricing strategies. Guided visibility into add-ons and services empowers sales reps to identify opportunities for upsell and cross-sell efficiently.

Real-Time Validation and Pricing Controls

Validate quotes instantly against purchased items, cart contents, and pricing rules. Pre-configured pricing, formula-based calculations, and controlled discount approvals protect deals and eliminate rogue discounting.

Automated Subscription Management

Manage subscriptions throughout their lifecycle, including creation, modifications, co-termination, swaps, and renewals. Updates to subscriptions are automatically synced across quotes, contracts, and billing.

Promotions and Flexible Pricing Models

Set up targeted campaigns, formula-based pricing, and B2C-like promotions for B2B customers. Dynamic pricing and discounting rules ensure flexibility while maintaining control over margins.

Operational Benefits

Increased Quote Accuracy and Compliance

Rules-based configuration, real-time validation, and controlled pricing ensure every quote is precise, compliant, and error-free.

Streamlined Quote-to-Cash Process

Combine quoting, subscription management, contract generation, and revenue recognition within one platform, accelerating deal closure and reducing administrative overhead.

Efficient Subscription and Renewal Management

Automation of subscription creation, updates, swaps, terminations, and renewals improves operational efficiency and ensures renewal opportunities are never missed.

Faster Time to Market

Unified catalog, advanced search, and automated workflows enable rapid quote generation for new products, bundles, or promotions, keeping businesses agile in competitive markets.

End-to-End Visibility and Control

Centralized data model provides a single source of truth across quotes, contracts, billing, and subscriptions, giving sales, finance, and operations teams complete visibility and governance.

CRM Integrations

Key Features

End-to-End Monetization Beyond CPQ

Unlike Salesforce CPQ, which focuses primarily on quote creation and approval workflows, Zuora extends automation through billing, collections, and revenue recognition. Its unified platform eliminates the need for multiple Salesforce add-ons or custom integrations, giving businesses one connected system for the entire quote-to-cash-to-revenue lifecycle.

Subscription-Specific Quote Building

Zuora is designed for businesses with recurring revenue and subscription-based business models. It includes features for managing subscriptions throughout the customer lifecycle, including automated contract renewals and revenue recognition. Analytics includes metrics like customer lifetime value and average deal size, allowing for data-driven decisions around pricing strategies and customer segmentation. 

Global Subscription Management

Zuora CPQ caters to businesses with international customers. It supports multi-currency transactions, tax calculations based on geographical location, and the ability to manage different subscription plans for various regions.

Dynamic Pricing and Usage Models

Zuora offers greater pricing flexibility for SaaS and usage-based businesses. Sales teams can create quotes that support one-time, recurring, and consumption-based pricing in a single deal structure, something Salesforce CPQ requires complex configuration or third-party support to achieve.

Revenue Recognition Integration

Zuora automates revenue recognition through its Zuora Revenue module, fully compliant with ASC 606 and IFRS 15. Salesforce CPQ, in contrast, relies on external integrations for revenue recognition. Zuora’s native approach ensures accounting alignment and audit-ready financials without manual reconciliation.

Operational Benefits

Unified Quote-to-Revenue Platform

Zuora eliminates the fragmentation common in Salesforce’s modular approach (CPQ + Billing + Revenue Cloud). With a single platform for quoting, billing, payments, and revenue recognition, teams achieve faster implementation, fewer integration points, and a lower total cost of ownership.

Faster Launch and Scalability

Zuora boasts a quicker implementation time compared to Salesforce CPQ. This allows businesses to get up and running faster, reducing time to market for new subscription offerings and enabling them to scale efficiently.

Enhances Business Visibility

Zuora provides insightful data on customer lifetime value, average deal size, and other subscription metrics. This empowers businesses to make data-driven decisions around pricing, customer segmentation, and overall sales strategy, leading to expanded insights into sales and revenue.

Fewer System Dependencies

Because Zuora manages the full revenue lifecycle natively, companies don’t need to license or maintain multiple Salesforce add-ons to achieve similar functionality. This simplifies IT management, reduces system maintenance costs, and improves data accuracy across departments.

Greater Agility for Subscription Businesses

Zuora’s flexible architecture allows businesses to launch new pricing models or recurring offerings in minutes without custom coding or development resources, whereas Salesforce CPQ often requires significant configuration changes or technical support.

CRM Integrations