Configure Price Quote
Rules and Approval Workflow
The CPQ product catalog is powered by a robust rules engine, enabling each product to have an unlimited amount of data associated with it, such as size, color, dimensions, and features. Apply these rules to generate customized looks for each product within the same catalog. The appearance can even change according to user type.
Automated and streamlined approvals
Automate and streamline your approval process while protecting margin. Quotes trigger an approval process if they exceed discount thresholds or include nonstandard terms. Pricing concessions are either automatically granted, or if they violate your margin or other rules, they are automatically routed for approvals. CPQ places no limitations on the quantity of approval workflows. This flexibility minimizes delays in negotiations.
Support for complex pricing and discounting rules
The CPQ pricing engine supports virtually every pricing scenario, including complex mathematical formulas that have external data calls, such as interest rates and commodity prices. Whether your business requires thousands of variables or only a few, CPQ will provide an equally simple experience for your users.
Use business rules to adjust the user interface and enhance the user experience. The user interface can use any number of attributes in any way, order, layout, in any number of tabs, and with any type of graphical element, including radio button, dropdown, image, free input, validated input, list box, checkbox, and tab. Don’t make your sales reps adapt to CPQ. Instead, CPQ will adapt to you.