1. APPERO QUOTE
Be professional and time efficient with Appero, whilst creating sophisticated quotes. This app is fully integrated with Salesforce and is a popular choice because of its sleek interface, and high degree of adaptability.
Features & Benefits
- Includes various tools to configure products, such as product bundles, product properties, and product hierarchies
- Automatic and real-time price and discount calculation
- Quote generation: Users can build complex quotes with just a few clicks, with the combination of templates available
- The app is fully integrated with Salesforce, meaning it has appealing and individual design
- Quotes are legally consistent and feature relevant content
What Users Liked
A very flexible quote tool: We have used it for more than 5 years now and implemented many of our business processes within it- to be able to offer all kinds of products and solutions to our customers (with all needed expectations). This tool is very adaptable and easy to use. – Salesforce User
What Users Didn’t Like
The graphical user interface is a bit strange, but once you are used to it, it seems fine. – Salesforce User
2. iQuote Xpress
A quoting and proposal generating tool that easily integrates with a Salesforce.com client database. It provides users with a sales management system that is both user-friendly and comprehensive.
Features & Benefits
- Using the proposal system alone can reduce the time spent in building a proposal from scratch by 75%
- IQX users can access a team of business consultants, designers, and developers to help users customise and optimise their solution
- Dedicated account management: Each user will offered a single point of contact, who will share their IQX expertise with them
- Can store and manage an unlimited amount of customer contacts and information
- The reporting feature enables users to maximise all their team members’ productivity and easily identify any hitches
What Users Liked
Easy to use, the interaction of the software is incredible, you do not need experience to use it. Customer is unique and personalized. 100% recommendable. – Commercial Manager at a Parking Solutions company
What Users Didn’t Like
The app should consider including a customisable view. – CEO at a Management Consulting company
3. KUGAMON CPQ
Kugamon is an admin friendly and customisable native app. Used for billing, quotations and order management.
Features & Benefits
- Full payment processing: The app works with credit/debit cards, eChecks, Paypal, eWay, Worldpay, and eCommerce for Salesforce
- 1 click products and services enable users to quote and manage quickly and efficiently
- Invoice options include auto generate Invoice, recurring billing, and returns
- All user and customer data remains within Salesforce and is easy to use and customisable
- Voted Salesforce Top Financial App for the years 2009- 2016; the No.1 Rated Solutions for Customers who struggle with order management and billing applications
What Users Liked
The customisation of what you can put in there is fantastic. We were able to get all the data that we wanted / needed out of the system. – Management Consultant
What Users Didn’t Like
It is only as good as the person managing it. Great software but you really need to know your stuff to be able to get the data you need. – Management Consultant
4. ORACLE CPQ (formerly BigMachines)
Part of the Oracle CX Application, Oracle CPQ is a purpose-built platform that enables companies to easily manage the entire ‘quote-to-order’ process.
Features & Benefits
- Users can benefit from a rapid sales experience, with the ability to analyse, optimise, and manipulate pricing models with ease
- Users can easily configure layers of workflow that are designed for CPQ usage
- The solution has been created for companies to scale without limits, so that they can feel confident when growing their organisation
- Fully integrated with Salesforce, and is simple to set up
- Flexibility of the solution means that sales cycles can be shortened and designed to automate approvals, contracts, subscriptions, and renewal contracts
What Users Liked
The simplicity of the software makes it easy to use. I can have all my customer information in a 360-degree screen, along with my leads/opportunities information. I can control access hierarchically, defining organizations groups of sales representatives and their sales managers. – CRM Consultant
What Users Didn’t Like
The biggest issue is speed, the performance is way low than expected for a product of its kind. – Sales Administrator
5. REVVY CPQ
Revvy CPQ enables businesses to navigate Salesforce and power the configuration, pricing, and quoting of their most complex products and services.
Features & Benefits
- Revvy CPQ covers the full configuration, pricing, and quoting process for all channels
- Embedded ETL and pre-built adapters makes advanced administration simple for all users
- Flexible scalability and rapid performance: Resulting in faster configuration response times and the ability to upgrade to thousands of users
- Proposals can be generated both in PDF and on Microsoft Word
- Mobile quoting is available for iPad users.
What Users Liked
The configuration tools are great, so is the fact that ModelN continues to update based on user feedback. – Director of ‘Corporate Marketing at Southern States, LLC
What Users Didn’t Like
It would be nice if you could print out rules and logic, so that users can easily create documentation. Also, the initial set-up time is long. – Director of ‘Corporate Marketing at Southern States, LLC