CIS Configurator Features

CIS Configurator

Web-based CPQ solution for small businesses

4.73/5 (15 reviews)

CIS Configurator Feature Summary

  • Automatic reminders
  • Bills of material
  • CRM and ERP integrations
  • Branding
  • Multi-currency support
  • Product customization
  • Quote management
  • Rule-based configuration
  • Sales reporting
  • Discount management
  • Document management
  • Currency converter
  • Import and export items
  • Drag & drop interface
  • Pre and post tax adjustments
  • API
  • Custom pricing options
  • Role-based permission
  • Assign categories for product range

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CIS Configurator Feature Reviews

14 reviewers had the following to say about CIS Configurator's features:

Don Li

CIS configurator is helpful simplifying our day-to-day job and the service is always excellent.

2016-03-16

CIS integrates tools into SAP B1 interface, we don't need to create BOM (Bill of Materials) for each order, CIS configuration can automatically create BOM during Sales order process.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Mark Traylor

Copier Builder

2012-01-06

If you have a application for a product that requires different items to build. You should let CIS show you how they can increase your productivity the way they have ours. They have a very knowledge group that can build a solution for you.

Pros

We can now make sure the sales team is following up on quotes and sales.

Cons

Haven't found any cons.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Max Mueller

This system does everything I need it to and more

2015-05-29

The upload and export Excel feature made importing all of my items, descriptions, pricing, customer info, etc very easy.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Kate Lockwood

Working with CIS Configurator & Quote Builder

2013-03-22

If you are considering purchasing a quote builder/configurator program I would highly recommend CIS to be your partner.

Pros

Providing our dealers with a state of the art program that allows them to quickly and accurately quote trailers to their retail customers is key to their success and ours. The sales management tool also provides our dealers with a great way of measuring the success of their sales team.

Cons

Depending on the nature of your business and how you plan to use the program the investment in time can be extensive.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Mark Traylor

QuoteBuilder

2013-11-18

We can now make sure the sales team is following up on quotes and sales.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Kate Lockwood

Bravo Trailers QuoteBuilder

2013-09-24

Providing our dealers with a state of the art program that allows them to quickly and accurately quote trailers to their retail customers is key to their success and ours. The sales management tool also provides our dealers with a great way of measuring the success of their sales team.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Diana Rodriguez

Only wish it was bi-lingual

2015-07-07

Pros

*easy to add and remove items *fast product import and export *friendly navigation

Cons

*we depend to much on Navigator to get changes made *need a bi-lingual system

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Complete Information Solutions


Diana,
Gracias por escribir una reseña para CIS Configurator.

You mentioned Navigator Business Solutions, a major partner representing SAP Business By Design ERP which CIS Configurator is integrated with.
Thanks again
ST

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Tom Mullins

Customer review of the CIS configurator

2011-09-28

I would definitely recommend this software for businesses looking to increase the speed and productivity of their sales force.

Pros

Very responsive team of developers and sales people.

Cons

Newer software package, may need customization to fit your application.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Jason Killelea

The only way to work with millions of SKU's

2015-05-30

CIS was able to work with CIM Pool PPS to facilitate a custom integration allowing VLT to create Configuration Models which include all of the components for the multiple BoM's which are then imported into PPS One and interpreted into PPS One standard Resource Lists.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Curtis Martin

Quote Builder works as advertised.

2015-05-28

Standard Quoting is Standard Quoting, but when tied to the Configurator your Sales Team are free to no longer remember Product Codes, but answer the questions and let the system resolve those questions and answers to the Products you sell.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Scott Meier

CIS Configurator

2019-06-13

We migrated from an excel-based quoting system to the CIS Configurator about 3 years ago. We use this application to configure and quote complex engineering systems. The Configurator was able to handle the logic that was previously handled using complex excel formulas and look-up tables. Salespeople are able to learn the system quickly - we have over 100 users with a variety of technical and non-technical backgrounds. Overall, we're very happy with the software.

Pros

Easy to get up and running; very reliable - virtually 100% up-time in 3 years of use; excellent customer service.

Cons

As with any software, it was not always able to perfectly reproduce our legacy processes. However, we were always able to find an acceptable alternative.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Guillermo Fierro

User friendly but it has show problems in the past such as no connectivity or slows down a lot.

2017-11-16

Faster quotation process.

Pros

Easy to use, it takes you step by step, it has and does everything I need for quotation purposes and lets me convert my files in to pdf easily.

Cons

Slows down a lot some times, once you select an item and press continue or ok it takes a long time to show the next window of options, we've experience connectivity problems as well.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Complete Information Solutions


Hi Guillermo, Thank you for your feedback.
As you may know the ERP partner you work with had the CIS instance hosted on one of their servers connected to the ERP you use. At the request of your management, the instance was transferred to one of our production servers in Arizona and we have heard that connectivity is now as it should be and everyone is more than pleased..
Thank you once again.
Regards
Steve

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Frank Alcala

CIS Quote Builder - Amcor

2015-05-28

The software provided by CIS is extremely easy to use and quite intuitive.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Terry O'Neill

Our system has never let us down. CIS is right there whenever we need them to answer questions

2017-10-22

Most of our competitors do not have a quoting system. Next to our outstanding product lines, this has added the support our accounts need to be successful and close deal much faster.

Pros

Easy to follow, it's fast and very detailed.

Cons

Would love to tailor to our largest accounts. Meaning, the ability to create a package, which most have an exclusive package for their dealership, but none of the other dealers can use or see it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more