Configure to WIN is cloud CPQ software for B2B commercial teams managing complex quotes. Teams can create product- and quote-level measures and formulas from commercial data to calculate values such as margins and percentages. Configured rules can route quotes for approval, rejection, blocking or manual review through approval groups and workflows. Teams can test a new measure version with test quotes before publishing; historical quotes remain tied to the calculation version that produced their outcomes. Business administrators can build reusable PDF templates with editable sections and quote data. The product is available on the web and through an API. Developer documentation describes using the API to evaluate external quote data against configured calculations and approval rules. The maker identifies MSPs, IT resellers, distributors and manufacturing among its markets. Configure to WIN focuses on commercial quote control rather than replacing CRM, ERP, CAD, engineering configuration, CLM or e-signature platforms. Free includes up to two users, one approval group, and no approval submission, document generation or integrations.
Who it is for
It suits B2B commercial teams in markets such as MSPs, IT resellers, distribution and manufacturing that need configurable quote calculations and approval rules. Teams needing CRM, ERP, CAD or contract-signature functions should note the product's stated boundary.
What is good
- Builds quote measures and formulas from commercial data.
- Routes quotes for approval, rejection or review.
- Historical quotes retain their calculation version.
- Business administrators can create reusable PDF templates.
- Offers web access and an API.
What to know first
- Free allows up to two users.
- Free has no approval submission.
- Free has no document generation or integrations.
- Professional excludes integrations.
Verdict
Configure to WIN concentrates on commercial quote control, with configurable calculations, approval routing and version-linked quote history. Consider the free plan's missing approval submission, document generation and integrations when evaluating what your team needs.
Configure to WIN plans and pricing
All plansCompared on configure price quote software
- Free plan
- Yes
- Pricing rules
- Yes
- Approval workflows
- Yes
- Contract generation
- No
- Deployment options
- cloud
