MonetizeNow Features
Configuration - cpq (5)
Product Catalog
Allows users to search, filter, sort and select items to be added to quote This feature was mentioned in 18 MonetizeNow reviews.
Guided Selling
As reported in 12 MonetizeNow reviews. Based on answering questions about customers the configurator automatically selects the best fit products
Configuration Rules
Based on 18 MonetizeNow reviews. Rules ensure that users select only compatible options and that all required items are included
Price Configuration
As reported in 18 MonetizeNow reviews. Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price
Visual Configuration
As reported in 18 MonetizeNow reviews. Images can be displayed of options to enable users to visualize product options as it is being configured
Pricing (9)
Pricing Flexibility
Based on 17 MonetizeNow reviews. Ability to support multiple pricing models for one-time, recurring, and other items
Discounting
As reported in 18 MonetizeNow reviews. Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements
Commerical Rules
As reported in 14 MonetizeNow 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
As reported in 11 MonetizeNow 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 16 reviewers of MonetizeNow have provided feedback on this feature.
Renewals
As reported in 15 MonetizeNow reviews. 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
As reported in 14 MonetizeNow reviews. 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 15 reviewers of MonetizeNow have provided feedback on this feature.
Quote Document Generation
Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word) This feature was mentioned in 18 MonetizeNow reviews.
Ordering
Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration 14 reviewers of MonetizeNow have provided feedback on this feature.
Contracts
Ability to convert accepted quotes into contracts; set up of required assets and contracts 14 reviewers of MonetizeNow have provided feedback on this feature.
Admin (4)
Configuration Ease of Admin
As reported in 17 MonetizeNow 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 17 MonetizeNow reviews.
Workflow Management
Based on 17 MonetizeNow reviews. Easily build and maintain workflows, misc commercial fields, commercial rules
Document Management
As reported in 13 MonetizeNow reviews. 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
Based on 15 MonetizeNow reviews. CRM integration is flexible and easy to maintain
Integration API
Based on 11 MonetizeNow 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
Scalability
As reported in 14 MonetizeNow reviews. 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 This feature was mentioned in 10 MonetizeNow reviews.
ERP Integration
ERP integration is flexible and easy to maintain
Document Creation (6)
Customizability: Variables and Fields
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.
Rich Media
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.
PDF Creation
Create attractive PDF versions of proposals.
Custom Branding
Brand proposals and the application's portal with your company's logos and branding.
Workflow (3)
Document Builder Interface
Easily search for and add elements to a proposal.
Collaborative Creation
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.
Analytics (3)
Engagement Tracking
Track who is looking at proposals and how often or for how long.
Proposal Effectiveness Reporting
Find out which pieces of content are performing best.
Reporting and Dashboards
Access pre-built and custom reports and dashboards on proposal volume and acceptance.
Administration and Platform (6)
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.
CRM Integration
Push and pull data from CRM to build proposals and update statuses with clients.
E-Signature Integration
Couple accepting proposals and signing contracts together in one workflow.
CPQ Integration
Push and pull data from quote applications to build proposals.
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.
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
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.
Bill Generation (3)
Templates
Provide standard invoice templates that can be customized by users
Digital Billing
Ability to convert invoices to digital formats such as PDF
Recurring Billing
Automatically generates invoices at pre-defined time intervals
Bill Processing (3)
Consolidation
Allow users to consolidate multiple invoices into one
Batch Invoicing
Ability to create multiple types of invoices
Management
Manage invoicing for different types of products or services
Integration (6)
Accounting
Provide integration with accounting and financial management software
Payments
Integrates with other payments software
ERP
Deliver integrations with accounting modules of ERP systems
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.
Order Management (4)
Opportunities
Manage open opportunities for new or existing customers.
Order History
Track all open and closed orders by customer, or by product and plan.
Upsell & Cross-sell
Identify opportunities to upsell and cross sell based on product usage.
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
Support (3)
Professional Support
Connects users with professional support teams to troubleshoot and finetune integrations.
Community Support
Provides public user forums for support questions and help.
Documentation
Provides clear, effective documentation for API integrations.
Functionality (3)
Ease Of Integration
Empowers developers to intuitively integrate eSignature functionality for their applications.
API Call Speed
Grants high speed API calls for efficient functionality.
Breadth Of Functionality
Unlocks a wide variety of relevant functionalities such as document encryption, device agnostic document sharing, and more.
Generative AI (1)
AI Text Generation
Allows users to generate text based on a text prompt.
Data Management (3)
Updating
Updates subscription data automatically at predefined time periods that can be customized by users
Data cleansing
Processes and cleans subscription data from multiple sources, automatically or on demand
Integration
Provides integration with subscription billing, subscription management, and other solutions to capture subscription data
Analysis (4)
KPIs
Includes standard KPIs such as monthly recurring revenue (MRR) or customer lifetime value (CLTV)
Dashboards
Dlivers standard dashboards for subscription analysis that can be customized by users
Segmentation
Allows users to analyze subscription data by product, time period, type of contract, etc.
Revenue Optimization
Provides insights that can be used to improve sales and revenue
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 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 - Subscription Analytics (5)
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
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Billing (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input

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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.
A document builder is a software application that is used to create text-based documents.



