Architecture

Feature Details
SaaS WebSource CPQ runs in the cloud. Our datacenter is infinitely scalable. You can start using it immediately. No software to download or install, no hardware to purchase.
No programming or web design expertise needed No IT expertise is required to deploy CPQ. Whether you are uploading product data from Excel, defining workflow rules with point and click setup, or designing product catalog pages with drag and drop layout, all you need is a browser.
Data maintenance via point and click setup, Web Services API or via Excel Uploads Your products, pricing, customer and other data can be maintained via a built in web based point and click setup, Excel Uploads, or Web Services API.
Single Sign-On WebSource CPQ offers complete flexibility in access control. You can allow anybody to access WebSource CPQ without authentication if desired; you can force users to log in every time; you can allow CPQ to remember users login credentials; you can use single sign-on feature to allow access to users who already logged into one of your other applications, such as partner portal or CRM for example.
Point and click integration with leading CRM Systems Integration is done without any third party middleware applications and without any programming. Simply select any CPQ and any CRM field that need to be mapped.
PDA Approvals Ability for your executives to approve quotes from their PDAs without having to log into the application
Off-line Capability Ability to install an offline client and run the application on your laptop when not able to connect to the Internet
Data Security All date is stored behind a firewall. Data is accessed over a secure connection. Data backup is done by using SecureZip to encryption. Security architecture details can be shared after executing the NDA
Disaster Recovery Data Recovery process can be shared after executing the NDA
Scalability Unlimited scalability through load balancing and load sharing

Quotes and Proposals

Feature Details
Automated Quote Creation Just a click of a button merges customer info, product data, pricing, and other content, including images, diagrams, drawings, charts, spec sheets, case studies, and in seconds creates a professional looking quote or proposal document.
Rich Content and Flexible Templates Quote and Proposal content, branding and formatting is maintained with the easy to use and familiar tools, like Word, Excel, image files, etc.
Partner Branding WebSource CPQ Proposal Generator will allow your partners to create quotes on their own letterhead.
Permission Control WebSource CPQ allows the ability to control level of access to any field, such as internal vs. external quote comments, gross margins, costs, etc.
Quote Audit Trail Ability to easily view quote history including who did what and when.
Unlimited Custom Fields and Tabs Organize and capture all necessary information needed for quote creation or for quote tracking, such as capturing your prospects industry, company size, etc.
Side by Side Revision comparison Complex quotes often go through many revisions. WebSource quote software capabilities allow precise tracking of revisions, pinpointing the differences between all quote revisions. Any revision can be marked as primary.
Quote sharing and Collaboration If your quotes require collaboration between different users, you can specify who is allowed to view or change which information based on their role within the organization. You can set up these permissions based on any criteria, such as user type, territory, industry, customer, etc.
Automated and streamlined approvals Pricing concessions are either automatically granted, or if they violate your margin or other rules, they are automatically routed for approvals.
One click conversion to order Once you have negotiated the terms of sale, just clicking a button will convert your quote to an order. The order will follow your WebSource order workflow as well as stream all the relevant order data to your ERP or financial system.
Ability to import legacy quotes Since your quotes predate your WebSource CPQ quoting implementation, you can simply import all your legacy quotes. Those quotes will be available to our quote search engine for you to find, analyze, or copy them in order to create a similar new quote.
Extensive search capabilities across existing quotes and orders You can find any quote, based on any data, such as status, customer info, postal code, part number, product characteristic, etc. This is often done in order to find a similar quote in order to copy it, or to analyze historical discounts, reasons for wins/losses, etc.
Support for complex pricing and discounting rules CPQ pricing engine supports virtually every pricing scenario, including complex mathematical formulas with external data calls, such as interest rates, commodity prices, etc.
Flexible output document format, PDF, Excel, Word Users can be allowed to create non-editable PDF documents, or editable quotes in Word or Excel.
Unlimited Attachments Ability to upload external files and associated them with each quote, such as customer RFQ, spec document, etc.

Catalog and Product Information Management (PIM)

Feature Details
Unlimited products and product categories You can upload or define unlimited number of product categories, sub categories, which can contain an unlimited number of products.
Unlimited product category hierarchy Even if you sell 1000s of products within hundreds of categories, you can set it all up or simply upload from another system, preserving your desired product category hierarchy.
Unlimited product attributes Each product can have unlimited amount of data associated with it, such as size, color, dimensions, features, etc..
Unlimited pictures, drawings, and multimedia files Each product can be associated with unlimited number of pictures, drawings, multimedia files.
Product specific UI Different products or different types of products can have different look within the same catalog. Even the same product can look completely differently to different types of users. Your services, for example, can display completely different information in a different way than your software or your hardware. Each product can have their own display template, or groups of products can also share display templates.
Side by side product comparison Users will easily be able to decide between similar products using our side by side product comparison.
Effectivity Dates Launching or sun-setting products or individual product features is easy with Effectivity Dates. These products or features will automatically appear or be removed from your product catalog.
Extensive Product Search Capabilities CPQ Product Catalog and Product configurator ensures that all your users will be able to always find the right product, whether they search using part numbers, descriptions, or product characteristics, such as height, weight, color, or any other relevant product data
Maintenance via Import/Export or Web Service API Ability to create unlimited amount of lookup tables of any size makes your product data maintenance a breeze. You can define or maintain these tables via point and click, Excel export/import or Web Services API from your other systems.

Configurator

Feature Details
Customizable UI Ability to use any number of attributes in any way, order, layout, in any number of tabs, with any type of graphical element, such as radio button, dropdown, image, free input, validated input, list box, checkbox, tab, etc. Most importantly, no coding or HTML knowledge is required to set up WebSource CPQ Product Configurator.
Flexible and Powerful Rules Configurator rules can be triggered by anything, including user input, user characteristics, mathematical computations, Boolean logic, text manipulation, etc. Rules can result in automatic inclusions, exclusions, computations or suggestions/recommendations.
Support for any level of complexity WebSource Configurator equally supports simple products, which are customized through only a couple of choices, such as size and color, as well as the most complex products, which may require 100s of questions to be specified.
Support for Incomplete Configurations Often, the most complex products cannot be completed in one sitting. WebSource Product Configuration can allow your users to save incomplete configurations in order to continue and complete them in the future. The workflow engine, however, can prevent incomplete configurations from being quoted or ordered.
Real time rule execution with every click A user is never offered an invalid choice or an incorrect price. Configurator rules are run with every click insuring a user always sees relevant choices and up-to-date prices.
Visual Display for Complex Rules Even the most complicated configuration rules can easily be understood through graphical rule visualization.
Support for extensive mathematical computations Whether they are needed for product sizing, resource requirements, or pricing, WebSource CPQ configurator supports virtually all mathematical computations.
Immediate price refresh with every choice In addition to showing the exact configuration price with every click, configurator also shows pricing implications of your next choice before it is even made.
Standard and Contextual Defaults Configurator selections can be defaulted based on the most common options, and/or contextually based on user characteristics or previously made selections. Defaulting selections will minimize clicks and time needed to configure a product.
Support for Pre-Configured offerings Ability to package most common combinations of options into preconfigured offerings or bundles which can be ordered or quoted with one click.
Unlimited part numbers WebSource CPQ supports anything from no part numbers at all to absolutely unlimited number of part numbers.
Mass or single part number validation and reverse configuration WebSource CPQ configurator has the ability to validate any part number even if you have billions of part numbers and use intelligent part number schemes. Unlike other configurators WebSource CPQ configuration engine can validate a part number if that part number has never been built or configured before and reverse configure it, translating that part number characters/digits into product characteristics
Support for any part-numbering scheme such as intelligent or serialized part numbers Whether you use intelligent part numbers, serial numbers, nested serial sequences, or intelligent serial numbers, WebSource CPQ product configurator will support your part numbering scheme.
Automated competitive cross reference You can paste your competitor’s part number and WebSource CPQ can automatically suggest your equivalent products based on rules for exact match, near match, or identify that you do not have a matching product.

Order Management

Feature Details
Support for B2B and B2C through B2C principles Workflow can be significantly different for different types of users. While your sales people or distributors can request pricing concessions, payment term concessions, etc. your web customer could be restricted to only select products and check out. Most importantly, WebSource CPQ applies all of the B2C ease of use principles regardless if your business is B2C or B2B.
Deployed Stand alone and imbedded WebSource CPQ order management provides a single order entry point for all your constituencies, inside sales, field sales, distributors, partners, customers, etc. WebSource CPQ can be deployed stand alone as well as imbedded in your partner portal, customer portal, CRM, web site, etc., all at the same time.
Unlimited pricing schemes and price lists WebSource CPQ supports market based pricing, currency conversions, contract pricing, one time or recurring fees, purchases or leases, etc.
Promotions and special offers Ability to easily set up promos and special pricing via simple point and click setup, or Excel upload. WebSource CPQ order management functionality allows total control over offer availability rules, such as start and expiration date, minimum quantity requirements, minimum order size requirements, user type, market, etc.
Automated Cross-sell/up-sell offers WebSource order management capabilities will enable you to increase order size by automating recommendations of premium products, or offering incentives for increased quantities. You can also suggest related products, accessories, services, bundles, all in order to maximize revenue for each order.
Extensive Search capabilities across historical order data You can find any historical order, including any revision of any order, which can be used for clarification purposes, or as a starting point for a new order.

Workflow

Feature Details
Support for any workflow requirements WebSource CPQ supports workflows which can vary from user to user. You can define unlimited number of stages or statuses, unlimited notifications, field level permissions, etc.
Point and click setup Regardless of the complexity, a workflow is defined using point and click setup
Support for complex permission rules and notifications Your Quote-to-Order process can consist of numerous statuses that a quote has to go through. You control who can do what at each stage, who must do what at each stage, and who gets notified at each stage. Automated notifications can be set up to send context specific emails and attachments, even to non CPQ users.
Unlimited user types with different permissions You can define an unlimited types of users, from an anonymous web user, registered customers, agents, distributors, resellers, reps, inside sales, engineers, operations, approvers, etc. all with specific rights and permissions.
Control through API You can create a quote, place an order, or perform any other action through WebServices API, allowing full automation without human intervention. For example, your ERP system can change a status of an Order from Placed to Shipped, which can automatically trigger an email notification to be sent.

Personalization and Localization

Feature Details
Branding through CSS Ability to control over 100 design details by uploading your style sheet (CSS).
Branding through XSLT Ability to use completely custom XSLTs to present a totally different UI to different users
Unlimited Custom Application Labels per Language In addition to supporting labels in different languages, each label can use different nomenclature even in the same langue for different types of users. For example, a label price can be called Price for one user type using one dictionary, Amount for another user type, Rate for another and Your Cost yet for another. Dictionaries inherit labels form each other, so there is no need to redefine every label for different constituencies, only the exceptions.
Content in Multiple Languages While your product data, pricing, and rules are maintained only once, what’s presented to users can be in multiple languages.
Multiple Currencies Administrator defines currencies and which users have access to which currencies. Those that can use different currencies can select their defaults, but also change a currency for each quote or shopping cart.
Date format Users can set their own preferred date format (mm/dd/yy or dd/mm/yy)
Personalized Catalog View Each user can select their own (if allowed) catalog vie.
Application Level and User Level Defaults While administrator can determine search and filtering defaults, each user can set up their own preferences.