Configure Price Quote (CPQ) Software Glossary: Key Terms & Concepts

A self-service portal is a website or app that enables workers (or external clients for externally visible support providers) to help themselves when they require assistance, information, ...read more

Custom pricing models are a feature of software that allows businesses to set unique pricing structures for their products or services. This feature enables companies to tailor pricing mod...read more

People can collaborate more easily with the help of collaboration tools. The goal of a collaboration tool is to help a group of two or more individuals achieve a common goal or objective. ...read more

Collaboration has received a lot of attention in the marketing world recently. It's taking off in a big way but still has many questions surrounding it that make the majority of business o...read more

Alert Notifications are an essential feature of software that provide users with real-time updates and important information. These notifications serve as a way to keep users informed and ...read more

Pricing optimization is a revolutionary software feature that helps businesses achieve the most profitable and competitive prices for their products or services. This powerful tool utilize...read more

Client management, also referred to as customer management, is a key aspect of business operations that involves managing and organizing client interactions and relationships. This covers ...read more

Catalog management is a procedure that allows brand suppliers to supply high-quality product data in a buyer's preferred format across an entire catalog of SKUs. To sell effectively, your ...read more

A real-time email marketing dashboard displays metrics. This allows individuals to track the effectiveness of an email marketing initiatives, as well as provide insight into what they can ...read more

Profitability analysis is a feature of enterprise resource planning (ERP) that allows administrators to forecast a proposal's profitability or improve the profitability of an existing proj...read more

A pre-built template is a document that can be used as a starting point for creating a new one. A template is pre-formatted in some way when you open it. For instance, you may utilize a Mi...read more

Analytics is a math-based field that aims to uncover patterns in marketing data to gain actionable knowledge that can be used in your marketing strategy to improve your marketing performan...read more

Workflow is a collection of tasks that work together to process a batch of data. A workflow encompasses everything from creating assets to integrating them into a digital solution, submitt...read more

App integrations refer to the process of connecting different software applications and systems together to share data and work seamlessly with each other. This allows for a more efficient...read more

File sharing is defined as the act of sharing or providing access to digital information or resources such as documents, multimedia (audio/video), graphics, computer programs, pictures, or...read more