CPQ for Account Executives
Do you spend too much time creating a simple quote because you're jumping between tools, awaiting approval, or making multiple edits? Reduce admin work and spend more time selling! Easily generate, send, and collect eSignatures with GetAccept's CPQ tool from within your CRM.
How to use CPQ in 4 easy steps
Sales operations will first enter all productsand details in the product library. They need todo this step just once during the setup.
Create the quote and add a pricing table to it. The table will fetch data from your configuredProduct Library.
Choose the products and edit the columns needed for each, such as its units, discounts, and taxes.
Your quote is done! Send it to your customer and begin tracking its engagement.
How to use CPQ in 4 easy steps
Sales operations will first enter all productsand details in the product library. They need todo this step just once during the setup.
Create the quote and add a pricing table to it. The table will fetch data from your configuredProduct Library.
Choose the products and edit the columns needed for each, such as its units, discounts, and taxes.
Your quote is done! Send it to your customer and begin tracking its engagement.
Why use CPQ?
Did you know that AEs spend nearly 70% of their time on admin? How much time do you have left to connect with customers?
GetAccept’s CPQ helps you quickly generate accurate price quotes. This is the much-needed automation within your sales process, so you can focus on customer relationships instead of finding product information in messy spreadsheets.
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"We were looking for a solution to allow us to use videos to engage prospects, send trackable sales materials, forward proposals, and gather signatures on contracts all within our CRM. GetAccept was the answer."
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"GetAccept has helped us gain better insight into how long and who within a company is reviewing our proposal. GetAccept has given us the power to know where to focus in the sales cycle"
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"Throughout our process, including a lot of customizations, the team at GetAccept was there to guide us and really went above and beyond to get us up and running."
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"We were looking for a solution to allow us to use videos to engage prospects, send trackable sales materials, forward proposals, and gather signatures on contracts - all within our CRM. GetAccept was the answer."
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What is CPQ? The Complete Guide
Need help to understand what CPQ is? Our in-depth guide will help you learn all about what a configure, price, quote solution can do for you.