Built-in Features in a CPQ Software

E-signature

E-signature functionality offers a simple way of facilitating and completing a transaction. Get rid of traditional ink-on-paper signatures and reduce the amount of material required to complete a transaction. Your customer doesn’t have to fax documents with handwritten signatures. They can use ‘click-to-sign method’ from any device to complete the signing process. By this method, the signature will be captured in a standard font. So when you send a quote via CPQ software, your customer will get the flexibility to do e-signatures.

Reporting and Analytics

This feature will help you to monitor your company’s growth in terms of revenue. It will deliver timely and actionable information to your sales team. It will help you to analyze valuable data such as quote history. Find out what is the average time required to complete a quote, quote acceptance/rejection rate etc. You can also track and analyze new trends in quotes created and won. All this can help to track your revenue, monitor your sales team’s performance. In short, the ‘reporting and analytics’ feature provides detailed insights about your company’s sales pipeline and performance.

Integration

Configure price quote software has been designed to easily integrate with some of the most popular CRM and accounting systems. So whether you are using Salesforce to meet your CRM needs or QuickBooks for your accounting purpose, you can easily connect it to your CPQ tool. As a result, you can easily incorporate the CPQ tool into your business. The integration will ensure seamless flow of data between two systems. So transfer of information from one system to another is just a mouse click away.

Attachments

When you are sending a quote to the customer, the Configure pricequote solution allow you to add a variety of attachments to the quote. For instance you can attach product collaterals such as brochures that reveal your product portfolio, special discounts etc., which you are offering. You can attach these documents in various formats that include HTML and PDF. The tool also enables you to add video that tell more about your business.