CIS Configurator

RATING:

4.8

(14)

About CIS Configurator

CIS Configurator is a cloud-based tool for large and midsize manufacturing businesses. It helps automate configuring, pricing and quote generation. It can operate as a standalone solution using its own SQL database or integrate with other applications. On-premise deployments are also available. The Quotebuilder module allows users to automate the quoting process for sales personnel, resellers, dealers and customers. Quotes containing configured items and stock data can be created, edited, revised and copied and are stored in a central database. Documents can also be uploaded. Multi-currency support and conversion price lists are also provided. The Configurator module enables users to import and export items and item features, descriptions, prices and answers t...
CIS Configurator is made up of three components, The ModelBuilder which is where your product expert embeds all the rules and logic of your products, The quotebuilder which is a web portal allowing the users to create quotes and orders

CIS Configurator Reviews

Overall Rating

4.8

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

5

Functionality

4.5

Most Helpful Reviews for CIS Configurator

1 - 5 of 14 Reviews

Kate

Wholesale, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2022

Why CIS?

Working with [SENSITIVE CONTENT] is always a pleasure. I would highly recommend CIS for your configurator needs.

PROS

This program is a “state of the art” configurator and sales management tool giving you a centralized place to create and manage your sales quotations, orders and change orders. Your customer will receive a professional quotation within minutes using this program. All you need is the internet. Why use Quote Builder? 1. 24/7 easy and accurate quoting, ordering and change orders. 2. Your time is valuable make your sales team and dealership more efficient and profitable. 3. Eliminates searching through dealer book. 4. One stop access for managing all your quotes and orders. 5. Up to date “real time” pricing and option availability. 6. Provide a professional detailed quote with your logo, dealer add-ons, licensing, shipping and final pricing in minutes. 7. Beating your competition with fast quotes means closing more sales. 8. Custom trailer orders and special requests will be reviewed with a push of a button. 9. Photos of models and options are a great sales tool to use with your customers. 10. Order your trailer with a push of one button This program will assist your sales team in learning your product lines and give them opportunities to add features that they may not think to ask while speaking with retail customers. All quotes can be created, edited, e-mailed to customer, and ordered with ease. As a sales manager you will have the capability of tracking your sales team. Benefits internally within your organization will include time savings and efficiencies for your sales team.

CONS

Any issues I had while building my models in the configurator were quickly overcome with the customer service I received. CIS is consistently making the product better. I would mention that photo uploads are not tied to product or option codes meaning it is time consuming.

Vendor Response

K - Thank you for you review. Can you believe it's been 10 years since you came on board as a customer, Thank you!

Replied August 2022

Guillermo

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed November 2017

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

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.

Vendor Response

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

Replied November 2017

Curtis

Used free trial

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

CUSTOMER SUPPORT

5

Reviewed May 2015

Quote Builder works as advertised.

Pros: Quote Builder works as advertised. The integration of Quote Builder to Model Builder and the configurations is what sold us on the tool. 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. CIS has been a great partner in adding customizations to fit our needs. Whereas nothing is free in this world, their prices for customizations and changes are not out of line. Cons: Our only complaint has been the inability to customize our own Quote forms to fit our needs. Any changes need to go through CIS to get the forms as we need or to add new ones.

Scott

Oil & Energy, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed June 2019

CIS Configurator

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.

Terry

Consumer Goods, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed October 2017

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

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. The system will not allow a user that is not as experienced, build a quote that will cost the dealer money because some selected options require other mandatory features.

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.