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features
design
support

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Description

Managing quotes and contracts has never been simpler. You can now electronically sign documents and accept payments without delay. Generate a professional quote or contract with just a single click. Dispatch a document for electronic signatures and receive payments from your clients immediately. Monitor, oversee, and gain valuable insights into your business operations. Our productivity tools are designed to assist you in managing your tasks effectively. With just a quick look, you can determine if your customer has viewed, signed, approved, or declined any document. We offer a concise overview of your daily tasks, allowing you to concentrate on enhancing customer satisfaction. Thanks to our seamless integration with Stripe, collecting payments for your freelance or small business is possible from any location globally. Our application provides a streamlined method for sending payment requests to clients. You can keep track of outstanding balances, issue requests, and gather payments all within a single, cohesive platform, enhancing your overall efficiency. This approach not only simplifies your financial management but also contributes to a more organized workflow.

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

3D Source Product Configurator No 
Adobe Acrobat Sign No 
Apty No 
Bigtincan No 
Bloomreach No 
Collate No 
CollectXpert No 
Epicor CPQ No 
Kinective Bridge No 
Lago No 
Logik.io No 
Malbek No 
Microsoft Outlook Yes 
Momentum No 
OnScreen No 
Stripe Yes 
Tavant Warranty No 
Workato No 
Zapier No 

Integrations

3D Source Product Configurator Yes 
Adobe Acrobat Sign Yes 
Apty Yes 
Bigtincan Yes 
Bloomreach Yes 
Collate Yes 
CollectXpert Yes 
Epicor CPQ Yes 
Kinective Bridge Yes 
Lago Yes 
Logik.io Yes 
Malbek Yes 
Microsoft Outlook No 
Momentum Yes 
OnScreen Yes 
Stripe No 
Tavant Warranty Yes 
Workato Yes 
Zapier Yes 

Pricing Details

$29 per month
Free Trial No 
Free Version Yes 

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 Yes 
iPad App Yes 
Android App Yes 
Windows No 
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

Mosspaper

Founded

2014

Country

United States

Website

www.mosspaper.com

Vendor Details

Company Name

Salesforce

Founded

2006

Country

United States

Website

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

Product Features

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 No 
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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