Quote and Propose Smarter

from Simple to CPQ

Boost Sales with Winning Quotes / Proposals that are:
✔ Accurately Configured and Priced (CPQ)
✔ Created in Minutes and Professional
✔ Mistake-Proofed and Management-Approved
✔ Tracked and E-Signed

Quote and Propose Smarter

from Simple to CPQ

Boost Sales with Winning Quotes / Proposals that are:
✔ Accurately Configured and Priced (CPQ)
✔ Created in Minutes and Professional
✔ Mistake-Proofed and Management-Approved
✔ Tracked and E-Signed
 
Configure
Configure highly customized solutions in minutes
  • Product / Service Catalog Management
  • Guided Product Selector (GPS)
  • Product Options and Bundles
  • Upsell / CrossSell
  • Workflow Rules
  • Solution Templates
  • Inventory Tracking
Configure
Automate pricing and discounting based on any deal or customer factor
  • Price Lists
  • Customer Specific Price List
  • Bundles
  • Volume Pricing
  • Percent of Total Pricing
  • Conditional Pricing
  • Formula Pricing
  • Recurring Pricing
Pricing
Templates
Create unlimited custom, no-code, rich-media templates for quotes and proposals
  • Drag and Drop Builder
  • Unlimited Custom Templates
  • Web and PDF Documents
  • Unlimited E-Sign
  • Product Media Files
  • Tracking and Reminders
  • Merge Fields
  • Multi-Language / Multi-Currency
Templates
Manage your quoting and proposal process with granular controls and analytics
  • Approval Rules
  • Roles and Permissions
  • Discount Controls
  • Content Controls
  • Analytics
Rules

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