Automated Quote Creation

Just a click of a button merges customer information, product data, pricing, and other content, including images, diagrams, drawings, charts, spec sheets, and case studies. In seconds, you’ll have a professional-looking quote or proposal document. The CRM bidirectional integration in CPQ by CallidusCloud means your sales team doesn’t need to update the CRM system or re-key information in CPQ.

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Rich Content and Flexible Templates

Sales processes that utilize marketing-approved proposal templates ensure a consistent message is delivered with every proposal. Users can select from marketing-approved templates and assemble custom quotes. Include additional content to supplement the proposal, such as:

  • Brochures
  • Case studies
  • Specification sheets
  • Sample contracts
  • Anything else desired

Users can create non-editable PDF documents or editable quotes in Word or Excel. Once the quote is complete, sales reps can send the completed document to their customer from CPQ. And, they can track when the customer has received and reviewed the proposal, giving an indication of buying interest.

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Sales reps are mobile, but sometimes they won’t have wifi or cellular reception at a customer location. With CallidusCloud CPQ reps can save their quotes for offline access and make updates to be synced to the system later. Even have the customer accept quotes on the sales rep mobile device!

The Salesforce1 integration makes creating quotes from mobile devices easy by pulling in key opportunity and customer information.

In addition, sales leaders can review and approve all pricing from any mobile device.

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Side-by-Side Revision Comparison

Complex quotes often go through many revisions. CPQ by CallidusCloud quote software capabilities allow precise tracking of revisions, pinpointing the differences between all quote revisions. You can mark any revision as primary.

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Driving Revenue and Simplifying Sales Quotes

The process of building quotes and proposals can be slow, fraught with complications and unforgiving to errors. How do you avoid that?



Request a live demo and learn, first hand, how to harness the power of CallidusCloud solutions.

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