Configuration checks
Check combinations against maintained product rules and route unsupported requirements to the appropriate engineering or commercial owner.
Supply Chain Digital Transformation
What is a CPQ system?
Configure, Price, Quote applies agreed configuration, pricing, and approval rules to the quote, with a defined handoff to the accepted order.
For U.S. mid-market manufacturers.
The system
Turn a valid configuration into a reviewable quote.
CPQ guides sales teams or authorized buyers through product configuration, pricing, and quote preparation. It applies maintained rules and routes exceptions for approval. Engineering, commercial, and operations teams remain responsible for the rules and decisions the system cannot resolve.
More about CPQ
Manufacturers of configurable products may use CPQ to make repeatable quoting decisions easier to perform and review. Evaluate representative configurations, pricing exceptions, and the quote-to-order handoff before relying on the result.
- Operating context
- Automation
- System category
- Revenue Systems
What CPQ supports.
Repeatable quote preparation
Guide routine configuration and pricing while preserving review for requirements, capacity, or exceptions that need an operating decision.
Pricing and approval controls
Apply agreed pricing and discount rules, record authorized overrides, and give approvers the evidence needed to review commercial exceptions.
Connect quote to order
Transfer approved quote details into the order workflow. Validate product, price, quantity, and revision mappings and reconcile rejected or changed transactions.
How it connects.
CPQRecords & responsibilities
Connect quoting to the product definitions, commercial rules, and order-acceptance work it depends on. A valid configuration still needs material, capacity, and delivery review where those affect the promise.
Inspect the integration responsibilities
PLM / PIM
Use approved product definitions and sales attributes. Engineering and product owners maintain the rules and revisions that quoting may use.
CRM
Connect the quote to the account, opportunity, contacts, and commercial discussion. Decide where quote versions and approvals are maintained.
ERP / order management
Transfer the accepted quote into the order workflow and reconcile changed or rejected lines. Agree how material and capacity review affects the committed date.
Manufacturing example
Test awkward configurations.
A buyer requests a motor and enclosure combination outside the maintained rules. The quote goes to engineering and commercial review before sales commits to a price, configuration, or delivery date.
Before you change systems.
Test awkward configurations.
Use representative options, invalid combinations, revisions, and special requirements. Confirm when the system stops and asks for review.
Follow a pricing exception.
Check account prices, discounts, currency, approval limits, and the record of an authorized override.
Carry the quote into the order.
Verify that approved options, quantities, prices, and revisions reach order entry without losing the decisions behind them.
Capabilities, operating fit, and risks
Appropriate buyer configuration
Where the selected product supports it, let authorized buyers use maintained configuration and pricing rules. Keep a review route for unsupported requirements and commercial exceptions.
Capabilities to evaluate
- Product-option and compatibility rules
- Account pricing and discount controls
- Quote versions and approval history
- Engineering and commercial exception routing
- Accepted-quote transfer and reconciliation
A valid quote that operations cannot fulfill
Configuration and price checks do not establish material availability or production capacity. Include the operating review needed before accepting a customer commitment.
Project scope, adoption, and acceptance
Place CPQ in the Roadmap
Prerequisites
Agree authoritative product and pricing sources, valid configurations, approval authority, and the accepted-order handoff. Confirm whether current systems can support these requirements before introducing CPQ.
What unlocks next
Test appropriate self-service quoting or guided selling once product rules, access, approvals, and order handoffs are dependable.
Common mistake
Introducing CPQ before agreeing product definitions and rule ownership. Test representative configurations and exceptions so gaps do not become incorrect quotes or orders.
People, practice, and acceptance
Train sales and approvers to apply configuration, pricing, and exception rules. Test that an approved quote can become an order production can fulfill.
Valid configurations, revisions, prices, terms and approved quote versions.
Approved agreements, effective prices, quote revisions, and authorized commercial exceptions.
Need to decide whether CPQ belongs in your operating roadmap?
Review what CPQ should own, which records and handoffs it depends on, and what employees must learn and maintain. Metrotechs assesses the operating task and leads approved system changes through the complete Roadmap, with employee review, training, and acceptance.
Discuss This SystemConnect the system to the work.
Start with the records, decisions, and handoffs your team needs.