Best CPQ Software for Mac of 2024

ConnectWise CPQ (formerly ConnectWise Sell) automates the process of obtaining professional quotes and proposals for IT solution providers. ConnectWise CPQ offers many tools that enable IT solution providers to save time and offer more value. Top features include professional proposal or quote templates, product catalog and sourcing, workflow automation, sales reports, and integrations to best-in-breed software like Cisco, Dell and HP. Building detailed sales quotes is time consuming, potentially costing your sales team hundreds of hours per week. ConnectWise CPQ™ (formerly ConnectWise Sell) brings order building complex quotes and proposals through custom templates, automated sourcing, and seamless PSA integration.

Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget. Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.

Epicor CPQ (formerly KBMax), is redefining CPQ for manufacturers worldwide. Our product configurator is capable of handling complex business rules, visualizations, pricing, CAD automation, website embedding, and real-time pricing. This solution provides a great buying experience, faster sales cycles, and more efficient manufacturing processes. We're different because we: - Make complex products easier to sell and purchase faster - A visual, no-code engine simplifies configuration and maintenance of the most complicated business rules Automate workflows, CAD drawings, and documents to increase accuracy and efficiency - Remove the middleman and allow customers to buy directly from the manufacturer, rather than through a sales representative. Our product configurators are easily embedded in any webpage. -B2B2C is possible when distributors and partners are able to sell directly to customers

Zomentum is a sales acceleration platform that is exclusively designed for IT Partners. It combines pipeline management and proposal and quote builders, sales automation, reporting & analytics, and reporting & analysis to enable frictionless MSP sales. Zomentum makes it easy to create documents 70% faster, increase deal values by 600%, and convert more often. Today, Zomentum is used by thousands of MSPs to increase revenue, reduce sales cycles, and simplify buying. Our customers have generated close to $100M in revenues. Our mission is to build a trusted network of IT partners, revolutionizing the IT purchasing process for small and medium-sized businesses around the world.

iDashboards helps you move beyond the burden of spreadsheets and blend data from multiple sources into dynamic, custom dashboards.

CRM that doesn't end when you close. TeamGram is a cross-functional CRM that allows employees to work together to improve sales performance and customer satisfaction. It can be used to create quotes, track orders and assign tasks to mobile teams. TeamGram dashboard gives you real-time insight into key business metrics without the need to go through spreadsheets. You can quickly identify what is important and take faster decisions. The pipeline view allows you to see all of your deals in one place and allows you to focus on the next steps. Drag and drop your deals from one stage of the pipeline to take control of your sales process.

Your ad ops workflows will be simplified, saving you and your team hours in setting up and managing campaigns. Integrate with multiple ad server, custom ad server, and all of your downstream tech stack. Voiro takes out the complexity so you don’t have to worry. Your teams will be empowered with data. They will be alerted to growth opportunities, revenue at-risk, and many other reports. Your business will grow when you empower your teams with data. Revenue can be transformed from a lagging indicator to a leading indicator by providing accurate, real-time projections of revenue across all channels, business streams, systems, and channels. Voiro's real time revenue reconciliation will reduce your monthly billing and accounting cycles to minutes. Voiro's accuracy assurance ensures that revenue reports can be automated and configured with all major ERP systems. Voiro's APIs allow you to see every detail of your business and push revenue numbers into all your downstream programs.

Revalize provides sector-specific software solutions to drive growth for manufacturing companies, their channel partners, and their customers. For decades, manufacturers and distributors selling pumps, motors, compressors, blowers, valves, actuators, and other types of mechanical equipment have turned to the FPX Intelliquip Selling Cloud and our purpose-built Selector and Configure-Price-Quote (SCPQ) solutions to quickly and profitably select, configure, quote and sell their complex, engineered products across their sales and distribution channels. Through an automated, permission-based approval process, collaborative selling allows you to quickly provide a complete and accurate quotation package. Our Industry Vertical Solutions are supported by over three decades of domain knowledge and support the best brands around.

Aicomp is a provider of transformation software with End-to–End solutions for service- and manufacturing companies. Our primary focus is on the transformation of mass production to mass personalization so that each consumer can get exactly what they want. Our customers' brands can personalize their products. This has been proven to increase customer trust. Our VCPowerPack, one of the most popular product configurators for manufacturing, is what we use to digitize manufacturing. We enable mass customization production (MCP) by embedding our VCPowerPack in SAP's Cloud and onPrem platforms. We strive to simplify complex products by providing a user-friendly and dynamic interface that allows customers to describe them and supports their calculation and manufacturing. Our latest version combines two major digital transformation approaches: CPQ – Configure, Price and Quote and CtC- Configure the Configurator.

The Excel-to Word Document Automation Add-in automates the updating of Excel-based content in Word and PowerPoint documents. Text, lists, tables and images can all be updated. It makes it easy to link/map "dynamic" content that needs to be updated. Any existing Word or PowerPoint document can be updated with content from any Excel workbook. Update recurring reports and documents that need to be customized/personalized multiple times. Use your workbooks as templates. Any Word or PowerPoint document that is "linked" to the core add-in using the core plugin can be used as a template. The add-in makes it easy for you to upload, test, upload and manage Excel-based document templates.

VENTAS CPQ & SIMPLE SOLUTION is a unique enterprise app that allows you to connect via SMS with customers, leads, and contacts. This app can be connected to your Salesforce CPQ for business information sharing and interaction. This automation tool allows you to create workflows and send messages without having to do a lot of micromanaging. You can view conversations and schedule SMS messages to engage customers. Ventas CPQ can help you increase your productivity directly SMS Automation can increase conversion All of this can be done from the same perspective: Enhance SMS Engagements Send bulk messages to any channel and schedule them Engage customers where they are Ventas SMS Solution - Key Benefits It helps improve overall business communication, regardless of the industry your business is in. It allows real-time communication between customers, clients, and employees. It can be used in almost any industry and is versatile. This helps to reduce the cost of communication.