Features
Top Performing Features
Pricing rules
Determines price based on rules and hierarchies. Rules may consider customer demographics, availability, and/or product configuration.
Category average: 8.7
Quote sharing/sending
Salespeople can share quotes and quote details with customers, via email, a customer portal, a personalized URL, or some other means.
Category average: 8.9
Configuration options
Supports a robust, comprehensive level of detail around configuration options, including product features, services, quantity, etc. Options take into account availability and compatibility of selections.
Category average: 8.5
Guided selling/Sales portal
Provides salespeople with tips, recommendations, or question sequences to help with product configuration and quoting, and/or to assist with cross-sell and upsell.
Category average: 8
CPQ
Features related to configuring and pricing products and delivering quotes to customers.
Quote sharing/sending
Salespeople can share quotes and quote details with customers, via email, a customer portal, a personalized URL, or some other means.
Category average: 8.9
Product configuration
Allows users to configure products and services by selecting bundles, constraints, options, preferences, etc.
Category average: 8.6
Configuration options
Supports a robust, comprehensive level of detail around configuration options, including product features, services, quantity, etc. Options take into account availability and compatibility of selections.
Category average: 8.5
Pricing rules
Determines price based on rules and hierarchies. Rules may consider customer demographics, availability, and/or product configuration.
Category average: 8.7
Guided selling/Sales portal
Provides salespeople with tips, recommendations, or question sequences to help with product configuration and quoting, and/or to assist with cross-sell and upsell.
Category average: 8
CPQ-CRM integration
Integrates to the company’s CRM to update the customer record.
Category average: 9.2