Best CPQ Software - Page 4

With CPQ software solution, your sales team can efficiently configure, price, and accurately quote complex products.

XaitCPQ (Formerly known as Blueprint CPQ) captures all of the complex product, pricing, and business rules in one central place for automating and streamlining actions in real time. This allows you to have everything you need at your fingertips to close deals faster, with better collaboration, control and transparency. In other words; We Make it Easier for Customers to Buy from You! The benefits of a CPQ, automated pricing and quoting system are many: * Drastically reduce the time to create and send a quote * Streamline and automate quote generation and order transactions * Reduce pricing errors and maximise margin by eliminating spreadsheets * Maximize use from your existing software, integrates seamlessly into most CRM systems * Introduce modern, better ways of working and set on course for growth. * Reduce the burden and/or workload on your IT department Breaking new ground in the Lead-to-Order process, we help users with personalized, automated content at key buying stages through easy to use, engaging and intelligent web-based forms. We implement a "Buy Now, Scale Later" approach where we could have your sales teams using this software in days * Get results FAST - easily reduce complexity and cost. * Work smarter - encourage people to want to buy from you * Make buying easy - engage people in your 'Lead to Order' process * Scale and grow your business with ease. * Maximize your revenue by drastically reducing pricing errors * Stay ahead with an automated sales solution

In today’s competitive business environment, manufacturers need a complete, robust front-end sales solution that is specifically designed to help internal and external sales reps quote and sell discrete, configurable products quickly and easily. A modern solution that is specifically built for the unique needs of manufacturers is the only viable, sound option. Verenia is designed and developed for makers of physical products, with a sales optimization and configuration solution that addresses their unique needs, increasing sales and reducing manufacturing costs. The solution produces 100% accurate quotes for complex, configurable, discrete products and features unique capabilities built to make manufacturers more efficient.

Orgzit provides the power of enterprise CRM with the flexibility of Excel. Orgzit is an all-in-one sales system for manufacturer reps and distributors. It helps streamline Sales, Quotation, Service, and Finance by helping you move from scattered spreadsheets to a single centralized application.

Quote to cash platform that helps IT Service Providers save time & supercharge revenues. Upgrade your quote-to-cash process today. Send winning sales quotes in minutes. Quoter is online quoting software for sales teams. Our easy-to-use platform, automation workflows, and unlimited user pricing plans will empower your team to create more quotes than ever before.

DigiFabster is a subscription-based instant quotation and eCommerce solution for CNC and additive manufacturing shops. The cloud-based software allows for immediate quoting and online payment, while also analyzing and fixing CAD and other 3D printable files, ensuring parts are correctly oriented and manufactured. DigiFabster’s back-end system provides you with all the flexibility you need, allowing you to determine costs for machine time, materials, labor, finishing and more. You can create rules for discounts and add a premium for quick turn times. The software supports 10 technologies with multiple pricing and discount options. DigiFabster’s CRM is specifically designed to address needs of machine shops and service bureaus. These powerful tools allow you to be connected to your customers 24/7, without the labor and expense. Our fully documented API allows you to utilize the data with other software like ERP, accounting or shipping.

Revv pushes the boundaries of document automation and workflows. Revv gives you the flexibility to create documents from its rich template library or upload and send external WORD/PDF documents for electronic signatures. Additionally, it offers various signature types to meet every possible eSignature scenario. Whether you want to generate bulk documents for electronic signatures or obtain signatures on fillable web forms, Revv makes everything possible. It provides instant notifications, document analytics, and audit trails to keep you updated. Revv doubles the protection of your eSigning process with email and SMS authentication. Revv offers a robust proof of eSignature with state-of-the-art evidence management. It also offers video authentication for clickwrap signatures. Integrate business apps with Revv to simplify complex tasks and run your document workflows seamlessly. Revv is an all-in-one, no-code document workflow automation platform to run your business anywhere, anytime, and from any device. Revv provides robust protection and operates in a secure environment with multiple levels of encryption and compliance with local laws. BENEFITS: BETTER GOVERNANCE AND COMPLIANCE - Revv complies with ESIGN Act, UETA, and eIDAS regulation, which makes all eSigned documents legally binding. Revv meets all the requirements of electronic signatures. - Intent to sign: Revv confirms the signers’ intent by requesting signers to submit the electronic signatures. - Consent to do business electronically: Revv meets the consent requirement by asking signers to confirm their signatures before submitting the document. Revv also gives recipients an option to decline the signature request. - Signature attribution: Build document control with a full audit trail of each transaction. Revv satisfies signature attribution by capturing and storing all actions with the date and time stamps, signers' details, and IP addresses. - Record retention: Revv automatically creates a copy of signed records and sends it to both the sender and the recipient to maintain their transaction proofs. POWERFUL FEATURES TO CREATE NEW POSSIBILITIES WITH ELECTRONIC SIGNATURES & MAXIMIZE THE BUSINESS BENEFITS - - Create dynamic fields as form fields in the template and speed up your document creation process. Use the chosen template, add custom details in the form fields, and send it to customers to fill in the required information, and eSign the documents. - Flexibility to upload & send your PDF or DOCX files, edit them, and send for electronic signatures. - Gather crucial data from the signers in the form of text or image using the ‘Fill and Sign’ feature. - Ready-to-use templates and a rich editor to instantly create and customize business documents and increase business conversion rates. - Automate sending a document to multiple recipients using the Bulk Send feature and increase your productivity. - Configure eSignature workflows by integrating your everyday business apps through Zapier, Retool, and Native APIs, and save more time, money, and resources. - Liberty to choose the signature type - click-to-sign, draw a signature, or click-to-initial. - Real-time tracking and analytics to intervene and engage customers at the right time. - Multiple choices to get documents signed online via email, shareable links, fillable web forms, or API integrations. UNPARALLELED SECURITY - - Compliance with global and local eSignature laws and latest industry standards. - Two-factor (SMS and email) authentication to guarantee the identity of the signers. - High-level security with AWS global cloud certification (CSA, SOC 1, SOC2, and ISO 27001) to protect your data at every step. - PCI DSS compliant payment gateways LIFE-TIME STORAGE - Revv provides cloud-based storage that keeps your records safe, organized, and easily accessible - forever. ENHANCED CUSTOMER EXPERIENCE - - Send documents instantly to mobile devices via SMS, and reduce customer drop-out rates. - Collaboration features to interact with customers and team members within the documents and accelerate the signing process. A DIY PLATFORM THAT REQUIRES NO CODING SKILLS - Revv is very simple to use and easy to navigate. Its intuitive interface requires no external help or special skills. A SUPPORT SYSTEM BUILT TO EMPOWER CUSTOMERS - - A customer support team of experts that go above and beyond to empower your business. - 24/7 chat support - Multi-language support for documents - Support for designing and creating templates - Help center, support articles, and videos to guide you throughout the process

AutoQuotes (AQ), from Revalize is the foodservice equipment and supplies industry's most widely-used and trusted software. More than 20,000 industry professionals across North America, the UK, and Europe trust AQ to quote and sell every day. With a full suite of CPQ, design and data analytics applications, and the world's largest database of foodservice equipment and supplies, AQ's products keep the industry moving forward. The AQ solution suite connects foodservice equipment manufacturers, dealers, reps and consultants to simplify the sales process and work together to sell more, sell faster. It features 2D and 3D visualization, floor space planning, and AR/VR experiences that enable users (sales reps, distributors, and operators) to configure products, design spaces, explore virtually, build quotes, and complete orders. AutoQuotes is proud to be part of Revalize, an industry-leading CPQ, product and design platform that helps organizations accelerate their time-to-cash. Unlike other revenue management platforms, Revalize is built for the unique needs of specialty industries and offers comprehensive design-to-cash solutions that help 15,000+ customers globally to design, customize, quote, and sell more than $8B in products each month.

Tacton is the leading Configure, Price, Quote (CPQ) SaaS partner for design to sales automation for industrial manufacturers. Our trusted configuration engine provides the backbone for your customers’ fast and flawless digital experience. With Tacton CPQ (Configure-Price-Quote), B2B manufacturers can maintain and sell highly customizable products as if they were standard. Our award-winning configuration and pricing engine, allows you to control your custom product’s thousands of parts and commercial rules with small set of constraint, generating millions of valid, builable and profitable product variants. With needs-based configuration, instant pricing for every configurator selection, real-time 3D product visualization and automatic generation of CAD files, your sales reps will be able to define, price and order complex and custom products, without sales engineering support. Let your sales engineers innovate your products and let your sales reps talk value with your customer. With Tacton’s rich APIs and integration solution, data from PLM, ERP, CAD and CRM can be leveraged in Tacton CPQ to remove your data silos. Tacton's Connect to Anying provides easy to use connectors for more than 600 enterprise applications - all powered by Workato. With Tacton’s omni-channel capabilities, you can offer Configuration, Pricing and Quoting of your products not only to direct sales, but also to resellers and end customer in self-service and eCommerce channels. This radically boosts your sales capabilities. With Tacton CPQ you will increase revenue, increase sales velocity, decrease sales costs and decrease costs of order errors and warranties. Sell with certainty – quote with confidence. In Gartner's Magic Quadrant for CPQ, Tacton has been recognized as a a leader for multiuple consecutive years. Tacton provides solutions to our global customers such as ABB, Bosch, Caterpillar, Daimler, MAN, Mitsubishi, Siemens, Toshiba and Yaskawa. Tacton is headquartered in Chicago and Stockholm, with regional offices in Karlsruhe, Warsaw, and Bogota. Tacton Trusted Configuration. Sales Made Simple for Complex Manufacturing.

Cincom CPQ™ is a configure-price-quote solution that dramatically improves the buying experience for your customers. Beginning with product configuration, Cincom CPQ creates real-time pricing and quoting of those configurations and delivers a proposal on the spot. With expert knowledge at their fingertips, your sales reps and dealers have everything they need to win more business and your customers have everything they need to make a buying decision quickly.

bit2win CPQ, Configure Price & Quote, Cloud and Mobile software Suite empowers sales, partners and customers to configure complex products and services, deliver accurate quotes and create smarter deals with the most updated product and pricing information. Bit2win, designed for enterprises going through the digital transformation and the automation of their sale processes and quote creation, enables the sale of both tangible goods and subscriptions and provides among the best out-of-the-box pricing functionality on the market. It supports recurring as well as use-based pricing, bundles and amendments to existing service contracts. Built natively on the Salesforce platform, bit2win CPQ Suite provides a set of vertical solutions to address major industries and markets like telecommunications, retail, utilities and financial business. Bit2win also provides an enriched loyalty and promotion module. Bit2win CPQ Suite enhances functionalities and efficiency to drive real effective digital transformation.

Axonom CPQ from Revalize delivers quoting, ordering, and visual product configuration solutions to specialty manufacturers worldwide. The solution suite features 2D and 3D visualization, interactive drag-and-drop, floor space planning, and AR/VR experiences that enable users (sales, customers, partners, and distributors) to configure products, design spaces, explore virtually, build quotes, and complete orders. Axonom CPQ connects to leading ERP, CRM, and eCommerce platforms to drive revenue and profitability across all sales channels for manufacturers of complex products in the medical equipment, strength and fitness equipment, foodservice equipment, technical equipment, and across other industry segments. Axonom is proud to be part of Revalize, an industry-leading CPQ, product and design platform that helps organizations accelerate their time-to-cash. Unlike other revenue management platforms, Revalize is built for the unique needs of specialty industries and offers comprehensive design-to-cash solutions that help 15,000+ customers globally to design, customize, quote, and sell more than $8B in products each month.

Accelo is used and loved by professional service businesses around the world to manage their business operations, profitably. The end-to-end cloud-based platform manages all aspects of a deal, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing, and more, regardless of where you are. With an emphasis on time and money, the professional services automation suite gives you a holistic view of your most up-to-date business data and financial performance. Having client communications, activities, and work centralized in a single platform, you always know where things are without having to ask for a status update. Accelo streamlines workflows and increases efficiency across the business and teams to enhance visibility and coordination, helping leaders run the business and professionals focus on the most important work. By harnessing powerful automation, managers can easily deliver projects on time and within budget. Accelo's up-to-date and secure analytics give leaders the confidence to make smart decisions, ensuring the growth and prosperity of the business.

RevOps is the modern Deal Desk platform with a simple mission: enable businesses to build a scalable Deal Desk operation that helps their sales organizations close more deals faster, unify branding, reduce contract errors, and provide a centralized agreement repository. ***Collaborate, Price, Quote*** Create deals collaboratively, without the back-and-forth emails and Slack messages. -Contextual deal-making -Audit trail of changes -Granular approvals ***"The Way a Quoting Tool Should Be"*** An agreement builder that your reps will actually use. How novel! -Built with the end-user in mind -Easy amendments = greater LTV -Flexibility with terms and SKUs ***Smarter, Faster Decision Making*** Create a scalable process with guardrails, templates, approval workflows, and more. -Customizable templates -Guardrails -Approval Workflows

With EZLynx®’s software for new and growing insurance agencies, we provide your business with an all-in-one platform that integrates your comparative rater, agency management system, reporting, customer portal, and more to make managing your policies easier. Let EZLynx do the work so you can focus on selling and growing your book of business. We want to earn the title of your most productive employee every single day. EZLynx drives the success of over 37,000+ agencies with: EZLynx Rating Engine EZLynx Rating Engine™ is an easy-to-use comparative rater that lets independent insurance agents get real-time personal lines quotes from hundreds of carriers across 48 states on any device. Cross-carrier personal lines quoting has never been simpler. EZLynx Management System EZLynx Management System™ leverages client and policy data to maximize your agency's ability to retain current customers while acquiring new business. Find your customer's quotes, policies, claims, and documents in one organized place and easily remarket with up-to-date information synced from your daily policy downloads.