Quote Management (CPQ)

Streamline your quoting process with Configure, Price, Quote (CPQ) capabilities. Ensure every quote is accurate, compliant, and profitable.

Features

Product Configuration

handle complex product logic and dependencies.

• Bundles: Group products together (e.g., "New Employee Laptop Kit").
• Exclusion Rules: Prevent selling incompatible items (e.g., "Wall Mount" requires "TV").
• Attributes: Select Size, Color, Capacity, etc.

Pricing Engine

Advanced pricing logic beyond simple list prices.

• Volume Discounts: 10% off for 100+ units.
• Contract Pricing: Special negotiated rates for specific accounts.
• Subscription Pricing: Monthly vs. Annual billing options.

Quote Generation

Create professional PDF proposals in one click.

• Templates: Branded headers, footers, and terms & conditions.
• E-Signature: Send directly to the customer for digital signature.

Process Flow

1. Opportunity: Sales rep identifies a deal.
2. Configure: Rep selects products and options.
3. Price: System calculates total based on rules.
4. Approvals: Quote usually requires finance approval.
5. Proposal: PDF sent to customer.
6. Order: Converted to an Order upon signature.