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Optimize your quoting process with a platform purpose-built for enterprise services organizations.
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Transform the way you sell services
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Guided Quoting
Quote and scope the best project. Guide sales reps through the project scoping and planning phase using a new collaborative process that enhances margins, revenue, and compliance.
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Collaboration and Approvals
Unite sales and services delivery teams. Assign line items to the appropriate SMEs and approve the best deals for your organization.
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Quantitative Scenario Modeling
Quickly identify the best services combination. Compare scenarios to determine the best revenue and impact on margin.
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Advanced Pricing Capabilities
Protect margins while leveraging different pricing strategies. Negotiate deals for multi-year, multi-services, and complex global services with advanced pricing capabilities and accurate pricing insights.
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Document Generation
Eliminate revisions from multiple teams. Quickly generate documents that pull in project scope, effort, resources, and schedule information.
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Dashboard & Reporting
Customize dashboards to view services quotes by project, level, or resource mix and create reports for approved and customer-presented scenarios.
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Services quoting: a solution built for services organizations
- Manually building and managing spreadsheets hosted on individual hard drives
- Using tools designed to configure, price, and quote (CPQ) product orders
- Cobbling in-house solutions with additional services technology
Yet they still grapple with sales cycles prone to errors, collaboration issues, and a limited ability to make necessary adjustments. Why? Because spreadsheets and product CPQ solutions do not map to the unique needs of services organizations. Services organizations deserve to sell using a quoting solution designed to tackle the size and complexity of services quotes.
Services quoting just got easier.
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Professional services
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Consulting services
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Asset-based services
Seeing is believing
Let us show you how it’s done.
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Complex service quotes? No problem.
Access materials that illustrate the need for a unique solution for services quoting.