What is DealDox?

DealDox is a sales automation platform designed to streamline sales processes and accelerate growth for businesses. It offers a Configure, Price, Quote (CPQ) solution that automates and speeds up the estimation process, making it easier for the sales rep to focus only on selling.

What does DealDox do?

By automating product configuration, pricing calculations, estimations, and document generation (such as proposals, quotes, and costing sheets), DealDox streamlines the presales process and offers approval workflow capabilities.

Product Configuration Product configurator software can be as simple as managing your current inventory of products and parts for assembly or bundling or as complex as designing a new version of a product from scratch for specific use cases through design and modeling. DD CPQ offers a solution that matches the level of complexity for your product configuration needs.

Pricing Engine The pricing engine automatically prices the chosen configuration based on rules set to maintain profitability. Pricing is typically based on combinations of customer category, product classification, sales channel, deal size, and volume. DealDox considers both product inventories and channel and market needs, ensuring full support for your sales channels and geo-market reach.

Quoting System Quotes should be delivered immediately, accurately, and branded. Beyond that, DealDox CPQ software offers Quote-to-Cash systems that automate each step of the process from pricing through negotiation, approval, tracking, and activity alerts.

Proposal Management Proposal management systems manage proposal creation and delivery. With a solid proposal system, DD CPQ provides pre-built templates for fast proposal creation with customizable branding. It helps manage the proposal lifecycle via workflow authorization and approval systems.

Business Rules and Constraints CPQ configuration and pricing engines are powered by business rules. In the past, the complexity of these rules determined how powerful CPQ systems were. Now, DD CPQ is designed to make using business rules easier, especially compared to older ERP systems. One way to simplify things is to use simple limits or restrictions instead of complicated business rules.

Dynamic Images DealDox can significantly enhance the use of dynamic images in documents. By automating image selection, updating images in real-time, and allowing for conditional display and personalization, it streamlines the process of creating accurate and professional proposals.

CRM & ERP Integration DealDox integrates seamlessly with leading CRM systems like Salesforce, HubSpot, and Zoho CRM. Also, connects effortlessly with top ERP systems such as Microsoft Dynamics 365, SAP S/4HANA, and Oracle NetSuite. This integration ensures that all data is up-to-date and enhances overall sales efficiency.