Configure, Price, and Quote faster than ever before.
See how our CPQ platform can help you accelerate your sales process, win more sales, and provide a better selling experience.
HOW? QuoteBooks CPQ uses intuitive, step-guided workflows make configuring products faster than traditional methods.
WHY? This replaces manual efforts to address product complexities with automated solutions for a more efficient way to configure
HOW? The ATLATL Rules engine guides and constrain the configuration to remain within product rules, limits, and applied parts/pricing guidelines
WHY? With accurate pricing reflected in quotes buyers gain confidence in the purchase process. QuoteBooks also makes it easy to control price changes, discounts, and approvals to give you control over your sales process
HOW? QuoteBooks CPQ generates formatted quotes complete with BOM, pricing, and applicable sales drawings for your entire team.
WHY? This faster, more accurate, and more consistent method produces a better buying experience to help you win more sales
Ability to configure complex products through intuitive, step-guided workflows
Product logic and rules constrain configurations to ensure selections remain accurate
Accurate identification of even the most complex pricing and parts structures
Professional proposals and a consistent experience created in a click
Ability to include others and protect discounts, capacity, and more through approvals
A wonderful CRM/ Quote Service Wrapped Up In One
“Being able to pull up a customer, perform a 3D drawing for that customer, make a quote and then email it within a few moments is simply awesome! Customers need this information fast- when you can perform like this, you are in the lead for the project”
User friendly solution for tracking sales.
“I really like the ease of use and how it allows you to customize any part number and pricing without a lot of effort. So may ways to use this and keep track of the sales in the pipeline. This will greatly help our outside and inside crews work together with fewer emails and phone calls on a daily basis.”
Great Sales software
“I like how easy it is to email or print out a quote for a customer. Everything includes pictures and descriptions of our product so there is no confusion on what we are offering, what the customer needs, and what they will receive.”
Quoting on the go has never been easier!
“Finally having my product line and pricing on the go has increased my ability to quote and respond in a whole new way!”
Manufacturer who empowers our distributors to sell our engineered products more efficiently.
“Visual renderings and measurements provide a superior buying experience to the customer. Accurate pricing, BOM, and application dimensions provide more confidence to the Sales team/distributors”
Great addition to any salesforce
“This software has allowed our sales team to quote customers instantly on the spot while meeting with clients. There is no more "I will get a quote to you by the end of the day". It is now instantaneous which has lead to increased sales and new customers.”
Easy and Professional Quoting Solution
“Trying to find an easy to use solution other than Microsoft Word or Excel to generate proposals was a challenge. I also needed the ability to be able to quote from any of my devices. QuoteBooks was able to fulfill theses needs.”
Easy to use. Love the detail in the quotes I can send
“Easy to use when trained on it. The quotes are very detailed and looks professional. I love the fact you can download your contacts and they are there for future quotes. You can see where all your customers are on the map.”