Best CPQ Software for Manufacturers: 7 Options for 2027

Pick the category before you pick a vendor

CPQ (configure, price, quote) software builds valid product configurations, applies your price rules, and produces a quote a buyer can sign. The category you need depends on one question: do your valid product options come from a catalog with a few add-ons, or from engineering rules that decide what can be built? In our judgment, a quoting module inside the CRM you already run is usually enough when your products are mostly standard with some options. A configurator is the right category when dimensions, materials or engineering rules decide what can be sold and what it costs. A manufacturing ERP with built-in quoting is the third category, and it fits when you want one system for quotes, inventory and production.

TL;DR: Use a CRM-native quote tool for a simple catalog, a configurator for rule-driven products, and an ERP with quoting if you want one system. Check every price against the vendor's own page before you budget, because several vendors here do not publish one.

Key Takeaways

• The first decision is where your product rules live: in a catalog, in engineering files, or in an ERP. Pick the vendor second.

• HubSpot publishes per-seat prices for Revenue Hub, the tier that holds its CPQ, and CPQ requires a Revenue Hub Professional or Enterprise seat.

• Tacton and DriveWorks are quote-based on the pages we could open, so budget them with a sales conversation, not a price list.

• MRPeasy publishes per-user prices from $49, but its pricing page does not say which plan includes quoting.

• Nucleus Research's outcome ranges are customer-reported with no sample size, so treat them as direction, not a forecast.

Who this is for

This guide is for an owner or operations lead at a small manufacturer who is close to choosing a CPQ tool and wants a direct answer. You quote products that vary by option, size or material, and your team builds those quotes by hand, in spreadsheets, or in an ERP screen that slows everyone down.

Red flags: you have no written price list or option rules you can export, most of your quotes need an engineer's review every time, or you expect software to settle pricing decisions you have not made yet.

Glossary for this buying decision

• CPQ (configure, price, quote): software that builds a valid configuration, applies price rules, and produces a quote.

• BOM (bill of materials): the list of parts and quantities needed to build a product. A CPQ tool linked to it can show sales what can actually be built.

• Configurator: the rule set that stops invalid option combinations from reaching a quote.

• Constraint rule: a rule that says two options cannot coexist, or that one option requires another.

• Engineer-to-order (ETO): products designed or substantially adjusted for each order.

• Approval threshold: the discount or price level above which a manager must sign off before a quote goes out.

How we evaluated these tools

We weighted seven criteria. Configuration depth and the BOM link carry the most weight, because they decide whether a quote can be built as sold. Published price carries less weight, because a visible price helps budgeting but does not decide fit. We did not run any of these products. The assessment uses vendor pages, a research firm's summaries, a reseller's product page, and a partner article that we opened during this check. We did not assign numeric scores, because the public evidence does not support precise ones.

If your quoting problem looks more like proposal documents than configuration, our guide to proposal software for property managers applies a similar weighting method to a different buyer.

What reported outcomes look like

Nucleus Research's CPQ coverage gives the clearest set of outcome ranges we could open. The figures come from customers who report results after investing in modern CPQ platforms. The page gives no sample size or method, so read them as a direction for your own business case. Reported quoting errors: 20 to 30 percent fewer according to Nucleus Research (2025).

Nucleus Research's November 2025 CPQ Technology Value Matrix names six leading providers: Conga, DealHub, Epicor, Infor, Oracle and PROS, according to Nucleus Research (2025). The page shows that list as a caption and points to a gated methodology report, so we cannot see the tiers or the scoring criteria. Of the seven options in this guide, only Epicor appears in that caption.

Feature matrix for the seven options

The matrix uses one rule: where the page we opened did not state a feature, the cell says "Not stated." We did not fill gaps with marketing copy.

The pattern is clear enough to act on. CRM-native tools describe quoting and approvals well and say little about bills of materials. Configurator tools describe rules and production links, and say less about approval routing. ERP-based tools tie quotes to orders, but only as far as your ERP already reaches.

Pricing and first-year cost

HubSpot's pricing page is the only one in this group that shows per-seat prices for the tier that holds its CPQ. Revenue Hub Professional seat: $57 per month with the new-buyer promotion according to HubSpot (2026). The promotion requires a Sales Hub purchase, and the same page shows a Sales Hub Professional seat at $90 per month. It also lists a one-time onboarding fee of $1,500 for Professional and $3,500 for Enterprise. The same page shows a Sales Hub Enterprise seat at $150 per month, which is the figure behind the Enterprise row in the table below. HubSpot's promotion for new Sales Hub buyers lists a Revenue Hub Professional seat at $57 per month, down from $95, and a Revenue Hub Enterprise seat at $98 per month billed annually, down from $140, according to HubSpot (2026).

MRPeasy's Starter plan costs $49 per user per month, according to MRPeasy (2026). The same page lists Professional at $69, Enterprise at $99 and Unlimited at $149 per user per month, with Unlimited requiring at least two users. The page does not say which plan includes quoting, so confirm that before you buy.

Zoho's pricing page lists CPQ under the Professional edition, according to Zoho (2026). The per-user amounts we could read on that page were not CPQ-specific, so we print no Zoho figure. Salesforce's Revenue Cloud product page confirms that the platform includes CPQ and consumption-based billing, but it shows no per-user prices, so we print none for Salesforce either. For DriveWorks, the reseller GoEngineer says its product page does not publish list prices for Solo or Pro, according to GoEngineer.

Pricing checked November 8, 2026. Year-one list cost is seats times monthly price times 12, plus any one-time onboarding fee the vendor page lists. It excludes discounts, taxes, implementation labor and data cleanup, and the Revenue Hub promotion applies only to buyers who also purchase Sales Hub.

Worked example: five sellers and one rework line

This example is hypothetical and does not describe a customer. Take a shop with five sellers who send 30 quotes a month. Suppose 10 percent of those quotes, or 3, come back for rework, and each rework takes one hour, so rework costs 3 hours a month. If a CPQ tool delivered the low end of Nucleus Research's reported 20 to 30 percent drop in quoting errors on those three quotes, the saving would be 0.6 hours a month. On HubSpot's list prices, five Sales Hub Professional seats at $90 cost $450 a month, and five Revenue Hub Professional seats at the promotional $57 add $285, so the combined $735 a month comes to $8,820 a year before the $1,500 onboarding fee, or $10,320 in year one. A quote workflow built on HubSpot would read hs_status and hs_quote_amount on each quote record, which lets an approval step check the amount before the quote is sent, as described in the HubSpot quotes API documentation. On this math the rework saving is under one hour a month, so the case for CPQ has to rest on margin, speed to quote or lost deals, not on this line alone.

Vendor profiles

Salesforce Revenue Cloud: best for a Salesforce shop with an admin to own it

Revenue Cloud includes CPQ, a unified product catalog, asset lifecycle management and consumption-based billing, according to Salesforce's Revenue Cloud page. Best fit is a team already on Salesforce CRM with an administrator or partner who can own the product catalog and pricing rules. The limitation is that the page we opened shows no per-user prices, so ask for a written quote that covers the whole platform. Implementation takes admin and partner time, and the page gives no timeline, so we do not estimate one. Disqualifier: you do not run Salesforce and have no one to administer it.

HubSpot Revenue Hub: best for a CRM-first team that quotes catalog products

The HubSpot CPQ page describes a product library, flat or tiered pricing per line item, approvals triggered by pricing or discount rules, and quote-to-contract records. It also says CPQ requires a Revenue Hub Professional or Enterprise seat, per the HubSpot CPQ page. Best fit is a team already on HubSpot CRM that needs approvals and clean quote records more than configuration. The limitation is that the pages we opened do not describe bills of materials or engineering rules. Implementation includes the Sales Hub onboarding fee listed in the pricing section above. Disqualifier: your valid options depend on engineering rules that a catalog cannot express.

Zoho CRM CPQ: best for a budget CRM shop that needs basic configuration

Zoho's pricing page describes its CPQ as a way to "Match products to customer requirements and streamline quote management," and lists it under the Professional edition. Best fit is a small team already on Zoho CRM that needs quotes tied to a product list. The limitation is that the page we opened does not show CPQ prices and does not describe bill-of-materials output, so confirm that the Professional edition covers the rules you need. Implementation scope is not covered on the vendor page, so ask for it in writing. Disqualifier: you need engineering rules or BOM output from the quote.

Tacton CPQ: best for engineered products with a rule-heavy configurator

Tacton describes a "run-time constraints solver, developed specifically for manufacturing complexity," and a "digital thread" that connects sales, engineering and order fulfillment, per Tacton's CPQ blog. Best fit is a manufacturer whose valid configurations depend on engineering rules and whose sales and engineering teams hand work back and forth. Tacton contrasts its constraint solver with rule-based configurators, which it says suit only "limited, specific scenarios." The limitations are practical: the pages we opened give no public pricing, so the status is quote-based. In our judgment, a configurator needs clean product data and an engineer who owns the rules, which is a heavier lift for a small team. Disqualifier: most of your products are standard catalog items.

Epicor CPQ: best for shops already on Epicor ERP

A partner article describes Epicor ERP's Quote Entry as a way to turn quotes, including CPQ quotes, into sales orders or jobs, and says it automatically calculates estimated material, subcontract, labor and burden costs, per 2wtech's Epicor article. Best fit is an operation that already runs Epicor ERP and wants quotes to flow into orders and jobs. The limitation is that we could not open Epicor's own site in this check, so its visual configuration claims and pricing are not verified here. Disqualifier: you are not on Epicor ERP, which means integrating a second system. In our judgment, map which system owns product rules and prices before implementation starts.

DriveWorks: best for SOLIDWORKS shops that sell configured products

GoEngineer's DriveWorks page calls the product configuration and automation software "ideal for 'similar but different' products," and says Solo includes templates for sales, quotes and BOMs. Best fit is a shop that designs in SOLIDWORKS and sells products that vary by project. The limitations are licensing and scope. Xpress and Solo require a SOLIDWORKS seat, the Pro modules are added individually, and no list price is published on the page. Disqualifier: you do not use SOLIDWORKS. Implementation depends on engineers building the templates, which is a design task as well as a software task.

MRPeasy: best for a small manufacturer that wants quotes, inventory and production in one system

MRPeasy's own article says quotes "convert directly into sales and manufacturing orders without re-entering data," and that product configuration options are tied to bills of materials, per MRPeasy's CPQ article. Best fit is a small manufacturer that wants one system for quotes, stock and production scheduling. The limitations are that the article is vendor-authored and ranks MRPeasy first, and the pricing page does not say which plan includes quoting. Replacing an ERP is a bigger project than adding a quote tool. Disqualifier: you already have an ERP you plan to keep. In our judgment, bill-of-materials clean-up is the main implementation task before go-live.

Where the quote handoff breaks

Most CPQ projects stall at the handoff between sales and production, not in the quote screen itself. MGI Research's buyer's guide puts the risk in plain numbers. Overruns: about 50 percent of first-time buyers according to MGI Research (2024). The guide links those overruns to poor preparation, weak data integrity and vendor choice, and it names no survey or sample size.

The first gap is quote creation. A proposed US Tech Automations workflow would start when a deal reaches a quote-ready stage in your CRM (trigger), pull product, option and price lines from an ERP export or API (action), check each option against the constraint rules you supply, and create a draft quote with its status set to draft (output). Prerequisites are API access or scheduled exports from both systems, a field map your operations lead signs off, and a written list of valid option combinations. Human review points are any non-standard option, any price change, and any discount above the threshold your owner sets.

The second gap is what happens after the customer accepts. In the proposed design, a quote status changing to accepted would trigger an order request written to your ERP import file or API (action), and the workflow would post the bill-of-materials lines to the planner's queue (output). A planner reviews material availability before any promised ship date leaves the office, because the workflow can read a BOM but cannot confirm stock unless inventory data is in the export. This is a proposed design for your review, not a deployed or measured setup.

Build it yourself or buy the workflow

Zapier, Make and n8n can run a version of the same flow. Configured well, they keep run histories, retries, error branches and audit evidence. You still design and own duplicate protection, so a retried run does not create two quotes, plus escalation when a step fails, access controls on each connection, and upkeep when a field in the CRM or ERP changes. Those are the parts most in-house builds leave out. A proposed US Tech Automations design would set those controls out as part of the build, but it still needs your sign-off on approval thresholds and on who can see margin data.

When not to use US Tech Automations: if your catalog is standard and your CRM's built-in quoting covers it, a workflow layer adds moving parts you do not need. The same is true if quotes are infrequent enough that a template in your ERP or CRM handles them, or if your ERP vendor's own CPQ module already fits your rules. In those cases a simpler existing tool wins, and adding a workflow first is the wrong order.

Decision checklist

• Write down which system owns product rules, price lists and discount limits.

• Export a sample of real quotes and check whether the tool can reproduce them as you build them today.

• Confirm which plan includes quoting and configuration before you read any price.

• Ask each vendor for written scope, implementation time and a data-cleanup estimate.

• Price year one, including onboarding and any Revenue Hub, Sales Hub or ERP seats.

• Name the approver for each discount level before the tool goes live.

Frequently asked questions

Do I need CPQ software if I quote only a few products?

Often no. If your products are standard and your CRM's quote tool handles them, a configurator adds rules you would have to maintain. Choose a configurator when valid options depend on engineering rules.

Can HubSpot Revenue Hub handle manufacturing quotes?

It can handle product catalogs, per-line pricing, discount-triggered approvals and quote-to-contract records, as its CPQ page describes. The pages we opened do not describe bills of materials or engineering rules, so check those before you buy.

Do I need an ERP before buying CPQ?

Not always, but CPQ has to read the same prices and bills of materials your production uses. Decide which system owns those records before you choose the tool.

Why does this guide leave some prices out?

We print only figures we read on the vendor's own pricing page during this check. Where a page showed none, we say so. Tacton and DriveWorks are quote-based on the pages we opened.

Is MRPeasy's quoting enough for a small shop?

It may be, if you want quotes tied to bills of materials and orders in one system. Confirm which plan includes quoting first, because the pricing page we opened did not make that clear.

Should a shop that does not use SOLIDWORKS consider DriveWorks?

Not for the Xpress or Solo editions. Those editions need a SOLIDWORKS seat, so they only fit shops that already design in SOLIDWORKS.

Conclusion

Start with where your product rules live, then pick the category, then get written scope and a year-one number from two vendors. A CRM quote tool is usually the lowest-cost starting point when your catalog is simple. A configurator is the right tool when engineering rules decide what can be sold, and an ERP with quoting makes sense when one system should run quotes, inventory and production. Check every price against the vendor's page on the day you buy, and ask each vendor for the number that matters most to you: year-one cost including the work to clean your product data. To walk through the quote-to-order handoff above as a proposed design, see how US Tech Automations configures this and review it with your ops lead before you commit to anything.