Quote to Cash

Our Configure Price Quote Solution is optimized to maintain product and service information, configuration, and pricing rules. These capabilities allow field sales and partner channel users to configure complex products and services through the Field Sales or salesforce.com user interface and easily create quotes. These quotes are then automatically distributed for approval.

Our Q2C Configurator can be used to build complex products in a guided and error free process. The products can then be added to orders captured by the CRM applications.

The Configure, Price, Quote Solution includes a visual interface that allows customers to build and test configuration models. These models can then be converted to orders.

The Configure, Price, Quote Solution is sold as a headless service for integration with third-party applications and as a user license for Field Sales or salesforce.com users.

Our web-based Q2C application is used to Configure, Price, and Quote products and offerings of your company with a suite of tools for managing products, pricing, and customers. These tools provide several functions, which include the following functions:

  • Creating and managing products. Business users can create and apply attributes to products, create product groupings, add products to product groupings, create sub catalogs that can be linked to enterprises or customers.
  • Creating price lists, and discount rules that can be applied to different enterprises and customers.
  • Creating and managing customers, such as to link customers to price lists and catalogs.
  • Establishing approval rules to ensure that discount levels are only approved by managers with the right authorization.

Other solution features and add-on components

  • Integration with leading (PCI) compliant Payment Systems
  • Built in self service e-commerce solution
    The Commerce Solution is a powerful and agile customer engagement platform for omni-channel commerce that helps deliver seamless and consistent brand experiences. With powerful capabilities for personalized customer engagement and easy-to-use business user tools, the solution offers reliability and flexibility that can scale to address digital selling requirement in virtually every industry, company size, or selling model. Brands can easily build and manage online stores and enable business users to manage catalogs, content, and merchandise products without IT involvement. The Commerce Solution requires a separate contract or other subscription fees.
  • Integration with salesforce.com
    Our Configure, Price, Quote Solution can be integrated with salesforce.com to integrate the entire quote-to-cash process. The integration synchronizes data in the background and allows field sales and partner users to create quotes and configure products through the salesforce.com user interface. salesforce.com is not included in the base offering and requires a separate contract.
  • Integration with order management
    Our Configure, Price, Quote Solution can connect to your preferred order management system or our built in Order Management. The Order Management provides robust cross-channel functionality that can intelligently broker orders across many disparate systems, locations and provide a global view of all inventory across the supply chain. The Order Management does not require a separate contract or other subscription fees.