CPQ & Sales
Accelerate Your Sales
Quickly create accurate quotes for complex new products and changes, increase sales velocity, and improve sales forecasting accuracy.
10-20%
Sales Productivity Increase
30-50%
Error-Rate Reduction
2-5%
Profit Margin Improvement
20-40%
Faster Change (MACD) and Vendor Quoting
Quickly Generate Accurate Sales Quotes
Quote complex products and services with a CPQ (Configure, Price, Quote) solution designed for cloud and communications providers.
- Quote subscription services, traditional products, bundles, and add-ons – all with recurring, one-time and usage-based charges
- Automatically calculate product pricing based on contract terms, bundles, renewal types, and other configurable criteria
- Easily apply markups and discounts with real-time margin visibility
- Streamline the approval process with configurable manual and automated quote approvals
Provide Your Customers with a Consistent Sales Experience
Shorten sales cycles and eliminate errors with automated paperwork generation, electronic signatures, and touchless order creation.
- Instantly generate quotes in PDF format using fully customizable templates – including styles, graphics, logos, and signature sections
- Send quotes to customers via email or electronic signature platforms such as DocuSign and other supported providers
- Easily include additional attachments — such as contracts, terms and conditions, and deal-specific documents — in the customer paperwork
- Automatically create orders from customer-signed quotes to ensure a 100% match between quotes and orders
Streamline Your Service Lifecycle Management
Easily quote changes to existing services with real-time visibility into revenue and profit impact.
- Create quotes and generate paperwork for service changes, replacements, re-terms, re-rates, cancellations, and other line items
- Mix multiple line item types — for example, two new products, a change, and a cancellation — within a single quote
- Automatically calculate net revenue and profit impact for complex, multi-line, multi-type quotes to support accurate revenue forecasting
- Maintain a uniform quote-to-order process regardless of quoted item types
Simplify Third-Party Sourcing and Pricing
Quote dynamically priced products from third-party vendors and marketplaces — all seamlessly integrated with your CPQ process.
- Configure dynamic products directly in the product catalog
- Source pricing and availability from multiple quoting engines and vendors
- Follow the same quote-to-cash process as standard products from CPQ through ordering to billing
- Automate fulfillment with vendor-specific delivery workflows
Ensure Sales Forecast Accuracy
Stay ahead in forecasting with advanced metrics that go beyond new sales.
- Analyze the full financial impact of each quote and opportunity — including new, lost, uptick/downtick, and net revenue, profit, margin, and total contract value
- Automatically identify recurring and one-time new sales/logos, cross-sell and upsell amounts
- Forecast revenue, profit, and contract values across all opportunities and quotes in the sales funnel
- Keep forecasts accurate by excluding redundant quote versions
CPQ & Sales Highlights
Product Catalog
- Subscriptions, widgets, and add-ons
- Product bundles
- Location-based products and services
- Single- and multiple-quantity products
- Dynamic pricing from third parties
- Fixed and usage-based products
- Contract terms and renewals
Pricing & Sourcing
- Recurring, one-time, and usage-based charges
- Term- and renewal-based pricing
- Dynamic pricing from external sources
- New services, cancellations, changes, re-terms, re-rates, and service requests priced from the product catalog
Quoting
- Various line-item types within a single quote
- Multiple quote variants on a single opportunity
- Reseller tracking
- Automated and manual approval processes
Markups & Discounts
- Markups and discounts
- Percentages or dollar amounts
- Applicable to one-time, recurring and usage charges
- Automated financial impact calculations
- Discount approval process
Documents & Signatures
- Quote PDF generation
- Fully customizable paperwork templates
- Document versioning
- Distribution via email and electronic signature platforms
Analytics & Forecasting
- Automated financial metrics
- Net revenue, profit and margin, and contract values
- Quote approval rules based on the financial metrics
- Enhanced sales funnel including the financial metrics
Nextian Quote‑to‑Cash
for Cloud and Communications
Discover how we can help you increase sales velocity and drive revenue
Let’s get started.
