PLATFORM

CPQ (Configure Price Quote) FSM (Field Service Management) FRC (Field Revenue Cloud) Connected Portal

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HubSpot CRM Salesforce CRM Microsoft Dynamics CRM Creatio SugarCRM

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CPQ Pricing

Scalable pricing plans for growing teams

Accelerate Your Quote-to-Close

Professional

$30

USD per user per month paid annually

Enterprise

$65

USD per user per month paid annually

Professional

$30

USD per user per month paid annually

Feature Comparison

Professional Enterprise
Bulk Hybrid cloud/on-premise ✔ ✔
Product catalog with categories & hierarchies ✔ ✔
Product configuration, dependency, pricing and
discounting rules (up to 10 rules)
✔ ✔
Intelligent web-based line automation in side-screen guide ✔ ✔
Mini based and fast pricing schemes ✔ ✔
Quote production of line-based professional services ✔ ✔
Price books and currencies (single price book) ✔ ✔
Flexible quote templates and layout (single layout format) ✔ ✔
Configurable document templates and doc change rules (single template) ✔ ✔
Automatic sync of quote data and documents in CRM ✔ ✔
Automatic quote to full proposal document generation ✔ ✔
Single sign on (SSO) with CRM credentials ✔ ✔
Access (API, data CRM) to 3rd parties and integrations ✔ ✔
Advanced pricing schemes — fixed, variable (items, tenors,
volume) substitution pricing
✔
Flexible quote templates and layouts for feedback ✔
Product configuration, dependency, pricing and discounting rules (unlimited rules) ✔
Configurable document templates and doc change rules (multiple templates) ✔
Rule-based access to products, pricing rules & id ✔
Multiple organizations, approval groups and workflows ✔
Built-in CPQ e-Signatures ✔
Mobile and tablet ready — native app or responsive mobile web ✔
Configurable products and their use options & features ✔
Product and pricing bundles discount products ✔
Dynamic order pricing approval, billing rates and triggers ✔
Custom fields within quote layouts ✔
Custom labels for additional business data during quoting rules ✔
Customizable approval workflows and templates ✔
Custom labels for additional business data during quoting rules ✔
Add custom forms in guide for customer showing pricing
during requirements
✔
Dynamic order value based automated pricing fulfillment ✔
Custom integration to other ERP/billing systems (automated services) ✔
Price books and currencies (multiple) ✔
Integration with DocuSign or Adobe or PandaDoc ✔

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