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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. CRM bi-directional integration with CPQ automatically updates quote information back into CRM, keeping forecasts accurate.
Ensure a consistent message is delivered. Users select from marketing-approved templates to assemble quotes—custom or standard—and include additional content to supplement the proposal, such as brochures, case studies, specification sheets, and sample contracts. They can create non-editable PDFs or editable quotes in Word or Excel. Once the quote is complete, sales reps can then send the completed document to their customer through CPQ—while tracking when the customer has received and reviewed the proposal.
The Salesforce1 integration makes creating quotes from mobile devices easy by pulling in key opportunity and customer information. They can even get customer approval on their mobile devices! But what if there isn’t 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.
Complex quotes often go through many revisions. CallidusCloud CPQ allows precise tracking of revisions, pinpointing the differences between all quote revisions. You can also mark any revision as primary.
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