CallidusCloud CPQ

(37)
4.0 out of 5 stars

CallidusCloud’s CPQ (Configure, Price, Quote) maximizes deal revenue, protects margin and generates a professional proposal in seconds.

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Categories

CallidusCloud CPQ Features

Configuration
Product Catalog

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

n/a
Guided Selling

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

77%
(Based on 15 reviews)
Configuration Rules

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

84%
(Based on 22 reviews)
Configured Pricing

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

86%
(Based on 21 reviews)
Visual Configuration

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

84%
(Based on 22 reviews)
Ease of Use

Configurator guides users through process visually; no significant training required

88%
(Based on 24 reviews)
Pricing
Pricing Flexibility

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

83%
(Based on 21 reviews)
Discounting

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

84%
(Based on 21 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

81%
(Based on 20 reviews)
Terms and Conditions

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

84%
(Based on 20 reviews)
Approval Workflow

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

81%
(Based on 18 reviews)
Renewals

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

78%
(Based on 11 reviews)
Quoting
Grouping

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

78%
(Based on 16 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

77%
(Based on 18 reviews)
Quote Document Generation

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

80%
(Based on 21 reviews)
Document Customization

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

82%
(Based on 20 reviews)
Ordering

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

79%
(Based on 14 reviews)
Contracts

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

76%
(Based on 14 reviews)
Admin
Configuration Ease of Admin

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

69%
(Based on 13 reviews)
Pricing Administration

Can easily build and maintain pricing logic required by business

69%
(Based on 13 reviews)
Workflow Management

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

72%
(Based on 9 reviews)
Document Admin

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

76%
(Based on 12 reviews)
Channels
Mobile User Support

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

81%
(Based on 11 reviews)
Offline Support

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

82%
(Based on 9 reviews)
Channel Partner Support

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

77%
(Based on 9 reviews)
eCommerce

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

82%
(Based on 9 reviews)
Platform
CRM Integration

CRM integration is flexible and easy to maintain

82%
(Based on 11 reviews)
Integration API

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

72%
(Based on 10 reviews)
Internationalization

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

80%
(Based on 6 reviews)
Performance and Reliability

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

75%
(Based on 13 reviews)
Scalability

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

81%
(Based on 14 reviews)
Reporting and Dashboards

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

70%
(Based on 9 reviews)
Categories