CPQLite

CPQLite

Solunus Technologies
DocVaz

DocVaz

Cloudvaz
+
+

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About

CPQLite is a streamlined Configure, Price, Quote (CPQ) solution integrated within Salesforce, designed to enhance the sales process for companies with complex product offerings. Its key functionality includes: Product Configuration: Sales teams can efficiently customize products or services based on customer needs, ensuring all selections meet predefined business rules and technical constraints. Accurate Pricing: CPQLite automates the application of pricing rules, discount approvals, and volume-based pricing, ensuring consistency and profitability. Quote Generation: It enables the rapid creation of error-free quotes that can be easily shared with clients in customizable templates. Salesforce Integration: CPQLite seamlessly integrates with Salesforce objects like Opportunities, Accounts, and Products, making data management intuitive. Guided Selling: By using smart recommendations, CPQLite helps sales reps choose the best product configurations and pricing options.

About

Enhance your document processes within Salesforce and automate linking documents to multiple objects. A simple click-and-configure utility to link your documents to multiple Salesforce objects. The configuration rules ensure that all processes follow the same rules when documents are uploaded to any Salesforce object. Organizations that use Salesforce to manage their business activities have many challenges in accessing the documents. When a document is attached to an object, it is linked only to that object. This is a standard feature of Salesforce. However, when the documents need to be available for other objects, there is no provision. This limitation becomes multi-fold for businesses that have a massive number of documents. DocVaz is an elegant solution to overcome these challenges and can scale up with the growth of the business. DocVaz addresses a wide variety of real-time business cases for accessing documents within Salesforce.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Sales Teams: The primary users of CPQLite are sales representatives who need to quickly configure products, apply pricing, and generate quotes. CPQLite helps them reduce errors, speed up the sales cycle, and close deals more efficiently. Sales Managers: Managers can use CPQLite to ensure pricing accuracy, monitor sales performance, and approve discounts or special pricing. It helps them track opportunities and guide sales teams through complex deals. Finance and Operations Teams: These teams are interested in ensuring that pricing, discounting, and quoting processes are in line with financial goals. CPQLite ensures compliance with pricing rules and profit margins. Product Managers: CPQLite helps product managers set product configurations and pricing rules. They can also monitor which products are being quoted most frequently and make data-driven adjustments. IT Teams: IT professionals benefit from the seamless integration of CPQLite with Salesforce, minimizing the need for custom development or additional tools. Executives: Leadership teams, including CEOs, CFOs, and CMOs, are concerned with the overall efficiency and profitability of the sales process. CPQLite offers transparency and analytics to help them make strategic decisions.

Audience

Businesses and companies seeking a solution to improve the process of uploading and tagging their documents

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$25 USD/user/month
Free Version Not Supported
Free Trial Supported

Pricing

$8 per month
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Company Information

Solunus Technologies
Founded: 2014
United States
solunus.com

Company Information

Cloudvaz
United States
www.cloudvaz.com/docvaz.html

Alternatives

Alternatives

Csmart CPQ

Csmart CPQ

Covalense Digital Solutions
360 InstantDocs

360 InstantDocs

360 Degree Cloud Technologies Private Limited

Categories

CPQ Supported

Categories

Document Management Features

Access Controls Not Supported
Archiving & Retention Not Supported
Collaboration Tools Not Supported
Compliance Tracking Not Supported
Document Archiving Not Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Not Supported
Document Indexing Not Supported
Document Retention Not Supported
Electronic Signature Not Supported
Email Management Not Supported
File Recovery Not Supported
File Type Conversion Not Supported
Forms Management Not Supported
Full Text Search Not Supported
Offline Access Not Supported
Optical Character Recognition Not Supported
Print Management Not Supported
Version Control Supported

Integrations

Amazon S3 Not Supported
Amazon Web Services (AWS) Not Supported
Box Not Supported
Dropbox Not Supported
Google Drive Not Supported
Microsoft OneDrive Not Supported
Salesforce Not Supported

Integrations

Amazon S3 Supported
Amazon Web Services (AWS) Supported
Box Supported
Dropbox Supported
Google Drive Supported
Microsoft OneDrive Supported
Salesforce Supported
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