Configure to WIN

About Configure to WIN

Deep Dive with Clara AI

Configure to WIN is quote control and commercial intelligence software for B2B teams that manage complex quotes, pricing, margins, approvals and commercial decision-making. The platform is built for companies where quoting is more than creating a document. Complex B2B quotes often include product and service bundles, multiple price lists, customer-specific pricing, custom calculations, discount exceptions, margin checks, approval triggers, vendor rebates, incentives and management visibility requirements. Configure to WIN helps sales, pricing, finance and management teams bring these commercial decisions into a structured quote workflow. Teams can use the platform to reduce manual quote checks, improve quote accuracy, define approval logic, control margin and discount exceptions, include rebate impact in deal decisions and understand where quote processes slow down. Key capabilities include quote management, quote automation, price list management, custom pricing calculations, multi-currency pricing, margin analysis, pricing governance, approval workflows, approval matrices, quote validation, price waterfall analysis, quote generation, CPQ analytics and decision tracking. Configure to WIN is especially relevant for MSPs, IT resellers, value-added resellers, distributors, technology providers, software resellers, cloud service providers, cybersecurity providers, manufacturers and industrial equipment companies that need better control over complex B2B quote decisions. Unlike generic proposal tools, Configure to WIN focuses on the commercial logic behind the quote: pricing, margins, rules, approvals, rebates, visibility and traceability.

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Pricing

Free Trial Available
Starts at $499.0. Offers Free-forever plan.
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Platforms Supported

Browser Based (Cloud)

Organization Types Supported

Medium Business
Small Business

API Support

Not available

Modes of Support

Business Hours, Online

Configure to WIN Features

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Proposal Features

Document Audit Trail

Tracks the document signature history and timestamp for legal attestation

Approval Workflow

Allows to route the documents to one or multiple people for seeking their approval

Alert Notifications

Alerts the user when predefined criteria is met

PDF Export

Enables to export the document to PDF file for easy sharing

Collaborative Editing

Invite individuals or team to co-edit the documents, pictures in real-time

Document Analytics

Helps to know the complete insights of a document like who, when and how it is used.

CRM Integration

Automatically sends and receives the relevant information to the CRM Software that helps in time management

Document Library

Central repository to manage your assets like Images, PDF files, etc.,

e-Signature

Electronic Signatures help users to sign their digital documents remotely

Customizable Branding

This feature enables the customization of brand marketing to meet specific requirements and preferences.

Customer Pipeline

Helps to manage sales and business prospects and boosting them down the sales funnel

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Access Control

Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role

Sales Enablement Features

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

Document Management

Ability to store and manage various information and documents in electronic format.

Sales Content Analytics

It provides real-time insights to measure the performance of sales content and optimize for higher sales conversion.

Meeting Management

Helps to plan effective meetings and manage the components of the entire meeting process

Quota Management

To assign, manage sales quotas, and track progress against quotas and optimize them on demand.

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Performance Management

Helps to train, motivate, build accountability to the workforce and measure their outcomes on a timely basis

Goal Management

Helps in setting targets of a team or an individual and track progress to reach the objectives

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Training Management

Automates the documenting processes involved in training management and records the performance of employees during training sessions

Presentation Tools

Helps to create presentations in a short span of time.

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Content Management

Helps you to create and customize your contents to make user and SEO friendly

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Collaboration

Helps you safely share data with only those who matter and enhances your teamwork

Workflow Management Features

Approval & Routing Rules

Workflow Design & Automation

Reporting & Analytics

Performance Tracking

Integration with Business Systems

Process Modeling

Allows to create visual workflow design with drag-and-drop builders for business processes

Task Management

Task management is the process of managing a task through its life cycle, including planning, testing, tracking, and reporting.

Configure to WIN Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription / Quotation Based )

Free Free

Free plan for exploring Configure to WIN with one colleague.
Includes:

Up to 2 users
1 approval group
Unlimited products, price lists, measures, approval rules and quotes
Simulated approval outcomes
Configure to WIN branding
No approval submission
No document generation
No integrations

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Professional $499.00 $499.00 per month

Professional plan for one sales, pricing or finance team. €499 per month or €4,990 per year. Includes:

Up to 10 users
1 approval group
Unlimited products, price lists, measures, approval rules and quotes
Approval submission
Document generation
Customer branding
Basic decision summaries
No integrations
No multi-group approval governance

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Business $1,249.00 $1,249.00 per month

Business plan for one organization with multiple teams and roles. €1,249 per month or €12,490 per year.
Includes:

Unlimited users
Unlimited approval groups
Unlimited products, price lists, measures, approval rules and quotes
Approval submission
Document generation
Integrations
Customer branding
Customer Success Management
Audit trails
Full decision traces

Start Free Trial

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