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ease
features
design
support

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Description

ProductBooks is a SaaS platform designed for product configuration that assists B2B companies in digitalizing and automating the processes of customizing, visualizing, pricing, and documenting intricate products. By capturing product specifications and constraints within a scalable framework, it guides users through the selection of options while providing real-time 2D and 3D visualizations alongside immediate price updates. The platform facilitates dynamic customization of elements such as sizes, materials, colors, and components, alongside real-time calculations for costs that include taxes and discounts. Furthermore, it automates the generation of documents and CAD files for essential outputs like bills of materials, technical documentation, quotations, and 2D/3D drawings, while also allowing for template-based exports in formats like Word, Excel, and PDF. Integration capabilities with ERP and CRM systems, as well as inventory management, ensure compatibility and streamline the workflow of orders and production. By utilizing this configurator, businesses can significantly reduce quoting times, cut engineering costs, enhance the accuracy of manufacturing data, and speed up the ordering process, all while benefiting from additional features such as exporting to 3D objects and interactive choice guidance for a more engaging user experience. This innovative approach not only streamlines operations but also empowers companies to deliver tailored solutions to their clients efficiently.

Description

eRep CPQ (configure Price Quote) software allows manufacturers and distributors to simplify complex quote-to order processes using a modern cloud platform. eRep allows sales teams to quickly quote accurately and sell smarter, while accelerating growth through faster sales rep onboarding, enhanced customer experience, and enhanced business intelligence. eRep acts as an independent bridge between your ERP and CRM while remaining platform agnostic – meaning that you don't need to use a specific ERP or CRM to take advantage eRep’s CPQ capabilities. eRep is a tool that can help you manage your sales pipeline, from guided selling to multi-channel sales, and it can even be used by independent reps to help you onboard new employees faster. eRep is more than traditional CPQ. It includes selection software and product-specific document generation - including technical drawing - making it an excellent choice for manufacturers!

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Acumatica Cloud ERP
Constant Contact Lead Gen & CRM
Epicor Kinetic
HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
Infor CRM
Infor CloudSuite Business
Infor CloudSuite ERP
Infor M3
JD Edwards EnterpriseOne
Microsoft Dynamics GP
Microsoft Excel
Microsoft Word
Oracle Fusion Cloud ERP
QuickBooks Online
SAP ERP
Salesforce
Zapier

Integrations

Acumatica Cloud ERP
Constant Contact Lead Gen & CRM
Epicor Kinetic
HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
Infor CRM
Infor CloudSuite Business
Infor CloudSuite ERP
Infor M3
JD Edwards EnterpriseOne
Microsoft Dynamics GP
Microsoft Excel
Microsoft Word
Oracle Fusion Cloud ERP
QuickBooks Online
SAP ERP
Salesforce
Zapier

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$75/user/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

ProductBooks

Country

Poland

Website

www.productbooks.eu/

Vendor Details

Company Name

Revalize

Founded

1997

Country

United States

Website

erepcpq.com/lp/sf/cpq/

Product Features

Product Configurator

2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
Inventory Management
Recommendation Engine
eCommerce

Product Features

Commission

Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions

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

Inside Sales

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Product Configurator

2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
Inventory Management
Recommendation Engine
eCommerce

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

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

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Alternatives

Alternatives

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