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XaitCPQ

XaitCPQ

Overview

What is XaitCPQ?

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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Recent Reviews

TrustRadius Insights

Users have found that the CPQ platforms, such as XaitCPQ and BlueprintCPQ, are easy to learn and use, allowing anyone to utilize them …
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Pricing

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What is XaitCPQ?

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

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Alternatives Pricing

What is PandaDoc?

PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.

What is Salesforce CPQ?

Salesforce Revenue Cloud (formerly Salesforce CPQ or SteelBrick) is built and delivered on the Salesforce Platform and Salesforce1 Mobile App which enables users to create accurate sales quotes quickly and submit error-free orders on the fly from any device.

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Product Details

What is XaitCPQ?

XaitCPQ (Configure, price, quote) captures complex product, pricing, and business rules in one central place for automating and streamlining actions in real time. The solution aims to help organizations win more deals at better margins, by making it really quick and easy to correctly build and price combinations of products and services, and do so at scale.

The vendor states XaitCPQ can shorten the sales cycle, and remove bottlenecks, enabling sales teams to present exactly the right solution at the right time and cost to the right customer.

As a cloud-based solution XaitCPQ enables sales reps to work from any location and on any device. Management can see exactly where in the process a purchase is, it’s status and who’s working on it.

Less dead time equals more opportunities to sell and adds value in ways previously thought unimaginable.

XaitCPQ Features

CPQ Features

  • Supported: Quote sharing/sending
  • Supported: Credit approvals
  • Supported: E-signature
  • Supported: Product configuration
  • Supported: Configuration options
  • Supported: Pricing rules
  • Supported: Price adjustment
  • Supported: Purchase history and open contracts
  • Supported: Guided selling/Sales portal
  • Supported: Self-service CPQ
  • Supported: CPQ reporting & analytics
  • Supported: Proposals
  • Supported: Excel integration
  • Supported: CPQ-CRM integration
  • Supported: Attachments to quotes
  • Supported: Renewal management
  • Supported: Order capturing

XaitCPQ Screenshots

Screenshot of Design you perfect door with Yale Door - Powered by XaitCPQScreenshot of ConfigurationScreenshot of Quote - Shown on iPad

XaitCPQ Integrations

XaitCPQ Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationMobile Web
Supported CountriesGlobal
Supported LanguagesEnglish
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Comparisons

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Reviews

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

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.

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