Customer Snapshot: servicePath LLC

     With Windward, our customers can design compelling solutions and automatically generate proposal and quote documents in minutes, rather than the hours it was taking them previously.”

— Ian Cross, Co-founder

Who They Are

servicePath logoservicePath provides Configure-Price-Quote (CPQ) and Commercial Lifecycle Management software to IT Service Providers, Cloud Providers, MSPs and others.

Their modular platform has been designed for technology service providers to cost, price and design “solutions of simple to complex IT services.” servicePath CPQ (Configure, Price, Quote) provides an entry-level platform, enabling sales and product management teams to deliver compelling, dynamic and personalized quotes. servicePath CLM (Commercial Lifecycle Management) extends the functionality of CPQ across the lifecycle of a service from cost to contract. The company has offices in London and Dubai and clients in Europe, North America, Middle East and Asia.

11-Jun-15 23-22-06What Sets Them Apart

servicePath has many years of experience building and running IT Service Provider organizations, so the company has a deep understanding of the challenges faced by its customers in selling and delivering complex IT services.

How They Use Windward

servicePath uses Windward to generate various process documents, typically Quotes, Proposals, Orders and Product Data Sheets, via Word and Excel templates primarily. The documents contain a mixture of static content, dynamic data such as a bill of materials and pricing, and imported HTML content and images for proposal generation.

servicePath has embedded the Windward Engine into its software so the integration between servicePath and the document generation engine is completely seamless.

How Their Customers Benefit from Windward

Co-founder Ian Cross notes that clients love the ability to easily apply their own brand or the brand of their customers to documents produced by servicePath software.

“With Windward, our customers can design compelling solutions and automatically generate proposal and quote documents in minutes, rather than the hours it was taking them previously.”

Interested in Other Customer Use Cases?

Our newsletter snapshots are short overviews of customers. If you’re looking for a more in-depth examination of how a business or organization has used Windward’s products, check out our online case studies.

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