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Configure, Price, Quote

Sell complex solutions with confidence.

Next generation CPQ that enables fast and accurate quoting for complex offerings that include products and services.

Explore CPQ →
Explore CPQ
Business Value → Industrial-Grade CPQ → AI-Driven Productivity → CPQ Rules Engine → Pricing & Discounts → Visualization (2D/3D) → Approvals & Governance → BOM & ERP Handoff → Admin & Design Center →
Document Automation

Generate documents from complex data at scale.

Design, generate and deliver documents from complex data sources while freeing your developers.

Explore Document Automation →
Explore Document Automation
Complexity Simplified → Enterprise-Grade → AI & Innovation → Workflow Automations → Forms → Content Manager → eSignature →
Digital Commerce

Create connected digital buying experiences.

Connect ERP data with ecommerce, mobile ordering and self-service experiences built for complex B2B selling.

Explore Digital Commerce →
Explore Digital Commerce
B2B Ecommerce Webshop → B2B Mobile App → B2B Customer Portal → Order Punchout → Sales Ordering App →
Explore CPQ →
Business Value Industrial-Grade CPQ AI-Driven Productivity CPQ Rules Engine Pricing & Discounts Visualization (2D/3D) Approvals & Governance BOM & ERP Handoff Admin & Design Center
Explore Document Automation →
Complexity Simplified Enterprise-Grade AI & Innovation Workflow Automations Forms Content Manager eSignature
Explore Digital Commerce →
B2B Ecommerce Webshop B2B Mobile App B2B Customer Portal Order Punchout Sales Ordering App
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Document Generation in Salesforce: Everything You Need to Know

Document Generation in Salesforce: Everything You Need to Know

by Erika | Jun 11, 2024 | Product Tips

Sales teams around the world use Salesforce to organize prospect information, communicate with customers, and otherwise streamline the sales process. Some might even say that Salesforce is the “secret weapon” in their selling arsenal. This statement really...
Document Creation Software: Top Tools & Use Cases for 2025

Document Creation Software: Top Tools & Use Cases for 2025

by Erika | Jun 10, 2024 | Digital Transformation, Product Tips

Paperwork is still a daily grind for businesses, from onboarding new employees to tracking customer orders. But what if technology could make managing documents as easy as everything else in our tech-driven lives? Enter Document creation software. This game-changing...
What is Dynamics 365 Finance & Operations?

What is Dynamics 365 Finance & Operations?

by Erika | Jun 4, 2024 | Implementation & Integration

Sales teams are under increasing pressure. New technologies, fierce competition, and consumer needs that change on a dime mean teams constantly have to be on the ball. Pivoting is the new norm, which can be a real head spin if you do it all manually. Imagine having to...
CRM and CPQ: 5 Reasons You Should Be Integrating Them To Lower Costs and Drive Better Efficiencies

CRM and CPQ: 5 Reasons You Should Be Integrating Them To Lower Costs and Drive Better Efficiencies

by Erika | May 22, 2024 | Implementation & Integration

Customer relationship management (CRM) software wears many hats. It allows stakeholders to report on progress and sales staff to nurture leads and close deals. But, like anything, it has its limitations. It’s a useful, unified space for sales staff to unlock customer...
What is CPQ? An Expert Guide (Without the Jargon)

What is CPQ? An Expert Guide (Without the Jargon)

by Erika | May 14, 2024 | Implementation & Integration

There’s a significant amount of non-selling work involved in B2B sales. It sounds counterintuitive, but consider all the administrative tasks and information gathering that impact revenue and reduce the available time you have for engaging with prospects. HubSpot’s...
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