Use cases

Quoting problems,
solved end to end.

A library of configure-price-quote patterns the platform supports today, each documented with the exact capabilities it uses.

Configuration

Configure-to-Order Quoting

Sales teams configure complex products against live product logic while a validation gate stops invalid configurations from ever reaching a quote.

Rule Engine · Configurator · Data Tables & DQL
Configuration

Visual 3D Configuration

A live 3D viewer inside the configurator reacts to every choice, driven by the same rules that drive the quote and fed directly from your CAD files.

3D Viewer · CAD Pipeline · Rule Bindings
Configuration

Engineer-to-Order with BOM Output

Every configuration produces an indented bill of materials that lands on the quote line and prints on the output document for manufacturing handoff.

BOM Rules · Configurator · Doc Engine
Configuration

Bundle Validation and Cross-Sell

Require, exclude, and recommend rules across products keep multi-product quotes valid and surface cross-sell recommendations inline in the quote editor.

Bundle Rules · Quote Editor
Pricing

Customer-Specific Price Lists

Negotiated prices resolve automatically on every quote through priority-ranked customer price lists, each with its own currency and enforced margin floors.

Price Lists · Customers · Margin Floors
Pricing

Volume and Tier Pricing

Quantity breaks and qualifier-scoped pricing rules apply automatically, stackable or exclusive, in a priority order that admins control.

Pricing Rules · Volume Breaks
Pricing

Discount Codes and Campaigns

Campaign codes apply at quote or line level with usage caps, validity windows, and minimum order values, and cannot stack with manual discounts at that level.

Discount Codes · Quote Editor
Pricing

Multi-Currency Quoting

Each quote carries its own currency with admin-managed exchange rates, price lists resolve in the right currency, and documents print localized.

Multi-Currency · Price Lists · Doc Engine
Pricing

Margin Protection

Cost and margin are visible per line and per quote, floors enforce a minimum during pricing, and low-margin deals route to approval automatically.

Price Waterfall · Margin Floors · Approvals
Quotes & Documents

Branded Quote Documents

Build branded, localized quote PDFs with a drag-and-drop template builder, a shared document library, and per-quote output settings.

Doc Engine · Document Library · Output Settings
Quotes & Documents

E-Signature with DocuSign

Send quotes for signature through DocuSign with signer routing order, live envelope status on the quote, and signed documents stored back on the record.

DocuSign · Doc Engine · Quote Stages
Quotes & Documents

Quote Sharing and Tracking

Share quotes through per-recipient links with expiry dates and access counts, so buyers can view and download the PDF without creating an account.

Quote Sharing · Public Quote View
Approvals & Governance

Discount Approval Workflows

Route quotes that breach discount or margin thresholds through sequential or parallel approvals, with delegation, reminders, and decisions by email link.

Approvals · Email Approvals · Quote Editor
Approvals & Governance

Quote Lifecycle Governance

Govern every quote with expression-gated stage transitions, revision snapshots with restore, required business outcomes, and a complete audit log.

Quote Stages · Versions · Audit Log
Sales Operations

Territory and Quota Management

Build territories on a visual rule canvas, enforce access on quotes, track quota attainment in real time, and split credit across reps on won deals.

Territories · Quota Plans · Credit Splits
Sales Operations

Deal Scoring and Margin Analytics

Score open quotes against your historical won deals, surface at-risk deals with clear reasons, and analyze margin by dimension to find profit leaks.

Deal Scoring · At-Risk Report · Margin Analysis
Platform & Integration

Headless CPQ

Run configuration, pricing, and quoting behind your own frontend through a REST API with scoped service accounts and a lossless event feed.

REST API · Service Accounts · Event Feed
Platform & Integration

Configuration Insights and Change Governance

See how buyers configure with funnel and pick-rate analytics, and change models safely with where-used analysis, conflict detection, and portable exports.

Config Analytics · Where-Used · Model Export

Selling something more complicated?

These patterns compose. Bring your product catalog and pricing model and we will show you the configurator running on it.

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