CPQ System Implementation
Solve the "Logic Gap" between sales and engineering. We implement high-performance Configure, Price, Quote (CPQ) systems that automate complex product rules and pricing hierarchies.
The Problem
Complex manufacturers often suffer from "Engineering Bottlenecks." Sales reps use outdated spreadsheets to quote custom specs, resulting in quotes that are technically unbuildable or priced with negative margins. Dealers get frustrated by 3-day wait times for a simple custom quote.
Our Approach
We digitize your engineering logic into a robust rules engine. By implementing a CPQ solution that validates configurations in real-time, we allow your dealers and reps to generate 100% accurate, professional quotes in minutes—while ensuring every order matches your shop floor's capabilities.
Unified Configuration & Quoting
Dependency Logic Engine
Build complex "if-this-then-that" rules. Prevent users from selecting incompatible components or invalid material combinations.
Dynamic Tiered Pricing
Instantly calculate margins based on live ERP costs, dealer discounts, regional tariffs, and volume-based price breaks.
Branded Proposal Gen
Automatically generate professional PDF proposals with technical specs, 3D renderings, and legal terms ready for dealer sign-off.
Guided Selling UX
Walk inexperienced reps through a "Needs Analysis" wizard that recommends the perfect configuration based on customer requirements.
CRM & Dealer Sync
Direct integration with Salesforce, HubSpot, or your custom portal, ensuring that every quote is attached to a traceable lead or account.
BOM & ERP Handoff
Once a quote is approved, the CPQ pushes a finalized Bill of Materials (BOM) directly to your ERP for instant production scheduling.
Engineering-Led Configuration Strategy
The success of a CPQ system isn't in the interface—it's in the data model. At Metrotechs, we lead with "Product Logic Mapping." We work with your engineering team to extract the tacit knowledge that lives in their heads and document it into a digital dependency tree. This ensures that the configuration logic in your CPQ is an exact mirror of your production capabilities.
We solve the "Custom Spec" trap. Instead of allowing wide-open freeform text entries that cause chaos on the shop floor, we use constrained configuration. This guides users toward standard custom options that you have already optimized for production, while flagging truly "bespoke" requests for rapid engineering approval.
Bridging the ERP Gap
A standalone CPQ is a silo. We specialize in integrated CPQ environments. By linking your configurator to your ERP, the CPQ can pull real-time material costs and lead times. This means your sales reps aren't just quoting a price—they're quoting a reliable delivery date based on current warehouse availability.
- Mapping of thousands of SKU variants and accessory rules.
- Implementation of complex discounting approval workflows.
- Conversion of approved quotes into Sales Orders without manual entry.
- Support for multi-currency and multi-region pricing.
Visualizing the Value
We can implement 2D and 3D visual configurators that update as the user selects options. For complex B2B products, seeing the configuration take shape builds customer confidence and reduces the "return rate" caused by misunderstandings of custom specs.
When CPQ Pays for Itself
Modular Heavy Machinery
Manufacturers of loaders or cranes use CPQ to ensure the chassis, engine, and attachments are all compatible before a quote is sent.
Building Materials
Custom door or window manufacturers automate the pricing of custom dimensions, glazing types, and hardware finishes instantly.
Industrial Electronics
Switchgear and cabinet manufacturers use CPQ to calculate power requirements and valid component footprints in real-time.
Specialized Vehicles
Fleet manufacturers allow dealers to spec custom interior layouts and electronics, generating an instant weight and balance check.
Automating the Quote
Logic Audit & Discovery
We interview your engineers and sales veterans to document every rule, exception, and margin requirement that governs your product line.
Rules Engine Configuration
We build the technical "Constraints" and "Attributes" in the CPQ engine, creating a bulletproof configurator that prevents invalid specs.
Integration & Proposal Design
We link the CPQ to your CRM (leads) and ERP (costs/BOMs), while designing professional PDF templates that match your brand guidelines.
User Testing & Launch
We run "Shadow Quoting" where reps test the new system against old manual quotes to ensure 100% accuracy before full-scale rollout.
Stop Losing Deals to Quote Delay
Schedule a technical discovery session. We'll discuss your product complexity and show you how a CPQ implementation can slash your sales cycle time.
Request a CPQ Roadmap