servicePath CPQ + Features

Based on 40 servicePath CPQ + reviews and verified by the G2 Product R&D team. Allows users to search, filter, sort and select items to be added to quote

Based on 35 servicePath CPQ + reviews and verified by the G2 Product R&D team. Based on answering questions about customers the configurator automatically selects the best fit products

Based on 39 servicePath CPQ + 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

Based on 40 servicePath CPQ + 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

Images can be displayed of options to enable users to visualize product options as it is being configured 35 reviewers of servicePath CPQ + have provided feedback on this feature.

Based on 38 servicePath CPQ + reviews and verified by the G2 Product R&D team. Ability to support multiple pricing models for one-time, recurring, and other items

Based on 38 servicePath CPQ + 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

Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations 39 reviewers of servicePath CPQ + have provided feedback on this feature.

Based on 29 servicePath CPQ + reviews and verified by the G2 Product R&D team. Ensure that users automatically include the right terms based on items being quoted

Based on 34 servicePath CPQ + reviews and verified by the G2 Product R&D team. Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly

Based on 24 servicePath CPQ + 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

Ability to easily group items on quotes; apply and manage discounts and pricing by group 31 reviewers of servicePath CPQ + have provided feedback on this feature.

Based on 32 servicePath CPQ + reviews and verified by the G2 Product R&D team. Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version

Based on 36 servicePath CPQ + 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)

Based on 27 servicePath CPQ + reviews and verified by the G2 Product R&D team. Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration

Based on 14 servicePath CPQ + reviews and verified by the G2 Product R&D team. Ability to convert accepted quotes into contracts; set up of required assets and contracts

Based on 24 servicePath CPQ + reviews and verified by the G2 Product R&D team. Easily build and maintain configurator; flexibility to easily embed all desired business logic

Based on 24 servicePath CPQ + reviews and verified by the G2 Product R&D team. Can easily build and maintain pricing logic required by business

Based on 20 servicePath CPQ + reviews and verified by the G2 Product R&D team. Easily build and maintain workflows, misc commercial fields, commercial rules

Based on 23 servicePath CPQ + reviews. Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs

Based on 20 servicePath CPQ + 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

End customer users can configure, price, and buy products in a self service environment online

Based on 20 servicePath CPQ + reviews and verified by the G2 Product R&D team. CRM integration is flexible and easy to maintain

Based on 20 servicePath CPQ + reviews and verified by the G2 Product R&D team. System provides API's that can be used to easily integrate to financial and other 3rd party systems

Based on 17 servicePath CPQ + reviews and verified by the G2 Product R&D team. System support multiple currencies and languages to enable business in multiple countries

Based on 22 servicePath CPQ + 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

Based on 22 servicePath CPQ + reviews and verified by the G2 Product R&D team. Easily generate desired reports and dashboard on configurations, pricing, and quoting

ERP integration is flexible and easy to maintain

Ability to create custom quotes based on customer requirements.

Allows users to configure products and revise quotes accordingly.

Provide standard pricing options that can be customized by customer.

Deliver standard contract templates that can be modified by users.

Track contract changes made by all parties during negotiation.

Implement the final version of the contract, including SLAs.

Monitor invoices and payments per product, customer, or contract.

Match invoices with sales orders, quotes, and contracts.

Perform revenue recognition to ensure that pricing or payment terms are accurate.

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