Configure, Price, Quote (CPQ) - Pricing and Features
Standard Plan
for use by the sales back office team for preparing quotes and booking orders
Professional Plan
For use across sales team and supervisors for quotes and order booking
3 US$ (*)
Per User Per Month (annualized)
plus 100 US$
Per Month
5 US$ (*)
Per User Per Month (annualized)
plus 175 US$
Per Month
Services
Configuration services & modular extensions using Stragiliti low code platform
Area
Feature
Standard
Quotes
Taxes and Discounts
Create quotations for multiple services
Set up and attach taxes and discounts for quotations
Y
Y
Pricing
Default prices for services by currency
Y
Modules
Define modules that are a part of a services from a pricing and delivery perpective
Y
Packages, groups, alternate choices and their pricing
Define module packages, groups, alternate choices and prices for these
Y
Module configuration
Configure services for simple as well as complex modular deliveries/ pricing using the packages, groups and alternate choices specified.
Y
Quote services and modular configuration
Each quote can have multiple services and each service can have a configured set of modules.
Y
Recurring Services
Services can be defined as recurring or one time for subsequent tracking during execution and billing
Y
Usage based services
Services can be defined as usage based, and during execution and billing the usage of the service can be basis of pricing
Y
Tier & Volume Pricing
Tier/ volume pricing to automatically provide different pricing bands for different levels of usage
Y
Generate Quote Documents
Generation quotation documents (which can be well formatted) in pdf form which can be sent to customers
Y
Convert to contracts
If one has subscribed the Contracts and Billing Module the quotation can be converted to a contracts.
Y
Global Operations
Setup use for global operations across contries, regions, locations, delivery units and currencies
Y
Customers/ Accounts
Define customers and groups, with specific information like priorities and regions attached to
Y
Regional Operations
Configure values like pricing, taxes and discounts based on the region applicable
Reporting
Views with filters to narrow down on the specific information needed. Exports provided to spreadsheets for further analysis
Standard Roles
Separate login roles for the application administrator, CPQ user and CPQ Supervisor.
Y
Y
Y
Role based dashboards
Separate dashboards provided for each standard role. Dashboards provide important alerts and notifications and a way to navigate quickly and in a semi intelligent way to what matters most for each user
Y
Application Administrator
Application administrator can track subscription details and configure users/ roles and important configurations relevant for the subscription like exchange rates and organization models relevant for global operations
Y
Sales Unit
Define sales units and attach users to sales units
Workflow Configuration
Configure custom approval workflows for key processes like contracts and invoices
Permissions and Access
Users can be attached to one or more of these roles, with the ability to switch across these roles during usage. Regional access levels can also be configured.
Analytics
Analytics and reports for analysis of services, regions, receivables and customers
Professional
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y