Salesforce CPQ vs Configure One

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

Configure One Software Tool

Product Basics

Salesforce CPQ is a cloud-based software designed to streamline the sales process for businesses, particularly those dealing with complex products or services that require a high degree of customization. By automating tasks such as configuring products, generating quotes, and managing pricing, Salesforce CPQ can significantly improve sales efficiency and customer satisfaction while reducing costs. Key features include product catalog management, quote creation, and pricing automation, all of which contribute to a more efficient sales cycle.

User experiences suggest that Salesforce CPQ excels in its ability to handle intricate product configurations and pricing rules, making it a valuable tool for businesses with complex sales processes. While pricing details may vary based on specific requirements and contract terms, it's important to note that Salesforce CPQ typically involves subscription-based fees. When considering similar products, it's recommended to carefully evaluate features, pricing structures, and user reviews to determine the best fit for your business needs. Keep in mind that pricing and feature information can change over time, so it's always a good idea to check the latest resources for the most current details.

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Configure One is a web-based price quoting software designed to simplify and speed up the sales configuring process. It uses visualization and CAD functions to display prospective product configurations to customers. Users can integrate data with CRM and ERP systems. It also features a comprehensive data overview and rules-based programming for management.
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$150/User, Monthly
Get a free price quote
Tailored to your specific needs
$150/User, Monthly
Get a free price quote
Tailored to your specific needs
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Diverse Sales Flexibility: Create a customizable pricing system with various sales options and configuring conditions. 
  • Simplify Sales: Use popular third-party integrations and an intuitive interface to easily create configuring systems. 
  • Fast Results: Use complex computing engines and numerous presets to configure quotes quickly. 
  • Versatile Tool: Use AI, integrations and other analytic tools to optimize the program’s efficiency. Optimize the configuring process through analysis of customer purchase data. 
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  • Save Time: Automate the quote-to-production process to increase turnaround times. Minimize time spent creating estimates and increase time dedicated to customer interaction and product modification. 
  • Minimize Errors: Reduce reworks and human errors by setting pre-defined configuration rules. Automate BOM creation to avoid errors. 
  • Increased Flexibility: Generate configurations, quotes and orders in multiple languages and currencies. Streamline working with multiple parties using instant dynamic billing. 
  • Easy Accessibility: Control configuration rules with easy-to-use administrative screens. Integrate with any ERP to enable secure purchasing in-app via credit card. Access data universally via any browser-based system. 
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  • Pricing Engine: Use a sophisticated pricing engine to model different types of payments, including one-time payments, recurring payments and payments determined by usage. 
  • Automated Renewal Quotes: Save time by automating renewed quotes and sending summaries to current customers. 
  • Centralized Data: Ensure complete visibility by keeping client data in one place, including purchases, assets and subscriptions. 
  • AI Insights: Manipulate AI data gathering and findings to better understand client data. Increase sales intelligence and create deeper insight reports. 
  • Automated Invoices: Split quotes into multiple orders to simplify and automate configurations. Eliminate pricing discrepancies by using a singular pricing engine. 
  • Price Analytics: Task AI to detect trends among products, sales teams and regions. Mine data from AI analysis to better suit pricing standards. 
  • Accessibility: Access functions from any desktop or mobile device with internet connection. Use cloud-capabilities to track quotes on the go. 
  • Integration: Utilize flexible integration capabilities to bundle with other leading products like Docusign. 
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  • Real-Time 3D Visualization: Use integrated CAD automation to generate 3D models for production and sales. Customize visualizations that update instantly to reflect modifications chosen by clients. 
  • Dynamic Billing: Generate automatic BOMs for any product configuration. Change bill formats to suit different groups, including customers, sales representatives or manufacturers. 
  • Web Configurator: Add items to carts for quotes with the e-catalog. Submit orders and allow customers to create personalized configurations. Review orders using detailed reports and ordering queues before final approval. 
  • Rule-Based Interface: Ensure detailed configurations without using complex code to program selections. Simplify the process based on design requirements and set pre-defined rules for compatible configurations. 
  • E-Commerce Sales: Implement a credit card interface for secure in-app customer purchases. Calculate sales tax and access validation services with Avalara integration. 
  • Task Visibility: Monitor changes made throughout a quote’s history. Track the user and time-stamp of changes made. Access past versions of quote documents on demand. 
  • Salesforce Integration: Use opportunities in Salesforce to create quotes and price product configurations. Sync data added for quotes with the subsequent opportunity and automatically import customer data from the Salesforce CRM. 
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Product Ranking

#7

among all
CPQ Software

#26

among all
CPQ Software

Find out who the leaders are

Analyst Rating Summary

85
46
37
0
82
0
100
20
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Salesforce CPQ
Configure One
+ Add Product + Add Product
AI-Based Capabilities Contract Management Dashboard And Reporting Mobile Capabilities Platform Capabilities And Security Price Management Product Configurator And Catalog Management Quote Management 37 82 100 63 97 100 81 95 0 0 20 38 50 55 64 68 0 25 50 75 100
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33%
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100%
73%
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27%
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100%
100%
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20%
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80%
67%
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33%
33%
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67%
92%
8%
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100%
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54%
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46%
76%
6%
18%
59%
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41%
95%
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5%
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37%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

64%
0%
36%
45%
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55%

User Sentiment Summary

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Great User Sentiment 104 reviews
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88%
of users recommend this product

Configure One has a 'great' User Satisfaction Rating of 88% when considering 104 user reviews from 3 recognized software review sites.

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4.38 (48)
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4.4 (48)
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4.45 (8)

Awards

SelectHub research analysts have evaluated Salesforce CPQ and concluded it earns best-in-class honors for Dashboard and Reporting and Price Management.

Dashboard and Reporting Award
Price Management Award

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Synopsis of User Ratings and Reviews

Guided Selling: Salesforce CPQ provides a guided selling experience that helps sales reps to configure products and generate quotes quickly and accurately, even for complex products with many options and dependencies. This can help to reduce errors and improve sales efficiency.
Streamlined Quote-to-Cash: Salesforce CPQ helps to streamline the quote-to-cash process by automating many of the manual tasks involved in generating quotes, contracts, and invoices. This can help to reduce cycle times and improve cash flow.
Improved Accuracy: Salesforce CPQ helps to improve the accuracy of quotes by ensuring that all products and services are priced correctly and that all discounts and promotions are applied consistently. This can help to reduce billing errors and improve customer satisfaction.
Increased Sales: Salesforce CPQ can help to increase sales by making it easier for sales reps to sell complex products and services. It can also help to improve customer satisfaction by providing a more streamlined and efficient sales experience.
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Guided Selling: Users appreciate the guided selling process that helps them select the right product configurations based on their needs. This feature simplifies complex product selections and ensures accurate quotes.
Streamlined Quoting: Configure One automates the quoting process, reducing errors and saving time. Users can generate professional-looking quotes quickly and efficiently.
Integration Capabilities: The platform integrates seamlessly with other business systems, such as CRM and ERP, providing a unified view of customer data and streamlining operations.
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Steep Learning Curve: Salesforce CPQ has a reputation for being complex and challenging to learn, especially for users without prior experience with Salesforce products or CPQ software. The abundance of features and customization options can be overwhelming for new users, often requiring extensive training and support to get up to speed.
Implementation Challenges: Implementing Salesforce CPQ can be a time-consuming and resource-intensive process, often requiring the involvement of experienced consultants or developers. Integrating CPQ with existing Salesforce instances or other business systems can pose additional challenges, potentially leading to delays and budget overruns.
Cost: Salesforce CPQ is a premium product with a price tag to match. The subscription fees, implementation costs, and ongoing maintenance expenses can be significant, especially for small and medium-sized businesses. The pricing structure can also be complex, with different tiers and add-on features that can quickly increase the overall cost.
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Complex Configuration: Some users find the software's configuration process to be complicated and time-consuming, especially for intricate product structures.
Limited Customization: Users have expressed frustration with the platform's limited customization options, making it challenging to tailor the software to their specific branding and workflow requirements.
Reporting Limitations: Users have reported limitations with the software's reporting capabilities, finding it difficult to extract specific data points and generate comprehensive reports for analysis.
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Salesforce CPQ has garnered significant praise for its user-friendly interface, enabling sales teams to swiftly generate accurate quotes and streamline the sales process. Users highlight the software's intuitive design and guided selling capabilities, which empower representatives to configure products, determine pricing, and create professional quotes with ease. This efficiency translates into faster sales cycles and improved customer satisfaction. Salesforce CPQ's integration with Salesforce CRM further enhances its value proposition by providing a unified platform for managing customer interactions, sales processes, and order fulfillment. However, some users note that Salesforce CPQ's robust features come at a cost, as the software can be relatively expensive compared to some competitors. Additionally, the platform's extensive customization options, while offering flexibility, can also introduce complexity for new users. Despite these drawbacks, many users consider Salesforce CPQ a worthwhile investment due to its ability to drive revenue growth and enhance sales productivity. The software's strengths in automation, accuracy, and integration make it particularly well-suited for businesses with complex sales processes, diverse product offerings, and a need for scalability. Salesforce CPQ empowers these organizations to optimize their sales operations and achieve sustainable growth.

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Is Configure One the one to configure for your business? Recent user reviews suggest that Configure One is a powerful tool for managing complex product configurations, pricing, and quoting, particularly for manufacturing companies. Users praise its user-friendly interface, making it easy to create and manage even the most intricate product configurations. They also highlight the robust pricing engine, ensuring accurate quotes and streamlining the sales process. One user even stated that Configure One "has made a huge difference in our sales process," enabling them to "generate more accurate quotes and close more deals." However, some users point out that Configure One's extensive features can initially feel overwhelming, requiring a significant learning curve. While the platform offers comprehensive training and support, some users express a desire for more intuitive onboarding. Despite this, users generally agree that Configure One's strengths lie in its ability to handle complex product configurations and automate the quoting process, features not always found in competing solutions like Salesforce CPQ. This makes Configure One particularly well-suited for manufacturers dealing with highly customizable products, as it simplifies the sales process and reduces errors, ultimately leading to increased sales efficiency and revenue.

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