Overview
Discover how HIC Global Solutions transformed Asset Panda’s quoting system, significantly improving efficiency, compliance, and accuracy in the asset management industry.
What You Need to Know
Salesforce CPQ, a popular quoting and pricing tool helps sales teams generate
Why It Matters
Why it matters Para
How HIC Helped
HIC Global Solutions tailored Salesforce CPQ, introducing new processes and functionality, and Conga integration for a streamlined quoting process.
Overview
Discover how HIC Global Solutions transformed Asset Panda’s quoting system, significantly improving efficiency, compliance, and accuracy in the asset management industry.
What You Need to Know
Salesforce CPQ, a popular quoting and pricing tool helps sales teams generate
Why It Matters
Why it matters Para
How HIC Helped
HIC Global Solutions tailored Salesforce CPQ, introducing new processes and functionality, and Conga integration for a streamlined quoting process.
About the Company
Asset Panda is a leading cloud-based asset management software company based out of Frisco, Texas. Founded in 2013, this company helps businesses track and manage their assets.
Asset Panda offers a variety of features, including asset tracking, maintenance management, and reporting, catering to a vast range of industries such as construction, healthcare, education, and government.
As a cloud-based service provider, Asset Panda is known for its ease of use and accessibility from everywhere.
About the Company
Asset Panda is a leading cloud-based asset management software company based out of Frisco, Texas. Founded in 2013, this company helps businesses track and manage their assets.
Asset Panda offers a variety of features, including asset tracking, maintenance management, and reporting, catering to a vast range of industries such as construction, healthcare, education, and government.
As a cloud-based service provider, Asset Panda is known for its ease of use and accessibility from everywhere.
Challenges Faced
Asset Panda, a prominent company in its industry, recognized the need to streamline its operations and improve its quoting process.
Challenges Faced
Asset Panda, a prominent company in its industry, recognized the need to streamline its operations and improve its quoting process.
Challenges Faced
Asset Panda, a prominent company in its industry, recognized the need to streamline its operations and improve its quoting process.
They were facing issues with
Solutions Proposed
When brought in to address specific requirements related to quoting, approvals, taxation, product calculation, and document management, the developers at HIC Global Solutions offered customization of the Salesforce CPQ (Configure, Price, Quote) platform for streamlined quoting and taxation functionalities.
Here is a rundown of the solution offered:
New Tax Functionality for Accurate calculation
Created a Tax functionality button within CPQ for accurate calculation and application of taxes on each quote line item.
It enables users to add tax information to individual product line items on quotes, ensuring compliance with tax regulations.
Conga Integration for faster document signing
Integrated Conga, a leading document generation and e-signature platform, to capture electronic signatures for authorization of quotes by allowing users to digitally sign and approve documents.
Technology Used: Salesforce CPQ and Conga
Solutions Proposed
When brought in to address specific requirements related to quoting, approvals, taxation, product calculation, and document management, the developers at HIC Global Solutions offered customization of the Salesforce CPQ (Configure, Price, Quote) platform for streamlined quoting and taxation functionalities.
Here is a rundown of the solution offered:
New Tax Functionality for Accurate calculation
Created a Tax functionality button within CPQ for accurate calculation and application of taxes on each quote line item.
It enables users to add tax information to individual product line items on quotes, ensuring compliance with tax regulations.
Conga Integration for faster document signing
Integrated Conga, a leading document generation and e-signature platform, to capture electronic signatures for authorization of quotes by allowing users to digitally sign and approve documents.
Technology Used: Salesforce CPQ and Conga
Solutions Proposed
When brought in to address specific requirements related to quoting, approvals, taxation, product calculation, and document management, the developers at HIC Global Solutions offered customization of the Salesforce CPQ (Configure, Price, Quote) platform for streamlined quoting and taxation functionalities.
Here is a rundown of the solution offered:
The solutions which we offered to them
- New Tax Functionality for Accurate calculation
- Conga Integration for faster document signing
Created a Tax functionality button within CPQ for accurate calculation and application of taxes on each quote line item.
It enables users to add tax information to individual product line items on quotes, ensuring compliance with tax regulations.
Integrated Conga, a leading document generation and e-signature platform, to capture electronic signatures for authorization of quotes by allowing users to digitally sign and approve documents.
Technology Used: Salesforce CPQ and Conga
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