servicePath vs Tacton

Last Updated:

Our analysts compared servicePath vs Tacton based on data from our 400+ point analysis of CPQ Software, user reviews and our own crowdsourced data from our free software selection platform.

Tacton Software Tool

Product Basics

ServicePath is a sophisticated software solution designed to streamline complex tasks such as Configure, Price, Quote (CPQ) management. It is particularly well-suited for enterprises that deal with intricate sales processes and require a robust tool to enhance efficiency and accuracy. The platform's ability to handle detailed configurations and pricing scenarios makes it invaluable for businesses aiming to optimize their sales operations.

Key benefits of using servicePath include improved quote accuracy, faster turnaround times, and enhanced sales productivity. Popular features encompass dynamic pricing models, customizable templates, and seamless integration with existing CRM systems. Users often highlight the intuitive interface and the significant reduction in manual errors as standout advantages.

Compared to similar products, servicePath is frequently praised for its user-friendly design and comprehensive functionality. Pricing typically falls within a mid-to-high range, often based on the number of users or volume of transactions, with options for monthly or annual payments. This flexibility allows businesses to choose a plan that aligns with their specific needs and budget.

read more...
Tacton is an automated solution that boosts and accelerates sales with quick quote generation, extensive brand-centric proposals and streamlined operational tasks. It configures offerings for sales reps and customers according to specific requirements, reducing sales cycles and ensuring high win rates. Design automation minimizes errors and reduces time spent on repetitive modeling when generating documents, drawings and 3D CAD models. Users can leverage integrations with CRMs and ERPs for smoother workflows.
read more...
$75 Monthly
Get a free price quote
Tailored to your specific needs
Undisclosed
Get a free price quote
Tailored to your specific needs
Small 
i
Medium 
i
Large 
i
Small 
i
Medium 
i
Large 
i
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Increased Sales Efficiency: Automates complex pricing and quoting processes, reducing the time sales teams spend on administrative tasks.
  • Enhanced Accuracy: Minimizes errors in quotes and configurations by using predefined rules and logic, ensuring consistency and reliability.
  • Improved Customer Experience: Provides quick and accurate quotes, enhancing customer satisfaction and trust in your sales process.
  • Scalability: Easily adapts to growing business needs, allowing you to handle an increasing volume of quotes and configurations without additional strain.
  • Data-Driven Insights: Offers analytics and reporting tools that help identify trends, optimize pricing strategies, and make informed business decisions.
  • Seamless Integration: Integrates with existing CRM and ERP systems, ensuring a smooth flow of information across your business operations.
  • Customization: Allows for tailored configurations to meet specific business requirements, providing flexibility and adaptability.
  • Reduced Training Time: Intuitive interface and guided workflows shorten the learning curve for new users, enabling quicker onboarding and productivity.
  • Regulatory Compliance: Ensures that all quotes and configurations adhere to industry standards and regulations, reducing the risk of non-compliance.
  • Cost Savings: Reduces the need for manual intervention and rework, leading to significant savings in operational costs.
read more...
  • Reduced Errors: Rules-based product configuration ensures accuracy and consistency, minimizing costly errors in orders, manufacturing, and delivery.
  • Faster Sales Cycles: Automated configuration and quoting processes accelerate sales cycles, enabling businesses to respond to customer inquiries and generate quotes quickly.
  • Improved Customer Experience: Customers benefit from a streamlined and efficient sales process, receiving accurate quotes and product configurations that meet their specific needs.
  • Increased Sales: By simplifying the sales process and providing accurate product information, Tacton helps businesses increase sales and revenue.
  • Enhanced Efficiency: Automating complex configuration tasks frees up valuable time for sales and engineering teams, allowing them to focus on other important activities.
  • Reduced Costs: Tacton helps businesses reduce costs associated with errors, rework, and inefficient processes.
  • Improved Collaboration: The software facilitates collaboration between sales, engineering, and manufacturing teams, ensuring everyone is working with the same information.
  • Greater Agility: Tacton enables businesses to respond quickly to changing market conditions and customer demands.
  • Data-Driven Insights: The software provides valuable data and insights that can be used to improve product offerings, sales processes, and overall business performance.
read more...
  • Custom Guide: Implement the requirement wizard to guide customers through a unique quoting process to ensure ease of use for customers and businesses. 
  • Quote Processing: Calculate price quotes and facilitate processes seamlessly with automated workflows and a powerful quote engine. 
  • Visibility: View details of deals and configurations on a comprehensive dashboard to see margins, unit costs and discounts. 
  • Diverse Toolset: Create quotes for multiple portfolio options and clone quotes. Generate order forms using templates, document repositories and automated workflows. 
  • Simple Interface: Keep pricing and cost models all in one place without using complicated spreadsheets or coding. Streamline data history into one functional model. 
  • Sales Overview: Review sales efficiencies and view high-level sales reports in real time. Track dashboards to see detailed reports and complete financial overviews for each sale. 
  • Administration: Manage the program with code-free organizational menus and intuitive screen setups. Use assigned roles and permissions to keep information secure. 
  • Integrations: Transfer quote data seamlessly to Salesforce to save time and strengthen data usefulness. 
read more...
  • Pricing Support: Set advanced pricing models with price lists and multiple currencies. Provides time-based service subscriptions. 
  • Quoting: Create proposals, offers, product sheets and user guides in Word, Excel and PDF. 
  • CAD Automation: Auto-generate 2D and 3D CAD drawings for customized product variants. 
    •  Automatically update 3D CAD models after every change. 
    •  Preview multiple results in the CPQ-front end. 
    •  Create CAD documents with a single click. 
    •  Supports formats like STEP, PDF, JPEG and Engineering BOM. 
    •  Provides add-in for Product Model connection with CAD assembly within the system. 
    •  Offers add-ins for Autodesk inventor, PTC Creo and SolidWorks. 
    •  Map drawing without macros, tables or coding. 
    •  Test individual mappings or entire configurations. 
    •  Manage and store CAD documents in the cloud. 
  • Product Configuration: Delivers error-free, constraint-based configurations for complex items and high user loads. 
  • Visual Configuration: Showcase product portfolios through visual configuration and augmented reality. 
    •  Customers can create personalized products or collaborate with sales reps. 
    •  Configure layouts through the drag-and-drop module. 
    •  Facilitates bi-directional communication in real time. 
    •  Configure parametrically by using spatial rules. 
    •  Enables 3D visualizations according to linear and HDR pipeline, dynamic lights, shadow effects and Physical Based Rendering. 
    •  Supports live linking to vendor CPQ sessions via mobile app for iOS. 
    •  Navigate faster through viewpoints. 
    •  Integrate images in quotes. 
    •  Include post-effects like SSAO, Bloom and temporal anti-aliasing. 
    •  Supports browser plug-ins with WebGL. 
    •  Provides a specialized C and M environment complying with exchange file formats like FBX, OBJ, JPG, HDR, PNG. 
  • Integrations: Use open API to integrate with Salesforce, SAP CRM and ECC, Microsoft Dynamics, Enovia PLM, and e-commerce platforms. 
  • Analytics: Uncover product, business and margin insights through the integrated analytical module. Gain an overview of bill of materials information, client needs, quote versions and sales cycles. Design region-, customer- and market-specific configurations, and reduce portfolio junk. 
  • Omnichannel Sales: Deliver a uniform, personalized buying experience across direct, reseller and online channels. Provides guided selling, online configurations, customer self-service and multi-lingual support options. 
  • Design Automation: Automatically generate configuration-specific 2D and 3D models within the CAD module through integrated design automation. Customize and update products with customer-centric add ons and intuitive rules. Available for Solidworks, AutoDesk, PTC Creo and Inventor.  
read more...

Product Ranking

#20

among all
CPQ Software

#28

among all
CPQ Software

Find out who the leaders are

Analyst Rating Summary

50
72
0
17
55
50
80
60
Show More Show More

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

servicePath
Tacton
+ Add Product + Add Product
AI-Based Capabilities Contract Management Dashboard And Reporting Mobile Capabilities Platform Capabilities And Security Price Management Product Configurator And Catalog Management Quote Management 0 55 80 19 67 57 38 62 17 50 60 86 92 89 65 74 0 25 50 75 100
0%
0%
100%
17%
0%
83%
55%
0%
45%
45%
0%
55%
80%
0%
20%
60%
0%
40%
17%
0%
83%
83%
0%
17%
67%
0%
33%
92%
0%
8%
54%
0%
46%
85%
0%
15%
35%
0%
65%
59%
0%
41%
63%
0%
37%
68%
0%
32%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

36%
0%
64%
73%
0%
27%

User Sentiment Summary

Excellent User Sentiment 9 reviews
Great User Sentiment 72 reviews
97%
of users recommend this product

servicePath has a 'excellent' User Satisfaction Rating of 97% when considering 9 user reviews from 2 recognized software review sites.

87%
of users recommend this product

Tacton has a 'great' User Satisfaction Rating of 87% when considering 72 user reviews from 4 recognized software review sites.

n/a
4.4 (37)
4.9 (8)
4.3 (12)
n/a
4.4 (21)
4.55 (1)
3.0 (2)

Awards

servicePath stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

we're gathering data

Synopsis of User Ratings and Reviews

Guided Selling: Users found that servicePath's guided selling feature helps sales teams quote complex products, ensuring they don't miss crucial components or make configuration errors. This leads to faster quote generation and a smoother sales process.
Streamlined Approval Processes: servicePath's automated approval workflows expedite the quote approval process, eliminating bottlenecks and reducing the time it takes to get quotes finalized and out the door.
Improved Accuracy: Users appreciate that servicePath minimizes errors in quotes and orders, leading to improved customer satisfaction and reduced costs associated with fixing mistakes.
Show more
Guided Selling: Instead of sifting through endless product options, users appreciate Tacton's ability to guide them towards the right solution by asking relevant questions and narrowing down choices based on their specific needs.
Visual Configuration: The platform's visual product configurator allows users to see their customized products come to life in real-time, providing a clear understanding of what they're getting and reducing the risk of errors or misunderstandings.
Streamlined Quoting: Generating quotes and proposals is a breeze with Tacton, as it automates calculations, ensures accuracy, and allows for easy customization to meet individual customer requirements.
Integration Capabilities: Tacton seamlessly integrates with existing CRM and ERP systems, eliminating the need for manual data entry and ensuring data consistency across platforms.
Show more
Complex Configuration: Users have reported that setting up and configuring servicePath can be a complicated process, especially for complex product and service catalogs.
Limited Customization: Some users have expressed frustration with the limited customization options available within servicePath, making it difficult to tailor the platform to their specific business needs.
Integration Challenges: Integrating servicePath with existing CRM or ERP systems has proven to be challenging for some users, leading to data silos and workflow inefficiencies.
Show more
Steep Learning Curve: Users report that Tacton can be challenging to learn due to its complex configuration options and extensive feature set. The initial setup and ongoing maintenance often require specialized knowledge or external consultants, which can be a barrier for smaller businesses or those with limited IT resources.
Customization Challenges: While Tacton offers a high degree of customization, some users find the process to be cumbersome and time-consuming. Adapting the platform to specific business requirements may involve intricate configurations and coding, potentially leading to delays and increased implementation costs.
Integration Complexity: Integrating Tacton with existing CRM, ERP, or other enterprise systems can pose challenges due to the platform's intricate data structures and APIs. Ensuring seamless data flow and process synchronization between different systems may require significant technical expertise and ongoing maintenance.
Show more

Is servicePath the right path for your business? Recent user reviews suggest that servicePath is a strong contender in the CPQ market, particularly for businesses with complex quoting needs. Users praise its intuitive interface and robust functionality, highlighting its ability to handle intricate product configurations and automate approval workflows. For example, one user noted that servicePath enabled their sales team to generate accurate quotes for highly customized products in minutes, a process that previously took days. This time savings, users report, translates to faster sales cycles and improved customer satisfaction. However, some users have pointed out limitations with servicePath's customization options and occasional performance issues. While the software excels at managing complex quotes, tailoring it to specific business processes can be challenging. Additionally, a few users have reported occasional slowdowns, particularly when dealing with large datasets. Despite these drawbacks, users generally agree that servicePath's strengths outweigh its weaknesses, making it a valuable tool for businesses looking to streamline their sales processes and improve quoting accuracy. Its suitability is particularly pronounced for companies with complex product offerings and a need for efficient quote generation, as its automation capabilities significantly reduce time-to-quote and minimize errors.

Show more

Tacton has garnered positive feedback for its ability to handle complex product configurations and pricing rules, particularly in industries like manufacturing and engineering. Users appreciate the platform's flexibility and customization options, allowing them to tailor it to their specific needs. The ability to create and manage complex pricing models, including discounts, promotions, and bundles, is a significant advantage. Tacton's integration capabilities with other enterprise systems, such as CRM and ERP, streamline data flow and improve efficiency. Some users have noted that the initial setup and configuration process can be intricate, requiring careful planning and potentially additional support. Compared to similar products, Tacton stands out for its robust configuration engine and ability to handle intricate product structures. Its strength lies in managing complex pricing rules and calculations, making it suitable for businesses with diverse product offerings and pricing strategies. While some users find the interface less intuitive than competitors, they acknowledge the platform's power and flexibility once mastered. Tacton's focus on configuration and pricing makes it ideal for companies with complex products and pricing models, particularly in industries like manufacturing, engineering, and high-tech. Its ability to streamline sales processes, improve quote accuracy, and reduce errors makes it a valuable tool for businesses seeking to enhance sales efficiency and customer satisfaction.

Show more

Screenshots

Top Alternatives in CPQ Software


Configure One

Conga CPQ

Experlogix

IBM Sterling CPQ

Infor CPQ

Oracle CPQ

Powertrak

Pros

QuoteWerks

Salesforce CPQ

SAP CPQ

Tacton

Vendavo

Verenia

Related Categories

Head-to-Head Comparison

WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more...

Compare products
Comparison Report
Just drag this link to the bookmark bar.
?
Table settings