SmartCatalog streamlines the pricing process and eliminates pricing errors. With SmartCatalog you ensure consistent application of your pricing and discounting rules, and you can analyze and change pricing in real-time.
- Price complex products based on features and options selected
- Manage customer, channel, volume, and product-specific prices and discounts
- Calculate costs, margins, and commissions
- Manage and enable special pricing and approval workflow
- Support cost-based pricing and estimating
- Set up pricing and discounting rules based on multiple parameters
- Define unique pricing and restrict access for individual users
- Easily customize your quote forms and workflow using web admin tools
SmartCatalog allows users to automatically generate rich, customer friendly quotes in multiple formats.
Key quoting capabilities include:
- Generate and manage quotes online
- Add, edit, and delete quote line items based on configurator options
- Populate quotes with relevant customer data automatically
- Automate workflow for quote approvals, collaboration
- Track quote history across multiple quote revisions
- Capture opportunity management and pipeline forecasting data such as predicted close date, probability of wining, competitors, etc.
- Generate rich proposal packages including quotes, cover letters, datasheets, drawings, etc.
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