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What is QuoteBee.io?

When creating quotes, ensure that discounts and taxes are either applied to each line item or included in the overall total price. Additionally, systematically categorize and organize commonly used products and services with customized fields for easier retrieval. Enable customers to submit quotes online for their approval, making it easy to implement updates as necessary. Leverage a content library to keep reusable materials, which can significantly speed up the quoting process. Engage with customers during their online review of quotes to tackle any concerns they may have promptly. Manage distinct combinations of products and services in your catalog that are specifically tailored to meet your clients' needs. Develop effective solutions from the catalog that not only fulfill customer requirements but also streamline quote generation. Provide customers with documents via an online viewer, ensuring you receive real-time notifications when they view or comment on them. Create token placeholders for customer details in your templates to allow for swift updates before sending. Furthermore, enhance the entire quoting process to improve efficiency and boost customer satisfaction, ensuring a more streamlined experience for all parties involved. This comprehensive approach ultimately leads to better relationships and increased loyalty from your clients.

What is Experlogix CPQ?

The Experlogix CPQ solution empowers sales teams to generate precise quotes for configurable products and services. By utilizing a logic-driven rules engine, Experlogix CPQ allows product and engineering teams to manage options, combinations of features, pricing, and discounts effectively. Additionally, it streamlines processes like discount approvals, which facilitates faster sales for representatives and ensures that quotes are consistently accurate. This efficiency not only boosts sales productivity but also enhances customer satisfaction by providing reliable pricing information.

Media

Media

Integrations Supported

Integrations Supported

DynaMaker
Microsoft Dynamics 365
Microsoft Excel
NetSuite
SAP Store
Salesforce

API Availability

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

QuoteBee.io

Date Founded

2017

Company Location

India

Company Website

quotebee.io

Company Facts

Organization Name

Experlogix

Date Founded

2002

Company Location

United States, Netherlands

Company Website

www.experlogix.com

Categories and Features

Quoting

Automated Quoting
Catalog Management
Discount Management
Pricing Management
Product Configurator

RFQ

Not specified

Categories and Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Self Service Portal
eCommerce

Order-to-Cash

Not specified

Product Configurator

2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
Inventory Management
Recommendation Engine
eCommerce

Proposal Management

Automatic Formatting
Collaboration
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
Templates
Version Control

Quote-to-Cash

Not specified

Quoting

Automated Quoting
Catalog Management
Client Portal
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Force Automation

Contract Management
Opportunity Management
Proposal Generation

Visual Configuration

2D Configuration
3D Configuration
CPQ Integration
Custom Pricing Options
Documentation
Dynamic Environments

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