Creating a new tailor-made proposal that fits the specific customer's needs, quickly and without errors. This requires the system to have thorough knowledge of the products. For example, a heavy truck requires an equally powerful engine. Or consider the fire resistance of fabrics for furniture: different countries have different requirements for this.

A good CPQ solution knows all these specific rules within the company. The salesperson no longer has to puzzle it out for themselves but is presented with functional questions directly so that the system always suggests an appropriate and correct solution. Many CPQ systems store the configured quote in the ERP or CRM, keeping the sales funnel automatically accurate.

Achieving this process flow is the ultimate goal of every CPQ solution.

Now that the quote is ready, it's vital to articulate the proposal clearly and accurately in a document for the customer. The exact format of this document can vary among companies.

The mission of CPQ (Configure, Price, Quote) is to automate this process. An effective commercial document is generated based on the provided functional answers.

The primary goal of CPQ (Configure, Price, Quote) is to enter data only once, so that production processes can also be managed directly.

When preparing the quote, CPQ calculates the required bill of materials, routings, and any other elements that are essential for the execution of the relevant product or service.