# CAS Merlin CPQ Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about CAS Merlin CPQ Software - reviews, pricing plans, popular comparisons to other CPQ products and more.

Source: https://www.capterra.com/p/194322/CAS-Merlin-CPQ

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# 

 CAS Merlin CPQ Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 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  
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Includes Free Version

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## 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 (1,254)](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 (1,238)

Value For Money

4.0 (3)

Value For Money

4.3 (967)

Customer Service

3.7 (3)

Customer Service

4.3 (948)

## CAS Merlin CPQ alternatives

[4.4 (299)](https://www.capterra.com/p/133332/Proposify/reviews/)

Starting price

$19.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

88%

of reviewers

rated it above 4 stars

[4.2 (1,314)](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

Highest Rated

[4.8 (21)](https://www.capterra.com/p/119222/iQuote-Xpress/reviews/)

Starting price

$39.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Salesforce CPQ & Billing](https://www.capterra.com/p/120111/SteelBrick-CPQ/)

[4.0 (11)](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

73%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/120111/SteelBrick-CPQ/)

## FAQs about CAS Merlin CPQ

Overview

### What company size and specific industries is CAS Merlin CPQ built for?

CAS Merlin CPQ is designed for all company sizes, including SMEs and large companies, across a wide range of industries. It is used in machinery production and in service-based businesses, making it suitable for organizations that need configure, price, and quote support in manufacturing and services.

Features and Usability

### What are the key features of CAS Merlin CPQ?

CAS Merlin CPQ offers automated quoting, product configurator, rule-based configuration, pricing and cost calculations, and proposal generation. It also includes approval workflow, contract generation, document management, electronic signature, ERP integration, and multi-currency support for sales, quoting, and 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 confirms this native connection, and reviewer mentions specifically reference maintaining quotation parameters in CAS genesisWorld for offer management and sales opportunity workflows.

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 instruction, webinars cover scheduled topic-based learning, documentation offers written reference material, and videos provide self-paced viewing for product setup and feature 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 is available here to describe response times, helpfulness, or common support frustrations, so the support experience cannot be summarized from user sentiment.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

Collaboration Tools

4.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Provides a channel for team members to share AI models, media files, communicate, and work together

Configuration Management

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Identify component attributes like servers, hardware, software, and manage relationships across all services

Contract/License Management

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Track, store, and access client contracts or licenses

CAS Merlin CPQ 64 features

Drawing and modeling designs within 2D flat dimensions

Representation of any object in 3D

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Application programming interface that allows for integration with other systems/databases

Manage the process of evaluating documents or requests submitted for approval

Route documents and other data through one or more stakeholders for review and approval

Generate rule-based quotes for clients automatically

Material list of manufacturing parts and associated costs

Create and manage digital catalog of products/services with their details, specifications, and price

Provides a channel for team members to share AI models, media files, communicate, and work together

Configure existing workflows to meet your organization's needs

Identify component attributes like servers, hardware, software, and manage relationships across all services

Create, edit, and revise contracts/written agreements

Track, store, and access client contracts or licenses

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Add customized logos and colors to align with company branding

Customize data fields to support various needs and use cases

Customize contracts and forms to collect specific information

Pre-designed layouts that can be customized to match preferences and requirements

Graphical representation of data

Electronic signing method that validates the authenticity and integrity of a digital document

Track products that are for sale at a reduced price or part of coupon promotions

Automated or logic-based workflows that assist in the creation of electronic documents

Custom forms to streamline repetitious aspects of a document

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Assemble applications and processes by dragging over and arranging pre-built components

Digitally sign online documents

Pre-made examples and templates for emails

Integrate with existing ERP systems

For use by customers

Usage of documents or items within a specific organization

A process designed for sellers to guide them through the entire selling process

Manufacturing execution systems focus on quality control in the production process.

Manage and handle various international currencies

Manage and support multiple languages

Create content in various formats, such as print, PDF, HTML and more

An online catalog of inventory that customers can view

Calculate rule-based prices for a product/service

Track and manage the profit margin between the cost of a product and its selling price.

Calculate rule-based prices for a product/service

Tool used to determine accurate pricing and product eligibility for borrowers

Arrange tasks based on the level of priority or urgency

Present a catalog of inventory that customers can view

Customize the specifications of a finished product to meet the particular needs of a customer

Capture, organize and track product-specific data and information in a centralized location

Create proposals based on costs of labor and materials

Generate quotes or estimates for customers

Visualize products in real time, as they are configured

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

Configure products according to pre-defined rules and/or constraints

Automate processes to manage leads, contacts, opportunities and sales activities

An order generated by a seller to a customer, containing details about products or services

Search and filter data across systems to locate required information by entering keywords or certain criteria

Online portal through which end users can access the system, manage tasks, or obtain information

Create, save, and re-purpose templates for emails, forms, etc.

Sample files or documents that could be customized as needed or used as is

Edit text as needed

Set up connections to third-party platforms to improve business processes

Track revisions and updates made to files and navigate between different versions

Streamlining repetitive tasks and activities through automated and predefined workflows

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

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## 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

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.

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

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.

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

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