Engineered for Smarter Sales

How can a CPQ tool be designed around user workflows?

Align software steps with natural sales processes, automate routine tasks, and provide context-sensitive help for seamless user experience.

Understand how your sales team works, from lead qualification to closing and mirror these phases in CPQ. Automate approvals, default pricing, and validations. Embed guidance and error checks at relevant points. Customizable workflows increase efficiency and reduce resistance.

CPQ-Pro’s flexible workflow designer tailors the system to your sales stages, ensuring minimal disruption and maximum efficiency. Try workflow customization in CPQ-Pro free trial.