This directory covers CPQ engines – the software that drives complex product configuration with rules, rule-driven pricing (volume / tier / contract / regional / approval-gated), and the workflow that gets a validated configuration through to a customer-ready quote.
A true CPQ engine is the configurator + pricing engine + approval workflow combined. It is not the same as the quote document tool (PandaDoc, Proposify, Better Proposals, Qwilr) that takes already-decided line items and produces a polished PDF – those live in Quote and Proposal Documents. CPQ vendors need a deeper category of their own because the buying motion, integration surface, and operational characteristics are quite different from quote-doc tools.
What Distinguishes a “Real” CPQ
Mix (15 tools)
- License: 0 open source · 15 proprietary
- Hosting: 1 self-hosted · 12 SaaS · 2 both
When evaluating whether a tool is a CPQ engine vs. a quote-doc with a bit of configurability, look for:
- Rule-based product configurator – the configurator enforces compatibility constraints, dependencies, mutual exclusions, and minimum/maximum combinations. A rep can’t generate a quote for a hardware bundle missing the required power supply or an SaaS plan with conflicting modules.
- Pricing engine with externally defined rules – volume tiers, contract pricing, regional pricing, currency conversion, time-bounded promotions, approval-gated discounts – all configured by the pricing-ops team rather than hard-coded in the document
- Approval workflow – a deal that exceeds a discount threshold or a margin floor automatically routes to the manager / VP / CFO for approval before the quote can be sent
- Integration with a system of record – typically the CRM (Salesforce, Dynamics) or ERP (SAP, Oracle); the CPQ owns the configurator and pricing, the system of record owns the deal and order
- Quote-doc handoff – the final customer-facing PDF/web is often generated by a paired quote-doc tool (PandaDoc, DocuSign Gen, Conga Composer) rather than by the CPQ itself
If a tool ticks all five, it’s a CPQ engine and belongs here. If it ticks one or two, it’s a CPQ-light or quote-doc tool and belongs in Quote and Proposal Documents.
About this data & disclaimer
The information on these pages was researched by a combination of human review and large language models. This catalogue serves as a reference for the resources, applications, devices, deployment payloads, and other components that the ResorsIT platform integrates, deploys, and manages. To suggest an addition or correction, please contact us. Prepared by Rhodium Systems Inc., author of the ResorsIT platform — a unified IT operations management platform for IT teams and MSPs that integrates a curated suite of open-source, commercial, and SaaS applications into a single system with shared identity, single sign-on, access control, and a common audit trail. This information is compiled on a best-effort basis: it may be incomplete, contain errors, and become out of date as tools, vendors, licences, and features change. Use this catalogue only as a starting point for your own research, and independently verify and review any tool carefully against your own requirements before relying on it.
Comparison
Cross-tool comparison tables for the CPQ engines in this category.
The information below is point-in-time and captured from each vendor’s documentation / website at the time of writing; treat as a shopping aid, not a contract.
1. License and Pricing Model
| Tool | License | Pricing |
|---|---|---|
| Salesforce CPQ | Proprietary | Per-user / per-server-tier; bundled with Salesforce Sales Cloud Performance/Unlimited or licensed separately |
| DealHub CPQ | Proprietary | Per-user subscription; mid-market and enterprise tiers |
| ConnectWise Sell | Proprietary | Per-user; bundled in ConnectWise PSA suites |
| QuoteWerks | Proprietary | Per-user one-time + annual support; on-prem perpetual licence |
| Oracle CPQ | Proprietary | Per-user / per-server; enterprise contract |
| SAP CPQ | Proprietary | Per-user; enterprise contract |
| Conga CPQ | Proprietary | Per-user; enterprise contract |
| Tacton CPQ | Proprietary | Per-user; enterprise contract |
| Cincom CPQ | Proprietary | Per-user; enterprise contract |
| Configit | Proprietary | Per-user; enterprise contract |
| Experlogix CPQ | Proprietary | Per-user; mid-market and enterprise tiers |
| Epicor CPQ (KBMax) | Proprietary | Per-user; mid-market and enterprise tiers |
| Vendavo | Proprietary | Enterprise; per-user + data-volume |
| PROS Smart CPQ | Proprietary | Enterprise; per-user + data-volume |
| Logik.io | Proprietary | Per-user; modern cloud subscription |
There is no production-grade open-source CPQ – see the README for why.
2. Industry Sub-Segment
| Tool | Software / SaaS | MSP / IT channel | Manufacturing | Pricing-optimisation | Enterprise generalist |
|---|---|---|---|---|---|
| Salesforce CPQ | Strong | Possible | Possible | Limited | Strong |
| DealHub CPQ | Strong | Limited | Limited | Limited | Strong |
| ConnectWise Sell | – | Strong | – | – | – |
| QuoteWerks | – | Strong | – | – | – |
| Oracle CPQ | Strong | Limited | Strong | Possible | Strong |
| SAP CPQ | Strong | – | Strong (SAP-shop) | Possible | Strong |
| Conga CPQ | Strong | Limited | Strong | – | Strong |
| Tacton CPQ | – | – | Strong | – | – |
| Cincom CPQ | – | – | Strong | – | Strong |
| Configit | – | – | Strong (complex products) | – | – |
| Experlogix CPQ | Possible | – | Strong (Dynamics-shop) | – | Mid-market |
| Epicor CPQ | – | – | Strong (Epicor-shop) | – | – |
| Vendavo | – | – | Strong | Strong | Strong |
| PROS Smart CPQ | – | – | Strong | Strong | Strong |
| Logik.io | Strong | Limited | Possible | – | Mid-market |
3. Configurator Depth
The configurator is the heart of a CPQ. Depth varies enormously: a software-CPQ might enforce 50 simple rules; a manufacturing CPQ might enforce 50,000 rules across thousands of options.
| Tool | Rule complexity | Visual / 3D | Constraint-engine notes |
|---|---|---|---|
| Salesforce CPQ | Moderate | Limited | Apex-based; rule complexity scales with custom code |
| DealHub CPQ | Moderate | – | Modern rule UI; faster to author than legacy CPQ |
| ConnectWise Sell | Low to moderate | – | MSP-bundle complexity, not industrial complexity |
| QuoteWerks | Low to moderate | – | Long-running rule engine; predictable and well-known |
| Oracle CPQ | High | Limited | Mature; large-enterprise rule sets supported |
| SAP CPQ | High | Limited | SAP variant configurator integration for deepest cases |
| Conga CPQ | High | Limited | Salesforce-platform; scales with Apttus heritage rules |
| Tacton CPQ | Very high | Yes (3D) | Constraint-based modelling – different paradigm than rule-only engines; handles very large dependency networks |
| Cincom CPQ | High | Yes (3D) | Long-running manufacturing CPQ; rule + table-driven |
| Configit | Very high | – | “Virtual Tabulation” pre-computes valid configurations – handles rule sets that bring rule-only engines to a crawl |
| Experlogix CPQ | Moderate to high | Yes | Strong configurator at mid-market |
| Epicor CPQ | High | Yes (3D) | KBMax 3D visual configurator is a standout |
| Vendavo | Moderate | – | Configurator secondary to pricing engine |
| PROS Smart CPQ | Moderate to high | – | Configurator secondary to pricing science |
| Logik.io | Moderate | – | Modern; positions on speed of configurator authoring |
4. Pricing Engine
| Tool | Volume / tier | Contract pricing | Currency / region | Approval workflow | AI-driven recommendations |
|---|---|---|---|---|---|
| Salesforce CPQ | Yes | Yes (with Steelbrick legacy) | Yes | Yes | Limited (Einstein add-ons) |
| DealHub CPQ | Yes | Yes (strong) | Yes | Yes | Limited |
| ConnectWise Sell | Yes | Limited | Yes | Limited | – |
| QuoteWerks | Yes | Limited | Yes | Limited | – |
| Oracle CPQ | Yes | Yes | Yes | Yes (mature) | Limited |
| SAP CPQ | Yes | Yes | Yes | Yes | Limited |
| Conga CPQ | Yes | Yes | Yes | Yes | Limited |
| Tacton CPQ | Yes | Yes | Yes | Yes | Limited |
| Cincom CPQ | Yes | Yes | Yes | Yes | Limited |
| Configit | Yes | Yes | Yes | Yes | Limited |
| Experlogix CPQ | Yes | Yes | Yes | Yes | Limited |
| Epicor CPQ | Yes | Yes | Yes | Yes | Limited |
| Vendavo | Yes | Yes | Yes | Yes | Yes (core capability) |
| PROS Smart CPQ | Yes | Yes | Yes | Yes | Yes (core capability) |
| Logik.io | Yes | Yes | Yes | Yes | Limited |
5. Deployment Model
| Tool | SaaS | Customer-managed cloud | On-prem |
|---|---|---|---|
| Salesforce CPQ | Yes (Salesforce platform) | – | – |
| DealHub CPQ | Yes | – | – |
| ConnectWise Sell | Yes | – | Limited (older versions) |
| QuoteWerks | – | – | Yes (the long-running on-prem standard) |
| Oracle CPQ | Yes (Oracle Cloud) | – | – |
| SAP CPQ | Yes (SAP Cloud) | – | – |
| Conga CPQ | Yes (Salesforce platform) | – | – |
| Tacton CPQ | Yes | Limited | Limited |
| Cincom CPQ | Yes | Yes | Yes |
| Configit | Yes | Yes | Yes |
| Experlogix CPQ | Yes | – | – |
| Epicor CPQ | Yes | – | Limited |
| Vendavo | Yes | – | – |
| PROS Smart CPQ | Yes | – | – |
| Logik.io | Yes | – | – |
QuoteWerks is the on-prem option in this category by long-standing convention. Cincom CPQ and Configit support on-prem because their large-enterprise customers sometimes require it.
6. Ecosystem Fit
| Tool | Salesforce CRM | Microsoft Dynamics | SAP S/4HANA | Oracle CX | ConnectWise PSA | Standalone |
|---|---|---|---|---|---|---|
| Salesforce CPQ | Native | – | – | – | – | – |
| DealHub CPQ | Strong | Strong | – | – | – | Yes |
| ConnectWise Sell | Limited | Limited | – | – | Native | – |
| QuoteWerks | Strong | Strong (Dynamics, Zoho) | – | – | Strong | Yes |
| Oracle CPQ | – | – | Limited | Native | – | – |
| SAP CPQ | Limited | – | Native | – | – | – |
| Conga CPQ | Native | – | – | – | – | – |
| Tacton CPQ | Yes | Yes | Yes | – | – | Yes |
| Cincom CPQ | Yes | Yes | Yes | – | – | Yes |
| Configit | Yes | Yes | Yes | – | – | Yes |
| Experlogix CPQ | Yes | Native | Yes | – | – | Yes |
| Epicor CPQ | Yes | Yes | – | – | – | Yes |
| Vendavo | Yes | Yes | Yes | Yes | – | Yes |
| PROS Smart CPQ | Yes | Yes | Yes | Yes | – | Yes |
| Logik.io | Native | Yes | – | – | – | Yes |
7. SSO / OIDC (Authentik)
CPQ tools serving large enterprise generally have mature SSO.
| Tool | OIDC | SAML 2.0 | SCIM |
|---|---|---|---|
| Salesforce CPQ | Yes (via Salesforce) | Yes | Yes |
| DealHub CPQ | Yes | Yes | Yes |
| ConnectWise Sell | Limited | Yes | Limited |
| QuoteWerks | Limited | Limited | – |
| Oracle CPQ | Yes | Yes | Yes |
| SAP CPQ | Yes | Yes | Yes |
| Conga CPQ | Yes (via Salesforce) | Yes | Yes |
| Tacton CPQ | Yes | Yes | Limited |
| Cincom CPQ | Yes | Yes | Limited |
| Configit | Yes | Yes | Limited |
| Experlogix CPQ | Yes | Yes | Limited |
| Epicor CPQ | Yes | Yes | Limited |
| Vendavo | Yes | Yes | Yes |
| PROS Smart CPQ | Yes | Yes | Yes |
| Logik.io | Yes | Yes | Yes |
For Authentik integration, SAML is the broadest path; OIDC is increasingly supported across the category.
Per-Tool Evaluations
| Tool | File |
|---|---|
| Salesforce CPQ | salesforce-cpq.md |
| DealHub CPQ | dealhub-cpq.md |
| ConnectWise Sell | connectwise-sell.md |
| QuoteWerks | quotewerks.md |
| Oracle CPQ | oracle-cpq.md |
| SAP CPQ | sap-cpq.md |
| Conga CPQ | conga-cpq.md |
| Tacton CPQ | tacton-cpq.md |
| Cincom CPQ | cincom-cpq.md |
| Configit | configit.md |
| Experlogix CPQ | experlogix-cpq.md |
| Epicor CPQ | epicor-cpq.md |
| Vendavo | vendavo.md |
| PROS Smart CPQ | pros-smart-cpq.md |
| Logik.io | logik-io.md |
See Also
- README.md – conceptual overview, sub-segments, the OSS picture
- Quote and Proposal Documents – quote/proposal document tools (often used alongside a CPQ for the final PDF)
- CRM / SFA – CRM systems that own the deal record
- ERP & Accounting – ERP systems that own the order record
- PSA / MSP Platforms – PSA platforms with built-in quoting
- Digital Signatures / E-Sign – e-signature for accepted quotes
Tools
16 tools.
Cincom CPQ
Cincom CPQ is one of the longest-running CPQ products, predating most of the modern cloud-CPQ vendors. Cincom Systems itself dates to 1968 and the CPQ product has been in continuous development since the late 1990s.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: OIDC, SAML
ResorsIT usage: Web App with SSO
Access & Identity: Single sign-on · Directory / LDAP
Configit
Configit is a Danish CPQ vendor that focuses on the most complex-product configuration cases – products where the number of valid configurations is astronomical and rule-only engines simply fall over.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: OIDC, SAML
ResorsIT usage: Web App with SSO
Access & Identity: Single sign-on
Conga CPQ
Conga CPQ (formerly Apttus CPQ) is a mature enterprise CPQ built on the Salesforce platform, originally one of Salesforce’s Strategic ISV partners before Salesforce acquired Steelbrick (now Salesforce CPQ) and started competing more dir…
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: OIDC, SAML
ResorsIT usage: Web App with SSO
Access & Identity: Single sign-on · Provisioned account
ConnectWise Sell
ConnectWise Sell (formerly Quosal) is the quoting and proposal automation tool within the ConnectWise ecosystem.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: none
ResorsIT usage: Web App without SSO
Access & Identity: Vaulted credential
ConnectWise Sell / CPQ
Configure-Price-Quote (CPQ) tool (formerly Quosal) purpose-built for MSPs; commonly bolted onto ConnectWise PSA.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: OIDC
ResorsIT usage: Web App without SSO
Access & Identity: Single sign-on
Evaluated under CRM / SFA.
DealHub CPQ
DealHub is an enterprise CPQ (Configure, Price, Quote) platform that targets mid-market and enterprise sales organizations with complex pricing, product configuration, and approval requirements.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: none
ResorsIT usage: Web App without SSO
Access & Identity: Vaulted credential
Epicor CPQ (formerly KBMax)
Epicor CPQ (formerly KBMax, acquired by Epicor in 2021) is a manufacturing- focused CPQ with a distinctive 3D visual configurator – the configurator is genuinely visual rather than form-based, with the configured product render…
License: Proprietary (proprietary) · Kind: web · Deploy: direct, saas · SSO: OIDC, SAML
ResorsIT usage: Web App with SSO
Access & Identity: Single sign-on
Experlogix CPQ
Experlogix is a mid-market CPQ with a strong reputation in the Microsoft Dynamics 365 ecosystem.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: OIDC, SAML
ResorsIT usage: Web App with SSO
Access & Identity: Single sign-on
Logik.io
Logik.io is a newer cloud-native CPQ (founded around 2020) that positions on configurator-authoring speed and developer experience.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: OIDC, SAML
ResorsIT usage: Web App with SSO
Access & Identity: Single sign-on
Oracle CPQ
Oracle CPQ (originally BigMachines, acquired by Oracle in 2013) is a mature enterprise CPQ engine that sits within the Oracle CX (Customer Experience) suite alongside Sales Cloud, Commerce, Service, and Marketing.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: OIDC, SAML
ResorsIT usage: Web App with SSO
Access & Identity: Single sign-on · Provisioned account
PROS Smart CPQ
PROS Smart CPQ is part of the broader PROS platform that combines pricing science (PROS originated in airline revenue management and has decades of pricing-optimisation IP), deal configuration, and CPQ in one suite.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: OIDC, SAML
ResorsIT usage: Web App with SSO
Access & Identity: Single sign-on · Provisioned account
QuoteWerks
QuoteWerks is the dominant quoting tool in the MSP and VAR channel, with over 20 years of market presence.
License: Proprietary (proprietary) · Kind: web · Deploy: direct · SSO: none
ResorsIT usage: Web App without SSO
Access & Identity: Forward-auth · Vaulted credential
Salesforce CPQ
Salesforce CPQ (formerly Steelbrick) is an enterprise CPQ platform built natively on the Salesforce platform.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: none
ResorsIT usage: Web App without SSO
Access & Identity: Vaulted credential
SAP CPQ
SAP CPQ (formerly CallidusCloud CPQ) is SAP’s cloud configure-price-quote engine, offering deep native integration with S/4HANA’s variant configurator, pricing engine, and sales-order data.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: OIDC, SAML
ResorsIT usage: Web App with SSO
Access & Identity: Single sign-on · Provisioned account
Tacton CPQ
Tacton CPQ is a manufacturing-focused CPQ distinguished by its constraint-based configuration engine – a different paradigm from rule-only engines used by most CPQs.
License: Proprietary (proprietary) · Kind: web · Deploy: direct, saas · SSO: OIDC, SAML
ResorsIT usage: Web App with SSO
Access & Identity: Single sign-on
Vendavo
Vendavo is a proprietary B2B pricing-optimization and CPQ platform that combines AI- driven price recommendations and margin analytics with rule-based pricing and configurator capabilities.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: OIDC, SAML
ResorsIT usage: Web App with SSO
Access & Identity: Single sign-on · Provisioned account
