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Description
CPQLite is an efficient Configure, Price, Quote (CPQ) solution that is embedded within Salesforce, aimed at improving the sales workflows for businesses that handle intricate product lines. One of its primary features is:
Product Configuration: This allows sales teams to tailor products or services according to customer specifications while adhering to established business rules and technical limitations.
Accurate Pricing: CPQLite streamlines the enforcement of pricing policies, manages discount approvals, and applies volume-based pricing, which promotes both consistency and profitability.
Quote Generation: The tool facilitates the swift production of flawless quotes that can be shared with clients using customizable templates.
Salesforce Integration: CPQLite integrates effortlessly with Salesforce entities such as Opportunities, Accounts, and Products, simplifying data management for users.
Guided Selling: Through intelligent recommendations, CPQLite assists sales representatives in selecting the most appropriate product configurations and pricing strategies. Additionally, this comprehensive approach helps in accelerating the overall sales cycle, enabling companies to respond to customer needs more effectively.
Description
Quoter is an innovative cloud-based platform designed specifically for managed service providers (MSPs) that streamlines the quote-to-cash process by automating more than 30% of sales tasks. The platform seamlessly integrates with various systems such as PSA, CRM, distributors, payment processors, and accounting software to automatically fill in client, product, and pricing information. It accommodates an unlimited array of configurable line items and bundles, offers volume discounts, supports multi-currency pricing, and accurately calculates taxes and shipping—leveraging tools like Avalara. Additionally, it facilitates e-signatures and payment processing through options such as Stripe, PayPal, and ConnectBooster. Quoter also provides customizable branded templates, product configurators that include optional and single-select items, and distributor pricing that is aware of inventory levels. The platform enhances productivity with features like email tracking, automated follow-ups, manager approval workflows, and detailed cost and margin tracking, all while offering comprehensive reporting capabilities on quotes, margins, users, and product performance. Furthermore, businesses can benefit from its robust analytics to make informed decisions and optimize their sales processes.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Autotask PSA
Avalara
CloudBlue
ConnectWise Cybersecurity Management
HaloPSA
HubSpot CRM
Ingram Micro Cloud
Kaseya BMS
Keap
Mailchimp
Integrations
Autotask PSA
Avalara
CloudBlue
ConnectWise Cybersecurity Management
HaloPSA
HubSpot CRM
Ingram Micro Cloud
Kaseya BMS
Keap
Mailchimp
Pricing Details
$25 USD/user/month
Free Trial
Free Version
Pricing Details
$149 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Solunus Technologies
Founded
2014
Country
United States
Website
solunus.com
Vendor Details
Company Name
ScalePad
Founded
2015
Country
Canada
Website
www.scalepad.com/quoter/
Product Features
CPQ
2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce
Product Features
CPQ
2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce
MSP
Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management