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.
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.
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.
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.
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.
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.
Volume and Tier Pricing
Quantity breaks and qualifier-scoped pricing rules apply automatically, stackable or exclusive, in a priority order that admins control.
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.
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.
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.
Branded Quote Documents
Build branded, localized quote PDFs with a drag-and-drop template builder, a shared document library, and per-quote output settings.
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.
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.
Discount Approval Workflows
Route quotes that breach discount or margin thresholds through sequential or parallel approvals, with delegation, reminders, and decisions by email link.
Quote Lifecycle Governance
Govern every quote with expression-gated stage transitions, revision snapshots with restore, required business outcomes, and a complete audit log.
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.
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.
Headless CPQ
Run configuration, pricing, and quoting behind your own frontend through a REST API with scoped service accounts and a lossless event feed.
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.
Selling something more complicated?
These patterns compose. Bring your product catalog and pricing model and we will show you the configurator running on it.