Nonprofit CPQ Software

Expedite Commerce lets you configure, price, quote, fulfill, provision, and bill your products and services on a commerce platform built on 100% Salesforce.com and integrated to multitude of enterprise apps. Your customers can see an unmatched level of 24x7 responsiveness without sacrificing the personalized experience from your team through a sophistication eCommerce storefront.

ConnectWise Sell is a professional quote and proposal automation software for IT solution providers. ConnectWise Sell offers a wide range of tools that enables IT solution providers to save time, quote more, and win big. Top features include professional quote or proposal templates, product catalog and sourcing, workflow automation, sales reporting, and integrations with best-in-breed solutions like Cisco, Dell, HP, and Salesforce.

EASA enables customers to blend the agility and flexibility of Excel, with the convenience and security of a low-code platform. EASA has a unique approach to deploying existing, Excel spreadsheet-based tools as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers. Even sophisticated spreadsheets with VB and macros can be deployed with EASA. Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote), reporting, financial analytics, engineering calculations, and many more. Your existing spreadsheet becomes the “engine�? for the web app, eliminating any need to extract the logic and reprogram in a separate solution. If your company has made a significant investment into an Excel-based tool such as CPQ calculators, insurance raters, engineering or scientific calculators, then EASA is the obvious solution.

Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible.

OneBill is an end-to-end subscription management, billing, and revenue management platform that powers the entire customer lead-to-revenue generation experience. OneBill supports all types of billing models such as one-time billing, subscription billing, recurring billing, and usage-based billing. OneBill’s seamless integration with other enterprise systems such as carriers & service providers, payment gateways, accounting & admin, taxation, and CRM & ERP platforms is made possible with open APIs. The platform covers all aspects of a business from CPQ, automated order provisioning & activation, billing & invoicing, all the way to revenue reporting, customer subscription management, and channel partner commission management. OneBill has been helping SMBs, SMEs, and large enterprises to reduce billing errors, compliance risk and drive greater efficiency with an end-to-end billing and revenue management solution fully integrated with some of the world’s leading solutions.

BlueSnap's All-in-One Accounts Receivable Automation solution, formerly Armatic, is the highest rated software solution for Payment Processing, Billing/Invoicing, Recurring Billing and Subscription Management. Billing and Invoicing: Create beautiful invoices with our powerful invoice editor synced into your accounting system. Provide a customer portal, automatic charging, payment collection, and apply late fees. Recurring Billing & Subscription Management: Armatic provides enterprise-class subscription billing management for fast-growing businesses worldwide. Enable trial periods, manage plans, or prorate subscriptions. Payment Processing: Armatic is processor agnostic and provides integrations to all types of payment solutions from credit card payments, ACH, SEPA to wires. We handle partial payments, automatic failed payment retry, and automatic payment recovery.

QUOTE SMARTER, FASTER AND MORE PROFITABLY A single quote with an incorrect configuration can impact your hard-earned reputation. A misquoted price can tip a deal into the red. Why put your business at risk? servicePath is a configure, price and quote (CPQ) platform that is specifically designed to make complex quotes simple. Quotes that used to take days and involve multiple departments can be done in less than an hour in servicePath. Cut your risk of issuing a bad quote by having all the latest solution configurations and cost elements on one platform. Become more frictionless with servicePath.

Create and manage all kinds of business documents with PandaDoc document management software. Powerful, integrated, and secure, PandaDoc lets business users create, send, track, and eSign documents quickly and easily. Whether you're looking to manage organizational documents such as proposals, quotes, contracts, HR documents, and more, PandaDoc can help you get things done.

DealHub's award-winning CPQ, CLM & Remote Selling platform enables sales teams to build and maintain engaging, personalized dialogue with prospects throughout their buying journey. Operating across the entire sales cycle, DealHub users benefit from real-time buyer intent and sales insights at each stage in the sales process, faster time-to-revenue and the ability to differentiate themselves from their competition. The DealHub Platform includes: Guided Selling Playbooks Configure-Price-Quote (CPQ) Subscription Management Customer Contract Lifecycle Management (CLM) Digital DealRooms Dynamic Content Generation Real-time Buyer Intent & Insights E-signature DealHub operates native from within the CRM (Microsoft Dynamics, Salesforce and Freshsales).

Legalesign is UK-based enterprise software to send, sign and manage contracts online. Companies use Legalesign to gain significant productivity and financial benefits, increase their customers' satisfaction by removing the need for a printer and enabling them to sign from anywhere and, last but not least, relieve the burden of tiresome paperwork upon long suffering staff everywhere.

For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWorks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, Quickbooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more.

Provide quotes faster, control pricing, and win deals with Salesforce CPQ. A CPQ solution built for the world's #1 CRM platform, Salesforce CPQ gives companies the tools they need to take control of the sales process--from quote to cash. Salesforce CPQ is offered in three editions, including full Quote-to-Cash that supports billing and collection.

CRM Software for Growing Small Businesses. Complete Customer Relationship Management, Helpdesk, Sales Tools & More. You’re busy. The last thing you need is another software program to keep updated. SwiftCRM side steps conventional CRMs, so you automate more, and send emails, calls, and postal mail right through the application – so you never have to copy & paste. Furthermore, it’s the #1 most customizable sales dashboard in the industry, so you or your team will feel right at home, with language, labels, statuses, and deal flow that match your systems. We believe software should conform to humans, not the other way around.

Cloud solution for online event planning & automated quoting. For hotels, venues and all providers of meetings, seminars and events. Providers of MICE events (hotels, venues and other providers) 1. save time 2. prevent errors 3. maximize revenue All EVENTMACHINE plans include an extensive feature set like automated function sheets & banquet orders, MICE revenue management and the eventmachine IQ instant quote. A free trial is available for all new clients. Visit our website www.eventmachine.xyz for details!

Build top-quality, custom quotes in a short time with Technicon CPQ, a CPQ platform by Tacton and Technicon. Technicon CPQ enables sales staff to quickly turnaround accurate quotes, proposals and bid packages. Technicon CPQ allows users to generate their own quotes without any delay, allowing sales staff to focus on other opportunities. Technicon CPQ features multiple languages and currencies, web-based, online and offline capabilities, mobile compatibility, analytics and more.

Verenia CPQ for NetSuite is the only CPQ that is 100% NetSuite native and custom-built for manufacturing. It increases sales and reduces costs for makers of physical products. Because Verenia for NetSuite is 100% NetSuite native and resides in the Oracle Cloud, no integration or third-party software is needed. Data security and response times are ensured. Verenia CPQ for NetSuite increases sales, as reps can configure items with 100% accuracy 100% of the time. The manufacturing process is streamlined and costs are reduced through the elimination of errors and the automated creation of bills of materials (BOMs) and routings.

If you're looking for an affordable and easy to use CPQ solution, choose CIS Configurator. Designed to make quoting easy, CIS Configurator streamlines the sales process to empower sales teams to quickly configure, price and quote, complex products, helping to win more deals faster. The platform is a web-based software that offers a rule-based configurator, pricing management, integration with other ERP or CRM systems, centralized location for all quotes, and pipeline visibility.

Headquartered in Reading, United Kingdom, Workbooks offers growing companies a SaaS platform to run their business and engage effectively with their customers – at an affordable price. Its core CRM services are aimed specifically at mid-market organizations and extend beyond sales, marketing and customer services to include a full suite of marketing automation tools, as well as event management, order management and fulfillment, invoicing and supplier management functionalities. This is not a departmental solution, but a true end-to-end CRM solution. Workbooks designs, develops and implements its own software, which is used by customers to grow revenues, streamline business processes, get insights and improve their engagement with clients.

iDashboards provides easy-to-use, visually appealing, and cost-effective data visualization software for clients in a wide variety of industries. Our Operational Success Platform easily integrates with key data sources and users can quickly and effectively view and analyze critical performance metrics -- ultimately leading to enhanced decision-making capabilities. Increase transparency, reduce resource burdens, and improve decision-making with secure and shareable dashboards.

Make complex quoting easy and fast using GleanQuote's CPQ engine. Configure highly customized solutions for your customers in minutes. Formalize sales and product intelligence into a process that guides your team to the best solution for your customers. Make it easy for your team to quickly build winning proposals with unlimited templates that can be completely customized to showcase your offering. Install guiderails and analytics into your sales process to keep your team focused and on-track.

The CRM that doesn’t stop when you close. TeamGram works across departments, helping everyone in your company collaborate to achieve amazing sales performance and customer satisfaction. Use it to write quotes, track orders, manage post-sale activities, assign tasks to mobile teams and more. TeamGram dashboard provides real-time insights into vital business metrics, without having to dig through spreadsheets. Quickly discover what needs your attention and make faster decisions. The pipeline view enables you to see all your deals at a glance and makes it easier to focus on your next actions. Drag&drop your deals from one stage to the next, take control of your sales process in a very simple and visual way.

Ascend provides the sales tools your team needs to succeed. Get bids done right. Close deals faster and improve the accuracy of your team's estimates. Improve visibility, leverage historical data, and improve project margins with easy-to-use software tools. Reduce quote turnaround time and increase the accuracy of your estimates. Generate proposals using templates and spec docs for quicker signoffs. Get visibility into your pipeline and anticipate capacity issues sooner. Link your systems for easy access to all of the customer info.

Expivi’s 3D Product Configurator is an interactive tool that allows potential customers to experience products in 3D, view them from any angle, and customize colours, textures, components and more. CPQ (Configure Price Quote) integration allows you to show your customers a unique price for each option selected and a total price for the final product. Expivi is a simple-to-use cloud based 3D Product Configurator platform that is changing how people shop online. This interactive and visual e-commerce platform generates an immersive shopping experience with the help of instant 3D configurations and augmented reality. Businesses can effortlessly upgrade their online stores by using Expivi’s user-friendly tools on their own existing marketplace. All within the web browser. Platform clients can log in easily and set up and apply projects effortlessly without the help of third-party tools and assistance. Easy integration with Magneto, WooCommerce and Shopify.

Build your pricing and statement of work in one simple step. The ScopeStack platform allows you to easily pick and choose features across different technology towers for a simple scoping process. No more long hours behind the computer, managing word templates and editing grammar. The ScopeStack platform automatically builds the scope while you are choosing features and functions. Visually determine which projects are more profitable and use key business metrics to auto approve projects.

Software from someone who understands components. Professional processes are crucial for your company's success. The browser-based application from Fenzon supports you in processing offers and orders with an innovative product configurator for complex ones. Components and accessories. The future of the construction industry Fenzon provides you with a comprehensive software solution for your components, articles and services. The integrated product configurator helps to put together the customer-specific elements and, with its options for product visualization and its integrated feasibility check, offers future-oriented functions for the sale of windows and doors. Configure windows with Fenzon. Thanks to a clear structure, Fenzon offers an intuitive tool for creating offers and orders with its product configurator for windows. The advantages at a glance. What matters is you and your success.