AI-first CPQ For Modern Sales Teams
Instant AI quotes for reps. Agile controls for admins. Everstage CPQ eliminates the friction between speed and governance with context-aware automation and accelerates buying decisions from your customers.
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Generate accurate, customizable quotes in seconds with AI.
AI-powered Quote Creation
Help sales reps instantly generate first-cut sales quotes or Service Order Forms (SOFs) using AI that pulls context from your CRM, emails, and sales call transcripts. Reduce the time to quote and let them focus on selling.
Guided Sales
Ask the right questions during quote creation to automatically suggest optimal product bundles and pricing. Ensure that every quote is accurate, consistent, and aligned with company strategy.
CRM Data Autofill
Automatically pull in customer details from your CRM while generating sales quotes to reduce the manual effort and streamline process for salespeople.
Auto-trigger Approvals
Set up multi-stage approvals that are triggered automatically from quotes- either by default or based on any predefined conditions. With quicker approval loops, keep tight control over important factors like discount rates and payment terms.
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Move quickly and build complex automation rules without needing a single line of code.
Customizable Product Configuration
Easily configure pricing based on volume, per-unit, flat-fee, or tiered models. Support multi-year terms, apply discount limits, and enforce validation rules to ensure quotes always align with company revenue plans.
Validation Rules
Convert operational know-how into a set of structured validation rules without complexity. Prevent wrong configurations of products and risky terms, and catch costly errors in sales quotes.
Configurable terms
Standardize and centrally manage reusable legal, commercial, and custom terms in a structured library. Sales teams can quickly select the right terms for each quote without starting from scratch.
Reach a consensus faster with digital sales rooms and real-time insights.
Digital Sales Rooms
Transform messy email threads, lost links, and scattered files into secure and customisable Deal Rooms. Accelerate deal closure by giving a more professional and streamlined experience for your prospects.
Sparks During Conversations
Everstage automatically captures moments of customer excitement, pain points, and buying signals from calls, CRM notes, and emails. Showcase them as proof points or testimonials directly inside the Deal Room.
Commission Forecasting
Motivate sales reps by displaying potential commissions tied to each quote. Empower them to strike the right balance between discounts and earnings while keeping deals profitable and closing faster.
Advanced Data Visualization
Get real-time visibility into pipeline quality, deal velocity, pricing discipline, and rep performance to avoid bottlenecks, prevent revenue leakage, and enable data-driven decision making to close more deals profitably.
Shorten cycles with seamless signing and connected workflows.
Built in e-Signature
Close deals faster with integrated DocuSign for quick and secure signatures while also supporting offline signing. The presigned option reduces dependency on internal teams while still enforcing approval rules.
Slack Quote Creation
Generate and send quotes directly from slack with a simple command whether on the web or mobile. The AI takes your message, pulls in deal context and generates a ready-to-send quote which is especially important for reps that are on-the-go.
Everstage Incentives & Planning
Built on a unified data foundation, the Everstage ecosystem seamlessly connects across your revenue systems. Enable smarter sales planning, smoother execution, and incentive programs that reward the right behaviors.
