Proposals, Quoting & CPQ
66 martech vendors in Proposals, Quoting & CPQ, part of Sales & Revenue Enablement. Each record carries the date we last verified it, so you can see how current it is before you rely on it.
Last verified:
Procurement-readiness profiles — SOC 2, ISO 27001, GDPR and DPA posture, data residency, AI-training policies — are available when you sign in.
CPQ, or configure-price-quote, software builds accurate sales quotes for complex products, applying pricing rules, discount-approval steps, and standard contract terms before a proposal reaches a prospect. Sales operations teams set it up and maintain it; finance and legal review it because it controls what terms a rep can offer without extra sign-off.
Who it is for
- Sales operations teams configuring pricing rules, product bundles, and approval thresholds that reps use to build a quote.
- Finance teams setting discount limits and margin guardrails a quote can't exceed without a manager's approval.
- Legal reviewers confirming that standard contract language embedded in a quote template matches current, approved terms.
What your No-Committee will ask
- IT security
- Is quote data, including customer-specific pricing, encrypted at rest? Is access to a quote's discount history logged by user? We check the vendor's own security page for both, not a general claim.
- Data governance
- Does the platform state how long pricing data is kept after a deal closes or is lost? Can that data be deleted on request? We look for a stated retention or deletion rule in the vendor's own docs.
- Architecture
- Does an approval flow enforce discount limits at the system level, or can a rep skip it without a manager's sign-off being logged? We record that enforcement detail, since it decides whether a limit is a rule or just a suggestion.
- AI governance
- If a model recommends a discount level or bundle, is that shown as a model suggestion rather than a fixed pricing rule? We track that distinction apart from a general smart-pricing claim.
- Legal / finance
- Does the vendor say how a contract-term change reaches quote templates already in progress, so an old clause doesn't slip into a signed deal? We record that handling wherever the vendor's own docs describe it.
How we verify
We don't take a vendor's own deal-speed story as proof of its approval or retention controls. Every claim above comes from the vendor's public security page, product page, or terms of service, with a source link. Our methodology page sets out, claim by claim, what has to be shown before we call something verified.
Frequently asked questions
How is CPQ software different from a general proposal or e-signature tool?
A proposal or e-signature tool formats and sends a document for signing after the numbers are already decided. CPQ software sits earlier in the process, calculating the actual price, applying discount rules, and routing an approval before a document is even generated, which then often exports into a signing tool.
Do CPQ vendors typically publish SOC 2 or ISO 27001 certification?
CPQ platforms handling customer-specific pricing and contract terms for larger sales organizations more often carry a SOC 2 report, since pricing data is commercially sensitive. Smaller, template-focused quoting tools more often rely on a general security page, which we record as self-attested.
Is pricing usually public for CPQ platforms?
Public per-seat pricing is uncommon in this category. Most CPQ platforms are sold as an add-on to a broader CRM or sales suite, and the CPQ module itself is typically quoted separately during a sales conversation once product complexity and deal volume are known.
What should I check beyond configuration flexibility before shortlisting a vendor?
Confirm whether discount and margin approval limits are enforced at the system level or only as guidance, how contract-term updates propagate to quotes already in progress, and how customer-specific pricing data is retained after a deal closes. Those checks matter most once an audit or a pricing dispute happens.