Scalable pricing plans for growing teams
| Professional | Enterprise | ||
|---|---|---|---|
| Bulk Hybrid cloud/on-premise | ✔ | ✔ | |
| Product catalog with categories & hierarchies | ✔ | ✔ | |
| Product configuration, dependency, pricing and discounting rules (up to 10 rules) |
✔ | ✔ | |
| Intelligent web-based line automation in side-screen guide | ✔ | ✔ | |
| Mini based and fast pricing schemes | ✔ | ✔ | |
| Quote production of line-based professional services | ✔ | ✔ | |
| Price books and currencies (single price book) | ✔ | ✔ | |
| Flexible quote templates and layout (single layout format) | ✔ | ✔ | |
| Configurable document templates and doc change rules (single template) | ✔ | ✔ | |
| Automatic sync of quote data and documents in CRM | ✔ | ✔ | |
| Automatic quote to full proposal document generation | ✔ | ✔ | |
| Single sign on (SSO) with CRM credentials | ✔ | ✔ | |
| Access (API, data CRM) to 3rd parties and integrations | ✔ | ✔ | |
|
Advanced pricing schemes — fixed, variable (items, tenors, volume) substitution pricing |
✔ | ||
| Flexible quote templates and layouts for feedback | ✔ | ||
| Product configuration, dependency, pricing and discounting rules (unlimited rules) | ✔ | ||
| Configurable document templates and doc change rules (multiple templates) | ✔ | ||
| Rule-based access to products, pricing rules & id | ✔ | ||
| Multiple organizations, approval groups and workflows | ✔ | ||
| Built-in CPQ e-Signatures | ✔ | ||
| Mobile and tablet ready — native app or responsive mobile web | ✔ | ||
| Configurable products and their use options & features | ✔ | ||
| Product and pricing bundles discount products | ✔ | ||
| Dynamic order pricing approval, billing rates and triggers | ✔ | ||
| Custom fields within quote layouts | ✔ | ||
| Custom labels for additional business data during quoting rules | ✔ | ||
| Customizable approval workflows and templates | ✔ | ||
| Custom labels for additional business data during quoting rules | ✔ | ||
|
Add custom forms in guide for customer showing pricing during requirements |
✔ | ||
| Dynamic order value based automated pricing fulfillment | ✔ | ||
| Custom integration to other ERP/billing systems (automated services) | ✔ | ||
| Price books and currencies (multiple) | ✔ | ||
| Integration with DocuSign or Adobe or PandaDoc | ✔ |
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