Use product/service options to quote customized solutions and configurations that are mistake-proofed using workflow rules and templates.
Embed product selection and market intelligence directly into the quote creation process. Automatically suggest bundle and cross/upsell opportunities, along with rich-media sales tips to guide reps at every decision point.
Automate pricing, from volume pricing to customer-specific/tiered pricelists to complex, conditional pricing. Manage discounting with approval rules and granular user/role permissions.