Infor CPQ vs QuoteCloud

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Our analysts compared Infor CPQ vs QuoteCloud based on data from our 400+ point analysis of CPQ Software, user reviews and our own crowdsourced data from our free software selection platform.

QuoteCloud Software Tool

Product Basics

Infor CPQ is a rules-based cloud configuration software that optimizes complex sales cycles with visualization, collaboration and integration. An intuitive configuration engine and knowledge base of predefined rules help users generate a single-integrated quote and view configuration-specific price lists.

Pricing views enable sales reps to view profits, meet margins and upsell. 2D drawings, 3D models and automated manufacturing information show products configured to customer specifications and validate visualizations. Users can also access pre-built APIs to integrate with cloud and on-site applications.

To explore other popular solutions that Infor offers, visit our Infor company page.

Pros
  • Easy to use interface
  • Strong product configurator
  • Visually appealing quotes
  • Streamlined approval process
  • Good integration options
Cons
  • Limited reporting capabilities
  • Steep learning curve for advanced features
  • Can be slow on complex configurations
  • Customization options require coding
  • High cost compared to some competitors
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QuoteCloud is a sophisticated software solution designed to streamline the Configure, Price, Quote (CPQ) process. It excels in automating the creation of sales quotes, proposals, and contracts, making it particularly suitable for businesses that require efficient and accurate pricing configurations. This tool is ideal for sales teams, small to medium-sized enterprises, and large corporations that need to manage complex pricing structures and approval workflows.

One of the standout benefits of QuoteCloud is its ability to reduce the time spent on generating quotes, thereby accelerating the sales cycle. Users appreciate its intuitive interface, robust customization options, and seamless integration with CRM systems. Popular features include dynamic pricing models, real-time collaboration, and detailed analytics that provide insights into sales performance.

Compared to similar products, QuoteCloud is often praised for its user-friendly design and comprehensive feature set. While specific pricing details are not always readily available, potential users are encouraged to contact SelectHub for a tailored pricing quote based on their unique requirements. Payment structures typically vary, with options for monthly or annual subscriptions.

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Product Assistance

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Product Insights

  • Simplify Product Configuration: Create new product offerings using a dynamic, visually interactive configuration engine, built-in logic and rules and 3D CAD generation. Enable customers to configure complex products with unique permutations, determine selling price and generate professional bid packages. 
  • Increase Upselling: Add high-margin accessories and features to quotes using intuitive suggestions. View projected profit margins so sales reps can identify add-ons to meet profit objectives and customer needs. 
  • Streamline Sales Cycles: Decrease interdepartmental dependence by making it easy for users to quote add-ons, products and services. Automate quote and order generation, manufacturing instructions and CAD drawings to optimize quote-to-order fulfillment. Utilize in-built pricing and engineering approval workflows. 
  • Automate CAD Generation: Improve client visualization by creating 2D and 3D CAD drawings, interactive 3D models and an augmented reality experience using an intuitive engine. Define built-in logic and rules allowing customers to generate custom visualizations. 
  • Enhance Integrations and Extensibility: Access out-of-the-box integrations with PaaS and API access for Infor, Salesforce and Microsoft Dynamics and service-level integration with dozens of other applications. Export and import data in PDF, CSV or Excel formats. Customize processes and interfaces with coding and optional development tools. 
  • Improve Manufacturing Execution Processes: Create manufacturing instructions like bills of materials and routings automatically from orders. Store these instructions along with the fulfillment process with ERP integration. Avoid mistakes on the shop floor by generating clear 2D drawings and 3D models of final products. 
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  • Increased Efficiency: Automates the quote generation process, reducing the time spent on manual tasks and allowing sales teams to focus on closing deals.
  • Improved Accuracy: Minimizes errors in pricing and configurations by using predefined rules and templates, ensuring quotes are correct and consistent.
  • Enhanced Collaboration: Facilitates better communication between sales, finance, and legal teams by providing a centralized platform for quote management.
  • Faster Turnaround: Speeds up the approval process with automated workflows, enabling quicker response times to customer inquiries.
  • Customizable Templates: Allows for the creation of tailored quote templates that reflect the brand’s identity and meet specific client needs.
  • Real-Time Data Access: Provides up-to-date information on pricing, inventory, and customer details, helping sales teams make informed decisions.
  • Scalability: Supports growing businesses by handling an increasing volume of quotes without compromising performance or accuracy.
  • Enhanced Customer Experience: Delivers professional and accurate quotes quickly, improving customer satisfaction and trust.
  • Integration Capabilities: Seamlessly integrates with CRM and ERP systems, ensuring data consistency across platforms and enhancing overall business processes.
  • Cost Savings: Reduces the need for manual intervention and rework, leading to lower operational costs and higher profitability.
  • Compliance Assurance: Ensures quotes adhere to company policies and industry regulations, reducing the risk of non-compliance.
  • Insightful Analytics: Offers detailed reporting and analytics on quote performance, helping businesses identify trends and areas for improvement.
  • Enhanced Security: Protects sensitive data with robust security measures, ensuring that customer and pricing information remains confidential.
  • Flexibility: Adapts to various business models and industries, providing a versatile solution for different quoting needs.
  • Reduced Training Time: Intuitive interface and user-friendly design minimize the learning curve, allowing new users to become proficient quickly.
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  • 2D and 3D Visualization: Create interactive 2D CAD drawings, 3D models and augmented reality experiences for complex products. Display product options and finished product models for potential customers. 
  • Integration: Use API access and service-level integrations to optimize key sales points, order documentation and configuration processes. Sync the program to Oracle, Salesforce and Microsoft Dynamics for support in every process phase. 
  • Price Management: Price configured products using an engine powered by in-built rules, models and logic. Define and maintain multiple price lists and pricing models. Add discounts, view margins and mark-ups and calculate tax rates for quotes or order summaries. 
  • Quote Management: Streamline quote creation using customizable templates, auto-population and “favorite” quote lists. Consolidate input from multiple users with merged changes using the quote collaboration feature. Email quotes from the system, make quote line level price adjustments and view quote status. 
  • Dashboards and Reporting: Create custom reports from scratch or modify pre-defined sample reports. Enhance data readability by visualizing custom, interactive charts. Access information and view KPIs easily from a customizable dashboard with multiple standard views and drill-down capabilities for every view. 
  • Order Generation: Save time by converting price quotes to orders and using orders to automate manufacturing information like dynamic bills of materials and kitted packing instructions. 
  • Collaboration Tools:  Send price quotes through selling channels to invite collaboration. Ensure projects stay on track with automated internal workflows for pricing and engineering. 
  • AI Insights: Make better decisions with assistance from Infor Coleman AI on product configuration suggestions, pricing recommendations, discount guidance, automated cross-selling and quote performance analysis. 

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  • Customizable Templates: Create and save personalized templates for quotes, ensuring consistency and efficiency in your sales process.
  • Real-Time Collaboration: Collaborate with team members and clients in real-time, making it easier to finalize quotes quickly and accurately.
  • Automated Pricing Rules: Set up complex pricing rules and discount structures that automatically apply to quotes, reducing manual errors.
  • Integration Capabilities: Seamlessly integrate with CRM systems like Salesforce and HubSpot, ensuring data consistency across platforms.
  • Electronic Signatures: Allow clients to sign quotes electronically, speeding up the approval process and reducing paperwork.
  • Analytics and Reporting: Generate detailed reports and analytics to track quote performance and identify areas for improvement.
  • Multi-Currency Support: Handle quotes in multiple currencies, making it easier to do business internationally.
  • Mobile Accessibility: Access and manage quotes from any device, ensuring you can work on the go.
  • Approval Workflows: Set up custom approval workflows to ensure quotes are reviewed and approved by the right people before being sent to clients.
  • Document Management: Store and manage all quote-related documents in one place, making it easy to find and reference past quotes.
  • Product Catalog Management: Maintain a comprehensive product catalog with detailed descriptions, images, and pricing information.
  • Client Portal: Provide clients with a secure portal where they can view, approve, and comment on quotes.
  • Notifications and Alerts: Set up notifications and alerts to keep you informed of important quote-related activities and deadlines.
  • Custom Branding: Customize the look and feel of your quotes to match your company's branding, creating a professional and cohesive appearance.
  • Version Control: Keep track of changes to quotes with version control, ensuring you always have access to the most up-to-date information.
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Product Ranking

#33

among all
CPQ Software

#37

among all
CPQ Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Infor CPQ
QuoteCloud
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AI-Based Capabilities Contract Management Dashboard And Reporting Mobile Capabilities Platform Capabilities And Security Price Management Product Configurator And Catalog Management Quote Management 60 51 100 100 90 82 86 87 0 25 50 75 100
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User Sentiment Summary

Excellent User Sentiment 81 reviews
Great User Sentiment 42 reviews
94%
of users recommend this product

Infor CPQ has a 'excellent' User Satisfaction Rating of 94% when considering 81 user reviews from 4 recognized software review sites.

82%
of users recommend this product

QuoteCloud has a 'great' User Satisfaction Rating of 82% when considering 42 user reviews from 2 recognized software review sites.

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Awards

SelectHub research analysts have evaluated Infor CPQ and concluded it earns best-in-class honors for Dashboard and Reporting and Mobile Capabilities. Infor CPQ stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Dashboard and Reporting Award
Mobile Capabilities Award

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Synopsis of User Ratings and Reviews

Increased Sales Efficiency: Streamlined quoting process with pre-configured products, pricing rules, and guided selling.
Improved Accuracy: Reduced errors with automated calculations, validations, and consistency checks.
Enhanced Collaboration: Real-time visibility and information sharing between sales, product, and finance teams.
Configurable Rules and Approvals: Flexible workflows and custom logic to meet specific business requirements.
Detailed Reporting and Analytics: Data-driven insights into quoting activity, win rates, and pricing effectiveness.
Mobile Accessibility: Access quotes and configure products on the go with mobile app (if available).
Integration with CRM and ERP Systems: Seamless data exchange with existing business software (if applicable).
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Customizable Templates: QuoteCloud enables you to tailor your quotes and proposals by adjusting the existing templates or creating new ones from scratch for your specific needs.
Version Control: The software provides you with the ability to manage different versions of your quotes, ensuring that you are always working with the most up-to-date information and can track the changes made over time.
Seamless Integration: QuoteCloud seamlessly integrates with various business tools, including CRM and ERP systems, to streamline your workflows and eliminate the need for manual data entry.
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Clunky User Interface: Users report an outdated and complex interface that hinders navigation and slows down workflows.
Steep Learning Curve: New users struggle to grasp the software's intricacies, requiring significant training and impacting productivity.
Limited Reporting Features: Users lack in-depth reporting capabilities, making it difficult to analyze sales data and identify improvement areas.
Inconsistent Customer Support: Reviews mention instances of slow response times and unhelpful interactions with customer support.
Customization Challenges: Adapting the software to specific needs can be complex, requiring advanced technical expertise.
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Complex Setup: Getting QuoteCloud up and running can be pretty involved, and it might take a while for your team to get comfortable using it.
Documentation Needs Improvement: While QuoteCloud's customer support gets good reviews, users have mentioned that they would like to see more detailed documentation to help them troubleshoot issues and make the most of the platform's features.
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Infor CPQ, a configure-price-quote (CPQ) software, garners mixed reviews from recent users. While some praise its powerful quoting capabilities and robust product configuration engine, others criticize its clunky interface and limited reporting features. Strengths: Users laud CPQ's ability to handle complex product configurations with ease, highlighting its vast array of options and rules. They also appreciate its tight integration with other Infor products, streamlining workflows within the Infor ecosystem. For instance, one user notes, "It's a lifesaver for complex quotes with multiple variables. It ensures accuracy and saves us tons of time compared to manual processes." Weaknesses: The primary pain point seems to be the user interface. Many reviewers describe it as outdated, cumbersome, and hindering user adoption. Additionally, the lack of robust reporting capabilities frustrates users who need to analyze sales data and track performance metrics. One user comments, "The interface feels like it's stuck in the past, making it difficult to navigate and find what I need. And the reports are just basic – I need more insights to make informed decisions." Compared to competitors: Users often draw comparisons to Salesforce CPQ, praising its user-friendly interface and comprehensive reporting suite. However, they acknowledge CPQ's edge in handling intricate product configurations. One user says, "Salesforce CPQ is definitely more user-friendly, but it can't handle our complex products as well as CPQ. We had to choose between ease of use and functionality." Why these matter: The choice between CPQ and its competitors boils down to priorities. If your products are intricate and require powerful configuration capabilities, CPQ might be worth the steeper learning curve. But if a user-friendly interface and robust reporting are crucial, other options might be more suitable. Ultimately, understanding your specific needs and carefully considering user feedback is key to selecting the right CPQ software for your business.

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Is QuoteCloud all it's cracked up to be? User reviews from the past year suggest it's a breath of fresh air for businesses seeking to streamline their sales processes. QuoteCloud stands out for its user-friendly interface and robust customization options, allowing users to effortlessly generate professional proposals tailored to specific client needs. For instance, travel agencies highlight how QuoteCloud's customizable templates and seamless integration with platforms like Crosscheck Travel have transformed their customer interactions. However, like a cloud with a slight shadow, QuoteCloud has its drawbacks. Some users point to occasional technical hiccups and an initial learning curve, particularly for those unfamiliar with CPQ software. Additionally, while its pricing structure is generally viewed favorably, some multi-user agencies find it a tad steep compared to other options. The real value of QuoteCloud shines through in its ability to simplify complex quoting processes, making it a godsend for businesses tired of juggling spreadsheets and struggling with manual calculations. Its intuitive design and integration capabilities make it ideal for small to medium-sized businesses looking to automate their sales processes without breaking the bank.

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