CPQ solutions for quote automation
Your sales team needs three days and two calls to engineering to send a quote. With a CPQ, you can configure the product, apply your pricing rules, and send the proposal the same day.
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What you gain with CPQ service
- You stop waiting on engineering to send out a quote. The configurator already knows which combinations are manufacturable and blocks those that aren't.
- Pricing no longer depends on who calculates it. Your scaling, channel, and discount rules are applied automatically, with their own approval limits.
- You know exactly what happened with every quote. Every quote keeps its own version, date, and status, without having to search for the PDF in your email.
How to know if you need a CPQ
The quote goes through engineering: Every non-standard quote requires someone from the technical team to verify that the combination can actually be manufactured.
Every salesperson has their own Excel file: There are three versions of the price list, and no one knows which one is current for this quarter.
Impossible combinations are being sold: An order is finalized with incompatible options, and the error only appears in production, not in the quote.
No one knows what happened to that quote: A PDF is sent by email, and the trail ends there.
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HOW WE WORK
Your CPQ, step by step
01
Rules
We document how you configure and price today: variants, incompatibilities, volume-based scaling, and channel margins. This is the part almost no one has written down.
Product and pricing rule catalog
02
Configurator
We build the configurator with those rules and connect it to your ERP, CRM, and PIM, so that pricing and product data are pulled from where they already live.
Configurator with automatically generated quotes
03
Quote
We connect the configuration to your proposal template: you select the options, and the document is generated with its price, terms, and validity. We set up the approval workflows and train your sales team.
Digital quotes generated in a single click
What each department gains from a CPQ
A configurator with pricing rules changes the day-to-day for four teams:
Sales
Send the quote the same day, without waiting for engineering or having someone hunt for the right price.
Engineering / Product
Incompatibilities are handled by the system, not by three people's memory.
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Finance
Discounts have limits and approval workflows. Margins no longer depend on who is doing the negotiating.
IT
A configurator connected via API to your ERP, CRM, and PIM, with no duplicate lists.
Marcelo Pastorino
Head of Engineering
Who leads these projects
A CPQ doesn't just speed up quotes. It eliminates the decisions you're currently making over email. Tell me how you present today, and I'll tell you where I'd start.
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FAQs about CPQ and product configurators
Frequently asked questions about configure, price, quote, configurators, and quote automation.
What is a CPQ and what is it used for?
CPQ stands for configure, price, quote. It is the system that allows you to assemble a product with its options, apply your pricing rules, and generate the offer without using Excel. It makes sense when the catalog is configurable and the price depends on more than one variable.
Is a product configurator the same as a CPQ?
No, although they are often confused. The configurator is the first part: it allows the customer or the sales representative to assemble the product with compatible options. The CPQ adds the other two letters, price and quote, with their discount rules and approval workflows. Many companies start with the configurator and add the rest later.
What are the advantages of a CPQ for an industrial B2B company?
Mainly three: quotes go out the same day instead of waiting for engineering, impossible combinations are blocked before the sale rather than after, and discounts have limits that don't depend on who is negotiating. It is a perfect fit for manufacturers with configurable products, channel-specific price lists, and slow approval processes.
How long does it take to implement a CPQ?
Between 2 and 4 months for most projects, including analysis, configuration, integrations, and training. The timeline is usually not determined by the software, but by having the configuration and pricing rules documented. If that already exists, the process is much shorter.
What is the difference between a CPQ and an ERP?
The ERP manages what happens after the sale: orders, production, and invoicing. The CPQ acts beforehand, during the configuration and approval of the quote. They don't compete: the CPQ sends a validated order to the ERP.
How much does it cost to implement a CPQ?
The cost has three parts: the license, which is per user; the implementation, which depends on how many configuration and pricing rules need to be modeled; and the integrations with the ERP, CRM, and PIM. The most significant part is almost always the rule modeling, not the license. We provide you with a breakdown before we begin.
How do I track the quotes I send?
A CPQ saves every quote with its version, date, and status, so you no longer have to hunt for PDFs in your email. You can see which quotes are still open, which ones expire this week, and which ones were lost and why. With the CRM connected, that information appears in the customer's profile without anyone having to copy it manually.
How does a CPQ integrate with my ERP, CRM, and PIM?
Via API. Product data comes from the PIM, customer and opportunity data from the CRM, and the finalized order goes to the ERP. This way, pricing and product sheets are maintained in a single location, and traceability is ensured from the quote to the invoice. We work with Mercura CPQ, which specializes in configurable industrial products.