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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 

Screenshots View All

Screenshots View All

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 

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