Free RLM & CPQ Multi-User Collaborative Line Editor PLUS & Estimator

Summary:

Problem Statement: Make the Quote Line Editor more functional, usable, 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 or QLE+ and Estimator with a Rich User Interface It is for addressing several pain points and providing user requested enhancements(listed below)


Roadmap: Leverage Generative AI to pre-build quotes based on historical quotes and industry benchmarks

No

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)

11

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

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


Edit Google and Excel Sheets within 

Multi-User Collaborative Quote Management with Service Cost Estimation (This is a significant innovation )

12

Combining multiple quotes in to a single view and being able to make edits across the quotes

13

Overcoming the Salesforce quote line limit while also giving  multiple users their view of an overall aggregated quote

14

Ability to maintain separation of Service Items, Manufacturing Costs, Procurement cost with customized tabs for each

15

Ability to leverage CPQ to estimate projects within the context of the Sales Quote for a unified quoting and estimation experience.

Can surface Consumption Schedules for Usage Based Billing

Can surface Child objects to the Quote line such as Manufacturing Cost, Bill of Material Routings, Service Costs 

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Features:

Salesforce CPQ Quote Line Editor PLUS (QLE+)

Enhancements to address the pain points / requests we have experienced from Salesforce CPQ Customers

  1. Overcoming the Salesforce CPQ quote line limit
  2. Ability to freeze columns on the QLE
  3. Add Colors, fonts, formatting, bold/italics
  4.  Have custom filters to be able to sort on any columns
  5.  Grouping in the quote line editor by any field such as Product Family on the fly
  6. Conditional formatting: Based on rules just like in Excel, be able to show different colors, fonts, etc
  7.  Preview approvals from within the QLE for Standard approvals (as you know there is no preview approval capability for standard  approvals)
  8. Ability to expose any object such as installed assets within the quote line editor
  9. Economic analysis of the quote with a configurable field set
  10. 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
  11. Combining multiple quotes in to a single view and being able to make edits across the quotes
  12. Ability for the user to save his/her own selection of columns and the order in which they would like to see them 
  13. Unlimited Tabs each with its own field set, colors, columns, or referring to any object in Salesforce

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Demo Videos

Free CPQ/RLM Enhanced Quote Line Editior

See the features like: Freeze columns, Unlimited Tabs, PDF export, Colors, Conditional formatting, Filters, Grouping, No Quote line limits, Ability for a user to save and re-arrange columns and much more

Free Seamless Excel (not CSV) upload directly to Quote Line Editior

Shows the seamless upload from an Existing Excel sheet (not CSV) which can have formulas, colors, multiple sheets, macros etc. and without any changes to the exsiting content of the excel sheet

Free Flexible Record Navigator for any object or related list With conditional formatting, Pinning, Filtering, Charting, Mass Updated and much more

Allows any object records to be viewed and modified easily. Intuitive visual experience allowing you to pin columns, use colors, conditional formatting, filters, sorting, moving of columns dynamically, sub-totals for selected fields and much more.

Free Bi-Directional Excel or Google sheet interface

Allows any object records to be viewed and modified easily. Intuitive visual experience allowing you to pin columns, use colors, conditional formatting, filters, sorting, moving of columns dynamically, sub-totals for selected fields and much more.

Example Screenshot of the new and improved Salesforce CPQ Quote Line Editor