Cacheflow Features

Allows users to search, filter, sort and select items to be added to quote

Based on answering questions about customers the configurator automatically selects the best fit products

Rules ensure that users select only compatible options and that all required items are included

Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price

Images can be displayed of options to enable users to visualize product options as it is being configured

Ability to support multiple pricing models for one-time, recurring, and other items

Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements

Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations

Ensure that users automatically include the right terms based on items being quoted

Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly

Allows users to renew existing contracts based on contracted pricing and existing assets already owned

Ability to easily group items on quotes; apply and manage discounts and pricing by group

Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version

Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word)

Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration

Ability to convert accepted quotes into contracts; set up of required assets and contracts

Easily build and maintain configurator; flexibility to easily embed all desired business logic

Can easily build and maintain pricing logic required by business

Easily build and maintain workflows, misc commercial fields, commercial rules

Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs

Supports users working on a mobile devide (phone and/or tablet)

Provides functionality for channel partners to configure, price, quote and buy products in a self service environment

End customer users can configure, price, and buy products in a self service environment online

CRM integration is flexible and easy to maintain

System provides API's that can be used to easily integrate to financial and other 3rd party systems

System support multiple currencies and languages to enable business in multiple countries

Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers

Easily generate desired reports and dashboard on configurations, pricing, and quoting

ERP integration is flexible and easy to maintain

As reported in 23 Cacheflow reviews. Define fields to pull in dynamic information.

Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. This feature was mentioned in 23 Cacheflow reviews.

Based on 21 Cacheflow reviews. How well the platform supports images, audio, and video in proposals.

Create adaptive online documents for view via browser or mobile device. This feature was mentioned in 22 Cacheflow reviews.

Create attractive PDF versions of proposals. 23 reviewers of Cacheflow have provided feedback on this feature.

Brand proposals and the application's portal with your company's logos and branding. 24 reviewers of Cacheflow have provided feedback on this feature.

As reported in 22 Cacheflow reviews. Easily search for and add elements to a proposal.

Based on 23 Cacheflow reviews. Multiple users can edit a single document.

Automate workflows by routing documents to the correct individuals for adding content and approval. 23 reviewers of Cacheflow have provided feedback on this feature.

As reported in 23 Cacheflow reviews. Track who is looking at proposals and how often or for how long.

As reported in 21 Cacheflow reviews. Find out which pieces of content are performing best.

As reported in 21 Cacheflow reviews. Access pre-built and custom reports and dashboards on proposal volume and acceptance.

As reported in 24 Cacheflow reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

As reported in 24 Cacheflow reviews. Program in-app and email notifications for approval milestones or actions.

As reported in 23 Cacheflow reviews. Push and pull data from CRM to build proposals and update statuses with clients.

As reported in 23 Cacheflow reviews. Couple accepting proposals and signing contracts together in one workflow.

Push and pull data from quote applications to build proposals. This feature was mentioned in 22 Cacheflow reviews.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. This feature was mentioned in 23 Cacheflow reviews.

Identify customers that are more likely to cancel their subscriptions

Optimize product offerings and packages to increase customer loyalty

Address customer churn by identifying the causes of cancellations

Estimate future changes in revenues per product type or customer category

Track usage per company, custom time period, or contract

Track payments received for products that haven't be delivered yet

Recognition rules to accrue revenue on a daily or monthly basis

Provide multiple payment terms per customer or contract

Different types of billing such as: recurring, one time changes, based on number of seats or usage

Manage customer specific pricing as well as coupons, discounts, and gift plans

Ability to create and send invoices automatically at predefined or custom frequencies.

Consolidate invoices so customers can make one payment for multiple bills.

Adjust invoices to handle exceptions and correct errors.

Allows users to temporarily or permanently block potential fraudsters.

Assists users in collecting payments for unpaid invoices.

Manages disputes regarding billing and payments.

Define escalation processes to suspend service for unpaid invoices.

Track the financial performance of various types of packages.

Identify the impact of special pricing and discounts on revenue.

Monitor plan changes such as upgrades and downgrades, or cancellations.

Ability to create custom quotes based on customer requirements.

Allows users to configure products and revise quotes accordingly.

Provide standard pricing options that can be customized by customer.

Deliver standard contract templates that can be modified by users.

Track contract changes made by all parties during negotiation.

Implement the final version of the contract, including SLAs.

Monitor invoices and payments per product, customer, or contract.

Match invoices with sales orders, quotes, and contracts.

Perform revenue recognition to ensure that pricing or payment terms are accurate.

Reports revenue based on various dimensions, such as subscription segments, geographies, or discounts

Tracks revenue for goods or services that have yet to be collected

Accurately determines and reports the accounting period when revenues are recognized

As reported in 17 Cacheflow reviews. Allows users to generate text based on a text prompt.

Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior

Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors

Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience