CPQ simplifies and enhances your Configure, Price, Quote (CPQ) process. You'll find advanced features for configuring complex products, optimising pricing strategies, and accurately generating quotes.
You also have the option of CPQ Light, a streamlined version for businesses with simpler CPQ requirements.
Product Search: Search your catalogs and find products based on their properties, to quickly identify the most suitable options for your customers.
Product Bundles: Create product bundles to sell multiple items in groups, while adding any costs or discounts.
Price Lists: Offer different price lists to your customers for the same products. For example, to adapt pricing strategies for different regions, segments, market conditions, or promotions.
Calculating Fields: Set up calculating fields on your orders or order rows that are automatically calculated based on other fields. For example, if you're an energy company, you can instantly estimate costs for services based on building size (m2) and energy consumption.
Hide Order Row Fields: Tailor orders to specific product categories. For example, hiding custom fields on order rows based on the product category.
Change Price Calculation on Order Rows: Customise how prices are calculated based on specific business needs and pricing models.
Sales Process Pro: Customise your sales process journey steps, stakeholders, and sign-off process, to align with your organisation's setup.
- Partner sales: Register orders, opportunities, and subscriptions to customers, while sending invoices to third parties through your ERP integration (live for our standard ERP integrations to Fortnox and Visma.net).
How to experience the power of Upsales CPQ
With Upsales CPQ, you can streamline your CPQ process, improve sales efficiency, and deliver accurate and compelling quotes to your customers.
Whether you're searching for products, creating bundles, optimizing pricing, or customizing your sales process, Upsales CPQ provides the advanced features and flexibility you need to succeed.