Salesforce CPQ Alternatives

Key Features

No-Code Administration

DealHub CPQ operates in a no-code environment, enabling sales and operations teams to configure and maintain the platform with minimal IT involvement. This approach is designed to reduce technical debt and accelerate change management cycles, which is particularly valuable for organizations with evolving product catalogs or pricing models.

Integrated Subscription Management and Billing

Unlike modular solutions that require separate billing or subscription add-ons, DealHub provides native subscription management and billing capabilities within its CPQ platform. This integration is intended to streamline recurring revenue operations and reduce the risk of data fragmentation.

Digital DealRoom

DealHub’s DealRoom functionality centralizes proposals, contracts, and buyer communications in a single digital workspace. Peer-reviewed case studies highlight this feature as improving collaboration and reducing cycle times by eliminating information silos between sales, legal, and finance teams.

Configurable to Unique Business Needs

The platform supports a range of customization options, allowing organizations to tailor workflows, approval processes, and product configurations to their specific requirements. This flexibility is often highlighted by mid-market and enterprise users as a key factor in adoption.

Seamless CRM and ERP Integrations

DealHub integrates natively with leading CRM and ERP systems, including Salesforce, HubSpot, Microsoft Dynamics 365, Freshworks, and SugarCRM, supporting API-based connections for additional systems. This integration strategy is designed to support unified data flows and minimize manual reconciliation, which is critical during and after migration from Salesforce CPQ.

Operational Benefits

Accelerated Implementation and Lower TCO

Industry data indicates that DealHub CPQ can be deployed in 2–4 months, compared to 9–18 months for typical Salesforce CPQ projects. This reduction in implementation time, combined with lower ongoing administrative requirements, contributes to a lower total cost of ownership for many organizations.

User Adoption and Productivity

Survey data shows that DealHub’s user interface and guided workflows are associated with higher sales rep adoption rates (near 100%+) and reduced onboarding times, compared to more complex CPQ solutions. This can translate to fewer quoting errors and faster deal cycles, which is especially important for large, distributed sales teams.

Unified Revenue Operations

By consolidating quoting, contracting, and billing in a single platform, DealHub aims to reduce revenue leakage and improve compliance, particularly for organizations with complex or recurring revenue models.

Migration and Change Management

For organizations replacing Salesforce CPQ, DealHub offers migration support and integration continuity with Salesforce CRM and other enterprise systems. Peer-reviewed case studies report successful transitions with minimal disruption, rapid user adoption, and measurable improvements in quoting efficiency and revenue governance.

CRM Integrations

Features

Simple User Interface:

While Salesforce is built for complex sales needs, PandaDoc CPQ offers a user-friendly interface designed for ease of use. The drag-and-drop functionality allows sales teams to quickly create and customize quotes without extensive training, saving time and minimizing errors.
Built-in eSignatures: PandaDoc CPQ eliminates the need for separate eSignature tools. Clients can electronically sign quotes directly within the document, saving time and ensuring a smooth closing process.

Cost-Effective Solution:

Compared to Salesforce, PandaDoc CPQ offers a more affordable pricing structure. This makes it an attractive option for businesses looking for a powerful quoting solution without the hefty price tag.

Payment Processing:

PandaDoc removes the friction from getting paid. It integrates seamlessly with secure payment gateways like Stripe, Square, QuickBooks, FreshBooks, and PayPal so you can collect payments directly within your quotes and proposals.

Customer Self-Service:

Customers can directly add on desired features or upgrades within the quote document. This transparency and control streamline the buying journey and give customers the flexibility to tailor the solution to their needs. Plus, PandaDoc fosters real-time collaboration within a single interface. Clients can ask questions, leave comments, and suggest edits directly on the quote, eliminating the back-and-forth of emails and revisions.

Benefits

Faster Quote Generation:

PandaDoc CPQ excels in streamlining the quoting process. With features like automatic data population and pre-built templates, generating quotes takes just a single click. This speeds up your sales cycle and allows reps to focus on closing deals.

Streamlines Customer Experience:

PandaDoc goes beyond just generating quotes. It provides a branded, interactive experience for your customers. With customizable templates and e-signatures built-in, clients can review, add comments, and electronically sign quotes within a single platform. This eliminates the need for separate documents and streamlines the entire approval process.

Improves Sales Visibility:

PandaDoc offers real-time insights into the quote lifecycle. You can track client activity, see when quotes are opened and reviewed, and gain valuable data on their engagement with your proposal. This allows you to identify potential roadblocks and proactively address client questions, ultimately increasing your chances of closing the deal.

Reduces Costs:

PandaDoc is used by businesses of all sizes, especially those looking to optimize their sales efficiency without a significant upfront investment. Additionally, it eliminates the need for separate eSignature tools, further reducing overall costs.

Increases Payment Speed:

PandaDoc allows you to collect payments directly within your quotes and proposals and automates the recording and reconciliation of these transactions, significantly reducing your average payment wait time to just two days. This improves your cash flow and accelerates your sales cycle.

CRM Integrations

Features

Seamless Integration with Oracle Ecosystem:

While Salesforce CPQ integrates with various CRM systems, Oracle CPQ boasts an unbeatable advantage for businesses already running Oracle ERP and CRM. This native integration simplifies data flow and eliminates the need for complex workarounds, streamlining the entire sales process.

Enhanced Deal Management:

Oracle’s robust approval workflows allow for centralized control over special pricing, configurations, or specific deals, ensuring alignment with business strategies. Pricing optimization features help sales reps close larger deals.

Streamlined Channel Sales:

Oracle caters specifically to businesses with channel partners. It empowers resellers and distributors to efficiently select the best product fit, configure solutions, and generate accurate quotes. This functionality ensures a smooth sales experience for both channel partners and end customers.

Subscription Management:

Oracle CPQ offers a significant edge to SaaS companies by facilitating the creation and management of subscription quotes, renewals, and contracts. This capability is particularly valuable for businesses with recurring revenue models.

Guided Selling:

Oracle CPQ empowers reps to deliver a frictionless buying experience while ensuring every offer is precise and validated. It equips sales teams with a structured approach to identify customer needs and suggest the most relevant product configurations. This translates into accurate quotes and increased sales efficiency.

Benefits

Boosts Sales Efficiency and Saves Time:

Oracle CPQ automates repetitive tasks like product configuration and quote generation, freeing up valuable time for sales reps to focus on closing deals and building customer relationships. This streamlined process reduces errors and shortens the sales cycle, leading to increased productivity.

Ensures Accurate and Streamlined Quotes:

Oracle eliminates manual data entry and calculations, minimizing the risk of errors in quotes and proposals. With real-time pricing and automatic validation rules, you can generate accurate quotes quickly, improving customer satisfaction and deal turnaround time.

Empowers Data-Driven Decisions with Analytics:

Oracle provides valuable sales data and insights to help you identify trends, optimize pricing strategies, and close more deals. By analyzing historical sales data and customer behavior, you can make informed decisions to maximize profitability.

Reduces Errors and Ensures Quote Accuracy:

Oracle CPQ’s guided workflows and validation rules minimize errors in quotes and proposals. These features ensure that pricing, product configurations, and discounts are applied correctly, saving you time and money from fixing mistakes.

Accelerates Sales Velocity and Shortens Cycles:

By streamlining the entire sales process, Oracle helps you get quotes into customers’ hands faster. Reducing back-and-forth communication and approvals accelerates sales velocity and shortens your sales cycle to close deals quicker.

CRM Integrations

Features

Advanced Configuration Rules:

While both Conga and Salesforce CPQ offer product configuration, Conga CPQ shines in its ability to handle intricate product relationships and complex pricing scenarios. This makes it ideal for companies with highly customizable products or services.

Flexible Pricing and Discounting:

Conga provides superior control over pricing strategies. You can easily set up rules for discounts, product bundling, and volume pricing, ensuring accurate quotes that optimize profitability.

Guided Selling and Collaboration:

Conga offers sales teams guidance through the quoting process, recommending upsells, cross-sells, and the most profitable product configurations. Team collaboration is enhanced with features for assigning tasks, adding notes, and tracking progress, streamlining the entire quote-to-cash process.

Asset-Based Ordering:

Conga CPQ facilitates the ordering of assets alongside service or subscription plans. This is ideal for companies that offer bundled solutions that include hardware, software, or other physical components.

Cloud-Based Accessibility:

Both Conga and Salesforce are cloud-based solutions. However, Conga CPQ emphasizes its accessibility from anywhere with an internet connection, allowing sales teams to work remotely and close deals faster.

Benefits

Increased Customer Satisfaction:

Conga CPQ empowers sales teams to deliver accurate quotes faster, reducing back-and-forth communication and errors. This translates to a smoother buying experience for your customers, leading to higher satisfaction.

More Accurate Quotes and Contracts:

Advanced configuration rules and flexible pricing ensure your quotes precisely reflect product configurations and pricing strategies. This eliminates errors and discrepancies that can lead to confusion and delays during the contracting phase.

Improved Sales Productivity:

Conga automates manual tasks like product configuration and pricing, freeing up valuable time for your sales team to focus on building customer relationships and closing deals. Guided selling features further enhance productivity by recommending upsells, cross-sells, and optimal product configurations.

Faster Quote and Contract Creation:

Streamlined workflows and intuitive interfaces allow for quicker quote and contract generation. Additionally, cloud-based accessibility lets your team work from anywhere, accelerating the entire quote-to-cash process.

Reduced Time to Market:

By streamlining the quoting process and ensuring accurate pricing, Conga helps you get new products and services to market faster. This allows you to capitalize on market opportunities and stay ahead of the competition.

CRM Integrations

Features

Subscription-Specific Quote Building:

Zuora CPQ tailors quotes to subscription models. It handles dynamic elements like features, pricing tiers, and billing cycles, ensuring accurate quotes that reflect the ongoing nature of subscriptions.

Built for Recurring Revenue:

Zuora is built for recurring revenue businesses. It includes features for managing subscriptions throughout the customer lifecycle, including automated contract renewals and revenue recognition.

Deeper Customer Insights:

Zuora integrates seamlessly with CRM systems, providing subscription businesses with insightful customer data. This includes metrics like customer lifetime value and average deal size, allowing for data-driven decisions around pricing strategies and customer segmentation. While Salesforce offers robust analytics, Zuora integrates this functionality specifically for subscription models.

Faster Implementation:

Zuora is known for its quick implementation process, especially for businesses with minimal customization needs. Compared to Salesforce CPQ which can take months to implement, Zuora allows subscription businesses to be up and running fast.

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.

Benefits

Streamlines Sales Cycle:

Zuora CPQ simplifies generating quotes, contracts, and proposals. Its user-friendly interface and pre-built workflows eliminate the need for complex coding, leading to faster turnaround times and increased sales efficiency.

Improves Financial Accuracy:

Zuora is built for subscriptions, ensuring quotes reflect recurring revenue accurately. Native subscription management features like automated renewals and revenue recognition streamline financial processes, leading to more accurate financial statements.

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.

Reduces Operational Burden:

Zuora CPQ automates subscription workflows, minimizes manual data entry and streamlines operations, leading to fewer operational complexities and reduced administrative costs.

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.

CRM Integrations