CIS Configurator
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.
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Reviews
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- Industry: Wholesale
- Company size: 51–200 Employees
- Used Daily for 2+ years
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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!
- Industry: Oil & Energy
- Company size: 11–50 Employees
- Used Daily for 2+ years
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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.
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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.
- Used Daily for 2+ years
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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
- Industry: Consumer Goods
- Company size: 51–200 Employees
- Used Daily for 2+ years
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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
CIS Configurator FAQs
Below are some frequently asked questions for CIS Configurator.Q. What type of pricing plans does CIS Configurator offer?
CIS Configurator offers the following pricing plans:
- Starting from: USD 595.00/month
- Pricing model: Subscription
- Free Trial: Available
QuoteBuilder starts from $900/month
Q. Who are the typical users of CIS Configurator?
CIS Configurator has the following typical customers:
2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does CIS Configurator support?
CIS Configurator supports the following languages:
English, French, German, Spanish
Q. Does CIS Configurator support mobile devices?
CIS Configurator supports the following devices:
Q. What other apps does CIS Configurator integrate with?
CIS Configurator integrates with the following applications:
SAP Business ByDesign, SAP Business One, SYSPRO
Q. What level of support does CIS Configurator offer?
CIS Configurator offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
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