Powertrak CPQ tools enable automation and creation of the quotes, pricing and services from one location ensuring speed and accuracy in the processes. Deal cycles are reduced by supporting sales reps with automated suggestions on products and pricing and for up-sell, cross-sell opportunities.

Powertrak also includes tools that support dealer networks, in addition to secure access for omni-channel selling. It integrates with the leading ERP/CRM systems such as Microsoft Dynamics, Salesforce, Netsuite and more.

The Powertrak CPQ suite includes Visual Product configurators 2D and 3D,Guided Selling, Virtual Reality Configurator, Quoting and Pricing management, and Recurring Revenue management and portals.

Configure One covers from sale to production process. It guides the user through the configuration process and its visualization options allow the customer to see what their configuration looks like in real-time as each option is selected. Configure One provides seamless CPQ integration for Salesforce. Its integration ties directly into the Salesforce interface for opportunities and Salesforce customer data is sent to Configure One to automatically populate quote data. Configure One’s document creator also includes configured specification sheets and order invoices. Configure One provides all of the tools needed to move the entire sales process into a single application.

Configure One CPQ integrates seamlessly with the other business systems, preventing data synchronization issues, and eliminating double-entry and other manual processes.

DigiFabster’s Quoting tool enables routing of customers all the way from quote to checkout, using automated triggers. It provides data science powered tools for analysing the CAD files and assessing and providing instant feedback on manufacturability. The platform also provides generation of invoices, purchase orders and packing lists and enables online payment.

DigiFabster’s CRM tool enables customer and project management and communication with clients and keeps them updated all through the quote to order and delivery process.

KBMax provides tools for rules based product configuration and integration with other business processes enabling manufacturing teams with consistency and control over the business systems. Automated proposals feature enables control over the look-and-feel of the quote document with facility to include product images and logos and other information.

KBMax can also be implemented on the Cloud enabling scaling. It can be deployed on the Cloud without any additional hardware requirements, and is provided with the Security features for enabling safety of Intellectual property.

Oracle CPQ Cloud includes a configurator that allows users to configure complex or simple solutions containing multi-products and services. It automatically applies consistent pricing and discounting rules and keeps pace with changing pricing strategies. Oracle CPQ cloud empowers sales reps and channel partners to quickly generate accurate and professional proposals statements of work and legal contracts. It enables them to easily create and manage dynamic templates, content and terms and conditions libraries. It allows collaboration across sales, services and engineering teams on quotes and scope of work documents. Oracle CPQ cloud order management module allows users to convert quotes into orders with a single click and prevents errors by validating order date with business rules. It optimizes the sales process, reducing cycle times while increasing overall margins.

The solution allows us to generate branded quotes and proposals based on defined pricing models and business rules. Sales teams can sell anywhere and from any device using Oracle CPQ. It allows users to customize professional-looking and accurate documents to match customers' needs. The e-signature eliminates the problem of paper-based quoting, scanning, and faxing. It enables customers to sign quotes online and helps to close deals faster.

The primary features include quote and proposal, product sourcing, workflow automation and sales reporting. It allows users to create proposal presentations from pre-built templates, in which they can enter product information, pricing, agreements and more details.

With ConnectWise, Sell users can attach supporting documents, store credit card information, capture e-signatures, update their customer relationship management (CRM) system and create interactive video proposals. ConnectWise Sell also provides a portal that users can use to contact their clients. The business intelligence feature provides sales analytics with supplier, product line, revenue and other reports. Users can customize their reporting dashboard.

SAP CPQ is AI driven enabling automated, error free quotes helping sales reps to access through channels of their choice, enabling speed in generating large and complex proposals and supporting customer and channel specific pricing. It also enables cross and up-selling while protecting margins.

SAP CPQ key benefits include speed in complex quote generation, business insights without requiring technical expertise through embedded AI recommendations, self-learning sales price optimization processes, and streamlining of business processes with unified quote-to-cash functionality.

Verenia CPQ is designed to handle simple to highly complex product and pricing configurations across all sales channels. With its robust rules engine, it provides guided selling and helps sellers cross-sell and up-sell different products and services to increase sales and improve customer relations. Managing product margins, discounts and quote prices for different products and services, across all channels is effortless with Verenia.

Verenia CPQ interface is designed in such a way that the product team can view sales activities, enter price quotes, send sales proposals, and confirm product orders using any device. The interface allows product managers to edit product data and make changes to the pricing details. Verenia CPQ has user access controls that allow role-based access to product designs and pricing details. The tool provides a drag and drop configuration designing tool for eCommerce players that allows customers to personalize the product as per their requirements.

Tacton CPQ features include automated generation of proposals along with the supporting documentation, thus quickening the quotation process. Tacton is available on iOS.

Quotewerks leverages data already available from the other applications in use, in whatever format, and eliminates the need for manual entries. It comes with real-time bundling features based on items commonly sold together, auto-population of ‘essential-to-add’ items into the quote, and allows for comparison of earlier prices, before arriving at the final price.

The review feature enables eliminating errors before the quote reaches the customer. The look-and-feel of the quote document can be chosen from existing templates. The quote delivery can be chosen by the customer with options for on-line electronically delivered signed documents and payments system enabled.

It helps to safely complete jobs on the first in-person or virtual visit, get jobs done faster with step-by-step guided flows, automatically schedule the right person for the right jobs, and access data online and offline with the field service app. It helps with stronger customer engagement giving the customers all the info they need in real time, like when their mobile worker will be there, who to expect, and how long the appointment might take.

Some of its features are increasing in productivity, on and offline, using a flexible field service solution, create work orders from any case, fast, optimize schedules and intelligently assign jobs, equip the team with AI-powered scheduling, resource optimization, guided safety protocols, van inventory, knowledge articles, and more.

Agiloft automates the workflows by initiating, executing, and monitoring contractual agreements. Implementing a contract management system helps companies in purchase savings, enables more efficient sales cycles and drastically lowers compliance risk.

Agiloft's CLM comes with fully customizable functionality for buy and sell-side contract management including repository and templates, clause library, flexible approval workflows, built-in AI, security and compliance safeguards, automated notifications and seamless integration with existing systems.

The workflow rules defined in ConnectWise Manage cover all areas of the business, from sending targeted marketing campaigns, to tracking service delivery through service level agreements, to invoice creation and financial management. The app can be used for help desk and ticket management, project management, time tracking, customer relationship management, cloud application management, monitoring and billing, technician dispatching, asset tracking, billing and invoicing, procurement, inventory management and more.

ConnectWise Manage offers a solution to streamline IT, with automation options for incident management, availability management, request management, service-level management, service reporting, service asset and configuration management, and knowledge management. The customizable dashboards and reporting tools give detailed insight into all your most critical KPIs. ConnectWise Manage also comes as a mobile app for dealing with service requests and access data on-the-go.

The primary features include quote and proposal, product sourcing, workflow automation and sales reporting. It allows users to create proposal presentations from pre-built templates, in which they can enter product information, pricing, agreements and more details.

With ConnectWise, Sell users can attach supporting documents, store credit card information, capture e-signatures, update their customer relationship management (CRM) system and create interactive video proposals. ConnectWise Sell also provides a portal that users can use to contact their clients. The business intelligence feature provides sales analytics with supplier, product line, revenue and other reports. Users can customize their reporting dashboard.

Its features include reusable templates to save time, ability to send one or more documents together, audit trail, bulk sending for e-signatures, generating a document link to email and to integrate into applications already in use and much more.

Siebel CRM enables businesses to maximize the growth of their top and bottom line and deliver exceptional experiences to their customers across all channels, touchpoints, and devices. It provides users with a vast range of sales, marketing and customer service capabilities and tools that are designed to fit the best practices.

Siebel CRM provides transactional, analytical, and engagement tools and capabilities to help users get the job done. Its capabilities are rooted in sales force automation, it is also able to support conventional processes including managing marketing campaigns and tickets, performing sales collaboration, capturing quotes and orders, rolling out loyalty programs, handling events, setting up a help desk, and offering customers self-service, to name some.