Key Features

• Guided Selling: Aid sales reps by recommending relevant items and identifying client requirements. Provide customers with self-service functionalities for configurations and purchases. 
• Configurations: Accurately configure dynamic products and receive the optimal mix through built-in intelligence modules. Use a standard model and reusable rules for customizations. Work with clients to configure products in real time from any device. 
• Subscription Management: Deliver subscription-specific quotes and configure annuities, license contracts, renewals and support agreements. 
• Pricing Support: Receive pricing and rebate data according to promotions and regulations in real time. Provides optional discounting, localizations, channel pricing and more. 
• Analytics: Ensure sales processes are in tandem with company goals through in-depth analytics. Gain an overview of price scoring, KPI comparisons, past trends and predictive win optimization data. 
• Workflows Management: Automate approval and authorization processes with restrained access at every level. Speed up the process by notifying relevant decision-makers via mobile devices. 
• Quotes: Build brand-specific quotes and proposals by collating relevant and current data. 
• Document Designer: Generate elaborate, customized documents including proposals, quotes, datasheets, contracts, engineering documents and work statements. 
• Contract Management: Create and store detailed, multi-faceted contracts with signatures and approvals routing. Compare and combine deals, highlight specific portions and accept or reject changes. Identify recurring trends through analytical modules 
• Digital Signatures: Collect legally binding e-signatures through integrations. 
• Multi-lingual Support: Customize documents by using the built-in multi-language module. 
• Integrations: Streamline sales-to-order processes and centralize crucial data through connections with CRMs, ERPs, web applications and e-commerce platforms. 

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