Expedite Commerce Features
Configuration - cpq (5)
Product Catalog
Based on 18 Expedite Commerce reviews and verified by the G2 Product R&D team. Allows users to search, filter, sort and select items to be added to quote
Guided Selling
Based on 15 Expedite Commerce reviews and verified by the G2 Product R&D team. Based on answering questions about customers the configurator automatically selects the best fit products
Configuration Rules
Based on 17 Expedite Commerce reviews and verified by the G2 Product R&D team. Rules ensure that users select only compatible options and that all required items are included
Price Configuration
Based on 17 Expedite Commerce reviews and verified by the G2 Product R&D team. Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price
Visual Configuration
Based on 15 Expedite Commerce reviews and verified by the G2 Product R&D team. Images can be displayed of options to enable users to visualize product options as it is being configured
Pricing (9)
Pricing Flexibility
Based on 15 Expedite Commerce reviews and verified by the G2 Product R&D team. Ability to support multiple pricing models for one-time, recurring, and other items
Discounting
Based on 15 Expedite Commerce reviews and verified by the G2 Product R&D team. 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 This feature was mentioned in 14 Expedite Commerce reviews.
Terms and Conditions
Based on 16 Expedite Commerce reviews and verified by the G2 Product R&D team. Ensure that users automatically include the right terms based on items being quoted
Approval Workflow
Based on 17 Expedite Commerce reviews and verified by the G2 Product R&D team. Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly
Renewals
Based on 12 Expedite Commerce reviews and verified by the G2 Product R&D team. Allows users to renew existing contracts based on contracted pricing and existing assets already owned
Standard Price
Assign standard monthly and yearly prices to products, plans, and packages
Discounts
Define standard and custom discounts that can be applied to one or more products and plans
Optimization
Analyze pricing data to identify opportunities to improve prices.
Quoting (5)
Grouping
Ability to easily group items on quotes; apply and manage discounts and pricing by group 15 reviewers of Expedite Commerce have provided feedback on this feature.
Version Control
Based on 11 Expedite Commerce 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
Based on 16 Expedite Commerce reviews and verified by the G2 Product R&D team. Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word)
Ordering
Based on 17 Expedite Commerce reviews and verified by the G2 Product R&D team. Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration
Contracts
Based on 13 Expedite Commerce reviews and verified by the G2 Product R&D team. Ability to convert accepted quotes into contracts; set up of required assets and contracts
Admin (4)
Configuration Ease of Admin
Based on 13 Expedite Commerce reviews and verified by the G2 Product R&D team. Easily build and maintain configurator; flexibility to easily embed all desired business logic
Pricing Administration
Based on 11 Expedite Commerce reviews and verified by the G2 Product R&D team. Can easily build and maintain pricing logic required by business
Workflow Management
Based on 13 Expedite Commerce reviews and verified by the G2 Product R&D team. Easily build and maintain workflows, misc commercial fields, commercial rules
Document Management
Based on 13 Expedite Commerce reviews and verified by the G2 Product R&D team. Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs
Channels (3)
Mobile User Support
Based on 13 Expedite Commerce reviews and verified by the G2 Product R&D team. Supports users working on a mobile devide (phone and/or tablet)
Channel Partner Support
Based on 11 Expedite Commerce reviews and verified by the G2 Product R&D team. Provides functionality for channel partners to configure, price, quote and buy products in a self service environment
eCommerce
Based on 13 Expedite Commerce reviews and verified by the G2 Product R&D team. End customer users can configure, price, and buy products in a self service environment online
Platform (26)
CRM Integration
Based on 13 Expedite Commerce reviews and verified by the G2 Product R&D team. 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
Based on 12 Expedite Commerce reviews and verified by the G2 Product R&D team. Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers
Reporting and Dashboards
Based on 12 Expedite Commerce reviews and verified by the G2 Product R&D team. Easily generate desired reports and dashboard on configurations, pricing, and quoting
ERP Integration
ERP integration is flexible and easy to maintain
APIs
System provides well documented API's that can be used to integrate to any 3rd Party or internal system.
Customization
Product provides tools to customize web store front, business process, etc. to meet unique business needs.
Integrations to Add-on Tools
Is easy to integrate to or has pre-packaged integrations to a wide variety of leading add on tools/software.
User Management
Enables customers to update their own user information, settings and preferences.
Reporting / Analytics
Provides standard and ad-hoc reporting ability to meet business requirements This feature was mentioned in 10 Expedite Commerce reviews.
Security
Software provides appropriate tools and certifications to protect against fraud and malicious attacks
Multi-Site Management
Features that enable creation and maintenance of micro sites, sub-sites using the same instance of the software.
Admin Access Rights
Provides ability to control editing rights by product category, geography etc.
Test-to-Product Migration
Functionality that enables administrators to test changes to products, store design, work flows etc in a test environment and schedule the changes to be migrated to the production version of the site This feature was mentioned in 11 Expedite Commerce reviews.
Internationalization
Provides features that enable business transactions throughout the world. Typical features are multi-language, multi-currency and taxation
Cross Browser Support
Enables store or site to provide the same user experience in all browsers and browser versions. 11 reviewers of Expedite Commerce have provided feedback on this feature.
Performance and Reliability
Software performs well and runs with minimal unscheduled downtime 10 reviewers of Expedite Commerce have provided feedback on this feature.
E-Signature
Allows the signor to easily and intuitively sign documents.
Proposals
Allows users to easily assemble custom fields and variables into reusable templates to automate the proposal creation process.
CPQ
Provides users with configure, price and quote capabilties.
Video Proposals
Allows users to attach video proposals within the virtual sales room.
Content Sharing
Allows users to share relevant marketing content such as whitepapers, studies, and demos within the virtual sales room.
Content Management
Provides users with a repoistory of relevant content to share with clients.
Video Conferencing
Allows users to run video calls within the browser.
Chat
Allows users to chat with prospects within the virtual sales room.
Merchandising/Marketing (7)
Storefront Design Tools
Provides standard templates with an easy to use tool set to customize the templates to showcase the stores brand and optimize the users experience
Product Visualization
Ability to display and manage photos, 3D views, videos etc for each product
Recommendations / Personalization
Personalize the buyers experience by displaying the most relevant products to the consumer and increase conversions using past buyer behavior and merchant-driven rules. Tools may include such as cross-sell/up sell, promotions, recommendations, guided selling, etc
Promotions and Discounts
Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes.
Shopping Cart Abandonment
Provide tools to help convert abandoned carts into sales. Saves items in shopping cart if a users does not complete the purchase. Allows users to continue order process in a future session. Emails users to remind them they have items in their cart.
Product Reviews
Ability to display reviews and enable users to write reviews for each product. Integrations to review syndication software to include most recent reviews for products
SEO
Provides tools to drive traffic to pages via organic search
Product Catalog (4)
Content Management
Ability to add/update products, product pricing, product information and other content included on eCommerce site. This feature was mentioned in 10 Expedite Commerce reviews.
Product Configuration
As reported in 10 Expedite Commerce reviews. Ability to all users select options to configure the product or select product options. For example, color, size, etc.
Product Search and Filtering
As reported in 11 Expedite Commerce reviews. Provides rich user experience to find products on site through site wide search, faceted navigation, product filtering and sorting
Intangible Products
Provides functionality specific to selling intangible products such as: Subscriptions, Trials, Perpetual Licencing, Downloads, Free Trials, etc.
Order Process (8)
Checkout Process
Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts.
Shipping Options
Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies.
Tax Display and Processing
Displays appropriate tax to user based on local laws. Contains functionality to process tax in back end systems. May integrate to 3rd Party tax solutions.
Payment Processing
Supports required payment methods including credit card processing, purchase orders, paypal, etc. Contains appropriate fraud management functionality.
Order Management
Contains tools that enable administrators to manage placed orders to ensure all customer orders are processed correctly and on time.
Returns / Refunds
Functionality to allow users to process returns/refunds either via self service or contacting customer service.
Inventory Management
Displays inventory levels of products in real time. Displays inventory by location if required.
Multi-Channel Fulfillment
Contains distributed order management functionality so that an order can be fulfilled from a warehouse, a store, a vendor drop ship or an in store pick up.
Multi-Channel Support (7)
Omnichannel
Provides seamless approach to the consumer experience through all available shopping channels (Mobile, Social, Web, Point of Sale, catalog). Some times referred to Omni-Channel.
Mobile
Features that enable customers to easily to shop for products using a mobile device.
Social Commerce
Features that enable customers to easily shop for products on popular social platforms. May provide standard integrations or tools that build the social store on the platform.
Customer Service
Provides features that enable customer services teams to interact with customers. Features may include chat and and phone support.
Store Locator
Enable customers to locate and navigate to physical locations by zip code, city or GPS
3rd-Party Store Integration
Integrates/Syncs your product catalog to major on line retailers such as Amazon, Ebay, etc. to make it easy to administer selling products via 3rd party channels
B2B
Includes features that that are valuable to B2B transactions. For example partner management, contract pricing, invoicing, product entitlement, contract management etc.
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
Analytics (6)
Web Analytics
Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence.
Campaign Tracking
Analyze inbound marketing traffic to identify which campaigns are working best.
Audience Insights
Helps users understand audience demographics and evaluate visitor behavior.
Reports & Dashboards
Create reports and dashboards to analyze results of campaigns.
Personalization
Streamlines personalization by integrating customer data repositories into systems that deliver content.
Marketing Automation
Handles broad-reaching marketing orchestration by pulling customer data from CRMs and other data repositories to deliver content across multiple channels.
Content Management (3)
Customizable Templated Workflows
Suggested workflows that can be adopted as is or adapted to fit business needs.
Asset Management
System allows the storage and management of rich media files.
Portals and Sites
Able to create user portals and sites.
Design & Development (3)
No-Code App Development
Provides drag and drop tools usable by admins with little to no coding experience in order to build applications which automate workflows and business processes.
Low-Code App Development
Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding.
Self-Service Capabilities
Customers have a route to update account details, payments and information themselves.
Billing (3)
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.
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
As reported in 10 Expedite Commerce reviews. Ability to create custom quotes based on customer requirements.
Configuration
Allows users to configure products and revise quotes accordingly. 10 reviewers of Expedite Commerce have provided feedback on this feature.
Pricing
Provide standard pricing options that can be customized by customer.
Contracts (2)
Creation
Deliver standard contract templates that can be modified by users.
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
Order Management (3)
Opportunities
Manage open opportunities for new or existing customers.
Order History
Track all open and closed orders by customer, or by product and plan.
Renewals
Plans can be renewed automatically or manually, when changes are required.
Products & Plans (4)
Packages
Track the financial performance of various types of packages.
Multi-part Deals
Create deals that combine multiple products and plans, with differrent pricing
Plan Changes
Monitor plan changes such as upgrades and downgrades, or cancellations.
Bundles
Ability to group standard plans and products to create bundles
Revenue Management (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.
Billing Types
Provide the option to combine recurring, one-time, and usage based billing
Integration (3)
Payments
Integrate with payment processing software and payment gateways.
Accounting
Integrate with financial management systems such as accounting and ERP.
CRM & Sales
Integrate with software that manages customers, sales, and marekting.
Deal Analytics (3)
Engagement Tracking
Track who is looking at proposals and how often or for how long.
Reporting and Dashboards
Access pre-built and custom reports and dashboards on proposal volume and acceptance.
Proposal Effectiveness Reporting
Find out which pieces of content are performing best.
Administration and Security (3)
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Alerts and Notifications
Program in-app and email notifications for approval milestones or actions.
Regulatory Compliance
Meets required regulartory compliances.
Integrations (3)
CRM Integration
Provides features to intregate with CRM software.
Internal Messaging Systems Integration
Provides features to integrate with internal messaging systems.
Video Conferencing Integration
Provides features to integrate with vidoe conferencing software.
Headless Commerce (5)
Decoupling
Ability to disconnect the front office from the back office of an e-commerce platform
REST APIs
Provide APIs that allow for interaction with RESTful web services
Data Orchestration
Capture and manage data from multiple sources and syncronize it with the front end and back end
Customization
Allows developers to customize the platform using multiple programming languages
Extensibility
Include prebuilt integrations with multiple systems such as ERP and CRM
Generative AI (2)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
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 - Digital Sales Room (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Agentic AI - Salesforce AppExchange Apps (7)
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
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Digital Experience Platforms (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Subscription Management (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - E-Commerce Platforms (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
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.
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.
The checkout process how a customer goes through to finalize a purchase when shopping online. Learn the checkout process and best practices to follow.
Intangible products refer to company offerings that are not physical in nature. Learn more about intangible products, what falls into the category, and how to sell products that can’t be touched.





