XaitCPQ is available in stand-alone format. It incorporates straightforward CRM functionality, allowing deployment outside a formal CRM system.
XaitCPQ can be deployed seamlessly within the most popular CRM systems - such as Microsoft Dynamics 365 and Salesforce.com.
Intelligent web pages
XaitCPQ enables intelligent web pages to be added to a site. To provide an intuitive and engaging configuration experience.
Our dedicated Salesforce.com CPQ app also incorporates custom objects. Objects that enable us to provide the powerful configuration and flexibility required to run complex rules and calculations.
Our intuitive, easy to use configuration screens are available for both Classic and Lightning versions of Salesforce.com - to provide a seamless quoting experience for users.
Document creation tool
Also included is our document creation tool. This provides great-looking documents to be created from the configurations and embedded into the quoting process.
Dedicated Microsoft CPQ app
Our dedicated Microsoft CPQ app incorporates custom objects. These custom objects enable us to provide the powerful configuration required for calculations across quotes of the largest scale.
Standard reporting module
All data can be accessed from the standard reporting module within Microsoft Dynamics. Workflows and approvals can be applied to quotes - to further enhance the process.
Word or PDF documents
Also included is our document creation tool that enables great looking documents (Word or PDF) to be created from the configurations and embedded into the quoting process.
Manage complex pricing
Workbooks CPQ enables organisations to simplify and automate complex quotation processes, empowering sales teams to build quotations quickly and accurately, using a guided quotation process.
Create tailored quotation screens
Simplify and drive consistency across the quoting process, capturing key configuration questions and options. Guided selling allows you to move away from pricing catalogues, product codes and options.
Manage your pricing directly
Workbooks.com intergration supports the concept of different pricing books and pricing rules. These features allow you to support volume based pricing, bundle pricing, regional pricing, channel pricing etc.
Produce quotations in minutes
Quotations can now be produced in minutes instead of hours enabling significant time and cost savings to be achieved for salespeople and their customers.
Synchronize data with Pipedrive
Enable sales teams to access all quotations to qualify enquiries and efficiently manage the sales process through a single platform.
Accurate & professional quotations
Automatically generates accurate and professional quotations that always meet corporate branding and styling requirements.