Best CPQ Software for Mid Size Business

The Excel-to Word Document Automation Add-in automates the updating of Excel-based content in Word and PowerPoint documents. Text, lists, tables and images can all be updated. It makes it easy to link/map "dynamic" content that needs to be updated. Any existing Word or PowerPoint document can be updated with content from any Excel workbook. Update recurring reports and documents that need to be customized/personalized multiple times. Use your workbooks as templates. Any Word or PowerPoint document that is "linked" to the core add-in using the core plugin can be used as a template. The add-in makes it easy for you to upload, test, upload and manage Excel-based document templates.

Empowering Life Sciences organizations of any size to accelerate revenue growth and be more productive in the process, by offering an AI-based Tender Management system, specialized for the Life Sciences. Cube RM is focused on helping businesses maximize tender market coverage, identify opportunities, understand each market’s competitive environment to increase win rate and efficiently manage their tender preparation processes. Our platforms use AI & NLP to capture and analyze key tender market data globally and transform it into actionable market intelligence, allowing organizations to make informed decisions and take proactive steps resulting in improved revenue performance.

The only integrated solution in the industry that will transform your renewal and quoting processes. To unlock your agency's full potential, simplify complex and time-consuming processes. Any insurance brokerage must have the ability to configure, price and quote. These functions are often dependent on inefficient, outdated and manual workflows. They can be error-prone and provide poor customer service. Zywave CPQ – Benefits is the market leader in innovative solutions that automate mission-critical steps of a benefits buyer's journey. Data-driven, you can configure multiple benefit options that provide strategic insights for your clients. You can streamline the quoting process by having direct access to carrier pricing. This is supported by the ability to present professional, custom-branded proposal. Simply put, Zywave CPQ – Benefits will allow you to sell and serve better than ever - ultimately driving growth.

Bit2win CPQ allows sales, partners, and customers to create complex products/services, provide accurate quotes, and make smarter deals using the most current product and pricing information. Bit2win is a digital platform for businesses that enables them to sell tangible goods, subscriptions, use-based and recurring pricing, bundles, amendments to existing service contracts, and provides the best pricing functionality available. The complete sales cloud suite covers all aspects of multichannel sales, from price configuration to going-to-market strategy. Bit2Win suite is an innovative omnichannels solution that optimizes business processes, identifies and manages sales opportunities, configures right product at the right price in real time, reduces sales cycle times, increases efficiency and reduces errors, speeds time-to-market, differentiates, and assures customer engagement and loyalty.

CanvasLogic's cloud-based product configurator software helps customers visualize custom products and allows them to close more deals quickly. This powerful software allows users the ability to create complex products in real time using photorealistic 3D visualization. Augmented Reality (AR), enhances the customer experience and allows them to imagine endless possibilities. You can automatically calculate pricing and configure the solution without errors. Create a seamless sales process by integrating CanvasLogic configurator and other sales enablement platforms such as CRM, eCommerce, PLM and PIM. CanvasLogic has been providing customers and partners with configurable visualization solutions for digitizing their sales, improving customer experience, and growing their businesses faster for more than 15 years. CanvasLogic was founded in 2001 and has received multiple design and innovation awards for its modular 3D configuration software. CanvasLogic's mission is to facilitate the creation of 3D configuration software.

Templated quotes, approval workflows and pricing guardrails will make closing easier for your sales teams. They will empower your reps and make closing more efficient. Pre-approved, fully customized agreement templates can be created for your sales team. You can make changes immediately and adapt to your business's needs. You don't need to wait for long implementation processes. RevOps makes it easy to get your team up-and-running in hours, days, and not weeks or months. Your reps will be able to work with you while still maintaining control over the structure of deals. Your team will save time and create approval workflows to promote alignment and improve efficiency. You can easily send documents to anyone around the world and scale your sales operations for remote and digital markets.

BestCPQ software allows Salesforce users to create highly customized quotes based on complex pricing and business rules. This helps sales close more deals quickly and efficiently. It is designed for companies with complex products, services, and channels who want to get more from their Salesforce CRM. BestCPQ syncs seamlessly with your ERP. It makes sales people aware of ERP information. That's powerful. This also means that closed orders and won orders can be used to drive the ERP process flow. No more dual entry. BestCPQ is powered with commercial SYNC to enable front-office and back-office integration. BestCPQ allows sales reps and their partners to access complex pricing and business rules in real-time. This allows them to quickly and accurately quote and price a deal. It eliminates errors and allows partners and reps to achieve better business outcomes.

Dextara CPQ Software was developed by Dextara Digital, a US-based Digital Transformation company, Premium Salesforce Consulting, as well as an Implementation Partner. This CPQ solution is 100% Salesforce native and is intended to fill business and customer needs with added hyper-personalization capabilities for configuration, price, and quote. Every customer today expects personalized and custom-made products or services. Businesses need to offer customers the ability to personalize products or services. Companies should also be clear when setting price, configure, and quote rules for products/services in their rules engine.

Solidify is an eCommerce and Configure-Price-Quote solutions that help manufacturers succeed in today's competitive environment. Their intuitive Sales Portal allows organizations to create a Product Catalog and Product Configurator, giving users easy access to their accounts from anywhere. You can easily check inventory, pricing, order status, and even reorder without needing to contact customer service or the sales department. Solidify can also eliminate up to 15% of manual order processing, which reduces customer service costs. Solidify can also talk to ERP/back-end legacy systems to process all sales transactions.

XaitCPQ (Configure price, quote) stores all complex product, pricing and business rules in one central location. This allows for automation and streamlining in real-time. We help organizations win more deals with better margins. We make it quick and easy for customers to price and build the right product and service combinations. Reduce the sales cycle and eliminate bottlenecks. Sales teams can present the right solution at the right price to the right customer at the right time. XaitCPQ is a cloud-based solution that allows sales reps to work anywhere and from any device. Management can see exactly where a purchase is at any point in the process, its status and who's working. There are more chances to sell and add value than ever before.

Merkato is easy to use. Merkato is loaded with intelligent user-centric functions and features. The user interface is intuitive and adapts to the user's needs. The user sees only what he needs at any given moment. Because of this, implementation times can be surprising short. It is easy to make changes. Drag&Drop and Cut&Paste make it easy to make changes and improvements. The result is immediately available to your salespeople, agents, and dealers. They can instantly start anywhere in the world in any language and quickly generate and distribute quotations.

Get rid of the spreadsheets. Workday Services CPQ can quote any service or subscription. Workday Services' CPQ is built for subscription and service quoting. It includes guided selling, solution catalogs, pricing modeling, and much more. Quote services separately, or combine them into one quote. Do it 10x faster. Automatically create accurate orders, proposals, SOWs or any other quote-related documents. Workday Services CPQ builds dynamic document content as you build a quote. Quote approvals can be routed based on financial and non-financial metrics such as risk, product, practice or region. Workday Services CPQ connects bi-directionally with CRM, PSA and ERP software. We offer integration packages between Workday and CRM. Our development team can create new integrations if needed. Workday Services CPQ features are innovative and go beyond traditional quoting. They raise the bar in terms of user experience. Businesses can work smarter instead of harder with these features.

Model N is an end-to-end platform that empowers companies to maximize their revenue by transforming Sales, Marketing, Channels and Finance. Model N's revenue management solutions can help you maximize your revenue by turning tactical, siloed activities into strategic, end-to-end revenue processes using automation and intelligence. Revenue Cloud bridges the gap between back-office and front-office activities, providing a single system of record for all revenue execution. Customers can easily set up and quote complex products, quickly reach terms on complex contracts, have better channel data, which allows for visibility into channels and efficient management of incentive programs, avoiding overpayments. Model N Rebate Management allows you to better engage your channels and maximize revenue.

Here's where we come in. Your salespeople can sell anywhere, even if there's no internet. Salesninja gives salespeople all the tools they need in order to close sales faster. Salesninja allows you to control which products are available in each region and how they can be configured. You can also control pricing and calculate your profits. Access to the administration portal is available online for Purchase Order management, sales insight, individual product, dealer, and user management, as well as accessory controls. Salesninja includes a custom margin calculator that allows you to see real-time profits generated from sales. Quick Quote features allow you to create pre-configured templates for standard orders so that your clients can quickly make purchase decisions and leverage stock into the sales channel.

The encoway CPQ product range is a standard solution for product configuration, pricing, and quote generation. This solution can be tailored to specific industries without compromising on existing product standards due to its modular platform concept. encoway CPQ is a solid foundation for addressing the complex marketing challenges of complex, multi-variant products. The sales configurator allows you to easily create attractive, well-structured quotes and configure errors-free variants. The configurator is available for both existing customers and prospective customers. It allows you to experience multiple-variant products and solutions on websites, portals for dealer and trade fairs. The central location of encoway CPQ allows you to create product logic, maintain product data efficiently, and import data form other systems.

CPQ software (Configure Price, Quote) acts as a digital link between customers, production, and their customers. The core functions of CPQ software are product configuration (configure), pricing and quote creation (quote). Software is always oriented towards customer needs. It chooses the best products for each case. The rules ensure that all subsequent processes can start smoothly. A modularized variant system allows for the intelligent combination of standard function modules to create customer-specific product variations. A CPQ system's product configurator converts customer views into appropriate products and product features. Rules-based workflows replace internal consultation and approval. The sales cycle is cut by 28% Sales efficiency, optimal pricing and cross-selling & upwardsselling increase sales & profits.

SignatureIT Group is a leader in implementing B2B and C2C eCommerce Solutions. Knowledge management, organizational information and digital services. SignatureIT PIM An advanced shelf solution to manage information and data needed to market and sell services and products through one or more channels. The core of the system consists of a unified architecture that coordinates data from various sources of products and services and provides complete, accurate and useful information for the various channels which are the points of contact between customers and suppliers. Integrate data from different sources, managers and enrichers. Share the information through the various channels. Enhance the customer experience across all points of contact by leveraging rich content, data, and quality. The data on products and the marketing material that surrounds them are the core of improving the customer experience.

Our customers can create highly configurable products and reduce the time it takes from product design to sales to manufacturing by as much as 92%. We create configuration solutions for manufacturing companies that help them overcome the challenges of getting configurable products to market faster and to sell, make, and service them better. Our advanced configuration technology, Virtual Tabulation®, is trusted by global manufacturing companies for its mission-critical functions. It can handle the most complex products on market. Their entire organization can work from the same data. Every function that touches a product must have the same information in order to ensure that sales doesn't sell products that aren't possible to manufacture or engineering doesn't create products that aren't marketable.

Your customers will have a better visual buying experience. Your customers will enjoy a visual selection experience when they research and engage with you. You will have a competitive edge and a faster path to conversion for your sales channels. You'll be able sell products faster by eliminating costly errors, duplication of effort, and speeding up your sales cycle. A single solution that works across the enterprise can drive interest and fulfillment. A simple and intuitive quoting system will increase the number of opportunities and generate more quotations. Reduced quote-to-delivery time to meet customer requirements. Increase win rates by reducing dependence on internal staff. Automate the creation of accurate proposals and downstream fulfillment information. You can accelerate the introduction of new products by adapting faster to market needs.

Steve the Clerk is a CPQ program that improves your business' information flow. It allows your salespeople to quickly create flawless and accurate orders, quotes, and other documents for your custom products and services. Steve allows your salespeople to quickly create detailed and accurate quotes and other documents. These documents can be used for both internal and externe purposes. Steve the Clerk CPQ software allows you to create documents for both internal and external purposes. Companies often show how customer-focused they really are, but their processes don't support this idea. Steve the Clerk allows salespeople to spend less time on customer service, such as preparing quotes, finalizing orders, and double-checking information. This will allow them to be more focused on the customer and result in happier and more loyal customers.

SaleConfig makes it easy to automate tedious tasks like creating offers, pricing, and calculating costs. Configurator, the core component of SaleConfig is used to store product information as well as sales data (cost and price). This greatly reduces the amount work required by product designers, cost- and sales data administrators. You can create dependencies between your products using the configurator algorithm. You can quickly and easily prepare your product using a simple interface. SaleConfig allows you to prepare your offer and displays all options, configurations, and dependencies. This makes it possible for even less experienced salespeople to create an offer and reduces the training time. Salesmen can work on-site and have access to SaleConfig. They just need to have internet access.

All SmartConfigurator Cloud CPQ suite modules are the result our continuous R&D policy. Techform technology is labeled as BPI France. SmartConfigurator is a precursor to a new generation in tailor-made product configurators. It combines 5 customizable modules that can be adapted to each manufacturer or industrialist's specific requirements and interface with their information system (in particular ERP and CRM). Our team combines IT engineering and business engineering skills to assist you in every step of the process, from defining specifications to implementing technical configurators.

Today's biggest problem is time management. Hive CPQ can help. Our Configure Price quote (CPQ) solution allows your customers to create complex products, get customized quotes in a matter of seconds, and order products and spare parts right from production. Our product configurator gives your sales and back-office teams a clear overview of the entire process and allows them to save time for more important tasks like customer relations. Spend less time quoting, and more time selling

Companies are constantly faced with changing market conditions and have to operate in an ever-changing environment. Complex custom requests in B2B need to be calculated using batch size 1, while customized products can be enhanced with custom components. calcIT allows you to meet customer requirements and automates your offer and calculation process. calcIT's project management tools allow you to keep control of your project even after signing a contract. calcIT can be customized 100% to meet your specific needs. It digitally illustrates your business processes, which leads to increased transparency and efficiency. calcIT is a flexible program with many CPQ functions. It allows you to clearly illustrate your requirements for calculation, offer preparation, and configuration with full release capability. CalculIT 100% can be used to calculate the cost of a single bolt or to calculate complex offers.

This feature has the greatest benefit: your organization will always have the latest manufacturer pricing, models, options, and other information. We can quickly roll out automatic price books and manufacturer updates to ensure that you don't get stuck wondering if your orders or quotes are being created with incorrect pricing and data. These updates are automatically transmitted to the software on a regular schedule and uploaded, in many cases, on the same date that the manufacturer release date. SRA automatically updates any software changes or improvements to ensure you are using the latest version and features. SRA can remotely distribute and update data and media to dealers in your organization, in addition to software and manufacturer updates.