Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
PSQuote effectively bridges the gap in Configure, Price, Quote (CPQ) processes specifically for services. This solution offers a cohesive approach to quoting professional services, allowing you to focus more on service delivery rather than the quoting process. If your current method relies on spreadsheets for estimates rather than utilizing Salesforce, it can lead to a disjointed experience that separates sales from delivery. Such disconnects often result in revenue leakage, meaning potential profits are lost along the way. Additionally, it complicates the ability to track the alignment between what was sold and what was actually delivered. Recognizing these challenges, we are committed to providing a better solution for your needs. With PSQuote, you can automate and streamline your quoting processes, ensuring accurate estimates and quotes for services. The platform facilitates a smooth transition from sales to delivery, offering a holistic perspective on service operations from the estimation phase all the way through execution. Moreover, it enhances forecasting accuracy and provides valuable inputs for demand planning. By empowering your sales team to quote services in alignment with your delivery methods, PSQuote represents the culmination of extensive experience in developing quoting tools tailored for a variety of clients. Experience the difference with PSQuote and transform how you manage your service quotations.
Description
Solidify offers a comprehensive eCommerce and Configure-Price-Quote solution designed to help manufacturers thrive in a highly competitive market. Its user-friendly Sales Portal allows companies to develop a sleek Product Catalog and Product Configurator, enabling users to access their accounts from any location at any time. Users can effortlessly monitor inventory levels, check pricing, track order statuses, and even place reorders without relying on customer service or sales representatives. Moreover, Solidify has the potential to reduce manual order processing by up to 85%, significantly lowering customer service expenses. Additionally, it integrates seamlessly with existing back-end legacy and ERP systems to facilitate all sales transactions efficiently. This integration not only streamlines operations but also enhances the overall user experience by providing real-time data and insights.
API Access
Has API
No
API Access
Has API
No
Integrations
Salesforce
Yes
Conga CLM
Yes
SoluLab
No
Workday Services CPQ
Yes
Integrations
Salesforce
Yes
Conga CLM
No
SoluLab
Yes
Workday Services CPQ
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
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
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)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
CLD Partners
Country
United States
Website
www.cldpartners.com/solutions/cpq-for-services/
Vendor Details
Company Name
Solidify
Founded
1998
Country
United States
Website
www.solidifycorp.com
Product Features
CPQ
2D Drawing
No
3D Modeling
No
Approval Workflow
No
Guided Selling
No
Product Configurator
No
Proposal Generation
No
Quotes / Estimates
Yes
Renewal Management
No
Self Service Portal
No
eCommerce
No
Proposal Management
Automatic Formatting
No
Calendar Management
No
Collaboration
No
Contact Management
Yes
Content Repository
No
Document Management
No
Electronic Signature
No
Knowledge Library
No
Pipeline Management
No
RFP Management
No
Requirements Management
No
Revision Management
No
Task Management
No
Templates
No
Version Control
No
Quoting
Automated Quoting
No
Catalog Management
No
Client Portal
No
Contact Management
Yes
Customer Accounts
No
Customizable Branding
No
Discount Management
No
Forms Creation
No
Pricing Management
No
Product Configurator
No
Proposal Management
No
RFP
Bid Management
No
Collaboration
No
Content Management
No
Data Import / Export
No
Due Date Tracking
No
Knowledge Library
No
Progress Tracking
No
RFP Creation
No
RFP Responding
No
Requirements Management
No
Task Management
No
Templates
No
Vendor Management
No
Sales Force Automation
Call Management
No
Campaign Management
No
Channel Management
No
Commission Management
No
Contact Management
Yes
Contract Management
No
Customer Database
No
Email Marketing
No
Field Sales Management
No
Lead Management
No
Opportunity Management
No
Performance Metrics
No
Proposal Generation
No
Referral Tracking
No
Sales Forecasting
No
Territory Management
No
Product Features
Catalog Management
Catalog Creation
No
Content Library
No
Content Management
No
Cross Selling Functionality
No
Custom Product Attributes
No
Customizable Catalogs
No
Desktop Publishing
No
Pricing Management
No
Product Comparison
No
Search
No
CPQ
2D Drawing
Yes
3D Modeling
Yes
Approval Workflow
Yes
Guided Selling
Yes
Product Configurator
Yes
Proposal Generation
Yes
Quotes / Estimates
Yes
Renewal Management
Yes
Self Service Portal
Yes
eCommerce
Yes
eCommerce
CRM
Yes
Catalog Management
Yes
Channel Management
No
Customer Accounts
No
Data Security
Yes
Email Marketing
No
Inventory Management
Yes
Kitting
Yes
Loyalty Program
No
Mobile Access
Yes
Multi-Store Management
No
Order Management
Yes
Product Configurator
Yes
Promotions Management
No
Returns Management
No
Reviews Management
Yes
SEO Management
Yes
Shopping Cart
Yes
Templates
Yes
Order Management
Back Order Management
Yes
Catalog Management
Yes
Inventory Management
Yes
Order Entry
Yes
Order Fulfillment
Yes
Order Tracking
Yes
Recurring Orders
Yes
Returns Management
Yes
Shipping Management
Yes
Special Order Management
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