SmartQuote is a next-generation Configure, Price, Quote (CPQ) software designed to revolutionize the B2B quote-to-cash process. This powerful SaaS solution enables seamless collaboration between sales, pricing, and finance teams, automating and industrializing the quoting process from opportunity creation to deal performance tracking. SmartQuote integrates directly with CRM systems to deliver a guided, end-to-end quoting experience that eliminates manual workflows and siloed operations.

Features

• Strategic Selling Tools: Inline proactive cross-sell and up-sell recommendations to boost deal value.
• Tiered Pricing: Supports tiered/scaled pricing structures for volume-based discounts.
• UOM & Currency Handling: Standardizes pricing across units of measure and currencies with customer-specific conversions.
• Automated Approvals: Configurable multi-level escalation workflows with line scoring for industrialized quote approval.
• Renewals & Audit Trail: Manage contract renewals and modifications with full audit history.
• Document Generation: Create quote and contract documents in various customer-friendly formats.
• CRM Integration: Seamless integration with CRM platforms for unified quoting and sales operations.

Benefits

• Sales Acceleration: Speeds up the quote-to-cash cycle with automation and guided workflows.
• Operational Efficiency: Reduces manual effort and eliminates siloed processes.
• Improved Collaboration: Aligns sales, pricing, and finance teams for consistent deal execution.
• Revenue Growth: Drives sales growth through strategic pricing and selling recommendations.
• Global Scalability: Handles diverse pricing needs across geographies, currencies, and units.
• Audit & Compliance: Ensures transparency and traceability in contract management.