TermIQ

Configurer le devis (CPQ)

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TermIQ is a dynamic pricing intelligence tool designed for lenders that enables real-time structuring, comparison, and presentation of complex equipment-finance and working-capital transactions during live conversations. Its main features include private-branded proposal generation, instant price calculations based on customizable deal parameters, multi-option payment plans, and seamless integration with customer engagement processes, solving problems related to manual deal structuring, delayed quoting, and inconsistent proposal branding; it is tailored for financial institutions, leasing companies, and sales professionals seeking efficient, transparent, and customer-focused financing negotiations.

TermIQ se trouve dans Configure Price Quote (CPQ) catégories.

Les produits les plus similaires à TermIQ sont :

Intellivy Promu → QuoteIQ → Vertical IQ →

Captures d'écran

Détails

Principales caractéristiques de TermIQ

• Live Pricing
  Price the deal while you are talking to the customer to save time.
• Private Rates
  Keep the customer's interest rate private during the conversation.
• Branded Proposals
  Create proposals with your company logo and information easily.
• PDF and CSV Output
  Generate printable proposals and data files for your records.
• Real Deal Structure
  Price the actual transaction with all details like fees, advances, and seasonal skips.
• White-Label Service
  Create proposals and quotes that look like they are from your own company.
• Easy Deal Management
  Handle the full deal process in one system without extra tools.
• Complex Deal Structure
  Organize complicated transactions with equipment costs, payment terms, and buyout options.
• Compare Payment Options
  See how changing term length, rate, or frequency affects payments instantly.
• Multiple Payment Options
  Provide up to three different payment plans for the customer.
• Instant Option Comparison
  Quickly see how changes impact the deal during the call.
• Seamless Proposal Delivery
  Move from pricing to a ready-to-send proposal without extra work.

Insignes

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Technologies utilisées

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