Configure Products, Personalize Offers

Accelerate customer acquisition through personalized offer, quoting, and contract management.

Ease Product Configuration

Setup, launch and adapt products with varying pricing iterations.

• Configure and launch any product pricing model from one-time, recurring, usage-based, dynamic, rule-based, to hybrid.
• Eliminate product duplication through setup of pricing tiers.
• Adapt product plans at any time without having to rebuild from scratch.

Personalize Product Offerings

Attract new customers through customized or limited-time offers.

• Personalize plans with limited time add-ons, discounts, and coupons.
• Customize invoice design presenting in multiple currencies and languages.
• Deliver flexibility with included entitlements and custom configurations for specific customers.

Automate Quoting

Efficiently build and send personalized customer quotes.

• Develop branded quote templates with you preferred formatting.
• Prepare individualized quotes directly from your product catalog.
• Seamlessly send quotes with a customized email and tracking through a DocuSign integration.

Simplify Contract Management

Easily manage and amend customer contract terms.

• Accurately store contract terms to ensure billing consistency.
• Build complex contracts with unique line items and billing cycles.
• Amend contract terms during the agreement lifecycle.

Automate Approvals

Streamline approvals with integrated workflows and e-signature tools.

• Integrate with DocuSign to finalize quotes quickly and securely.
• Eliminate offline processes with automated approval workflows.
• Automatically ingest contract terms from an external CRM platforms to ensure data integrity.