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EZLynx Features

What are the features of EZLynx?

Admin

  • Configuration Ease of Admin
  • Document Admin

Platform

  • Performance and Reliability

Administration

  • Accounting
  • Contact Management
  • Commissions
  • Sales Tools
  • Reporting & Dashboards
  • Payment Processing
  • Email Integration
  • Task Management

Insurance Documentation

  • Claims Management
  • Policy Management
  • Invoicing & Receipts
  • Electronic Signatures

Filter for Features

Configuration

Product Catalog

Allows users to search, filter, sort and select items to be added to quote This feature was mentioned in 14 EZLynx reviews.
76%
(Based on 14 reviews)

Guided Selling

Based on answering questions about customers the configurator automatically selects the best fit products 14 reviewers of EZLynx have provided feedback on this feature.
62%
(Based on 14 reviews)

Configuration Rules

Rules ensure that users select only compatible options and that all required items are included 16 reviewers of EZLynx have provided feedback on this feature.
68%
(Based on 16 reviews)

Configured Pricing

Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price This feature was mentioned in 13 EZLynx reviews.
71%
(Based on 13 reviews)

Visual Configuration

Based on 14 EZLynx reviews. Images can be displayed of options to enable users to visualize product options as it is being configured
73%
(Based on 14 reviews)

Ease of Use

Configurator guides users through process visually; no significant training required This feature was mentioned in 17 EZLynx reviews.
81%
(Based on 17 reviews)

Pricing

Pricing Flexibility

Based on 16 EZLynx reviews. Ability to support multiple pricing models for one-time, recurring, and other items
64%
(Based on 16 reviews)

Discounting

Based on 14 EZLynx reviews. Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements
61%
(Based on 14 reviews)

Commerical Rules

Based on 14 EZLynx reviews. Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations
58%
(Based on 14 reviews)

Terms and Conditions

Ensure that users automatically include the right terms based on items being quoted 15 reviewers of EZLynx have provided feedback on this feature.
71%
(Based on 15 reviews)

Approval WorkflowView full feature definition

See feature definition
Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly 14 reviewers of EZLynx have provided feedback on this feature.
64%
(Based on 14 reviews)

Renewals

Based on 14 EZLynx reviews. Allows users to renew existing contracts based on contracted pricing and existing assets already owned
67%
(Based on 14 reviews)

Quoting

Grouping

As reported in 12 EZLynx reviews. Ability to easily group items on quotes; apply and manage discounts and pricing by group
69%
(Based on 12 reviews)

Version Control

Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version 13 reviewers of EZLynx have provided feedback on this feature.
59%
(Based on 13 reviews)

Quote Document Generation

As reported in 15 EZLynx reviews. Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word)
71%
(Based on 15 reviews)

Document Customization

Users can customize quote with supporting documents, comments, cover letters for each customer. This feature was mentioned in 15 EZLynx reviews.
70%
(Based on 15 reviews)

Ordering

Based on 14 EZLynx reviews. Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration
60%
(Based on 14 reviews)

Contracts

Ability to convert accepted quotes into contracts; set up of required assets and contracts 13 reviewers of EZLynx have provided feedback on this feature.
65%
(Based on 13 reviews)

Admin

Configuration Ease of Admin

Easily build and maintain configurator; flexibility to easily embed all desired business logic This feature was mentioned in 17 EZLynx reviews.
72%
(Based on 17 reviews)

Pricing Administration

Can easily build and maintain pricing logic required by business This feature was mentioned in 16 EZLynx reviews.
55%
(Based on 16 reviews)

Workflow Management

Based on 17 EZLynx reviews. Easily build and maintain workflows, misc commercial fields, commercial rules
63%
(Based on 17 reviews)

Document Admin

Ability to easily build and maintain quotes, contracts, and other document outputs 18 reviewers of EZLynx have provided feedback on this feature.
72%
(Based on 18 reviews)

Channels

Mobile User Support

Supports users working on a mobile devide (phone and/or tablet) This feature was mentioned in 14 EZLynx reviews.
71%
(Based on 14 reviews)

Offline Support

Based on 14 EZLynx reviews. Provides ability to enable sales rep to use Configure, Price and Quote while disconnected from the internet
48%
(Based on 14 reviews)

Channel Partner Support

Based on 15 EZLynx reviews. Provides functionality for channel partners to configure, price, quote and buy products in a self service environment
64%
(Based on 15 reviews)

eCommerce

End customer users can configure, price, and buy products in a self service environment online This feature was mentioned in 13 EZLynx reviews.
63%
(Based on 13 reviews)

Platform

CRM Integration

As reported in 15 EZLynx reviews. CRM integration is flexible and easy to maintain
59%
(Based on 15 reviews)

Integration API

As reported in 15 EZLynx reviews. System provides API's that can be used to easily integrate to financial and other 3rd party systems
58%
(Based on 15 reviews)

Internationalization

Based on 15 EZLynx reviews. System support multiple currencies and languages to enable business in multiple countries
57%
(Based on 15 reviews)

Performance and Reliability

Based on 17 EZLynx reviews. System is consistently available (uptime) and system's speed doesn't impact productivity
78%
(Based on 17 reviews)

Scalability

Provides ability for very large quotes, number of products, users, rules, required by enterprize level customers This feature was mentioned in 16 EZLynx reviews.
65%
(Based on 16 reviews)

Reporting and Dashboards

Easily generate desired reports and dashboard on configurations, pricing, and quoting 17 reviewers of EZLynx have provided feedback on this feature.
65%
(Based on 17 reviews)

Administration

Accounting

Based on 210 EZLynx reviews. Tracking and reporting various financials
62%
(Based on 210 reviews)

Contact Management

Storing and organizing client contact information 221 reviewers of EZLynx have provided feedback on this feature.
83%
(Based on 221 reviews)

Commissions

As reported in 215 EZLynx reviews. Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal
67%
(Based on 215 reviews)

Sales Tools

Based on 215 EZLynx reviews. Organizing sales representatives' pipelines and tracking the sales process
71%
(Based on 215 reviews)

Reporting & Dashboards

Based on 223 EZLynx reviews. Compiling visual representations of various types of data
76%
(Based on 223 reviews)

Payment Processing

As reported in 201 EZLynx reviews. Processing credit card and bank payments
60%
(Based on 201 reviews)

Email Integration

Accessing and sending emails via the platform 221 reviewers of EZLynx have provided feedback on this feature.
78%
(Based on 221 reviews)

Task Management

As reported in 221 EZLynx reviews. Assigning tasks to employees in order to organize and track productivity
83%
(Based on 221 reviews)

Insurance Documentation

Claims Management

Organizing and processing customers' insurance claims 210 reviewers of EZLynx have provided feedback on this feature.
69%
(Based on 210 reviews)

Policy Management

Maintaining policy and customer information 224 reviewers of EZLynx have provided feedback on this feature.
86%
(Based on 224 reviews)

Invoicing & Receipts

Based on 205 EZLynx reviews. Creating and organizing insurance invoices and payment receipts
68%
(Based on 205 reviews)

Electronic Signatures

Based on 221 EZLynx reviews. Sending electronic documents to clients to sign and return electronically
85%
(Based on 221 reviews)