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Quote-to-Order RFI/RFP Template

762 Criteria

Price:  $220.00 USD

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The Quote-to-Order RFI/RFP Template lists and describes 762 features and functions found in Quote-to-Order software solutions. This Quote-to-Order (Q2O) Systems Template can help you save time, control costs, and communicate clearly with vendors at nearly every stage of your Quote-to-Order software selection projects.



Features and functions included in this Quote-to-Order (Q2O) Systems Template:
  • Online Catalog
  • PIM Capabilities
  • Q2O/CPQ Workflow Management
  • Personalization and Localization
  • Rule Engines and Knowledge Base (Repository)
  • Document Management (for Proposals and Contracts)
  • Pricing
  • Customer Information
  • Reporting and Analysis
  • Integration and Interfacing Requirements
  • Engineering Capabilities
  • Channel Support and PRM
  • Aftermarket Services
  • and more.

This functional and technical requirement set template covers industry-standard functional criteria of Quote-to-Order (Q2O) Systems that can help you easily gather and prioritize your business needs in a simple and categorized excel document. More than a RFP template, it is a working document that serves as a knowledge base reference throughout the life-span of your Quote-to-Order (Q2O) Systems software project.

Use this template to gather your Quote-to-Order (Q2O) Systems requirements, build RFIs and RFPs, and track the progress of your software implementation.



Gather Your Quote-to-Order (Q2O) Systems Requirements Quickly and Effectively

  • Identify and prioritize the features and functions you need instead of building a list from scratch.
  • Easily add your company's unique Quote-to-Order (Q2O) Systems requirements.
  • Find out what features and functions vendors support, and how they support them.

Collect Clear Quote-to-Order (Q2O) Systems RFI and RFP Responses

  • Improve vendor participation by issuing RFIs that vendors can understand, and respond to easily.
  • Use RFI responses to create lists of requirements for your RFPs or requests for quotation (RFQs).
  • Make sure that vendors understand and can support all your requirements.

Eliminate Quote-to-Order (Q2O) Systems Implementation Surprises

  • Get a clear picture of any required customizations.
  • Help Quote-to-Order (Q2O) Systems vendors accurately cost required development work.
  • Compare your existing systems to the winning solution (gap analysis).

All of TEC's RFI/RFP Templates are delivered to your in-box as Microsoft Excel spreadsheets so you can easily share and customize them.

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Quote-to-Order (Q2O) Systems Software Evaluation Report

762 Criteria + Vendor Responses

Quote-to-order (Q2O) solutions (sometimes known as configure, price, and quote or CPQ) enable manufacturers to mobilize their mass customization initiatives. These systems can reduce time-consuming quoting and ordering processes, decrease unit costs, and lower sales costs. Q2O suites can further help enterprises increase sales effectiveness across all channels. These solutions help companies that sell complex products and services shift their focus to customer-facing sales and service issues.

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