Skip to content
  • There are no suggestions because the search field is empty.

Configure, Price + Quote (CPQ)

Description

The Configure, Price + Quote (CPQ) milestone streamlines your quoting process, enabling your team to generate quotes and proposals faster and with fewer errors. By creating custom quote templates and automating key steps, we’ll ensure that your team can efficiently produce professional, accurate proposals. Automation will also trigger follow-ups and onboarding workflows once quotes are signed, keeping the process seamless from proposal to implementation. Additionally, we’ll create reports to analyze proposal data, providing insights into win/loss rates, common line items, and revenue trends to refine your sales strategy.

Process Summary

  1. Quote Template Creation: Develop custom templates that include branding, standard terms, and pricing for frequently quoted services or products.
  2. Automation Setup: Configure workflows to automate actions triggered by signed quotes, such as follow-up tasks, deal stage updates, and onboarding ticket creation.
  3. Reporting and Analytics: Build reports to analyze proposal data, tracking metrics like total proposals sent, win/loss rates, and common line items.
  4. Team Training: Train your team on using the templates and automations, ensuring they can generate quotes and track outcomes efficiently.
  5. Testing and Optimization: Test the entire CPQ system, including template usability, automation functionality, and report accuracy, and refine as needed.

Requirements

  • A pricing structure and any standard terms or disclaimers to include in quotes.
  • A list of services or products to pre-load into the quote templates.
  • Collaboration to define follow-up and onboarding workflows triggered by signed quotes.
  • Input on key metrics to track in proposal reporting.
  • Time for team training to ensure successful adoption of the system.

Milestone in Action

Demo video coming soon.

Key Outcomes

  • Faster and more accurate quote and proposal generation.
  • Automated workflows reduce manual follow-up and onboarding delays.
  • Comprehensive reporting provides insights into sales performance and trends.
  • Improved sales efficiency, allowing your team to focus on closing more deals.