Nextian Sales and Nextian Product Management apps extend the standard Opportunity, Quote and Pricebook functionality with CPQ (Configure, Price, Quote) for cloud, communications and subscription services enabling:
- Support for new, cancel, change, re-term and service request quote line items.
- Analytics & forecasting: revenue, profit & margin impact (new, lost, uptick/downtick, net).
- Quote PDF generation based on user-defined templates (with optional DocuSign integration).
- Automated creation of services and work orders for closed-won quotes (processed later in Nextian Order Management).
| The apps for sales (Nextian Sales and Nextian Product Management) are very much intertwined as far as their inner functionality is concerned, however they have different navigation (menus, home pages) as product managers and sales teams look at data differently. |
