Configure to WIN

Configure to WIN is cloud CPQ software for commercial teams managing complex B2B quotes. It is strongest when pricing rules and approvals need to be governed by the people responsible for commercial policy; its free tier can model quote logic, but cannot submit approvals or produce documents.

Overview

The product focuses on calculating, validating and controlling quotes rather than managing the broader sales or product lifecycle. Commercial teams can define the logic behind quote outcomes and how exceptions are handled, a focused approach that can suit MSPs, IT resellers, distributors and manufacturers. It is not positioned as a replacement for CRM, ERP, CAD, engineering configuration, contract lifecycle management or e-signature software, so organizations needing those functions will need other systems alongside it.

Key features

Calculations and approval rules

Product- and quote-level measures and formulas use commercial data to calculate outcomes such as margins and percentages. Rules can send quotes for approval, rejection, blocking or manual review, using approval groups and workflows. This makes the software relevant when pricing policy should be applied consistently in the quote process, rather than left to informal checks. The number of approval groups is a meaningful constraint on lower plans: Free and Professional each allow one.

Versioning and documents

Teams can test a new measure version with quotes before publishing it, while existing quotes stay tied to the calculation version that produced their results. That history helps preserve the context of earlier quotes as commercial logic changes. Business administrators can also build reusable PDF templates with editable sections and quote data, although document generation is absent from Free and Professional.

Integrations and security

The API can evaluate external quote data against configured calculations and approval rules, which gives technical teams a route to connect quote logic with other systems. Integrations are reserved for Business and advanced integrations for Enterprise; Free and Professional exclude them. The DPA describes role-based organization access, tenant separation, encryption in transit, security logging and backup procedures. The privacy policy says personal data may be processed in the EEA and, where necessary, elsewhere.

Pricing

Configure to WIN has a free plan and paid plans starting at €41.58/user/mo. The published plan details use USD monthly amounts or annual euro billing, so compare the stated term and currency when budgeting.

Plan	Price	What it means
Free	free	Up to 2 users and 1 approval group. Products, price lists, measures, approval rules and quotes are unlimited, but approval submission, document generation and integrations are excluded. It is useful for defining or exploring quote logic, not operating a complete approval and document workflow.
Professional	$499 a month billed, or €4,990 / year 2 months free	Up to 10 users and 1 approval group, with unlimited products, price lists, measures, approval rules and quotes. It still excludes integrations and multi-group approval governance, limiting its fit for teams with multiple approval paths or a need to connect systems.
Business	$1,249 a month billed, or €12,490 / year 2 months free	Unlimited users with no seat fees, plus unlimited approval groups, products, price lists, measures, approval rules and quotes. This is the first plan suited to organizations needing multiple approval groups and integrations.
Enterprise	Custom pricing	For multiple organizations or entities, multi-country or multi-business-unit setups, enterprise security and compliance requirements, SSO-ready architecture, advanced integrations and dedicated support.

Free and Professional preserve unlimited quote and calculation capacity, but their practical limits are governance and workflow: Free cannot submit approvals or generate documents, and neither plan includes integrations. The terms say support may come through email, in-product support, documentation or other available channels, with levels depending on plan. No trial term is stated.

Platforms

Configure to WIN is available on the web and through an API, with cloud deployment. The API is useful for evaluating external quote data against configured rules, but it does not remove the plan-based restriction on integrations.

Who it's for

This is a good fit for B2B commercial teams that need to standardize complex quote calculations and control how exceptions move through review. MSPs, IT resellers, distributors and manufacturers are among the markets it targets. It is a weaker fit for teams seeking a single system for CRM, ERP, engineering configuration, contracts or signatures, or for smaller teams that need approvals and PDF output without paying for a higher tier.

Pros and cons

Pros

• Unlimited products, measures, rules and quotes even on Free, so teams can work through substantial quote logic before adding seats or governance capacity.
• Version-aware quote history preserves which calculation version produced past outcomes, helping teams retain context after rule changes.
• Business removes seat fees and permits unlimited approval groups, addressing two important scaling constraints in the lower tiers.

Cons

• Free cannot submit approvals or generate documents, making it a limited operational option despite its unlimited quote and rule counts.
• Professional remains capped at one approval group and has no integrations, so growing teams may need Business for core workflow needs.
• The product is deliberately limited to commercial quote control and does not replace CRM, ERP, CAD, engineering configuration, CLM or e-signature platforms.

Alternatives

For a broader shortlist, see Configure Price Quote Software.

• Agentforce Vibes is an alternative with a free Salesforce Foundations inclusion and a Flex Credits plan at $500 a month for 100,000 credits.
• Epicor Kinetic is worth considering when platform choice, cloud packaging, concurrent user licensing or industry bundles are central to the buying decision.
• camos CPQ 365 offers cloud or on-premise deployment with custom pricing that varies by company size, users and desired functions.
• Oracle CPQ is a paid alternative with a 25-user minimum and an initial minimum three-year contract term.
• Vendavo CPQ is another paid CPQ option.
• Conga CLM is a paid contract lifecycle management alternative.
• Epicor CPQ is another option to compare.
• Cincom CPQ uses quote-based pricing.

Verdict

Configure to WIN is best for B2B commercial teams that need configurable quote calculations, approval control and historical context when calculation rules change. Its focused scope and unlimited quote logic are compelling, but Free and Professional trade away operational capabilities or integration and governance headroom. Choose it when quote control is the problem to solve; look elsewhere if the requirement is a wider business system or a lower-tier plan with approvals, documents and integrations.