iQ CPQ

Highlights

• FLEXIBLE FOR SIMPLE TO COMPLEX Quote standard, configured, kitted, ETO custom, and recurring products in one platform. Two pricing tiers, built natively on Salesforce, no middleware required. Easy to implement in-house.
• RULES-BASED PRODUCT CONFIGURATOR Dependency management, guided selling, and real-time validation. Smart product codes assemble automatically. Min/increment quantity enforcement. Supports standard, configured, kitted, custom, and ETO products.
• PRODUCT OPTIONS AND VARIANTS Quote thousands of combinations with option sets, no SKU explosion required. Inline selection updates product code, name, and description automatically. Cylindo integration renders photorealistic images in real time.
• ENGINEER-TO-ORDER QUOTING Build multi-level BOMs with real materials and labor directly on the quote. Up to five levels of hierarchy at quote time. No pre-created items required. Real-time cost rollup and margin visibility.
• PRICING ENGINE AND MARGIN CONTROL Quantity break, customer group, and promotional pricing rules. Quote any mix of one-time and recurring products on the same quote. Contract length and period support. Color-coded margin health on every line.
• SMART QUOTE EXPERIENCE Full catalog search with attribute filtering. Recommended products panel shows cross-sell and upsell with dollar potential. Quote Groups, optional lines, and bulk import from spreadsheets in seconds.
• PROFESSIONAL QUOTE OUTPUT Flexible document template builder with multiple product image support. Integrates with DocuSign, Adobe Sign, and SignNow for e-signature. Configurable approvals keep deals moving. 3rd party document generation supported.
• INTUITIVE ADMINISTRATION Admin-friendly setup, no CPQ specialist or developer required. Easily customizable with field set-driven configuration controls columns, fields, and layouts. Manage price lists, discount rules, and approvals without writing code.
• BUILT TO INTEGRATE Integrate iQ CPQ with most modern systems via REST using LiNK, Luxent's integration solution. Pre-built NetSuite ERP integration for quote-to-order handoff and item creation. Avalara and TaxJar integration for automated tax calculation.