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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

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

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