A quality CPQ solution should offer visual product configurations to make product customization easier for sales teams. Quotes and proposals can be delivered faster and with greater accuracy using this feature.

An advanced rules engine ensures sales reps are configuring valid products. It requires their configured products to meet certain criteria to approve discounts or route the quote appropriately. Advanced rules prevent creating quotes with mutually exclusive products on the same proposal and ensures products that require inclusion of additional items are automatically included. CPQ works with inventory to recommend substitutions when primary products are unavailable. It also recommends upsell opportunities.

The ability to gather inventory or customer data in real-time is a major benefit of back office CPQ integration. Once a quote is created, it can be easily routed to the customer through integration with an ERP or CRM. Make sure your CPQ solution is compatible with your back office solution for easy integration.

Intelligent wizards within CPQ auto-populate key fields based on the customer’s history or projects that feature similar discounts or promotions. This speeds up and streamlines the quoting process.

Sales reps on the go must be able to quote from wherever they are – especially in the age of remote work. Look for a CPQ with an easy-to-use mobile solution that can push order data right to the cloud.

Complex proposal generation is simplified by ensuring that legal terms and condition are always included. Proposal can be generated to include items like product photos, videos, or product specification sheets.

The ability to create and view reports on KPIs and other sales metrics is a major advantage of a quality CPQ. Your solution should offer reporting functions to help sales teams uncover efficiency gaps and make informed decisions.