Configure to WIN

Overview

Commercial teams can manage pricing, calculation, validation and approval logic for quotes in one configurable layer. The maker names MSPs, IT resellers, distributors and manufacturers as target markets, where consistent quote rules can matter across products and deals. Configure to WIN is not positioned as a CRM, ERP, CAD, engineering configuration, contract lifecycle management or e-signature replacement, so buyers should expect to fit it into an existing stack.

Key features

Calculations and approvals

Product- and quote-level measures and formulas use commercial data to calculate outcomes such as margins and percentages. Rules can route quotes for approval, rejection, blocking or manual review. This gives commercial teams control over quote policy, while approval-group limits matter for organizations with multiple review paths: Free and Professional each allow one group, and only Business includes unlimited groups.

Versioning and documents

Teams can validate a new measure version with test quotes before publishing it, and historical quotes stay tied to the calculation version that produced their outcomes. That is useful when teams need to preserve the basis for earlier quote decisions while changing current logic. Business administrators can also create reusable PDF templates with editable sections and quote data; document generation is excluded from Free and Professional.

API and integrations

The developer documentation describes an API for evaluating external quote data against configured calculations and approval rules. The pricing tiers distinguish integrations on Business from advanced integrations on Enterprise, while Free and Professional exclude integrations. That makes the lower tiers less suitable when connecting quote logic to other systems is a requirement; the API's described evaluation role is a specific integration path, not a claim that the product replaces CRM or ERP.

Pricing

The pricing model is freemium, with a free plan and paid plans. The pricing note says paid plans start at €41.58/user/mo, while the plan prices below are also shown in USD per month or, for annual billing, in euros.

Plan	Price and inclusions	Trade-off
Free	0.00 USD per free. Up to 2 users and 1 approval group; unlimited products, price lists, measures, approval rules and quotes.	No approval submission, document generation or integrations. It can accommodate quote-logic work, but not a live approval or document workflow.
Professional	499.00 USD per month billed or €4,990 / year 2 months free. Up to 10 users and 1 approval group; unlimited products, price lists, measures, approval rules and quotes.	Still excludes integrations and multi-group approval governance. It suits teams that need to submit approvals and generate documents without multiple approval groups or integrations, but those constraints can quickly rule it out for broader operations.
Business	1249.00 USD per month billed or €12,490 / year 2 months free. Unlimited users with no seat fees, and unlimited approval groups, products, price lists, measures, approval rules and quotes.	The tier for teams needing scale in users and approval governance, plus integrations. It carries a substantially higher monthly price than Professional.
Enterprise	Custom pricing. Multiple organizations or entities, multi-country or multi-business-unit setups, enterprise security and compliance requirements, SSO-ready architecture, advanced integrations and dedicated support.	For organizational complexity and requirements beyond the standard tiers; the listed capabilities do not include a public price.

The principal step-up is not quote volume or product count: all three lower tiers include unlimited quotes and measures. It is the ability to run approvals, generate documents, add users and groups, and connect integrations. Free is a constrained way to develop quote logic; Professional removes key workflow restrictions but caps both users and approval groups; Business removes those caps and adds integrations. Enterprise is the fit for multiple entities or advanced security and support needs.

Platforms

Configure to WIN is available on web and through an API, and deployment is cloud. The API supports evaluating external quote data against configured calculations and approval rules.

Who it's for

Choose it when commercial teams need to govern complex B2B quote calculations and review paths without replacing their core business systems. MSPs, IT resellers, distributors and manufacturers are the named markets. It is a weaker fit for buyers seeking a combined CRM, ERP, engineering configuration, contract or e-signature platform, or for teams that need integrations on a lower tier.

Pros and cons

• Pros: Unlimited products, measures and quotes on Free, Professional and Business let teams define substantial quote logic without a quote-count ceiling.
• Pros: Testable measure versions and historical quote-version links help teams change calculations while retaining the logic behind past outcomes.
• Pros: Business removes user and approval-group limits and includes integrations, addressing two constraints that bind the lower paid tier.
• Cons: Free cannot submit approvals or generate documents, limiting it to quote-logic work rather than an operational quote workflow.
• Cons: Professional remains capped at 10 users and one approval group, and excludes integrations, which can be restrictive for growing or connected teams.
• Cons: The product does not aim to replace CRM, ERP, CAD, engineering configuration, CLM or e-signature, so buyers need other systems for those jobs.

Alternatives

Configure Price Quote Software is the broader category list for comparing CPQ options. Consider Epicor Kinetic if you want to choose a platform core, cloud package, concurrent-user licenses and industry bundles, with Android, iOS, web, Windows, API and self-hosted platforms. Vendavo CPQ is another paid API and web option, with a demo request and no public price or plan limits stated. Cincom CPQ offers API, web and self-hosted platforms with quote-based pricing. Nue is a paid API and web platform with sales-directed pricing. PROS Configure Price Quote is another paid API and web option with sales-directed pricing. Zilliant CPQ is enterprise quoting software with pricing provided by a representative. camos CPQ 365 offers cloud or on-premise deployment, with costs varying by company size, user count and desired functions. Conga CLM is a paid option for buyers considering a contract lifecycle management platform rather than a quote-control tool.

Verdict

Configure to WIN is a strong fit for B2B commercial teams that need configurable quote calculations, approvals and document output while keeping CRM and ERP in place. Its standout value is controlled quote logic with version history and scalable approval groups on Business. Look elsewhere if your priority is an all-in-one commercial system, or if the user, approval-group and integration limits of the lower tiers do not fit your workflow.