XaitCPQ Features
What are the features of XaitCPQ?
Configuration
- Product Catalog
- Guided Selling
- Configuration Rules
- Configured Pricing
- Ease of Use
Pricing
- Pricing Flexibility
- Discounting
- Commerical Rules
- Terms and Conditions
- Approval Workflow
Quoting
- Grouping
- Version Control
- Quote Document Generation
- Document Customization
- Ordering
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Technology Glossary Features
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XaitCPQ Categories on G2
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Configuration
Product Catalog | Based on 28 XaitCPQ reviews and verified by the G2 Product R&D team. Allows users to search, filter, sort and select items to be added to quote | 92% (Based on 28 reviews) | |
Guided Selling | Based on 21 XaitCPQ 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 21 reviews) | |
Configuration Rules | Based on 32 XaitCPQ 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 | 91% (Based on 32 reviews) | |
Configured Pricing | Based on 33 XaitCPQ 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 | 91% (Based on 33 reviews) | |
Visual Configuration | Images can be displayed of options to enable users to visualize product options as it is being configured 16 reviewers of XaitCPQ have provided feedback on this feature. | 90% (Based on 16 reviews) | |
Ease of Use | Based on 34 XaitCPQ reviews and verified by the G2 Product R&D team. Configurator guides users through process visually; no significant training required | 85% (Based on 34 reviews) |
Pricing
Pricing Flexibility | Based on 30 XaitCPQ reviews and verified by the G2 Product R&D team. Ability to support multiple pricing models for one-time, recurring, and other items | 89% (Based on 30 reviews) | |
Discounting | Based on 30 XaitCPQ 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 | 87% (Based on 30 reviews) | |
Commerical Rules | Based on 29 XaitCPQ reviews. Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations | 90% (Based on 29 reviews) | |
Terms and Conditions | Based on 26 XaitCPQ reviews and verified by the G2 Product R&D team. Ensure that users automatically include the right terms based on items being quoted | 91% (Based on 26 reviews) | |
Approval Workflow | See feature definition | Based on 21 XaitCPQ reviews and verified by the G2 Product R&D team. Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly | 83% (Based on 21 reviews) |
Renewals | Based on 13 XaitCPQ 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 | 87% (Based on 13 reviews) |
Quoting
Grouping | Based on 22 XaitCPQ reviews and verified by the G2 Product R&D team. Ability to easily group items on quotes; apply and manage discounts and pricing by group | 87% (Based on 22 reviews) | |
Version Control | Based on 20 XaitCPQ 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 | 88% (Based on 20 reviews) | |
Quote Document Generation | Based on 30 XaitCPQ 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) | 80% (Based on 30 reviews) | |
Document Customization | Based on 29 XaitCPQ reviews and verified by the G2 Product R&D team. Users can customize quote with supporting documents, comments, cover letters for each customer. | 79% (Based on 29 reviews) | |
Ordering | Based on 20 XaitCPQ reviews and verified by the G2 Product R&D team. Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration | 87% (Based on 20 reviews) | |
Contracts | Based on 15 XaitCPQ reviews and verified by the G2 Product R&D team. Ability to convert accepted quotes into contracts; set up of required assets and contracts | 90% (Based on 15 reviews) |
Admin
Configuration Ease of Admin | Based on 17 XaitCPQ reviews and verified by the G2 Product R&D team. Easily build and maintain configurator; flexibility to easily embed all desired business logic | 73% (Based on 17 reviews) | |
Pricing Administration | Based on 16 XaitCPQ reviews. Can easily build and maintain pricing logic required by business | 80% (Based on 16 reviews) | |
Workflow Management | Based on 10 XaitCPQ reviews and verified by the G2 Product R&D team. Easily build and maintain workflows, misc commercial fields, commercial rules | 68% (Based on 10 reviews) | |
Document Admin | Based on 13 XaitCPQ reviews and verified by the G2 Product R&D team. Ability to easily build and maintain quotes, contracts, and other document outputs | 76% (Based on 13 reviews) |
Channels
Mobile User Support | Based on 14 XaitCPQ reviews and verified by the G2 Product R&D team. Supports users working on a mobile devide (phone and/or tablet) | 83% (Based on 14 reviews) | |
Offline Support | Based on 14 XaitCPQ reviews. Provides ability to enable sales rep to use Configure, Price and Quote while disconnected from the internet | 83% (Based on 14 reviews) | |
Channel Partner Support | Based on 12 XaitCPQ 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 | 86% (Based on 12 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 15 XaitCPQ reviews and verified by the G2 Product R&D team. CRM integration is flexible and easy to maintain | 79% (Based on 15 reviews) | |
Integration API | System provides API's that can be used to easily integrate to financial and other 3rd party systems | Not enough data | |
Internationalization | System support multiple currencies and languages to enable business in multiple countries 10 reviewers of XaitCPQ have provided feedback on this feature. | 73% (Based on 10 reviews) | |
Performance and Reliability | Based on 18 XaitCPQ reviews and verified by the G2 Product R&D team. System is consistently available (uptime) and system's speed doesn't impact productivity | 77% (Based on 18 reviews) | |
Scalability | Based on 16 XaitCPQ reviews and verified by the G2 Product R&D team. Provides ability for very large quotes, number of products, users, rules, required by enterprize level customers | 89% (Based on 16 reviews) | |
Reporting and Dashboards | Easily generate desired reports and dashboard on configurations, pricing, and quoting | Not enough data |
Document Creation
Customizability: Variables and Fields | Define fields to pull in dynamic information. | Not enough data | |
Template Creation and Flexibility | Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. | Not enough data | |
Rich Media | How well the platform supports images, audio, and video in proposals. | Not enough data | |
Online Document Creation | Create adaptive online documents for view via browser or mobile device. | Not enough data | |
PDF Creation | Create attractive PDF versions of proposals. | Not enough data | |
Custom Branding | Brand proposals and the application's portal with your company's logos and branding. | Not enough data |
Workflow
Document Builder Interface | See feature definition | Easily search for and add elements to a proposal. | Not enough data |
Collaborative Creation | Multiple users can edit a single document. | Not enough data | |
Assembly and Approval Workflows | Automate workflows by routing documents to the correct individuals for adding content and approval. | Not enough data |
Analytics
Engagement Tracking | Track who is looking at proposals and how often or for how long. | Not enough data | |
Proposal Effectiveness Reporting | Find out which pieces of content are performing best. | Not enough data | |
Reporting and Dashboards | Access pre-built and custom reports and dashboards on proposal volume and acceptance. | Not enough data |
Administration and Platform
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
Alerts and Notifications | Program in-app and email notifications for approval milestones or actions. | Not enough data | |
CRM Integration | Push and pull data from CRM to build proposals and update statuses with clients. | Not enough data | |
E-Signature Integration | Couple accepting proposals and signing contracts together in one workflow. | Not enough data | |
CPQ Integration | Push and pull data from quote applications to build proposals. | Not enough data | |
API / Integrations | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. | 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 |
