All features
Administration
- Playbook interface for defining, maintaining, and updating product rules and behaviors
- Powerful configuration engine that sets conditions by constraints or rules—no coding required
- Easy-to-manage web-based solution
- Integrations with ERP, CRM, and CLM
- Easy spreadsheet import and export
- Role-based access controls
- Permission-based rule publishing
- HTTPS security
- Automated data migration
Sales automation
- Step-by-step guided selling interface
- Fully customizable smart messaging
- Searchable product catalog
- Automated quote generation
- Alerts for expirations, renewals, and upsell opportunities
- Parallel, serial, and conditional approval workflows
Product and sales configuration
- Line-item discounting
- Quote-level discounting
- Rule enforcement for discounting, pricing, promotions, bundling, and margins
- Line-item configurability
- Role-based visibility, pricing, and item availability
Quote generation
- Ability to create multiple quotes per opportunity
- Individual product configurability
Proposal generation (requires integration with Selectica CLM)
- Branded custom layouts for proposal documents
- Proposal generation in PDF or Microsoft Word format
- Ability to generate multiple proposals per opportunity
- Optional eSignature integration
- Ability to email proposals directly from application
Reporting and analytics
- Personalized dashboards
- Group and individual reports
- Lead-to-quote visibility
- Quote-based reporting
Salesforce Integration
- Access to approved pricing, packaging, and product information in the familiar Salesforce environment
- Ability to configure, price, and quote deals without leaving salesforce.com
- Ability to create multiple quotes per opportunity
- Chatter integration for collaboration on individual quotes
- Ability to request contract within Salesforce