0
2.2.4
Australia, Zurich
Standalone Application
The Quote Experience application provides a modern quoting experience embedded in your CRM that enables sellers to create, update, and manage quotes end-to-end using scalable microservices and built-in sales capabilities.
Unified Quote Creation
- Create and manage all quotes in a single, streamlined experience across products and services.
High-Performance Quote Engine
- Handle large, complex quotes with fast load times and responsive interactions.
Flexible Configuration
- Support complex product configurations, bundles, and pricing rules with ease.
Real-Time Pricing & Calculations
- Instantly update pricing, discounts, and totals as changes are made.
Subscription Management
- Configure, price, and manage subscription-based products with support for recurring charges, contract terms, renewals, and subscription lifecycle changes.
Intelligent Line Management
- Easily add, edit, and reorder line items for better organization and clarity.
Advanced Approvals Workflow
- Built-in approval routing with configurable rules for pricing, discounts, and exceptions.
PDF Document Generation
- Generate PDF documents from a quote using a user-selected, pre-defined template
Flexible Layout Editor
- Design and customize quote layouts with a drag‑and‑drop, no‑code experience—supporting dynamic fields, role-based views, and lifecycle-based layouts.
Audit Trail & Compliance
- History tracking of quote changes to support governance and compliance (e.g., SOX).
Seamless CRM & ERP Integration
- Integrates with enterprise systems like CRM, billing, and order management.
Scalable Architecture
- Built to support enterprise-scale quoting needs with reliability and extensibility.
- Subscriptions: Enable recurring revenue business models by configuring, pricing, and managing subscription products directly within the quoting experience.
- Simplified Pricing Integration and Automatic Repricing: Streamline pricing setup with built-in pricing integration and enhanced automatic quote repricing.
Not applicable for this application version.
Quote Management Data Model(com.sn_l2c_quote_mgmt_data_model)
Web Embeddables (com.glide.ux.embeddables, app-embeddables-core)
CPQ Transaction(sn-cpq-transaction)
CPQ Integration(sn-cpq-intg)
Lead to cash core (sn-l2c-core)