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servicePath CPQ
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servicePath CPQ Features

What are the features of servicePath CPQ?

Configuration - cpq

  • Product Catalog
  • Guided Selling
  • Configuration Rules
  • Price Configuration
  • Visual Configuration

Pricing

  • Pricing Flexibility
  • Discounting
  • Commerical Rules
  • Terms and Conditions
  • Approval Workflow

Quoting

  • Grouping
  • Version Control
  • Quote Document Generation
  • Ordering

Admin

  • Pricing Administration

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Filter for Features

Configuration - cpq

Product Catalog

Based on 38 servicePath CPQ reviews and verified by the G2 Product R&D team. Allows users to search, filter, sort and select items to be added to quote
86%
(Based on 38 reviews)

Guided Selling

Based on 33 servicePath CPQ reviews and verified by the G2 Product R&D team. Based on answering questions about customers the configurator automatically selects the best fit products
87%
(Based on 33 reviews)

Configuration Rules

Based on 37 servicePath CPQ reviews and verified by the G2 Product R&D team. Rules ensure that users select only compatible options and that all required items are included
84%
(Based on 37 reviews)

Price Configuration

Based on 38 servicePath CPQ reviews and verified by the G2 Product R&D team. Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price
86%
(Based on 38 reviews)

Visual Configuration

Images can be displayed of options to enable users to visualize product options as it is being configured 33 reviewers of servicePath CPQ have provided feedback on this feature.
82%
(Based on 33 reviews)

Pricing

Pricing Flexibility

Based on 36 servicePath CPQ reviews and verified by the G2 Product R&D team. Ability to support multiple pricing models for one-time, recurring, and other items
88%
(Based on 36 reviews)

Discounting

Based on 36 servicePath CPQ reviews and verified by the G2 Product R&D team. Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements
85%
(Based on 36 reviews)

Commerical Rules

Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations 37 reviewers of servicePath CPQ have provided feedback on this feature.
85%
(Based on 37 reviews)

Terms and Conditions

Based on 27 servicePath CPQ reviews and verified by the G2 Product R&D team. Ensure that users automatically include the right terms based on items being quoted
80%
(Based on 27 reviews)

Approval WorkflowView full feature definition

See feature definition
Based on 32 servicePath CPQ reviews and verified by the G2 Product R&D team. Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly
86%
(Based on 32 reviews)

Renewals

Based on 22 servicePath CPQ reviews and verified by the G2 Product R&D team. Allows users to renew existing contracts based on contracted pricing and existing assets already owned
82%
(Based on 22 reviews)

Quoting

Grouping

Ability to easily group items on quotes; apply and manage discounts and pricing by group This feature was mentioned in 29 servicePath CPQ reviews.
86%
(Based on 29 reviews)

Version Control

Based on 30 servicePath CPQ reviews and verified by the G2 Product R&D team. Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version
87%
(Based on 30 reviews)

Quote Document Generation

Based on 34 servicePath CPQ reviews and verified by the G2 Product R&D team. Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word)
85%
(Based on 34 reviews)

Ordering

Based on 25 servicePath CPQ reviews and verified by the G2 Product R&D team. Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration
88%
(Based on 25 reviews)

Contracts

Based on 12 servicePath CPQ reviews and verified by the G2 Product R&D team. Ability to convert accepted quotes into contracts; set up of required assets and contracts
82%
(Based on 12 reviews)

Admin

Configuration Ease of Admin

Based on 23 servicePath CPQ reviews and verified by the G2 Product R&D team. Easily build and maintain configurator; flexibility to easily embed all desired business logic
76%
(Based on 23 reviews)

Pricing Administration

Based on 23 servicePath CPQ reviews and verified by the G2 Product R&D team. Can easily build and maintain pricing logic required by business
85%
(Based on 23 reviews)

Workflow Management

Based on 19 servicePath CPQ reviews and verified by the G2 Product R&D team. Easily build and maintain workflows, misc commercial fields, commercial rules
79%
(Based on 19 reviews)

Document Management

Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs This feature was mentioned in 22 servicePath CPQ reviews.
73%
(Based on 22 reviews)

Channels

Channel Partner Support

Based on 18 servicePath CPQ reviews and verified by the G2 Product R&D team. Provides functionality for channel partners to configure, price, quote and buy products in a self service environment
80%
(Based on 18 reviews)

eCommerce

End customer users can configure, price, and buy products in a self service environment online

Not enough data

Platform

CRM Integration

Based on 19 servicePath CPQ reviews and verified by the G2 Product R&D team. CRM integration is flexible and easy to maintain
84%
(Based on 19 reviews)

Integration API

Based on 19 servicePath CPQ reviews and verified by the G2 Product R&D team. System provides API's that can be used to easily integrate to financial and other 3rd party systems
82%
(Based on 19 reviews)

Internationalization

Based on 16 servicePath CPQ reviews and verified by the G2 Product R&D team. System support multiple currencies and languages to enable business in multiple countries
76%
(Based on 16 reviews)

Scalability

Based on 21 servicePath CPQ reviews and verified by the G2 Product R&D team. Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers
88%
(Based on 21 reviews)

Reporting and Dashboards

Based on 21 servicePath CPQ reviews and verified by the G2 Product R&D team. Easily generate desired reports and dashboard on configurations, pricing, and quoting
74%
(Based on 21 reviews)

ERP Integration

ERP integration is flexible and easy to maintain

Not enough data

Customer Requirements

Quoting

Ability to create custom quotes based on customer requirements.

Not enough data

Configuration

Allows users to configure products and revise quotes accordingly.

Not enough data

Pricing

Provide standard pricing options that can be customized by customer.

Not enough data

Contracts

Creation

Deliver standard contract templates that can be modified by users.

Not enough data

Negotiation

Track contract changes made by all parties during negotiation.

Not enough data

Execution

Implement the final version of the contract, including SLAs.

Not enough data

Revenue

Invoicing

Monitor invoices and payments per product, customer, or contract.

Not enough data

Matching

Match invoices with sales orders, quotes, and contracts.

Not enough data

Recognition

Perform revenue recognition to ensure that pricing or payment terms are accurate.

Not enough data

Generative AI - cpq

Dynamic Quoting

Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior

Not enough data

Dynamic Pricing

Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors

Not enough data

Personalized Sale Recommendations

Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs

Not enough data