Alternatives to Steve the Clerk
Compare Steve the Clerk alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Steve the Clerk in 2025. Compare features, ratings, user reviews, pricing, and more from Steve the Clerk competitors and alternatives in order to make an informed decision for your business.
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incentX
incentX
incentX is the go-to sales commission software for businesses that prioritize efficiency and clarity. It's designed to make complex tasks feel simple. Everyone works in harmony by aligning your sales team's targets with company goals. Forget manual calculations; incentX handles them in moments. With smooth integrations like SAP and Oracle NetSuite, your data flow remains uninterrupted. Our analytics don't just provide numbers; they offer actionable insights that inform your strategies. Streamlined operations mean fewer mistakes and a unified approach across all departments. And when it comes to customer interactions, incentX ensures they're meaningful, fostering stronger relationships. Choose incentX and experience a smarter way to manage incentives. -
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EASA
EASA
EASA has a unique approach to deploying existing, Excel spreadsheet-based tools as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers as well as subscription based applications (SaaS). Unlike competing solutions, sophisticated spreadsheets with VBA, macros and add-ins can be deployed with EASA. Furthermore, EASA provides full database functionality, approvals and notifications and integration with CRM and ERP systems. Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote), insurance raters, financial analytics, engineering calculations, and many more. Your existing spreadsheet becomes the “engine” for the web app, eliminating any need to extract the logic and reprogram in a separate solution. If your company has made a significant investment into critical spreadsheets, then learn why AIG, Voya, HP and others rely on EASA. -
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Configure One Cloud
Revalize
The Most Powerful CPQ to Accelerate Sales Cycles, Optimize Processes, and Drive Operational Efficiency—Backed by More Than 20 Years of Industry Experience. Empowering manufacturers with an advanced solution, Configure One Cloud customers report: • Enabled dealers to generate 40% of product configurations and 25% of sales orders, facilitating growth without increasing internal staff. • Reduced quote generation time by 50% and achieved 100% error reduction, streamlining the sales process and building customer trust. • Scalable environment for expansion, supporting a 400% growth rate and market diversification without compromising on quality or customer satisfaction. Some of Configure One Cloud Top Features: • Intuitive Advanced Rules Engine • Automated Multi-level BOM Generation • Dynamic Pricing Models • User-friendly Web Administration Interface • Seamless ERP/CRM Integration • Real-Time 3D Visualization Ready to transform your manufacturing process? Let's Talk! -
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PandaDoc
PandaDoc
PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are: - Proposals - Quotes - Contracts - eSignatures - Forms. PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.Starting Price: Free -
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Zomentum
Zomentum
Zomentum is a sales acceleration platform built exclusively for IT Partners that combines pipeline management, proposal and quote builder, sales automation, and reporting & analytics to enable frictionless MSP selling. With Zomentum, you can create documents 70% faster, increase deal value by 600%, and convert 100% more often. Thousands of MSPs use Zomentum today to generate more revenue, shrink sales cycles, and make buying easy. We've helped our customers generate close to $100M in revenue. Our mission is to nurture a strong and trusted IT partner network, revolutionizing the IT buying process so it is more enjoyable and more human for the world's small and medium businesses.Starting Price: $99/month (up to 2 users) -
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eRep
Revalize
eRep CPQ (configure price quote) software empowers manufacturers and distributors that need to simplify their complex quote-to-order processes with a modern cloud platform. eRep enables sales teams to accurately quote faster and sell smarter while accelerating growth with faster sales rep onboarding, enhanced business intelligence, and improved customer experience. eRep functions as an independent bridge between your CRM and ERP while remaining platform agnostic - meaning you don't have to use a specific CRM or ERP to take advantage of eRep's CPQ capabilities. From guided selling to multi-channel sales management, eRep can help you onboard new reps faster, follow up on sales activities, and give managers meaningful insights into your sales pipeline - even from independent reps! eRep goes beyond traditional CPQ by incorporating selection software and quote-specific product document generation - including technical drawings - making it an ideal choice for manufacturers!Starting Price: $75/user/month -
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Experlogix CPQ
Experlogix
Experlogix CPQ software solution helps businesses streamline the quote-to-order processes. Designed to handle complex product configurations and pricing, Experlogix CPQ is great for manufacturers and businesses with intricate product offerings. Enable your sales teams to quote complex configurable products and services with accuracy. Experlogix CPQ manages product and service options, available feature combinations, pricing, and discounting, and automates quote processes, helping sales representatives quote fast and sell right – every time. Build and design products per specific customer needs, with features that help select, visualize, and specify options, making the process easy to control and navigate. The pricing function leverages logic-based rules to generate complex quotes that are accurately priced. Generate customized, accurate, and compelling quotes faster and ensure your sales reps are delivering exact prices and discounts at the highest possible margin every time. -
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BestCPQ
BestCPQ
BestCPQ software is a solution for Salesforce users that helps companies produce highly configured quotes based on complex product, pricing and business rules so that sales has everything they need at their fingertips to close bigger deals faster. It is built for organizations with complex products, services and channels that need to get more out of their Salesforce CRM. The best part is that BestCPQ syncs with your ERP. It makes information from your ERP accessible to the right people in sales. That’s powerful. It also means that closed and won orders can drive the ERP process flow. No more dual entry. BestCPQ is powered by commercial SYNC to achieve front office and back-office integration. With BestCPQ, sales reps and partners have a complex product, pricing and business rules available to them in real-time to be able to quickly and accurately configure price and quote a deal. It eliminates errors and helps reps and partners to achieve stronger business outcomes.Starting Price: $7,800 per year -
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Salesninja
Salesninja
Thats where we come in. Let your salespeople sell from anywhere even if there is no internet. Salesninja gives your salespeople all of the tools they need to close a sales faster. And with Salesninja your company can control what products are available in each region, how those products can be configured, control pricing and calculate your profits for each order. A fully web-accessible administration portal is included for Purchase Order management, sales insights, individual product, user and dealer management and accessory controls. Our custom margin calculator is included with Salesninja and allows for real-time insight into the profits generated for sale. Quick Quote features allow for pre-configured templates of standard orders for rapid purchase decisions by your clients and to leverage over stock directly into the sales channel. -
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VividWorks
VividWorks
We help retailers, manufacturers and designers create a premium online experience with a true-to-life product representation in fully viewable 3D. Our platform works with any eCommerce and any device with a browser. It can support any product type with unlimited product combinations. Make your online selling like real. Accurately display your entire product portfolio, and showcase all available product variants in real-time in true 3D. Let customers see the product in 4K resolution, rotate it, zoom in, zoom out and explore in 360 degrees. Enable customers to configure the product that suits their specific or high-end needs. Product options like shapes, colors, materials, or any other accessories are true-to-life that create the in-store shopping experience. Your product doesn't exist before it's ordered? Close deals faster by creating a virtual product for your customers. Let them visualize, design, and configure the product conveniently and quickly in real-time. -
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Merkato
Quootz
Merkato is very easy to use. The software is packed with smart user-centric features and functions. The user interface is sleek and adapts interactively. The user only sees what he needs at that moment. Partly because of this, the implementation times are surprisingly short. Making changes is no problem at all. Using Drag&Drop, Cut&Paste and other tools such as pasting directly from Excel, changes and improvements are simply quick and fun to implement. Your salespeople, agents and dealers have immediate access to the result. They can immediately get started anywhere in the world and in any desired language, quickly and error-free generate and distribute quotations and other product-related documents. -
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Workday Services CPQ
Workday
Ditch the spreadsheets. If it’s a service or subscription, Workday Services CPQ is designed to quote it. From guided selling to solution catalogs, price modeling, and more, Workday Services CPQ is designed for service and subscription quoting. Quote services separately or combine them on one quote, and do it 10x faster. Automatically create accurate proposals, SOWs, orders, or any quote-related document. Workday Services CPQ dynamically builds document content as you build your quote. Route quote approvals based on financial or non-financial metrics, like risk, product, practice, region, and more. Workday Services CPQ bi-directionally connects with CRM, PSA, and ERP software. We offer integration packages for CRM and Workday. And our development team can build new integrations as needed. Workday Services CPQ's innovative features transcend traditional quoting and raise the bar for user experience, empowering businesses to work smarter, not harder. -
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Technicon CPQ
Technicon
Build top-quality, custom quotes in a short time with Technicon CPQ, a CPQ platform by Tacton and Technicon. Technicon CPQ enables sales staff to quickly turnaround accurate quotes, proposals and bid packages. Technicon CPQ allows users to generate their own quotes without any delay, allowing sales staff to focus on other opportunities. Technicon CPQ features multiple languages and currencies, web-based, online and offline capabilities, mobile compatibility, analytics and more.Starting Price: $20000.00/one-time -
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Quote Manager
CRM Dynamics
Quote Manager CPQ for Microsoft Dynamics 365. Quote Manager CPQ is a powerful add-on completely native within Microsoft Dynamics 365. This allows your sales team to create and send professional branded quotes from Dynamics 365 in few minutes. Quote Manager CPQ is the only Quote/CPQ system 100% dedicated to Dynamics 365 – where all the set up, configuration and data is held in Dynamics. As a result you have full control over any additional customization or use of standard Microsoft Dynamics 365 features such as queries, charts, views, and workflows. The quoting solution uses the standard export/import capability of Excel for Product Database modifications, as well as PowerBI dashboards and PowerApps. Quote output is controlled by standard Word Templates or other add-ons. Quote Generation. Search across 10,000+ products. Sort and filter by category, make, supplier, and product description. Add products to the quote, customize the layout with comments and sub-totals, edit descriptionsStarting Price: $17 per month per user -
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Hive CPQ
HiveCPQ
Time management is today’s biggest issue. Hive CPQ is here to solve it. Our Configure Price Quote (CPQ) solution enables your customers to configure complex products, to get customized quotes within a few seconds, and to order both products and spare parts directly to production. With our product configurator, your sales and back office teams can get a transparent overview of these actions during the whole process, and their time is saved for more important tasks such as customer relationships. Spend less time quoting and more time selling! -
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PSQuote
CLD Partners
PSQuote closes the gap of CPQ for services. You get a unified process for quoting professional services. You’ll spend more time on delivery and less time quoting. Relying on spreadsheets to create estimates instead of doing them in Salesforce? This disjointed system creates a gap between what was sold and what gets delivered. And that means revenue leakage, aka, lost profits. It also means difficulty tracking what you sold versus what you delivered. We understand how frustrating this is, and we believe you deserve better. Automate and streamline your quoting process. Accurately estimate and quote services. Automate the sales-to-delivery handoff. Gain a comprehensive view of service operations from estimation to execution. Get more granular forecasting and inputs to demand planning. Enable your sales team to quote services based exactly on how you deliver. PSQuote is the result of years of building quoting tools for dozens of clients. -
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Infor CPQ
Infor
Improve the visual buying experience for your customers. Provide your customers with a visual selection experience during their research and engagement. Sales channels will gain a competitive advantage and accelerated path to conversion. And you’ll be able to sell products quicker by eliminating costly errors and duplication of effort, while speeding up the sales cycle. Drive interest generation through fulfillment with a single solution across the enterprise. Grow the number of opportunities and generate more quotes through an intuitive and efficient quoting solution. Meet customer requirements with shortened quote-to-delivery times. Improve win rates with less dependency on internal staff. Automatically create accurate proposals and downstream fulfillment information. Accelerate new product introduction by adapting quicker to market demands. -
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Conga CPQ
Conga
Configure smart, accurate deals faster. Empower your sellers to quote accurately and spend less time selling, no matter how complex your business becomes. With Conga CPQ, sellers are more efficient, ultimately closing bigger deals at a higher win rate. Configure complex products and services, deliver accurate quotes, and create smarter deals with the most up-to-date product and pricing information. Your customers will appreciate the smooth, error-free process. 82% of B2B decision-makers think sales reps are unprepared. Conga CPQ helps scale the actions of your best sales reps across the entire sales organization through guided selling, pricing guidance, and margin protection. -
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Renewtrak
Renewtrak
Renewtrak is an automation platform that connects the global tech industry to power the renewals and subscription economy. Our customers are able to take control of their recurring revenue streams and automate quoting through complex distribution channels to present their customers with personalized and relevant renewal options for all kinds of license, support, maintenance, and annuity contracts. Automated renewal notifications save your team time and touch every single account, improving renewal rates. Use the renewal event as an opportunity to grow existing customers. Let your customers browse, self-checkout, and close the deal effortlessly for quicker quote-to-cash. We’re bringing the B2C digital buying customer experience to B2B, where customers are not only encouraged to renew, but expand. Renewtrak automates repetitive tasks so your team can focus on what really matters. With AI-enabled likelihood to renew scores, our dashboard gives you real-time visibility. -
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Bit2win
Bit2win
Bit2win CPQ empowers sales, partners and customers to configure complex products/services, deliver accurate quotes and create smarter deals with most updated product and pricing information. Bit2win, designed for enterprises going digital and sale processes & quoting automation, enables sale of tangible goods and subscriptions, recurring and use-based pricing, bundles and amendments to existing service contracts providing among the best out-of-the-box pricing functionality on the market. A real complete sales cloud suite that covers the entire multichannel sales cycle processes, from price configuration to go-to-market strategy. Bit2Win suite is the innovative omni-channels solution to optimize business processes, identify and manage sales opportunity, configure right product at right price in real-time, simplify and shorten sales cycle, increase efficiency and reduce errors, speed time-to-market and bring differentiation, assure customer engagement and loyalty.Starting Price: $50 per user per month -
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IBM Sterling CPQ transforms and automates configuration, pricing and quoting of complex products and services. IBM Sterling CPQ transforms the buying and selling of complex products and services across all of your buyers' preferred channels to make it easier for your customer to buy from you. Our CPQ software solution guides eCommerce customers, sales teams, call center representatives, and partners to select the right products and ensure pricing is accurate. IBM Sterling CPQ helps you provide the buying experiences today's customers demand, while improving your sales productivity. CPQ provides automated online sales process for accurate configuration of solution bundles with cross-sell, up-sell opportunities, which improves customer satisfaction and lowers call center volumes. CPQ eliminates manual pricing execution with a centralized system that enforces pricing consistency and automates pricing changes while enabling business users to facilitate price maintenance.
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RevOps
RevOps
Leave chaotic closing processes behind with templated quotes, approval workflows, and pricing guardrails to empower your teams and help sales reps win. Build pre-approved, fully customized agreement templates for your sales teams. Make changes instantly and adjust to your business needs right away. Forget the long implementation process. With RevOps, get your team up and running in hours and days instead of weeks and months. Set your reps up for success by enabling flexibility while providing the necessary guardrails to structuring deals. Create approval workflows, promote alignment, while saving precious time for your team. Send documents to anyone in the world and smoothly scale your sales operations for the global, remote, and digital economy.Starting Price: $50 per user per month -
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TeamGram
TeamGram
The CRM that doesn’t stop when you close. TeamGram works across departments, helping everyone in your company collaborate to achieve amazing sales performance and customer satisfaction. Use it to write quotes, track orders, manage post-sale activities, assign tasks to mobile teams and more. TeamGram dashboard provides real-time insights into vital business metrics, without having to dig through spreadsheets. Quickly discover what needs your attention and make faster decisions. The pipeline view enables you to see all your deals at a glance and makes it easier to focus on your next actions. Drag&drop your deals from one stage to the next, take control of your sales process in a very simple and visual way.Starting Price: $12 per user per month -
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VariSuite
Variantum
In other words, all the information needed to improve your product or offering and used in sales, engineering, production and maintenance is usable via a single source of data. The beauty with VariSuite is that you can achieve results quickly regardless of your product or industry. VariSuite is developed to support configurable products whether they are simple or complex. Its modules work independently or together in a single database and share a common framework and API. VariSuite adapts to the needs of any business with dynamic data and a product model which supports maintainability. VariSuite Framework is a common platform for all VariSuite modules: VariSales, VariPDM, VariProd and VariTrace. It enables maintaining the data model, access management and product model definitions and contains generic features and functions with a dynamic data model.Starting Price: €95 per user per month -
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iQuote Xpress
iQuote Xpress
Most proposal automation and quoting software requires days of training or paying for help from an IT consultant with a Ph.D in APIs just to get started. But with iQuoteXpress (IQX), we do the heavy lifting to rapidly deliver a customized, integrated, and fully supported sales proposal and quoting solution. It’s a configure, price, quote system that's easy to roll out and easy to use. Your sales proposals should reflect your brand values. IQX tailored proposal templates will help ensure a consistent look and feel for every quote you put in a customer's hands. We’ll build a custom, branded dashboard for your quoting software, and load your catalog of products, services, pricing schedules, even your customers and accounts. Sales enablement requires analytics, and we’ll deploy the back-end tracking tools to give you complete oversight, and help ensure no proposal or business opportunity goes missing.Starting Price: $39 per year -
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Verenia CPQ
Verenia
Verenia CPQ increases sales and reduces costs for manufacturers, Verenia CPQ enables sales and engineering to quickly and accurately create quotes and orders of complex products while automatically applying all necessary product, pricing, and business rules, including dynamic, on-the-fly creation of Bills Of Material and/or Routings.Starting Price: $89.00/month -
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SplashQ2C
SplashQ2C
Easily send quotes on demand with SplashQ2C customizable quote templates, from anywhere. Empower customers with our proprietary “Buy Now” button to accept and make payments directly from their quote. Empower customers with our proprietary "Buy Now" button to automatically process payments and send orders immediately to suppliers for fulfillment. Allow resellers to maintain their brand identity with reseller and co-branding quote template options. Users may create and maintain their own custom and modified quote templates by quote type or for quick creation of most commonly placed orders. However your customers like to pay, SplashQ2C can manage it. Process credit cards, accept and approve purchase orders, even manage credit lines directly through SplaceQ2C. Process credit card payments or upload purchase orders for easy payment processing. Easily reconcile payments when received. Invoices and receipts are sent to the customer automatically.Starting Price: $49 per user per month -
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PROS Smart CPQ
PROS
To live on the leading edge of business you must automate the sales experience so it’s quick, easy and always personalized. That’s Smart CPQ software accelerating your sales teams to deliver the right product at the right price in a flash. PROS configure, price, quote software solutions accelerate sales by enabling your team to respond to customer quotes within minutes. Integrate AI-based price optimization science and increase your sales teams’ ability to win the sale on the first quote. With PROS CPQ software solutions, your team can now quickly quote the right products at the right price. Skip the speed bumps. Smart CPQ technology accelerates the sales process and provides powerful, intuitive CPQ tools so your reps can find the right product, customize configurations, manage approvals, price just right and generate professional proposals. -
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CPQLite
Solunus Technologies
CPQLite is a streamlined Configure, Price, Quote (CPQ) solution integrated within Salesforce, designed to enhance the sales process for companies with complex product offerings. Its key functionality includes: Product Configuration: Sales teams can efficiently customize products or services based on customer needs, ensuring all selections meet predefined business rules and technical constraints. Accurate Pricing: CPQLite automates the application of pricing rules, discount approvals, and volume-based pricing, ensuring consistency and profitability. Quote Generation: It enables the rapid creation of error-free quotes that can be easily shared with clients in customizable templates. Salesforce Integration: CPQLite seamlessly integrates with Salesforce objects like Opportunities, Accounts, and Products, making data management intuitive. Guided Selling: By using smart recommendations, CPQLite helps sales reps choose the best product configurations and pricing options.Starting Price: $25 USD/user/month -
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FPX
Revalize
Revalize delivers sector-specific software solutions that drive growth through elevated digital experiences for manufacturing companies, their channels, and their customers. For decades, manufacturers and distributors selling pumps, motors, compressors, blowers, valves, actuators, and other types of mechanical equipment have turned to the FPX Intelliquip Selling Cloud and our purpose-built Selector and Configure-Price-Quote (SCPQ) solutions to quickly and profitably select, configure, quote and sell their complex, engineered products across their sales and distribution channels. Collaborative selling allows you to quickly deliver a complete and accurate quote package through an automated, permission-based approval process. Backed by more than three decades of domain expertise, our Industry Vertical Solutions support the world's best brands. -
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Powertrak
Axonom
Powertrak CPQ Software Suite by Axonom is a cloud-based and mobile-friendly platform that enhaces and streamlines the sales quoting, ordering, pricing, and product configuration processes. With Powertrak, sales teams and channel partners are more empowered to turn leads into conversions faster by making accurate product and pricing information more accessible. Powertrak offers seamless integrations with leading business tools, such as, Microsoft Dynamics 365, Salesforce, Oracle, NetSuite, and Macola Software.Starting Price: $500.00 per month -
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Qotbild
Solenoid Augment Technologies
A cloud based CPQ software that simplifies the process of quoting based on complex product families, pricing and dimensions. It is designed to provide powerful support to sales teams to quote for custom products with complex bill of materials, price bands and dimensions that need calculations. It goes above and beyond a traditional ERP and CRM, allowing businesses to save hours of time by simplifying the quotation process and facilitating sales acceleration. Solenoid’s Qotbild is an ingenious CPQ software that helps SMEs reduce their time to sell by reducing time to quote, time to order and time to build. It is designed to provide powerful support to sales teams above and beyond a traditional ERP and CRM, allowing businesses to save hours of time by simplifying the quotation process and facilitating sales acceleration. A platform specifically design for the omni-channel sales team, the Qotbild™ App will change the way your sales function works forever! -
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Qmaze
Quadriceps Products
Qmaze is a powerful and easy-to-use quotation and product configurator Qmaze will create easier, faster and more reliable quotes and orders for you. Qmaze connects your ERP, CRM or development environment with your e-commerce. The possibilities are endless: inside your own organization, on the internet or through a dealer portal. A correct and complete quotation and order with the Qmaze product configurator. Your customers can quickly and easily create a quote and order via the web. You build and maintain you in a simple way product with all possible options, complexity, and possibilities. Qmaze is easy are linked to your CRM and/or ERP system. Your dealers and customers receive a dealer portal in which they can clearly follow all quotations and orders, anywhere in the world, in all your desired languages. Qmaze runs in the cloud, fully provided by us, or on your own web server.Starting Price: $200.00/month -
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Quickly deliver promotions, offers, and products with CSG Configure, Price, Quote (CPQ). Design new products and promotions using product definition, pricing, billing, provisioning and more. Guided sales wizards walk agents through the order process for increased order accuracy. CSG Configure, Price, Quote (CPQ) controls all of the data, rules and processes associated with products, services and bundles—from initial pricing and packaging to provisioning, billing and physical inventory. Reduce the time and resources required to manage product and price changes, saving you money and getting you to market faster. Design new products and promotions based on customer demand, sales channels, timing and more. Billing Configuration Edition makes it easy to edit product portfolios so you can quickly launch and iterate on offers, reducing time to market. Product Configurator is built into ACSR, displaying the information agents need to create customer offers.
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Tacton CPQ
Tacton Systems
Automate your sales processes with the top-rated CPQ for manufacturing while ensuring you can govern your product offering across channels, optimize your supply chain, and deliver 100% accurate quotes. Make buying and selling of complex custom products simple with Guided Selling powered by Tacton CPQ. Tacton Visualization ensures your customers get to interact with their products in a real-time experience. CPQ Integrations ensure you deliver the right solution, at the right time, and in the right channel while ensuring efficient operations. Powered by CPQ, our Smart Commerce Platform provides an integrated solution that empowers you to be a digital-first, data-driven sales organization. Configure, Price and Quote with 100% accuracy using the top CPQ software for manufacturers. Create an engaging buying experience with Visual Configuration built for manufacturing. Free up engineering to focus on innovation by automating design to sell custom products as fast as standard. -
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XaitCPQ
Xait
XaitCPQ (Configure, price, quote) captures all of the complex product, pricing, and business rules in one central place for automating and streamlining actions in real time. We help organizations win more deals at better margins, by making it really quick and easy to correctly build and price combinations of products and services, and do so at scale. Shorten the sales cycle, and remove bottlenecks, enabling sales teams to present exactly the right solution at the right time and cost to the right customer. As a cloud-based solution XaitCPQ enables sales reps to work from any location and on any device. Management can see exactly where in the process a purchase is, it’s status and who’s working on it. Less dead time equals more opportunities to sell and adds value in ways previously thought unimaginable. -
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Sales Rep's Assistant (SRA)
Yosemite Software Solutions
The greatest benefit of this feature is that your organization will always have the most current manufacturer pricing, models, and options in the program. Our manufacturer relationships enable us to roll out automated price book and manufacturer updates in a timely fashion so that you do not get stuck in the position of wondering if you are creating quotes and orders with incorrect data and pricing. These updates are transmitted directly into the software on a regular basis, and the updates are, in many circumstances, uploaded on the same date as the manufacturer release date. SRA automatically updates software changes and improvements in order to ensure that you are using the most current version and software features. In addition to manufacturer and software updates, SRA can also remotely distribute and update dealer data and media to the SRA users in your organization. -
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SmartConfigurator
Techform
All the SmartConfigurator Cloud CPQ Suite modules are the result of our continuous R&D policy, Techform technology is labeled by BPI France. SmartConfigurator is the precursor of a new generation of tailor-made product configurators combining 5 customizable modules to adapt to the business and to the specific specifications of each manufacturer or industrialist and interface with its information system (in particular CRM and ERP). Our team combines IT and business engineering skills to facilitate every step, from defining specifications to implementing your business and technical configurator project. Optimize your quotes by integrating all the parameters and manufacturing rules for your tailor-made products and services with different options and variants. Market your industrial products 24/7 internationally by integrating your options and variants. Transfer of technical data to the ERP and creation of manufacturing sheets. -
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Model N
Model N
Model N delivers an end-to-end platform empowering companies to maximize revenue as they transform Sales, Marketing, Channels, Finance, and Legal processes. Model N’s revenue management solutions help you maximize revenue by transforming siloed, tactical activities into strategic end-to-end revenue processes through automation and intelligence. Revenue Cloud bridges the gap between front-office and back-office activities providing a unified system of record for all revenue execution. Model N allows customers to easily configure and quote complex products, quickly come to terms on complicated contracts, have more accurate and timely channel data ensuring visibility into channels, and efficiently manage incentive programs avoiding overpayments. Model N Rebate Management helps you better engage your channels to improve and optimize revenue. -
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SAP CPQ
SAP
SAP CPQ (formerly CallidusCloud CPQ): Provide a richer customer experience by empowering your sales team and partners to offer complex product configurations, optimized pricing, and great-looking proposals. With the SAP CPQ solution, you can offer the right product at the right price and time, and accelerate sales through any channel by seamlessly connecting SAP CPQ to any CRM or ERP platform. Help sales reps sell through more channels faster by eliminating order errors, generating proposals instantly, and providing customer- and channel-specific pricing. Establish intelligent, integrated sales processes to generate quotes faster, simplify approvals, cut sales cycles, and free staff to focus on sales. Improve business insights to maximize sales opportunities, increase cross- and up-selling, and optimize pricing, while protecting margins. -
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DealHub
DealHub.io
DealHub's award-winning Revenue Amplification Platform offers the most complete and connected revenue workflow for your organization. Our zero-code solution empowers visionary leaders to connect their teams and processes, execute deals faster, and create predictable pipeline more effectively than ever before. Our platform centralizes B2B buyer communications and connects every stage of the sales lifecycle – all from one easy-to-use guided selling playbook. DealHub customers benefit from increased average deal size, faster time-to-revenue, greater sales rep productivity, and real-time buyer intent data. Our Revenue Amplification Platform includes: Configure-Price-Quote (CPQ) Contract Management Subscription Management DealRoom DealHub integrates natively with Salesforce, Microsoft Dynamics 365, Freshworks and other leading CRMs. Visit dealhub.io to accelerate your sales and revenue operations. -
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Workday Financial Management
Workday
With intelligently automated financial processes and deeper insights, you can focus less on transaction processing and more on analysis and action. Businesses ebb and flow over time. Workday helps you remain agile and stay ahead of change with our flexible foundation. Adapt business processes while continuously tracking change as you go. Machine learning reduces friction by continuously detecting anomalies and making recommendations. This helps finance interpret and review results, while focusing on the areas of business that matter most. We deliver data to all corners of your organization, surfacing insight right when you need it. Stakeholders can see what’s driving the business and take action. Workday provides undefeatable electronic evidence. We document every transaction and change continuously, to help you proactively manage risk and monitor compliance. -
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Aniconfigurator
Animech
Ensure correct pricing using guided sales flows and discount rules. Avoid errors and reduce risks through built-in controls, approval flows, and signatures in the quotation process. Customers can easily change colors and preview furniture pieces in different combinations, giving them a realistic and personalized preview of their potential purchase. Transform the customer experience by integrating 3D environments directly on your website, enabling an interactive product display. Give your customers the power to explore and visualize products in a variety of designs, colors, and interior styles in pre-designed virtual rooms. They will also have the opportunity to instantly digitally redesign their own spaces, replacing old with new ones and playing with different products from your range to create their dream environment. Revolutionize the way you sell complex products with Animech CPQ, a customized solution that simplifies the sales process. -
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Epicor CPQ
Epicor Software
Epicor CPQ (formerly KBMax) is redefining CPQ and ecommerce for manufacturers globally. Our product configurator can handle complex business rules, visualization, real-time pricing, CAD automation and website embedding. This end-to-end solution results in an awesome buying experience, a faster sales cycle, and a more efficient manufacturing process. We're different because we: - Make it easy to sell and buy complex products faster - Handle the most complex business rules with a visual, no-code engine that simplifies configuration and maintenance - Automate rules, workflows, CAD drawings and documents to ensure accuracy and efficiency - Eliminate the middleman, allowing customer to buy directly rather than through a sales person. Our product configurators can be embedded into any webpage -Enable B2B2C when distributors and partners can sell directly to customersStarting Price: $100.00/month/user -
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SwiftCRM
SwiftCloud
CRM Software for Growing Small Businesses. Complete Customer Relationship Management, Helpdesk, Sales Tools & More. You’re busy. The last thing you need is another software program to keep updated. SwiftCRM side steps conventional CRMs, so you automate more, and send emails, calls, and postal mail right through the application – so you never have to copy & paste. Furthermore, it’s the #1 most customizable sales dashboard in the industry, so you or your team will feel right at home, with language, labels, statuses, and deal flow that match your systems. We believe software should conform to humans, not the other way around.Starting Price: $19.00/month/user -
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Netformx DesignXpert
Netformx
Streamline the IT Solution design process - Netformx DesignXpert is the global leader in enterprise technology design—including highly complex multivendor designs—and proposal generation. Accessed via desktop or cloud, DesignXpert streamlines the design process with its advanced graphics-based capabilities that make it easy to create detailed, rich graphical network drawings, designs, and schematics. DesignXpert provides seamless integration with Cisco Commerce Workspace (CCW) and with Visio®. Solutions baselined with your customer’s actual network, uploaded from Netformx Discovery™, enable rapid creation of accurate designs. DesignXpert automatically enables you to stay current on products and services, to quickly deliver professional and personalized multivendor proposals (including design diagram, BOM, and SOW) that increase profitability and customer satisfaction. Designs are validated against the industry’s most complete Netformx KnowledgeBase™ . -
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CanvasLogic
CanvasLogic
Help your customers visualize custom products while you close deals faster with CanvasLogic's cloud-based product configurator software. This powerful software allows users to configure complex products in real-time with photorealistic 3D visualization. The Augmented Reality (AR) feature enhances your customers' experience and lets them dream about possibilities. Calculate pricing automatically with no errors while configuring the solution, and create a seamless sales process by integrating the CanvasLogic configurator with other sales enablement platforms including CRM, eCommerce, PLM, PIM, and ERP. For more than 15 years, CanvasLogic has been empowering customers and their partners with configuration-driven visualization solutions to digitize their sales, improve customer experience and grow their business faster. Founded in 2001, the company has won multiple design and innovation awards for modular 3D configuration software. The mission of CanvasLogic is to enable the -
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3CAD
Cyncly
Transform your business with 3CAD, a seamless CPQ software with engineering functionality under the Cyncly brand. 3CAD's advanced 3D modeling and visualization capabilities enable quick iterations, allowing for faster prototyping and decision-making. This reduces the time from concept to market, ensuring you can respond swiftly to trends and customer demands. By automating and integrating design, pricing, order validation, and manufacturing processes, 3CAD significantly cuts down on manual intervention. This not only reduces the potential for costly errors but also lowers overall operational expenses by optimizing resource allocation and minimizing waste. 3CAD's flexible configuration and customization tools will empower you to offer a wider array of personalized products. This ability to cater to individual customer preferences not only elevates the buying experience but also fosters greater customer loyalty and satisfaction, ultimately leading to higher sales and repeat business. -
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Elfsquad
Elfsquad
No more pre-production nightmares. Elfsquad is for makers. We connect the sales- and production processes, and enable sellers and buyers to configure complex products without errors. Let your sales team, dealers and even customers configure complex products. Elfsquad enables you to make complex products understandable; for all audiences. This is one of Elfsquad’s USP’s: a quotation from Elfsquad does not only mean an error-free configuration, it also seamlessly meets customer demand. Integrate with other IT applications. A configuration is just the beginning of a logistical process. That is why Elfsquad integrates with all other software: ERP, CAD, CRM, Outlook, Excel, your local storage: you name it. Elfsquad digitalizes your entire processes. Another great USP: our software has to sell your products. That is why Elfsquad is implemented by people who know sales, instead of by people who know IT. Because it is likely that your best IT person is not your best sales person. -
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Vendavo
Vendavo
We help B2B organizations like yours optimize pricing and sales and achieve predictable, profitable outcomes – and realize your unlimited commercial potential. How? By putting our world-class people, processes, and technology to work. Explore our best-in-class solutions for unlocking the unlimited commercial potential of your products or services, proven in practice by market leaders the world over. Vendavo Pricepoint is a cloud-based dynamic price management software solution that enables organizations to bring together all the relevant pricing-related information across their business in one secure place. Pricing teams set and manage pricing strategies in the form of user-configurable rules and calculations. This flexible pricing logic can then scale across their catalogs of products, regions, countries, channels, and customers to ensure that the price is always right, no matter the context.