CPQ (Configure, Price, Quote)
CPQ helps sales teams create accurate quotes for complex products or services. It standardizes configurations and pricing rules.
What it is
CPQ helps sales teams create accurate quotes for complex products or services. It standardizes configurations and pricing rules.
What it does day to day
- Guide sales through valid configurations.
- Apply pricing rules and discounts.
- Generate quotes and proposals.
- Sync approved quotes to orders.
Typical data
- Product options and compatibility rules.
- Pricing tiers and discount policies.
- Quote documents and approval status.
- Customer-specific pricing agreements.
Where it overlaps
- CRM for deals and customer context.
- ERP for pricing and order creation.
- Project management for delivery planning.
When CPQ is the priority
- Quotes are slow or inconsistent.
- Pricing errors cause rework.
- Complex configurations need validation.
How Fleksi.io fits
Fleksi.io can connect approved quotes to the delivery tasks and billing workflows so sales handoffs remain clean and traceable.