01
Product configuration
The rules of your product, written once: what requires what, what excludes what, which sizes, materials and options are valid together. A configuration that cannot be made cannot be quoted.
01Customers & revenue · CPQ
CPQ software development.
CPQ software turns a customer's requirement into a correct, priced, approved quote, without a specialist having to check every line.
We build it to order, around the way you work, or extend and connect the one you already have.
01What it is
In plain words.
CPQ software turns a customer's requirement into a correct, priced, approved quote, without a specialist having to check every line.
When products have options, and options have rules, quoting becomes a job for the two people who know all the rules. Quotes queue behind them. A quote that goes out wrong is either unbuildable or unprofitable, and the company finds out after the order is signed.
CPQ puts those rules into a system: which options go together, what each combination costs, what discount each person may give, and who has to approve the exceptions. The salesperson answers questions; the system produces a quote that can be built and that makes money.
02What it includes
Every part, explained.
6 parts. Each can be built by itself; together they are one system.
02
Pricing automation
List prices, customer-specific prices, volume breaks, regional price lists, currency and tax, cost-plus rules and margin floors, applied the same way every time and dated, so last year's quote can still be explained.
03
Quote generation
A finished document in your format, with the right terms, drawings and data sheets attached, produced in the time it takes to answer the configuration questions. Revisions are versioned, not overwritten.
04
Approval workflows
Discounts past a limit, non-standard terms and low-margin deals go to the right person with the facts attached. The approver sees why it was sent to them and answers in one step.
05
Complex enterprise pricing
Contract pricing, tiered and bundled offers, subscriptions with usage, multi-year agreements and framework deals across subsidiaries: the cases a price list cannot express.
06
AI-assisted quotation
Built to read an incoming enquiry or tender document, pull out what is being asked for, propose the matching configuration and point to similar past quotes. The salesperson checks and sends; the system saves the typing.
Buy, extend or build?
Buy a CPQ product if your catalogue is simple and it plugs into the CRM you already use. Build when the configuration rules are the hard part: engineered products, made-to-order goods, or pricing that depends on live cost and stock from your ERP.
Where intelligence fits
The useful intelligence in quoting is reading: enquiries arrive as emails, drawings and long tender documents, and someone has to turn them into line items. A system can do the first pass and show where each line came from. Pricing itself stays on rules you can audit.
03What it works with
Never on an island.
A system is worth most when it shares its records with the ones beside it.
- Customer relationship managementA CRM is the one place a company keeps everything it knows about the people it sells to: who they are, what was said, what was offered and what happens next.
- Product information managementA product information management system holds the definitive facts about everything a company sells, and sends them to every place the products are listed.
- Enterprise resource planningAn ERP is the one system that records what a company owns, owes, buys, makes and sells, so every department works from the same numbers.
- Accounting and financial management systemsFinancial management software records every amount that comes in and goes out, and turns the record into reports a business can be run on.
Part of a family
Customers and revenue: One record of every customer, from first click to repeat order.
04How we build it
Five steps, in the open.
- 01
Listen
You describe the work and where it hurts. We look at the systems and the data you have now.
- 02
Specify
A written specification: what the system does, what it does not, what it connects to and how we will know it works. A clear quote before any work starts.
- 03
Build in stages
A working piece at each stage, on real data, so you steer early. The part that matters most comes first.
- 04
Move the data
Existing records mapped, cleaned of duplicates and reconciled against the old system before anything is switched off.
- 05
Hand over
Training, documentation and the keys. Your team can run it, and we keep it working for as long as you want us to.
One set of records underneath
Customers, products, suppliers, people and stock are each defined once. A second system joins the first; it does not start a competing copy.
Runs where you decide
Your own servers, a private cloud or a cloud account that belongs to you. Customer, employee and financial data stays on infrastructure you control.
Yours to keep
You own the code, the data, the configuration and the documentation. There is no licence fee to us and nothing stopping another team from taking it on.
05Questions
Before you ask.
Questions about CPQ
What kind of company needs CPQ?
One whose quotes depend on rules: configurable products, long price lists, customer-specific pricing or approval limits. If a new salesperson cannot quote without asking someone, CPQ is worth looking at.
Can CPQ take costs and stock from our ERP?
Yes. Live cost, lead time and availability from the ERP make a quote one that operations can actually deliver.
How are pricing rules maintained after launch?
By your own people, in a rule editor written in your terms. You should not need a developer to change a discount limit.
Guides
Plain-language guides on the problems this work solves.
- CRM, ERP, HRMS, CDP, PIM, WMS and the rest: thirty business systems explained in plain wordsBusiness systems · 8 min
- Custom software or off-the-shelf: how to decide whether to build, buy or extendBuild or buy · 3 min
- Custom CRM or off-the-shelf CRM: which does your sales team need?CRM · 3 min
- When does a company need a custom ERP?ERP · 3 min
- All 16 guides on this →
Rather talk it through? Tell us the problem in a few lines and a person will answer it.
Ask us →Tell us how the work runs today.
How the work runs today, what the system must do and what it has to connect to. A person reads it and replies honestly about whether to buy, extend or build.
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