Name: Cliquote
Author: Cliquote Systems

Help Desk

Web and Video Conferencing

Customer Support

AI Code Generation

Accessibility Testing

Development

Classroom Management

Virtual Classroom

Education

Business Intelligence (BI)

Collaboration

Data Extraction

Emissions Management

Integrated Workplace Management (IWMS)

Intellectual Property (IP) Management

Risk Management

Enterprise

Accounting

Digital Banking

Nonprofit Accounting

Treasury Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printing

Authorization

Cloud Storage

Configuration Management

Data Collaboration

Fraud Detection

Game Engine

IP Address Management (IPAM)

Integration Platform as a Service (iPaaS)

IoT Security

LAN Switches

License Management

Network Performance Monitoring

Network Security

Open-Source Database

Operating Systems

SOA Governance

Service Desk Outsourcing

Single Sign-On

Vendor Risk Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Appointment Scheduling

Audience Intelligence

Content Experience

Content Management

Customer Journey Mapping

Email Marketing

Influencer Marketing

Market Research

Marketing Automation

Social Media Management

Survey & Forms Building

Text to Speech

Video

Video Marketing

Web Analytics

Marketing

Meeting Room Booking

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Performance Management

Social Commerce

Sales

Virtualization Security

Security

Agriculture

Banking

Donor Management

Equipment Rental

Rental Property Management

Vertical-Specific

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Cliquote is a Configure Price Quote (CPQ) software designed to assist small and medium-sized companies in all tech-related industries in producing accurate and highly customized quotes. According to the vendor, Cliquote is specifically tailored for sales teams, pre-sales teams, finance teams, and sales support teams in tech-related industries. Additionally, Cliquote caters to the energy, taxation, healthcare, cybersecurity, and manufacturing industries, providing a solution for their quoting needs.

**Guided Selling Journey**: According to the vendor, Cliquote provides a guided selling journey, aiming to assist sales teams in creating accurate and customized quotes for customers.

**Dynamically Combine Products**: The vendor claims that users can dynamically combine products and tailor them to meet the specific needs of customers.

**Create Your User Experience**: According to the vendor, Cliquote allows users to create a personalized user experience, aiming to ensure a seamless and efficient quoting process.

**Configure Many Products at Once**: The vendor states that sales teams can configure multiple products simultaneously, aiming to save time and effort.

**Calculate Pricing in Real-Time**: According to the vendor, Cliquote enables real-time pricing calculations, aiming to provide accurate and up-to-date pricing information for quotes.

**Define Your Pricing Rules**: The vendor claims that users can define their own pricing rules, incorporating factors such as discounts, special offers, and modifications to the standard price.

**Choose from a Range of Pricing Models**: According to the vendor, Cliquote offers a variety of pricing models to choose from, allowing users to select the one that best suits their business needs.

**Give Granular Pricing Information**: According to the vendor, users can provide detailed pricing information, including breakdowns of costs and discounts, to customers.

**Create Professional Proposals**: The vendor states that Cliquote allows users to create professional and visually appealing proposals for customers.

**Choose the Right Format**: According to the vendor, users can select the appropriate format for their proposals, aiming to ensure they align with their company's branding and style.

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

Cliquote

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

Cliquote Systems

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 Cliquote?