An executive guide for CROs, CFOs, and CIOs evaluating enterprise CPQ solutions.
As enterprises navigate increasingly complex revenue models spanning subscriptions, usage-based pricing, hybrid structures, and multi-year commitments, Configure, Price, Quote (CPQ) software has evolved from a sales productivity tool into a mission-critical revenue infrastructure.
For CFOs managing margin discipline, CROs accelerating deal velocity, and CIOs modernizing tech stacks, CPQ selection directly impacts revenue precision, operational efficiency, and go-to-market agility.
This guide evaluates the leading CPQ vendors based on criteria that matter most to executive decision-makers: enterprise readiness, integration depth with CRM and ERP systems, automation capabilities that reduce quote cycle time, scalability to support global operations, financial governance features that protect margins, and time-to-value for implementations. We prioritize platforms that address the full complexity of modern B2B sales, from guided selling and approval workflows to advanced pricing rules and revenue recognition alignment.
Whether you’re replacing legacy systems, consolidating fragmented quote-to-cash processes, or enabling new monetization models, understanding the architectural approaches, strengths, and ideal use cases of each platform will inform your strategic decision.
How to read this list
Each vendor profile includes: a brief overview, key strengths, ideal use cases, what it delivers for C-level stakeholders, integrations and ecosystem notes, pricing and deployment posture, and “who this vendor is best for.” A comparison table follows for quick scanning.
Vendor profiles
1. DealHub CPQ
DealHub delivers an agentic Quote-to-Revenue platform that extends beyond traditional CPQ to encompass subscription billing, consumption metering, and automated revenue recognition. DealHub provides a unified revenue infrastructure purpose-built for enterprises managing hybrid go-to-market strategies and AI-era monetization complexity.
Key strengths
- Unified revenue architecture: Single platform eliminates data silos between CPQ, billing, usage metering, and revenue recognition, reducing operational overhead and improving financial accuracy
- AI-assisted intelligence: DealDesk AI accelerates quote generation using natural language processing, suggests optimal pricing based on historical patterns, and automates approval workflows
- Real-time consumption metering: Handles millions of usage events daily with sub-second latency, supporting per-token, per-API-call, and custom metric billing essential for SaaS and AI products
- Monetization agility: Launch new pricing models, self-service tiers, or usage-based options in days rather than quarters through low-code configuration
- Enterprise-ready governance: Supports multi-entity workflows, global pricing rules, approval routing, and auditability across regions and business units
- Security & access controls: Supports role-based permissions, access governance, and enterprise-grade controls across quoting and revenue workflows
- Financial governance: Built-in ASC 606/IFRS 15 compliance engines automate revenue recognition calculations with complete audit trails that satisfy SOX requirements
Ideal use cases
- SaaS companies transitioning to consumption-based or hybrid pricing models
- Enterprises executing multiple GTM motions simultaneously (sales-led, product-led, self-service)
- Organizations requiring real-time revenue visibility across subscriptions, usage, and billing
- Companies needing to support complex scenarios like co-terming, mid-cycle amendments, prepaid credits, and committed spend
- AI-driven product teams embedding monetization logic directly into product workflows
What it means to executives
- CRO: Improves win-rate with guided selling, better upsell/renewal workflows, and quote personalization. AI-powered pricing optimization for improved margins. Collaboration in DealRoom enables transparent buyer-seller engagement.
- CFO: Helps enforce discounting rules and preserves margin on subscription/usage pricing. Simplifies revenue handoff for RevRec. Real-time ARR dashboards eliminate month-end reconciliation delays between CRM forecasts and billing.
- CIO: API-first, headless architecture enables branded self-service portals and embedded quoting experiences. Unified data model spans CRM to ERP, eliminating brittle point-to-point integrations between revenue systems. No-code solution with lighter implementation footprint than legacy enterprise suites.
Integrations & ecosystem
- CRM: Native integrations with Salesforce, Microsoft Dynamics, HubSpot
- ERP: Bidirectional sync with NetSuite, SAP, Microsoft Business Central
- Billing & Revenue: Unified platform eliminates need for separate billing vendors; integrates with existing finance systems
- Usage & Metering: Native real-time metering infrastructure; connects to product telemetry
- CLM & eSignature: Built-in contract lifecycle management and DocuSign integration
Pricing & deployment
Pricing typically aligns with enterprise deployments and complex requirements. The platform’s API-first architecture and low-code configuration accelerate deployment and time-to-value compared to traditional CPQ implementations.
Best for: Enterprise revenue teams and high-growth SaaS businesses managing complex quoting and recurring revenue.
2. Salesforce CPQ (now part of Salesforce Revenue Cloud)
Salesforce Revenue Cloud represents the evolution of Salesforce CPQ, now integrated into a broader revenue lifecycle management suite. As the native CPQ solution within the Salesforce ecosystem, it offers deep CRM integration for organizations already standardized on Salesforce. Note: Salesforce CPQ as a standalone product reached end-of-sale, with customers transitioning to Revenue Cloud.
Key strengths
- Deep CRM integration with Salesforce Sales Cloud (native data model).
- Rich approval workflows, guided selling, and automated contract-to-billing handoffs when combined with Salesforce billing capabilities.
- Built-in subscription lifecycle management including amendments, renewals, and co-terming.
- Strong partner and ISV ecosystem.
Ideal use cases
- Salesforce-centric organizations seeking to minimize integration overhead
- Companies with complex product catalogs requiring sophisticated bundling and configuration rules
- Enterprises needing multi-tiered approval workflows for discount governance
- Organizations managing subscription-based recurring revenue with amendment and renewal complexity
- Sales teams requiring guided selling experiences within familiar Salesforce interfaces
What it means to executives
- CRO: Exceptional sales-user experience because pricing and quoting are embedded in the existing CRM workflow.
- CFO: Improves revenue governance and auditability when combined with Salesforce billing and revenue management.
- CIO: Lowers integration complexity for Salesforce shops; be mindful of customization and lifecycle upgrades.
Integrations & ecosystem
- CRM: Native Salesforce integration (primary strength)
- ERP: Connects to NetSuite, SAP, Oracle through middleware or custom APIs
- Billing: Native integration with Salesforce Billing; external connections to Zuora, Stripe require third-party tools
- CLM: Integrates with Salesforce CPQ+ (Contract Lifecycle Management) and external CLM platforms
- Tax & Compliance: Avalara, Vertex, and other tax engines via AppExchange
Pricing & deployment
Enterprise-grade pricing; deployments can be complex if heavy customizations are required. Total cost of ownership is influenced by Salesforce licensing and implementation scope.
Best for: Large enterprises that are Salesforce-first and need a native, end-to-end quote-to-revenue experience.
3. Oracle CPQ
Oracle CPQ provides enterprise-grade quoting and proposal automation with particular strength in manufacturing, industrial, and B2B distribution sectors. The platform emphasizes visual product configuration, complex pricing scenarios, and global operations support for organizations with sophisticated product portfolios.
Key strengths
- Scales for large product catalogs and complex multi-site or multi-entity pricing.
- Deep integration capabilities with Oracle ERP and finance systems.
- Strong controls for global pricing, tax, and compliance.
- Robust capabilities for configurable products, bill-of-materials management, and engineering change orders.
Ideal use cases
- Manufacturing companies with highly configurable products requiring engineering-level detail
- Industrial equipment providers managing technical specifications and compliance requirements
- B2B distributors with extensive SKU catalogs and partner networks
- Companies selling capital equipment with long sales cycles and proposal-heavy processes
- Organizations requiring multilingual proposals and region-specific pricing governance
What it means to executives
- CRO: Supports complex product and service bundling at scale; configurable workflows for large sales organizations.
- CFO: Tight ERP integration enables reliable margin reporting, financial controls, and RevRec alignment.
- CIO: Enterprise-grade security, governance, and scalability; better fit for organizations that already use Oracle back-office solutions.
Integrations & ecosystem
- CRM: Native integration with Oracle Sales Cloud; connectors for Salesforce, Microsoft Dynamics
- ERP: Deep integration with Oracle EBS, Oracle Cloud ERP, and JD Edwards; connects to SAP, NetSuite
- Commerce: Oracle Commerce Cloud integration for B2B e-commerce experiences
- PLM: Product Lifecycle Management integration for engineering data synchronization
- Tax Engines: Pre-built connectors to Avalara, Vertex, Sovos
Pricing & deployment
Enterprise-tier pricing and typically longer implementation cycles; higher implementation effort but strong payback for ERP-aligned enterprises.
Best for: Large, ERP-centric enterprises, especially those already invested in Oracle back-office systems.
4. SAP CPQ
SAP CPQ delivers quote and proposal automation with particular strength in industries requiring intricate pricing models and global operations. The platform emphasizes integration with SAP’s broader business suite, making it a natural choice for organizations standardized on SAP ERP and CRM infrastructure.
Key strengths
- Strong product configuration and variant management for manufacturing and complex product lines.
- Native alignment with SAP ERP and master data models.
- Capabilities for global pricing rules and compliance.
- CPQ analytics integrate with SAP Analytics Cloud for comprehensive business intelligence.
Ideal use cases
- SAP-centric enterprises seeking to leverage existing infrastructure investments
- Global manufacturers requiring centralized pricing governance across regional markets
- High-tech companies with complex product portfolios and technical configuration requirements
- Organizations managing indirect sales channels with partner-specific pricing
- Industries with regulatory compliance requirements for pricing transparency and audit trails
What it means to executives
- CRO: Better handling of engineered-to-order and configure-to-order deals with guided selling for complex products.
- CFO: Tight ERP-driven pricing and cost visibility; supports complex cost rollups and margin calculations.
- CIO: Best integrated where SAP is the transactional system of record; expect integration and master-data considerations.
Integrations & ecosystem
- CRM: Native integration with SAP Sales Cloud and SAP CRM; connectors for Salesforce
- ERP: Deep integration with SAP S/4HANA, SAP ECC, and SAP Business One
- Billing: SAP Billing and Revenue Innovation Management (BRIM) for subscription and usage-based revenue
- Commerce: SAP Commerce Cloud for B2B self-service quoting experiences
- Tax & Compliance: SAP Tax Compliance and third-party tax engines
Pricing & deployment
Enterprise-focused with typical SAP-era implementation timelines; TCO depends heavily on integration and master data work.
Best for: Global manufacturers and enterprises invested heavily in SAP ERP and S/4HANA.
5. Conga CPQ
Conga CPQ delivers quote-to-cash automation with particular emphasis on contract lifecycle management integration. Originally built on Salesforce, Conga has expanded to support multi-CRM environments while maintaining strength in industries requiring sophisticated contract management alongside quoting capabilities.
Key strengths
- Excellent proposal, quote document, and contract generation capabilities.
- AI-powered pricing guidance suggests optimal prices based on historical deals, customer segments, and market conditions.
- End-to-end flow between quoting and CLM when paired with Conga’s broader suite.
- Advanced bundling rules with cross-sell and upsell recommendations based on purchase history.
Ideal use cases
- Subscription-based businesses with complex renewal and amendment processes
- Organizations requiring tight coupling between quoting and contract management
- High-velocity sales environments needing automated cross-sell and upsell recommendations
- Companies with proposal-heavy sales cycles requiring branded, professional documentation
- Enterprises managing multi-year contracts with evergreen renewal terms
What it means to executives
- CRO: Improves customer-facing proposals, accelerates negotiations with polished documents and templates.
- CFO: Ensures contract terms align with priced quotes and supports compliance for revenue recognition.
- CIO: Works well in Salesforce environments (and other CRM integrations) with solid CLM linkage.
Integrations & ecosystem
- CRM: Native Salesforce integration; Microsoft Dynamics connector
- ERP: Connects to NetSuite, SAP, Microsoft Dynamics 365 Finance through pre-built adapters
- Billing: Integration with Conga Billing, Zuora, Stripe, Chargebee
- CLM: Native integration with Conga Contracts (formerly Apttus CLM) for unified quote-to-contract workflow
- eSignature: Adobe Sign, DocuSign integration for contract execution
Pricing & deployment
Mid-market to enterprise pricing; deployment time varies with document template complexity and CLM integration.
Best for: Companies that tightly couple quoting with contract generation and have legal-heavy or compliance-heavy sales cycles.
6. PROS Smart CPQ
PROS CPQ combines configure-price-quote capabilities with AI-driven dynamic pricing optimization. The platform distinguishes itself through advanced pricing science, particularly in industries where market conditions, competitive dynamics, and customer willingness-to-pay require real-time price adjustments beyond static discount matrices.
Key strengths
- Advanced pricing science and machine learning-driven price optimization.
- Good for organizations that want to embed dynamic, data-driven pricing into quoting.
- Strong at handling complex SKU pricing and discounting scenarios.
- Price waterfall analytics provide detailed visibility into every discount layer, identifying margin leakage and pricing variance.
Ideal use cases
- Industries with dynamic pricing requirements (distribution, chemicals, travel, hospitality)
- Companies with extensive SKU catalogs where manual pricing becomes impractical
- Organizations experiencing significant margin erosion due to inconsistent discounting
- B2B distributors managing complex customer-specific pricing agreements
- Manufacturers with volatile raw material costs requiring frequent price adjustments
What it means to executives
- CRO: Increases margin capture and revenue through smarter price recommendations and contextual guidance.
- CFO: Reinforces disciplined pricing and reduces unnecessary discounting, improving margin performance.
- CIO: Requires integration with price & commerce data sources; expect data-platform engineering to enable full value.
Integrations & ecosystem
- CRM: Salesforce, Microsoft Dynamics, SAP Sales Cloud
- ERP: SAP, Oracle, Microsoft Dynamics 365, Infor, Epicor
- E-commerce: SAP Commerce, Salesforce Commerce Cloud, custom B2B portals via API
- Pricing & Revenue: Native PROS Revenue Management integration for end-to-end pricing and revenue optimization
- Analytics: Integration with Tableau, Power BI, and data warehouses for pricing analytics
Pricing & deployment
Enterprise-tier pricing; deployment requires data readiness to maximize AI and analytics benefits.
Best for: Organizations that want to operationalize pricing science into live quoting to protect margin and automate recommendations.
7. Cincom CPQ
Cincom CPQ delivers configuration and quoting capabilities with particular strength in highly complex, engineer-to-order manufacturing environments. The platform emphasizes visual configuration, technical specification management, and integration with engineering systems for industries where product complexity demands sophisticated configuration logic.
Key strengths
- Strong capabilities for complex product configuration (rules-based), pricing engines, and variant handling.
- Connects to CAD, PLM, and engineering systems to ensure quotes reflect current product specifications.
- Supports field sales, inside sales, dealer networks, and customer self-service portals.
- 2D and 3D visualization helps sales teams and customers understand configured products.
Ideal use cases
- Engineer-to-order manufacturers with highly customizable products
- Capital equipment providers requiring technical specification management
- Industrial machinery companies with complex configuration constraints
- Aerospace and defense contractors managing compliance and specification requirements
- Companies with extensive dealer or distributor networks requiring guided selling tools
What it means to executives
- CRO: Enables accurate configuration and quoting for highly technical product portfolios, reducing engineering rework.
- CFO: Improves quote accuracy and cost-to-serve visibility, reducing margin leakage from incorrectly scoped quotes.
- CIO: Mature integration options into ERP/PLM systems; expect architecture planning for product master data and configurator logic.
Integrations & ecosystem
- CRM: Salesforce, Microsoft Dynamics, SAP Sales Cloud, Oracle Sales Cloud
- ERP: SAP, Oracle, Microsoft Dynamics, Infor, Epicor, QAD
- PLM: Siemens Teamcenter, PTC Windchill, Dassault ENOVIA
- CAD: Integration with engineering tools for design automation
- E-commerce: Custom B2B portals via API for customer self-service configuration
Pricing & deployment
Enterprise-grade with variable deployment timelines depending on configurator complexity.
Best for: Enterprises with complex engineered products, especially manufacturers and distributors that require sophisticated configuration logic.
CPQ vendor comparison
| Vendor | Best For | Deployment Complexity | Notable Strength | Typical Fit (Cost Tier) |
|---|---|---|---|---|
| DealHub CPQ | Subscription/SaaS & fast-growing revenue orgs | Low–Medium | No-code implementation; unified quote-to-revenue; agentic quoting and subscription management | Mid-market → Enterprise |
| Salesforce CPQ / Revenue Cloud | Salesforce-centered enterprises | Medium–High (if customized) | Native CRM alignment & ecosystem | Enterprise |
| Oracle CPQ | ERP-centric large enterprises | High | Deep ERP & global pricing | Enterprise |
| SAP CPQ | Manufacturers with SAP back-office | High | Variant/configuration + SAP integration | Enterprise |
| Conga CPQ | Contract-heavy sales | Medium | Document/contract generation integration | Mid-market → Enterprise |
| PROS Smart CPQ | Pricing optimization & analytics | Medium–High | AI-driven pricing & recommendations | Enterprise |
| Cincom CPQ | Engineered-to-order manufacturing | High | Complex product configurator | Enterprise |
Choosing a CPQ: What each executive should prioritize
For CROs
- Prioritize guided-selling, ease of use for sellers, upsell/renewal workflows, time-to-quote improvements, and platforms that break down operational silos. Look for demonstrable impact on conversion and average deal size.
For CFOs
- Focus on pricing discipline, discount governance, auditability, RevRec alignment, and the solution’s impact on margin preservation. Evaluate how quotes map to invoices and financial reporting.
For CIOs
- Evaluate architecture (API-first, metadata-driven), integrations (CRM, ERP, billing, CLM, tax engines), security, scalability, and the vendor’s roadmap for extensibility and automation.
Recommended evaluation checklist
- Core CPQ capabilities: configuration, pricing rules, guided selling, and approvals.
- Integration fit: CRM, ERP, billing, CLM, tax engine.
- Data readiness: product master data, pricing histories, contract terms.
- Time-to-value & implementation approach: no-code vs. heavy customization.
- Governance controls: discounting workflows, approval matrices, and audit trails.
- Support for recurring/usage-based billing and RevRec workflows.
- Vendor stability, reference customers in your industry, and partner ecosystem.
- Total cost of ownership: licenses, integration, change management, and ongoing admin effort.
Final recommendation for selecting a CPQ solution
Shortlist 2–3 vendors that align with your CRM/ERP backbone and run a short proof-of-concept on a high-value use case (e.g., complex subscription renewal, configure-to-order workflow, or high-volume pricing automation). Prioritize vendors that can demonstrate measurable revenue uplift or margin protection over the first 6–12 months. The CPQ market has matured significantly, with platforms now addressing not just quoting efficiency but also the entire revenue lifecycle. Executive leaders who approach CPQ selection as strategic revenue infrastructure modernization, rather than tactical sales tool procurement, position their organizations for sustainable competitive advantage in an era where monetization agility increasingly drives market differentiation.

Rhonda Bavaro excels in boosting SaaS companies’ growth through innovative content marketing, thriving in the dynamic sales tech industry amidst evolving technologies that drive revenue acceleration.
