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Description
Efficiently launch promotions, offers, and products with the CSG Configure, Price, Quote (CPQ) solution. Utilize product definition, pricing, billing, provisioning, and additional features to craft innovative products and promotions. With guided sales wizards, agents can navigate the order process more effectively, ensuring higher order accuracy. CSG CPQ manages all relevant data, rules, and processes linked to products, services, and bundles, covering everything from initial pricing and packaging to billing and inventory management. This streamlining significantly cuts down the time and resources needed to oversee changes in products and prices, ultimately saving you money and accelerating your market entry. You can create new products and promotions tailored to customer preferences, sales channels, and timing considerations. The Billing Configuration Edition simplifies the editing of product portfolios, enabling quick launches and iterations of offers, thus reducing time to market further. Additionally, the Product Configurator is integrated into ACSR, providing agents with the necessary information to craft customer offers efficiently, ensuring that the sales process is both effective and user-friendly. This comprehensive approach enhances the overall sales experience, leading to improved customer satisfaction and loyalty.
Description
Quoter is an innovative cloud-based platform designed specifically for managed service providers (MSPs) that streamlines the quote-to-cash process by automating more than 30% of sales tasks. The platform seamlessly integrates with various systems such as PSA, CRM, distributors, payment processors, and accounting software to automatically fill in client, product, and pricing information. It accommodates an unlimited array of configurable line items and bundles, offers volume discounts, supports multi-currency pricing, and accurately calculates taxes and shipping—leveraging tools like Avalara. Additionally, it facilitates e-signatures and payment processing through options such as Stripe, PayPal, and ConnectBooster. Quoter also provides customizable branded templates, product configurators that include optional and single-select items, and distributor pricing that is aware of inventory levels. The platform enhances productivity with features like email tracking, automated follow-ups, manager approval workflows, and detailed cost and margin tracking, all while offering comprehensive reporting capabilities on quotes, margins, users, and product performance. Furthermore, businesses can benefit from its robust analytics to make informed decisions and optimize their sales processes.
API Access
Has API
No
API Access
Has API
No
Integrations
Agile CRM
No
Amazon Web Services (AWS)
No
Authorize.Net
No
Avalara
No
CloudBlue
No
ConnectBooster
No
ConnectWise Automate
No
ConnectWise Cybersecurity Management
No
HaloPSA
No
HubSpot CRM
No
Integrations
Agile CRM
Yes
Amazon Web Services (AWS)
Yes
Authorize.Net
Yes
Avalara
Yes
CloudBlue
Yes
ConnectBooster
Yes
ConnectWise Automate
Yes
ConnectWise Cybersecurity Management
Yes
HaloPSA
Yes
HubSpot CRM
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$149 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
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)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
CSG
Founded
1994
Country
United States
Website
www.csgi.com/capabilities/configure-price-quote/
Vendor Details
Company Name
ScalePad
Founded
2015
Country
Canada
Website
www.scalepad.com/quoter/
Product Features
CPQ
2D Drawing
No
3D Modeling
No
Approval Workflow
No
Guided Selling
No
Product Configurator
No
Proposal Generation
No
Quotes / Estimates
No
Renewal Management
No
Self Service Portal
No
eCommerce
No
Product Configurator
2D Drawing
No
3D Modeling
No
Analysis & Constraints
No
Custom Pricing Options
No
Inventory Management
No
Recommendation Engine
No
eCommerce
No
Product Features
CPQ
2D Drawing
No
3D Modeling
No
Approval Workflow
No
Guided Selling
No
Product Configurator
No
Proposal Generation
No
Quotes / Estimates
No
Renewal Management
No
Self Service Portal
No
eCommerce
No
MSP
Backup Management
No
Billing & Invoicing
No
CRM
No
Dashboard
No
Help Desk
No
Issue Management
No
Live Chat
No
Patch Management
No
Privileged Access Management (PAM)
No
Project Management
No
Remote Access
No
Remote Systems Monitoring
No
Scheduling
No
Proposal Management
Automatic Formatting
No
Calendar Management
No
Collaboration
No
Contact Management
No
Content Repository
No
Document Management
No
Electronic Signature
No
Knowledge Library
No
Pipeline Management
No
RFP Management
No
Requirements Management
No
Revision Management
No
Task Management
No
Templates
No
Version Control
No
Quoting
Automated Quoting
No
Catalog Management
No
Client Portal
No
Contact Management
No
Customer Accounts
No
Customizable Branding
No
Discount Management
No
Forms Creation
No
Pricing Management
No
Product Configurator
No
Proposal Management
No
