--- title: "CAS Merlin CPQ Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about CAS Merlin CPQ Software - reviews, pricing plans, popular comparisons to other CPQ products and more." source_url: "https://www.capterra.com/p/194322/CAS-Merlin-CPQ/" page_type: "product" language: "en" --- # CAS Merlin CPQ Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 26, 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)[Support](#support)[Reviews](#reviews) CAS Merlin CPQ ## What is CAS Merlin CPQ? CAS Merlin CPQ - the most sustainable confiugraiton experience! The powerful CPQ solution Merlin CPQ has been helping companies around the world optimize their sales processes for over 30 years. ## What is CAS Merlin CPQ used for? [Document Generation](https://www.capterra.com/document-generation-software/)[CPQ](https://www.capterra.com/cpq-software/)[Quoting](https://www.capterra.com/quoting-software/) Top alternative Featured Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial available Includes Free Version 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 CAS Merlin CPQ?[Manage this product listing](https://www.g2.com/products/cas-merlin-cpq/claim_requests/new?auto=true) ## 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. ### CAS Merlin CPQ 4.0 (3) VS. [4.5 (1,260)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting Price Contact vendor Starting Price $19 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.7 (3) Ease Of Use 4.4 (1,244) Value For Money 4.0 (3) Value For Money 4.3 (973) Customer Service 3.7 (3) Customer Service 4.3 (954) ## CAS Merlin CPQ alternatives [4.2 (1,331)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [Salesforce CPQ & Billing](https://www.capterra.com/p/120111/SteelBrick-CPQ/) [4.0 (12)](https://www.capterra.com/p/120111/SteelBrick-CPQ/#reviews) Starting price $75.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 75% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/120111/SteelBrick-CPQ/) [Cincom CPQ](https://www.capterra.com/p/143257/Cincom-CPQ/) [4.4 (8)](https://www.capterra.com/p/143257/Cincom-CPQ/reviews/) Starting price $50000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 75% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/143257/Cincom-CPQ/) Highest Rated [DealHub](https://www.capterra.com/p/172031/Dealhub/) [4.7 (96)](https://www.capterra.com/p/172031/Dealhub/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/172031/Dealhub/) ## FAQs about CAS Merlin CPQ Overview ### What company size and specific industries is CAS Merlin CPQ built for? CAS Merlin CPQ is designed for companies of all sizes, including SMEs and large enterprises, across a wide range of industries. It is suitable for organizations in machinery production and service-based sectors that need a CPQ solution for configuring complex products and quotes. Features and Usability ### What are the key features of CAS Merlin CPQ? CAS Merlin CPQ includes automated quoting, proposal generation, and quotes/estimates, plus product configuration with rule-based configuration, guided selling, and product catalogs. It also offers price and cost calculations, discount management, approval workflow, document generation, digital signature, ERP integration, and CRM and sales order management. Integrations ### Which third-party tools and platforms does CAS Merlin CPQ integrate with? CAS Merlin CPQ integrates with CAS genesisWorld for CRM-linked quotation and opportunity management. The catalog data provided here names CAS genesisWorld as the documented integration, supporting offer creation and maintaining quotation parameters in the CRM environment. Answer based on 2 reviews Getting Started and Support ### What training and onboarding options does CAS Merlin CPQ offer? CAS Merlin CPQ provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided learning, webinars cover scheduled instruction, and documentation and videos give teams written and visual reference materials for self-paced review. Getting Started and Support ### What customer support options does CAS Merlin CPQ offer? CAS Merlin CPQ provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, 24/7 Live Rep, and Chat. No reviewer feedback about support is available here, so user experience details such as response speed, agent helpfulness, or common support issues cannot be described. ## Features AI summary Based on 183 CPQ reviews Capterra data shows that buyers of CPQ rank the following features as their top priorities: - **Product Configurator** (**66%** of reviewers rated this feature as critical) - **Price/Margin Management** (**76%**) - **Activity Dashboard** (**75%**) CAS Merlin CPQ supports all three of the features reviewers rate most highly: **Product Configurator**, **Price/Margin Management**, and **Activity Dashboard**. Together, these capabilities help businesses build accurate quotes, control pricing and margins more effectively, and track sales activity in one place, allowing teams to respond faster and make better-informed quoting decisions. Product Configurator 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Customize the specifications of a finished product to meet the particular needs of a customer Price and Cost Calculations 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Calculate rule-based prices for a product/service Proposal Generation 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Create proposals based on costs of labor and materials Quotes/Estimates 5.0 (2) 150.00% of 2 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers Approval Workflow 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Route documents and other data through one or more stakeholders for review and approval Catalog Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Create and manage digital catalog of products/services with their details, specifications, and price CAS Merlin CPQ 64 features ### All Features - 2D Drawing: Drawing and modeling designs within 2D flat dimensions - 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 - API: Application programming interface that allows for integration with other systems/databases - 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 - Automated Quoting: Generate rule-based quotes for clients automatically - Bills of Material: Material list of manufacturing parts and associated costs - Catalog Management: Create and manage digital catalog of products/services with their details, specifications, and price - 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 - Contract Drafting: Create, edit, and revise contracts/written agreements - Contract/License Management: Track, store, and access client contracts or licenses - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - 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 Forms: Customize contracts and forms to collect specific information - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Visualization: Graphical representation of data - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Discount Management: Track products that are for sale at a reduced price or part of coupon promotions - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Generation: Custom forms to streamline repetitious aspects of a document - 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 - Electronic Signature: Digitally sign online documents - Email Templates: Pre-made examples and templates for emails - ERP integration: Integrate with existing ERP systems - For Customer Use: For use by customers - For Internal Use: Usage of documents or items within a specific organization - Guided Selling: A process designed for sellers to guide them through the entire selling process - MES: Manufacturing execution systems focus on quality control in the production process. - Multi-Currency: Manage and handle various international currencies - Multi-Language: Manage and support multiple languages - Multiple Output Formats: Create content in various formats, such as print, PDF, HTML and more - Online Catalog: An online catalog of inventory that customers can view - 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 - Prioritization: Arrange tasks based on the level of priority or urgency - 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 - Product Data Management: Capture, organize and track product-specific data and information in a centralized location - Proposal Generation: Create proposals based on costs of labor and materials - Quotes/Estimates: Generate quotes or estimates for customers - Real-time Product Visualizations: Visualize products in real time, as they are configured - Renewal Management: Manage and track the renewal process for various services, subscriptions, contracts, or licenses - 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 - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - 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 - Text Editing: Edit text as needed - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - 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 (3) 4.0 Based on 3 reviews ## Pricing Value for money 4.0 (3) Free Trial Free Version for pricing details, contact us €0.00 Value for money 4.0 (3) 4.0 Based on 3 reviews 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 3.7 (3) 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 3.7 (3) 3.7 Based on 3 reviews ## User reviews Overall rating 4.0 Based on 3 reviews Filter by rating 5(1) 4(1) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent CR Christine R. Prokuristin Information Technology and Services ### "Unabdingbarer Konfigurator für unsere Kundengewinnung" 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 9/10 April 23, 2024 Eine unverzichtbare Anwendung in unserem Alltag, die individuelle Konfigurationen und Dokumente erstellt und dabei die Basis für eine saubere Informationsübergabe sowohl zu den Kunden als auch intern gewährleistet. Pros Angebote individuell erstellen zu können und dabei nur die relevanten Informationen für den Kunden zusammenzustellen, obwohl es sich um ein komplexes Angebot handelt. Cons Das Backend ist nicht eigenständig updatebar. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor June 10, 2024 Dear Christine, Thank you for your valuable feedback and for taking the time to share your experience with our product. We are delighted to hear that you find our configurator indispensable for customer acquisition and that it effectively allows for the creation of tailored offers and the compilation of relevant information. We have noted your comment regarding the backend update process. Our team is continuously working on improving our product, and feedback like yours is crucial in guiding these enhancements. Thank you once again for your insightful comments and for being a valued customer. If you have any further suggestions or need assistance, please do not hesitate to reach out. Best regards, Your CAS Merlin CPQ Team RB Rene B. CRM-ERP-Administrator Mechanical or Industrial Engineering ### "MerlinCPQ\_" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 2.0 2.0 Likelihood to Recommend 6/10 April 23, 2024 Pros Einfache Abbildung des Produktportfolios. Durchgängiger Prozess von Anfrage bis Angebot. Cons Kundenbetreuung und Verfolgung von Meilensteinen. Verzögerte Auslieferungen von Updates Alternatives considered [Camos CPQ](https://www.capterra.com/p/129741/Configurator/) Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor June 17, 2024 Dear Rene, Thank you for sharing your detailed feedback with us. Your positive comments are greatly appreciated by our team. We understand the importance of smooth updates and are committed to enhancing this aspect of our service; a member of our team will promptly contact you to address these concerns. If you have any further suggestions or need assistance, please feel free to reach out. We look forward to collaborating on future projects with you! Best Regards, Your CAS Merlin CPQ Team SD Stefan D. Sales Computer Software ### "First choice for error-free offers in very good quality" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 24, 2023 For us, CAS MERLIN is the ideal addition to the creation of professional service offerings, including complex software and support contracts. Pros What I like best is the speed gained when creating complex offers Cons The fact that we only came across this product 2 years ago. For many years we have had to repeatedly check offers for errors. 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. Response from Vendor June 10, 2024 Dear Stefan, Thank you for your wonderful review and for sharing your experience with CAS Merlin CPQ. We are thrilled to be your first choice for creating error-free, high-quality offers. It's fantastic to hear that our product has significantly increased your speed in generating complex offers. Your satisfaction is our top priority, and we are glad to know that CAS Merlin CPQ has become an ideal addition to your professional service offerings, especially for complex software and support contracts. Thank you once again for your kind words and for being a valued customer. If you have any further feedback or need assistance, please feel free to contact us. Best regards, Your CAS Merlin CPQ Team ## 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.