CPQ Software Resources

Articles, Glossary Terms, Discussions, and Reports to expand your knowledge on CPQ Software

Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find articles from our experts, feature definitions, discussions from users like you, and reports from industry data.

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CPQ Software Articles

The Right Configure, Price, Quote Tools Can Help You Sell Smarter in the Age of COVID-19

Sales teams are adapting to the new demands of remote selling. This includes more complex conversations with a remote buying committee, potential shifts to stakeholders, and budget approvals that are receiving more scrutiny than ever before.

by Kara Sargent

CPQ Software Glossary Terms

Approval Workflow

Approval workflow is a business practice in which individuals must approve data or tasks at specific points in a process. Learn more about approval workflows, their best practices, and how businesses can use workflow automation to ease the process.

by Keerthi Rangan

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Technology Glossary

Browse through dozens of terms to better understand the products you purchase and use everyday.

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CPQ Software Discussions

Question on: HubSpot Sales Hub

Are there plans to increase the functionality of the mobile app? The Outlook integrated logging sales tool is also limiting in that it only logs comms in the last 5 open deals attached to a client.

A sales team generally hate admin and tend to neglect it, yet its critical to keep the rest of the business in the know. As they generally use their mobile devices more than other devices I would like to promote use of the Mobile app more but the functionality is currently quite limited ie attaching pictures to tasks/note. Logging and tracking through the Outlook Sales Tool integration is also not as efficient as I had hoped. It currently only logs comms to the last 5 open deals a contact is associated with and in our business, this doesnt work. Having to go back to associate and disassociate comms to deals negates using the tool to save time.

I have been frustrated by the limitations of the mobile app as well. I had a phone conference with their team and improvements are coming but they will be incremental. One new item is the HubSpot keyboard for iOS that will allow better access and use of meeting links, snippets, docs, and quotes from the mobile app. The mobile app still has a lot of catching up to do. I feel like they need to imbed with an outside sales team to discover how it needs to operate.

Answered: Greg Cooper on March 2, 2022

I can recommend to have a look at Salesflare's CRM instead. It has both an Outlook sidebar and mobile app that come with 100% of the functionality of the web app, which works really amazing for me. If it weren't for Salesflare, our sales team still wouldn't be using any CRM.

Answered: Sarah Bax on March 2, 2022

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Your answer

Question on: ARCA

All the ways are best way

Arca app is a best

Thanks for your management

Answered: Cynthia Antonine on October 13, 2022

Your answer

Question on: PandaDoc

Is PandaDoc safe?

It seems like you haven't provided any text in the Unknown Language for translation. Could you please provide the text you would like translated into English?

Answered: Charles Kaelin on May 24, 2022

Certainly! Please provide the text in the Unknown Language that you would like translated into English.

Answered: Charles Kaelin on May 24, 2022

I believe so. We push out and manage a large volume of agreements and no issues so far.

Answered: Rui Pereira on May 5, 2022

Yes, the account is password-protected, and important information can be masked on documents (ex. social security numbers). If there are multiple users on the account workspaces can be set up where only certain users can access certain files.

Answered: Latrice White on May 5, 2022

Certainly!

Answered: Debbie Bennett on May 5, 2022

Certainly! Please provide the text in the Unknown Language that you would like me to translate into English.

Answered: Anna Parkhanovich on May 6, 2022

Yes it is. Our company has been quite comfortable using it and including the payment feature in our SoWs and contracts for receiving payments.

Answered: Zaria Grant on May 6, 2022

Absolutely.

Answered: Alpha Linlavong on April 8, 2025

Yes. Safe for standard business documents I use (sales contracts, layout approvals, change orders, etc.).