Simple Guided Selling
Supercharge your sales process with fast, accurate (product and option) recommendations based on your customers needs
Up-sell / Down-sell
Recommend suitable alternative products to Up-sell or Down-sell
Cross-sell
Display additional products that could be sold alongside existing quote line items
Simple Product Configurator
Pop-up configurator with product options and predetermined quantities. Take your Opportunity and Quote Line Items to another level!
Guided Product Bundles
Automatically add related products to an opportunity based on the products you’ve selected
Target Discount Total
Revise the opportunity total amount and automatically spread the discount proportionately across the products
Compatible Products
Highlight products that are compatible (or incompatible) with others
Product Locations
Filter products from your selected pricebook based on warehouse or other location
Line Item Price Analysis
View a quick summary of how the total discount has been spread across items
Allowed Quantities
Allowed Quantities allows an administrator to specify the exact quantities of a product that may be selected on a line item (e.g. 10, 20, 30)