Configure to WIN

Configure to WIN is cloud CPQ software for B2B teams managing complex commercial quotes. It is best suited to teams that need to govern pricing and approvals without replacing their existing business systems. Its free plan covers quote logic, but lacks approval submission and document generation.

Overview

The product gives commercial teams tools to define quote calculations, validate outcomes and control exceptions. That focus fits markets such as MSPs, IT resellers, distributors and manufacturing, where consistent pricing rules and review matter. It is not intended to replace CRM, ERP, CAD, engineering configuration, contract lifecycle management or e-signature software; buyers needing those functions will need other systems alongside it.

Configure to WIN runs in the cloud and is available on web and through an API. Its API can evaluate external quote data against configured calculations and approval rules, a useful route for teams connecting quote controls to other systems. Integrations are reserved for Business and advanced integrations for Enterprise, however, so the API does not erase the lower plans' integration limits.

Key features

Calculations and approval control

Teams can create product- and quote-level measures and formulas from commercial data, including margin and percentage calculations. Rules can route quotes for approval, rejection, blocking or manual review. This makes the software relevant where quoting policy should be enforced in the workflow rather than handled ad hoc. Approval groups are the practical constraint: Free and Professional each allow one, while Business removes that ceiling.

Versioning and documents

Teams can test a new measure version against quotes before publishing it, and historical quotes stay tied to the version that generated their outcomes. That is valuable when pricing rules change and teams need to retain the context behind earlier quotes. Business administrators can also build reusable PDF templates with editable sections and quote data, but document generation is absent from Free.

Security and support

The DPA describes role-based organization access, tenant separation, encryption in transit, security logging and backup procedures. Personal data may be processed in the EEA and, where necessary, elsewhere. Support can come through email, in-product channels, documentation or other available routes, with service levels dependent on plan; buyers should account for that variability when selecting a tier.

Pricing

Configure to WIN uses a freemium model. The Free plan costs nothing and supports up to 2 users and 1 approval group. It allows unlimited products, price lists, measures, approval rules and quotes, making it broad for configuring quote logic, but it cannot submit approvals, generate documents or use integrations. It is a poor fit for a team that needs to run a complete approval process.

Professional costs $499 a month, billed, or €4,990 / year with 2 months free. It raises the user cap to 10 but keeps the single approval group and excludes integrations and multi-group approval governance. The plan retains unlimited products, price lists, measures, approval rules and quotes, so it fits a small team that can operate within one approval group and does not require integrations. For larger teams or layered review, those limits are material.

Business costs $1,249 a month, billed, or €12,490 / year with 2 months free. It includes unlimited users with no seat fees, unlimited approval groups and unlimited products, price lists, measures, approval rules and quotes. It is the clearer fit when seat growth or multiple approval paths would constrain Professional; integrations are also listed at this tier.

Enterprise has custom pricing. It 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. Those requirements distinguish it from the lower tiers, but buyers will need a quote to assess cost.

Platforms

The product is cloud-deployed, with web access and an API. It is not presented as a self-hosted option.

Who it's for

Configure to WIN is a sensible shortlist choice for B2B commercial teams in MSP, IT reseller, distribution and manufacturing settings that need configurable quote calculations and approval controls. Free suits exploration or limited quote configuration; Professional suits a small team with one approval group; Business better fits broader governance or uncapped seats. Look elsewhere or plan for companion software if the requirement is CRM, ERP, engineering configuration, contracts or e-signature.

Pros and cons

Pros: Unlimited products, measures, rules and quotes on Free and Professional let teams configure substantial quote logic before moving to a higher tier.

Pros: Version testing and quote history preserve the calculation context behind published and past outcomes.

Pros: Business removes both seat fees and approval-group limits, which matters as teams and review paths grow.

Cons: Free cannot submit approvals or generate documents, limiting it to configuration rather than a full quote workflow.

Cons: Free and Professional allow only one approval group, and neither includes integrations.

Cons: Enterprise has custom pricing, so organizations with its advanced needs cannot compare a published price.

Alternatives

Choose Configure Price Quote Software to compare the broader CPQ category.

Consider Oracle CPQ if its stated monthly billing and minimum 25-user, three-year initial contract terms suit your organization; it has no free plan.

Kugamon may suit buyers seeking a CPQ-only Quotes & Orders plan, though its stated terms include a 10-user minimum and 12-month term. For a cloud or on-premise option with individual-quote pricing, consider camos CPQ 365; costs vary by company size, users and desired functions.

Conga CLM is another paid option. Experlogix CPQ offers a demo request, while Vendavo CPQ invites buyers to request a demo.

Verdict

Choose Configure to WIN if your commercial team needs governed quote calculations, version-aware history and configurable approval rules, and can select a plan that matches its approval-group and integration needs. Its strongest case is focused control over complex B2B quotes; look elsewhere if you need a replacement for CRM, ERP or engineering systems, or if Free's missing workflow functions and Professional's one-group limit are deal-breakers.