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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

In today's marketplace, the complexity and personalization of products and services have escalated, making it increasingly challenging for organizations to handle a diverse array of product offerings and pricing options. The task of pricing becomes particularly intricate when it relies on dynamic factors, and the necessity for distinct configurations for each sales channel drives up the costs involved in drafting new proposals. When sales representatives lack the ability to implement necessary discounts and manage pricing effectively, there is a significant risk of losing sales opportunities and encountering substantial declines in order rates due to erroneous orders. Consequently, efficient bid management is crucial for ensuring successful sales operations. Etiya's Configure, Price, Quote (CPQ) solution addresses this challenge by simplifying the intricate web of multiple services managed by various teams within a single proposal, ensuring that complex product specifications, pricing structures, and business rules are readily available, automated, and updated in real time. This leads to the generation of precise and well-organized proposals that enhance overall sales performance and customer satisfaction. Additionally, by streamlining the proposal process, organizations can respond swiftly to market demands and stay competitive.

Description

Tidy3 is an innovative, cloud-based business management platform specifically crafted for small and medium-sized businesses, aiming to replace disorganized spreadsheets and disparate tools with a cohesive system that enhances operations in sales, inventory, and customer management. It offers a diverse range of core products, such as CRM, Quote, Commerce, Catalog, Stock, and Work, which can function independently or be integrated to form a comprehensive and unified workflow customized for each organization. By centralizing customer data, communications, product details, pricing, and inventory into a single platform, it provides complete visibility over the customer journey, facilitates straightforward lead tracking, and ensures consistent pipeline reporting. This system empowers teams to quickly produce precise quotes, handle intricate product configurations, and unify orders, pricing models, and customer information within one user-friendly interface. Moreover, Tidy3's modular design allows businesses to adapt and expand their tools as they grow, ensuring continued efficiency and scalability.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Xero

Integrations

Xero

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$19 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

Etiya

Founded

2004

Country

Holland

Website

www.etiya.com/en/products/configure-price-and-quote

Vendor Details

Company Name

Tidy3

Founded

2010

Country

New Zealand

Website

tidy3.com

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

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Inventory Management

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management

Quoting

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

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