Name: CmsPREVENTIVI
Author: ExtraWeb

Customer Success Management Training

Customer Training

Help Desk

Web and Video Conferencing

Customer Support

Accessibility Testing

Continuous Integration

Feature Management

Development

Virtual Classroom

Education

Business Intelligence (BI)

Collaboration

Enterprise

Accounting

SaaS Spend Management

Treasury Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Onboarding

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

API Management

Cloud Storage

Configuration Management

Custom Software Development Services

Cybersecurity Consulting

Database-as-a-Service (DBaaS)

Fraud Detection

Game Engine

Integration Platform as a Service (iPaaS)

LAN Switches

Managed Detection and Response (MDR)

Managed Public Cloud Infrastructure

Mobile Data Security

Network Behavior Analysis

Network Performance Monitoring

Sensitive Data Discovery

Service Desk Outsourcing

Software Composition Analysis (SCA)

Vendor Risk Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Ecommerce Personalization

Email Marketing

Market Research

Marketing Automation

Marketing Resource Management

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Point of Sale

Sales Enablement

Sales Incentive Compensation Management

Sales Performance Management

eCommerce Analytics

Sales

Cloud Infrastructure Entitlement Management

Cloud Security Posture Management

Secure Service Edge (SSE)

Security

Banking

Church Management

Financial Services CRM

Geographic Information

Internet of Medical Things

Medical Office EMR & EHR

Mental Health

Online Voting

Revenue Cycle Management (RCM)

Vertical-Specific

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CmsPREVENTIVI is a cloud-based software designed to simplify the process of creating and managing quotes for businesses. According to the vendor, this solution is suitable for companies of various sizes, including small businesses and large enterprises. It is particularly useful for sales teams, service-based businesses, manufacturing companies, construction firms, and freelancers in industries such as consulting, IT services, marketing, and more.

## Key Features

**Cloud-based Solution**: According to the vendor, CmsPREVENTIVI is a cloud-based software that allows users to create and manage quotes online without the need for installation. It provides flexibility and convenience by enabling access from any device with an internet connection.

**Efficient Quote Creation**: The vendor claims that CmsPREVENTIVI enables users to create quotes quickly and easily with just a few clicks. The user-friendly interface and intuitive features are said to streamline the quote creation process, reducing transcription errors and minimizing waiting times for clients.

**Online Quote Management**: According to the vendor, users can manage their quotes directly online, eliminating the need for manual tracking and organization. CmsPREVENTIVI provides a secure web space where all quotes are stored and accessible only by the user. Users can track the status of their quotes, set personalized alerts, and view real-time detailed statistics.

**Unlimited Users and Permissions**: The vendor states that CmsPREVENTIVI allows users to create unlimited users or sales representatives with different levels of authorization. This feature enables users to delegate the creation of quotes to other team members while maintaining control over the process.

**Detailed Statistics**: According to the vendor, CmsPREVENTIVI offers advanced statistics to monitor the progress of quotes and track the performance of team members. Real-time access to detailed statistics allows users to analyze data and make informed decisions. The software ensures maximum security and privacy while providing the ability to cross-reference relevant data.

**Customizable Layout**: The vendor claims that users can personalize the layout and appearance of their quotes to align with their brand identity. CmsPREVENTIVI offers pre-defined templates and the option to request custom layouts, enabling users to present professional-looking quotes.

**Email Delivery of Quotes**: According to the vendor, CmsPREVENTIVI provides the feature of email delivery of quotes, allowing users to send quotes directly to their clients' inbox. This feature enhances communication and expedites the quote approval process.

**Categorization of Price Lists**: The vendor states that users can categorize their price lists in CmsPREVENTIVI, making it easier to manage and organize products and services. This feature simplifies the quote creation process by providing a structured system for selecting items.

**Multi-language Support**: According to the vendor, CmsPREVENTIVI supports multiple languages, including Italian and English. This feature caters to users in different regions and allows them to create quotes in their preferred language.

**Simplified Product Duplication**: The vendor claims that with CmsPREVENTIVI, users can easily duplicate products or services within a quote, saving time and effort. This feature is particularly useful when creating quotes with similar items or variations.

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

CmsPREVENTIVI

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

ExtraWeb

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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What is CmsPREVENTIVI?