Appcino’s CRM CPQ is part of Appcino’s CRM Suite which helps organizations to standardize quote generation process by configuring all aspects of complex product parameters, pricing, discounts, approvals, document generation, terms and conditions, etc. It increases speed, accuracy and maintains price integrity across the organization. With cross sell/up sell capabilities and reduction in sales cycle times it helps organizations to increase revenue.

Generating the accurates quote quickly with always up to date pricing, triggering automatic approvals, generating quote documents and sending to customers from any device.

Key Functionality and Features

  • Product Catalogue & Configurations : Setup your products & Services and categorize them to create your product backlog.

  • Product Bundles : Creation of bundles by defining product attributes, features and options. Options enables to cross sell and upsell by configuring related products/accessories. Also reducing errors by Sales people by defining the constraints on quantity, discounts, etc.

  • Pricebooks : Allows you to configure various pricebooks for organizations and associating various prices at product and product bundle level.

  • Quote Documents and Email Templates : Powerful rich text editor allows to generate standard email and quote templates with capabilities of dynamic content. Users can update the template runtime at quote level and drag drop keys for replacing it with actual quote informations such as line items.

  • Quote Approvals: Configure multiple approval levels based on various parameters like Deal Size, Gross Margins, Overall Discounts, etc.

  • Terms and Conditions: Allows to configure Terms and Conditions to be included in Quote based on various fields of Product, Opportunity, Account, Pricebooks etc.

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