Compelling quotes for complex products at your finger tips
Tacton’s quoting delivers exactly the right content to your sales channels at the right time. All the key information you need to put together a quote – up-to-date product data, customer data, pricing, any drawings or specs – are retrieved automatically and made immediately available for quoting. Simply click a button to create the sales quote.
So, let the quote assemble itself while your salespeople work with your customers. Quoting has never been this easy.
Winning sales quotes in less time
With Tacton's quoting capabilities, you can generate a sales quote in a matter of minutes. At the click of a button, content is automatically assembled and visualized in a proposal. And because Tacton CPQ is mobile enabled, sales reps can prepare their sales quotes on the spot when meeting a customer and get approvals right on their cell phones.
With Tacton you can slash days off the sales cycle, leaving more time to fully focus on your customers.
Correct content, every time
Tacton's document generation ensures that the right content is added in the designated place at the right time. The quote is connected to all applicable content sources and the product configuration. Based on your customer's preferences and the product configuration, perfect proposal documents are automatically built.
When content is updated, the document creation will work with the updated data. Never maintain content in multiple locations again.
Ensure consistency and compliance
Use templates with your company's approved branding to ensure a consistent message and produce professional-looking documents, regardless of channel. Depending on your company’s policies, you can allow sales reps to customize parts of the sales quote for a more personal touch.
When you use marketing-approved layouts and disclaimers in your quotes, you ensure that the sales reps follow your brand and legal standards. And you inspire confidence in your customers.
Generate and manage quotes
- Use full revision history so users can track, browse and re-use quotations
- Work with several open quotes in parallel
- Support collaborative selling with role-based user capabilities
- Create "rich” proposals using state-of-the-art document generation
- Generate and include 3D-drawings via direct links to CAD
- Gain a workflow for the entire quotation lifecycle
- Maintain customer information directly in Tacton, or through CRM integration
- Create proposal documents in any language
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CPQ Pricing Products
Tacton Extension for Salesforce CPQ
Tacton Extension for Salesforce CPQ complements Salesforce CPQ with powerful services so that your sales team can configure products and produce high-quality sales quotes including technical documentation, 3D drawings, pricing and bills of materials – all from within the familiar environment of Salesforce.
Tacton CPQ enables your channels to quote more accurately, close deals faster, and speed time to delivery. No matter how complex your products or business, you can make it easy for customers to buy exactly what they want – from you.
Watch Quoting in Action
We can include tailored drawings and illustrations and everything is gathered automatically by the configurator. I feel that our sales people are now proud when sending out the quotations. The feedback from our customer base is very good and we are much more professional in the eyes of our customers.
The beauty of the Tacton Configurator is that it will guide the sales rep through the sale and get the configuration of the product and quotation correct each time. It now takes us only five minutes to generate a complete budget offer including pricing.
We are the only company in the marine business who can produce a quote for a complete shaft arrangement including pricing within a couple of hours. This has been key to our success.