Name: Zywave Sales Cloud - Quoting & Proposals (CPQ)
Rating: 8 (1 reviews)
Author: Zywave

Customer Success

Help Desk

Web and Video Conferencing

Customer Support

Batch Management Software

Changelog

Development

Attendance Tracking

Education

Barcode

Business Intelligence (BI)

Collaboration

Data Extraction

Enterprise Feedback Management

Integrated Workplace Management (IWMS)

Statistical Analysis

Enterprise

Accounting

Corporate Performance Management (CPM)

Online Trading

Finance and Accounting

360 Degree Feedback Software

Applicant Tracking

Corporate Learning Management

Freelance Management

HR Management

Payroll

Recruitment Marketing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Governance

Authorization

Cloud Storage

Container Management

Data Collaboration

Data Science

Digital Experience Monitoring (DEM)

Fraud Detection

In-Memory Databases

Incident Response

Integration Platform as a Service (iPaaS)

Intranet

Network Performance Monitoring

Packet Analyzer

Penetration Testing

Phishing Detection and Response

SOA Application Gateways

Technology Scouting Software

Testing Services

Traffic Switching

Web Portal

Information Technology

A/B Testing

AI Image Generation

Ad Serving & Retargeting

All-in-One Marketing

Contact Center

Content Management

Demand-Side

Domain Registration Services

Email Marketing

Event Management

Identity Resolution

Marketing Automation

Product Sampling

Social Media Management

Survey & Forms Building

Technology Review

Video Marketing

Web Analytics

Marketing

Project Management

Writing and Proofreading Tools

Professional Services

Customer Relationship Management (CRM)

Lead-to-Account Matching and Routing

Social Commerce

Sales

Law Practice Management

Nonprofit Advocacy

Restaurant POS

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Salesforce Revenue Cloud

Salesforce

Conga CPQ

Conga

ConnectWise CPQ

ConnectWise

QuoteWerks

Aspire Technologies, Inc.

Oracle CPQ

Oracle

DealHub.io

SAP CPQ

Experlogix CPQ (with e-Con CPQ)

Experlogix

IBM Sterling Configure, Price, Quote

Tech Cares 2020

Applied Epic

Applied TAM

Vertafore Agency Platform

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.

Basic

Professional

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.

Starter

Business

PandaDoc

Zywave Sales Cloud - Quoting & Proposals (CPQ)

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

<div>Zywave leads the insurance tech industry with the most expansive portfolio of sales management and client delivery solutions available.</div><div>Through deep expertise and an unparalleled content offering, we offer our partners solutions that deliver business efficiency, effectiveness, and insights.</div><div>At Zywave , we enhance and automate the conventional so your advice can be exceptional.</div>

Zywave

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.

TrustRadius

Home

CPQ Software

Zywave Sales Cloud - Quoting & Proposals (CPQ)

Overview

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