Why Axolt CPQ?
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Why Axolt CPQ?
Axolt CPQ contains the out of the box functionality like Product Configurator, Quote Console, calculate profit and loss, Quote, Contracts signing process with the DocuSign, Orders, Invoices, payments from Authorize.net and PayPal, Supporting BOMs, Product/Service Sell, discount calculation, auto tax calculation and many more.
- Getting started with Axolt CPQ
- Guideline for basic setup to run the CPQ flows
- Organization Account, their Contact, Address, and their related records setup –
- Customer accounts their Contact, Address setup.
- Credentials Setup
- Payments
- Product Configuration
- Price Books
- Tier Discount Allocation
- Cost card
- Features
- Options
- Rules
- Inventory/Stock
- Product/Service Sale
- Supporting BOMs
- Creation of Quotes using ‘Quote Console’
- Calculate P&L
- Add/Edit Products
- Site Implantation(multiple/Single)
- Send the Quotes for Manager Approval
- Send the Quotes to the Customer to sign the Contracts using DocuSign
- Convert the Quote into an Order using the ‘Convert to Order’ button.
- Sync Quote and Orders records before Order activation.
- Create Orders from EPoS.
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