Configit Quote Review

Configure-Price-Quote Solution For SAP Users

One of the most powerful features offered by Configit Quote is its seamless integration with SAP. SAP has a product called SAP VC or SAP Variant Configuration which is used by organizations to come up with accurate and complete configurations and prices for their highly customizable and complex products. Therefore, the configuration rules and pricing data in SAP VC are extremely valuable when it comes to preparing quotes for configure-to-order products.

With such integration, organizations and their sales representatives will be able to instantly access and use the configuration rules and pricing data they have in SAP VC as they create quotes for their products or services. Configit Quote has the capability to extract data from SAP system and enables users to utilize this data as it is, eliminating the likelihood of errors. The integration also permits users to keep all their configuration rules and pricing data in one place, and distribute them to sales representatives, dealers, resellers, distributors, or customers. Here, they no longer need to maintain data between multiple systems, a process which is expensive, time-consuming, and often leads to inaccurate quotes.

Extract Data From SAP And Use It In Salesforce

Once data is extracted from SAP system, sales representatives can use it in their existing CRM system such as Salesforce. Thus, they will be able to create quotes directly from Salesforce, and at the same time, access the latest configuration rules and logic, and pricing data they have in SAP VC. After they’re done preparing quotes for their configured products in Salesforce, Configit Quote permits them to upload the quotes back to SAP VC where they can now be processed into orders. This speeds up and increases the accuracy of the quote-to-order process, as users don’t have to rewrite their configurations and pricing definitions anymore.

Workflow Approval System

Configit Quote is also built with a CPQ workflow approval system which helps sales managers ensure that their profit margins are safeguarded and that certain technical or engineering requirements are met. The system works by letting them create rules for quotes that require discount limits or special technical or engineering requirements. Thus, as sales representatives prepare quotes, these rules are automatically triggered whenever the quotes they created need an approval.

For instance, when an approval rule defines a discount limit and the sales representative creates a quote wherein the discount is too high, the system shows that an approval is required for such quote. The sales representative then has the option to either change the quote to satisfy the approval rule or make an approval request.

Full Mobility With Cloud-Based And Offline Quoting

Configit Quote provides sales representatives with full mobility as they create quotes. This is because the CPQ software offers both cloud-based and offline quoting capabilities. This means they will be able to create quotes using data from SAP at any time, in any place, and regardless of whether or not they have access to the Internet. So when there are changes to existing price lists or product lines, sales representative can access the latest published data immediately. Also, having the capability to prepare quotes in the cloud reduces IT costs, as users don’t have to buy and manage an infrastructure.

In addition, Configit Quote has an automatic syncing feature. With this feature, the quotes that are created offline are automatically synchronized with the most recent data in SAP, and changes to product packages are pulled down to the client software when users are back online. This way, they are ensured that they are able to access the latest data and updates, eliminating delays and disruptions in the quoting process.