Quotations & CPQ
Quotes priced right, approved fast
Configure, price and quote with live products, rule-driven pricing, volume and customer tiers, and approvals that protect margin without slowing reps.
The point of it all
“Quotes priced right, approved fast” — not as a slogan, but as the way the quotations & cpq workflow is actually built.
Everything quotations & cpq should do
Built deep, not bolted on — each capability shares the same records, permissions and automation engine as the rest of the platform.
Guided configuration
Build quotes from live product data with bundles, options and validation.
Pricing rules engine
Volume tiers, customer tiers and segment pricing applied automatically and explainably.
Discount approvals
Threshold-based approval chains keep exceptional pricing accountable.
Quote documents
Branded, professional quote documents generated and sent in moments.
Versioning
Revisions tracked so negotiations have a clear paper trail.
Order continuity
Accepted quotes convert to sales orders and invoices without re-entry.
Pricing logic that mirrors the real business
Customer tiers align with your account classifications; volume breaks and segment rules stack predictably; every computed price can be traced to the rule that produced it.
- Customer tiers matched to account data
- Volume tier breaks per product
- Segment-based pricing from live CRM segments
- Transparent rule application
Approvals without bottlenecks
Only exceptions need humans. Within policy, quotes flow straight through; outside it, the right approver gets the context to decide quickly.
- Threshold rules by discount depth
- Approver chains with delegation
- Decision history on the quote
- Automation notifies all parties
From quote to cash, one thread
The accepted quote is the source of truth for the order, the invoice and the contract — products, terms and prices carry forward intact.
- One-click order conversion
- Invoice generation with tax handling
- Contract and e-signature handoff
- Inventory awareness on fulfilment
Works as one
Quotations & CPQ shares one Customer 360° with the rest of EazyCXM
No connectors, no sync jobs, no two systems arguing about the truth — Sales & Finance modules read and write the same customer data, under the same permissions, audited the same way.
The motion, end to end
Configure
Select products and options against live catalogue data.
Price
Rules compute tiers, volume breaks and segment pricing.
Approve
Exceptions route to approvers; policy-compliant quotes flow free.
Convert
Acceptance becomes order, invoice and contract in one motion.
Quotations & CPQ, answered
Tiers live in the Customer 360° and the same classification drives pricing rules — there is one source of truth.
Rules are evaluated with clear precedence so volume, tier and segment pricing interact predictably, and the applied rule is visible on the line.
The quote routes to the configured approver chain and is locked from sending until a decision is recorded.
Line items reference live products, so availability and stock context are visible while quoting.
Professional, branded quote documents generate from the line items and send in moments, with revisions versioned.
Threshold rules route quotes that exceed policy to the configured approver chain, locking the quote from sending until a decision is recorded.
Acceptance converts the quote into a sales order and invoice without re-entering products, prices or terms.
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See Quotations & CPQ in action
Quotes priced right, approved fast — watch it work on a flow shaped like yours.