Cloud-based Quote & Product Configurator

Sell customized products, build complex quotes and orders, 24x7x365!

Hosted on NetPRM, Powertrak SaaS Product Configurator is a cloud-based sales configurator and quotation software delivering full eCommerce, 2D/3D Product Configurations, Quoting and Proposal, and Configure, Price, Quote (CPQ) functionality. Powertrak ensures accurate quotes and orders and eliminates data-entry errors in make-to-order and standard products.

2D and 3D Product Configurator
Powertrak's advanced configure-price-quote provides companies that sell configurable, multi-option, and customizable products and services a powerful solution to manipulate 2D and 3D product models and room design by selecting items and dragging-and-dropping them into an interactive interface. Discover Powertrak 2D Configurator and 3D Configurator features and functionality.



Build Accurate Quotes and Orders with Powertrak SaaS Product Configurator



Learn how the cloud-based Powertrak Configure-Price-Quote software delivers a consistant user interface and familiar web-shopping experience that enables your staff, partners and customers to generate valid quotes, orders and proposals.


eCommerce and Shopping Cart Platform

  • Full eCommerce and familiar web shopping experience
  • Quote & Product Configurator can handle inside and outside sales teams, partners and end-customers all in one simple, secure e-Shopping system.
  • Order and quotes are always available, running from anywhere with no training required.
  • Add prices, pictures, visual help, logos, special deals and track key buyer attributes in a simple, web-based administration tool.

  • Complex Make-to-Order

  • Drive more sales with unlimited kits, configurations, and one-step "cloning," - customers get what they want at the right time.
  • Maintain product and "shopper", attributes, such as product specifications, pictures, logos, preferences, billing, delivery information and other enhancements to provide a tailored experience with minimal administration.
  • Whether you have 4 or 4000 components, need 14 steps or 40, you can set up your own kits, categories and configuration flow.
  • Configure nested systems that contain multiple products and services

  • Rules-Driven Accuracy

  • Built to handle complex needs, the system can control flow, check math, verify multi-tiered requirements and adjust visual presentation.
  • Walk the buyer through the right path to build an accurate configured order without spreadsheet nightmares.
  • The rules handling is built into a non-programmer's administration interface.
  • Product managers and manufacturing crew will stay happy and keep you off the phone fixing errors and adjusting prices.

  • Visual Builder (Drag and Drop)

  • Quote and Product Configurator offers guided selling with easy drag and drop interface.
  • Drag and Drop Silverlight feature with snap-to-grid and built-in wizard flow simplify guide construction and maintain integrity.
  • Visual flow control of rules show script branching and prevent logic errors.
  • The interactive guide builder shell is a filterable result pallete that minimizes training.

  • Expression Builder

  • Create expressions to calculate prices, quantities, and rule limits using a simple and easy-to-read language with the help of the new web-based editor, fully integrated with Visual Builder.
  • Access information about products and user responses in your kit, and take advantage of a library of built-in functions.

  • eQuote Generation

  • Multi-channel PRM ready, with dual pricing and eQuote generation.
  • Populate quotes with relevant customer data automatically.
  • Add, edit, and delete line items based on configurator options.
  • Track quote history across multiple quote revisions.
  • Capture opportunity management and pipeline forecasting data such as predicted close date, probability of winning, competitors, etc.
  • Solution Features

         


    Product Configurator
    Handles make-to-order and standard products.


    Build It, Buy It
    Easy to use familar web shopping experience and drag and drop visual configuration builder


    Partner Ready
    Personalized partner formats with margin maximizer and simple end-customer "send" to close more deals


    Complete
    Kitting, SKU variants, and unlimited product dimensions with support for any ERP system


    Mobile, iPad, Tablet Device
    Use any major browser on any device to reach more buyers


    Rules-driven Accuracy
    Ensure that your employees, customers and partners build valid configurations and get the right price the first time


    No More Spreadsheets
    Add optional proposal generation to lower costs and deliver a professional, consistent offer

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    Case Studies
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    Product Sheet
    Rules-based Ordering Product Sheet - PDF format

    Related Content
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    Testimonials

    Partner Relationship Management Capabilities
    "Powertrak delivers the partner relationship management capabilities we required to optimize lead registration and routing, partner-driven quoting, and partner opportunity management and forecasting."

    MIKE MCGUIRE, Nexsan Technologies

    Channel Partners Quoting
    "We have gone from having a fully internal quoting process to being able to engage our channel partners to do quoting. This a big advantage for us as we have customers around the world that can get quotes in minutes vs. days."

    DAVE RUELLE, Johnstech International