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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.

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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.

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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.

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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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From Bottlenecks to Breakthroughs: How Automation Transforms Insurance Document Workflows

From Bottlenecks to Breakthroughs: How Automation Transforms Insurance Document Workflows

by Erika | Sep 8, 2025 | Product Tips

For decades, insurance has been an industry of heavy paperwork. From policy issuance to claims processing, many organizations still rely on outdated, manual workflows to create, review, and route documents. The result? Bottlenecks that slow operations, frustrate...
6 Benefits of Document Automation That Enterprises Can’t Afford to Ignore

6 Benefits of Document Automation That Enterprises Can’t Afford to Ignore

by Erika | Aug 22, 2025 | Product Tips

In today’s fast-paced business environment, enterprise companies manage an overwhelming volume of documents, from contracts and compliance forms to customer communications and internal reports. Picture this: your team is chasing down the latest version of a contract,...
Document Generation in Salesforce: When Native Tools Fall Short (And What to Use Instead)

Document Generation in Salesforce: When Native Tools Fall Short (And What to Use Instead)

by Erika | Jul 16, 2025 | Product Tips

If you’ve ever tried to generate professional documents directly from Salesforce, you know the frustration. What should be a simple process, such as pulling data from Salesforce to create quotes, contracts, proposals, or reports, becomes a maze of workarounds, manual...
Enterprise Grade Document Automation: The Complete Guide

Enterprise Grade Document Automation: The Complete Guide

by Erika | Jun 18, 2025 | Product Tips

For enterprise organizations, where thousands of documents are created, reviewed, signed, delivered, and stored daily, the inefficiencies of manual processes can be costly and time-consuming. Enterprises are also under increasing pressure to boost productivity,...
Legacy CCM Costs Too Much. Here’s What Top Enterprises Use Instead

Legacy CCM Costs Too Much. Here’s What Top Enterprises Use Instead

by Erika | Jun 11, 2025 | Product Tips

CCM solutions are bleeding your P&L dry—about $83K every single month—and no, your CFO hasn’t read the fine print. Your business already eats rent, payroll, and a dozen SaaS fees; why bankroll software that still needs a PhD in COBOL just to stay online? Customer...
Healthcare Document Automation Is the Cure for Paperwork Burnout

Healthcare Document Automation Is the Cure for Paperwork Burnout

by Erika | Apr 14, 2025 | Product Tips

Healthcare document automation isn’t a nice-to-have. It’s the difference between earning patient trust—or losing it for good. Every manual touchpoint, every outdated form, every “we’ll get back to you” delay quietly chips away at credibility. Here’s the kicker: most...
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