Out-of-the-box CPQ works for standard workflows. Custom CPQ fits unique, complex requirements but costs more. Balance flexibility with simplicity for success.
Out-of-the-box (OOTB) CPQ suits businesses with straightforward products and sales flows, allowing quicker setup, lower cost, and easier updates. If you have unique configuration rules, specialized pricing, or complex approval chains, a custom solution supports differentiation but requires more investment and maintenance.
Weigh future needs: over-customizing can make upgrades hard, while too simple a system may create workarounds. Engage key users to document non-negotiable customizations versus ‘nice-to-haves’ for faster payback.
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