Once the pricing is done, the system assits the user in the generation of the best quote based on pre-defined templates. It also allows for saving the quote into different formats for easy accessibility. The Quote process also supports multiple reviews to make it more accurate with no compromises.
Quote creation is done with the click of a button. The quote is well-formatted and is updated with the CRM integrated with the CPQ. The automatic quote created includes all the tables, charts and graphics.
The quote thus available in CRM can keep the Forecast up to date.
Communications with the customer are handled in a consistent manner without missing any details. The system allows business users to create templates, and to attach other supplements like brochures, datasheets or specifications. The system allows business uesrs to send the completed quotation to the customer and track the event,s like the time when they received and reviewed them.
The system seamlessly integrates with Salesforce and other CRMs. This enables the data to be available within the screens of the external system that includes the interfaces in the mobile devices.
The system also supports offline devices, wherein the relevant data has been downloaded, and the updates may be synced later.
Complex Qoutes need to be reviewed multiple times. These revisions would have several versions as the sales team negotiates and updates the quotes. All the versions of the quote are available in the system and the data may be reviewed by keeping them side by side and comparing them.