Today, we awarded the 2018 TrustRadius Top Rated badges for Configure Price Quote Tools. The TrustRadius Top Rated awards are unique in that they are an unbiased reflection of customer sentiment, based solely on user satisfaction scores. They are not influenced by analyst opinion, the vendor’s company size, popularity, site traffic, or status as a TrustRadius customer.
Configure Price Quote (CPQ) tools are used by sales teams to generate product quotes and manage product configuration during the proposal process. CPQ tools institutionalize sales knowledge and product constraints, and can help determine pricing in complicated negotiations. By semi-automating quotes, they save time for salespeople, who can then get accurate quotes to their customers more quickly. Integrations (to CRM, contract management, accounting, or product information systems, for example) are an important element in achieving these benefits. Feedback from other sales organizations on how well integrations support automation can be very helpful for buyers who are evaluating whether a product will help with efficiency, productivity, and consistency at their own organization.
Here are the winners:
Overall Top Rated
Apttus was designed to help sales representatives create quotations for customers based on standardized pricing and configuration rules. It also offers the option to turn proposals into contracts to formalize sales. Users praise the product’s ability to handle complex rules, its seamless integration with Salesforce (since Apttus is built on the Force.com platform), and the high-quality service and support from the Apttus team.
“Apttus CPQ is an easy system to administer, using the same object logic as the Salesforce platform. We implemented Apttus for virtually all of our sales representative processes, and in doing so found that we virtually eliminated speculative ordering.”
– Jack Borland | Sales Operations Manager | Wolters Kluwer Legal & Regulatory US
ConnectWise Sell is a quote a proposal generation tool aimed towards tech and IT services companies. The Etilize module allows sales teams to pull product options, pricing and availability, images, etc. into a quote, and the Order Porter interactive delivery system allows customers to configure their order and accept the quote online. Reviewers like the flexibility of the customizable templates and the variety of integrations available.
“Quosal’s API has given us the ability to completely automate our sales process; we are able to produce very impressive sales proposals in a fraction of the time. The manual data entry that previously consumed our sales and accounting resources is now achieved with the simple click of a mouse.”
– Jared Connell | Manager of Sales Support | Five Nines Technology Group
QuoteWerks offers an alternative to using Microsoft Word or Excel to create sales quotes and proposals, with integrations to the user’s CRM system, PSA system, Accounting software, and vendors (manufacturers, distributors, etc.). Reviewers like that quotes generated with QuoteWerks are organized and professional looking, and see the integrations with ConnectWise, Autotask, and vendor pricing/order tracking information as particularly valuable.
“QuoteWerks is great in an environment where you need to provide a professional looking quote to a customer and also if you need to integrate with Connectwise and get current pricing from your distributor at your fingertips.”
– Sue Scott | Account Executive | Sonit Systems Inc.
In addition to overall top rated awards, we also recognize tools that are top rated in a specific market segment. Company size is one way to help buyers identify the right solutions for their use case. To qualify for these lists, at least 15% of the product’s reviews and ratings must come from that market segment.
Top Rated by Enterprises
Top Rated by Mid-Size Companies
Congratulations to the winners of the Top Rated Configure Price Quote Tools Award!
Top Rated Criteria
Products included in the 2018 Top Rated Configure Price Quote Tools list must have been in the top tier of their category TrustMap on Jan. 26, 2018, to earn a Top Rated badge. To qualify for the Configure Price Quote Tools TrustMap, products must have at least 10 or more reviews and ratings on TrustRadius. Every reviewer is verified and every review is vetted before publication. Products are plotted on the map based on end-user data, including users’ likelihood to recommend scores as well as buyer research patterns. To learn more about TrustMaps and Top Rated methodology, check out this page.