Problem:
Solution:
- Auto-generate branded sales proposals that include all of the required documentation, legal terms and conditions, product information, and cover letters
- Regulate access of sales quotes to and from CRM systems, cloud data repositories and Electronic Document Management (EDM) systems
- Set reminders to expedite reviews and approvals
- Ensure that your sales reps have the right pricing information, and use automated workflows to manage and control discounts
- Keep a secure audit trail of all revisions
- Use workflow analytics to get insights across the CPQ (configure, price, quote) process
