CPQ is a central quoting engine that standardises how complex machines and options are configured, priced and quoted across the business. It replaces manual, person‑dependent quoting with a structured digital process, guiding sales from initial requirements through to a fully approved, customer‑ready quote.
CPQ is designed primarily for sales teams as their day‑to‑day quoting workspace, enabling them to build complete customer solutions without relying on spreadsheets, emails or constant input from product experts.
It also supports sales engineers and product specialists who define technical rules, pricing and commercial teams who control pricing logic and discounts, operations teams who rely on clean configuration data, and management teams who need visibility of pipeline, approvals and margins.
CPQ provides a single source of truth for complex products by capturing machine models, options, attachments, technical dependencies and regional variations as structured configuration logic.
This removes reliance on informal knowledge and enables consistency across brands and markets. Invalid configurations are prevented, required components are enforced automatically, and brand‑ and region‑specific rules are applied consistently, reducing risk before orders reach production.
By embedding pricing logic and commercial governance into the quoting process, CPQ protects margins and enables pricing policies to be consistently applied. Approval workflows provide control without slowing sales, while system‑validated data improves downstream accuracy and reduces rework, clarifications and commercial disputes.
CPQ guides sales and dealers through a structured configuration process, leading them step by step through valid machine and option selections based on approved engineering rules.
Pricing is calculated automatically in real time using defined brand structures, regional adjustments, customer agreements and discount policies. When thresholds such as high discounts or special commercial terms are reached, approval workflows are triggered and routed to the appropriate stakeholders.
Once approved, CPQ generates standardised, customer‑ready quote documents and passes clean, validated configuration and pricing data to downstream systems such as ERP and order processing.
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