Increase sales and decrease costs by making it easier and faster to create quotes, configure products and place orders.  Allow your internal reps, agents and customers to browse and configure your products, create quotes and place orders on your website.  The quote-to-order process is made easy with the following features:

• Product configuration and customization capability allowing for detailed selection of product attributes
• Product option compatibility checking
• Automatic application of discounts and promotions
• Instant margin analysis to help Management make informed decisions on special discount requests
• Creation of professional proposals in minutes using pre-defined proposal templates
• Automatic population of service order requests and other forms needed for ordering
• Online order creation from accepted quotes
• Automatic email notifications based on defined events
• Different views for internal reps, agents and customers
• Ability to define your own fields and business rules without programming
• For Salesforce.com users, creation of quotes directly from Salesforce.com Opportunities

Get in front of your customers first and win more business!


Product Catalog

Be in control of product changes and new product offerings.  Use the Product Catalog to update your product portfolio without programming.  Updates made in the Product Catalog are instantly available to Sales Portal users.