Quoting
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Smart Product Entry
- Calculate discounts based on Tiers or Term length
- Pre-approve Bundles and Promotions
- Control Price and Quantity
- Automatically calculate recurring and non-recurring values
- Access Contracted Prices and perform upgrades with a single click
Add and configure products based on your business processes in mere seconds.
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Quote & Contract Templates
Use our predefined templates or customize it to fit your needs. Easily display product groups, totals, discounts and relevant language.
- Dynamic Language by transaction type and customer
- Standard & Non-standard Terms library
- Point and Click Template Editor
- Group products & customize tables
- Flexible Template and Quote specific display options
- eSignature integration
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Approvals
Utilize our smart attributes to control discounts and terms inside standard Salesforce approval processes.
- Allow discount flexibility by user or profile
- Automatically approve bundles and contracted prices
- Route approvals based on product category or terms usage
- Watermark and control PDF output
Ready to Start?