Name: XaitCPQ
Author: Xait

Help Desk

Web and Video Conferencing

Customer Support

Bug  Tracking

WebOps

Development

Business Intelligence (BI)

Collaboration

Visual Collaboration

VoIP

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

On-Demand Payment

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printers

API Management

App Development

Browser

Cloud Storage

Component Content Management

Data Observability

Enterprise Architecture Management

Fraud Detection

Hosted Virtual Desktop

Hyper-Converged Infrastructure

Integration Platform as a Service (iPaaS)

Internet of Things (IoT)

Interoperability

MLOps

Network Access Control (NAC)

Network Performance Monitoring

Remote Support

Requirements Management

Security Awareness Training

Session Border Controllers

Voice Recognition

Web Application Firewalls

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Business Card Scanning

Content Management

Content Marketing

Digital Signage

Direct Mail Automation

Email Management

Email Marketing

Event Registration

Marketing Automation

Marketing Resource Management

Online Reputation Management

Search Marketing Intelligence

Social Media Management

Social Media Publishing

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Business Caller ID

Professional Services Automation

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Intelligence

Sales

Data Loss Prevention

Insider Risk Management

Security

Commercial Drone

Construction Accounting

HIPAA Compliance

Multiple Listing Service (MLS)

Smart Cities

Utilities

Vertical-Specific

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### Pricing and Quoting
Users consistently praise XaitCPQ for its robust pricing and quoting capabilities. The platform's ability to generate fast and accurate pricing summaries, configure pricing structures, and streamline the quoting process has been highly commended. Customers appreciate the platform's user-friendly interface, which allows for easy customization of prices and the creation of pricing workflows. XaitCPQ's feature set enables users to set competitive base prices for their products and services, ultimately enhancing their sales strategies. Despite some minor concerns about pricing flexibility for startup companies, overall, users find XaitCPQ to be a reliable and efficient solution for managing pricing and quoting processes.

### Sales Enablement
Users consistently praise XaitCPQ for its sales enablement capabilities. The platform is lauded for its ability to streamline the selling process, empower sales teams, and enhance pricing accuracy. Reviewers highlight the ease of generating quotes, the efficiency in managing builds and stock, and the overall support provided by the system. XaitCPQ's sales enablement features are seen as a valuable asset in improving sales performance and product knowledge within organizations.

### Product Configuration
Users consistently praise XaitCPQ's robust product configurator capabilities. The platform's product configuration functionality is lauded for its high level of customization, ease of use, and ability to streamline workflows. While some users found the administration of the configurator to be complex, the majority appreciate the flexibility and efficiency it brings to their processes. Additionally, the integration with Workbooks CRM has been beneficial for many users, although some initial challenges were noted. In general, XaitCPQ's product configuration features are seen as a valuable asset for businesses looking to optimize their quoting and drawing processes.

### User Experience
Users across various industries have expressed satisfaction with XaitCPQ's user experience, highlighting its ease of use for both administrators and end users. The software's customization abilities have been particularly praised, allowing for efficient creation of quotes and streamlined data backup processes. While some users have suggested improvements in terms of flexibility in license pricing and simplifying the admin interface for novice users, the overall consensus leans towards a positive user experience with XaitCPQ.

### Customization and Flexibility
Users consistently praise XaitCPQ for its exceptional customization and flexibility capabilities, noting that the platform offers a high level of adaptability and ease of use. The system's intuitive design and user-friendly interface make it accessible to individuals with varying levels of technical expertise. Customers appreciate the platform's ability to streamline complex product configurations and pricing workflows, ultimately enhancing their overall efficiency and productivity. Additionally, the prompt and efficient support provided by the XaitCPQ team has been instrumental in addressing any queries or issues that users may encounter, further solidifying the platform's reputation for reliability and customer satisfaction.

Users have found that the CPQ platforms, such as XaitCPQ and BlueprintCPQ, are easy to learn and use, allowing anyone to utilize them without any trouble. These platforms have enhanced efficiencies and solved the problem of price combination assessment, providing fast and easy services for attracting customers. Sales teams rely on these platforms to receive orders for printed products, enabling them to easily review dimensions, materials, frames, and other options to determine the exact price for the customer. Moreover, the software helps in pricing even the most complex products and services, allowing sales teams to stay on top of their game and configure pricing effectively. Users have found that with these CPQ platforms, they can quickly configure sales quotes and expedite product launches, making it easy to streamline the entire process. Additionally, these platforms have saved a significant amount of time by maintaining and tracking cost analysis, eliminating the need for manual methods. For example, XaitCPQ has helped in establishing version control and collaboration within the organization, saving time on paperwork and documentation. The clone quote functionality in XaitCPQ has been a big time saver for support teams, allowing admin staff to produce copy quotes instead of engineers. On the other hand, BlueprintCPQ seamlessly integrates with ecommerce solutions, providing a GUI and API for a seamless user experience. Users have found that BlueprintCPQ can handle complex configuration rules and pricing models globally, enabling the sale of complex products online and automating manual business processes. The support team of both platforms has been helpful in guiding users through the implementation process, making it super easy to adopt the software.

Overall, these CPQ platforms provide control, validation, streamlined processes, accurate pricing calculations for complex products or services globally. They enable users to send out a large number of quotes quickly while also improving productivity. BlueprintCPQ has proved effective in generating fixed price quotes accurately and in a timely manner for their complex products. The software handles the requirements for manufacturing fabricated access covers with bespoke sizes, loading capabilities, and configurations. Furthermore, both XaitCPQ and BlueprintCPQ have minimized user errors and human calculations by automating the quoting process. These platforms have centralized configuration rules, pricing, and costing, making it easier for sales teams to work efficiently without requiring technical knowledge. Integration with CRM data allows for reporting and complete BOM generation for manufacturing. By using these CPQ software solutions, organizations have been able to ensure the technical validity of complex product quotes without relying solely on highly trained Sales Engineers. This results in increased efficiency and cost savings for organizations. With the implementation of XaitCPQ and BlueprintCPQ, sales staff can now quote their own solutions and link quotes to opportunities in Salesforce, improving the overall sales process and empowering sales teams. These CPQ platforms have also led to a better customer experience by automating the sales order process, reducing invoicing queries, and providing consistent professional outputs. Users have found that these software solutions have resolved quoting needs for complex companies with different business streams, providing robust support for salespeople. By utilizing these CPQ platforms, organizations can accurately quote prices using complex and varied pricing models, giving confidence to both internal sales staff and third-party sales channel partners.

The benefits extend beyond quote generation. The software enables efficient booking and rescheduling of appointments, as well as easy templating and structuring of daily activities. Users store quotes and bid for jobs using the software, resulting in detailed, accurate, and professional quotes produced quickly. The centralized nature of these platforms has reduced errors through the configurator while eliminating the need for multiple forms and increasing customer focus. They have also facilitated knowledge transfer within organizations, resulting in global utilization and improved visibility and control.

In summary, XaitCPQ and BlueprintCPQ provide powerful solutions for streamlining the quoting process, automating manual business processes, enhancing operational efficiency, reducing errors, integrating with existing systems, empowering sales teams, improving customer experience, and ensuring accurate pricing and configuration. These CPQ platforms have been proven to meet the needs of various industries and have garnered positive feedback from users who appreciate their ease of use, time-saving capabilities, robust functionality, reliable performance, and excellent support from the respective teams behind the software.

User-Friendly and Easy to Customize: Many users have found both XaitCPQ and BlueprintCPQ to be user-friendly and easy to customize for their business needs. They appreciate the software's intuitive interface and the ability to tailor it according to their specific requirements.
 
Exceptional Interfaces and Hardware: Users have praised both XaitCPQ and BlueprintCPQ for their exceptional interfaces and hardware. The software provides a visually appealing and seamless user experience, making it enjoyable to work with. Additionally, the hardware components are reliable and efficient, contributing to a smooth workflow.

Reliable, Scalable, and Efficient: Both XaitCPQ and BlueprintCPQ have been commended by users for their reliability, scalability, and efficiency. Users appreciate that the cloud-based platforms provide high security while delivering results quickly. These software solutions not only streamline tasks but also enable companies to submit more quotes online with exceptional customer support.

Challenging Deployment Process: Users have found the deployment process to be challenging and time-consuming, as all products need to be sent for deployment even for small fixes. This adds unnecessary complexity and delays in implementing changes.

Complex System Maintenance: Reviewers have mentioned that maintaining and making changes to the system is difficult without assistance from Xait. The complex nature of the system requires expertise and support, which can be a limitation for users who want more control over their configurations.

Lack of Clear Navigation: Some users have expressed frustration with the lack of clear navigation within the software. There is minimal indication of their location within the configurator, making it confusing to navigate between different modules. This hampers user productivity and increases the learning curve for new users.

Users highly recommend XaitCPQ for current Workbooks CRM users with complex quoting needs. They suggest being open and flexible with Blue Zebra to effectively meet changing company needs. Additionally, speaking to the BluePrint team is recommended for their knowledge and expertise in product configuration. Users find BluePrint helpful, easy to work with, and capable of handling any situation. Overall, they highly recommend BluePrint as a sophisticated and economical CPQ solution due to its ability to handle any requirement as long as someone understands it.

XaitCPQ, a software solution from Xait, is designed to enable users to quickly and accurately price combinations of interdependent products and services.

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XaitCPQ

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

Design you perfect door with Yale Door - Powered by XaitCPQ

Xait is the company behind XaitPorter. <br><br>XaitPorter is a collaborative document production solution that enables several contributors to work on the same document at the same time. A typical area of use is bids &amp; proposals, where contributors work together and need to collaborate in order to prepare a bid in a short timeframe. 

XaitPorter is used by 4 out of 6 leading oil services companies world-wide, several top 10 Forbes companies and other small and large companies globally.

Xait

Web Proposals – a Modern, Professional Choice

Securing Buy-in and Budget for Your CPQ Project

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.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

XaitCPQ

Overview

What is XaitCPQ?