Name: 3PQ
Author: Plan Software

Help Desk

Web and Video Conferencing

Customer Support

Accessibility Testing

Automation Testing

Version Control

Development

Virtual Classroom

Education

AI Document Creation

Business Intelligence (BI)

Calendar

Collaboration

IP PBX

Knowledge Management

Enterprise

Accounting

Budgeting and Forecasting

Financial Planning and Analysis (FP&A)

Financial Research

Financial Risk Management

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Job Board

Payroll

Talent Intelligence

Talent Management

Time Tracking

Workforce Analytics

Workforce Management

Human Resources

.Net Development

Cloud Storage

Container Security

Deception Technology

Embedded Database

Event Monitoring

Fraud Detection

IT Professional Services

IT Service Providers

Integration Platform as a Service (iPaaS)

Load Testing

Machine Identity Management

Network Diagnostics

Network Performance Monitoring

Office Migration and Repair

Rack Servers

Runtime Application Self-Protection

Service Desk Outsourcing

Telecom Expense Management (TEM)

User Activity Monitoring

Value Stream Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Community

Content Management

Digital Experience Intelligence

Email Marketing

Influencer Marketing

Market Research

Marketing Automation

Mobile Analytics

Social Media Management

Survey & Forms Building

Usability Testing

Web Analytics

Wholesale Marketplace

Marketing

Project Management

Professional Services

AI Sales Agent

Customer Relationship Management (CRM)

Sales

Application Security

Cloud Security Posture Management

Identity Threat Detection & Response Software

Security

Estate Planning

Geographic Information

Tour Operator

Vertical-Specific

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3PQ, developed by Plan Software, is a configuration platform designed to simplify and streamline the B2B sales process. According to the vendor, this solution offers highly variable product configuration, quoting, and sales capabilities, targeting small and medium-sized enterprises (SMEs) as well as large industrial companies. Sales professionals in industrial companies, manufacturing professionals, engineers and designers, and retailers and end customers in various industries such as manufacturing, engineering, automotive, and electronics can potentially benefit from the efficiency and flexibility provided by 3PQ.

## Key Features

**High-performance configuration engine**: According to the vendor, 3PQ offers a high-performance configuration engine capable of efficiently handling highly variable products, potentially ensuring accurate and streamlined configuration processes.

**Company-wide knowledge base and easy data maintenance**: The vendor claims that 3PQ provides a centralized company-wide knowledge base where product and object dependencies can be easily maintained. This feature aims to simplify data maintenance and potentially ensure consistency throughout the organization.

**Time-saving price calculation and quotation generation**: According to the vendor, 3PQ streamlines price calculation and quotation generation, potentially saving time for sales professionals. The product claims to enable quick generation of accurate quotes, even in self-service scenarios, aiming to improve efficiency and potentially enhance customer satisfaction.

**Generation of error-free 2D and 3D CAD drawings**: The vendor states that 3PQ enables the generation of error-free 2D and 3D CAD drawings. This feature aims to ensure accurate visualization of the configured product, potentially minimizing design errors and enhancing overall product quality.

**Integration into system landscape through standardized ERP bridge**: According to the vendor, 3PQ can be seamlessly integrated into the existing system landscape through a standardized ERP bridge. This integration eliminates manual data entry, potentially ensuring smooth data flow and enhancing overall operational efficiency.

**Possibility of integrating technical calculations and design algorithms**: The vendor claims that 3PQ offers the flexibility to integrate technical calculations and design algorithms, potentially providing advanced functionality and customization options. This feature aims to cater to specific industry requirements and potentially enhance the overall product offering.

QuoteWerks Standard Edition

QuoteWerks Professional Edition

QuoteWerks Corporate Edition

QuoteWerks

Oracle CPQ is a cloud-based application that helps sellers configure the right mix of products or services and create accurate, professional quotes to quickly meet their customers’ pricing needs.

CPQ Pricing

Oracle CPQ

Price Quoting/Configuration software (CPQ) is designed to optimize sales processes such as configuration, opportunity management, bid and quote generation, and order confirmation.

Plan Software

Features related to configuring and pricing products and delivering quotes to customers.

Quote sharing/sending

Salespeople can share quotes and quote details with customers, via email, a customer portal, a personalized URL, or some other means.

Credit approvals

Allows customers to input credit information, which can be checked and approved or declined. Credit score may factor into the quote.

E-signature

Includes electronic signature functionality so that proposals can be approved and signed digitally.

Product configuration

Allows users to configure products and services by selecting bundles, constraints, options, preferences, etc.

Configuration options

Supports a robust, comprehensive level of detail around configuration options, including product features, services, quantity, etc. Options take into account availability and compatibility of selections.

Pricing rules

Determines price based on rules and hierarchies. Rules may consider customer demographics, availability, and/or product configuration.

Price adjustment

Sales users can adjust or override prices, based on coupons, discounts, markups, etc.

Purchase history and open contracts

Provides information about a customer’s previous purchases and current purchase/service agreements, which may factor into new sales or need to be modified to account for new sales.

Guided selling/Sales portal

Provides salespeople with tips, recommendations, or question sequences to help with product configuration and quoting, and/or to assist with cross-sell and upsell.

Self-service CPQ

Includes an interface for customers to select product options and generate their own quotes; this is particularly relevant to eCommerce.

CPQ reporting & analytics

Users can report on and analyze CPQ processes. Metrics may include quoting cycle time, proposal acceptance rates, revenue, etc.

Proposals

Allows users to generate/automate sales proposals.

Excel integration

Integrates with Excel so that quotes can be generated on spreadsheets using underlying CPQ rules.

CPQ-CRM integration

Integrates to the company’s CRM to update the customer record.

Attachments to quotes

PDFs, contracts, videos, etc can be attached to quotes and/or proposals.

Renewal management

Includes features for managing renewals and recurring (subscription) payments.

Order capturing

Allows the capture of orders of complex services and across multiple customer interaction channels such as - direct sales, contact center, point-of-sales, resellers, and customer self-service.

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Overview

What is 3PQ?