Average Ratings 11 Ratings

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Description

You can create proposals, quotes, and contracts in ZERO CLICKS. Drag the opportunity card from CRM to Sales Documents. That's it! It can be used with major CRMs like Close.com, Hubspot and Pipedrive. DocSales: (1) Use Google Docs as a Document Template Editor to complete personalization (2) Create a new document with the Google Docs Template + CRM opportunity 100% automatically. (3) Encrypt the document and send it to your customer to eSign it (DocSales eSign or Docusign). (4) Keep track of their openings. (5) Move the card to a different column/phase or set opportunity to win it (6) Integrate with Blling systems or payment processors

Description

SAP CPQ, previously known as CallidusCloud CPQ, enhances the customer journey by equipping your sales personnel and partners with the capability to manage intricate product configurations, streamline pricing, and create visually appealing proposals. With the SAP CPQ platform, you can ensure that customers receive the most suitable product at the ideal price and moment, thereby accelerating sales across various channels through seamless integration with any CRM or ERP system. By enabling sales representatives to expedite transactions across multiple platforms, the solution helps eliminate ordering mistakes, produce proposals in real-time, and tailor pricing for specific customers and channels. This integration fosters intelligent and streamlined sales processes that expedite quote generation, simplify approval workflows, shorten sales cycles, and allow staff to concentrate on driving sales. Additionally, it enhances business intelligence to capitalize on sales opportunities, boost cross- and up-selling efforts, and fine-tune pricing strategies while safeguarding profit margins. Ultimately, implementing SAP CPQ can lead to a more efficient sales environment that drives growth and enhances customer satisfaction.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Chargebee Yes 
Close Yes 
Data Secure No 
Docusign No 
Google Docs Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
NetSuite No 
Opsera No 
Pipedrive Yes 
SAP CRM No 
SAP Joule No 
SAP Litmos LMS No 
SAP Subscription Billing No 
SAP Variant Configuration and Pricing No 
Salesforce Yes 
Stripe Yes 
Workato No 

Integrations

Chargebee No 
Close No 
Data Secure Yes 
Docusign Yes 
Google Docs No 
HubSpot CRM No 
HubSpot Customer Platform No 
NetSuite Yes 
Opsera Yes 
Pipedrive No 
SAP CRM Yes 
SAP Joule Yes 
SAP Litmos LMS Yes 
SAP Subscription Billing Yes 
SAP Variant Configuration and Pricing Yes 
Salesforce No 
Stripe No 
Workato Yes 

Pricing Details

$29 / month
Price per user and plan.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

DocSales

Founded

2019

Country

United States

Website

www.docsales.com

Vendor Details

Company Name

SAP

Founded

1972

Country

Germany

Website

www.sap.com/products/financial-management/cpq.html

Product Features

Digital Signature

Audit Trail Yes 
Authentication Yes 
Auto Reminders No 
Customizable Templates Yes 
Document Analytics Yes 
Mobile Signature Yes 
Multi-Party Signing Yes 
Progress Tracking Yes 
Task Progress Tracking Yes 

Document Generation

Batch Processing Yes 
Collaboration No 
Digital Signature Yes 
Interaction Tracking No 
Multiple Output Formats No 
Templates Yes 

Proposal Management

Automatic Formatting Yes 
Calendar Management No 
Collaboration No 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature Yes 
Knowledge Library No 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates Yes 
Version Control Yes 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal No 
Contact Management Yes 
Customer Accounts No 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation No 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management Yes 

Sales Acceleration

CPQ Yes 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence Yes 
Sales Workflow Management Yes 

Sales Enablement

Collaboration No 
Contact Management No 
Content Management No 
Document Management No 
Goals / Quota Management No 
Lead Management No 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow Yes 
Guided Selling Yes 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management No 
Self Service Portal No 
eCommerce Yes 

Pricing Optimization

Channel Analysis No 
Competing Product Analysis No 
Forecasting No 
Market Analysis No 
Multi-Store Management Yes 
Price List Management Yes 
Price Optimization Automation Yes 
Pricing Analytics Yes 
Profitability Analysis Yes 
Scenario Planning Yes 

Product Configurator

2D Drawing No 
3D Modeling No 
Analysis & Constraints Yes 
Custom Pricing Options Yes 
Inventory Management No 
Recommendation Engine No 
eCommerce Yes 

Proposal Management

Automatic Formatting Yes 
Calendar Management No 
Collaboration Yes 
Contact Management Yes 
Content Repository No 
Document Management Yes 
Electronic Signature No 
Knowledge Library Yes 
Pipeline Management No 
RFP Management No 
Requirements Management Yes 
Revision Management Yes 
Task Management No 
Templates Yes 
Version Control Yes 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management Yes 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management Yes 

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

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