Outfindo is the best guided selling software for most online stores that want a ready-made guide, because its Essential plan starts at 99 euros a month, covers 200 SKUs, and includes a free trial, while Zoovu and Tacton suit larger teams with complex catalogs and quote-only pricing. Octane AI is the lowest-cost entry point in this list at 50 dollars a month, with a 14-day free trial, but its Basic plan allows only 2 quizzes and 400 credits. Digioh starts at 500 dollars a month for up to 50,000 monthly site visits, and its price is set from a one-time snapshot of monthly traffic, so it does not rise if your traffic rises after that snapshot.
Guided selling software asks a shopper or a sales rep a short set of questions, then narrows a large catalog to a small set of valid options. An online store needs a quiz or product finder that works on product pages. A manufacturer needs rules that stop invalid combinations, plus pricing and a bill of materials. A SaaS sales team needs playbooks, approvals, and a clean quote. Use the limits in this article to make the choice.
On this page
Best guided selling software: comparison table
Swipe the table sideways on a phone to see every column.
| # | Name | Best for | Starting price | Free plan / trial | Link |
|---|---|---|---|---|---|
| 1 | Outfindo | Online stores that want a ready-made product guide | 99 euros/month | Free trial | Visit |
| 2 | Zoovu | Large brands with complex product catalogs | quote only | No | Visit |
| 3 | Octane AI | Shopify stores that want quiz-based product guides | $50/month | Free trial (14 days) | Visit |
| 4 | Digioh | Ecommerce brands that want quizzes plus identity tools | $500/month | No | Visit |
| 5 | Expivi | Made-to-order manufacturers that sell configurable products | quote only | No | Visit |
| 6 | Tacton CPQ | Manufacturers with complex engineered products | quote only | No | Visit |
| 7 | DealHub | Mid-market SaaS teams that need governed quoting | quote only | No | Visit |
| 8 | Threekit | Manufacturers that want AI-led quoting with 3D views | quote only | No | Visit |
The 8 best best guided selling software tools, in detail
Outfindo
Best for: Online stores that want a ready-made product guide
Outfindo builds a product guide from customer research, then manages product data sourcing, cleaning, and matching behind the guide. The shopper answers questions about needs and use, and the guide returns matched products instead of a long list of filters. The Essential plan costs 99 euros a month and covers 200 SKUs, one product category, one domain, and unlimited conversations.
- The Plus plan costs 599 euros a month and covers 2,000 SKUs.
- That jump matters for a store with more than one category or more than 200 products.
- A free trial is offered, so a store can test the guide flow first.
- Choose Outfindo if you want a managed guide and you can fit inside the SKU and category limits.
Pros
- Ready-made guide based on customer research
- Essential plan covers 200 SKUs and one product category
- Unlimited conversations on Essential
Cons
- Essential covers only one domain and one category
- Plus costs 599 euros a month, a large jump from Essential
Zoovu
Best for: Large brands with complex product catalogs
Zoovu sells a modular platform for product discovery, and guided selling is one part of it. Its pricing page lists Product Data Enrichment, Product Discovery and Configuration, AI Search and Merchandising, and an AI Shopping Assistant, and each module asks the buyer to request pricing. The discovery module includes guided advisors, visual configuration, and real-time bill of materials, compatibility, and pricing logic.
- The trade-off is cost clarity.
- Zoovu does not publish a price, and no free plan is listed, so a buyer must go through a sales discussion to learn the number and the contract term.
- Choose Zoovu if you have a large catalog, a team to manage the guide, and a budget for an enterprise contract.
- Choose a fixed-price tool if you need a number first.
Pros
- Guided advisors plus visual configuration in 2D and 3D
- Product data enrichment and AI search in the same platform
- Modular plans built around a catalog
Cons
- No published price on the pricing page
- No free plan listed, so the cost is clear only after a sales discussion
Octane AI
Best for: Shopify stores that want quiz-based product guides
Octane AI is a quiz platform built for Shopify, and its pricing is based on credits. One credit equals one quiz start. Basic costs 50 dollars a month, or 43 dollars a month when billed yearly, and includes 400 credits.
- Plus costs 200 dollars a month, or 170 dollars a month when billed yearly, and includes 2,200 credits and unlimited quizzes.
- Enterprise starts at 500 dollars a month, or 425 dollars a month when billed yearly, and includes 7,250 or more credits.
- The credit model is the detail to check before you buy.
- A store with steady quiz traffic can use up 400 credits fast, and AI features use extra credits on top of the quiz start.
Pros
- Basic plan costs $50 a month with 400 credits included
- Every plan includes a 14-day free trial
- Klaviyo and Shopify sync on Basic
Cons
- Basic allows only 2 quizzes
- In-quiz AI features use extra credits from 0.04 credits per use
Digioh
Best for: Ecommerce brands that want quizzes plus identity tools
Digioh is a personalization platform for ecommerce brands, and quizzes sit beside pop-ups, identity resolution, and onsite personalization. Its pricing page shows 500 dollars a month for up to 50,000 monthly site visits, billed monthly. The price is based on a one-time snapshot of monthly site traffic, not on seats or campaign usage.
- Digioh states that it does not charge more if traffic rises after that snapshot.
- Annual plans are available at a discount.
- That traffic model is the unique fact to carry into a buying decision.
- A store that grows after the snapshot keeps the same monthly price, which is different from tools that charge by usage or by quiz starts.
Pros
- One monthly price covers quizzes, pop-ups, identity tools, and personalization
- Month-to-month plans with no long-term contract required
- Price is based on a one-time traffic snapshot, not on seats
Cons
- Starting price is $500 a month, ten times the Octane AI entry price
- No free plan is listed on the pricing page
Expivi
Best for: Made-to-order manufacturers that sell configurable products
Expivi is product configuration software for made-to-order manufacturers. Customers, dealers, and sales teams configure a product themselves, and every configuration is validated and turned into a complete bill of materials for the ERP system. The core covers product rules and options, pricing logic by dimension and grade, quotes and orders, and the bill of materials.
- The platform also offers an AI sales agent that answers product questions and offers only valid configurations.
- The homepage does not publish a price, and it points buyers to a demo call where the vendor works out the cost from the catalog, the integrations, and
- It suits a manufacturer whose orders now pass through a person because the rules live in a catalog, a spreadsheet, and one rep’s head.
- Choose Expivi if you sell made-to-order products and you need a bill of materials with each order.
Pros
- Validated configurations produce a bill of materials for the ERP system
- Real-time 3D configuration with pricing logic
- Connects to SAP, Salesforce, Shopify, and Magento
Cons
- No published price on the homepage
- No free plan listed, so the cost is clear only after a demo and a proposal
Tacton CPQ
Best for: Manufacturers with complex engineered products
Tacton CPQ is built for manufacturers that sell highly configurable products. It uses guided selling, dynamic pricing, visual configuration, AI, and constraint-based configuration to help sales teams, partners, and buyers find the right solution without engineering support on every deal. The platform applies pricing, discount, cost, approval, and margin logic in the same flow, and it generates branded quote documents.
- It also connects with CRM, ERP, PLM, CAD, and PIM systems.
- Tacton also sells Configuration Lifecycle Management and Configured Order Fulfillment beside CPQ, so a manufacturer can connect engineering rules, the
- The platform offers cloud and on-premise deployment.
- Tacton does not publish a price, and no free plan is listed, so a buyer must ask for a quote and a setup plan.
Pros
- Constraint-based configuration with guided selling and dynamic pricing
- Real-time 3D and augmented reality views
- Connects to CRM, ERP, PLM, CAD, and PIM systems
Cons
- No published price
- No free plan, so the cost and the setup scope are clear only after a sales discussion
DealHub
Best for: Mid-market SaaS teams that need governed quoting
DealHub is a quote-to-revenue platform, and CPQ is its core. Its CPQ page states that the platform connects pricing, approvals, and contracts, with guided selling, smart pricing structures, and automated approvals. The Growth plan includes CPQ, AI CPQ, a multi-dimensional pricebook, usage-based, tiered, and fixed pricing, renewals, parallel approval workflows, partner channel quoting, CRM integration, DealRoom, and contracts.
- The Scale plan adds order-based invoicing, credit memos and refunds, A/R management, payment gateways, multi-currency support, financial reports, and
- DealHub states on its own CPQ page that it does not publish list prices and that pricing is quoted based on requirements.
- Ask which modules the quote covers, because billing sits in the Scale plan and not in Growth.
- Most implementations go live within 3 months, according to DealHub, with simpler rollouts in a few weeks.
Pros
- Guided selling playbooks with parallel approval workflows
- Native Salesforce, Microsoft Dynamics 365, and HubSpot integrations
- DealRoom, contracts, billing, and subscription tools in one platform
Cons
- No published price on the CPQ page
- No free plan and no free trial listed
Threekit
Best for: Manufacturers that want AI-led quoting with 3D views
Threekit is an AI-native CPQ platform for manufacturers. Sales reps, dealers, and customers can submit requirements through voice memos, photos, documents, or guided experiences and receive a valid, configured quote in seconds. The platform includes an AI Quote Agent that generates quotes grounded in product rules and pricing, and a visual configurator with real-time 3D rendering and AR.
- It enforces complex product rules, calculates real-time pricing, and passes structured output to Salesforce CPQ, Oracle CPQ, Infor, and ERP systems.
- Threekit states that it deploys in 90 days beside existing systems, which is a useful planning number for a manufacturer that does not want to replace
- Threekit does not publish a price, and its demo page is the main route to a number.
- Choose Threekit if you want AI-led quoting, 3D views, and a 90-day deployment beside your current systems.
Pros
- AI Quote Agent turns requirements into a valid configured quote
- Visual configurator with real-time 3D rendering and AR
- Deploys in 90 days beside existing CPQ or ERP systems
Cons
- No published price on the demo page
- No free plan listed, so the cost is clear only after a demo and a quote
How we chose
We chose tools that offer a guided selling flow as a named feature, either as a product finder or quiz for shoppers, or as guided configuration and playbooks for sales teams. We checked official vendor pricing pages and product pages opened on 2026-11-12. Prices in this article come from those pages, and a tool with no published price is listed as quote only. We did not test any tool hands-on. We did not use customer counts, awards, or review scores to rank the tools.
Pick by budget and catalog size
| Buyer | First pick | Entry cost | Key limit to check |
|---|---|---|---|
| Shopify store, small catalog | Octane AI | $50/month | 2 quizzes and 400 credits on Basic |
| Online store, one category, up to 200 SKUs | Outfindo | 99 euros/month | One category and one domain on Essential |
| Ecommerce brand, up to 50,000 visits a month | Digioh | $500/month | No free plan listed |
| Made-to-order manufacturer | Expivi | quote only | No published price |
| Complex engineered products | Tacton CPQ | quote only | No published price |
| Mid-market SaaS quoting | DealHub | quote only | Billing sits in the Scale plan |
| AI-led quoting with 3D views | Threekit | quote only | No published price, 90-day deployment |
Frequently asked questions
What is the best guided selling software for most online stores?
Outfindo is the best fit for most online stores that want a ready-made guide, because Essential starts at 99 euros a month, covers 200 SKUs and one category, and includes a free trial. Octane AI is a better fit for a Shopify store that wants the lowest entry price and can work with 2 quizzes and 400 credits on Basic.
How much does guided selling software cost?
The published entry prices in this list run from 50 dollars a month for Octane AI Basic to 500 dollars a month for Digioh, with Outfindo Essential at 99 euros a month in between. Five tools do not publish a price and are listed as quote only, so you need a written quote to compare them with the fixed-price tools.
Which guided selling software is best for Shopify?
Octane AI is the best fit for Shopify in this list, because it is built for Shopify, starts at 50 dollars a month, and includes Klaviyo and Shopify sync on Basic. Digioh also works with Shopify, but it starts at 500 dollars a month and is aimed at brands that want quizzes, pop-ups, and identity tools in one platform.
Which guided selling software is best for manufacturers?
Tacton CPQ is the best fit for manufacturers with complex engineered products, because it uses constraint-based configuration, dynamic pricing, and 3D views, and it connects to CAD, PLM, and ERP systems. Expivi is a better fit for made-to-order manufacturers that need a bill of materials with each order, and Threekit suits teams that want AI-led quoting in 90 days.
Does guided selling software need a free trial before I buy?
A free trial helps, but only two tools in this list offer one: Outfindo and Octane AI, with Octane AI offering 14 days. The other six tools do not list a free plan, so ask for a demo with your own products and catalog before you sign a quote-only contract.
What is the difference between a quiz tool and CPQ guided selling?
A quiz tool, such as Octane AI or Digioh, asks shoppers questions and returns matched products on a store. CPQ guided selling, such as Tacton CPQ, DealHub, or Threekit, asks a sales rep or a buyer questions, checks product rules, applies pricing and approvals, and produces a valid quote. Choose a quiz tool for shoppers and CPQ for complex sales.
Sources
- https://www.outfindo.com/
- https://www.outfindo.com/best-guided-selling-software
- https://zoovu.com/
- https://zoovu.com/pricing
- https://www.octaneai.com/
- https://www.octaneai.com/pricing
- https://www.digioh.com/
- https://www.digioh.com/pricing
- https://www.expivi.com/
- https://www.tacton.com/
- https://www.tacton.com/buyer-engagement-platform/
- https://dealhub.io/
- https://dealhub.io/platform/cpq/
- https://www.threekit.com/
- https://www.threekit.com/demo
Prices and features were read on each company’s own website in November 2026. They change often, so confirm the current offer on the official site before you sign up or buy.