Key Features

• Quotations: Generate customized, comprehensive quotations online or offline via any desktops, tablets and mobile devices. 
  •  Calculate ETO positions. 
  •  Automatically record configured components and include prices in quotes. 
  •  Manually record priced products and customer-centric expenditures. 
  •  Set prices and terms individually for particular clients. Calculate prices according to multiple price lists. Calculate costs of individual quotation positions in real time and simultaneously adjust total prices. 
  •  Ensure coordination between multi-sales departments with approval workflows. Team members can work on quotations simultaneously, with access to the same databases. 
  •  Automatically transfer data from the configurator module. 
  •  Customize quotation documents in line with company-specific requirements. 
  •  Provides multi-plant quotation options. 
  •  Automatically generate documents in a defined layout by pulling in available information. 
  •  Include text modules and specifications like drawings, delivery data, legal particulars and individual and total prices. 
  •  Compare offer differences in a table. 
• Self-Service Portal: Clients and dealers can initiate the order process by configuring products and services and receiving pricing details via e-commerce platforms. 
• Guided Selling: Select and configure products according to client needs. Provide sales teams with cross and up-selling opportunities. 
• Product Configuration: Configure complex, multi-variant products accurately through graphical interfaces and other tools. 
  •  Access necessary configuration details. 
  •  Systematically position relevant product parameters. 
  •  Follow step-by-step customizations for individual products and quotations. 
  •  Access adaptable interface based on individual needs and device type. 
  •  Meet customer requirements via guided needs analysis. 
  •  Avoid errors through rule implementation. 
  •  Receive detailed explanations for unauthorized configurations. 
  •  Ensure the technical feasibility of product variations by running predictive plausibility checks. 
  •  Customers can see product configurations in real time. 
  •  Enable intuitive product configurations through 3D visualizations. 
• Integrations: Ensure bi-directional data flow by leveraging integrations with CRMs, ERPs, PLMs, CAD and other systems. Establish service-oriented IT infrastructure with web-based services. Connect with SAP, Microsoft, Salesforce and more. 
• Pricing Management: Set up flexible cost and pricing models, and calculate margins for competitive offers. 
  •  Maintain and store country-, features- or customer-based price lists. 
  •  Add discount options for individual products or entire group items. 
  •  Calculate subtotals at any level. 
  •  Create cross-plant offers with intercompany pricing. 
  •  Adjust cost structures without programming. 
• Product Development: Develop product knowledge, map modular products, define structures, formulate configuration rules and itemize components through the develop module. 
  •  Facilitate product maintenance or scalability by accessing knowledge-based elements stored in an object-oriented class system. 
  •  Use rules and decision tables to define relationships between product components and features. 
  •  List product specifications using inheritance, classes and encapsulation. 
  •  Develop product knowledge through a downloadable knowledge base. 
  •  Create responsive interfaces for product configuration via the UI designer module. Create multiple interfaces for specific devices and segment groups. 
  •  Adapt and scale existing CPQ functions through a high-level programming language. 
  •  Maintain and develop a knowledge base and record changes via an integrated ticket system. 
  •  Provide testing systems and unit tests. 
• Multi-Lingual Support: Translate content into any given language. Provides country-based units of measurement and currencies. 
• Document Designer: Calibrate the content and design of documents through previously-stored elements within the module. 

Suite Support