The Rule Engine works with any simple or complex model you can dream up. See it in action here.
Handle any complex pricing you may have, like Bulk, Volume, Tier or make your own with custom Matrix pricelists.
Never leave the app to close your deals. Drag & Drop Templating for your Quotes, Proposals or whatever you want to email, all baked right in.
Pin the best selling products or configurations, share your configurations or pricing comparisons, without leaving the app.
Sell confidently by being able to see your product update as you configure it.
Support multiple locales and currencies easily.
Maximize the profit by comparing or using multiple pricelists in a single quote.
Timely and situational suggestions, enable new sales reps to sell faster.
Use the Compare, Price and Reconcile feature to keep your margins exactly where you want them to be.
Be customer-centric; never leave the CRM. Generate, assemble and send essential sales documents and also follow-up within OneCPQ.
Group, tag and filter your products, and keep them organized the way you want to.
Easily compare multiple configured products with multiple pricelists, save them and even share them.
The OneCPQ Rule Engine works with any complex business needs. Make unlimited rules & constraints; it's all up to you.
Fit your product to the customer, not the customer to your product
OneCPQ guides the sales rep in picking and choosing from everything your company offers so as to build a comprehensive solution for your client. It is incredibly easy to customize the product(s) to match the client's needs.
However, the simplification of the process should not hinder the rep from making deeper, intricate customization choices for each specific product in the solution, if necessary.
Go from quote to revenue, quickly.
If the configuring and quoting process takes time, the customer will start looking for other options among your competition. The deep but simple configuration allows you to create quotes faster than ever before. This means your customer will be presented with all the possible options and their respective costs.
This keeps them engaged throughout the sales process. The sales team can now tinker with the quote as necessary and sell the perfect solution.
Make it easier for your sales team and your customer to communicate with each other, anywhere, anytime
The platform operate on a WYSIWYG (What you see is what you get) idea. The customers should be engaged throughout the sales process and never be left in the dark. They should know exactly what they're getting for what they pay.
It should also be mobile-friendly so the sales team can communicate with customers and generate quote from anywhere, anytime, with ease.
No lost opportunities, ever.
The sales rep will never worry about compatibility or pricing of any particular product. There are no discrepancies at any stage of the sales process: the solution goes from your business to the customer, exactly as requested.
The sales reps never have to be retrained more than once or remember any of the products or services your business provides, so there is no room for error.
After a sale, keep track of all purchases made by the customer and offer services such as upgrades or renewal, right in OneCPQ.
Feel empowered, not frustrated.
The OneCPQ Rule Engine works with any complex configurations, and still maintains incredible performance. No more long load times or switching back and forth between multiple views.
Scales for any business, be it small, medium, large or enterprise.
We have one plan, one price per user. Simple and straightforward.
Anyone who is generating quotes will need licenses. Specifically this means:
- Reps / Agents: Salesforce users who are generating Quotes
- Admins: Salesforce admins interacting with the application.
- Managers: Managers using the OneCPQ
Yes we’ve got customers ranging from 5 user licenses up to 700. Just let us know how many licenses you would need and we’ll see what we can do to help.
No, all users are counted equally.
Only users who are team members, configuring or view OneCPQ data need licenses.
Premier support must be added as part of your annual subscription. You can upgrade or downgrade as part of your annual renewal process.
Unfortunately, we bill annually, the same way you pay for Salesforce!
Your success is our success. OneCPQ is designed to be easy to setup for a Salesforce admin, however we are always on hand to help out with questions or for premier support customers we can go the extra mile to help you get things running smoothly.
Yes, we do offer discounts to non-profit organizations. Please contact us for more details.
Making business easy.
