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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.
Description
Threekit is an AI sales agent designed for enterprise manufacturers selling complex, configurable products. The platform is trained on a manufacturer's own catalog, business rules, and pricing data, enabling dealers, end customers, and sales reps to move from a complex catalog to a configured product and qualified next step.
The platform includes two core products. The Sales Agent for CPQ accepts voice memos, photos, specs, RFPs, and natural language to generate valid configured proposals with budgetary pricing. The Web Leads Agent engages inbound website visitors, qualifies buyer intent, and routes high-intent traffic to self-serve quoting, a dealer, or a sales rep.
Threekit integrates with Salesforce CPQ, Oracle CPQ, Infor, Configure One, SAP, Shopify, B2B commerce platforms, ERP systems, PIM, CMS, DAM, and CRM systems. It runs alongside existing infrastructure without requiring migration and deploys in 90 days.
Key capabilities include AI-powered guided product configuration, rule-based validation ensuring only valid builds are produced, real-time pricing against price books and margin rules, photorealistic 3D and augmented reality product rendering, and shared collaboration deal rooms for real-time customer and seller interaction.
All AI recommendations are governed with no hallucinations, no competitor mentions, and no cross-customer data sharing. The platform includes a full admin, moderation, and analytics dashboard. Threekit is ISO 27001 certified and is available as a standalone portal, embedded in sales tools, or deployed on company websites. It serves 150+ manufacturers in windows and doors, building materials, furniture, AV equipment, heavy equipment, and medical devices.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Apty
Yes
Collate
Yes
CollectXpert
Yes
Epicor CPQ
Yes
Flosum
Yes
Gearset
Yes
Infor CPQ
No
Logik.io
Yes
Metazoa Monarch
Yes
OnScreen
Yes
Integrations
Apty
No
Collate
No
CollectXpert
No
Epicor CPQ
No
Flosum
No
Gearset
No
Infor CPQ
Yes
Logik.io
No
Metazoa Monarch
No
OnScreen
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
CPQ+ - $150 per user per month
CPQ+ with billing - price upon request
Free Trial
Yes
Free Version
No
Pricing Details
Final pricing depends on client needs.
Free Trial
No
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
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)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Salesforce
Founded
2006
Country
United States
Website
www.salesforce.com/products/quote-to-cash/overview/
Vendor Details
Company Name
Threekit
Founded
2018
Country
United States
Website
www.threekit.com
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
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
Yes
3D Modeling
Yes
Analysis & Constraints
Yes
Custom Pricing Options
Yes
Inventory Management
Yes
Recommendation Engine
Yes
eCommerce
Yes
Visual Configuration
2D Configuration
No
3D Configuration
Yes
CPQ Integration
Yes
Custom Pricing Options
Yes
Documentation
No
Dynamic Environments
Yes
Nonvisual Support
No
Saved Versions
No
Zoom In
Yes
