Dextara CPQ logo

Dextara CPQ

by Dextara Digital · Since 2019
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ActiveAvailable globallyCloudOn-premise
Quick facts
VendorDextara Digital
Year launched2019
StatusActive
Location670 Meridian Way, Suite 168,Westerville, OH 43082
Countries servedGlobal
Languages11
Integrations1+
Free tier
Free trial
Contact salesYES

About Dextara CPQ

Dextara CPQ is a software platform from Dextara Digital that supports the business change on Salesforce. It combines strategic advisory, tailored product development, and managed Salesforce services so organizations can maximize their Salesforce investment. Dextara CPQ helps businesses modernize their operations and continuously improve their processes on the Salesforce platform. With a focus on excellence and efficiency, it enables users to ideate and launch solutions that align with their unique requirements. Key capabilities: strategic advisory customized managed services tailored product development Salesforce implementation continuous improvement Best for: organizations that need to improve their Salesforce usage and drive business growth.

Dextara CPQ by Dextara Digital is a next-generation Configure, Price, Quote software solution tailored to modern enterprise needs. Built to streamline complex sales cycles, Dextara CPQ aims to enhance the speed, accuracy, and efficiency of quoting processes for organizations selling configurable products or services. The platform empowers sales teams by automating pricing strategies, managing complex product catalogs, and ensuring compliance with pricing policies. Key features include AI-driven pricing suggestions, real-time quote generation, guided selling workflows, and customizable approval processes—all within a scalable and cloud-native architecture. The user interface of Dextara CPQ is both sleek and user-centric. Designed with usability in mind, the dashboard is clean, logically structured, and supports drag-and-drop configurations. The guided workflows walk users through the entire quoting process with minimal training required, making it especially beneficial for new sales reps. Navigation is intuitive, thanks to smart menus and collapsible sidebars, and the UI adapts seamlessly across different devices. A notable design strength is the inclusion of visual product configuration tools, which offer a graphical interface to help users assemble complex solutions without getting overwhelmed by technicalities.

Pros & Cons

What users like
  • +Seamless integration, leveraging existing infrastructure.
  • +Reduces SKUs, enables flexible configuration.
  • +Handles complex pricing and product logic.
  • +Manages the full subscription lifecycle.
  • +Offers price and product recommendations.
What users flag
  • Requires Salesforce platform; may not suit non-Salesforce users.
  • Powerful features might require significant setup and expertise.
  • Being a comprehensive solution on Salesforce, it might have a higher cost.
  • Mastering the rules engine and advanced features could take time.

Features

Key features

100% Salesforce Native Platform
Built entirely within the Salesforce Lightning Web Components framework, ensuring seamless integration, high performance, and leveraging Salesforce's existing infrastructure and security.
Attribute-Based Product Model
Enables the creation of products with various attributes, avoiding SKU proliferation and allowing for flexible configuration.
Robust Rules Engine
A powerful engine to define and execute complex product and pricing rules, operating on both the client and server sides for optimal performance. Supports Qualification, Product, Attribute, and Pricing Rules.
Support for Various Product Models
Handles Linear Products, Hierarchical Products, Bundled Products, and Dynamic Bundles, catering to diverse product structures.
Subscription Selling Lifecycle Support
Manages the entire subscription process, including different pricing methods, terms, renewals, and amendments.
Smart CPQ with Recommendations
Offers intelligent price recommendations and suggests optimal discounts and related products (cross-sell/up-sell) during the quoting process.
Headless Mode Deployment
Can be deployed to support B2B and B2C digital commerce business models independently of a specific frontend.
Advanced Product Catalog Management
Provides tools for efficient organization and management of product information.
Multi-Currency Support
Enables businesses to operate and quote in multiple currencies.
Branded Quote Document Generation
Allows for the creation of professional and customized quote documents.

Additional features

Efficient Pricing
Enables accurate and optimized pricing strategies.
Accurate Quoting
Reduces errors and inconsistencies in sales quotes.
Intelligence Built-in
Suggests that the software has embedded logic and automation to guide the sales process.
Minimal Effort
Designed to streamline processes and reduce manual work for sales teams.
Comprehensive Software Platform
A full-fledged solution covering various aspects of the CPQ process.
Highly Performant with Complex Products and Pricing
Specifically designed to handle intricate product configurations and pricing rules without performance degradation.
Unique Design to Support Attribute-Based Product Model
As explained in the key features, this allows for flexible product representation.
Robust Rules Engine
As explained in the key features, this provides powerful automation and logic for product and pricing.
Support and Configure Complex Product and Price Rules
The rules engine can handle intricate business logic.
Lightning Speed Experience During the Sales Process
Ensures a fast and responsive user experience for sales teams.
Subscription Savvy
Specifically designed to handle the complexities of subscription-based business models.
Intelligent
As mentioned earlier, implying built-in logic and recommendations.
Can be Deployed in Headless Mode
As explained in the key features, allowing for integration with various digital commerce platforms.
Supports B2B and B2C Digital Commerce Business Models
Versatile enough to cater to both business-to-business and business-to-consumer sales scenarios.
Empower Product Management Team
Provides tools specifically for product configuration and management.
Supports Linear Products
Simple, standalone products.
Supports Hierarchical Product
Products with a parent-child relationship or multiple levels of components.
Supports Bundled Products
Pre-defined collections of products sold together.
Supports Dynamic Bundles
Bundles where the included products can be customized based on rules or user selection.
Avoid SKU Proliferation by Modeling Products with Attributes
Reduces the need for numerous individual SKUs by using attributes to define product variations.
Override Price Based on Attribute Selection
Allows pricing to change dynamically based on the specific attributes chosen by the customer.
Bundle Products Dynamically with Bundle Rules
Automatically or conditionally include products in a bundle based on defined rules.
Override the Bundle Price on the Selection of Optional Products
Allows the price of a bundle to adjust based on the inclusion or exclusion of optional items.
Comprehensive and Powerful Rule Engine
Emphasizes the capabilities of the rules engine.
Rule Engine Executes at Client Side for Certain Functions
Improves performance by handling some rule evaluations directly in the user's browser.
Rule Engine Executes on the Server Side for Other Functions
Handles more complex or data-intensive rule evaluations on the server.
Thoroughly Designed Rule Engine Infrastructure
Highlights the robust and well-architected nature of the rules engine.
Supports Complex Product Configure Price Quote Flexibility
Can handle a wide range of intricate CPQ requirements.
Maintains Performance of the Cart
Ensures the application remains fast even with complex configurations in the shopping cart or quote.
Qualification Rules
Determine which products are eligible for specific accounts or customers.
Product Rules
Define compatibility between products and can also drive product recommendations.
Attribute Rules
Determine valid attribute values based on specific conditions, ensuring product compatibility.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
11
Interface languages
12
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortugueseChineseJapaneseDutchRussianArabic

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇨🇦CAD🇦🇺AUD🇯🇵JPY🇨🇳CNY🇮🇳INR🇸🇬SGD🇨🇭CHF🇲🇽MXN🇭🇰HKD

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