Three CPQ motions — conversational, self-service, and rules-based — deployed across OEM, dealer, and rep channels. Purpose-built for capital equipment, not adapted from SaaS configurators.
Match the quoting motion to each buyer journey — chatbot-led for complex discovery, guided self-service for repeat buyers, and rules-based for internal teams.
AI-led chat that turns a buyer’s application description into a validated configuration and quote — no forms, no catalogue browsing. Ideal for first-time buyers and complex equipment.
Guided step-by-step configurator for dealer portals and B2B storefronts — structured inputs, visual option selection, and instant pricing with no rep involvement required.
Structured rule engine for inside sales, customer service, and service operations — enforce margin floors, BOM constraints, discount approval workflows, and territory pricing.
Capabilities built for the realities of industrial selling — multi-tier channels, complex BOMs, and global pricing rules.
Product rules that know what goes with what — attachment constraints, variant exclusions, required accessories, and option dependencies.
OEM list, dealer net, customer special, volume breaks, promotional codes — all in one waterfall with audit trail.
Branded PDF proposals with line-item breakdown, option visuals, and e-signature ready output — auto-generated from configuration.
Native connectors for Salesforce, SAP, Oracle, and Microsoft — quotes flow directly to opportunity records and order management.
Machine learning that recommends the best variant for each buyer’s application — trained on your equipment data and historical configurations.
Track which configurations win, where quotes stall, and what pricing changes improve close rate — built into the CPQ dashboard.
