Configure Price Quote module
Simplify Quote Creation for your Partners
Guide your partners through a simple, step-by-step process to configure product bundles and generate accurate, professional quotes.
- Create new quotes by selecting a product, account, and contact.
- Add individual products or services as line items to a quote.
- Easily manage quantities, discounts, and sales prices for each line item.
Reduces quoting errors and ensures consistency by automating your channel’s configuration and pricing process.
Streamline the Approval Workflow
Automate the partners’ quote approval process to speed up sales, eliminate bottlenecks, and control special pricing requests.
- Partners can submit quotes for approval in a single click.
- The system automatically routes the quote through a predefined approval workflow.
- Managers can review, approve, reject, or request changes to a quote directly from the platform.
Accelerates the sales cycle by providing a clear, automated path for quotes to move from creation to final approval.
Enhance Pricing and Discount Management
Maintain complete control over pricing and discounts by defining and applying rules within the platform.
- The system automatically calculates total sales price, net price, and tax based on the line items and discounts applied.
- Configure discounts as a percentage or a fixed value for each line item.
- Create customized price books with different prices for various partner types, such as resellers or affiliates.
Maximizes profitability and ensures pricing consistency across your entire partner ecosystem.
Centralized Quoting and Order Management
Access a centralized dashboard to view, track, and manage all quotes and related sales activities in one place.
- View a comprehensive list of all quotes, sales orders, and invoices in a single interface.
- Track the status of each quote, from draft to submission and approval.
- Export quote data in CSV or XLSX formats for further analysis or integration with other systems.
Provides a holistic view of your sales pipeline, enabling you to gain valuable insights and make data-driven decisions.
Seamless Integration with Your CRM
Connect the CPQ application with your existing CRM to ensure a smooth flow of data and a single source of truth for all sales-related activities.
- Synchronize quotes, products, and deal data with your external CRM system.
- Leverage a single interface to manage both internal and external sales activities.
- Consolidate all sales and marketing data in one location, giving your teams a complete view of every customer interaction.
Minimizes data silos and improves collaboration between your internal sales teams and external channel partners.
Dynamic Reporting and Analytics
Generate dynamic reports to gain deep insights into sales performance, identify trends, and optimize pricing and sales strategies.
- Analyze sales results in real-time for multi-level campaigns, sales orders, quotations, and sales staff performance.
- Filter data by various criteria, such as sales stage, amount, or expected close date, to narrow your focus.
- Create and save custom views to quickly access the reports that matter most to your business.
Empowers data-driven decision-making by clearly understanding what drives sales performance and revenue.
