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.
QUOTE SMARTER, FASTER AND MORE PROFITABLY
Features
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.
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