Key Features

• Real-Time 3D Visualization: Use integrated CAD automation to generate 3D models for production and sales. Customize visualizations that update instantly to reflect modifications chosen by clients. 
• Dynamic Billing: Generate automatic BOMs for any product configuration. Change bill formats to suit different groups, including customers, sales representatives or manufacturers. 
• Web Configurator: Add items to carts for quotes with the e-catalog. Submit orders and allow customers to create personalized configurations. Review orders using detailed reports and ordering queues before final approval. 
• Rule-Based Interface: Ensure detailed configurations without using complex code to program selections. Simplify the process based on design requirements and set pre-defined rules for compatible configurations. 
• E-Commerce Sales: Implement a credit card interface for secure in-app customer purchases. Calculate sales tax and access validation services with Avalara integration. 
• Task Visibility: Monitor changes made throughout a quote’s history. Track the user and time-stamp of changes made. Access past versions of quote documents on demand. 
• Salesforce Integration: Use opportunities in Salesforce to create quotes and price product configurations. Sync data added for quotes with the subsequent opportunity and automatically import customer data from the Salesforce CRM. 

Limitations

•  Slow support response time. 
•  Complex processes can be hard to set up. 
•  Certain useful tools require a more expensive plan. 

Suite Support