CPQLite

CPQLite

Solunus Technologies
SwiftyQuote

SwiftyQuote

Instrusolve
+
+

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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

SwiftyQuote builds done-for-you online product configurators for instrumentation manufacturers. It turns product catalogs, ordering guides and technical rules into a guided selection flow that shows valid combinations and helps buyers identify the correct model code, view a datasheet and submit a quote request. Manufacturers can add a configurator to their website or share it with customers without building configuration software in-house. Optional services include automated quote and lead responses, an AI voice receptionist, quote follow-up, customer support, workflow automation and a technical knowledge database. SwiftyQuote also supports connections to CRM and business systems, including Salesforce, HubSpot, Microsoft Dynamics, Google Sheets and Microsoft 365, as well as API, email and webhook workflows for routing configuration and inquiry information.

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

Instrumentation manufacturers and their buyers

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

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

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

No images available

Screenshots and Videos

No images available

Pricing

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

Pricing

No information available.
Free Version Not 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 Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Solunus Technologies
Founded: 2014
United States
solunus.com

Company Information

Instrusolve
Founded: 2026
United States
swiftyquote.com

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Quote Manager

Quote Manager

CRM Dynamics

Categories

CPQ Supported

Categories

Integrations

Google Sheets Not Supported
HubSpot CRM Not Supported
Microsoft 365 Not Supported
Microsoft Dynamics 365 Not Supported
Salesforce Not Supported

Integrations

Google Sheets Supported
HubSpot CRM Supported
Microsoft 365 Supported
Microsoft Dynamics 365 Supported
Salesforce Supported
Claim CPQLite and update features and information
Claim CPQLite and update features and information
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