CostPerform vs Pricefx Quoting
CostPerform
costperform.comPricefx Quoting
pricefx.comSide by side
| Figure | CostPerform | Pricefx Quoting |
|---|---|---|
| Price from | $6,666.67/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 6 | 1 |
| Spec score · Profitability Management Software | 9.1 (#1) | 7.6 (#8) |
| Documentation | The knowledge base contains a technical manual covering configurations, requirements and deployment, but access requires support login. | The knowledge base includes guides, how-to articles, reference material, troubleshooting, best practices, Q&A, API reference and release notes. |
| Founded | 2001 | 2011 |
| Integrations | Published integrations include ERP and accounting systems plus Power BI, Tableau and Looker for business intelligence. | Pricefx documents integrations with SAP, Salesforce, Snowflake, OData and REST, plus general ERP, CRM and data-warehouse connections. |
| Limit: learning curve | Gartner reviews say advanced setup needs technical expertise and significant configuration time. | A Gartner review identifies a learning curve and time needed to become proficient. |
| Rating on Capterra | 0.0 out of 5 from 0 reviews. | 4.1 out of 5 from 10 reviews |
| Rating on G2 | 5.0 out of 5 from 1 review; the indexed review praises secure, accurate and fast allocation but mentions manually copying data to Excel and PowerPoint. | 4.4 out of 5 from 133 reviews |
| Rating on Gartner Peer Insights | 4.3 out of 5 from 56 ratings on the vendor page. | 4.1 out of 5 from 16 reviews for Pricefx CPQ Software |
| Rating on GetApp | 0 out of 5 from no reviews. | 4.1 out of 5 from 10 reviews |
| Support | AWS Marketplace says customers receive a dedicated CostPerform expert, support desk and support portal assistance. | The support addendum provides English-speaking remote assistance to designated customer contacts during the subscription, and states a two-hour initial response target for critical Severity Level 1 cases. |
| What it does | CostPerform maps financial data to resources, activities, products, customers and transactions for enterprise cost allocation and profitability analysis. | Pricefx Quoting is a configure-price-quote system for creating profitable custom quotes with deal-margin visibility. |
Plans
CostPerform
- CostPerform Basic$80,000 a year
- CostPerform Cloud & AIPriced on request
- CostPerform CorePrice not published
- CostPerform EnterprisePrice not published
- CostPerform ExpertPrice not published
- CostPerform standard pricingPriced on request
In their own words
CostPerform
CostPerform is financial modeling software that links financial data with operational activities. It helps organizations model cost structures and make decisions from those models. Four predefined costing methods can be used interchangeably for cost allocation. Budgeting, forecasting, scenario planning, and both showback and chargeback are listed capabilities. Teams can simulate future cost and performance scenarios for proposed products or services. Cost models are described as traceable and auditable for regulatory reporting. ETL tools connect accounting software, CRM systems, and spreadsheets through ready-to-use connectors and scheduled data pulls. CostPerform Cloud & AI connects by API to more than 30 AI, cloud, and SaaS providers, including Anthropic, Mistral, Google, AWS, and OpenAI. Reporting and export options, along with multiple data-source options, are listed. It runs through web and API platforms and offers a guided trial without a stated duration or credit card requirement.
Pricefx Quoting
Pricefx Quoting is a cloud CPQ capability for sales, pricing, and finance teams creating custom quotes. It calculates deal pricing with discounts, rebates, freight charges, and other factors, then shows list price, discounts, costs, resulting margin, and floor, target, and stretch guidance before a quote is sent. Rules can route configured quotes for approval according to discount levels, deal size, or margin thresholds. After a deal closes, quote data can flow into ERP systems as price conditions for sales-order creation. Pricefx says the capability can run standalone and handle large deal volumes, configurable quote types, multi-step approvals, and complex scenarios across business units, regions, and channels. Documented integrations include SAP, Salesforce, SAP Cloud for Customer, Snowflake, OData, and REST APIs. Salesforce access is available through Unity, with other listed CRM options including Microsoft Dynamics and SugarCRM. It runs through web and API access, with cloud deployment. Pricing is on request; subscription fees are volume-based and professional services are separate.