Atlatl QuoteBooks

Atlatl QuoteBooks

4.3
(26)
Optimized for quick response

The QuoteBooks product suite is the only platform that leverages NextGen Visual CPQ, Augmented Reality, and Smart-Solution selling to empower manufacturers and distributors to quickly create, quote and track configurations based on their specific engineering rules

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Atlatl QuoteBooks Features

Configuration

Product Catalog

Allows users to search, filter, sort and select items to be added to quote

88%
(Based on 13 reviews)

Guided Selling

Based on answering questions about customers the configurator automatically selects the best fit products

86%
(Based on 6 reviews)

Configuration Rules

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

80%
(Based on 10 reviews)

Configured Pricing

Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price

82%
(Based on 13 reviews)

Visual Configuration

Images can be displayed of options to enable users to visualize product options as it is being configured

88%
(Based on 12 reviews)

Ease of Use

Configurator guides users through process visually; no significant training required

89%
(Based on 16 reviews)

Visual Configuration

2D Visualizations

Enables products to be viewed and configured in two-dimensions.

Not enough data available

3D Visualizations

Enables products to be viewed, configured and interacted with in three-dimensions.

Not enough data available

CAD Visualizations

Generate a CAD diagram using the features selected in a product configuration.

Not enough data available

AR Visual Configuration

Overlays a 3D representation of the product being configured onto a background captured live by the camera of a phone or tablet.

Not enough data available

VR Visual Configuration

Places the product inside a computer-generated 3D scene where they can see a 360-degree of the product in its surroundings.

n/a

Drag-and-Drop Functionality

Allows sales representatives and customers to drag features from a menu onto the visualization of the product.

Not enough data available

Floor Space Planning (FSP)

Floor space planning (FSP) visualization tools are optimized for organizing the contents of a room, warehouse or building.

Not enough data available

APIs and Integrations

Visual configuration tools often integrate with other tools, most prominently CPQ solutions.

Not enough data available

Proposal Generation

Create sales proposals based on the visual product configurations.

Not enough data available

Configuration Rule Mapping

Mapping between the attributes and actions in the nonvisual configuration engine and the attributes of the visualization.

Not enough data available

Pricing

Pricing Flexibility

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

77%
(Based on 15 reviews)

Discounting

Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements

100%
(Based on 6 reviews)

Commerical Rules

Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations

77%
(Based on 10 reviews)

Terms and Conditions

Ensure that users automatically include the right terms based on items being quoted

89%
(Based on 15 reviews)

Approval Workflow

Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly

79%
(Based on 7 reviews)

Renewals

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

88%
(Based on 7 reviews)

Quoting

Grouping

Ability to easily group items on quotes; apply and manage discounts and pricing by group

87%
(Based on 13 reviews)

Versioning

Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version

87%
(Based on 9 reviews)

Quote Document Generation

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

85%
(Based on 14 reviews)

Document Customization

Users can customize quote with supporting documents, comments, cover letters for each customer.

79%
(Based on 11 reviews)

Ordering

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

82%
(Based on 10 reviews)

Contracts

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

81%
(Based on 8 reviews)

Admin

Configuration Ease of Admin

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

76%
(Based on 7 reviews)

Pricing Administration

Can easily build and maintain pricing logic required by business

86%
(Based on 6 reviews)

Workflow Management

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

Not enough data available

Document Admin

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

83%
(Based on 6 reviews)

Channels

Mobile User Support

Supports users working on a mobile devide (phone and/or tablet)

91%
(Based on 11 reviews)

Offline Support

Provides ability to enable sales rep to use Configure, Price and Quote while disconnected from the internet

65%
(Based on 9 reviews)

Channel Partner Support

Provides functionality for channel partners to configure, price, quote and buy products in a self service environment

63%
(Based on 5 reviews)

eCommerce

End customer users can configure, price, and buy products in a self service environment online

Not enough data available

Platform

CRM Integration

CRM integration is flexible and easy to maintain

Not enough data available

Integration API

System provides API's that can be used to easily integrate to financial and other 3rd party systems

Not enough data available

Internationalization

System support multiple currencies and languages to enable business in multiple countries

Not enough data available

Performance and Reliability

System is consistently available (uptime) and system's speed doesn't impact productivity

73%
(Based on 5 reviews)

Scalability

Provides ability for very large quotes, number of products, users, rules, required by enterprize level customers

70%
(Based on 5 reviews)

Reporting and Dashboards

Easily generate desired reports and dashboard on configurations, pricing, and quoting

81%
(Based on 7 reviews)