Advanced Custom Pricing and Quotation System Leveraging Workflow Automation

The client faces inefficiencies in manually configuring, pricing, and generating quotes for complex industrial products, resulting in delayed sales cycles, increased errors, and inconsistency across multiple sales channels. Without automation, bottlenecks hinder scalability, and lack of integrated data synchronization causes discrepancies in product and pricing information.

A medium to large-scale industrial distributor specializing in complex product configurations and customized sales processes, seeking to streamline quote generation and automate workflows.

• Develop a comprehensive CPQ system to automate product configuration and quotation generation, significantly reducing manual effort.
• Enhance accuracy in real-time pricing and configuration, minimizing errors across all product lines.
• Integrate workflow automation to facilitate seamless approvals, custom pricing, and product selection processes, reducing processing time and manual interventions.
• Implement data governance and synchronization mechanisms to ensure consistent, up-to-date product and pricing data across multiple sales channels.
• Empower sales teams and customers with self-service quoting capabilities, accelerating decision-making and increasing throughput.
• Achieve targeted reductions in quote generation time by up to 88% to improve operational efficiency.

• Product configuration engine supporting complex dependencies and custom assemblies.
• Instant quote and price calculation based on defined configuration rules.
• Workflow automation for approvals, custom pricing, and product selection processes.
• Real-time data synchronization and governance across sales platforms.
• Self-service quoting portal enabling customers and sales reps to generate accurate quotes independently.
• Integration APIs supporting seamless data exchange via REST, gRPC, and protocol buffers.
• Dashboard and reporting tools for tracking quote status and sales insights.

• Product and pricing databases
• Sales platforms and CRM systems
• Workflow management and approval systems
• Data governance and synchronization services

• System must process high volumes of quotes with minimal latency, targeting under 2 seconds per quote generation
• High availability with 99.9% uptime
• Secure data handling compliant with industry standards
• Scalable architecture supporting increased product complexity and sales volume

The implementation of the automated CPQ system is expected to reduce quote generation time by up to 88%, drastically improving sales throughput. It will minimize pricing errors, enabling real-time, accurate configurations across all product lines. The automation of workflows will eliminate manual approval bottlenecks, reducing processing delays and enhancing overall customer experience. With integrated data synchronization, operational consistency will be maintained, positioning the client for scalable growth and enhanced industry competitiveness.