Self-Service or Fully Managed It's Your Choice
Embrace the flexibility of our CPQ solution by either taking the reins yourself (SaaS) or opting for our fully managed service (MSaaS). Either way, you retain complete visibility and control over your quoting process.
With MSaaS we configure and manage everything on your behalf, ensuring hands-free operational management and allowing the business to focus on business - we act as an extension to your team and Rev / Sales Ops functions. Our customers experience unparalleled flexibility, speed of execution, control, and peace of mind and leverage expertise from over 20 years of CPQ experience.
Whether you're looking to handle configurations in-house via self-service or prefer our experts to fully manage all configuration changes on your behalf, our platform is designed to streamline complex quoting processes and maximize profitability—all while keeping you firmly in control.
Easy Quoting Wizard
for Streamlined
Accuracy
Simplify and accelerate sales cycles with our fully customizable quoting wizard. Configure quotes with intuitive business rules and guardrails that ensure you can stand behind every proposal with complete confidence.
- Multi-Product Support: Handle multiple product lines and pricing methods without breaking a sweat.
- Channel Partner Quotations: Enable your channel partners to generate quotes effortlessly, boosting collaboration and expanding your reach.
- Seamless Integrations: Automatically sync data in real-time with your enterprise applications for a frictionless quoting lifecycle.
- Flexible Document Output: Generate quotes in a variety of formats, complete withc multiple stationery options tailored to product lines or specific partners.
- Enhanced Control: Empower super users to make special quote adjustments while maintaining consistency and accuracy.
Accurate, Flexible Pricing
Eliminate pricing errors and boost your sales team's productivity with real-time, precise calculations.
- Complex Pricing & Discounting: Handle tiered rates, volume discounts, and special pricing scenarios with ease.
- Multicurrency Support: Seamlessly quote in different currencies for global transactions.
- Tax Automation: Automatically apply the correct tax rules, improving accuracy and compliance.
Configurable Approval Flows for Faster Deal Closure
Take command of your deal pipeline with advanced approval workflows designed to fit your organizational structure.
- Parallel, Sequential, or Floating Steps: Adapt the approval process to match your team's unique hierarchy and decision-making style.
- Email Approvals: Approve or reject quotes from anywhere, directly from your inbox, ensuring speedy turnaround times.
Margin Calculator for Profitable Deals
Never leave profitability to chance again. Our built-in margin calculator ensures you stay on track to meet and exceed financial targets.
- Automatic Margin Calculations: Eliminate guesswork with pre-set defaults for more accurate quotes.
- “What-If” Analysis: Quickly see the impact of different discount structures before finalizing.
- Maintain Pricing Discipline: Keep your profit margins strong and consistent across varied quotes.
- Approval Based on Margins: Trigger specific approval steps when margins fall below threshold to protect profitability.
- Fast Approvals for Standard Deals: Streamline quoting for everyday, routine deals with minimal approval overhead.
Renewal Module for Ongoing Revenue Management
Effortlessly manage quotes nearing expiry and consolidate deals for smooth, hassle-free renewals.
- Automatic Renewal Notifications: Receive timely alerts for upcoming renewals, so no deal slips through the cracks.
- Recast or Extend Existing Quotes: Quickly update current quotes to reflect new terms, pricing, or product options as contracts approach renewal.
- Quote Consolidation: Combine multiple expiring or related quotes and co-terminate them for easier, unified management.
- Operational Simplification: Save time and reduce administrative overhead by aligning contract renewal dates across products, services, and regions.
Dedicated Terms & Conditions Module
Stay compliant and reduce risk with a centralized, version-controlled Terms & Conditions engine.
- Automatic Version Management: Maintain a clear history of changes, ensuring full compliance with company policies.
- Export Controls: Simplify international transactions by automating region-specific restrictions and documentation.
Comprehensive Commercial Catalogue
Centralize your offerings in a single source of truth, simplifying how you manage and sell products and services.
- Product Catalogue: Store all products, services, product lifecycle and related attributes in one easy-to-search repository.
- Product Configuration Rules: Define how different products and options can be combined for quick, error-free quoting.
- Pricing Rules & Approvals: Maintain base prices, volume discounts, and approvals for seamless pricing updates.
- Product Lifecycle: Easy to manage End of Life and End of Suyp.
Operational Reporting for Data-Driven Decisions
Transform quote data into actionable insights. Our reporting tools help you pinpoint bottlenecks, identify opportunities, and improve processes.
- Quote Volumes: Track the number of quotes generated over time.
- Discount Trends: Analyze how discounts impact your margins.
- Dwell Times: Discover where delays occur and optimize the quoting process.
- Margin Analysis: Drill into profitability figures by product line, region, or sales rep.
Enterprise-Grade Security
Safeguard sensitive information and give your customers peace of mind with multiple layers of protection.
- MFA Authentication: Enforce multi-factor authentication to prevent unauthorized access.
- SSO Integration: Seamlessly connect with Azure Entra ID, Google Workspaces, or any OIDC-based IdP.
- Data Encryption: Encrypt your data at rest and in transit, with the option to keep select sensitive fields encrypted at all times.