Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Steve the Clerk serves as a CPQ software solution that streamlines the information flow within your organization. This innovative tool empowers your sales team to seamlessly generate precise and impeccable quotes, orders, and various documents related to your tailored products and services. With Steve, your sales personnel can swiftly produce detailed and accurate quotes alongside other essential documents. It is important to note that these documents can be created for both internal purposes and client-facing needs. Consequently, the Steve the Clerk CPQ software facilitates an effective and effortless information exchange. Many businesses claim to prioritize customer satisfaction; however, their internal processes often contradict this assertion. By alleviating the burden of quote preparation, order finalization, and information verification from your sales staff, Steve the Clerk allows them to dedicate more time to engaging with customers. This shift not only enhances sales performance but also cultivates happier and more loyal clientele, ultimately driving the success of your business. Additionally, by investing in such technology, companies can align their operations with their customer-centric missions.
Description
Threekit is an AI-native CPQ built for manufacturers. Configuration starts from a description, photo, voice note or spec sheet. The AI interprets the input, asks for missing details, and guides option selection while your catalog, compatibility rules, and pricing logic govern every step.
Selections are validated against if/then rules and option gates as the build takes shape. Pricing pulls from your price books with support for line-level rules, per-unit discounts, and quote-total rules. Role-based visibility controls who sees MSRP, dealer cost, margin, or discounts. The result is a quote PDF with line items that can be locked, revised, and shared.
One catalog and rule set serves sales teams, dealer networks, and your website. Threekit runs alongside an existing CPQ or replaces it, handing off configurations as JSON or XML. It integrates with Salesforce CPQ, Oracle CPQ, SAP, Shopify, ERP, PIM, and CRM systems.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Configure One Cloud
No
Infor CPQ
No
Oracle CPQ
No
Salesforce CPQ
No
Shopify
No
Integrations
Configure One Cloud
Yes
Infor CPQ
Yes
Oracle CPQ
Yes
Salesforce CPQ
Yes
Shopify
Yes
Pricing Details
No price information available.
Free Trial
No
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
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
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
No
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
Steve the Clerk
Founded
2017
Country
Finland
Website
stevetheclerk.com
Vendor Details
Company Name
Threekit
Founded
2018
Country
United States
Website
www.threekit.com
Product Features
CPQ
2D Drawing
Yes
3D Modeling
No
Approval Workflow
Yes
Guided Selling
Yes
Product Configurator
Yes
Proposal Generation
Yes
Quotes / Estimates
Yes
Renewal Management
No
Self Service Portal
Yes
eCommerce
Yes
Product Features
CPQ
2D Drawing
No
3D Modeling
Yes
Approval Workflow
Yes
Guided Selling
Yes
Product Configurator
Yes
Proposal Generation
Yes
Quotes / Estimates
Yes
Renewal Management
No
Self Service Portal
Yes
eCommerce
Yes
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