Configuration

Product Configuration
Configure complex or simple systems containing multiple products and services. Create bills-of-material (BOM) and routings based on configurator choices.
Guided Selling
Lead your users to the optimal products and options based on customer needs. Promote product upsells and cross-sells.
Rules-Driven Search
Present users with only those products that are appropriate to their region, business unit, or quoting scenario.

Pricing

Pricing
Price complex products based on features and options. Ensure 100% quote and order price accuracy with automated pricing rules and validations.
Discounting
Apply customer, channel, volume, and product-specific discounts. Enforce margin discipline on manual discounts.
Workflow Approvals
Route orders for review and approval. Ensure commercial viability and eliminate approval bottlenecks with automated workflow.

Quoting

Proposal Management
Create, customize, and brand proposals for your sales reps and channel partners. Present professional, accurate documents to customers in seconds.
eSignature
Eliminate paper-based quoting, faxing, and scanning. Enable customers to sign online and close the deal faster.
Order Execution
Generate orders in one click by converting quotes. Submit orders for execution real-time to your choice of the 20 most popular ERP systems.
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