Features
Top Performing Features
Product configuration
Allows users to configure products and services by selecting bundles, constraints, options, preferences, etc.
Category average: 8.6
Configuration options
Supports a robust, comprehensive level of detail around configuration options, including product features, services, quantity, etc. Options take into account availability and compatibility of selections.
Category average: 8.5
Pricing rules
Determines price based on rules and hierarchies. Rules may consider customer demographics, availability, and/or product configuration.
Category average: 8.7
Price adjustment
Sales users can adjust or override prices, based on coupons, discounts, markups, etc.
Category average: 8.6
CPQ
Features related to configuring and pricing products and delivering quotes to customers.
Product configuration
Allows users to configure products and services by selecting bundles, constraints, options, preferences, etc.
Category average: 8.6
Configuration options
Supports a robust, comprehensive level of detail around configuration options, including product features, services, quantity, etc. Options take into account availability and compatibility of selections.
Category average: 8.5
Pricing rules
Determines price based on rules and hierarchies. Rules may consider customer demographics, availability, and/or product configuration.
Category average: 8.7
Price adjustment
Sales users can adjust or override prices, based on coupons, discounts, markups, etc.
Category average: 8.6
Guided selling/Sales portal
Provides salespeople with tips, recommendations, or question sequences to help with product configuration and quoting, and/or to assist with cross-sell and upsell.
Category average: 8
CPQ-CRM integration
Integrates to the company’s CRM to update the customer record.
Category average: 9.2
Attachments to quotes
PDFs, contracts, videos, etc can be attached to quotes and/or proposals.
Category average: 9