
Configure
Custom quotes, product catalogs, pricing flexibility, discounts, visual configurations.
Custom quotes, product catalogs, pricing flexibility, discounts, visual configurations.
Opportunity & pipeline, task/activity, territory & quota, quote & order, marketing campaigns, customer contracts & cases.
Approval workflow, personalized emails, scheduling, lead scoring, quotes & order, renewals, document generation
Accelerate your product configuration process and reduce the risk of inaccurate quotes from manual entries with automated quotation. Improve your relationships with customers while providing them with a positive buying experience.
CPQ / SPQ
In a single click, instantly generate personalized quotes and strategic upsell/cross-sell opportunities that help you increase and close your deals faster
Quickly and easily craft tailored product configurations that perfectly meet your customers' needs. With our expansive custom field options, you can add the ideal mix of attributes to each product-from keyword tags to unique ID numbers!
Make every moment count with the flexibility to access, review, and send quotes on any device at any time
Get a clear picture of how your business is performing in real time with detailed reports and insights on everything from conversions to revenue, day-over-day comparisons, and more.
SAASTEPS automatically generates discount policies for you that take into account your product catalog as well as any special offers or promotions.
POPULAR FEATURES