CIS Configurator

CIS Configurator

4.8 (13)
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Web-based CPQ solution for small businesses

About CIS Configurator

CIS Configurator is a web-based CPQ (configure, price and quote) solution that helps sales teams accelerate the overall selling process. The solution is suitable for small and midsize sales teams across various industry sectors including engineering, transport, and manufacturing. With CIS Configurator, sales personnel can have full visibility of their pricing strategy and can generate customizable quotes for their customers.

CIS Configurator is an integrated suite comprising CIS QuoteBuilder, Configurator and ModelBuilder applications. With CIS Configurator, businesses can build instant quotations for their clients based on the product quantity ordered. The software helps businesses to create multiple pricing strategies and offers options to add discounts, promotion offers, and taxes within the quotation. With the inbuilt currency converter, businesses can generate quotations in multiple currencies to meet global requirements.

CIS Configurator is capable of storing every quotation document in a centralized place for quick retrieval. Sales personnel can also attach supporting documents such as product catalogs, business agreements and invoices to the quotations prior to sharing them with customers. Businesses can establish their pricing rules in the ModelBuilder application. The tool ensures that every quotation complies with the defined standards.

CIS Configurator also offers an API for integration with existing business applications, such as ERP and CRM applications. This allows businesses to streamline the information flow and eliminate multiple data entry efforts. The solution can be hosted remotely on a third-party cloud service or can be installed on-premises.


Key benefits of CIS Configurator

• CIS Configurator offers a web-based quote management application that helps to manage every aspect of the quoting process for both internal and external sales personnel, resellers and distributors.

• Users can add various configurable items including pre and post-tax adjustments, discounts, markups and other adjustments to the final quotation and manage entire calculations in a single output.

• The solution allows businesses to define a pricing strategy that can be made uniform for every team member within the organization.

• CIS Configurator comes with pricing behavior intelligence features that help determine the best pricing for the customer for a given order size.

• With inbuilt analytics tools, sales teams can draw insights on the highest selling products, the most favored pricing structure, and the performance of sales teams.


Images

CIS Configurator Software - Our worldwide customers, with a few users to hundreds, create Billions of $£€’s of business. Take advantage of a robust and tested solution, containing extensive features. CIS Configurator is easy to use, flexible, scalable, powerful & affordable.
CIS Configurator Software - CIS Configurator is one application for all your quoting and ordering needs. With a built-in intuitive logic builder, allowing you to embed the most complex of rules and conditions, you can guarantee when an order is obtained, you know you can build it
CIS Configurator Software - DEFINE RULES - Our intuitive logic builder is used by your product expert, embedding all of your product rules, ensuring only accurate products can be correctly built & priced. Minimal training (10hrs) backed up by our online media, videos and how to’s.
CIS Configurator Software - CONFIGURE – The user is presented with a list of questions & answers that abide by all the rules & logic set up by the product expert in ModelBuilder. Any combination of answers selected by the user generates the correct items, prices & Bills of Materials
CIS Configurator Software - QUOTE - Generate, Sales Quotes & Orders quickly & easily containing endless variations; Assign price lists to customers, dealers and distributors. Using CIS Configurator ensures only valid products can be ordered. Analytical report generator included
CIS Configurator Software - TECHNICAL – We offer two types of license, Perpetual & Subscription; Deployed on our production servers, we take care of everything from, deployment to disaster recovery plan. OR if you have your own infrastructure, we can install on your windows server.
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CIS Configurator video
CIS Configurator video
CIS Configurator Software - Our worldwide customers, with a few users to hundreds, create Billions of $£€’s of business. Take advantage of a robust and tested solution, containing extensive features. CIS Configurator is easy to use, flexible, scalable, powerful & affordable.
CIS Configurator Software - CIS Configurator is one application for all your quoting and ordering needs. With a built-in intuitive logic builder, allowing you to embed the most complex of rules and conditions, you can guarantee when an order is obtained, you know you can build it
CIS Configurator Software - DEFINE RULES - Our intuitive logic builder is used by your product expert, embedding all of your product rules, ensuring only accurate products can be correctly built & priced. Minimal training (10hrs) backed up by our online media, videos and how to’s.
CIS Configurator Software - CONFIGURE – The user is presented with a list of questions & answers that abide by all the rules & logic set up by the product expert in ModelBuilder. Any combination of answers selected by the user generates the correct items, prices & Bills of Materials
CIS Configurator Software - QUOTE - Generate, Sales Quotes & Orders quickly & easily containing endless variations; Assign price lists to customers, dealers and distributors. Using CIS Configurator ensures only valid products can be ordered. Analytical report generator included
CIS Configurator Software - TECHNICAL – We offer two types of license, Perpetual & Subscription; Deployed on our production servers, we take care of everything from, deployment to disaster recovery plan. OR if you have your own infrastructure, we can install on your windows server.

Not sure about CIS Configurator? Compare with a popular alternative

CIS Configurator

4.8 (13)
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Starting Price

USD 595.00
month
EUR 30.00
month

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Value for Money

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Reviews

Overall rating

4.8 /5
(13)
Value for Money
4.8/5
Features
4.4/5
Ease of Use
4.7/5
Customer Support
4.9/5

Already have CIS Configurator?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 13
Kate
Overall rating
  • Industry: Wholesale
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Why CIS?

Reviewed on 09/08/2022

Working with [SENSITIVE CONTENT] is always a pleasure. I would highly recommend CIS for your...

Working with [SENSITIVE CONTENT] is always a pleasure. I would highly recommend CIS for your configurator needs.

Pros

This program is a “state of the art” configurator and sales management tool giving you a centralized place to create and manage your sales quotations, orders and change orders. Your customer will receive a professional quotation within minutes using this program. All you need is the internet.
Why use Quote Builder?
1. 24/7 easy and accurate quoting, ordering and change orders.
2. Your time is valuable make your sales team and dealership more efficient and profitable.
3. Eliminates searching through dealer book.
4. One stop access for managing all your quotes and orders.
5. Up to date “real time” pricing and option availability.
6. Provide a professional detailed quote with your logo, dealer add-ons, licensing, shipping and final pricing in minutes.
7. Beating your competition with fast quotes means closing more sales.
8. Custom trailer orders and special requests will be reviewed with a push of a button.
9. Photos of models and options are a great sales tool to use with your customers.
10. Order your trailer with a push of one button
This program will assist your sales team in learning your product lines and give them opportunities to add features that they may not think to ask while speaking with retail customers. All quotes can be created, edited, e-mailed to customer, and ordered with ease.
As a sales manager you will have the capability of tracking your sales team.
Benefits internally within your organization will include time savings and efficiencies for your sales team.

Cons

Any issues I had while building my models in the configurator were quickly overcome with the customer service I received. CIS is consistently making the product better. I would mention that photo uploads are not tied to product or option codes meaning it is time consuming.

Response from Complete Information Solutions

K - Thank you for you review. Can you believe it's been 10 years since you came on board as a customer, Thank you!

Scott
Overall rating
  • Industry: Oil & Energy
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

CIS Configurator

Reviewed on 13/06/2019

We migrated from an excel-based quoting system to the CIS Configurator about 3 years ago. We use...

We migrated from an excel-based quoting system to the CIS Configurator about 3 years ago. We use this application to configure and quote complex engineering systems. The Configurator was able to handle the logic that was previously handled using complex excel formulas and look-up tables. Salespeople are able to learn the system quickly - we have over 100 users with a variety of technical and non-technical backgrounds. Overall, we're very happy with the software.

Pros

Easy to get up and running; very reliable - virtually 100% up-time in 3 years of use; excellent customer service.

Cons

As with any software, it was not always able to perfectly reproduce our legacy processes. However, we were always able to find an acceptable alternative.

Curtis
Overall rating
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support

Quote Builder works as advertised.

Reviewed on 28/05/2015

Pros:
Quote Builder works as advertised. The integration of Quote Builder to Model Builder and the...

Pros:
Quote Builder works as advertised. The integration of Quote Builder to Model Builder and the configurations is what sold us on the tool. Standard Quoting is Standard Quoting, but when tied to the Configurator your Sales Team are free to no longer remember Product Codes, but answer the questions and let the system resolve those questions and answers to the Products you sell. CIS has been a great partner in adding customizations to fit our needs. Whereas nothing is free in this world, their prices for customizations and changes are not out of line.

Cons:
Our only complaint has been the inability to customize our own Quote forms to fit our needs. Any changes need to go through CIS to get the forms as we need or to add new ones.

Guillermo
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

User friendly but it has show problems in the past such as no connectivity or slows down a lot.

Reviewed on 16/11/2017

Faster quotation process.

Faster quotation process.

Pros

Easy to use, it takes you step by step, it has and does everything I need for quotation purposes and lets me convert my files in to pdf easily.

Cons

Slows down a lot some times, once you select an item and press continue or ok it takes a long time to show the next window of options, we've experience connectivity problems as well.

Response from Complete Information Solutions

Hi Guillermo, Thank you for your feedback.
As you may know the ERP partner you work with had the CIS instance hosted on one of their servers connected to the ERP you use. At the request of your management, the instance was transferred to one of our production servers in Arizona and we have heard that connectivity is now as it should be and everyone is more than pleased..
Thank you once again.
Regards
Steve

Tony
Overall rating
  • Industry: Consumer Goods
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

CIS Configurator

Reviewed on 12/06/2019

For our business this software has been a great.

For our business this software has been a great.

Pros

Usability., Customization to fit Products and uses

Cons

Cannot Comment as there is really nothing I do not like.

Response from Complete Information Solutions

Tony, Thank you for taking the time to add your comments, it's very much appreciated.
We enjoy working with you and your team and look forward to exciting times ahead.
Thanks again.
Steve

Showing 5 reviews of 13 Read all reviews

CIS Configurator FAQs

Below are some frequently asked questions for CIS Configurator.

CIS Configurator offers the following pricing plans:

  • Starting from: USD 595.00/month
  • Pricing model: Subscription
  • Free Trial: Available

QuoteBuilder starts from $900/month

CIS Configurator has the following typical customers:

2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

CIS Configurator supports the following languages:

English, French, German, Spanish

CIS Configurator supports the following devices:

CIS Configurator integrates with the following applications:

SAP Business ByDesign, SAP Business One, SYSPRO

CIS Configurator offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

See all software categories found for CIS Configurator.