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service... Reviews
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[
service... Reviews
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# servicePath CPQ + Features

##### 
## Configuration - cpq (5)

Product Catalog

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

Configuration Rules

Rules ensure that users select only compatible options and that all required items are included

Price Configuration

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

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##### 
## Pricing (6)

Pricing Flexibility

Ability to support multiple pricing models for one-time, recurring, and other items

Discounting

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

Terms and Conditions

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

Renewals

Allows users to renew existing contracts based on contracted pricing and existing assets already owned

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##### 
## Quoting (5)

Grouping

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

Quote Document Generation

Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word)

Ordering

Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration

Contracts

Ability to convert accepted quotes into contracts; set up of required assets and contracts

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##### 
## Admin (4)

Configuration Ease of Admin

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

Workflow Management

Easily build and maintain workflows, misc commercial fields, commercial rules

Document Management

Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs

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##### 
## Channels (2)

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

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##### 
## Platform (6)

CRM Integration

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

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

ERP Integration

ERP integration is flexible and easy to maintain

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##### 
## 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.

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##### 
## 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.

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##### 
## 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.

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##### 
## 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

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[

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4.5/5

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