Step 1: Select your customer & product

Start by logging in and selecting your customer directly in your CPQ system, ERP, or CRM. Then choose your product to configure & quote in the product catalog.

Step 2: Configure your product

Use rules-based, guided selling to quickly configure complex products in minutes. All options are filtered, selected, and shown to ensure you never miss an option. 2D and 3D models are generated and updated in real-time while configuring the product:

  • Cost, configure and generate a quote in minutes
  • Choose proper product dimensions
  • Provide 2D & 3D images to the customer & manufacturing floor
  • View product summary for information on all made selections
  • Ensure accurate product configurations, BOMs & routings with option-based guided selling
  • More quotes = More sales

Step 3: Obtain approvals & apply additional costs and discounts

Before the quote is ready to submit into the ERP sales reps & dealers can add discounts, ask for approvals and create multiple versions of quotes to help close the sale:

  • Request & apply discounting approvals
  • Create multiple versions of quotes for the customer
  • Enhance and adjust quotes in minutes

Step 4: Order your product

Produce automatic quote documentation customized for your company to send to the customer and close your deal. After the order is ready to be submitted, click submit and send dynamic BOMs and routing information to your ERP for manufacturing.

  • Dynamically automate Bill of Materials & Routing creation
  • Automate quote document generation & 2D or 3D images
  • Ensure all quoted products & submitted orders are makeable

Get in Touch with the CPQ Experts

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