Product configuration is the heart of the sales quoting process for any organization that offers complex and highly configurable products and services. EndeavorCPQ includes everything you need to help sales reps quickly configure a product from your CRM and move on to the next step of preparing a fast and accurate quote.
Guided selling helps your sales reps generate custom quotes for your business. It creates a standardized workflow for your sales team to follow as they move through the steps of configuring a product from the CRM, pricing the configured product, and generating a quote to deliver to the customer.
Endeavor's pricing configurator is highly functional, with support for one-time product configuration, multi-currency transactions, cross and upsell suggestions and more. Flexible pricing options in the tool include customization to handle special product groupings and pairings, discount and markup constraints, and role-based pricing.
A quote can cost a lot of time moving through departments. EndeavorCPQ is built with workflow approval capabilities to accelerate the approval process. Endeavor empowers you with the ability to write simple rules to trigger approval emails and other alerts on sections of quotes that require special review.
Quotes generated by EndeavorCPQ are accurate, produced quickly and highly professional. Quote templates in the tool place your logos, dynamic terms & conditions and marketing materials directly into the generated quote, ensuring a complete proposal that is consistent with your branding aesthetic.
Maximize the efficiency of your management efforts by unifying your marketing, branding, and product information to generate fast and accurate business proposals. EndeavorCPQ offers you customizable templates, quote automation options, and details on the revision history of your proposals through tracking tools.
Multi-organization allows sales teams to pull up-to-date product and pricing data from multiple vendors within their industry in order to consolidate the quoting process.
Many enterprises choose to provide a portal into their CPQ environment. Portals allow outside sales reps or distributors visibility into product, pricing and pipeline data without needing additional CRM/ERP licenses. EndeavorCPQ offers the ability to create and customize these portals with your branded colors and logos.
EndeavorCPQ is easy to administer, requiring no special training outside of your familiar CRM environment. Setting up your product listings and pricing information is accomplished through a straightforward and intuitive interface.
EndeavorCPQ makes it easy for customers to sign off on quotes by using out-of-the-box integration with DocuSign. Every quote is ready to be signed with the click of a button.
EndeavorCPQ is fully-customizable by developers. Through offering a fully-featured, RESTFul API, EndeavorCPQ ensures that it will be a perfectly-flexible solution for your needs.
EndeavorCPQ fully integrates with Microsoft Power BI which allows users to easily build custom reports. Our out-of-the box integration with Power BI means you’ll have the reports you need without extra development hours.