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Configure One – CPQ Software for NetSuite

Status: Unverified

Configure One provides NetSuite customers with industry-leading configurator and CPQ (configure price quote) software functionality that has been fully integrated with NetSuite since 2007.

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Description

Configurator and CPQ Software for NetSuite

Configure One’s configurator and CPQ (configure price quote) application has been seamlessly integrated with NetSuite since 2007 and enables companies to efficiently sell and process orders for configurable, multi-option, and customizable products and services. Configurable products can be physical products (for instance medical devices, industrial equipment, and building products) or software products.  NetSuite’s customers are able to increase revenues while reducing costs by using Configure One’s configurator to automate much of their sales and order entry processes. Standard integration to NetSuite includes initiating the configurator from a NetSuite Opportunity, Quote, Order, Customer Center, and/or even outside of NetSuite.

Key Benefits

  • Automates the configuration of products, software, and services.
  • Prevents users from selecting incompatible product options.
  • Reduces time required to generate pricing, bills of material, and proposals by over 90%.
  • Eliminates the need to use applications external to NetSuite (like Excel) to calculate pricing.
  • Removes the requirement to preload NetSuite with all possible product permeations.
  • Decreases errors and rework.
  • Makes sales, distributors, and customers more self-sufficient.
  • Eliminates the need to develop and maintain custom-developed configurator applications.
  • Captures an organization’s product knowledge and rules.

Customer Quote

“Configure One allows me to build my configuration and quoting methodology into a concise, easy-to-navigate process for our sales team to confidently quote our equipment. Configure One has been easy to implement, and the team has been great to work with.”

– Kendall Hoff

Seamlessly Integrated with NetSuite Since 2007

  • Standard integration to NetSuite includes initiating the configurator from a NetSuite Opportunity, Quote,  Order,  Customer Center, and/or even outside of NetSuite.
  • Create and/or edit configurations from the NetSuite Quote and NetSuite Order screens.
  • Generates configurations and proposals through a Quote tab added to the NetSuite Opportunity screen.
  • Easily converts configurator-produced quotes to NetSuite Sales Orders.
  • Integrates rich configurator and CPQ functionality to NetSuite Ecommerce.
  • NetSuite customer data is used to populate configurator-produced proposals.
  • Creates single and multi-level bills of material and automatically establishes the Item/Components relationships in NetSuite.
  • Creates new part numbers and generates new item records on-the-fly in NetSuite when necessary.
FEATURES

Guides Users Through the Product Configuration Process

Familiar text boxes, pull-down menus, radio buttons, and check boxes are used to guide users through the process of configuring products and services. Configurable products can be anything from physical products like medical devices, industrial products, and building products, to software products that you sell. Configure One’s configurator and CPQ (configure price quote) software ensures that you do not choose incompatible product options. Answers to questions drive both follow-on questions and other possible options. Images, diagrams, and help files can be used to clarify the options.

Automatically Generates Pricing

Configure One’s product configurator can translate the features and options entered in the software’s Configuration Interface area into the price of your configured product or service which of course is consistent with your pricing policies. As a result, you can automatically generate pricing in real time. No more using an external application to NetSuite (like Excel) to price your products, with the associated errors and delay.

Dynamically Creates Part Lists, Bills of Material, and NetSuite Items Based on Pre-Established Rules

If your business is like most companies, an accurate parts list or bill of material is a necessity for many orders. No matter what part numbering system or product structure you use, Configure One’s software has the robust functionality to automatically translate your customers’ product requirements into a detailed list of all the parts needed to quote and fill the order.

If required, Configure One can dynamically generate part numbers on-the-fly and automatically create item master records inside of NetSuite.  Being able to generate new parts / items in NetSuite, can eliminate the requirement to preload NetSuite with all of your many product permutations.  This can be especially important when many of these product permutations will likely never be ordered by customers.

Provides Advanced Quote Functionality That can be Used to Produce More Elaborate Proposal Documents

Configure One’s configurator and CPQ (configure price quote) offering extends NetSuite’s quotation functionality by allowing NetSuite customers to dynamically generate more sophisticated and customizable proposal documents. Many companies spend a significant amount of time creating accurate sales quotations and proposals based on their customers’ special order requests. With Configure One’s configurator, you have the ability to automatically translate your customers’ product requirements into professional sales quotations, leaving your sales team more time to do what they do best – selling.

Sales Drawings, Product Visualization, Manufacturing Routings, and Configurator Setup

If you require product visualization functionality as part of your configurator implementation, then Configure One has several options you may choose to take advantage of. Configure One’s visualization and drawing capabilities include the ability to generate sales drawings and virtual product images.

Some NetSuite customers, especially manufacturing companies, require manufacturing routings (step-by-step instructions on how to produce a product) to fill orders.  Configure One has standard functionality to dynamically generate routing reports based on predefined rules.

Configure One’s configurator and CPQ software makes it easy to capture configuration rules without any programming skills. Easy-to-use administrative and setup screens allow your product-knowledgeable people (marketers, engineers, product managers, etc.) to implement the configurator software efficiently.