Configure Price Quote
Channel and Partnership
Automated channel support
Provide your channel partners with an experience similar to that of your direct sales force. Pricing concessions are either automatically granted, or if they violate your margin or other rules, they are automatically routed for approvals through channel leadership. Partners can have subject matter experts answer questions about products through the Ask an Expert feature.
Channel partners can brand their eCommerce sites and proposals with their own branding, as well as manage their own quote and proposal templates.
Make it easier for partners to find what they are looking for with the guided selling function. It asks simple questions to guide them to the right products, suggest the best options and alternatives to meet specific needs, and provide real-time information on products through the Ask an Expert capability. Partners can view side-by-side comparisons to analyze detailed product specifications and see upsell and cross-sell suggestions.
Use CPQ to handle market-based pricing, currency conversions, contract pricing, one-time or recurring fees, purchases or leases, and so on. Multi-tier pricing supports partner channels, geographies, and currencies. Control and display product availability, pricing, and discounting according to channel, geography, industry, customer, or date.
Promotions and special offers
Easily set up promotions and special pricing via a simple point-and-click setup or an Excel upload. CPQ allows total control over offer availability rules, such as start and expiration date, minimum quantity requirements, minimum order size requirements, user type, market, and so on. With this much control, you can respond quickly to market needs.