Overview & Features

Configuration

Product Configuration

Configure complex or simple systems containing multiple products and services. Create bills-of-material (BOM) and routings based on configurator choices.

Guided Selling

Lead your users to the optimal products and options based on customer needs. Promote product upsells and cross-sells.

Rules-Driven Search

Present users with only those products that are appropriate to their region, business unit, or quoting scenario.

Pricing

Price complex products based on features and options. Ensure 100% quote and order price accuracy with automated pricing rules and validations.

Discounting

Apply customer, channel, volume, and product-specific discounts. Enforce margin discipline on manual discounts.

Approvals Workflow

Route orders for review and approval. Ensure commercial viability and eliminate approval bottlenecks with automated workflow.

Quoting

Proposal Management

Create, customize, and brand proposals for your sales reps and channel partners. Present professional, accurate documents to customers in seconds.

eSignature

Eliminate paper-based quoting, faxing, and scanning. Enable customers to sign online and close the deal faster.

Order Execution

Generate orders in one click by converting quotes. Submit orders for execution real-time to your choice of the 20 most popular ERP systems.

CPQ for Midsize

Tailored CX Suite

An integral part of the CX Suite for Midsize, CPQ helps mid-size businesses optimize the lead-to-cash process and build better experiences for customers throughout the customer lifecycle.

Improve Sales Efficiency

Increase order sizes by improving cross-sell and upsell compliance. Eliminate product selection and pricing errors. Propel new sales reps to productivity faster.