Workbooks CPQ - Configure, Price, Quote

Workbooks CPQ enables organisations to simplify and automate complex quotation processes, empowering sales teams to build quotations quickly and accurately, using a guided quotation process.

Workbooks CPQ is a new module in the Workbooks Suite and incorporates technology from BlueprintCPQ, a market leading cloud vendor of Configure, Price, Quote software. Workbooks CPQ is fully integrated into the Workbooks platform, enabling you to manage complex pricing and configuration from Opportunities, Quotations or Order records.

GUIDED SELLING

You can create tailored quotation screens to simplify and drive consistency across the quoting process, capturing key configuration questions and options.

Guided selling allows you to move away from pricing catalogues, product codes and options. It also enables quick and easy on-boarding of new sales people whilst allowing sales teams to focus on what they do best i.e. selling.

PRODUCT & PRICING

You can manage your products and pricing directly in the CPQ solution. Workbooks CPQ supports the concept of different pricing books and pricing rules. The combination of these features allows you to support common pricing requirements such as: Volume based pricing, bundle pricing, customer specific pricing, regional pricing, channel pricing, etc.

It is also possible to integrate Workbooks CPQ with your ERP, Finance or E-commerce platform, enabling you to synchronise pricing and product information with other systems within your business.