
What is a product configurator? The meaning, in plain words
A product configurator lets a buyer pick valid options and watch the price follow. What the word means, how the rules work, the types, and when a manufacturer needs one.
The best CPQ software depends on how you sell, not on a rankings algorithm. This comparison sorts sixteen CPQ platforms into five kinds, scores them on configuration depth, published price, and dealer quoting, and says plainly where each one is the wrong pick, including ours.

This guide is written for manufacturers of configured products, most of whom sell through dealers, and it holds for anyone shortlisting CPQ. Every price in it is a published list price with its source named. Every contact-only cell is marked honestly. And the platform this site belongs to sits in the list on the same terms as everyone else.
Key points
The best CPQ software splits by how you sell, into five kinds.
CRM-native, enterprise standalone, mid-market and document, manufacturing and industrial, and dealer and channel. The kinds fail differently, so pick the kind before the brand.
Only five of the sixteen platforms publish a price.
Salesforce, Microsoft, HubSpot, PandaDoc, and QuoteWerks. The whole manufacturing and industrial CPQ tier quotes by project, so ask for the band on the first call.
Published prices run from $19 to $200 per user per month.
PandaDoc's entry tier to Salesforce Revenue Cloud Advanced, each number checked on the vendor's own pricing page in August 2026.
A dealer network inverts the shortlist.
Only two platforms here are built for quotes written outside your company, and per-seat pricing punishes a large network.
Go-live time varies more than price.
Document-tier CPQ runs in days, configured-product platforms in weeks per product line, enterprise engines in months.
CPQ software builds a valid specification of a configurable product, prices it, and turns it into a signable quote, in one flow. The rules and the price lists live in the system, so a quote that reaches a buyer is one the shop can actually build. If the category is new to you, start with our plain-words guide to what is CPQ and come back. This page assumes you know what the letters mean and are here to pick between the platforms that do it.
The letters do not tell you much, because the products wearing them have little else in common. A tool that writes clean proposals for a SaaS sales team is sold as CPQ. So is an engine that configures industrial machinery against constraint rules. Compare them on a feature grid and you get the six-figure surprise this category is famous for. Compare them on how you sell, which is what this page does, and the field sorts itself in minutes.
Every list of the best CPQ software is written by somebody who sells one, this page included. We cannot fix that with fake neutrality. What we can do is publish our scoring weights, and almost nobody does: the one other ranking page in this field that publishes its own weights years in business at 20 percent and enterprise logos at 14. That is a moat for incumbents, not advice for a buyer. No two CPQ vendors would score themselves the same way, so the only weights worth trusting are ones you can check yourself.
Ours are below. Configuration depth carries the most weight because it is the difference between a quote and a promise the shop refuses. Dealer quoting carries the second most because it is the one requirement that cannot be retrofitted. It is also the one this site exists for, so we say that out loud instead of smuggling it into the scoring.
| Criterion | Weight | Check it yourself |
|---|---|---|
| Configuration depth | 30% | Can rules block an unbuildable combination at the click, on your product, in the demo? |
| Dealer and channel quoting | 25% | Does each dealer get their own price list and margin, with your cost price hidden? |
| Published pricing | 15% | Is there a number on the vendor's own site before the first call? |
| ERP and CRM fit | 15% | Do approved orders land in your ERP with nothing retyped? |
| Time to live | 15% | Will the vendor put a go-live date for one product line in writing? |
One row per CPQ platform, every cell short enough to check. Published price means a number on the vendor's own site, checked in August 2026. Everything else is contact only, and the cost section below says what that usually means. Our own row sits in category order, not first.
| Platform | Best for | Configuration depth | Published price | Dealer quoting |
|---|---|---|---|---|
| Salesforce Revenue Cloud | Sales teams already on Salesforce | Attribute rules inside the CRM | From $150 per user per month, on a Sales Cloud license | Partner licenses, priced separately |
| HubSpot Sales Hub | Simple quotes inside HubSpot | Line items, no build rules | From $90 per seat per month (Professional) | No |
| Dynamics 365 Sales | Microsoft-stack sales teams | Price lists; build rules need an add-on | From $105 per user per month | No |
| Oracle CPQ | Enterprise catalogs and approvals | Deep rules engine | Contact only | Partner portals as a project |
| SAP CPQ | SAP estates | Deep rules, SAP variant logic | Contact only | Channel add-ons as a project |
| Conga CPQ | Enterprise quoting on Salesforce | Deep rules engine | Contact only | Via Salesforce partner setups, as a project |
| DealHub | Guided selling playbooks | Playbook logic, not build rules | Contact only | No |
| PandaDoc | Proposal-led sales teams | Catalog and line items | From $19 per seat per month | No |
| QuoteWerks | IT and equipment resellers | Catalog bundles | From $50 per user per month | Reseller-friendly, per seat |
| Epicor CPQ | Industrial manufacturers needing visual 3D | Rules plus CAD automation | Contact only | Supported, scoped per project |
| Tacton | Engineer-to-order machinery | Constraint engine, deepest here | Contact only | Supported, scoped per project |
| Experlogix | Manufacturers on Dynamics or Salesforce | Rules beside the CRM and ERP | Contact only | Supported, scoped per project |
| Infor CPQ | Infor ERP estates | Rules plus generated drawings | Contact only | Supported, scoped per project |
| Cincom CPQ | Long option lists, complex products | Deep rules engine | Contact only | Supported, scoped per project |
| ConnectWise CPQ | IT service providers and MSPs | Service bundles, not physical builds | Contact only | Yes, for the IT channel |
| Dealectours | Manufacturers selling configured products through dealers | Build rules with live 3D | Quoted per setup; dealers pay nothing | Yes, it is the product |

The sixteen platforms above are not one product at sixteen prices. They are five different kinds of CPQ that happen to share three letters. Most shortlisting mistakes are category mistakes: an enterprise rules engine judged against a proposal tool on a feature grid, and a surprise project at the end. All five kinds promise real-time pricing. Where they differ is in what may be priced, and by whom.
CRM-native. CPQ bolted to the CRM the pipeline already lives in. Right when the deal is the hard part and the product is simple.
Enterprise standalone. A rules engine bought as its own project. Right for big catalogs, deep approval chains, and a team to run it.
Mid-market and document. CPQ that treats the quote as a document problem. Fastest to go live, priced per seat, light on build rules.
Manufacturing and industrial. Constraint engines for configured physical products, with CAD and ERP behind them and a project behind every go-live.
Dealer and channel. CPQ built for the seat the others treat as an afterthought: the person quoting does not work for you.
Vendor directories sort CPQ platforms by market share, which tells you who sells the most, not which kind fits you. Sort by the seat instead: who writes your quotes, how configured the product is, and whether the person quoting is on your payroll. Those three questions place you in exactly one of the five sections below.
CRM-native CPQ adds quoting to the system the pipeline already lives in. Its strength and its limit are the same thing: the CRM is the product model. Simple products quote beautifully. Configured products hit the ceiling fast.
The CPQ category leader by install base, with one date worth knowing: Salesforce closed its original CPQ product to new sales in March 2025, so Revenue Cloud is what a new buyer is actually offered. Pricing is published: $150 per user per month for Growth, $200 for Advanced, both on top of a Sales Cloud license. Right for a sales team that already runs on Salesforce and quotes attribute-based products. The build rules of a configured physical product are a project here, not a setting.
Quoting inside the HubSpot CRM. Basic quote documents exist on the cheaper tiers; the feature set this comparison scores is Professional, at $90 per seat per month. Line items, templates, and signatures, with no build rules at all. Right for a team that needs clean quotes this week, for products a price list can already describe.
Microsoft publishes $105 per user per month for Sales Enterprise, and price lists are native. Real configuration is not: Dynamics shops that make configured products usually add an engine from the manufacturing tier below, which is exactly where Experlogix built its business.
Enterprise standalone CPQ is a rules engine bought as its own project and integrated into whatever CRM and ERP the estate runs. None of the three below publishes a price, and none is embarrassed about it: the CPQ companies on this tier sell through account executives, and every deal is scoped.
The deepest approval and catalog machinery in CPQ, built for thousand-seat sales organizations with an admin team behind them. The engine began as BigMachines, which Oracle bought in October 2013. Contact only, and the go-live is a program rather than a setup.
The same shape for SAP estates, running the engine that came with SAP's January 2018 purchase of CallidusCloud. If your quoting has to obey SAP variant logic downstream, this is a shortlist of one. Contact only.
Enterprise quoting that grew up around the Salesforce ecosystem, strong on contracts and document generation at volume. The engine is the former Apttus product; the two companies combined in May 2020 and kept the Conga name. Contact only. For a large Salesforce org weighing it against Revenue Cloud, the deciding question is usually governance, not features.
Mid-market and document CPQ treats the quote as a document problem. It is the fastest CPQ tier to go live, the only tier that consistently publishes prices, and the tier that assumes a catalog can already describe your product.
Guided-selling playbooks that walk a rep to an approved quote, with a shared deal room on top. Popular with SaaS revenue teams. Pricing is contact only, the one holdout on this tier.
Proposals, signatures, and a product catalog from $19 per seat per month, with the Business tier at $49. Right where the quote is really a proposal and the pricing math is simple.
The veteran quoting tool of IT and office-equipment resellers, from $50 per user per month for the web edition. A deep catalog machine with distributor feeds built in; not a rules engine, and not pretending to be one.
This is the tier where the C stops meaning line items and starts meaning manufacturability. The rules encode what the shop can actually build, and the finished configuration drives CAD files, bills of materials, and ERP orders downstream. It is the tier built for mass customization: every order is different, and none may be wrong. Showing the build matters here too. Most of these platforms render the product while it is configured, the approach our visual CPQ page unpacks. And when the render itself is the selling surface, the front half grows into a 3D product configurator. Five CPQ engines make up the tier. Not one publishes a price.
Visual, rules-driven configuration with CAD and drawing automation, aimed at industrial manufacturers. It came into Epicor as KBMax, acquired in May 2021, and pairs naturally with Epicor ERP estates. The demo to ask for: your most rule-bound product, configured into an invalid state, so you can watch the engine refuse it.
The constraint engine of the engineer-to-order world, built for machinery with thousands of interdependent options. Six scientists founded it in 1998, with Ericsson as the sole first customer. Its needs-based approach asks what the buyer requires and derives the product from the answer, which is mass customization run at industrial scale.
CPQ for manufacturers who run Dynamics or Salesforce, with the product model living beside the CRM the sales team already uses. A mid-weight option between the document tier and the heavy engines.
Configuration for Infor ERP estates, with 2D and 3D drawings generated from the configured build. Right where the ERP decision is already made and quoting has to fall in line.
One of the oldest rules engines in the category, at home in long option lists and regulated products. Age reads as risk to some buyers and depth to others; the rule coverage is real either way.
The tier's blind spot is the seat assumption: all five assume the person quoting works for you. Hand the same engines to an independent dealer network and the gaps appear, which is what the next kind exists to close.

Dealer and channel CPQ is built for the seat every other tier treats as an afterthought: the person writing the quote does not work for the manufacturer. That changes what every letter has to do. The rules must hold up in the hands of someone you cannot look over the shoulder of. And one build must carry three numbers at once: what the buyer sees, what the dealer pays and charges, and a cost price that never leaves your side.
Quoting for IT service providers and MSPs, wired into the ConnectWise stack. It proves the category: a whole CPQ platform built around the fact that the quoting seat sits inside a partner business. Its catalog is IT hardware and services rather than configured physical builds, and pricing is contact only.
Ours, listed on the same terms as the rest. Dealect is CPQ for manufacturers of configured physical products whose quotes are written by independent dealers. Each dealer quotes on their own price list with their own margin, your build rules ride along, and your cost price stays at the factory. The signed-in home for all of it is a B2B customer portal. Pricing is per manufacturer, so dealers pay nothing. It is the wrong pick if your own reps sell direct and no dealer ever quotes for you. For that shape, start at the manufacturing tier above; our CPQ software for manufacturing page maps the boundary honestly.
Published CPQ prices run from $19 to $200 per user per month, and only five of the sixteen platforms publish one. Nobody in this field prices the configured-product tier, so we checked all sixteen CPQ products against their own public pricing pages in August 2026. Everything published fits in one table.
| Platform | Published price |
|---|---|
| Salesforce Revenue Cloud | $150 per user per month (Growth) or $200 (Advanced), on top of a Sales Cloud license |
| Dynamics 365 Sales | $105 per user per month (Enterprise, paid yearly) |
| HubSpot Sales Hub | $90 per seat per month (Professional, paid yearly) |
| PandaDoc | $19 per seat per month (Essentials) or $49 (Business), paid yearly |
| QuoteWerks | From $50 per user per month (web edition) |
| Dealectours | Quoted per setup after a 30-minute demo, priced for the manufacturer; dealers pay nothing |
| The other ten | Contact only: Oracle, SAP, Conga, DealHub, Epicor, Tacton, Experlogix, Infor, Cincom, ConnectWise |
List prices from each vendor's own pricing page, checked 2026-08-05: Salesforce, Microsoft, HubSpot, PandaDoc, QuoteWerks. Dealect's structure is on our own pricing page.
Two things stand out. First, every published number sits at the seat-priced document end, which is why a buyer searching for the best CPQ software finds so few of them: most of this field bills the way enterprise software always has. Second, contact only is not one number. On the mid-market tier it usually means a scoped subscription. On the enterprise and manufacturing tiers it means a project, and the year-one project regularly outweighs the year-one licenses. The CPQ vendors that publish nothing are not all hiding the same figure.
Lists of CPQ tools wave at this with "pricing varies." Here is the useful version: if a vendor will not frame the number on the first call, the demo cycle is a negotiation, not a comparison. Our own frame is on the CPQ pricing page. The figure is shaped by the product line, the rules, and the dealer count. Dealers pay nothing, and you hear the full number on one 30-minute call.

If independent dealers, distributors, or reps write your quotes, the CPQ shortlist inverts. The dealer seat stops being an add-on question and becomes the first filter, because it is the one requirement nothing can retrofit convincingly. The buyers are pushing the same way. A Gartner survey of 646 B2B buyers, fielded in August and September 2025, found 67 percent prefer a rep-free buying experience. In a dealer channel, rep-free means the dealer quotes on the spot instead of phoning your office. Five questions sort the field, and every one is checkable before a sales call.
No list of the top CPQ software asks any of these, which is how a manufacturer with forty dealers ends up evaluating seat-priced platforms built for an in-house sales team. Put the five in writing and the field answers itself. Or put them to us first: the demo form at the end of this page books a 30-minute call, and we answer all five on one of your products, live.
Each of these traps is set by how this field sells, and each is avoidable before a contract is anywhere in sight.
A recommendation you can trust has to say where its own answer fails, so here it is: one line per kind, ours included.
Every platform above is somebody's right answer. The expensive mistake is buying a true category leader in the wrong category.
Short answers a buyer can act on. The first sentence of each is the answer.
There is no single best CPQ platform, because the field splits by how you sell. Salesforce Revenue Cloud leads for teams already on Salesforce. Oracle and SAP lead for enterprise catalogs and approvals. PandaDoc and QuoteWerks fit document-led sales teams. Epicor CPQ and Tacton fit industrial manufacturers with deep build rules. Dealect fits manufacturers whose quotes are written by independent dealers. Pick the kind that matches your channel first, then compare inside it.
Published list prices run from $19 to $200 per user per month, and only five of the sixteen platforms in this comparison publish one. The rest of the CPQ field quotes by project, shaped by catalog size, rules, integrations, and seats. On the enterprise and manufacturing tiers, budget for the go-live project as well as the licenses, because the project is often the larger year-one number.
Five of the sixteen compared here publish a number: Salesforce, Microsoft, HubSpot, PandaDoc, and QuoteWerks. Dealect publishes the structure instead: priced per manufacturer, shaped by the product line and the dealer count, quoted after a 30-minute demo, and dealers pay nothing. The other ten, the whole enterprise and manufacturing tier among them, publish nothing at all.
Two in this comparison are built for the dealer seat: ConnectWise CPQ for IT service providers, and Dealect for manufacturers of configured physical products. The manufacturing tier can often add a dealer portal as a project. The test that separates built-for from bolted-on: each dealer quotes on their own price list, with their own margin, without ever seeing the factory's cost price.
The stronger configured-product platforms do. Epicor CPQ, Tacton, Infor and Dealect all render the build on screen while options are picked, so the buyer approves a picture rather than a parts list. Document-led tools show a quote, not a product. If your product is bought partly on looks, treat on-screen rendering as a requirement rather than a flourish.
Days at the document end of the CPQ field, months to a year at the enterprise end, and weeks per product line in between. For a configured product the honest sequence is one line first: hand over the option list, the build rules, and the price lists, go live on that line, then roll in the rest of the range once it runs. Ask every vendor to put the go-live plan for your first line in writing.
Yes, when the product is configured and a wrong spec is expensive, because in a company that size the quoting knowledge usually sits in one or two heads. Moving those rules and price lists into software is what removes the queue behind those people. It is not worth it for a fixed catalog sold at list prices; a webshop already does that job.
Last updated
Teodoro Pickett writes the Dealect blog, covering CPQ, product configurators, and the business of selling custom products through dealer networks. Every article is written for manufacturers first, checked against sources a reader can open, and updated as the category moves.
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