Lightweight CPQ

Lightweight CPQ leverages pre approved discount schedules based on product volumes. Users simply enter a quantity and we do the rest by updating the sales price based on an approved pricing tier. This saves sales user's time by automatically looking up price discounts, prevent errors from data entry and even provides guardrails around discount percentages permitted uniquely by product.

Validation is included in addition to the pre approved discounted tiers to ensure that only certain discounts are granted above each discounted tier before an approval is delivered.

Leverage our rounding tool to round to deliver nicely rounded line items to deliver a nicely rounded quote or proposal.

Our new Auto Renewal Management Flow templates allow you to customize the creation of auto renewals when deals are closed and determine which fields are mapped to the new opportunity. After the renewal is created automatically, a user can easily charge a premium for next year's service and that percent markup applies to all line items of the renewal opportunity.