Tacton vs Infor CPQ

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Our analysts compared Tacton vs Infor CPQ based on data from our 400+ point analysis of CPQ Software, user reviews and our own crowdsourced data from our free software selection platform.

Tacton Software Tool

Product Basics

Tacton is an automated solution that boosts and accelerates sales with quick quote generation, extensive brand-centric proposals and streamlined operational tasks. It configures offerings for sales reps and customers according to specific requirements, reducing sales cycles and ensuring high win rates. Design automation minimizes errors and reduces time spent on repetitive modeling when generating documents, drawings and 3D CAD models. Users can leverage integrations with CRMs and ERPs for smoother workflows.
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Infor CPQ is a rules-based cloud configuration software that optimizes complex sales cycles with visualization, collaboration and integration. An intuitive configuration engine and knowledge base of predefined rules help users generate a single-integrated quote and view configuration-specific price lists.

Pricing views enable sales reps to view profits, meet margins and upsell. 2D drawings, 3D models and automated manufacturing information show products configured to customer specifications and validate visualizations. Users can also access pre-built APIs to integrate with cloud and on-site applications.

To explore other popular solutions that Infor offers, visit our Infor company page.

Pros
  • Easy to use interface
  • Strong product configurator
  • Visually appealing quotes
  • Streamlined approval process
  • Good integration options
Cons
  • Limited reporting capabilities
  • Steep learning curve for advanced features
  • Can be slow on complex configurations
  • Customization options require coding
  • High cost compared to some competitors
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Product Assistance

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Product Insights

  • Reduced Errors: Rules-based product configuration ensures accuracy and consistency, minimizing costly errors in orders, manufacturing, and delivery.
  • Faster Sales Cycles: Automated configuration and quoting processes accelerate sales cycles, enabling businesses to respond to customer inquiries and generate quotes quickly.
  • Improved Customer Experience: Customers benefit from a streamlined and efficient sales process, receiving accurate quotes and product configurations that meet their specific needs.
  • Increased Sales: By simplifying the sales process and providing accurate product information, Tacton helps businesses increase sales and revenue.
  • Enhanced Efficiency: Automating complex configuration tasks frees up valuable time for sales and engineering teams, allowing them to focus on other important activities.
  • Reduced Costs: Tacton helps businesses reduce costs associated with errors, rework, and inefficient processes.
  • Improved Collaboration: The software facilitates collaboration between sales, engineering, and manufacturing teams, ensuring everyone is working with the same information.
  • Greater Agility: Tacton enables businesses to respond quickly to changing market conditions and customer demands.
  • Data-Driven Insights: The software provides valuable data and insights that can be used to improve product offerings, sales processes, and overall business performance.
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  • Simplify Product Configuration: Create new product offerings using a dynamic, visually interactive configuration engine, built-in logic and rules and 3D CAD generation. Enable customers to configure complex products with unique permutations, determine selling price and generate professional bid packages. 
  • Increase Upselling: Add high-margin accessories and features to quotes using intuitive suggestions. View projected profit margins so sales reps can identify add-ons to meet profit objectives and customer needs. 
  • Streamline Sales Cycles: Decrease interdepartmental dependence by making it easy for users to quote add-ons, products and services. Automate quote and order generation, manufacturing instructions and CAD drawings to optimize quote-to-order fulfillment. Utilize in-built pricing and engineering approval workflows. 
  • Automate CAD Generation: Improve client visualization by creating 2D and 3D CAD drawings, interactive 3D models and an augmented reality experience using an intuitive engine. Define built-in logic and rules allowing customers to generate custom visualizations. 
  • Enhance Integrations and Extensibility: Access out-of-the-box integrations with PaaS and API access for Infor, Salesforce and Microsoft Dynamics and service-level integration with dozens of other applications. Export and import data in PDF, CSV or Excel formats. Customize processes and interfaces with coding and optional development tools. 
  • Improve Manufacturing Execution Processes: Create manufacturing instructions like bills of materials and routings automatically from orders. Store these instructions along with the fulfillment process with ERP integration. Avoid mistakes on the shop floor by generating clear 2D drawings and 3D models of final products. 
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  • Pricing Support: Set advanced pricing models with price lists and multiple currencies. Provides time-based service subscriptions. 
  • Quoting: Create proposals, offers, product sheets and user guides in Word, Excel and PDF. 
  • CAD Automation: Auto-generate 2D and 3D CAD drawings for customized product variants. 
    •  Automatically update 3D CAD models after every change. 
    •  Preview multiple results in the CPQ-front end. 
    •  Create CAD documents with a single click. 
    •  Supports formats like STEP, PDF, JPEG and Engineering BOM. 
    •  Provides add-in for Product Model connection with CAD assembly within the system. 
    •  Offers add-ins for Autodesk inventor, PTC Creo and SolidWorks. 
    •  Map drawing without macros, tables or coding. 
    •  Test individual mappings or entire configurations. 
    •  Manage and store CAD documents in the cloud. 
  • Product Configuration: Delivers error-free, constraint-based configurations for complex items and high user loads. 
  • Visual Configuration: Showcase product portfolios through visual configuration and augmented reality. 
    •  Customers can create personalized products or collaborate with sales reps. 
    •  Configure layouts through the drag-and-drop module. 
    •  Facilitates bi-directional communication in real time. 
    •  Configure parametrically by using spatial rules. 
    •  Enables 3D visualizations according to linear and HDR pipeline, dynamic lights, shadow effects and Physical Based Rendering. 
    •  Supports live linking to vendor CPQ sessions via mobile app for iOS. 
    •  Navigate faster through viewpoints. 
    •  Integrate images in quotes. 
    •  Include post-effects like SSAO, Bloom and temporal anti-aliasing. 
    •  Supports browser plug-ins with WebGL. 
    •  Provides a specialized C and M environment complying with exchange file formats like FBX, OBJ, JPG, HDR, PNG. 
  • Integrations: Use open API to integrate with Salesforce, SAP CRM and ECC, Microsoft Dynamics, Enovia PLM, and e-commerce platforms. 
  • Analytics: Uncover product, business and margin insights through the integrated analytical module. Gain an overview of bill of materials information, client needs, quote versions and sales cycles. Design region-, customer- and market-specific configurations, and reduce portfolio junk. 
  • Omnichannel Sales: Deliver a uniform, personalized buying experience across direct, reseller and online channels. Provides guided selling, online configurations, customer self-service and multi-lingual support options. 
  • Design Automation: Automatically generate configuration-specific 2D and 3D models within the CAD module through integrated design automation. Customize and update products with customer-centric add ons and intuitive rules. Available for Solidworks, AutoDesk, PTC Creo and Inventor.  
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  • 2D and 3D Visualization: Create interactive 2D CAD drawings, 3D models and augmented reality experiences for complex products. Display product options and finished product models for potential customers. 
  • Integration: Use API access and service-level integrations to optimize key sales points, order documentation and configuration processes. Sync the program to Oracle, Salesforce and Microsoft Dynamics for support in every process phase. 
  • Price Management: Price configured products using an engine powered by in-built rules, models and logic. Define and maintain multiple price lists and pricing models. Add discounts, view margins and mark-ups and calculate tax rates for quotes or order summaries. 
  • Quote Management: Streamline quote creation using customizable templates, auto-population and “favorite” quote lists. Consolidate input from multiple users with merged changes using the quote collaboration feature. Email quotes from the system, make quote line level price adjustments and view quote status. 
  • Dashboards and Reporting: Create custom reports from scratch or modify pre-defined sample reports. Enhance data readability by visualizing custom, interactive charts. Access information and view KPIs easily from a customizable dashboard with multiple standard views and drill-down capabilities for every view. 
  • Order Generation: Save time by converting price quotes to orders and using orders to automate manufacturing information like dynamic bills of materials and kitted packing instructions. 
  • Collaboration Tools:  Send price quotes through selling channels to invite collaboration. Ensure projects stay on track with automated internal workflows for pricing and engineering. 
  • AI Insights: Make better decisions with assistance from Infor Coleman AI on product configuration suggestions, pricing recommendations, discount guidance, automated cross-selling and quote performance analysis. 

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Product Ranking

#28

among all
CPQ Software

#33

among all
CPQ Software

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Analyst Rating Summary

72
81
17
60
50
51
60
100
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Platform Capabilities and Security
Price Management
Mobile Capabilities
Dashboard and Reporting
Mobile Capabilities
Platform Capabilities and Security
Quote Management
Product Configurator and Catalog Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Tacton
Infor CPQ
+ Add Product + Add Product
AI-Based Capabilities Contract Management Dashboard And Reporting Mobile Capabilities Platform Capabilities And Security Price Management Product Configurator And Catalog Management Quote Management 17 50 60 86 92 89 65 74 60 51 100 100 90 82 86 87 0 25 50 75 100
17%
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83%
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45%
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55%
36%
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64%
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83%
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17%
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92%
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8%
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85%
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15%
77%
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23%
59%
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41%
88%
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12%
68%
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32%
84%
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16%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

73%
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27%
64%
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36%

User Sentiment Summary

Great User Sentiment 72 reviews
Excellent User Sentiment 81 reviews
87%
of users recommend this product

Tacton has a 'great' User Satisfaction Rating of 87% when considering 72 user reviews from 4 recognized software review sites.

94%
of users recommend this product

Infor CPQ has a 'excellent' User Satisfaction Rating of 94% when considering 81 user reviews from 4 recognized software review sites.

4.4 (37)
4.4 (12)
4.3 (12)
4.0 (4)
4.4 (21)
4.8 (62)
3.0 (2)
4.3 (3)

Awards

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SelectHub research analysts have evaluated Infor CPQ and concluded it earns best-in-class honors for Dashboard and Reporting and Mobile Capabilities. Infor CPQ stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Dashboard and Reporting Award
Mobile Capabilities Award

Synopsis of User Ratings and Reviews

Guided Selling: Instead of sifting through endless product options, users appreciate Tacton's ability to guide them towards the right solution by asking relevant questions and narrowing down choices based on their specific needs.
Visual Configuration: The platform's visual product configurator allows users to see their customized products come to life in real-time, providing a clear understanding of what they're getting and reducing the risk of errors or misunderstandings.
Streamlined Quoting: Generating quotes and proposals is a breeze with Tacton, as it automates calculations, ensures accuracy, and allows for easy customization to meet individual customer requirements.
Integration Capabilities: Tacton seamlessly integrates with existing CRM and ERP systems, eliminating the need for manual data entry and ensuring data consistency across platforms.
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Increased Sales Efficiency: Streamlined quoting process with pre-configured products, pricing rules, and guided selling.
Improved Accuracy: Reduced errors with automated calculations, validations, and consistency checks.
Enhanced Collaboration: Real-time visibility and information sharing between sales, product, and finance teams.
Configurable Rules and Approvals: Flexible workflows and custom logic to meet specific business requirements.
Detailed Reporting and Analytics: Data-driven insights into quoting activity, win rates, and pricing effectiveness.
Mobile Accessibility: Access quotes and configure products on the go with mobile app (if available).
Integration with CRM and ERP Systems: Seamless data exchange with existing business software (if applicable).
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Steep Learning Curve: Users report that Tacton can be challenging to learn due to its complex configuration options and extensive feature set. The initial setup and ongoing maintenance often require specialized knowledge or external consultants, which can be a barrier for smaller businesses or those with limited IT resources.
Customization Challenges: While Tacton offers a high degree of customization, some users find the process to be cumbersome and time-consuming. Adapting the platform to specific business requirements may involve intricate configurations and coding, potentially leading to delays and increased implementation costs.
Integration Complexity: Integrating Tacton with existing CRM, ERP, or other enterprise systems can pose challenges due to the platform's intricate data structures and APIs. Ensuring seamless data flow and process synchronization between different systems may require significant technical expertise and ongoing maintenance.
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Clunky User Interface: Users report an outdated and complex interface that hinders navigation and slows down workflows.
Steep Learning Curve: New users struggle to grasp the software's intricacies, requiring significant training and impacting productivity.
Limited Reporting Features: Users lack in-depth reporting capabilities, making it difficult to analyze sales data and identify improvement areas.
Inconsistent Customer Support: Reviews mention instances of slow response times and unhelpful interactions with customer support.
Customization Challenges: Adapting the software to specific needs can be complex, requiring advanced technical expertise.
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Tacton has garnered positive feedback for its ability to handle complex product configurations and pricing rules, particularly in industries like manufacturing and engineering. Users appreciate the platform's flexibility and customization options, allowing them to tailor it to their specific needs. The ability to create and manage complex pricing models, including discounts, promotions, and bundles, is a significant advantage. Tacton's integration capabilities with other enterprise systems, such as CRM and ERP, streamline data flow and improve efficiency. Some users have noted that the initial setup and configuration process can be intricate, requiring careful planning and potentially additional support. Compared to similar products, Tacton stands out for its robust configuration engine and ability to handle intricate product structures. Its strength lies in managing complex pricing rules and calculations, making it suitable for businesses with diverse product offerings and pricing strategies. While some users find the interface less intuitive than competitors, they acknowledge the platform's power and flexibility once mastered. Tacton's focus on configuration and pricing makes it ideal for companies with complex products and pricing models, particularly in industries like manufacturing, engineering, and high-tech. Its ability to streamline sales processes, improve quote accuracy, and reduce errors makes it a valuable tool for businesses seeking to enhance sales efficiency and customer satisfaction.

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Infor CPQ, a configure-price-quote (CPQ) software, garners mixed reviews from recent users. While some praise its powerful quoting capabilities and robust product configuration engine, others criticize its clunky interface and limited reporting features. Strengths: Users laud CPQ's ability to handle complex product configurations with ease, highlighting its vast array of options and rules. They also appreciate its tight integration with other Infor products, streamlining workflows within the Infor ecosystem. For instance, one user notes, "It's a lifesaver for complex quotes with multiple variables. It ensures accuracy and saves us tons of time compared to manual processes." Weaknesses: The primary pain point seems to be the user interface. Many reviewers describe it as outdated, cumbersome, and hindering user adoption. Additionally, the lack of robust reporting capabilities frustrates users who need to analyze sales data and track performance metrics. One user comments, "The interface feels like it's stuck in the past, making it difficult to navigate and find what I need. And the reports are just basic – I need more insights to make informed decisions." Compared to competitors: Users often draw comparisons to Salesforce CPQ, praising its user-friendly interface and comprehensive reporting suite. However, they acknowledge CPQ's edge in handling intricate product configurations. One user says, "Salesforce CPQ is definitely more user-friendly, but it can't handle our complex products as well as CPQ. We had to choose between ease of use and functionality." Why these matter: The choice between CPQ and its competitors boils down to priorities. If your products are intricate and require powerful configuration capabilities, CPQ might be worth the steeper learning curve. But if a user-friendly interface and robust reporting are crucial, other options might be more suitable. Ultimately, understanding your specific needs and carefully considering user feedback is key to selecting the right CPQ software for your business.

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