servicePath CPQ + Features

Configuration - cpq (5)

Product Catalog: 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
Guided Selling: 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
Configuration Rules: 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
Price Configuration: 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
Visual Configuration: Images can be displayed of options to enable users to visualize product options as it is being configured This feature was mentioned in 35 servicePath CPQ + reviews.

Pricing Flexibility: 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
Discounting: 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
Commerical Rules: Based on 39 servicePath CPQ + 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: 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
Approval Workflow: 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
Renewals: 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

Grouping: Based on 31 servicePath CPQ + reviews. Ability to easily group items on quotes; apply and manage discounts and pricing by group
Version Control: 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
Quote Document Generation: 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)
Ordering: 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
Contracts: 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

Configuration Ease of Admin: 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
Pricing Administration: 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
Workflow Management: 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
Document Management: Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs This feature was mentioned in 23 servicePath CPQ + reviews.

CRM Integration: Based on 20 servicePath CPQ + reviews and verified by the G2 Product R&D team. CRM integration is flexible and easy to maintain
Integration API: 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
Internationalization: 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
Scalability: 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
Reporting and Dashboards: 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: ERP integration is flexible and easy to maintain

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