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
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.
How well the platform supports images, audio, and video in proposals.
Online Document Creation
Create adaptive online documents for view via browser or mobile device.
Create attractive PDF versions of proposals.
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
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 33 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
(Based on 30 reviews)
Document Builder Interface
Easily search for and add elements to a proposal.
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.
Ability to easily group items on quotes; apply and manage discounts and pricing by group
(Based on 34 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)
Users can customize quote with supporting documents, comments, cover letters for each customer.
Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration
(Based on 31 reviews)
Ability to convert accepted quotes into contracts; set up of required assets and contracts
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
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.
Push and pull data from quote applications to build proposals.
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 19 reviews)
End customer users can configure, price, and buy products in a self service environment online
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
System support multiple currencies and languages to enable business in multiple countries
(Based on 15 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