01
Configure
The configure step guides the seller toward a valid product or service combination. For manufacturers, that may include base equipment, accessories, dependencies, bundles, required options, and incompatible combinations.
CPQ guide
What is CPQ software? Configure, price, quote explained
CPQ stands for configure, price, quote. It describes software that helps a seller determine what can be sold, which price should apply, whether an exception needs approval, and how the final customer quote should be produced.
Product proof
See the rules behind the quote, not just another proposal template.
The interactive tour uses sample manufacturing data to show how QuotePoint connects configuration, channel pricing, margin policy, approvals, and customer-ready output.
Open the ungated product tourSAMPLE MANUFACTURING QUOTE
Acme Manufacturing · Q-250417
01
Configure
Required products + rules
02
Price
Channel + customer context
03
Approve
Margin + exception policy
04
Quote
Customer-ready output
CPQ exists because accurate quoting becomes a rules problem, not just a document problem.
Configuration determines which products belong together.
Pricing can vary by channel, customer, date, quantity, or contract.
Commercial exceptions need approval.
The customer document should reflect the governed configuration and price.
The resulting quote needs to connect to the next operational step.
How QuotePoint approaches it
02
Price
The price step determines the authorized commercial value of the configuration. Pricing may reflect channel, customer, contract, quantity, date, discounts, costs, and margin policy.
03
Quote
The quote step turns the governed configuration and pricing into a customer-ready commercial document or portal experience, ideally without copying data into another template.
04
When CPQ becomes useful
CPQ becomes valuable when sellers repeatedly need product expertise, multiple price sources, approval decisions, or manual document assembly to create an accurate quote.
Who this is for
A strong fit when these conditions are familiar.
Quotes involve configurable products
Pricing varies across customers or channels
Sales depends on spreadsheets and product experts
Approvals are handled manually
Quote errors create rework or commercial risk
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