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features
design
support

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Description

For those in search of a budget-friendly and user-friendly CPQ solution, CIS Configurator is an excellent choice. This tool is specifically crafted to simplify the quoting process, enhancing the efficiency of sales teams by enabling them to swiftly configure, price, and quote intricate products, ultimately leading to quicker deal closures. As a web-based application, CIS Configurator features a rule-driven configurator, comprehensive pricing management, seamless integration with various ERP and CRM systems, a centralized hub for all quotes, and enhanced visibility into the sales pipeline. With its intuitive design and powerful capabilities, CIS Configurator is poised to transform how businesses approach sales.

Description

Accelerate your quoting process, manage pricing effectively, and secure more deals using Salesforce CPQ. Designed specifically for the leading CRM platform, Salesforce CPQ equips businesses with essential tools to streamline their sales journey from quoting all the way to cash flow. This comprehensive solution is available in three distinct editions, one of which includes complete Quote-to-Cash capabilities that also facilitate billing and collections. With Salesforce CPQ, companies can enhance their sales efficiency and improve overall revenue management.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Real-Time CDP No 
Bloomreach No 
Canopy No 
Epicor CPQ No 
Gearset No 
Kinective Bridge No 
Lago No 
Malbek No 
Metazoa Monarch No 
Momentum No 
Prodly AppOps No 
Provar No 
RELAYTO No 
SAP Business One Yes 
Salesforce Agentforce Revenue Management No 
Threekit No 
Ventas CPQ & SMS Solution No 
Workato No 
Zilliant No 

Integrations

Adobe Real-Time CDP Yes 
Bloomreach Yes 
Canopy Yes 
Epicor CPQ Yes 
Gearset Yes 
Kinective Bridge Yes 
Lago Yes 
Malbek Yes 
Metazoa Monarch Yes 
Momentum Yes 
Prodly AppOps Yes 
Provar Yes 
RELAYTO Yes 
SAP Business One No 
Salesforce Agentforce Revenue Management Yes 
Threekit Yes 
Ventas CPQ & SMS Solution Yes 
Workato Yes 
Zilliant Yes 

Pricing Details

$695.00/month
Free Trial Yes 
Free Version No 

Pricing Details

$75.00/month/user
CPQ - $75 per month per user
CPQ+ - $150 per user per month
CPQ+ with billing - price upon request
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Complete Information Solutions

Founded

2009

Country

United States

Website

www.cisconfigurator.com

Vendor Details

Company Name

Salesforce

Founded

2006

Country

United States

Website

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

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow No 
Guided Selling Yes 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management No 
Self Service Portal Yes 
eCommerce No 

Product Configurator

2D Drawing No 
3D Modeling No 
Analysis & Constraints Yes 
Custom Pricing Options Yes 
Inventory Management No 
Recommendation Engine No 
eCommerce No 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management No 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation No 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management Yes 

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow Yes 
Guided Selling Yes 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management Yes 
Self Service Portal No 
eCommerce No 

Product Configurator

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

Quoting

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

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

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