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features
design
support

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Description

Cincom CPQ is a Configure, Price, Quote (CPQ) solution designed for manufacturers that sell complex and highly configurable products. It helps sales teams, distributors, and partners create accurate, buildable quotes quickly by automating product configuration, pricing, approvals, and proposal generation. The platform brings together rule-based configuration, guided selling, dynamic pricing, multi-level bills of materials (BOMs), and workflow-based approvals. This helps manufacturers reduce quoting errors, shorten sales cycles, and improve overall operational efficiency. With support for multiple languages, currencies, and flexible deployment options, Cincom CPQ is also well suited for global manufacturing organizations. Cincom CPQ integrates with leading CRM and ERP platforms such as Salesforce, Microsoft Dynamics 365, SAP, and Oracle, enabling a consistent flow of information from sales through production. By connecting sales, engineering, and operations, it simplifies complex quoting processes, improves collaboration, and gives manufacturers greater control, governance, and compliance throughout the sales cycle.

Description

Quoter is an innovative cloud-based platform designed specifically for managed service providers (MSPs) that streamlines the quote-to-cash process by automating more than 30% of sales tasks. The platform seamlessly integrates with various systems such as PSA, CRM, distributors, payment processors, and accounting software to automatically fill in client, product, and pricing information. It accommodates an unlimited array of configurable line items and bundles, offers volume discounts, supports multi-currency pricing, and accurately calculates taxes and shipping—leveraging tools like Avalara. Additionally, it facilitates e-signatures and payment processing through options such as Stripe, PayPal, and ConnectBooster. Quoter also provides customizable branded templates, product configurators that include optional and single-select items, and distributor pricing that is aware of inventory levels. The platform enhances productivity with features like email tracking, automated follow-ups, manager approval workflows, and detailed cost and margin tracking, all while offering comprehensive reporting capabilities on quotes, margins, users, and product performance. Furthermore, businesses can benefit from its robust analytics to make informed decisions and optimize their sales processes.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM Yes 
360 View CRM Yes 
Agile CRM No 
Authorize.Net No 
Avalara No 
CloudBlue No 
ConnectBooster No 
Highrise No 
Ingram Micro Cloud No 
Kaseya BMS No 
Mailchimp No 
Nutshell No 
PayPal No 
Pipedrive No 
SAP PLM Yes 
Salesforce No 
ScalePad No 
Stripe No 
Zapier No 
Zoho CRM No 

Integrations

HubSpot CRM Yes 
360 View CRM No 
Agile CRM Yes 
Authorize.Net Yes 
Avalara Yes 
CloudBlue Yes 
ConnectBooster Yes 
Highrise Yes 
Ingram Micro Cloud Yes 
Kaseya BMS Yes 
Mailchimp Yes 
Nutshell Yes 
PayPal Yes 
Pipedrive Yes 
SAP PLM No 
Salesforce Yes 
ScalePad Yes 
Stripe Yes 
Zapier Yes 
Zoho CRM Yes 

Pricing Details

Cincom CPQ is offered on a subscription basis, giving customers predictable, recurring pricing that scales with their business instead of a large upfront investment. Packaging is tailored to each organization's needs, including the number of users, deployment scope, and the complexity of the configure, price, quote processes involved, so buyers pay only for the capabilities they require. Cincom CPQ works directly with each prospective customer to scope the right solution and agree on terms that fit their use case.
Free Trial No 
Free Version No 

Pricing Details

$149 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Cincom Systems

Founded

1968

Country

Riverside, CA, USA

Website

www.cincom.com

Vendor Details

Company Name

ScalePad

Founded

2015

Country

Canada

Website

www.scalepad.com/quoter/

Product Features

CPQ

2D Drawing Yes 
3D Modeling Yes 
Approval Workflow Yes 
Guided Selling Yes 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management No 
Self Service Portal No 
eCommerce No 

Product Configurator

2D Drawing Yes 
3D Modeling Yes 
Analysis & Constraints Yes 
Custom Pricing Options Yes 
Inventory Management No 
Recommendation Engine No 
eCommerce No 

Sales Acceleration

CPQ Yes 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow No 
Guided Selling No 
Product Configurator No 
Proposal Generation No 
Quotes / Estimates No 
Renewal Management No 
Self Service Portal No 
eCommerce No 

MSP

Backup Management No 
Billing & Invoicing No 
CRM No 
Dashboard No 
Help Desk No 
Issue Management No 
Live Chat No 
Patch Management No 
Privileged Access Management (PAM) No 
Project Management No 
Remote Access No 
Remote Systems Monitoring No 
Scheduling No 

Proposal Management

Automatic Formatting No 
Calendar Management No 
Collaboration No 
Contact Management No 
Content Repository No 
Document Management No 
Electronic Signature No 
Knowledge Library No 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates No 
Version Control No 

Quoting

Automated Quoting No 
Catalog Management No 
Client Portal No 
Contact Management No 
Customer Accounts No 
Customizable Branding No 
Discount Management No 
Forms Creation No 
Pricing Management No 
Product Configurator No 
Proposal Management No 

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