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What is Salesforce CPQ?

Speed up your quoting process, optimize pricing strategies, and close more deals with Salesforce CPQ. Tailored for the top CRM platform, Salesforce CPQ provides organizations with vital resources to simplify their sales processes from quoting through to cash flow management. This all-encompassing tool is offered in three unique editions, one of which features full Quote-to-Cash functionality that also supports billing and collections. By utilizing Salesforce CPQ, businesses can significantly boost their sales productivity and enhance revenue management practices. Ultimately, this innovative solution empowers companies to navigate the complexities of sales with greater ease and efficiency.

What is DoneQuote?

DoneQuote is an innovative quoting solution powered by AI, specifically tailored for businesses that frequently send out quotes, such as those in the trades, home services, and B2B field sales sectors with extensive product catalogs, including commercial equipment dealers. When quoting delays occur, opportunities may be lost, and inaccuracies—like wrong items, pricing mistakes, disorganized PDFs, version mix-ups, and unclear details—can similarly harm business prospects. DoneQuote streamlines this process by generating quotes directly from your product catalog, guaranteeing both thoroughness and accuracy. Users can examine each line item, make edits in plain language, and send out a customized online quote efficiently. Customers benefit from easy access to their quotes via smartphones and can approve them with just one click, while automated reminders are sent for any quotes that go unanswered. This tool enhances the sales process from the first interaction to the completion of the deal, though it does not include invoicing and scheduling functionalities. The initial ten quotes sent through the platform are free, and the software is designed to be mobile-friendly, remaining operational until the transaction concludes. Moreover, its seamless integration fosters a more streamlined and effective sales experience, making it a valuable asset for any business that requires consistent quoting capabilities.

Media

Media

Integrations Supported

Adobe Real-Time CDP
Apty
Bloomreach
Collate
Epicor CPQ
Flosum
Inspire Planner
Logik.io
Malbek
Momentum
OnScreen
RELAYTO
RenderDraw TakeOff Automation
Salesforce Agentforce Service
Tavant Warranty
Ventas CPQ & SMS Solution
Workato
Zapier
dataimporter
revVana

Integrations Supported

API Availability

API Availability

Pricing Information

$75.00/month/user
CPQ - $75 per month per user
CPQ+ - $150 per user per month
CPQ+ with billing - price upon request
Free Trial Offered?

Pricing Information

$119/mo or $99/mo yearly
First 10 sent quotes free; Pro $119/mo or $99/mo yearly.
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Not specified

Company Facts

Organization Name

Salesforce

Date Founded

2006

Company Location

United States

Company Website

www.salesforce.com/products/quote-to-cash/overview/

Company Facts

Organization Name

Overlab Holding B.V.

Company Location

Netherlands

Company Website

donequote.com

Categories and Features

CPQ

Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management

Order-to-Cash

Not specified

Product Configurator

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

Quote-to-Cash

Not specified

Quoting

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

Sales Acceleration

Not specified

Categories and Features

Quoting

Not specified

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