Configure to WIN

Configure to WIN is cloud CPQ software for B2B teams with complex commercial quotes. It is best suited to organizations that need governed calculations and approval workflows, not a replacement for their CRM, ERP or engineering systems. Its free tier can help teams define quote logic, but it cannot submit approvals or generate documents.

Overview

The product centers on quote pricing, validation and control, with commercial teams managing the rules. That focus suits MSPs, IT resellers, distributors and manufacturers where quote outcomes need consistent calculations and review. It is not an all-in-one sales or product configuration system: the maker positions it outside CRM, ERP, CAD, engineering configuration, contract lifecycle management and e-signature.

Key features

Calculations and approvals

Teams can create product- and quote-level measures and formulas from commercial data, including calculations for margins and percentages. Rules can route quotes to approval, rejection, blocking or manual review, with approval groups and workflows. This gives commercial teams control over quote policy, though the one-group limits on Free and Professional constrain organizations with multiple approval paths.

Versioning and documents

Teams can test a new measure version against quotes before publishing it, while historical quotes retain the calculation version that produced their outcomes. That separation helps preserve context when pricing logic changes. Business administrators can also create reusable PDF templates with editable sections and quote data; document generation is excluded from Free.

Integrations and security

The API can evaluate external quote data against configured calculations and approval rules. Integrations are listed for Business, with advanced integrations for Enterprise; Free and Professional exclude integrations. The described security measures include role-based organization access, tenant separation, encryption in transit, security logging and backups. Personal data may be processed in the EEA and, where necessary, elsewhere.

Pricing

Configure to WIN uses a freemium model. The Free plan costs nothing and supports up to 2 users and 1 approval group, with unlimited products, price lists, measures, approval rules and quotes. It excludes approval submission, document generation and integrations, so it is for exploring or configuring quote logic rather than operating a complete approval workflow.

Professional costs $499 a month billed, or €4,990 / year with 2 months free. It raises the cap to 10 users while retaining 1 approval group and unlimited products, price lists, measures, rules and quotes. It still excludes integrations and multi-group approval governance, making it a fit for smaller teams that can work within a single approval group.

Business costs $1,249 a month billed, or €12,490 / year with 2 months free. It includes unlimited users with no seat fees, plus unlimited approval groups, products, price lists, measures, rules and quotes. This is the clearest fit for teams needing broader approval governance or growth beyond Professional’s seat cap.

Enterprise has custom pricing and is aimed at multiple organizations or entities, multi-country or multi-business-unit setups, enterprise security and compliance requirements, SSO-ready architecture, advanced integrations and dedicated support. Support may be provided through email, in-product support, documentation or other channels, and support levels may depend on the plan.

Platforms

Configure to WIN is available on the web and through an API. Deployment is cloud-based.

Who it's for

Choose it when commercial teams need configurable quote calculations, controlled approvals and version-aware outcomes without replacing surrounding business systems. It is less suitable as a standalone system for teams seeking contract generation, e-signatures, CRM, ERP or engineering configuration.

Pros and cons

• Pros: Unlimited products, measures, rules and quotes on every tier make the free and Professional plans useful for building substantial quote logic within their workflow limits.
• Pros: Testable calculation versions and historical quote linkage help teams preserve the reasoning behind past quote outcomes.
• Pros: Business removes user-seat fees and adds unlimited approval groups, supporting larger teams and more complex governance.
• Cons: Free cannot submit approvals or generate documents, limiting it to quote logic exploration rather than a functioning approval process.
• Cons: Free and Professional have no integrations, and Professional remains capped at one approval group and 10 users.
• Cons: Document generation is available as PDF templates, but the product does not claim contract generation or e-signature.

Alternatives

Configure Price Quote Software is a useful starting point for comparing the wider CPQ category. Consider Agentforce Vibes if its Salesforce Foundations inclusion or credit-based Flex Credits plan better fits your needs. Epicor Kinetic offers platform core, cloud package, concurrent user licenses and industry bundles. camos CPQ 365 offers cloud or on-premise deployment with costs varying by company size, users and desired functions. Vendavo CPQ is another paid option with a demo request. Cincom CPQ uses quote-based pricing. Configure One invites buyers to request a demo and contact it for pricing. encoway CPQ offers CPQ Studio, CPQ Sales and CPQ Showroom. Experlogix CPQ offers a demo request and a free trial.

Verdict

Configure to WIN is a strong fit for commercial teams that want to control quote calculations and approvals while keeping their existing core business systems. Its plan structure makes the trade-off clear: Free is constrained to configuration, Professional suits a small single-group workflow, and Business is the practical step up for unlimited users and approval groups. Look elsewhere if you need contract generation, e-signature or a broader CRM, ERP or engineering platform.