Configure Price Quote module
Simplify Quote Creation for your Partners
Guide your partners through a simple, step-by-step process to configure product bundles and generate accurate, professional quotes.
- Create new quotes by selecting a product, account, and contact.
- Add individual products or services as line items to a quote.
- Easily manage quantities, discounts, and sales prices for each line item.
Reduces quoting errors and ensures consistency by automating your channel’s configuration and pricing process.
Streamline the Approval Workflow
Automate the partners’ quote approval process to speed up sales, eliminate bottlenecks, and control special pricing requests.
- Partners submit quotes for approval in one click.
- System automatically routes quotes through predefined workflow.
- Managers review, approve, reject, or change quotes directly.
Accelerates the sales cycle by providing a clear, automated path for quotes to move from creation to final approval.
Enhance Pricing and Discount Management
Maintain complete control over pricing and discounts by defining and applying rules within the platform.
- Calculates total, net price, and tax automatically.
- Configure discounts: percentage or fixed value per item.
- Create custom price books for different partner types.
Maximizes profitability and ensures pricing consistency across your entire partner ecosystem.
Centralized Quoting and Order Management
Access a centralized dashboard to view, track, and manage all quotes and related sales activities in one place.
- See all quotes, orders, invoices in one place.
- Track quote status: draft, submitted, and approved.
- Export quote data as CSV or XLSX for analysis.
Provides a holistic view of your sales pipeline, enabling you to gain valuable insights and make data-driven decisions.
Seamless Integration with Your CRM
Connect the CPQ application with your existing CRM to ensure a smooth flow of data and a single source of truth for all sales-related activities.
- Sync quotes, products, deals with external CRM.
- Use one interface for all sales activities.
- Consolidate all sales/marketing data for full customer view.
Minimizes data silos and improves collaboration between your internal sales teams and external channel partners.
Dynamic Reporting and Analytics
Generate dynamic reports to gain deep insights into sales performance, identify trends, and optimize pricing and sales strategies.
- Analyze real-time sales results, orders, quotes, and performance.
- Filter data by stage, amount, or expected close date.
- Create and save custom views for vital reports.
Empowers data-driven decision-making by clearly understanding what drives sales performance and revenue.
