TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Caterease

    Score7.2 out of 10
    N/AN/A

    $85

    per month

    Oracle CPQ

    Score5.5 out of 10
    N/AOracle CPQ is a cloud-based application that helps sellers configure the right mix of products or services and create accurate, professional quotes to quickly meet their customers’ pricing needs.

    $240

    per month per user

    Pricing
    CatereaseOracle CPQ
    Editions & Modules
    Express
    $85
    per month
    Standard
    $125
    per month
    Professional
    $165
    per month
    CPQ Pricing
    $240.00
    per month per user
    Offerings
    Pricing Offerings
    CatereaseOracle CPQ
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional DetailsPrices are available at a 20% discount if billed annually.—
    More Pricing Information
    Features
    CatereaseOracle CPQ
    CPQ
    Comparison of CPQ features of Caterease and Oracle CPQ
    Feature
    Caterease
    -
    Ratings
    Oracle CPQ
    6.7
    18 Ratings
    26% below category average
    Quote sharing/sending00 Ratings7.017 Ratings
    Product configuration00 Ratings8.017 Ratings
    Configuration options00 Ratings8.017 Ratings
    Pricing rules00 Ratings7.016 Ratings
    Price adjustment00 Ratings5.017 Ratings
    Purchase history and open contracts00 Ratings6.016 Ratings
    Guided selling/Sales portal00 Ratings7.016 Ratings
    CPQ reporting & analytics00 Ratings7.017 Ratings
    CPQ-CRM integration00 Ratings7.015 Ratings
    Attachments to quotes00 Ratings5.017 Ratings
    Order capturing00 Ratings7.07 Ratings
    Best Alternatives
    CatereaseOracle CPQ
    Small Businesses
    No answers on this topic
    QuoteWerks
    Score9.7 out of 10
    Medium-sized Companies
    No answers on this topic
    QuoteWerks
    Score9.7 out of 10
    Enterprises
    No answers on this topic
    Agentforce Revenue Management
    Score8.6 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    CatereaseOracle CPQ
    Likelihood to Recommend
    7.5
    (3 ratings)
    1.0
    (45 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    7.0
    (26 ratings)
    Usability
    -
    (0 ratings)
    3.0
    (8 ratings)
    Availability
    -
    (0 ratings)
    10.0
    (3 ratings)
    Performance
    -
    (0 ratings)
    8.0
    (2 ratings)
    Support Rating
    9.0
    (1 ratings)
    1.0
    (4 ratings)
    In-Person Training
    -
    (0 ratings)
    8.0
    (2 ratings)
    Implementation Rating
    -
    (0 ratings)
    2.0
    (6 ratings)
    User Testimonials
    CatereaseOracle CPQ
    Likelihood to Recommend
    Caterease
    Integration with Microsoft Access - We use Access for a lot of different Queries, such as for our bar back to know the specifics of each bar. Caterease allows Access to pull data directly so all we have to do is run the report instead of entering all the information manually. Same with diagramming, having software like Placez that pulls from Caterease allows for such things as table and chair counts to be pulled directly from Caterease instead of having to place each individual table.
    Incentivized
    Read full review
    Oracle
    I think CPQ had worked so well for our company because of the widespread nature of our associates and tracking orders that were being placed in multiple time zones. My team specifically needed a way of analyzing these orders to track our progress in real time and sort out any supply orders before they became an issue. If you are in a centralized location with a smaller team then this may not yield much use to you.
    Incentivized
    Read full review
    Pros
    Caterease
    • Quick updates to contracts/files
    • Great integrations available
    • Report generation
    Incentivized
    Read full review
    Oracle
    • Leveraged automation to minimize headcount costs despite 10% year-over-year business growth, and enabled staff to focus on more strategic tasks.
    • Established a flexible CPQ system that scales on demand to easily accommodate the company’s multiple global locations.
    • Improved customer relations by reducing configuration time and allowing sales more time to meet with customers and close orders.
    Incentivized
    Read full review
    Cons
    Caterease
    • It’s a great program, but it’s missing some aspects that would be incredibly useful. It has the ability to store venues and locations that you’ve used in the past, but it doesn’t allow you to associate a tax rate with the saved venue. As our company handles events all throughout Southern California and tax rates are constantly changing, it would be nice to be able to assign certain tax rates to certain zip codes and venues.
    • It can be a little finicky sometimes with its equipment conflict algorithm. There will be events In the system that have been marked as cancelled, yet it will insist that an event I am working on has an equipment conflict with it (even though that event is not going through). It will not let you save out of your event and, sometimes, will end up deleting all your changes and progress, which is incredibly frustrating.
    • I wish there was a way to export PDFs of your proposals without re-saving your entire proposal. Sometimes, clients will ask for two versions of the same proposal with just slight changes, and it’s annoying to have to go in and completely re-do and save the proposal and have to adjust it back to the original.
    • It would be nice if there was a way to see a history of all of the changes that had been made in a proposal, that would be great. Because we often have many hands on each event we do, having a comprehensive list of all the changes made to each proposal and the date and times, and users who made these changes would be an incredible asset.
    Incentivized
    Read full review
    Oracle
    • Significant setup time, cost, and maintenance. We have to use an implementation partner
    • Does not always play well with other software, even Oracle software. While this is improved and being further improved, that it was a third party acquisition means things sometimes require a little extra care
    • Additional setup documentation and first walkthroughs would be helpful, especially if it was all in one place
    Incentivized
    Read full review
    Likelihood to Renew
    Caterease
    No answers on this topic
    Oracle
    So far it is all good with BigMachines, looking for new features since Oracle acquisition has created a lot of expectations. We have outlined our limitations (out of box functionality) in our periodic customer successor advice meetings for a while, hope we get a resolution soon. Also, the BigMachines user license fee has increased a lot in the last three years.
    Incentivized
    Read full review
    Usability
    Caterease
    No answers on this topic
    Oracle
    The software UI can be as complex or as simple as you need it to be (depending on the business). It does require training others on quote configuration and the order in which to build out order positions prior to configuring a quote. Once users are trained;however, it is fairly straight-forward. The UI is still more static than other new wizard/drag-and-drop models, but it get's the job done
    Incentivized
    Read full review
    Reliability and Availability
    Caterease
    No answers on this topic
    Oracle
    Other than one day two years ago and an hour or two a few times since then due to data center outages, it has been very reliable
    Read full review
    Performance
    Caterease
    No answers on this topic
    Oracle
    It depends upon the day however there are so many failure points with online services, including our internet service, that this is probably closer to 9 with the latest version
    Read full review
    Support Rating
    Caterease
    I have not had to use the support in my over 3 years of using Caterease. This is why I gave it a 9 rating because even though I haven't had to interact with support, the fact that I haven't had to use support speaks volumes to how good the software is and how it is user friendly.
    Incentivized
    Read full review
    Oracle
    Some specific support personal was good and fixed some problems fast using proper solutions. But when one of them went to sleep when we had critical issues and they do unreported commits to our production environment which caused issues and they were hiding it?? you can not give more than a two (maybe even that is too much). They also failed to add a feature for us which also bring the grade down.
    Read full review
    In-Person Training
    Caterease
    No answers on this topic
    Oracle
    They have pretty good training. Our business analysts have been able to go to entry and advanced level training. They have a train the trainer model. Our business analyst attended training, then trained the rest of our staff.
    Read full review
    Implementation Rating
    Caterease
    No answers on this topic
    Oracle
    It was a much more technical implementation than we thought. It involved much more code.

    Future releases have made and will make administering the tool easier.

    EDL consulting had one good developer, but when he was moved off, they were horrible to work with.

    The BMI sales team does a “BOA” or a “Business Operation Assessment” which is extremely valuable, not only for them to scope an implementation and get more reach within the organization, but it is also a documentation of business process that most organizations don’t have. It highlights inefficiencies and allows for correction during implementation.

    Having a dedicated team (in-house) for implementation is key
    Read full review
    Alternatives Considered
    Caterease
    I haven’t used too many other events programs in the past – at a former company, we used the back end of our website in order to create events, but Caterease is a lot more user-friendly. Our website wasn’t particularly fancy – it didn’t allow us to conflict check or see if there was another event at the same time. It was used for the sole purpose of posting the information to our system – not for creating full proposals. Caterease is much more effective for what we need to use it for in this context.
    Incentivized
    Read full review
    Oracle
    Oracle engagement is ahead. They are active in the development of the tool and provide great support after implementation. They also listen to their customers and offer opportunities to feedback and provide input through activities like the customer advisory board forum.
    Read full review
    Return on Investment
    Caterease
    • Has made our team more efficient and be able to have a central place to store all info so everyone can access it.
    • Manually printing BEOs has proven to be incredibly inefficient as they get updated quickly and often times just causes confusion and mistakes.
    • It's nice to be able to generate contracts fairly quickly for clients
    Incentivized
    Read full review
    Oracle
    • Increased Sales Rep efficiency. Being able to create multiple quotes ACCURATELY and quickly was a game changer.
    • Large implementation time. It's a little difficult to fit BMI into a SCRUM style build, with multiple working models and prototypes of all 3 simultaneously.
    • A larger fee for licensing and implementation cost. ROI wouldn't be realized in the first year.
    Read full review
    ScreenShots