CPQ simplifies and enhances your Configure, Price, Quote (CPQ) process. You'll find advanced features for configuring complex products, optimising pricing strategies, and accurately generating quotes.
For a streamlined version for businesses with simpler CPQ requirements, try CPQ Light. CPQ Light has the same features as CPQ except Product Search, Max Discount and Product Custom Fields per Category.
Key features:
- Product Search: Search your catalogues and find products based on their properties, to identify the most suitable options for your customers
- Max Discount: Set a Max discount on a product's price. Only admins can give a bigger discount on an order row
- Product Custom Fields per Category: Use Connect to product category on a product custom field to show it as a column and filter for that category in Product Search
- Product Bundles: Create product bundles to sell multiple items in groups, while adding any costs or discounts
- Price Lists: Offer different price lists to your customers for the same products. For example, to adapt pricing strategies for different regions, segments, market conditions, or promotions
- Calculating Fields: Set up calculating fields on your orders or order rows that are automatically calculated based on other fields. For example, if you're an energy company, you can instantly estimate costs for services based on building size (m2) and energy consumption
- Required Fields Based on Stage: Make certain fields required for specific stages, so you capture the right information at each stage
- Hide Order Row Fields: Tailor orders to specific product categories. For example, hiding custom fields on order rows based on the product category
- Change Price Calculation on Order Rows: Customise how prices are calculated based on specific business needs and pricing models
- Sales Process Pro: Customise your sales process journey steps, stakeholders, and sign-off process, to align with your organisation's setup
- Partner sales: Register orders, opportunities, and subscriptions to customers, while sending invoices to third parties through your ERP integration (live for our standard ERP integrations to Fortnox and Visma.NET)
How to get started
CPQ is an add-on.