Threekit 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

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)

Easily build and maintain configurator; flexibility to easily embed all desired business logic

Can easily build and maintain pricing logic required by business

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

Manage, organize, and store contact information

Track products that are for sale at a reduced price or part of coupon promotions

Create and manage digital catalog of products/services with their details, specifications, and price

Track and manage the profit margin between the cost of a product and its selling price.

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

Conversations enacted through embedding or pop-ups on websites.

Conversations enacted through voice assistants.

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

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

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Set up connections to third-party platforms to improve business processes

Mapped-out responses for conversations.

Artificial intelligence (AI) and chatbot involvement.

Use AI to generate content in the form of text, images, videos, etc.

Creation and modification of customer profiles based on conversations.

Capture and organization of leads from conversations.

View and track pertinent metrics to find patterns and gain insights from data

Offers a chatbot to initiate and carryout inital conversations with prospects and leads.

Automatically calculates which leads are the most likely to become a customer.

Manages sales opportunities through their full lifecycle from lead to order, tracking stages, values, and close probabilities across pipelines by individual rep, team, region, and company-wide

Automates the entry of collected data.

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.

Set up connections to third-party platforms to improve business processes

Store, manage, and track all electronic documents in a centralized location

Manage, organize, and store contact information

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Define, track, and/or automate sales activities and sales processes

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.

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.

Configure products according to pre-defined rules and/or constraints

Graphical representation of data

Visualize products in real time, as they are configured

Integrate with existing ERP systems

Provide standard options for 3D configuration

Allow users to make changes in real-time

Create customizable 360-degree viewers

Include interactive product tours and presentations

Integrate with multiple e-commerce platforms

Configurators can be embedded on websites

Deliver APIs that can be customized

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Use AI to generate content in the form of text, images, videos, etc.

Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior

Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Software program that continuously adjusts its behavior based on observed data

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Train your system to interpret and transcribe voice messages

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Generates and edits text using machine learning

Caters to sales teams

Automate processes to manage leads, contacts, opportunities and sales activities

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Predict future data based on historical data sets

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Adjust communications based on previous interactions or personal preferences

View and track pertinent metrics to find patterns and gain insights from data

A collection of customer information such as contact details, demographics, previous interactions, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Customize data fields to support various needs and use cases

Application programming interface that allows for integration with other systems/databases

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Product suggestions provided to users based on past behavior and relevant data, such as browsing and purchasing history

Route and distribute your leads to third party buyers

Import and export data to and from software applications

Receive data and information in real time

Score a lead on their quality or likelihood to buy based on certain behaviors

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Automatically identify and save contact information of potential customers

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Predefined actions automatically performed on the occurance of specific events

AI-based platform which conducts a conversation via auditory or textual methods

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

A collection of customer information such as contact details, demographics, previous interactions, etc.

Gauge satisfaction and receive information for improvement and success

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Tracks metrics that provide insight into how a user interacts with any interface or product

Application programming interface that allows for integration with other systems/databases

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track products that are for sale at a reduced price or part of coupon promotions

Representation of any object in 3D

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

For use by customers

Calculate rule-based prices for a product/service

Reports specific to sales analysis for trends and strategies

Present a catalog of inventory that customers can view

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Store, manage, and track all electronic documents in a centralized location

An online catalog of inventory that customers can view

Material list of manufacturing parts and associated costs

Capture, organize and track product-specific data and information in a centralized location

Define levels of authorization for access to specific files or systems

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Generate quotes or estimates for customers

Create and manage digital catalog of products/services with their details, specifications, and price

Track and manage the profit margin between the cost of a product and its selling price.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Track revisions and updates made to files and navigate between different versions

Identify component attributes like servers, hardware, software, and manage relationships across all services

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

Automate processes to manage leads, contacts, opportunities and sales activities

Usage of documents or items within a specific organization

Store and manage 3D digital assets

Assemble applications and processes by dragging over and arranging pre-built components

Calculate rule-based prices for a product/service

Graphical representation of data

It is a logic or a condition that executes business rules in a runtime production environment

Receive data and information in real time

Generate quotes or estimates for customers

A record of all activities within the system, including user access, changes made, etc.

Assemble applications and processes by dragging over and arranging pre-built components

Define levels of authorization for access to specific files or systems

Automate processes to manage leads, contacts, opportunities and sales activities

Store and organize documents in a centralized system

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Customize the specifications of a finished product to meet the particular needs of a customer

Online portal through which end users can access the system, manage tasks, or obtain information

Material list of manufacturing parts and associated costs

Use AI to generate content in the form of text, images, videos, etc.

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns