Reimagine Quoting with QLE+
Free RLM & CPQ Multi-User Collaborative Line Editor PLUS & Estimator
Problem Statement: Make the Quote Line Editor more functional, usable, and add collaboration capabilities to improve quoting velocity and facilitate self-service and increased win rates.
Our Solution: We have developed industry’s first Multi-User Collaborative Quote Line Editor PLUS (QLE+) and Estimator with a Rich User Interface addressing several pain points and providing user-requested enhancements.
Future Vision: Leverage Generative AI to pre-build quotes based on historical quotes and industry benchmarks.
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Pain Points/Features Requested by customers
User Interface
1
Ability to set custom column layout by User, Customized Column Names, Heading Help Text Tool Tips
2
Add Colors, fonts, formatting, bold/italics
3
Have custom filters to be able to sort on any columns
4
Dynamic Grouping in the quote line editor by any field such as Product Family and/or Discount Levels and/or any other parameter on the fly
5
Conditional formatting: Based on rules just like in Excel, be able to show different colors, fonts, etc that can highlight discounts exceeding thresholds, Low/Medium/High Margins etc
6
Preview approvals from within the editor in a neighbouring tab
7
Ability to expose any object such as installed assets within the quote line editor
8
Economic analysis of the quote with a configurable field set
9
Ability for the user to save his/her own selection of columns and the order in which they would like to see them. Hence no limit on number of columns and no need for drawer
10
Unlimited Tabs each with its own field set, colors, columns, or referring to any object in Salesforce
Surfacing Google Sheets and Excel within the Quote Line Editor (User never has to leave Salesforce screen)
1
Upload quote line items by dragging an existing Excel (not CSV but Excel) sheet on to the quote without having to convert to CSV. Works with existing excel sheets
2
Automatically create multiple quotes from a single Excel file based on a configurable parameter such as creating one for every 300 lines. So an excel file with 1500 lines will create 5 quotes. While QLE+ allows you to view the 1500 lines all together in a single screen and work on it as if it were a single quote
3
Edit Google and Excel Sheets within
Multi-User Collaborative Quote Management with Service Cost Estimation (This is a significant innovation )
1
Combining multiple quotes in to a single view and being able to make edits across the quotes
2
Overcoming the Salesforce quote line limit while also giving multiple users their view of an overall aggregated quote
3
Ability to maintain separation of Service Items, Manufacturing Costs, Procurement cost with customized tabs for each
4
Ability to leverage CPQ to estimate projects within the context of the Sales Quote for a unified quoting and estimation experience.
5
Can surface Consumption Schedules for Usage Based Billing
6
Can surface Child objects to the Quote line such as Manufacturing Cost, Bill of Material Routings, Service Costs
Demo Videos
Interested to learn more?
Example Screenshot of the new and improved Salesforce CPQ Quote Line Editor
