Powertrak CPQ

4.1 out of 5 stars

Powertrak's configure, price, quote (CPQ) technology boosts user adoption, improves engagement, and enhances the overall customer experience. Enriched with mobile extendibility, design products, build quotes, and configure orders on mobile tablets with Powertrak.

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Powertrak CPQ Features

Product Catalog

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

(Based on 7 reviews)
Guided Selling

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

Not enough data available

Configuration Rules

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

(Based on 9 reviews)
Configured Pricing

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

(Based on 8 reviews)
Visual Configuration

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

(Based on 7 reviews)
Ease of Use

Configurator guides users through process visually; no significant training required

(Based on 10 reviews)
Pricing Flexibility

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

(Based on 7 reviews)

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

(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

(Based on 5 reviews)
Terms and Conditions

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

(Based on 5 reviews)
Approval Workflow

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

Not enough data available


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

Not enough data available


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

(Based on 6 reviews)

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

(Based on 5 reviews)
Quote Document Generation

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

(Based on 8 reviews)
Document Customization

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

(Based on 7 reviews)

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

Not enough data available


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

Not enough data available

Configuration Ease of Admin

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

(Based on 7 reviews)
Pricing Administration

Can easily build and maintain pricing logic required by business

Not enough data available

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

Not enough data available

Mobile User Support

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

Not enough data available

Offline Support

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

Not enough data available


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

Not enough data available

CRM Integration

CRM integration is flexible and easy to maintain

(Based on 5 reviews)
Integration API

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

Not enough data available


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

(Based on 6 reviews)

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

Not enough data available

Reporting and Dashboards

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

Not enough data available