Cacheflow Features
Configuration - cpq (5)
Product Catalog
Allows users to search, filter, sort and select items to be added to quote
Guided Selling
Based on answering questions about customers the configurator automatically selects the best fit products
Configuration Rules
Rules ensure that users select only compatible options and that all required items are included
Price Configuration
Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price
Visual Configuration
Images can be displayed of options to enable users to visualize product options as it is being configured
Pricing (6)
Pricing Flexibility
Ability to support multiple pricing models for one-time, recurring, and other items
Discounting
Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements
Commerical Rules
Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations
Terms and Conditions
Ensure that users automatically include the right terms based on items being quoted
Approval Workflow
Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly
Renewals
Allows users to renew existing contracts based on contracted pricing and existing assets already owned
Quoting (5)
Grouping
Ability to easily group items on quotes; apply and manage discounts and pricing by group
Version Control
Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version
Quote Document Generation
Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word)
Ordering
Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration
Contracts
Ability to convert accepted quotes into contracts; set up of required assets and contracts
Admin (4)
Configuration Ease of Admin
Easily build and maintain configurator; flexibility to easily embed all desired business logic
Pricing Administration
Can easily build and maintain pricing logic required by business
Workflow Management
Easily build and maintain workflows, misc commercial fields, commercial rules
Document Management
Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs
Channels (3)
Mobile User Support
Supports users working on a mobile devide (phone and/or tablet)
Channel Partner Support
Provides functionality for channel partners to configure, price, quote and buy products in a self service environment
eCommerce
End customer users can configure, price, and buy products in a self service environment online
Platform (6)
CRM Integration
CRM integration is flexible and easy to maintain
Integration API
System provides API's that can be used to easily integrate to financial and other 3rd party systems
Internationalization
System support multiple currencies and languages to enable business in multiple countries
Scalability
Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers
Reporting and Dashboards
Easily generate desired reports and dashboard on configurations, pricing, and quoting
ERP Integration
ERP integration is flexible and easy to maintain
Document Creation (6)
Customizability: Variables and Fields
As reported in 23 Cacheflow reviews. Define fields to pull in dynamic information.
Template Creation and Flexibility
Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. This feature was mentioned in 23 Cacheflow reviews.
Rich Media
Based on 21 Cacheflow reviews. How well the platform supports images, audio, and video in proposals.
Online Document Creation
Create adaptive online documents for view via browser or mobile device. This feature was mentioned in 22 Cacheflow reviews.
PDF Creation
Create attractive PDF versions of proposals. 23 reviewers of Cacheflow have provided feedback on this feature.
Custom Branding
Brand proposals and the application's portal with your company's logos and branding. 24 reviewers of Cacheflow have provided feedback on this feature.
Workflow (3)
Document Builder Interface
As reported in 22 Cacheflow reviews. Easily search for and add elements to a proposal.
Collaborative Creation
Based on 23 Cacheflow reviews. Multiple users can edit a single document.
Assembly and Approval Workflows
Automate workflows by routing documents to the correct individuals for adding content and approval. 23 reviewers of Cacheflow have provided feedback on this feature.
Analytics (3)
Engagement Tracking
As reported in 23 Cacheflow reviews. Track who is looking at proposals and how often or for how long.
Proposal Effectiveness Reporting
As reported in 21 Cacheflow reviews. Find out which pieces of content are performing best.
Reporting and Dashboards
As reported in 21 Cacheflow reviews. Access pre-built and custom reports and dashboards on proposal volume and acceptance.
Administration and Platform (6)
User, Role, and Access Management
As reported in 24 Cacheflow reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Alerts and Notifications
As reported in 24 Cacheflow reviews. Program in-app and email notifications for approval milestones or actions.
CRM Integration
As reported in 23 Cacheflow reviews. Push and pull data from CRM to build proposals and update statuses with clients.
E-Signature Integration
As reported in 23 Cacheflow reviews. Couple accepting proposals and signing contracts together in one workflow.
CPQ Integration
Push and pull data from quote applications to build proposals. This feature was mentioned in 22 Cacheflow reviews.
API / Integrations
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.
Revenue Optimization (4)
At-Risk Customers
Identify customers that are more likely to cancel their subscriptions
Offer Optimization
Optimize product offerings and packages to increase customer loyalty
Customer Churn
Address customer churn by identifying the causes of cancellations
Revenue Forecasting
Estimate future changes in revenues per product type or customer category
Revenue Recognition (3)
Usage Tracking
Track usage per company, custom time period, or contract
Deferred Revenue
Track payments received for products that haven't be delivered yet
Revenue Accrual
Recognition rules to accrue revenue on a daily or monthly basis
Billing and Payments (3)
Payment Terms
Provide multiple payment terms per customer or contract
Personalized Billing
Different types of billing such as: recurring, one time changes, based on number of seats or usage
Custom Pricing
Manage customer specific pricing as well as coupons, discounts, and gift plans
Billing (4)
Automation
Ability to create and send invoices automatically at predefined or custom frequencies.
Consolidation
Consolidate invoices so customers can make one payment for multiple bills.
Adjustments
Adjust invoices to handle exceptions and correct errors.
Blacklisting
Allows users to temporarily or permanently block potential fraudsters.
Dunning (3)
Collections
Assists users in collecting payments for unpaid invoices.
Dispute Management
Manages disputes regarding billing and payments.
Escalation
Define escalation processes to suspend service for unpaid invoices.
Performance (3)
Packages
Track the financial performance of various types of packages.
Discounts
Identify the impact of special pricing and discounts on revenue.
Plan Changes
Monitor plan changes such as upgrades and downgrades, or cancellations.
Customer Requirements (3)
Quoting
Ability to create custom quotes based on customer requirements.
Configuration
Allows users to configure products and revise quotes accordingly.
Pricing
Provide standard pricing options that can be customized by customer.
Contracts (3)
Creation
Deliver standard contract templates that can be modified by users.
Negotiation
Track contract changes made by all parties during negotiation.
Execution
Implement the final version of the contract, including SLAs.
Revenue (3)
Invoicing
Monitor invoices and payments per product, customer, or contract.
Matching
Match invoices with sales orders, quotes, and contracts.
Recognition
Perform revenue recognition to ensure that pricing or payment terms are accurate.
Reporting (3)
Dimensions
Reports revenue based on various dimensions, such as subscription segments, geographies, or discounts
Deferred Revenue
Tracks revenue for goods or services that have yet to be collected
Revenue Recognition
Accurately determines and reports the accounting period when revenues are recognized
Generative AI (1)
AI Text Generation
As reported in 17 Cacheflow reviews. Allows users to generate text based on a text prompt.
Generative AI - cpq (3)
Dynamic Quoting
Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior
Dynamic Pricing
Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors
Personalized Sale Recommendations
Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs
Agentic AI - Subscription Billing (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
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Technology Glossary Features
View definitions of the features and discover new technology terms.
A document builder is a software application that is used to create text-based documents.
Approval workflow is a business practice in which individuals must approve data or tasks at specific points in a process. Learn more about approval workflows, their best practices, and how businesses can use workflow automation to ease the process.



