Apttus CPQ
Automate configurations, pricing, quoting; integrate systems, ensure accuracy, customer satisfaction.
What is Apttus CPQ?
Apttus CPQ (Configure, Price, Quote) is a sales tool that automates the process of building product configurations, calculating prices, and generating quotes. It integrates with your existing business systems to reduce manual work and human error when sales teams create customer proposals. The tool is designed for organisations with complex product catalogues or pricing rules, particularly those selling B2B solutions where configurations matter. By automating these tasks, teams can produce accurate quotes faster, which typically leads to shorter sales cycles and fewer back-and-forth revisions with customers.
Key Features
Product configuration builder
Create and manage complex product bundles and options without manual data entry
Dynamic pricing rules
Set up conditional pricing based on volume, customer type, geography, or other factors
Quote generation
Automatically format and produce professional quotes from configured products and prices
System integration
Connect to CRM, ERP, and other business software to pull accurate data and avoid duplication
Approval workflows
Route quotes through internal approval chains before sending to customers
Analytics and reporting
Track quote metrics, win rates, and sales performance by product or team
Pros & Cons
Advantages
- Reduces quote turnaround time by eliminating manual configuration and pricing tasks
- Lowers error rates by automating calculations and pulling live data from connected systems
- Improves consistency across the sales team with standardised rules and templates
- Works with existing CRM and ERP platforms rather than forcing a wholesale change
Limitations
- Implementation and setup can be time-intensive, especially for organisations with complex pricing structures
- Requires accurate initial configuration of products and pricing rules; garbage in, garbage out applies
- May be overkill for companies with simple, static product lines or pricing
Use Cases
Software vendors with tiered licensing and add-on products creating dozens of quote variations daily
Manufacturing companies configuring custom orders with different components and lead times
Professional services firms quoting projects with variable resource costs and terms
Telecommunications or utility providers applying complex regional pricing and bundle discounts
Technology resellers building quotes from multiple vendor products with margin management