CPQ Software Features

Configuration - cpq (5)

Product Catalog: Based on 19 CPQ Software reviews. 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 19 reviewers of CPQ Software have provided feedback on this feature.
Configuration Rules: Rules ensure that users select only compatible options and that all required items are included 19 reviewers of CPQ Software have provided feedback on this feature.
Price Configuration: As reported in 20 CPQ Software reviews. 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 This feature was mentioned in 19 CPQ Software reviews.

Pricing Flexibility: Ability to support multiple pricing models for one-time, recurring, and other items 20 reviewers of CPQ Software have provided feedback on this feature.
Discounting: Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements 20 reviewers of CPQ Software have provided feedback on this feature.
Commerical Rules: Based on 19 CPQ Software reviews. 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: Based on 20 CPQ Software reviews. 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 This feature was mentioned in 20 CPQ Software reviews.
Renewals: Allows users to renew existing contracts based on contracted pricing and existing assets already owned 20 reviewers of CPQ Software have provided feedback on this feature.

Grouping: Ability to easily group items on quotes; apply and manage discounts and pricing by group This feature was mentioned in 19 CPQ Software reviews.
Version Control: Based on 19 CPQ Software reviews. 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) 20 reviewers of CPQ Software have provided feedback on this feature.
Ordering: As reported in 20 CPQ Software reviews. Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration
Contracts: As reported in 20 CPQ Software reviews. Ability to convert accepted quotes into contracts; set up of required assets and contracts

Configuration Ease of Admin: Based on 18 CPQ Software reviews. 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 This feature was mentioned in 19 CPQ Software reviews.
Workflow Management: Easily build and maintain workflows, misc commercial fields, commercial rules This feature was mentioned in 19 CPQ Software reviews.
Document Management: Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs 19 reviewers of CPQ Software have provided feedback on this feature.

Mobile User Support: Supports users working on a mobile devide (phone and/or tablet) 19 reviewers of CPQ Software have provided feedback on this feature.
Channel Partner Support: Based on 19 CPQ Software reviews. Provides functionality for channel partners to configure, price, quote and buy products in a self service environment
eCommerce: As reported in 19 CPQ Software reviews. End customer users can configure, price, and buy products in a self service environment online

CRM Integration: CRM integration is flexible and easy to maintain 19 reviewers of CPQ Software have provided feedback on this feature.
Integration API: Based on 19 CPQ Software reviews. 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 18 reviewers of CPQ Software have provided feedback on this feature.
Scalability: As reported in 19 CPQ Software reviews. Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers
Reporting and Dashboards: Based on 18 CPQ Software reviews. Easily generate desired reports and dashboard on configurations, pricing, and quoting
ERP Integration: ERP integration is flexible and easy to maintain

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