XaitCPQ Features

Configuration - cpq (5)

Product Catalog: Based on 28 XaitCPQ 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 21 XaitCPQ 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 32 XaitCPQ 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 33 XaitCPQ 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 16 reviewers of XaitCPQ have provided feedback on this feature.

Pricing Flexibility: Based on 30 XaitCPQ 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 30 XaitCPQ 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: Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations This feature was mentioned in 29 XaitCPQ reviews.
Terms and Conditions: Based on 26 XaitCPQ 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 21 XaitCPQ 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 13 XaitCPQ 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 22 XaitCPQ reviews and verified by the G2 Product R&D team. Ability to easily group items on quotes; apply and manage discounts and pricing by group
Version Control: Based on 20 XaitCPQ 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 30 XaitCPQ 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 20 XaitCPQ 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 15 XaitCPQ 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 17 XaitCPQ 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: Can easily build and maintain pricing logic required by business This feature was mentioned in 16 XaitCPQ reviews.
Workflow Management: Based on 10 XaitCPQ reviews and verified by the G2 Product R&D team. Easily build and maintain workflows, misc commercial fields, commercial rules
Document Management: Based on 13 XaitCPQ reviews and verified by the G2 Product R&D team. Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs

Mobile User Support: Based on 14 XaitCPQ reviews and verified by the G2 Product R&D team. Supports users working on a mobile devide (phone and/or tablet)
Channel Partner Support: Based on 12 XaitCPQ 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
eCommerce: End customer users can configure, price, and buy products in a self service environment online

CRM Integration: Based on 15 XaitCPQ reviews and verified by the G2 Product R&D team. 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: Based on 10 XaitCPQ reviews. System support multiple currencies and languages to enable business in multiple countries
Scalability: Based on 16 XaitCPQ 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: 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