SmartCPQ

Turn complex quoting into a profitable win machine

Deliver accurate, competitive, and timely quotes to enhance sales efficiency. SmartCPQ streamlines configure-price-quote operations with deal specific explainable AI/ML guidance that ensures profitable growth for your business.

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An optimized quoting process from opportunity to contract

Shorten Your Cycle Time From Days to Minutes

Configure products, apply pricing, and generate quotes in minutes even for complex CTO/ETO offerings and multi-country deals. Automated calculations eliminate manual pricing lookups and errors.

Make Complex Products Easy to Sell

Guide reps through complex products with built-in dependencies, compatibility rules, and regulatory requirements. Ensure every configuration is deliverable and commercially viable.

Manage Multi-Year Contracts With Ease

Track complex contracts, tiers, renewals, and modifications with complete history. Generate contract documents in customer-friendly formats automatically. Preserve margin and compliance while reducing administrative effort on every update.

Experience End-to-End Visibility

All pricing data, discount parameters, rebate terms and business constraints available in one view so every quote provides clear net margin visibility. Eliminate disparate systems and version conflicts

Deal Insights

Comprehensive Deal Insights That Drive Better Decisions

Contextual analytics deliver win probabilities and deal scoring to enhance confidence and accelerate close rates.

  • Win Probability Analysis
    ‍    See how pricing decisions affect deal likelihood in real-time. Adjust discount levels and watch win probability update, helping reps optimize every opportunity.
  • Deal Scoring and Prioritization
    Score deals on profitability, strategic value, and likelihood to close. Help managers focus resources where they matter most.
  • Competitive Intelligence
    Track competitor pricing across your portfolio. Align your deals based on latest competitive positioning, using price guidance that learns from your past losses
Deal Insights
Real Time Price Optimization

Real-time Price Optimization with Guided Approval Tracking

AI/ML-powered objective-driven pricing that generates transparent deal guidelines aligned with your profitability goals.

  • Dynamic Price Guardrails 

    Generate Start-Target-Floor pricing bands instantly for every quote based on customer segment, order size, product mix, competitive position, and margin targets.
  • Objective-Driven Optimization
    AI/ML engine analyzes deal context against your strategic objectives and delivers explainable next steps that balances win probability with profitability.
  • Guided Approval Workflows
    Define approval requirements based on discount depth, deal size, or margin impact. Route exceptions automatically with full context for quick decisions while maintaining a complete audit trail.
Real Time Price Optimization
Customer Document Generation

Automated Document Generation with Industrialized Workflows

Configurable approval workflows and automated quote/contract document generation accelerate deal velocity.

  • Smart Approval Routing
    Route quotes through multi-level approval hierarchies based on your business rules. Automated escalation prevents bottlenecks.
  • Configurable Document Templates
    Generate professional quotes and contracts automatically using customizable templates. Maintain brand consistency across all customer touch points.
  • Auto Price Publishing
    Schedule price publish events to customers in advance to ensure timely communication of price updates and renewals.
Customer Document Generation
TESTIMONIALS

Trusted by the leading   teams across the globe

“Vistaar drives margin growth by enabling a highly scalable, complex CPQ process with lightning speed response times”

Senior Director
Global Manufacturer
10 million+
SKUs, ~5 million price points
2000+
API calls/day, 24 x 7 system availability
Insights

Cross-functional collaboration across your entire quote-to-cash process

AI-driven platform that connects sales, pricing, and finance teams around a single source of truth.

Opportunity-to-Cash Visibility

Track deals from initial opportunity through quote, contract, order, and revenue recognition. Maintain visibility across the entire sales cycle.

Performance Analytics

Monitor quote velocity, win rates, price realization, and margin performance. Identify what's working and where to improve.

Change Impact Analysis

Test pricing strategy changes against your pipeline. Project impact on win rates and margin before implementing.

Seamless integration with your existing systems

Native CRM Integration

Integrate with Salesforce, Microsoft Dynamics, and other CRM platforms. Reps quote directly from opportunities without context switching.

Open API Architecture

Extend functionality and integrate with custom applications through well-documented APIs. Build the ecosystem that fits your business.

Real-time Data Flow

Changes to pricing, products, or customer data sync across systems instantly. Ensure everyone works from current information.

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Built on the Vistaar Platform

SmartCPQ runs on the Vistaar Platform, designed to adapt to changing business needs and grow with your organization.

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Configure to Match Your Business

Set your own quoting rules, pricing objectives, approval logic, and workflows. The platform adapts to how you operate, not the other way around.

Global Deployment Ready

Support multiple currencies, languages, tax regimes, and regional pricing variations. Operate globally while maintaining centralized control.

Scale Without Performance Degradation

From 500 SKUs to 50,000. From 50 reps to 5,000. Handle increasing complexity and volume while maintaining consistent performance.

Resources

Learn More About Vistaar and the Work We Do

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How Vistaar helped a Manufacturing Leader improve pricing accuracy and quoting cycle-times
Vistaar Editorial Team
Vistaar Editorial Team
Case study

How Vistaar helped a Manufacturing Leader improve pricing accuracy and quoting cycle-times

A Fortune-500 company offering a wide-ranging portfolio of products, digital solutions, and services across several countries globally.

Revolutionize your Quoting process with Vistaar SmartQuote
Vistaar
Vistaar
Datasheet

Revolutionize your Quoting process with Vistaar SmartQuote

Deliver accurate, competitive and timely quotes to enhance your sales efficiency anddrive revenue growth

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Ready to Transform Your Quoting Process?

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