Streamline your sales process with a single platform that enables you to configure, price, quote, e-sign, contract, order, bill, and collect payment for your products and services.
Streamline your sales process with a single platform that enables you to configure, price, quote, e-sign, contract, order, bill, and collect payment for your products and services.
Enterprise-grade Configuration, Pricing, and Quoting
Easily search, filter, sort, configure, and bundle products and services to be added to quote.
Pricing is displayed instantly during configuration process so users can quickly see how different configurations impact price.
Manage specific discounts at the quote and line level; update discounts based on volume and contract agreements.
Qualifying questions about customers let the configurator automatically select the best-fitting products for their needs.
Manage specific discounts at the quote and line level; update discounts based on volume and contract agreements.
ScaleFluidly can support multiple pricing models for one-time, recurring, and other items.
Rules can be written for the commercial process so that users don't make errors in pricing, terms, and other commercial considerations.
Manage discounts at the quote and line level, incorporating changes based on volume and customer agreements.
Users can easily submit quotes, contracts, etc. to the right person, letting them quickly obtain appropriate approvals.
Manage discounts at the quote and line level, incorporating changes based on volume and customer agreements.
Grouping items on quotes lets users easily apply and manage discounts and pricing by group.
Collaboration features let sales reps work together on the same quote, letting them make configurations and assign configuration requests to other sales reps.
Allows users to create new versions of quotes, revert to old versions and track changes from version to version.
Generate professional, consistently formatted document outputs with desired branding, product descriptions, pricing, terms, and visuals.
Allows users to create new versions of quotes, revert to old versions and track changes from version to version.
Deliver exceptional customer experiences
Unify your revenue processes and data
Drive efficiency across the entire quoting lifecycle
Improve flexibility across buying channels
Deliver exceptional customer experiences
Unify your revenue processes and data
Drive efficiency across the entire quoting lifecycle
Improve flexibility across buying channels
✓ Deliver exceptional customer experiences
✓ Unify your revenue processes and data
✓ Drive efficiency across the entire quoting lifecycle
✓ Improve flexibility across buying channels