Tacton CPQ vs Quoteplicity
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Overview
With Tacton CPQ, B2B manufacturers can sell highly individualized products as if they were standard. With needs-based configuration, instant pricing, 3D visualization and automatic CAD files, your sales reps can define, price and order custom products without sales support.
With Tacton CPQ, B2B manufacturers can sell highly individualized products as if they were standard. With needs-based configuration, instant pricing,...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
Quoteplicity is a white-labeled quoting software designed to help insurance agents manage daily operations on a centralized interface. The platform offers an insurance quoter that allows agents to quote top-rated carriers or select their preferred providers. It empowers agents to curate a diverse portfolio of insurance products tailored to meet the unique needs of their clients.
Quoteplicity is a white-labeled quoting software designed to help insurance agents manage daily operations on a centralized interface. The platform...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
Images
Pricing
Starting from
Not provided by vendor
- Free Version
- Free Trial
- Subscription
Starting from
US$97.00/month
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
3.9/ 5Features
4.1/ 5Customer Service
3.9/ 5Value for Money
4.1/ 5Ease of Use
5/ 5Features
5/ 5Customer Service
5/ 5Value for Money
5/ 5Features
Total features 56
- 2D Drawing
- 3D Digital Asset Management
- 3D Imaging
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Approval Process Control
- Approval Workflow
- Automated Quoting
- Bills of Material
- Broker/Agent Portal
- Catalog Management
- Client Portal
- Configuration Management
- Contract/License Management
- Customer History
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Visualization
- Design Management
- Discount Management
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- ERP integration
- Email Management
- Email Marketing
- Estimating
- For Customer Use
- For Internal Use
- For Life Insurance
- For Personal Insurance
- Forms Management
- Guided Selling
- Insurance Rating
- Lead Management
- Life & Health
- Multi-Currency
- Multi-Language
- Multi-State
- Online Catalog
- Order Entry
- Order Management
- Order Processing
- Price and Cost Calculations
- Price/Margin Management
- Pricing Management
- Pricing and Cost Calculations
- Product Catalog
- Product Configurator
- Product Data Management
- Proposal Generation
- Quotes/Estimates
- Rating Engine
- Real-Time Data
- Real-Time Reporting
- Real-Time Updates
- Real-time Product Visualizations
- Reporting & Statistics
- Rule-based Configuration
- Sales Automation
- Sales Order Management
- Search/Filter
- Secure Login
- Self Service Portal
- Template Management
- Third-Party Integrations
- User Management
- Version Control
- Workflow Management
- eCommerce Management
Total features 36
- 2D Drawing
- 3D Digital Asset Management
- 3D Imaging
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Approval Process Control
- Approval Workflow
- Automated Quoting
- Bills of Material
- Broker/Agent Portal
- Catalog Management
- Client Portal
- Configuration Management
- Contract/License Management
- Customer History
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Visualization
- Design Management
- Discount Management
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- ERP integration
- Email Management
- Email Marketing
- Estimating
- For Customer Use
- For Internal Use
- For Life Insurance
- For Personal Insurance
- Forms Management
- Guided Selling
- Insurance Rating
- Lead Management
- Life & Health
- Multi-Currency
- Multi-Language
- Multi-State
- Online Catalog
- Order Entry
- Order Management
- Order Processing
- Price and Cost Calculations
- Price/Margin Management
- Pricing Management
- Pricing and Cost Calculations
- Product Catalog
- Product Configurator
- Product Data Management
- Proposal Generation
- Quotes/Estimates
- Rating Engine
- Real-Time Data
- Real-Time Reporting
- Real-Time Updates
- Real-time Product Visualizations
- Reporting & Statistics
- Rule-based Configuration
- Sales Automation
- Sales Order Management
- Search/Filter
- Secure Login
- Self Service Portal
- Template Management
- Third-Party Integrations
- User Management
- Version Control
- Workflow Management
- eCommerce Management
Integrations
- Intershop
- Microsoft Dynamic 365 CRM (JourneyTEAM - Reseller)
- Salesforce CPQ & Billing
- Salesforce Sales Cloud
- Zapier
- Zoho CRM Plus
- Intershop
- Microsoft Dynamic 365 CRM (JourneyTEAM - Reseller)
- Salesforce CPQ & Billing
- Salesforce Sales Cloud
- Zapier
- Zoho CRM Plus
