Tacton CPQ Quote, Document and Order Generation
Increase your win rates with rich, accurate and branded quote documents. Empower your sales reps to generate quotes of complex capital equipment and services. With a click of a button. Without requiring technical or sales engineering knowledge.
Your quoting challenges
Compelling and accurate quotes are essential to win B2B deals. For every customer inquiry or requirement change, quote revisions need to be presented fast, to keep your prospect from turning to your competitors. If offering and pricing are inaccurate or inconsistent across quote revisions, customer’s trust will be lost.
As your products become more individualized and undergo changes, manual quoting becomes cumbersome, slow and prone to errors. How many times did your sales reps copy old quotes to new customers, including faulty outdated product features and prices? How many times did your prospect walk away because your sales engineering department was slow to generate a solution and cost estimate?
Leave the era of manual quoting behind with Tacton CPQ’s automated quoting solutions.
How Tacton CPQ Quote, Document and Order Generation helps manufacturing companies
Data-driven documents means accuracy
Any data created by the configuration, pricing or CPQ platform, can be leveraged in the quote content to ensure the best results. Since that data has been validated with Tacton CPQ’s configure-to-order constraints and pricing rules, quote accuracy will be safeguarded. Your quotes will always contain your latest and greatest product options and prices, in addition to the correct legal terms. With data-driven documents you will sell with certainty and quote with confidence. First time right – every time.
Fast quoting without technical support
With one-click generation, your sales reps can create accurate quotes any time in the sales process – without the involvement of technical support. Minutes after your customer’s inquiry or requirement change, she will have a new quote in her inbox, effectively warding off competitors from your deal.
Effortless quoting means more quotes per sales rep, increasing revenue for your company.
Rich in detail – early in the sales process
Since Tacton configuration always presents a full technical solution, the offering in the quote is detailed and rich, down to customer requirements and sales Bill-of-material items. With full price adjustments and discounts, customer net prices can be shown early in the sales process, avoiding surprises down the road. Rich quote data means more informed investment decisions by the customer – earlier in the deal. This will close more deals faster.
With Tacton CPQ options you can further enrich your quotes with product visualizations and CAD drawings.
Branding and document layout
Since Tacton CPQ document templates are built in Microsoft Office-programs you can leverage all the branding and layout capabilities they offer, including fonts, styling, graphics, tables, document structure, table of contents and more. First impressions last – make sure you are on brand in every quote.
Use it for more than quotes
Leverage CPQ’s transactional data for other sales–supporting document types, such as tech specs, operation manuals, contracts, safety instructions, pricing reports and more. With support for Word, Excel and PDFs, only your imagination sets the limits on how to use our document solutions.
Flexible to win more deals
Although Tacton CPQ strengthens a consistent quoting process in your sales organization, it also allows sales reps to adjust quotes according to the situation at hand. For instance, sales reps can decide on what quote chapters to include or exclude for any given revision. Or you can open up for a sales rep to add their own material into the quote.
Share quotes and collaborate with customer
Stop getting lost in endless email threads and use Tacton Proposal Collaboration to share quote revisions with customers – including 2D and 3D drawings. With quote collaboration, all the deals’ quote revisions are collected in one place for your customer’s procurement team, whose members can then login, respond, comment and even upload their own documents as input in the deal. Stay structured and make the buying process simpler for your customer with Tacton Proposal Collaboration.
All sales channels supported
Leverage the power of Tacton CPQ Quote and Document Generation in all sales channels, including Direct Sales, Resellers and Customer self-service. This will radically increase your quoting volumes and boost your order influx. If you have resellers in your CPQ, each reseller can have its own quote structure and branding.
Project sales collaboration
Large deals are a team effort. With powerful CPQ collaboration tools, including comments, concurrent editing, dashboards and notifications, your sales projects will run efficient and smooth.
Order Decomposition, Segmentation and Split Runs
Order decomposition transforms a customer’s order into smaller, manageable tasks to ensure smooth order fulfillment and delivery. Suborders can for instance be spread out over time to mitigate risk, increase customer satisfaction or optimize production resources. Sometimes an order needs to be decomposed since there are multiple ERPs involved for different parts of the same order, e.g. product and services. Tacton CPQ is able to decompose orders in various ways to support your order processes, before and during the order fulfillment process.
Experience Tacton CPQ Quote and Order in action
Our product experts show Tacton CPQ’s document and ordering capabilities and explain how they create value for B2B Manufacturing companies.
The results of Tacton CPQ*
*Data from manufacturers using Tacton CPQ
Manufacturers across the globe trust Tacton
“Tacton will really help customers improve their bottom line”
“Working with Tacton CPQ was actually a very important thing in our digital journey”
“Tacton CPQ helps us so much to reduce the stress of the company and helps us definitely to have a growing perspective for the future.”
Ready to Get Started?
Our CPQ Quote Generation Software Features
Flexible document design
Configure every aspect of the quote generated by Tacton CPQ. Add details, import your logos, and create designs to fit your branding – all in an easy-to-use interface.
Powerful document generator
Tacton CQP gives you access to every product information, including pricing, bill of materials, discounts, and requirements. This enables teams to enrich their quotes with detailed data, impressing clients and increasing the likelihood of closing the deal.
One-click quote generation
Create and change quotes quickly with just a few clicks, even without any technical expertise.
Export to any file format
Tacton CPQ supports multiple file formats, including Word, Excel, and PDFs. Then, share it easily with clients using the platform’s powerful sharing and collaboration features.
Client collaboration features
Enhance your quotes and collaboration between clients and sales teams by establishing a centralized location for all documents. This approach allows everyone involved to add, edit, and approve quotations in one place, providing comprehensive visibility into the status of all your proposals.
Access anywhere
Tacton CPQ is cloud-based, so your staff can access it anytime and anywhere, providing tremendous flexibility and versatility.
CPQ Quote Generation for Every Industry
Heavy Vehicles
Selling heavy vehicles can be complicated, thanks to strict regulations, safety standards, and various configurable options. This can slow down the sales process considerably. CPQ process can speed this up by providing pricing and quotations quickly and dynamically, leading to faster and more closed sales. Find out more on CPQ software for heavy vehicle manufacturers.
Packaging
Packaging equipment comes with a myriad of configurations tailored to specific applications. For example, a machine designed for filling bottles will differ significantly from one for cans. CPQ systems are crucial in equipping sales teams with instant technical information, allowing them to concentrate on selling and delivering an outstanding customer experience. Click here to find out more about CPQ software for packaging.
Industrial Manufacturing
Industrial machines are one of the most complex to sell because they’re highly customizable. Creating and manually changing quotes for these products is time-consuming, tedious, and error-prone. CPQ systems are the perfect solution with their automation and visualization tools. Learn more about CPQ software for industrial manufacturing.
Medical Devices
Medical device manufacturing is a very competitive and challenging industry to dominate. Companies must follow strict regulations and inefficient processes to close the deal. Implementing a CPQ system offers a significant competitive advantage for manufacturers. It empowers them to develop precise configurations, ensuring their offerings are tailored and reliable. Read more on CPQ software for medical devices.
Power Generation
Manufacturing Power Generation machines, such as engines and turbines, present unique challenges due to the extensive customization required. Each client’s requirements are distinct, making CPQ systems indispensable. These systems facilitate the creation of accurate quotes for highly customized products, significantly reducing errors and accelerating the sales cycle. Find out more about CPQ software for power generation.
Fluid Control Systems
Fluid control systems and equipment are some of the most complicated to sell in any industry. That’s because manufacturing them requires a high degree of precision and efficiency. Using CPQ software can help streamline the system, reduce errors, and deliver a great sales experience. Learn more about CPQ software for fluid control systems.
Elevators and Lifts
The elevator and lift industry is fiercely competitive, with numerous vendors competing for clients’ attention. The complexity of configuring and pricing these products adds to the challenge of the sales process. However, utilizing CPQ software can streamline this process. It enables the rapid generation of precise quotes, significantly enhancing your ability to quickly win over clients in this competitive market. Read about CPQ software for elevators and lifts.