--- title: "Sofon Guided Selling Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Sofon Guided Selling Software - reviews, pricing plans, popular comparisons to other Proposal Management products and more." source_url: "https://www.capterra.com/p/95668/Sofon-Guided-Selling/" page_type: "product" language: "en" --- # Sofon Guided Selling Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 25, 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) Sofon Guided Selling ## What is Sofon Guided Selling? Sofon is a Sales Automation solution that simplifies, accelerates and improves the sales process of customer specific products or services. Sofon helps sales employees to easily and quickly translate customer requirements into error-free professional proposals and quotations. Quotations can be automatically transformed into production orders. Sofon guides sales to choose the best product fulfilling the needs of the potential buyer and to help them to a buying decision. ## What is Sofon Guided Selling used for? [Lead Management](https://www.capterra.com/lead-management-software/)[CPQ](https://www.capterra.com/cpq-software/)[Sales Force Automation](https://www.capterra.com/sales-force-automation-software/) Top alternative Featured Overall rating Based on 26 user reviews Reviews sentiment Positive 92% Neutral 4% Negative 4% Starting price $30000 Per Feature, One Time 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 Sofon Guided Selling?[Manage this product listing](https://www.g2.com/products/sofon/claim_requests/new?auto=true) ## Sofon Guided Selling Overview Updated September 2026 AI summary Sofon Guided Selling supports businesses of all sizes in managing proposals, quotes, and sales processes, combining proposal management, CPQ, lead management, and order entry features. Key capabilities include document management, workflow tools, version control, and templates, with options like CRM integration, contract management, and client portals. The solution is available via cloud and Windows deployments. ## 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. ### Sofon Guided Selling 4.7 (26) VS. [4.2 (1,331)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting Price $30000 Per Feature, One Time Starting Price $31.1 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (9) Ease Of Use 4.0 (15) Value For Money 4.0 (2) Value For Money 4.1 (14) Customer Service 4.6 (9) Customer Service 3.9 (15) ## Sofon Guided Selling alternatives [4.5 (1,260)](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 Highest Rated [4.6 (1,486)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Merkato](https://www.capterra.com/p/161027/Merkato/) [4.1 (15)](https://www.capterra.com/p/161027/Merkato/reviews/) Starting price $15000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/161027/Merkato/) [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/) ## FAQs about Sofon Guided Selling Overview ### What company size and specific industries is Sofon Guided Selling built for? Sofon Guided Selling is designed for companies of any size that sell customer-specific products and services. It is best suited to businesses with tailored offerings, where sales teams need to configure proposals and pricing around individual customer requirements rather than standard products. Features and Usability ### What are the key features of Sofon Guided Selling? Sofon Guided Selling offers guided selling and rule-based configuration for product setup, plus product configurator, quotes/estimates, proposal generation, and order entry for sales workflows. It also includes pricing and cost calculations, bills of material, workflow management, approval workflow, and audit trail for controlled configuration and sales processing. Integrations ### Which third-party tools and platforms does Sofon Guided Selling integrate with? Sofon Guided Selling integrates with 3 third-party CRM platforms: Oracle CRM On Demand, SAP Customer Experience, and Salesforce Sales Cloud. These catalog-listed integrations connect the product with major customer relationship management systems used for sales data, account management, and guided selling workflows. Answer based on 1 reviews Getting Started and Support ### What training and onboarding options does Sofon Guided Selling offer? Sofon Guided Selling 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 sessions, and documentation offers written reference material for setup and feature review. Answer based on 3 reviews Getting Started and Support ### What customer support options does Sofon Guided Selling offer? Sofon Guided Selling provides Email/Help Desk, Knowledge Base, Phone Support, and Chat. No reviewer feedback about support is available in the catalog, so user experience details such as response speed or helpfulness are not described here. ## Features AI summary Based on 1,471 Proposal Management reviews Not all proposal management software covers every must-have feature. Here is what Capterra reviewers flag as essential when choosing a solution: - **Proposal Generation** (**59%** of reviewers rated this feature as critical) - **Quotes/Estimates** (**62%**) - **Customizable Templates** (**49%**) Sofon Guided Selling supports **Proposal Generation** and **Quotes/Estimates**, giving sales teams the tools to create proposals and prepare accurate pricing details in one system. However, it does not include **Customizable Templates**. Instead, it offers other features that reviewers also value, such as **Document Management** (**45%**) and **Templates** (**43%**), which can help teams organize proposal content and reuse standard materials more efficiently, helping businesses speed up quote creation and keep sales documents consistent. 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 API Application programming interface that allows for integration with other systems/databases Approval Workflow Route documents and other data through one or more stakeholders for review and approval Audit Trail A record of all activities within the system, including user access, changes made, etc. Sofon Guided Selling 57 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 - API: Application programming interface that allows for integration with other systems/databases - Approval Workflow: Route documents and other data through one or more stakeholders for review and approval - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Bills of Material: Material list of manufacturing parts and associated costs - Business Process Control: Define and maintain business rules that determine workflow capabilities and criteria - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Channel Management: Manage various distribution channels, build relations with channel partners, and track their performance - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - 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 - 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 - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer History: Access previous interactions or concerns to maintain customer relationships - Customizable Branding: Add customized logos and colors to align with company branding - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - 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 - Dynamic Modeling: Ability to learn and adapt from interactions with environment and data, and to model varying behavior over time. - eCommerce Management: Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products - Field Sales Management: Manage or track sales completed by field teams/employees - Graphical Data Presentation: Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids - Guided Selling: A process designed for sellers to guide them through the entire selling process - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Order Entry: Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Order Processing: Send / receive, process, and execute orders - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Price and Cost Calculations: Calculate rule-based prices for a product/service - 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 Configurator: Customize the specifications of a finished product to meet the particular needs of a customer - Proposal Generation: Create proposals based on costs of labor and materials - Quotes/Estimates: Generate quotes or estimates for customers - Remote Order Entry: The ability to enter orders from a remote location such as a computer, mobile, or tablet. - Renewal Management: Manage and track the renewal process for various services, subscriptions, contracts, or licenses - RFP Management: Manage and process incoming documents detailing requests for proposals - 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 Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Order Management: An order generated by a seller to a customer, containing details about products or 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 - Special Order Management: Manage special order requested by a customer - Templates: Sample files or documents that could be customized as needed or used as is - Territory Management: Organize customer data and accounts by user or geography - Version Control: Track revisions and updates made to files and navigate between different versions - 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 3.0 (1) 3.0 Based on 1 reviews ## Pricing Value for money 4.0 (2) Basic $30,000 Per Feature,One Time Value for money 4.0 (2) 4.0 Based on 2 reviews ## Integrations [ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ SAP Customer Experience](https://www.capterra.com/p/77372/SAP-CRM/)[ Oracle CRM On Demand](https://www.capterra.com/p/119990/CRM-On-Demand-Marketing/) 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 4.6 (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 4.6 (9) 4.6 Based on 9 reviews ## User reviews Overall rating 4.7 Based on 26 reviews Filter by rating 5(23) 4(1) 3(1) 2(0) 1(1) Mentioned topic Sorted by most recent AA Ammar A. ### "quality stream international quotation" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 2.0 2.0 Likelihood to Recommend 0/10 March 5, 2017 qs international company for general contracting and trading established and registered in Iraq the activities are constructions and logistics and trading 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. Paul Vincent R. Project manager ICT / Application manager ERP Retail ### "" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 0.0 0.0 Customer Service 4.0 4.0 Likelihood to Recommend 0/10 January 27, 2016 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. SV Sven V. Senior Cost Engineer and Modelbuilder ### "Sofon has helped improve our competitive position" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 September 27, 2013 Howden Thomassen Compressors ' until 2011 Thomassen Compression Systems ' designs, manufactures, installs and maintains reciprocating compressors for the oil and gas industry among others. We are active in a buyers' market. So it's important for us to be able to produce competitive quotations quickly in order to score orders. Safeguarding prices and knowledge in Sofon, has led to realistic prices, precise calculations and competitive quotations. Now that estimates are no longer being made, the expected production hours are more realistic: they have been reduced by 25%. That translates to a 2% decrease in total cost price, which means that we are now more solidly in the black. So we make a sharper profit. That in turn has helped improve our competitive position.' 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. JK Jan K. Team Leader Calculation ### "Accurate and competitive quoting increases the likelihood of an order" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 August 14, 2013 WTH is the market leader in floor and wall systems for heating and cooling, for both new construction and renovation. During the past few years, the market has changed dramatically. We still receive many requests for quotations but scoring rates have gone down. Customers ask multiple suppliers for quotations more frequently. So it is critical to come up with a solid, error-free, and uniformed quotation as fast as we can. With Sofon, we have made enormous progress in terms of our error percentage, speed and uniformity in the sales process. We were also able to shorten the training period for new sales staff. Sofon presents us with the right questions, explanations, and all possible answers; the system actually educates our users while generating calculations and quotations. A new staff member is therefore productive immediately. We get the added benefit of handling more work (3,250 unique quotations a year) with fewer people while we give customers better advice. 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. ED Erwin de Vrind ### "Sofon, strategic tool to achieve commercial goals" 5.0 Overall Rating 5.0 5.0 Ease of Use 0.0 0.0 Features 0.0 0.0 Customer Service 0.0 0.0 Likelihood to Recommend 0/10 July 8, 2013 Saval has been active in the area of fire and evacuation safety since 1925; from fire hoses to full fire extinguishing systems. Last minute requests are more and more often a day-to-day occurrence for us. So it was time for us to optimize the sales process. Thanks to Sofon, we have enabled a better workload distribution. It is immediately clear who is up to his neck in work. A colleague who is not as busy can now jump in to contribute. What a project manager used to do in his head – making decisions, calculating – now takes place systematically under the hood of the Sofon engine. Our quotation cycle time has also been shortened (from 4 hours to just 2 to 3 minutes) and the insight into our pipeline has improved. For us, Sofon is a real strategic tool to achieve our commercial goals. 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. AJ Alice J. Business office ### "Montis streamlines complex order process with Sofon" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 May 16, 2013 Montis designs and manufactures high-quality designer furniture ' generally seating furniture. We implemented Sofon's advanced sales configurator to streamline our order process. During the implementation, we built about 250 models within three weeks, which is improbably fast in the configuration world. After the implementation, we noticed that our order processing had become more transparent and more customer-friendly. Entering a new fabric or leather color now takes us half an hour. This used to take us several days. We are also able to define advantageous new product/market combinations. We can definitely say that Sofon satisfies our expectations. Pros Order processing more transparent and more customer-friendly Able to define advantageous new product/market combinations Entering a new fabric or leather color now takes us half an hour instead of several days Cons No major cons. 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. MK Marion K. Sales ### "Our price agreements with our various customers are now clearly defined " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 May 1, 2013 E. van Wijk Logistics is an international logistics service company with branches in the Netherlands, Romania, Moldavia and Ukraine. Before Sofon our quotations and calculations were produced manually in Excel. This was time-consuming and prone to errors; it was for example easy to forget a change in rates. This is why we wanted to simplify the way the rates were put together. We also wanted more insight into client-specific rates and outstanding quotations. We now make use of the Sofon Sales Organizer (CRM package) and the Sofon Proposal Organizer (quotation generator). We use Sofon to quickly produce uniform and error-free quotations, including the accompanying calculations. Our price agreements with our various customers are now clearly defined and our price adjustments are greatly simplified. Sofon also offers us insight into the quotations we have issued to date and the effectiveness of our sales reps. Pros Quickly produce uniform and error-free quotations Offers insight into the quotations we have issued to date and the effectiveness of our sales reps Price agreements are now clearly defined and our price adjustments are greatly simplified Cons no real Cons 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. DV Digni van der Zande ### "Our price agreements with our various customers are now clearly defined " 5.0 Overall Rating 5.0 5.0 Ease of Use 0.0 0.0 Features 0.0 0.0 Customer Service 0.0 0.0 Likelihood to Recommend 0/10 April 29, 2013 E. van Wijk Logistics is an international logistics service company with branches in the Netherlands, Romania, Moldavia and Ukraine. Before Sofon our quotations and calculations were produced manually in Excel. This was time-consuming and prone to errors; it was for example easy to forget a change in rates. This is why we wanted to simplify the way the rates were put together. We also wanted more insight into client-specific rates and outstanding quotations. We now make use of the Sofon Sales Organizer (CRM package) and the Sofon Proposal Organizer (quotation generator). We use Sofon to quickly produce uniform and error-free quotations, including the accompanying calculations. Our price agreements with our various customers are now clearly defined and our price adjustments are greatly simplified. Sofon also offers us insight into the quotations we have issued to date and the effectiveness of our sales reps. 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. RO Robert ### "All the Sofon-users in our company are very pleased" 4.0 Overall Rating 4.0 4.0 Ease of Use 0.0 0.0 Features 0.0 0.0 Customer Service 0.0 0.0 Likelihood to Recommend 0/10 April 8, 2013 Voortman develops, manufactures, installs and maintains CNC controlled processing machines for the steel fabricating industry and steel service centers. Because of our growing international clientele, we were looking for a complete sales support system. Sofon turned out to be very complete, so we use all of Sofon: from CRM to quotation generation ¿ and everything in between. The implementation of Sofon took only a few months. I had expected that we would need far more time, but my expectations were definitely proved wrong. All the Sofon-users in our company are very pleased with the ease of use the system offers. Since the introduction of Sofon we have the years of customer history visible at a glance. We also have a link to and synchronization of our e-marketing package, we have the possibility to manage our opportunities and our management reports are available, thanks to Sofon. Pros Quick implementation (only a few months) Ease of use the system Customer history visible at a glance Link to and synchronization of our e-marketing package 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. R- Robert - Philips Healthcare ### "Most poorly designed software I have ever used…" 1.0 Overall Rating 1.0 1.0 Ease of Use 0.0 0.0 Features 0.0 0.0 Customer Service 0.0 0.0 Likelihood to Recommend 0/10 April 5, 2013 I use SOFON as an end user. There is NO possible way to overstate how VERY bad this product is. It is counter-intuitive, buggy, and designed in such a way as to require massive amounts of additional unneeded keystrokes ans rework. Run the other direction. Pros None Cons Far too many to list, see above. 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. [View all Reviews](https://www.capterra.com/p/95668/Sofon-Guided-Selling/reviews/) ## 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.