--- title: "Salesforce CPQ & Billing Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Salesforce CPQ & Billing Software - reviews, pricing plans, popular comparisons to other Quoting products and more." source_url: "https://www.capterra.com/p/120111/SteelBrick-CPQ/" page_type: "product" language: "en" --- # Salesforce CPQ & Billing Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on February 15, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Salesforce CPQ & Billing ## What is Salesforce CPQ & Billing? Take your revenue to new heights. Sell and bill on one platform. Configure, Price, and Quote complex deals all on the world's #1 CRM. Unify sales and finance with complete visibility across the customer lifecycle from quote to retention. Give Sales teams and channel partners the necessary tools to quickly configure, price and quote complex solutions. Automate discounts, pricing, and approvals to maximize revenue and margins ## What is Salesforce CPQ & Billing used for? [Quoting](https://www.capterra.com/quoting-software/)[Proposal Management](https://www.capterra.com/proposal-management-software/)[Document Generation](https://www.capterra.com/document-generation-software/) Top alternative Featured Overall rating Based on 11 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $75 Per User, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Salesforce CPQ & Billing?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.salesforce.com&name=Salesforce CPQ & Billing) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Salesforce CPQ & Billing 4.0 (11) VS. [4.6 (1,475)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting Price $75 Per User, Per Month Starting Price $39 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.8 (11) Ease Of Use 4.6 (1,435) Value For Money 4.0 (9) Value For Money 4.4 (1,238) Customer Service 4.1 (9) Customer Service 4.6 (1,388) ## Salesforce CPQ & Billing alternatives [4.6 (488)](https://www.capterra.com/p/153475/FieldPulse/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.6 (192)](https://www.capterra.com/p/135691/QuoteWerks/reviews/) Starting price $78.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.4 (3,317)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.5 (1,256)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/120111/SteelBrick-CPQ/alternatives/) ## FAQs about Salesforce CPQ & Billing Overview ### Which roles and teams benefit most from Salesforce CPQ & Billing? Salesforce CPQ & Billing is most used by sales teams, account managers, and business development professionals who need faster quote creation, pricing accuracy, and smoother contract-to-cash workflows. Finance, operations, and technical teams benefit from automated billing, revenue tracking, system configuration, testing, and audit visibility across complex customer transactions. Answer based on 11 reviews Overview ### What company size and industries is Salesforce CPQ & Billing built for? Salesforce CPQ & Billing is built for small businesses first, with 45% of reviewers, and serves Business Supplies and Equipment, Commercial Real Estate, and E-Learning equally at 9% each. It also supports enterprise organizations at 36% and midsize businesses at 18%, aligning with its stated fit from small to enterprise companies. Answer based on 11 reviews Features and Usability ### What are the key features of Salesforce CPQ & Billing? Salesforce CPQ & Billing offers automated quoting, product configurator, pricing and cost calculations, and discount management for quote creation. It also includes billing & invoicing, recurring/subscription billing, revenue recognition, and payment processing. Supporting features include approval workflows, contract/license management, order management, reporting/analytics, and ERP integration. Pricing ### How much does it cost and what fees or limitations are included? Salesforce CPQ & Billing starts at $75 per user/month for the CPQ plan, billed annually. The CPQ Plus plan costs $150 per user/month, also billed annually. CPQ includes configuration, product catalog, pricing, and quoting, while CPQ Plus adds advanced approvals, order management, and usage-based pricing. Integrations ### Which third-party tools and platforms does Salesforce CPQ & Billing integrate with? Salesforce CPQ & Billing connects natively to Salesforce Service Cloud. Getting Started and Support ### What training and onboarding options does Salesforce CPQ & Billing offer? Salesforce CPQ & Billing provides in person training, live online sessions, and documentation to help teams get started. In person training supports direct instruction, live online sessions allow guided remote learning, and documentation offers written reference material for setup and feature review. Getting Started and Support ### What customer support options does Salesforce CPQ & Billing offer? Salesforce CPQ & Billing provides FAQ/forum access, a knowledge base, phone support, and chat. Without reviewer feedback on support experiences, no claims can be made about response times, helpfulness, or common frustrations. Users can rely on the listed channels for product guidance and troubleshooting. ## Features AI summary Based on 1,828 Quoting reviews Capterra data shows that buyers of quoting software rank the following features as their top priorities: - **Quotes/Estimates** (**70%** of reviewers rated this feature as critical) - **Billing & Invoicing** (**73%**) - **Pricing and Cost Calculations** (**66%**) Salesforce CPQ & Billing supports all three top features: **Quotes/Estimates**, **Billing & Invoicing**, and **Pricing and Cost Calculations**. Together, these capabilities help businesses create accurate quotes, manage charges and invoices, and calculate pricing with greater consistency, allowing teams to move from estimate to payment with fewer errors and better control over revenue. Quotes/Estimates 4.0 (6) 100.00% of 6 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers Pricing and Cost Calculations 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Calculate rule-based prices for a product/service Pricing Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Tool used to determine accurate pricing and product eligibility for borrowers Third-Party Integrations 3.3 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Set up connections to third-party platforms to improve business processes Billing & Invoicing 3.8 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Automated Quoting 4.3 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Generate rule-based quotes for clients automatically Salesforce CPQ & Billing 88 features ### All Features - 2D Drawing: Drawing and modeling designs within 2D flat dimensions - 3D Digital Asset Management: Store and manage 3D digital assets - 3D Imaging: Representation of any object in 3D - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Approval Workflow: Route documents and other data through one or more stakeholders for review and approval - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automated Quoting: Generate rule-based quotes for clients automatically - Bid Management: Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Bills of Material: Material list of manufacturing parts and associated costs - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Catalog Management: Create and manage digital catalog of products/services with their details, specifications, and price - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Configurable Workflow: Configure existing workflows to meet your organization's needs - Configuration Management: Identify component attributes like servers, hardware, software, and manage relationships across all services - Contact Management: Manage, organize, and store contact information - Content Library: Centralized repository to store content and assets - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Contract/License Management: Track, store, and access client contracts or licenses - Credit Card Processing: Accept and process credit card transactions - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer History: Access previous interactions or concerns to maintain customer relationships - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Discount Management: Track products that are for sale at a reduced price or part of coupon promotions - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Due Date Tracking: Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken - eCommerce Management: Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products - Electronic Payments: Electronically collect payments for goods or services - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - ERP integration: Integrate with existing ERP systems - Estimating: Estimate expected cost based on various factors before a project begins - For Internal Use: Usage of documents or items within a specific organization - Forecasting: Form predictions based on past and present data/trends - Guided Selling: A process designed for sellers to guide them through the entire selling process - Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support - Knowledge Library: A repository of previously used/received RFP questions with responses - Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status - Multi-Currency: Manage and handle various international currencies - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Order Processing: Send / receive, process, and execute orders - Order Tracking: Track orders throughout the fulfillment process - Price and Cost Calculations: Calculate rule-based prices for a product/service - Price/Margin Management: Track and manage the profit margin between the cost of a product and its selling price. - Pricing and Cost Calculations: Calculate rule-based prices for a product/service - Pricing Management: Tool used to determine accurate pricing and product eligibility for borrowers - Product Catalog: Present a catalog of inventory that customers can view - Product Configurator: Customize the specifications of a finished product to meet the particular needs of a customer - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Proposal Generation: Create proposals based on costs of labor and materials - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Real-time Product Visualizations: Visualize products in real time, as they are configured - Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Renewal Management: Manage and track the renewal process for various services, subscriptions, contracts, or licenses - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Requirements Management: Enables creation, management, and tracking of product requirements & features during product production/development - RFP Creation: The process of creating a questionnaire and submitting it to prospective vendors. - RFP Management: Manage and process incoming documents detailing requests for proposals - RFP Responding: The process of creating proposals in response to requests received from potential clients - Rule-based Configuration: Configure products according to pre-defined rules and/or constraints - Sales Automation: Automate processes to manage leads, contacts, opportunities and sales activities - Sales Order Management: An order generated by a seller to a customer, containing details about products or services - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Tax Management: Calculation of consumption tax imposed on the sale of goods/services - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Vendor Management: Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.0 (11) 4.0 Based on 11 reviews ## Pricing Value for money 4.0 (9) [View pricing plan details](https://www.capterra.com/p/120111/SteelBrick-CPQ/pricing/) CPQ $75.00 Per User,Per Month It includes: - Configuration - Enhanced Product Catalog - Pricing - Quoting CPQ Plus $150.00 Per User,Per Month It includes: - Advanced Approvals - Configuration - Enhanced Product Catalog - Order Management - Pricing - Quoting - Usage-Based Pricing CPQ & Billing Growth Contact Vendor for Pricing It includes: - Advanced Approvals - Configuration - Enhanced Product Catalog - Invoicing and Revenue Schedules - Order Management - Pricing - Quoting - Usage-Based Pricing CPQ & Billing Plus Contact Vendor for Pricing It includes: - Advanced Approvals - Automated Payments - Complex Revenue Reporting - Configuration - Enhanced Product Catalog - Invoicing and Revenue Schedules - Order Management - Pricing - Quoting - Usage-Based Pricing Value for money 4.0 (9) 4.0 Based on 9 reviews ## Integrations [ Salesforce Service Cloud](https://www.capterra.com/p/136189/Salesforce/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.1 (9) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.1 (9) 4.1 Based on 9 reviews ## User reviews Overall rating 4.0 Based on 11 reviews Filter by rating 5(3) 4(5) 3(3) 2(0) 1(0) Mentioned topic Sorted by most recent AN Anonymous User App Developer Information Technology and Services ### "Streamlined Sales with Complex Setup" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 February 26, 2026 Overall, Salesforce CPQ & Billing is powerful and efficient for sales automation, though setup and customization can be challenging. Pros I loved Salesforce CPQ & Billing for streamlining quotes, pricing, and invoicing—making sales processes faster, accurate, and efficient. Cons The setup and customization can be complex, requiring time and expertise to optimize for specific business needs. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AF Adashia F. Owner Health, Wellness and Fitness ### "It works, but there is a learning curve" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 5/10 February 2, 2026 I used it for work, but I would not use it for my own business. It definitely works, but has a learning curve and limited customization in my opinion Pros Widely used ORDER MANAGEMENT - does what it needs to do INVENTORY MANAGEMENT - does what it needs to do Cons EASE OF USE - there was a steep learning curve for me DESIGN - could use more options for customization Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SD Steve D. Sales Operations Specialist Facilities Services ### "Salesforce for Quoting" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 9/10 November 19, 2025 When I quote a customer, I enter the info into Salesforce and they track the progress of the quote, Very good for tracking sales and wins and losses Pros very intuitive software, enter information and it give you options of alerts after you submit quote information. Cons There is nothing not to like about this. This is very good software for tracking quotes and results. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. NR Neha R. QA Manager E-Learning ### "Salesforce CPQ & Billing" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 November 4, 2025 Pros Easier to bill customers, automated quote generation, pricing, centralized products into single repository Cons High Cost of the tool, sometimes complex to implement and configure, need significant efforts to get it right Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SS Shawna S. Business Development Real Estate ### "Worth the hype - especially for medium size business looking to scale" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 October 25, 2025 My overall experience was pleasant in that the tool was efficient, scalable, adaptable and easy to use. Pros Ease of use, sales management, reminder tools, and customer support were the best features of this product Cons I wasn’t a big fan of the way invoicing was set up and the struggles with customization in that area. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User Account Executive Sports ### "Salesforce CPQ User" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 6/10 May 9, 2025 Pros Makes it easier for my organization to work and expand current contracts. Cons Learning curve that comes with switching over from the previous platform. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RG Roman G. Information Technology Audit Human Resources ### "Flexibility and efficiency within the CRM software" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 April 3, 2025 Allows flexibility for customers with franchisees models, however the implementation can become costly and time consuming. Pros Allows to easily process opportunities with multiple clients under the same customer (franchisees). Cons Implementation can become costly as there are multiple dependencies on downstream systems. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Allow better flexibility in deals closing Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JV Jonas V. Commercial Commercial Real Estate ### "Salesforce CPQ Big Yes" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 February 23, 2025 Salesforce CPQ est parfait pour la rédaction de devis simple et gestion commercial. Pros Simplicité, ergonomie, automatisation, Salesforce est parfait pour gérer votre portefeuille client. Cons L'outil peut être peu flexible lorsque l'on cherche à réaliser des taches spécifiques Alternatives considered [Oneflow](https://www.capterra.com/p/148241/Oneflow/) Reasons for choosing Salesforce CPQ & Billing Car salesforce CPQ permet de lié différents logiciel tel que OneFlow Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LB Lindsey B. Account Manager Research ### "Gets the job done" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 6/10 December 20, 2024 It has been a mediocre experience, as the service gets the job done although I feel it is not the most user friendly platform. Pros Salesforce CPQ makes it easy to have all account information, billing, proposals and proposal iterations in one place. Cons I found Salesforce CPQ to be clunky and hard to manage when it relates to creating new quotes and proposals. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JL JOHN L. ADMINISTRATIVE ASSISTANT Events Services ### "GOOD PROGRAM" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 December 16, 2024 Pros Simple way to coordinate services. Just need the right device. Cons A little slow at times but that could be the internet Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MT Muturi T. Accountant Business Supplies and Equipment ### "A Great Business Billing Solution " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 29, 2024 Pros It makes order management easy and billing and invoicing has been smooth Cons It meets all our CPQ and billing easy - no issues. Switched from [LogiSense Billing](https://www.capterra.com/p/18774/EngageIP-Billing-OSS/) [Stripe Billing](https://www.capterra.com/p/178774/Stripe-Billing/) [Invoiced](https://www.capterra.com/p/222215/Invoiced/) [Zoho Invoice](https://www.capterra.com/p/163114/Zoho-Invoice/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.