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Zywave Sales Cloud - Quoting & Proposals (CPQ)

Zywave Sales Cloud - Quoting & Proposals (CPQ)

Overview

What is Zywave Sales Cloud - Quoting & Proposals (CPQ)?

Zywave's CPQ is a benefits consulting platform that aims to empower insurance agents and benefits brokers to deliver better, more strategic outcomes to their clients. Its technology platform allows users to automate content, provide better data management and simplify administration.…

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Pricing

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What is Zywave Sales Cloud - Quoting & Proposals (CPQ)?

Zywave's CPQ is a benefits consulting platform that aims to empower insurance agents and benefits brokers to deliver better, more strategic outcomes to their clients. Its technology platform allows users to automate content, provide better data management and simplify administration. CPQ automates…

Entry-level set up fee?

  • No setup fee

Offerings

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

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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.

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Product Details

What is Zywave Sales Cloud - Quoting & Proposals (CPQ)?

Zywave's CPQ is a benefits consulting platform that aims to empower insurance agents and benefits brokers to deliver better, more strategic outcomes to their clients. Its technology platform allows users to automate content, provide better data management and simplify administration. CPQ automates the benefits quoting process by pulling in carrier-direct small group quotes and level-funded/self-funded benefits plans.

Zywave Sales Cloud - Quoting & Proposals (CPQ) Features

CPQ Features

  • Supported: Quote sharing/sending
  • Supported: Product configuration
  • Supported: Configuration options
  • Supported: Pricing rules
  • Supported: Price adjustment
  • Supported: Purchase history and open contracts
  • 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

Zywave Sales Cloud - Quoting & Proposals (CPQ) Screenshots

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Zywave Sales Cloud - Quoting & Proposals (CPQ) Competitors

Zywave Sales Cloud - Quoting & Proposals (CPQ) Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesUnited States
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