Product Configuration
Configure complex or simple systems containing multiple products and services. Create bills-of-material (BOM) and routings based on configurator choices.

Guided Selling
Lead your users to the optimal products and options based on customer needs. Promote product upsells and cross-sells.

Rules-Driven Search
Present users with only those products that are appropriate to their region, business unit, or quoting scenario.


Price complex products based on features and options. Ensure 100% quote and order price accuracy with automated pricing rules and validations.

Apply customer, channel, volume, and product-specific discounts. Enforce margin discipline on manual discounts.

Approvals Workflow
Route orders for review and approval. Ensure commercial viability and eliminate approval bottlenecks with automated workflow.


Proposal Management
Create, customize, and brand proposals for your sales reps and channel partners. Present professional, accurate documents to customers in seconds.

Eliminate paper-based quoting, faxing, and scanning. Enable customers to sign online and close the deal faster.

Order Execution
Generate orders in one click by converting quotes. Submit orders for execution real-time to your choice of the 20 most popular ERP systems.

CPQ for Midsize

Tailored CX Suite
An integral part of the CX Suite for Midsize, CPQ helps mid-size businesses optimize the lead-to-cash process and build better experiences for customers throughout the customer lifecycle.

Improve Sales Efficiency
Increase order sizes by improving cross-sell and upsell compliance. Eliminate product selection and pricing errors. Propel new sales reps to productivity faster.

Discover Insight
Accurate sales pipelines enable sales management to anticipate market changes, provide reporting guidance, and lead effectively.