CPQ provides comprehensive product and service configuration, pricing, quoting, contract generation and approval management capabilities that seamlessly integrates with your backoffice systems such as CRMs, ERPs and Customer Support.
AI-driven Quoting & Proposal Engine
Easily create customized quotes and proposals for each sales instance. Intelligent wizard instantly auto-populates quotes based on customer or project similarity including discounts and promotions.
Product or Service Quotes
In addition to products or parts, quickly add maintenance or repair service line items for your installed products in the field to generate an integrated quote. Scan asset tags to automatically load all the relevant customer information in the quote.
Flexible Upsell/Cross-sell Workflows
Prompts the user to add relevant features, products and services in real time. Supports configurable products. Recommendation engine suggests relevant products based on customer and market intelligence.
Automatic Proposal Generation
Service personnel can easily generate a single quote covering multiple products and services. Multi-page proposals with smart attachments. Document templates with custom branding and marketing elements can be uploaded to be used in proposal generation.
Product, Pricing and Approval Rules
Product and pricing dependency rules guarantee validity of quotes. Configurable approval rules for automatically approving certain discounts or routing it to appropriate individuals for approval.
Back Office Integration
Automatically fetch customer, product, inventory information and delivery estimates from back office systems like CRM and ERP in real time while quoting. Generated quotes and proposals are automatically sent to the customer and seamlessly integrated into CRM and Accounting systems.
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