Does Tabs offer Quoting/CPQ functionality?

Summary / Introduction

This article explains Tabs' current stance on Quoting/Configure, Price, Quote (CPQ) functionality and provides recommendations for merchants seeking these features.

Tabs and CPQ Functionality

Currently, Tabs does not offer built-in Quoting/CPQ functionality. Here's what you need to know:

• Flexibility: Tabs remains flexible and agnostic to quoting tools, allowing us to support a wide range of use cases and integrate with various third-party solutions.

• Integration: Tabs works well alongside popular quoting tools without requiring structured data input.

Recommendations

For merchants requiring CPQ functionality, we recommend considering the following options:

• Salesforce: A comprehensive CRM solution with robust CPQ capabilities.

• PandaDoc: Offers document automation and e-signatures, including quote generation.

• DocuSign: Known for e-signatures, also provides CPQ solutions.

These tools can be used in conjunction with Tabs to cover your CPQ needs while maintaining a streamlined workflow.

Tips & Best Practices

• Integration assessment: When choosing a CPQ tool, consider how well it integrates with Tabs and your existing tech stack.

• Workflow optimization: Look for ways to automate the transfer of data between your chosen CPQ tool and Tabs to minimize manual data entry.

Future Considerations

While CPQ functionality is not currently on our roadmap, we continually evaluate our offerings based on merchant needs. We may revisit this feature in the future if there's significant demand from our user base.