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Put quoting and CPQ on a system sales and finance both trust

Deal desks still price complex offers in spreadsheets and slide decks. Approvals, product rules, and order handoff live in different tools, so the quote drifts from what billing can invoice.

What we cover

Product catalog Price rules Approvals Quote-to-order CPQ configuration CRM handoff

Design the quoting model

Sales, deal desk, and finance need one definition of what can be quoted, at what price, and with whose approval.

  • Catalog and packaging that match how sales sells
  • Price rules, discount guardrails, and approval paths
  • A roadmap for what moves into CPQ and what stays with billing

Implement quoting in the stack

We configure CPQ or build the quoting service your stage needs, then connect it to CRM, billing, and entitlements.

  • CPQ configuration or a custom quoting service, scoped to your stage
  • CRM, billing, and entitlement handoff from the accepted quote
  • Guided selling for the offers your deal desk repeats

Keep quotes aligned with what you can bill

A quote is only useful when the order, the invoice, and the entitlement carry the same terms.

  • Quote-to-order checks so ramps, terms, and discounts survive handoff
  • Playbooks for deal desk, sales ops, and engineering
  • A handoff so your team owns the quoting model

Bring quoting into the monetization stack

Tell us how deals are priced today and where quotes break on the way to billing. We will propose a roadmap and an extension of your team to put quoting and CPQ in place.

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