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
(Based on 25 reviews)
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
Ease of Use
Configurator guides users through process visually; no significant training required
Customizability: Variables and Fields
Define fields to pull in dynamic information.
Template Creation and Flexibility
Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.
(Based on 62 reviews)
How well the platform supports images, audio, and video in proposals.
(Based on 51 reviews)
Online Document Creation
Create adaptive online documents for view via browser or mobile device.
(Based on 57 reviews)
Create attractive PDF versions of proposals.
(Based on 60 reviews)
Brand proposals and the application's portal with your company's logos and branding.
Ability to support multiple pricing models for one-time, recurring, and other items
(Based on 34 reviews)
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
(Based on 23 reviews)
Terms and Conditions
Ensure that users automatically include the right terms based on items being quoted
Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly
Allows users to renew existing contracts based on contracted pricing and existing assets already owned
Document Builder Interface
Easily search for and add elements to a proposal.
(Based on 55 reviews)
Multiple users can edit a single document.
Assembly and Approval Workflows
Automate workflows by routing documents to the correct individuals for adding content and approval.
(Based on 56 reviews)
Ability to easily group items on quotes; apply and manage discounts and pricing by group
(Based on 29 reviews)
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
Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word)
(Based on 35 reviews)
Users can customize quote with supporting documents, comments, cover letters for each customer.
(Based on 36 reviews)
Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration
(Based on 28 reviews)
Ability to convert accepted quotes into contracts; set up of required assets and contracts
(Based on 27 reviews)
Track who is looking at proposals and how often or for how long.
Proposal Effectiveness Reporting
Find out which pieces of content are performing best.
Reporting and Dashboards
Access pre-built and custom reports and dashboards on proposal volume and acceptance.
Configuration Ease of Admin
Easily build and maintain configurator; flexibility to easily embed all desired business logic
Can easily build and maintain pricing logic required by business
(Based on 19 reviews)
Easily build and maintain workflows, misc commercial fields, commercial rules
Ability to easily build and maintain quotes, contracts, and other document outputs
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Alerts and Notifications
Program in-app and email notifications for approval milestones or actions.
Push and pull data from CRM to build proposals and update statuses with clients.
Couple accepting proposals and signing contracts together in one workflow.
API / Integrations
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.
(Based on 44 reviews)
Push and pull data from quote applications to build proposals.
(Based on 41 reviews)
Mobile User Support
Supports users working on a mobile devide (phone and/or tablet)
Provides ability to enable sales rep to use Configure, Price and Quote while disconnected from the internet
Channel Partner Support
Provides functionality for channel partners to configure, price, quote and buy products in a self service environment
(Based on 22 reviews)
End customer users can configure, price, and buy products in a self service environment online
(Based on 13 reviews)
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
(Based on 11 reviews)
System support multiple currencies and languages to enable business in multiple countries
(Based on 6 reviews)
Performance and Reliability
System is consistently available (uptime) and system's speed doesn't impact productivity
Provides ability for very large quotes, number of products, users, rules, required by enterprize level customers
Reporting and Dashboards
Easily generate desired reports and dashboard on configurations, pricing, and quoting