A great tool with not so great infrastructure
Oracle CPQ is connected with Salesforce in our company. It's used by many of our major business groups to create quotes. Sales reps use it …
Starting at $240 per month per user
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What is Oracle CPQ?
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.
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Popular Features
- Quote sharing/sending (16)8.484%
- Configuration options (16)7.979%
- Product configuration (16)7.979%
- Price adjustment (16)7.373%
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CPQ Pricing
$240.00
Cloud
per month per user
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- No setup fee
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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CPQsuite Demo (7.5 minutes)
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Oracle CPQ Cloud Service 2017 1Z0-976 questions and answers|CertTree
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What is Oracle CPQ?
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.
Oracle CPQ Competitors
Oracle CPQ Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
Frequently Asked Questions
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.
Reviewers rate Quote sharing/sending highest, with a score of 8.4.
The most common users of Oracle CPQ are from Mid-sized Companies (51-1,000 employees).
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Reviews
(1-25 of 29)Companies can't remove reviews or game the system. Here's why
September 17, 2019
Oracle CPQ Review
We have implemented CPQ for some of our product lines, and it's used by users across the organization.
- Drag and Drop UI.
- Very fast and responsive UI.
- Complex products with highly customizable options will be a challenge.
- It has limited analytics features.
September 17, 2019
CPQ -- On Prem Combo
It's used by our Sales Organization for addressing Agility, Cloud-enabled, and for better ease of maintenance.
- Deployment -- faster.
- Drag and Drop UI.
- Mobile-friendly.
- ETL draw.
- Federal data security.
- Direct DB connection to execute sql queries.
March 22, 2019
Oracle CPQ works for us
We use Oracle CPQ in our organization for:
- Global configurations
- Pricing
- As a quoting tool
- Allows users to configure products.
- Strong pricing engine and the ability to do pricing approval workflows.
- Allows for partner order placement.
- UI/UX capability.
- Admin capability.
March 21, 2019
Oracle CPQ Review
It's used by a Business segment. It manages the Pricing and Quoting solution. We create and renew quotes, agreements, renew those, revise those, copy those, manage pricing, discounts, manage approvals through use of workflows, send notifications, create outputs, use reports, use multiple interfaces connecting to CRM, ERPS, integrators etc. in our system.
- Configuration
- Approval Workflows
- UI
- Data Handling Capability - It needs an internal capability for loading large amounts of data.
- Version control
March 20, 2019
Centralized Hub for Finance & Development - Oracle CPQ
Used by almost the entire organization. Using as a hub with multiple Salesforce orgs and home grown boarding platform.
- APIs
- Centralized hub
- Seamless with Salesforce Cloud applications
- User interface design - although now seeing big improvements with JET
- Reporting - The data between Salesforce (our CRM) and Oracle CPQ need to mesh better. It should have a two-way sync for critical bits of information such as closed won and closed lost. Then the reporting would be better.
- Customer Service for support questions and as a partner to offer ideas to our problems - only show up when it is time to renew
March 20, 2019
Review
Oracle CPQ is currently being used by the three largest sales groups. It allows the sales team to manage pricing within the constraints required by finance.
- It supports complicated calculations for pricing.
- It allows us to adjust pricing based by sales group or partner group
- It allows us to manage one group of products and add different pricing and constraints based on the sales group or partner group
- The tables allow for updates without need IT code to be created
- The customer service support when creating issue tickets takes a long time to resolve
- The UI is not user friendly and requires a lot of clicks from the end user to navigate through the system.
- The system management is not easy to use. The tables are not easy to manage or understand
September 19, 2018
Accelerate Quotes and Reduce Costs
With Oracle Configure, Price, and Quote Cloud in place across our global operations, we have streamlined the entire quote-to-order process. The flexible and scalable cloud tool enables us to deliver a superior customer experience and supports our rapidly growing business for the long haul.
- Leveraged automation to minimize headcount costs despite 10% year-over-year business growth, and enabled staff to focus on more strategic tasks.
- Established a flexible CPQ system that scales on demand to easily accommodate the company’s multiple global locations.
- Improved customer relations by reducing configuration time and allowing sales more time to meet with customers and close orders.
- User interface needs updating.
- Reporting Manager needs a big update. We also use Oracle Engagement Cloud and we are pleased with the BI Reporting. CPQ reporting needs some work.
April 13, 2018
Oracle CPQ Review
Score 8 out of 10
Vetted Review
Verified User
Oracle CPQ is being implemented globally as our sales & order entry tool.
- Brings efficiency to the product set up & new product introduction
- Controls pricing & discount process
- Generates professional proposal documents
- Administration screens could be easier to navigate
- Favorites function is not user-friendly
- UI is improving but needs a more modern look & feel
November 07, 2017
Deep (not really) Thoughts of a 6 year CPQ Cloud Admin
Oracle CPQ Cloud is our defacto system for generating customer quotes. Currently, our new equipment sales, aftermarket sales, and customer service groups are the primary users of CPQ, with the output from the system feeding Engineering and Order Entry. CPQ addresses a number of past issues, including reduced time from inquiry to quote, full visibility of the sales pipeline, reduction of errors, unified quote style and layout, and consistent pricing.
- Incredibly powerful configuration rules engine
- Offers flexibility to achieve almost any business need
- Very well supported - Oracle is clearly investing in development of CPQ Cloud as updates to the system are regular and significant
- Document generation systems need some work - Old Document Engine is very powerful, but not user friendly. Newer Document Designer is very user friendly, but lacks a number of features available in Document Engine.
- CPQ Cloud has gone through some growing pains as part of BigMachines being acquired by Oracle. Many people on the sales side of Oracle still aren't very aware of CPQ, and don't understand how it fits in the big picture.
- CPQ Cloud is in serious need of a UI update, but that is in the works for upcoming releases.
We use Oracle CPQ Cloud to direct our sales people to the correct configurations of hardware solutions that the customers need. The system is used by nearly all sales branches and is being rolled out globally as well. The standardized pricing and quote output provide value to our customers and the data collection and reporting capabilities help our management stay up to date with sales and customer relations. Customer relations are being additionally improved by the integration of Oracle's CRM through a separate contract purchase of that software.
- Directed sales is done very well by this software but you need dedicated administrators to create, update and grow the configurations.
- Quote calculation and presentation are done well also.
- The freedom provided by the administration back end can make the logic to become too complex and conflict, so the administrators need the power in the organization to draw the line on user requests.
- Oracle has put a lot of effort into improving the document engine (to produce quote documents) but it still has it's headaches and limitations. It can pretty much do what the old engine did after years of development. But they dumbed things down a lot which is frustrating sometimes but will probably be good in the long run.
January 12, 2016
BigMachines SOAP Interface Experience
We use the B2B module from our server using SOAP transactions with our ERP system.
- Documentation was pretty straight forward and useful.
- Their server performance was good.
- Their GUI interface was easy to use.
- The use of CDATA in the XML isn't something to get excited about.
February 26, 2015
Robust software, highly configure-able but not without challenges
At our company, BigMachines is used as the primary Sales quoting and contracting software. It is primarily used by the Sales organization (both internal Sales and District Sales Managers) to build out quotes and generate contracts and addendums for new and existing business. Sales Operations is the owner and is the admin of the software, along with IT, who facilitate the use of user licenses. The software is also used by the Product organization and is a key component in the Go-To-Market process by making new pricing generally available for sale. Business analysts work directly with IT developers to design user requirements when building out new quote products. The software helps to automate the contracting and approval process, making sure that specific quote products go through the correct discount approval channels. There is tie in with Salesforce as well, which has allowed us to generate Opportunities with Products reports and report on sales activities and KPIs for specific products.
- Automation of discount approvals and protection of margin- This is probably one of the most widely-discussed features. Our ability to set maximum allowable discount thresholds is imperative, especially when there are hard costs like vendor or partner royalties associated with each quote product. You can really lock product discounts down at the line item level (though presents slight frustrations as well).
- Configurable and customize-able - The code base is configurable and has allowed our in-house developer to develop some fully custom discount approval workflows. It can also be customized to program in maximum and minimum allowable values and graphical control elements like pop up menus, help text, list boxes, text fields, and other software components.
- Ability to implement business rules based on business requirements (i.e. publicly traded company, Sarbanes Oxley) is a plus.
- The software is great for implementing simple if/then logic (if X product is selected then Y product should also print on the agreement). Specific trigger rules can be written and implemented based on if/then criteria in order to meet business rules and scenarios. You can write as many quote requirements as you need.
- Integration with Salesforce
- One of the biggest challenges we've experience with the software is the lack of flexibility in deploying snippets of code changes to production. Unlike making changes in our Salesforce test environment, when deploying BM to a production environment our IT developer has to migrate a fully tested code-complete snapshot of sandbox to our production environment all at once. This presents challenges for IT when managing multiple projects from different areas of the business, specifically general sales availability expectations. In order to meet business deadlines, sprint cycles are managed against a floating deployment schedule to ensure that code for all projects are deployed at once.
- While the software is customize-able, deploying more complex changes takes much time and effort. Dedicated programmers and business systems analysts are needed to define the business rules, document the programmed changes, and deploy the software to production. It takes time to learn and and train on the logic behind the scenes. User training is definitely required for more complex configurations. There is no automated wizard to walk-through test configurations (this would be a nice-to-have).
- In a fast paced agile environment, the software is a little slow in how it integrates into business process, approvals, and Go-To-Market strategy.... at least in our business.
- Navigation between configuration pages is a little cumbersome.
- The software UI has been modified A LOT to make the user experience easier for the Sales teams. A lot of credit goes to the programmer but overall the software UI is still static and at times inflexible when compared to other new drag and drop/cloud-based wizard models.
- Would be nice if there were integration with our billing system (this is a nice to have!) Product Catalog (SKU) management becomes very manual and all the more important when there is lack of integration with the billing system. We have to coordinate efforts with Billing, Sales, and IT to make sure that the product catalog stays clean and up-to-date.
- While the ability to lock down discount allowables is a plus, this can also stall deals if allowables HAVE to be exceeded to win business (more of a process/culture change I know). Ad-hoc Emergency fixes can be deployed but you have to weigh the benefits against these "whirl-wind" resource costs.
February 25, 2015
Time Saver, but not without problems
We use BigMachines in the quoting of all sales and renewal pricing for our company, as well as to generate our contracts and order documents that we send to customers. It is used primarily by the sales team, with use by the renewals team as well. Our finance and legal departments have it as a guideline to ensure that pricing is quoted correctly and that contracts are uniform across all deals that we close. It solves the problem of standardizing our pricing and contract process. Makes quoting customers fairly quick and easy.
- BigMachines is great for quickly putting together quotes and contracts for customers, making the process less time consuming than it would be otherwise.
- The system integrates with Salesforce, allowing for integrated asset management.
- Can automatically apply discounts.
- Sometimes when BigMachines is required to prorate pricing, it does not seem to do it correctly and there can be a number of glitches.
- BigMachines and Intacct round to different decimal points. Our company integrated BigMachines, Salesforce, and Intacct, and this causes slight variations when we invoice off an opportunity that has a BigMachines quote, as the three systems will have slightly different numbers.
- The system seems overall very buggy. Our organization has faced different issues that have stemmed from BigMachines not doing certain things correctly, such as populating contract end dates on new assets.
February 05, 2015
An Admin's perspective on Big Success with BigMachines
Score 9 out of 10
Vetted Review
Verified User
- As with most CRM solutions, BigMachines CPQ engine provides best value when the toolset is optimized to align with the needs of the business. While this is an obvious statement, I've found that achieving alignment is sometimes the biggest challenge. But if the implementation is done right, BigMachines can dramatically transform the sales cycle and drive revenue to new levels. In short, the toolset is powerful and flexible but success hinges on collaboration between the team using it and the team developing/supporting it.
- As a developer/admin, I've been able to deliver functionality within BigMachines that automates complex business logic, ensures accuracy of materials on a quote, includes quick and easy discounting with appropriate approval checking and renders to a variety of PDF proposals. Users have reported reductions in quote preparation time from hours to minutes.
- Beyond the out-of-the-box features that simply get turned on/off, BML coding of utility functions and Rule administration allow creative and challenging solutions. For example, we were able to allow users to quote support/maintenance for variable terms across multiple products with existing or expired agreements with 100% accuracy. By writing a function that calculates a prorated price based on unit price and end date we were able to plug prorated pricing into any item being quoted. Prior to using BigMachines this was a big challenge which cost salesreps time and resulted in delays due to inaccuracy.
- There are areas within the tool that are very difficult to troubleshoot and require assistance from BigMachines support. As a developer, this can be frustrating and limiting. For example, when the results of a configuration are added to an existing quote the data passes from "configuration" to "commerce" through what seems like an invisible portal. Improvement in visibility to this process would be of great value.
- From an admin's perspective, a "developer mode" that shows whats going on under the hood while in commerce or config is needed.
- The document engine is tough to work with, but BigMachines is commited to rolling out improvements. The latest update is that a complete refresh is on the way.
February 04, 2015
The best CPQ tool on the market!
Score 9 out of 10
Vetted Review
Verified User
- With most software you either customize the software to fit your process, or you customize your process to fit the software. BigMachines provides customization of its configuration and commerce rules, allowing companies the flexibility to fit to their processes, without requiring customization of the base code. This is not to say that BigMachines is perfect, but compared to the other products out there, BigMachines is far and above their competitors.
- BigMachines listens to their user community's suggestions for feature requests. Their users also have the ability to vote on other people's suggestions. With 4 releases per year, BigMachines is always moving forward with adding features their users want.
- The customer support structure at BigMachines is the most responsive I have ever worked with. Support is a very high priority for them, as is evidenced in their ramp up and training of support personnel. More companies should model their customer support after BigMachines!
- The biggest problem I hear most about BigMachines is how difficult or complex it is to program pricing. I feel it is unfair to lay the blame for this on BigMachines, as each company has their own methods or algorithms for calculating sales price. But, to BigMachines' credit, they are always looking for new ways to make this easier for their customers, as was evidence in the release of the Pricing Rules and Formula Manager functionality. This functionality takes a lot of programming out of pricing and puts it in a format easy enough for non-programmers to work with.
- My biggest complaint about the product is bulk migration. BigMachines keeps moving in the right direction toward granular or package development, but the way the product works now I must have all of my development completed before I can migrate from my test to my production environment. This forces me to make "live" changes in production for emergency fixes. BigMachines continually adds functionality to their roadmap to enhance this functionality.
February 04, 2015
Reverse Integration of Verizon's Business Solutions into Terremark's BigMachine leads to the 2011 Big Innovations Award
Score 7 out of 10
Vetted Review
Verified User
Verizon uses it as our Enterprise Solutions (Cloud, Colocation, Managed Solutions, etc) quote to order sales tool.
- BigMachines allows Verizon Sales Engineers to configure very complicated solutions across multiple product families (Cloud, Colocation, Network, Managed Services, Data Backup and Restore) while ensuring our companies with 60+ data centers can provision the services using our own provisioning processes and applications.
- BigMachines allows us to have multiple lines of business within the same application such as Partners, Public Sector, Commercial and internal business quoting.
- The BigMachine SaaS engine is pliable enough for us to reverse integrate Verizon legacy products and services into Terremark's portfolio, while adhering to the large company nuances that had to be added for a successful implementation.
- BMI has a segregated process and permssions for quoting the Public Sector services and Partner programs using different rates and discounting schemes.
- A migration of parts and data tables to multiple environments (Dev, Test, Prod) along with the ability to track changes at a granular level.
- BigMachines works best in Firefox but not as stellar in Microsoft Explorer. Our company compliant browser is MS IE and not all users can install Firefox.
- A New User Access process that will forward approval to a group of users. Managing a user list of 300+ is nearly impossible. BMI lists users by first name or last name, in a long, arduous listing like the old DOS days. NO ATTEMPT to update the user management portion has been addressed. Just missed promises.
- More advanced and granular discount and customer engineering approval processes and stages.
- Discouting works great and we segregate on 5 different layers.
- NOT Improved automated report generation interface and tools. It has rudimentary reporting capabilities that cannot be used during working hours or site speed/use is hampered. No changes to the reporting tool have ever been delivered since our initial use 5 years ago.
- Ever since Oracle purchased BigMachines they no longer keep in contact with us. Our issues are tickets that repeat (printing queue issues) and we have limited, very very very limited interaction with humans as we use to.
- BigIdeas!? No more BigIdea conferences to interact with the BMI development team, managers and service groups that service our Verizon account. Oracle dropped this off the map and inserted it into some other "Oracle" event that no longer has any meaning. Upset as a long time 5+ year customer on this issue.
December 18, 2014
My BigMachines CPQ Review
BigMachines CPQ is the only quoting tool used in Polycom, it exists in 2 flavors, one is integrated with Salesforce which is used by internal users and the other flavor is standalone used exclusively by [our] partners (direct & indirect). The quoting tool is currently used by field sales, field service (renewals) reps, product managers, and system engineers etc.
Current Business problems:
1) Multipricebook Quotes with Salesforce opportunity, limitations in BigMachines restricts only one price book per quote we BigMachines Pricebook (very few Customers Mulitpricebook functionality), we overcome by building a custom solution in salesforce which is really time-consuming exercises for sales especially when they build quotes for Global Partners & Customers.
2) Exporting SKUs from an Excel attachment - for renewals, Service sales gets 200+ SKU in Excel. Currently, BigMachines doesn't have a standard functionality to load SKUs from an Excel sheet and create a quote.
3) WebServices Calls from external systems, BigMachines does not encourage web services calls from external systems, hence we need to bring in all operational data from other systems, stored in data tables, which is not a good practise.
4) Integration with Oracle Applications (ERP) - As Oracle acquired BigMachines, we are looking for standard ERP integration for application modules (OM, INV, TCA, etc.).
Current Business problems:
1) Multipricebook Quotes with Salesforce opportunity, limitations in BigMachines restricts only one price book per quote we BigMachines Pricebook (very few Customers Mulitpricebook functionality), we overcome by building a custom solution in salesforce which is really time-consuming exercises for sales especially when they build quotes for Global Partners & Customers.
2) Exporting SKUs from an Excel attachment - for renewals, Service sales gets 200+ SKU in Excel. Currently, BigMachines doesn't have a standard functionality to load SKUs from an Excel sheet and create a quote.
3) WebServices Calls from external systems, BigMachines does not encourage web services calls from external systems, hence we need to bring in all operational data from other systems, stored in data tables, which is not a good practise.
4) Integration with Oracle Applications (ERP) - As Oracle acquired BigMachines, we are looking for standard ERP integration for application modules (OM, INV, TCA, etc.).
- Fast, easy access, good user interface, not much training needed for end users.
- SFDC Integration makes it easy for our sales people to complete the final Customer Quote & Proposal in one shot rather using different systems.
- Ability to support complex configuration rules for various product lines.
- Good admin features, easy customization that can be used for simple solutions as well as very advanced ones.
- Good customer support, CSA meetings, taking feedback from customers and trying to implement in future releases.
- Multicurrency and Multipricebook Quotes with SDFC
- Cannot join Data tables in a single BMQL, need to write complex loops to join 3 to 4 data tables.
- Ajax enabled options in Recommendation Rules, Recommendation Item Rules like what we have in Constraint rules (don't want full page refresh for all firing rules).
- Configuration flow (layout) can be better, although it's drag and drop from Version 12, we'd like to have better page layouts and better error messages for users (like dialog boxes).
- Dynamic Menu population for Single Select Menu & Multi Select Menu Attributes - the list of values can be dynamic by querying from a data table, right now it's all hard coded. For all new menu additions, we need to add them manually and deploy the whole configuration.
December 02, 2014
A Powerful tool, but not for everyone
Score 5 out of 10
Vetted Review
Verified User
- The ability to configure complex packages and bundles with highly advanced configuration rules.
- The document engine is a powerful tool that gives great control on what the finished quote will look like
- Most recently, the Admin screen is very user-friendly and easy for a new user to pick it up and use
- Advanced coding for some areas in config and pricing engine are written in BML. This Java-like code may be a bit tricky for someone trying to write very advanced configuration rules or advanced pricing.
- The flagship system needs to have an easier way to enter in pricing. In the BMX version, pricing is handled through multiple matricies, but in the flagship it is compiled into one ugly rule.
- Customization. Other software comes with tools to help customize the "look and feel" quickly. To get a re-vamped look on the flagship product, you'll need a CSS expert.
BigMachines is being used primarily by the Field Sales department and Inside Sales team to create quotes quickly and efficiently.
- The administration of the product is quite easy and straightforward. You can quickly setup products and configuration formulas. It's a simple process, but you can make it advanced via the powerful administration tools.
- BigMachines Express is a Force.com native application built directly into Salesforce, creating a seamless experience for users.
- The Quoting module can help you create really professional-looking quotes and proposals.
- The software could use a more robust approval workflow system. Currently it interfaces with the Sales Price field within Salesforce which can make setting discount levels outside of the tool difficult due to Sales Price being your new List Price.
- Needs more grouping/nesting options in the Quoting module.
- Would be nice to be able to clone Configuration Rules as they can get quite complex.
July 25, 2014
Best CPQ Platform that integrates with Salesforce
Bigmachines was used to launch our retail sales initiative. To build and manage quotes from internal sales and channel partners.
- Salesforce Integration
- Pricing, Managing part numbers
- Data tables.
- Dynamic pick lists
- Document engine
- User interface was difficult to make changes to
July 21, 2014
My life with BigMachines
We have started rolling out this product for each department. We are hitting a great adoption ratio as well. BigMachines is very intuitive, nice and easy to configure. At the same time it has so many limitations.
- You can configure the product very effectively. You can write the Rules to "constrain the questions", " Hide/UnHide the questions" and recommend the parts
- Approval workflow is key
- Proposal Generation is positive, which is not effective though.
- Proposal Generation is quite harder and it's time consuming.
- Too Many limitations. The basic product will work only for small sized businesses only. For a mid-size/full size business we have to do lot of customisations, which is tough.
- CSS is one of the major challenges.
- Data-tables are flat.
- The webservices APIs need improvement.
- FTP transfers need to be upgraded.
- Subversion is not available
July 15, 2014
Hard to steer, but once on autopilot, then its great
We needed a strong CPQ engine to do our quoting processes. After reviewing most of the ones that were out there, nothing compared to Big Machines. It was initially implemented as a stand alone platform then integrated with Salesforce.
- Strong Configure Price Quote(CPQ) engine
- Flexible enough to handle any business processes you may have
- Integrates seemlessly with Salesforce to make it a much better experience with the sales users
- Can be used as a shopping cart engine as well
- Too complex at times
- Some API calls don't seem to work the same way as the UI calls
- The document engine is pretty slow
- Sometimes you need to do a lot of coding to acheive a small functionality
- Approval process is not mobile friendly
January 14, 2014
Very good industry standard CPQ solution
Score 8 out of 10
Vetted Review
Verified User
- Configuration engine.
- Approval workflows.
- Integration with CRM.
- Document engine.
- User interface.
- Advanced API access.
November 09, 2013
Smooth sailing with BigMachines
Score 9 out of 10
Vetted Review
Verified User
- Provides a comprehensive sales solution - replaced 2 separate tools we were using for quoting and legal terms.
- Intelligent built-in process flow allows for faster re-approvals and quote turnaround.
- It is a very user friendly tool - basic training is usually enough to get started, and the rest can be picked up as you go.
- Updating customer information, like billing account numbers, addresses, and contact information is not easy.
- Changing the term on the quote is not an easy task and requires taking the quote back to design.
- The quote history page contains too much information and is very difficult to find what you are looking for.
November 08, 2013
BigMachines is a BigDeal!
Score 9 out of 10
Vetted Review
Verified User
- BigMachines makes it easy for business people or beginning developers to help configure they're own product.
- BigMachines has a great configuration element. It can handle some very complex configurations, and often handles add-ons like calls to webservices pretty well.
- BigMachines (the company) usually does a great job of helping the customer when they get stuck on an issue. In my experience, when we open a case, someone responds fairly quickly.
- DocEngine needs some serious help. It's buggy, not user friendly, and in general not very consistent. The DocX output type is especially challenging to work with.
- The Help section of BigMachines has been downright neglected it seems. The articles are very basic, and as a developer it can be very frustrating not to be able to find the answers you are looking for with more specific and advanced questions.