Implementation Services for CPQ

Have the right mix of packaged services designed to enable you to carry out the implementation entirely on your own, if that is the best approach for you.

Service Offering


Quick Start Get a jump start on your implementation

  • Project Milestones
  • Workbooks
  • Workflow
  • Custom Tables
  • Quote Documentation
  • CRM Integration
General Physical Get a check-up and get on a sound exercise routine

  • Review implementation
  • Review Product Documentation and communication to Admin (workbooks)
  • Review Quote documentation
  • Review Workflow
  • Review Catalog change process
  • Review Pain points
Catalog Workshop
  • Catalog Structure
  • Simple products
Configuration Workshop
  • Attributes
  • Complex Products
Sales Workflow Workshop
  • Complex sales workflow
Approval Discounting Workshop
  • Complex Discounting and approval process
CRM Workshop
  • Integration with Salesforce, Seibel CRM OnDemand
Integration Workshop
  • Links to other systems using POST and PRE actions
Branding Workshop
  • XSLT Templates
Output Documentation Workshop
  • Quote Documents
  • Terms and Conditions Documents
  • Specification Documents