Allows users to search, filter, sort and select items to be added to quote
(Based on 334 reviews)
Based on answering questions about customers the configurator automatically selects the best fit products
(Based on 284 reviews)
Rules ensure that users select only compatible options and that all required items are included
(Based on 342 reviews)
Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price
(Based on 356 reviews)
Images can be displayed of options to enable users to visualize product options as it is being configured
(Based on 353 reviews)
Ease of Use
Configurator guides users through process visually; no significant training required
(Based on 407 reviews)
Ability to create and send invoices automatically at predefined or custom frequencies.
(Based on 9 reviews)
Consolidate invoices so customers can make one payment for multiple bills.
Adjust invoices to handle exceptions and correct errors.
Allows users to temporarily or permanently block potential fraudsters.
(Based on 6 reviews)
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
(Based on 340 reviews)
Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations
(Based on 270 reviews)
Terms and Conditions
Ensure that users automatically include the right terms based on items being quoted
(Based on 308 reviews)
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 279 reviews)
Assists users in collecting payments for unpaid invoices.
(Based on 7 reviews)
Manages disputes regarding billing and payments.
Define escalation processes to suspend service for unpaid invoices.
Ability to easily group items on quotes; apply and manage discounts and pricing by group
(Based on 329 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 289 reviews)
Quote Document Generation
Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word)
(Based on 351 reviews)
Users can customize quote with supporting documents, comments, cover letters for each customer.
(Based on 344 reviews)
Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration
(Based on 281 reviews)
Ability to convert accepted quotes into contracts; set up of required assets and contracts
(Based on 311 reviews)
Track the financial performance of various types of packages.
Identify the impact of special pricing and discounts on revenue.
(Based on 11 reviews)
Monitor plan changes such as upgrades and downgrades, or cancellations.
Configuration Ease of Admin
Easily build and maintain configurator; flexibility to easily embed all desired business logic
(Based on 166 reviews)
Can easily build and maintain pricing logic required by business
Easily build and maintain workflows, misc commercial fields, commercial rules
(Based on 149 reviews)
Ability to easily build and maintain quotes, contracts, and other document outputs
Mobile User Support
Supports users working on a mobile devide (phone and/or tablet)
(Based on 223 reviews)
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 207 reviews)
End customer users can configure, price, and buy products in a self service environment online
(Based on 190 reviews)
CRM integration is flexible and easy to maintain
(Based on 156 reviews)
System provides API's that can be used to easily integrate to financial and other 3rd party systems
(Based on 107 reviews)
System support multiple currencies and languages to enable business in multiple countries
(Based on 102 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
(Based on 138 reviews)