Finally, a modern CPQ built for startups and enterprises alike.
Choose offering types such as Subscription, Usage, Onetime, and Minimum commit
Build simple or complex pricing structures with ease and manage them centrally
Changes to the product catalog, pricing rules ensuring sales reps have the most up to date pricing information
Multistep approvals allow businesses to ensure that pricing decisions are consistent across the organization and helps eliminate any user errors
Team-based approvals allow you to set up approval teams like finance or accounting where multiple members can actually approve a quote to help eliminate bottlenecks
Many options for quote items that can be approved on such as contract length, discount amount, country code, et
Several integration options ensure your organization will have accurate data across all of your systems
CRM Integrations like Salesforce or Hubspot allow your sales reps to quickly go from your CRM to quoting interface seamlessly and always have the most up to date information
Docusign integration allows quotes to quickly be sent out to customers with all of your data being up to date and customized with the docusign tags feature
Quote templates allow you to customize what data is being shown on quote presentation such as the billing schedule, product descriptions, and many more
Ability to set the default net terms, as well as customizing what net terms are available for sales users to select
Coming soon: The ability to set customized terms and conditions automatically upon quote creations
The scheduled changes feature allows you to make changes to a quote midterm.
This allows sales users to offer more customization in their quotes. MonetizeNow also syncs all of the subscription start and end dates seamlessly with your CRM systems to make provisioning much easier
Allows your team to create common discounts, promotions, or account-specific discounts to help manage your sales teams discounting
Allows you to create discounts either as a flat amount, or a percentage, and even customize what the name of the discount is for your quote presentation
Allows your sales user to enter what they want the final offering cost to be, and MonetizeNow automatically calculates this as a discount percent to ease the process
Allows sales reps to create rates for specific accounts right in the quoting experience
Custom rates that have been created per account can be reused for future Quotes to save time.
Empower sales to create flexible pricing and automate finance approvals
Fully automated Docusign integration including support for custom tabs and signing order.
Build custom terms and manage approvals of these terms from the Quoting experience
Manage and automate term and conditions to streamline contract management.
Attach MSA/SOW to a quote to present them together with the order form
Pricing breakdown allows you to set the rates your customer will see, and your sales users can customize what they want to show to the customer
Detailed breakdown of the billing schedule eliminates any confusion for your customers of when they owe what