Exploring CPQ

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • CPQ is a next-generation configuration engine that redefines CPQ by acting as the “C” in Configure, Price, Quote. It uses an attribute-based approach to simplify complex product logic, delivering dynamic blueprints, real-time user interfaces, and a powerful Commerce Logic Engine that generates accurate outputs like bills of materials.

    Overview of CPQ

    With CPQ, organizations gain speed, flexibility, and precision in every sales and configuration experience.

    Key features

    • Attribute-Based Configurator: Goes beyond traditional add-ons to dynamically manage complex product logic.
    • Configuration Management: Handles product line items, BOMs, optional items, and configuration rules.
    • Pricing Engine: Supports standard and promotional pricing and enables holistic deal pricing across product bundles.
    • Approval Workflows: Offers automated or manual approvals to ensure compliance and manage risk.
    • Customer & Fulfilment Details: Manages billing, shipping, staging, and delivery information.
    • Sales Enablement: Tracks deal stages, customer details, pricing, discounts, and terms, and generates customer-facing documents like formal quotes, terms & conditions, and warranty documentation.

    Key capabilities

    1. Fields and Rules: Capture attributes and enforce logic to ensure valid configurations.
    2. Layouts: Define the end-user experience with guided flows and visual cues.
    3. Flightpath: Analyze rules engine behavior to diagnose performance and accuracy.
    4. Cosmo Admin Assist & SmartPredict: Provide AI-driven guidance to administrators for smarter configuration management.
    5. Visualization Integrations: Connect with partners like ThreeKit and kBridge to deliver real-time 2D/3D product renderings during configuration.

    Key benefits

    • Simplified Complexity: Attribute-based rules handle advanced product logic without creating endless bundles or SKU variations.
    • Faster Sales Cycles: Guided selling and dynamic blueprints help sales teams configure products and solutions more quickly.
    • Operational Efficiency: Centralized administration of rules, fields, and layouts reduces maintenance effort.
    • Integration Ready: Works seamlessly with Salesforce CPQ, eCommerce platforms, and visualization tools such as ThreeKit and kBridge.

    Key personas

    Designed to support a broad set of users, each playing a critical role in configuration and sales processes:

    • Configuration Administrators: Define and manage blueprints, rules, and layouts to enforce consistency across the catalog.
    • IT Administrators: Oversee system controls, user access, and integrations to maintain secure and reliable deployments.
    • Sales Users: Use CPQ through Salesforce CPQ or eCommerce portals to configure solutions, generate quotes, and guide buyers confidently.