CPQ Light simplifies and enhances your Configure, Price, Quote (CPQ) process. The Product offers features for configuring complex products, optimising pricing strategies, and generating quotes.
Upsales CPQ is also available for businesses with more complex product categories and CPQ requirements. CPQ has all the features of CPQ Light, plus Product Search, Max Discount and Product Custom Fields per Category.
Key features:
- Product Bundles: Create product bundles that include multiple items, along with any additional costs or discounts. This simplifies quoting processes and ensures accurate pricing for bundled offerings.
- Price Lists: Offer different price lists to your customers for the same products. For example, when you want 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.
- Required Fields Based on Stage: Make certain actions required for specific stages, so you capture the right information. For example, enforcing inclusion of a contact person, date, and price at Stage 1. Or requiring a delivery date or shipping cost in Stage 2. This ensures that critical information is captured at each stage, reducing errors and improving sales efficiency.
- 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. Set it per product category in Settings → CRM → Products, under Product categories, with the option Use calculating field as order value.
- 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).
Product Bundles, Price Lists, Calculating Fields, Required Fields Based on Stage, Hide Order Row Fields and Change Price Calculation on Order Rows are also sold on their own as the Advanced Order Logic add-on. Sales Process Pro and Partner sales are not part of Advanced Order Logic.