Powertrak CPQ 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

Enables products to be viewed and configured in two-dimensions.

Enables products to be viewed, configured and interacted with in three-dimensions.

Overlays a 3D representation of the product being configured onto a background captured live by the camera of a phone or tablet.

Places the product inside a computer-generated 3D scene where they can see a 360-degree of the product in its surroundings.

Allows sales representatives and customers to drag features from a menu onto the visualization of the product.

Floor space planning (FSP) visualization tools are optimized for organizing the contents of a room, warehouse or building.

Visual configuration tools often integrate with other tools, most prominently CPQ solutions.

Create sales proposals based on the visual product configurations.

Mapping between the attributes and actions in the nonvisual configuration engine and the attributes of the visualization.

Provide standard options for 3D configuration

Allow users to make changes in real-time

Support drag and drop personalization

Create customizable 360-degree viewers

Include interactive product tours and presentations

Use virtual reality to create immersive experiences

Integrate with multiple e-commerce platforms

Configurators can be embedded on websites

Deliver APIs that can be customized

Provides the ability to generate images from 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