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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
TurboQuote is an integrated Configure, Price, Quote (CPQ) solution within the TurboDocx platform, designed to help sales teams swiftly generate precise and professional quotes by merging product configuration, pricing management, and document creation into one seamless workflow. This solution empowers users to oversee product catalogs, incorporating configurable options, bundles, and dependency rules to ensure that only valid combinations of products are available during the quoting phase. It features price books that accommodate various pricing structures tailored to different customer segments, geographic regions, or sales channels, automatically applying the appropriate pricing to each quote, which significantly minimizes manual calculations and potential errors. Once the configuration is complete, quotes can be rapidly produced as branded PDF documents, ensuring a uniform and professional appearance across all sales documentation. Additionally, TurboQuote enhances efficiency by fully integrating with document automation and e-signature tools found in TurboDocx, thereby streamlining the entire process from quote to proposal. This integration not only saves time but also helps maintain a high level of accuracy throughout the sales process.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
TurboDocx
Pricing Details
$25 USD/user/month
Free Trial
Free Version
Pricing Details
$10 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
TurboDocx
Founded
2022
Country
United States
Website
www.turbodocx.com/products/turboquote
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
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management