Overview
The CPQ module is a critical component of the Sell zone, enabling partners to configure products, generate quotes with accurate pricing, and manage the sales order and invoicing process directly within their portal. This functionality ensures that partners can independently create professional proposals, apply appropriate discounts based on their tier, and submit orders, significantly reducing the administrative burden on the vendor. For administrators, the CPQ module provides comprehensive oversight and control over all quotes and orders, including approval workflows for deals that exceed certain thresholds or require special pricing.
By centralizing quote, order, and invoice management, the platform helps maintain pricing consistency, enforce business rules, and accelerate the sales cycle. This not only empowers partners to be more self-sufficient but also provides the vendor with real-time visibility into the sales pipeline and financial transactions, which directly feeds into commission calculations within the Incentivize module.
Key Features
- Quote Management
- Sales Order Tracking
- Invoice Generation
- Pricing Rules Configuration
- Approval Workflows
Accessing the CPQ Module
Click Sell in the top navigation bar, then click CPQ in the left navigation menu to expand the CPQ options.
Managing Quotes
This screen displays a comprehensive list of all quotes within the platform, providing administrators with an overview of sales proposals. Each entry includes details such as the quote name, a unique quote number, the associated account, the grand total, and its current approval status. This view is central to managing the quoting process, allowing for monitoring of all quotes, tracking their progress, and identifying those that require attention or approval within the Sell module's workflow.
Frequently asked questions
- What is the purpose of the CPQ module?
The CPQ module provides tools to manage the entire quote-to-order process, including creating, approving, and tracking quotes, sales orders, and invoices. It streamlines sales operations and ensures consistent pricing and deal management.
- How does the CPQ module benefit partners?
Partners can independently configure products, generate accurate quotes with appropriate discounts, and submit orders directly within their portal. This reduces administrative burden and allows them to create professional proposals efficiently.
- What control does the CPQ module offer administrators?
Administrators gain comprehensive oversight and control over all quotes and orders, including managing approval workflows for deals exceeding thresholds or requiring special pricing. It centralizes management and enforces business rules.
- How do I access the CPQ module?
To access the CPQ module, click 'Sell' in the top navigation bar, then click 'CPQ' in the left navigation menu to expand the CPQ options.
- What information is available in the Quotes list view?
The Quotes list view displays all quotes with details such as quote name, unique quote number, associated account, grand total, and current approval status, helping administrators monitor and track sales proposals.