Winning sales quotes in minutes

With Tacton's quoting capabilities, you can generate a sales quote in minutes. The product configuration and pricing content are automatically compiled into a branded document. With Tacton's mobile-enabled CPQ you can generate a quote on the go to better serve your customers.

You can slash days off the sales cycle, leaving more time to enhance your customer experience.

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 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.

Quoting Solution Capabilities

  • 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

Learn more about quoting with confidence

Watch Quoting in Action

CPQ Quoting Products

Tacton CPQ for Salesforce®

Tacton CPQ for Salesforce complements Salesforce 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.

Tacton CPQ

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.

CUSTOMER STORIES

It’s always a challenge when you’re trying to roll out a new system. But the minute people started using Tacton, they could see the benefits and how it made life so much easier.

Marcel Goetzelmann

IT Application Consultant, Bürkert

The lion’s share of our sales comes from standard products, but it’s often our ability to offer customized solutions that wins us new business.

Mats Toftebrant

CIO, ELDON

Tacton is the most important sales tool we have. It is easy, fast and we can’t work without it!

Martin Björklund

Sales tools responsible, Swisslog

Tacton was the only solution we found that makes it possible to approach a configuration from different angles. Regardless of the customer’s starting point, the software always calculates the best solution by working with constraints on business rules instead of running down a decision tree.

Koen Boot

CIO, Vencomatic

I know many companies hesitate to introduce a configurator because they think – our products cannot be structured or streamlined in a good way or, our combinations are too complicated. We also heard these comments in our company. There were people who said it wouldn’t be possible, but it was. The configurator helped us overcome those concerns and even convinced the “experts” sitting on the product knowledge.

Dr Klos

General Manager, Yaskawa Europe Robotics Division

We quickly understood that a sequential, rule-based configurator would never meet our needs. We didn’t want to have to answer the same question over and over. We wanted to define a customer’s requirement and for that requirement to filter through to all areas it affected automatically. We also wanted to be able to start at any point in the configuration – if you don’t have an answer to a particular question, it doesn’t matter – the configurator should do the thinking for you. And that is exactly what Tacton provided us with.

Sicco Saft

Business Analyst, Meyn

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. This saves us tremendous amounts of time and money.

Jan Nilsson

Senior Engineer CRM Process & IT Development, Siemens

In the water treatment industry, lead-time is often more important than price. With the combined SolidWorks and TactonWorks solution, once our proposal is accepted, design goes through engineering in just a few days, then out to fabrication. This type of automation has been a key factor in our business growth.

Brian Bartholomew

Senior Project Engineer, ClearStream Environmental

“In the past, we did everything to the customer’s wishes. Today, the customer still has this perception, but we are in fact supplying a configured product based on carefully identified and standardized building blocks. This makes us faster and helps keep our stock levels down. It also ensures that products are already validated from a design and manufacturing point of view before an order is placed.”

Marcel Walvoort

Manager Product Configurator, Kramp

Resources