Configure-Price-Quote. Software that helps companies accurately define the price of goods across a constantly changing spectrum of rules and variables.
QuoteBooks is the backend quote management system, functioning much like a light CRM. QuoteBooks Cloud is a sales enablement and quoting platform for CTO or ETO products and systems.
QuoteBooks is the only sales platform built for manufacturers, by manufacturers. We created tools specifically for the complex sales processes of manufacturing companies and their distributed sales channels. We’re the first to streamline and automate the sales process so that you can instantly translate rules-driven, 3D and AR configurations into quotes.
Price varies based on the Atlatl solution, complexity of your product(s), and the number of licensed users.
The implementation process varies based on customer readiness, the product you select (QuoteBooks CPQ or QuoteBooks VCPQ), and the complexity of your product(s). You’ll spend time with our Implementation experts who can consult best practices for Visual CPQ/CPQ and help implement your product into our platform, QuoteBooks. After we deploy our solution for your sales team and channel partners, you’ll be introduced to your Customer Success Manager and support team. All of our customers are welcome to spend time with us in Charleston, SC and we’re always happen to come see you!
Yes, we commonly integrate with ERPs, CRMs, and 3D CAD software applications via our managed integrations and open API.
Yes, we built QuoteBooks with light CRM functionality for quote and opportunity management.
Key stakeholders from Sales, IT, and Engineering/Product.
Yes, we have patented CAD connecter to pass visual configurations to a 3D CAD software.
Yes, through managed integrations with your ERP we can create workflows at the appropriate stage to pass along necessary information for production.
No, we do not replace CAD, but we do provide a CAD like visual experience for sales reps, which can be shared back to 3D CAD software to eliminate reinventing the wheel for every quote.
Yes, with QuoteBooks Visual CPQ, our visual configurator can produce live, dynamic sales approval drawings on the fly with dimension lines, plan and profile view.
We need to understand more about your product to determine what you consider custom. Our patented rules engine is very robust, however, we cannot capture one-off products (i.e. car transmission parts 1 month, airplane wing component the next)
We have experience helping to create rules and logic, but this increases implementation timeline and scope.
QuoteBooks CPQ and VCPQ can be accessed through an iPad and most Web Browsers. For more information about our supported devices feel free to reach out to our CPQ experts at email@example.com