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Let deals flow.

Selling is hard. Configuring, Pricing and Quoting (CPQ) should be easy.

Great CPQ is the first step in building a high-flow Quote-to-Cash system. Quote-to-Cash (Q2C) is the process that generates cash through sales.

A well-designed CPQ system can help you win deals and lay the foundation for a high-flow Q2C system.

Seller’s Experience

Your sellers deserve a fast, easy, and flexible way to get new proposals into the hands of your prospective clients and current customers. A well-designed CPQ system walks your seller through the process of configuring, pricing and quoting your products and services.

  • They want a flexible and intuitive way to build consistently high-quality proposals.
  • They want a speedy and transparent internal approval process.
  • They want to share their proposal and collaborate with their prospects.
  • They want to be ready for the forecast call. Who has seen the proposal? Have they shared it? Do they have questions?
  • They want fast and easy execution without rounds of emails and attachments with ad hoc or missing version control.

Buyer’s Experience

Winning proposals are clear and actionable. Your buyer is looking for a quote they can quickly and easily understand. A well-designed CPQ system results in fast, accurate proposals that make it easy for your prospects to take action.

  • They want to be able to share your proposal with members of their team.
  • They associate the quality of your proposal with the quality of your products and services.
  • They want a secure and easy way to give feedback, request changes, and receive updates.
  • When they are ready to execute, they are looking for a friction-free path to get started.

CPQ is the foundation for Quote-to-Cash

Effective and efficient Q2C starts with well-designed CPQ. The outputs of your CPQ system are the inputs of your Q2C system.

By getting CPQ right, you can flow the necessary information through your system to: 

  • Create orders which can break down into work orders to be routed to onboarding, delivery, implementation, implementation and billing teams.
  • Create assets that can be serialized, aged and tracked over time.
  • Create entitlements that provide routing and level information to your implementation and support teams.
  • Create and manage subscriptions that can be used to track recurring revenue, performance obligations, renewals dates and more.