It only takes a matter of seconds to create a standard quote, and maybe 2-3 minutes for a more complex deal.
Christopher B., Account Executive
Ranked the Easiest to Use CPQ on G2
Create quotes fast... not from scratch
Reps can launch pre-built quote templates from your CRM, and simply make a few adjustments to deliver pricing faster.
Maximize efficiency and deal capacity per rep
Increase your teams deal velocity
Build and send quotes live on sales calls
Launch new pricing and products in minutes with a no-code product builder
Support any product type or pricing strategy for usage, recurring, one-time, tiered, bundles, volume and more.
Handle complex pricing and deal structures
Sync product line item data with your CRM
Avoid delays and consultants when changing pricing
Accelerate deals with flexible approvals & controls
Create custom rules to control approvals, contract terms, and more. Whether your a sales team of 3 or 30, empower them to close fast without worrying about errors.
Use multi-level approvals and approver groups
Approve or comment from Slack to avoid slowdowns
Require approvals based on discounts, length, geography, and more.
Stay organized with legal attachments and ToS doc's
Set attachments to populate in the DocuSign flow, or just as links. Assign documents to different templates to make it easier for reps.
Account-level control
Stay 100% compliant with the right contracts
Attach links, files, tables and more.
Track whats happening after you share the quote
Get alerted when your prospect is actively viewing, signing or paying their quote.
Use proposal activities to trigger CRM actions
Improve forecasting based on activity instead of hunches
Inspire confidence in your buyers with engaging design
Appear polished and stand our from competitors with branded quote designs that impress, and are easy to understand.
Embedded DocuSign and payment capture workflow
Avoid sending multiple quotes and links to customers
Professional proposal design with your branding included
