Xait Inc

XaitCPQ

7.3 /10

What is XaitCPQ?

XaitCPQ captures all of the complex product, pricing, and business rules in one central place for automating and streamlining actions in real time. This allows you to have everything you need at your fingertips to close deals faster, with better collaboration, control and transparency.

Company Details

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Awards & Recognition

XaitCPQ won the following awards in the Configure, Price, Quote category

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2 Top Rated Capabilities

7 Top Rated Features

Latest Award, 2024

2023 Emotional Footprint Champion

2023

Product Impact
Conflict Resolution

2023

2023 Data Quadrant Gold Medalist

2023

1 Top Rated Capabilities

2 Top Rated Features

2023

2022 Emotional Footprint Champion

2022

Product Impact
Conflict Resolution

2022

2022 Data Quadrant Gold Medalist

2022

4 Top Rated Capabilities

4 Top Rated Features

2022

XaitCPQ Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on XaitCPQ.

82 Likeliness to Recommend

5
Since last award

93 Plan to Renew

7
Since last award

78 Satisfaction of Cost Relative to Value

4
Since last award

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Emotional Footprint Overview

+87 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love XaitCPQ?

0% Negative

14% Neutral

86% Positive

Pros

Enables Productivity
Unique Features
Client Friendly Policies
Reliable

Feature Ratings

Average 78

Renewal Management

Workflow & Approvals

Product and Service Configuration

Aftermarket Agreements and Asset Tracking

Discounting Management

Quote Development and Administration

Omnichannel

Multi Currency

Catalog Management

Visual Configuration

Rules Engine

Vendor Capability Ratings

Average 77

Ease of Data Integration

Breadth of Features

Business Value Created

Ease of Customization

Product Strategy and Rate of Improvement

Quality of Features

Vendor Support

Availability and Quality of Training

Ease of IT Administration

Ease of Implementation

Usability and Intuitiveness

XaitCPQ Reviews

Søren E.

Role: Information Technology
Industry: Energy
Involvement: Initial Implementation

Validated Review

Verified Reviewer

Submitted Sep 2021

Flexible CPQ system, but with poor reporting

Likeliness to Recommend

8 /10

What differentiates XaitCPQ from other similar products?

CPQ makes it easy to pick the products you need for the quote you are building and allows us to complete quotes quickly and accurately. The flexible and advanced functionality in XaitCPQ, is what convinced us to buy into their platform. It delivered a flexibility that we did not see with any other CPQ system on the market.

What is your favorite aspect of this product?

From a user perspective, the system is very intuitive and user adoption has not been an issue. The further ability to integrate with our existing CRM system (Workbooks) was also a big plus. The team at XaitCPQ has been very helpful throughout the process and we usually get a quick reply to queries and outstanding support tickets.

What do you dislike most about this product?

The XaitCPQ platform can be very complex to administer. We found ourselves relying a lot on XaitCPQ to assist us with designing and programming the configurator. Reporting module in CPQ is a 3rd party tool that leaves a lot to be desired in terms of usability. As we were the first company to use the XaitCPQ / Workbooks CRM integration, it sometimes appeared that we were the guinea pig for that venture.

What recommendations would you give to someone considering this product?

Budget for some consulting time with XaitCPQ. Designing and programming the product configurator, can be a very complex task for a new user. If you are a current Workbooks CRM user with a complex quoting need, I will highly recommend purchasing the XaitCPQ module that integrates with Workbooks.

Pros

Enables Productivity
Unique Features
Efficient Service
Respectful

Cons

Under Delivered

XaitCPQ

What is XaitCPQ?

Company Details

Need Assistance?

Awards & Recognition

2023 Emotional Footprint Champion

2023 Data Quadrant Gold Medalist

2022 Emotional Footprint Champion

2022 Data Quadrant Gold Medalist

XaitCPQ Ratings

82 Likeliness to Recommend

5 Since last award

93 Plan to Renew

7 Since last award

78 Satisfaction of Cost Relative to Value

4 Since last award

Emotional Footprint Overview

+87 Net Emotional Footprint

How much do users love XaitCPQ?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Renewal Management Includes maintaining recurring orders , contracted pricing or renewed orders with clients.

Workflow & Approvals The ability to include event processing, exception handling, escalation authorization, ad hoc in-flight workflow revisions, logging and approvals.

Product and Service Configuration Allows users to configure products or services themselves through searching and filtering the product catalog to select items to be added to the quote.

Aftermarket Agreements and Asset Tracking Aftermarket agreements and asset tracking.

Discounting Management Ability to add and manage discounts to products on a quote as a percentage, volume, dollar, terms etc.

Quote Development and Administration Generate branded proposals with product descriptions, pricing, visuals, content information and terms and conditions in usable format (pdf, word, xls).

Omnichannel One set of rules and calculations that can be accessed by channel partners, end users and sales personnel with full user role security and management capability

Multi Currency Includes multi-currency accounting, multi-currency transactions, and multi-currency reporting.

Catalog Management Includes customizable shipping and payment options, product pricing, advanced catalog search, and navigation.

Visual Configuration Ability to custom-configure products using interactive 2D or 3D visualizations.

Rules Engine Automatically includes products that must go together, such as shipping fees or warranties.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

XaitCPQ Reviews

Søren E.

Flexible CPQ system, but with poor reporting

Likeliness to Recommend

Pros

Cons

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Feature Ratings

Renewal Management

Workflow & Approvals

Product and Service Configuration

Aftermarket Agreements and Asset Tracking

Discounting Management

Quote Development and Administration

Omnichannel

Multi Currency

Catalog Management

Visual Configuration

Rules Engine

Vendor Capability Ratings

Ease of Data Integration

Breadth of Features

Business Value Created

Ease of Customization

Product Strategy and Rate of Improvement

Quality of Features

Vendor Support

Availability and Quality of Training

Ease of IT Administration

Ease of Implementation

Usability and Intuitiveness