Cone vs Tacton CPQ

Cone combines proposals, billing, payments, and practice management in one platform for professional service businesses. Users can create branded web proposals with customizable sections, engagement tracking, electronic signatures, and multiple pricing packages. Proposals can generate invoices, while recurring billing and payment collection can be automated. Practice-management tools cover projects, tasks, templates, client requests, time tracking, and document management. A client portal supports chat, file uploads, forms, and document signing. Listed integrations include QuickBooks Online, Xero, Zoho Books, Stripe, and GoCardless; Growth also lists Zapier and email among advanced integrations. Cone provides analytics, reporting, custom branding, and client activity tracking. It is available on web, Android, and iOS, with white-labelled mobile apps for client portals. Cone states SOC 2 Type 1 and GDPR compliance and advertises free migration support. There is a 14-day trial but no free plan.

Tacton CPQ is cloud-based configure-price-quote software for manufacturers selling complex products and capital equipment. Its configurator handles complex product choices and options for upselling. The pricing engine calculates prices and margins for one-time, recurring, or usage-based charges. It produces branded quotes, technical specifications, certifications, and other documents. Product and pricing experts define logic and data in a drag-and-drop administration interface using no-code or low-code tools. Visual Configuration creates real-time 3D and AR views as choices change, while CAD Automation creates 2D and 3D CAD drawings with one click. Tacton describes hundreds of pre-built connectors and open REST APIs, naming Salesforce, Microsoft Dynamics 365, SAP, Oracle NetSuite, IFS, and Power BI. The service is available through web and API access. Tacton says it conducts regular penetration testing and maintains ISO 27001 and SOC 2 certifications. Pricing is available on request.