Quote turnaround from 5 days to same-day.
Implemented Salesforce CPQ with automated pricing rules, product bundles, and approval workflows. Sales reps now generate accurate quotes without engineering sign-off.
The challenge
What needed solving.
PartsCo's sales team sold complex industrial parts configurations — a single quote could involve 300+ line items with custom pricing, compatibility rules, and margin thresholds. Every quote required engineering review, which created a 5-day bottleneck. Deals were lost to competitors who quoted faster. Sales reps had no confidence in the numbers they were giving customers.
The solution
What we built.
We implemented Salesforce CPQ with a complete product catalogue, automated compatibility rules, and tiered pricing logic. The approval workflow now triggers only for quotes that breach margin thresholds — standard quotes generate and send automatically. Sales reps produce accurate, branded quotes in under 10 minutes.
Product catalogue & pricing model
Loaded 12,000 SKUs into CPQ price books with compatibility matrices and bundle configurations based on engineering specs.
Pricing rules & constraints
Built 40+ Apex-backed pricing rules enforcing margin floors, volume discounts, and regional price variations.
Approval automation
Designed a tiered approval workflow — standard quotes auto-approve, custom pricing routes to sales ops, margin exceptions to management.
Quote template & e-sign
Created a branded PDF quote template with DocuSign integration for same-day e-signature and order confirmation.
The results
Measurable outcomes.
"Our reps were quoting on gut feel before. Now they walk into every negotiation with exact numbers and the confidence to back them up.
Tech stack
Work with us
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