The Forrester Wave™: Configure, Price, Quote Solutions, Q1 2025

Configure, Price, Quote Solutions Vendor Product Comparisons 2025

Key features and pros and cons of top Configure, Price, Quote Solutions products:

Conga - Leaders

Pros:

Differentiated vision centers on delivering a revenue advantage to the world's growth champions
Strong in revenue lifecycle management with excellent level of R&D investment and innovation
Most comprehensive roadmap plans in the market with execution and focus aligned on customer experience
Very capable configurator, advanced document generation and approval workflows, subscription management
System integrations across CLM and billing and revenue management
Customers expressed strong faith in current leadership and great professional services implementation and postsale support

Cons:

Can partner to provide 3D product visualization but does not integrate with CAD and PLM systems
Speed is an issue in the out-of-the-box price setting
Customers would like better educational resources for understanding the high-performance infrastructure (Turbo)

Oracle - Leaders

Pros:

Sees CPQ solution as the engine at the center of all B2B buying and selling processes across every sales channel
AI-first innovation strategy focused on addressing market needs
API-first, composable platform with applications that enable key revenue transformation capabilities
Flexible configurator engine; pricing, discount, and optimization management; document generation; approval workflow management
Can optionally provide subscription and asset management, self-service purchasing, contract management, order management, and billing and revenue management
Customers like the customizable out-of-the-box guided selling experience, pricing approvals flexibility, functionality updates each quarter, and fast CPQ project ROI

Cons:

Some customers noted concerns about the performance of large models
Limitations generating very large documents
Limited reporting
Generative AI is currently not deployed

PROS - Leaders

Pros:

Vision centers on powering businesses' omnichannel commercial strategies
First to deliver pricing optimization to the market and first to embed it within the CPQ solution
20 in-house patents/patents pending and above-average R&D investments with unrelenting focus on innovation
Named 2024 Microsoft Global ISV Partner of the Year
Built on API-first, headless architecture designed to handle quotes with more than 30,000 line and sub-line items
Provides pricing optimization, subscription and asset management, self-service collaborative quoting, and channel rebate management
GenAI models integrated with Microsoft Copilot for Sales
Customers cite capabilities of powerful configurator engine, reliability of managing complexity with large quotes, and highly trusted and strong partner

Cons:

Can provide 3D product visualization but CAD/PLM integration is not available
Customers noted slow responsiveness to product evolution requests
Need for more UI flexibility

Salesforce - Leaders

Pros:

Superior vision for Revenue Cloud as a complete, AI-enabled revenue platform that is integrated, API first, and composable
Supports any channel and any revenue model with augmented capabilities built by Industries product teams
Extensive roadmap and level of innovation support poised to fulfill vision
Provides deal configuration, pricing and approvals, quotes and proposals, subscription management, and self-service purchasing
Already has CLM, order management, and billing capabilities within
Customers appreciate easy-to-use UI, pricing configurations, quote management, subscription management, and ease and speed of implementation

Cons:

Existing Salesforce CPQ customers moving to Revenue Cloud should understand it is a major implementation
Performance may be challenging for organizations that need to handle very large and complex configurations
Customers cited performance challenges with complicated transactions and custom code
Renewal struggles on subscription carryover
Customers wanted stricter rules to streamline the order enrichment process

SAP - Strong Performers

Pros:

Focuses on delivering outstanding buying and selling experiences with best practices for CPQ
Strong history of innovation and loyal customer base and partner ecosystem
Solid configurator, 3D product visualization, rules-based discount management, upsell/cross-sell recommendations
Integration with SAP's CLM, order management, and billing management solutions
Customers can deploy on premises or to the cloud
Customers said SAP CPQ is easy to use with good guided selling and ability to create quotes quickly across any device

Cons:

Integration with Oracle Sales Cloud is not supported
Integration with Salesforce Sales Cloud is only supported through a partner solution
Customers cited configurator usability challenges for users with limited technical expertise
Integration complexities
Licensing cost considerations requiring careful evaluation of the ROI

Tacton - Strong Performers

Pros:

Superior product vision aligned to four themes: omnichannel, outcome-based selling, buying and selling experience and productivity, and ecosystem fit and solution owner experience
Commitment to innovation leverages experience and insights of ecosystem of global technology, implementation, and sales partners
Low-code platform provides configuration with 3D product visualization, CAD automation, pricing, quoting, and approval workflow management
Headless and composable APIs enable omnichannel sales to any portal or e-commerce site
Customers like the UI, strength and ease of the configurator, APIs' fast speed, ticketing-based system for testing and publishing a workflow
2D/3D product visualization for sellers and potential customers

Cons:

Subscription and asset management, pricing optimization, and AI capabilities are not available
Further expanding the ecosystem may be the path to scale for growth
Customers feel Tacton could improve the document generation UI
Provide better documentation and training/tutorials
Simplify the complexity of the e-commerce UX design
Use AI solutions to automate CPQ analytics

Vendavo - Strong Performers

Pros:

Vision is to be the commercial operating system for the world's most profitable manufacturers and distributors
Aligning commercial operations with AI-driven insights, reshaping how companies manage pricing, sales, and profitability
Core CPQ capabilities extensible to e-commerce site, marketplace, or portal
Leverages unified data platform (Vendavo Data Cloud) that manages product data as single source of truth
Shines when enabled by AI to help centralize pricing strategy, provide guided pricing and upsell/cross-sell recommendations, and manage channel rebates
Customers like flexibility from high level of customization available
Value ability to manage and track performance of high number of price quotes
Praised strength and experience of Vendavo team

Cons:

Does not offer subscription management
Product roadmap is guided by Lighthouse Customer Program but innovation plans must be specific and holistic to continue driving value
Customers cited performance issues due to customizations in complex product portfolio
Slow speeds with minor development change orders

Epicor - Strong Performers

Pros:

Deep industry expertise brings innovation approach driven by data to build connected ecosystem spanning entire make-move-sell value stream
Excels in 3D product visualization and CAD integration with photorealistic rendering and out-of-the-box augmented reality
Epicor Snap rules engine is simple visual programming language for creating complex product configurations, API calls, and creating/tracking approval workflows
Configurator can run server side headless via API for e-commerce and websites
Customers appreciate quick response times and effective problem resolution by support team
Flexibility in CPQ's open sandbox environment for easier integrations

Cons:

Does not offer subscription management, pricing optimization, or AI capabilities
Must further expand its ecosystem
Customers would like more robust reporting
UI and workflows need more customization options

Infor - Strong Performers

Pros:

Delivers industry-specialized capabilities that run on Infor Cloud built on Amazon Web Services
Integrates tightly with Infor ecosystem like Infor Birst business intelligence and analytics platform
Customer advisory board and ecosystem partners play important role in helping shape roadmap
Intuitive rules-based configurator engine, 3D product visualization and CAD drawings, pricing and quote management, and order generation
AI insights from Infor Coleman AI platform include product configuration suggestions, pricing recommendations, discount guidance, cross-selling guidance, and quote performance analysis
Customers impressed with configurability, 3D visual experience, and easy-to-use UI

Cons:

Does not support subscription management and approval workflow management
Customers called out occasional performance issues on complex configurations
Steep learning curve
Complexity that may require an integrator/implementation partner to set up the solution properly

Pricefx - Strong Performers

Pros:

Vision is to provide SaaS pricing platform to enable best-in-class pricing management, optimization, and CPQ capabilities
Partnership with SAP and SAP Endorsed App (Pricefx Optimized Dynamic Pricing) to help customers optimize pricing in their ERP
Strength in pricing management serves as value-add solution for some other CPQ solutions that lack pricing optimization
Offers pricing negotiation guidance, product recommendations, price waterfall optimization, list price optimization, automated approval workflows, and analytics
For highly price competitive and volatile pricing industries, gives sellers quotes with the price to win and maximize margin
Customers value business impact, real-time pricing optimization, no-code/low-code flexibility, and AI-powered insights

Cons:

Does not have a full-fledged configurator or subscription management
Customers would like to see Pricefx simplify the UI
Reduce the configuration setup complexity
Limit the level of customization needed

Cincom Systems - Contenders

Pros:

More than 50 years of serving manufacturing companies that sell complex configurable products and services
Uses FASTPATH Enable methodology to implement projects with goal of enabling customers to implement, enhance, and manage themselves
Offers on-premises, customer cloud/managed, and private cloud deployment choices
Provides 3D product visualization, pricing and discount management, approval workflows, extensibility of services to e-commerce site, ample integrations, and starter templates
Customers recognized understanding of complex manufacturing needs
Easy-to-use 3D product visualization, low-code environment, and value of on-premises deployment option

Cons:

Clarity and path to vision as top revenue generator for complex manufacturers has just begun to come into focus
Must accelerate innovation to further strengthen and differentiate the value of its offering
Roadmap should bring welcome but well overdue refresh to UI
Does not offer pricing optimization, subscription management, or AI capabilities
Customers noted need for updated UI, fast upgrade process, AI-enabled pricing, and product structure visualization

Configit - Contenders

Pros:

Virtual Tabulation product configuration technology differentiates in ability to deliver greater speed and better handling of complexity
Powerful configurator engine able to handle more than 100,000 parameters based on precompilation of all valid configuration rules
Configit Ace manages entire product portfolio over multiple product versions and can provide view of all possible product variations through solution space analysis
Customers like solution's performance, ease of integration, multilanguage quote generation, configuration design, and approval workflow

Cons:

Vision and roadmap need to prioritize building more out-of-the-box flexibility into platform to help empower users and elevate experience
Does not provide pricing management or subscription management capabilities
Customers would like ability to report and track changes made in product configuration (now addressed in last release)
More out-of-the-box flexibility
Better tech support and turnaround time for new requested capabilities

Experlogix - Contenders

Pros:

Aspires to lower CPQ total cost of ownership through continued innovation with seamless no-code integrations and workflows, flexible configurator, and friendly UI
Designed to work seamlessly with Microsoft Dynamics 365 ecosystem (go-to provider since 2005) and also integrates with Salesforce
CPQ configurator can be managed by user with no programming or scripting required and supports subscription management
Engineers have training and implementation experience and offer regular training classes for users of all levels
Customers like reporting capabilities, intuitive and easy to use solution, flexible to do custom configurations

Cons:

Vision is worthy but undifferentiated
Can provide CPQ partner capabilities like 3D product visualization and pricing optimization but has no extensibility of CPQ capabilities to digital commerce site
Innovation and roadmap could benefit from tighter integration between CPQ and digital commerce
Some customers experienced performance issues on large quotes or transferring data files
Different levels of product support knowledge

FAQs

Q: Which vendors are Leaders in 2025?

A: Conga, Oracle, PROS, Salesforce

Q: What does "Leader" mean in Forrester Wave terms?

A: Leaders in the Forrester Wave are vendors that offer the strongest current offerings and have the most ambitious and well-executed strategies. Leaders demonstrate market leadership through innovation, customer success, and a clear vision for the future of the market. They excel across both current offering capabilities and strategic positioning, showing strong execution on their roadmaps and maintaining above-average or outstanding customer satisfaction.

Q: How do I interpret a Forrester Wave?

A: https://www.forrester.com/policies/forrester-wave-methodology/

Report:

Top Vendor Products for Configure, Price, Quote Solutions in 2025

Configure, Price, Quote Solutions Vendor Product Comparisons 2025

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FAQs

Q: Which vendors are Leaders in 2025?

Q: What does "Leader" mean in Forrester Wave terms?

Q: How do I interpret a Forrester Wave?

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