When you want to address issues related to configuration and quoting in the most efficient manner, it is time to use a CPQ software. Handling complex quoting requirements is no easy task but you can simplify it with the help of this software tool. It helps to speed up the process of creating complex quotes and orders.

Following are the factors that you need to keep in mind when buying this Sales quoting software :

Can you Use it from any Location?
Sales reps are always on the move; they spend most of their working time going from one client location to another. In such circumstances, it is advised to choose a Configure price quote software that operates on mobile devices including smartphones and tablets. Mobile solutions allow the workforce to access the software on the go. So whether your sales rep is at client’s location, on the road or any other remote place, he can conveniently use the software on his internet enabled mobile phones.

Can you Use it Offline?
Internet connectivity in mobile devices is a major issue.  Slow Wi-Fi speeds and poor signal strengths are common complaints among users of smartphones and tablets. In such a case, mobile phones with weak Wi-Fi signals are of no use for creating and managing quotes. So choose a vendor that offers Configure price quote solution with offline capabilities. This means even without an Internet connection, you can configure the quote successfully, although you may not able to send it to the customers. So you are no longer dependent on Internet reliability for quote creation.

Does your Existing Software Connect with CPQ?

Most organizations use a CRM tool to keep a track of conversations with leads, opportunities and existing customers. Connecting it with your CPQ tool will allow you to transfer your sales data (quote) into CRM with a click of a mouse. This can help you to anticipate sales and revenue as well as profit potential.