CPQ/Product Bundle

  • Lightning Ready (works with Classic as well).
  • Product Bundling to add multiple products in one click
  • Supports Segmentation, Bulk & Tiered Pricing
  • Guided Selling – See the historical pricing
  • Customized & flexible Quote generation, E-Signature etc. (through PDF Generator)
  • 100% native Salesforce app – further customization possible as per your Business needs
  • Economical & simple as compared to other complex CPQ applications available in the market
  • Salesforce1 version to be available in few weeks
  • Personalize the app for entire org, profiles or even specific users through SFDC security settings
  • Supports multiple-currencies, bulk discount and approval process
  • Enhanced & Powerful Cloning of related lists and child records through iClone
  • Line Item sorting through drag-n-drop
  • Auto expand Bundles

PDF Generator

  • Controlled Page Breaks
  • Fully customizable templates to create professional PDFs without playing with APEX/Visualforce on any SFDC Object
  • Easily merge your Salesforce.com data into PDF
  • Font, Style, Color, Columns to Display, Formula fields, Page size, Display Order, T&C using Rich Text (WYSWIG) editor
  • Preview Quote with Template
  • Dynamic sections, sub-sections and aggregate fields
  • Page navigation, logo, product images
  • Alternate row style
  • E-Signature using Docusign (optional)
  • 100% native Salesforce app

iClone

  • Clone standard and custom records along with any related lists, lookup or master-detail in just 2 clicks!
  • Supports User and Team Member records too
  • Enhanced grid to configure related lists / child objects along with field overrides
  • Default field values can be provided
  • Existing field level security, validation rules, and other work flow rules are honored
  • 100% native Salesforce app