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Simplify and accelerate sales with servicePath Let's Talk

QUOTE SMARTER, FASTER AND MORE PROFITABLY

BETTER MARGINS

Financial transparency puts an end to rogue discounting. Automation eliminates costly configuration errors.

FASTER SALES

Wizard guided solution configuration means quotes in hours not days.

LESS RISK

Latest legal language, pricing, costs and technology components automatically pulled into quotes.

IMPROVED EXPERIENCE

Full visibility into past purchases, renewal dates and requirements means sales teams are more responsive to customers.

Features

The ServicePath platform is designed specifically to make complex quoting simple. Built from the ground-up by a team of technology veterans who survived quoting-byspreadsheets, the platform has the features enterprises need.

Deal Dashboards

Automated workflows

Quote Templates

Self-serve product and service configurator

CRM Integration

Document repository

More than CPQ

ServicePath offers more than your standard CPQ solution. Track and manage client contracts, configurations and renewals all in one place. No more thumbing through filing cabinets looking for old quotes.

Detailed cost to service modeling

Business modeling for new product introduction

Solution-first methodology for quoting

Guided configurations and selling

Automated Workflows

ServicePath’s automated workflows accelerate quoting and ensure the proper processes are followed every time. Eliminate time-consuming back-and-forth communications by ensuring the right information is delivered to the right person.

Wizards help sales capture all customer requirements accurately

Approval rules ensure only those quotes that fall outside the norm are routed for further review

Product change requests routed to appropriate engineer for fast action

Alerts and escalations based on business events or timelines

Powerful Quote Engine

With just a click of a button, ServicePath’s powerful quote engine merges product information, pricing, customer requirements and other relevant content into a professional proposal document.

Templates ensure professional quotes that are consistent with corporate brand

Multi-currency capabilities

Self-serve pricing configurator allows for different pricing models (cost plus, territory pricing, usage, etc)

Images, diagrams, drawings, spec sheets and other supporting materials automatically included with quote

Reporting

The key to making sound business decisions is having clear, accurate and up-to-date information on all your pending deals. With ServicePath, get a 360° view of financial details including revenue and margin for any quote at any time. Quickly see the operational impact of all deals in your pipeline.

Detailed dashboards provide a complete financial view of each deal

High level reports for Sales overview

Monitor Sales efficiency in real-time

Dashboards and reports built on industry best-practices

Administration and Security

ServicePath is managed through configuration – no developers are required. Everything from workflows to product catalogs to pricing models can be maintained through easyto-use administration menus.

Intuitive screens for system configuration

CRM and ERP integration

User and role based security

Complete audit log

It’s time to adopt a CPQ platform that is faster, more secure and provides the financial visibility you need. See what servicePath can do for your organization.

LET’S TALK
ANNOUCEMENTS
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sales@servicepath.co

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  • Home
  • Why ServicePath
    • Fix Failed CPQ
    • Digital Transformation
    • Optimizing After Acquisitions
    • The Rapid Rate of Change
  • Products
  • Integrations
    • CRM Integrations
      • Salesforce CRM Integration
      • Dynamics CRM Integration
      • NetSuite CRM Integration
    • API, Webhooks, Parsers, and Data Provider Integrations
  • Industries
    • Managed Service Providers
    • Systems Integrators
    • Software and Technology Companies
  • Clients
  • About
    • Origin Story
    • Leadership Team
  • Resources
    • What is CPQ or Configure Price Quote?
    • The Quote-to-Cash Process
    • Blog
    • News
    • Case Studies
    • Latest Episodes from revCast
    • CPQ Vendors Matrix
    • CPQ Solutions Study
    • Your Alternative to Salesforce CPQ
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