The Salesperson's Guide to Configure, Price, Quote (CPQ)

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class="blog-nav-media-dropdown-cta-container"> </div> </div> </div> </div> </div> </li> <li class="blog-nav-primary-menu-item"> <button class="blog-nav-menu-trigger blog-nav-media-dropdown-trigger" aria-controls="videos-mega-menu-submenu" aria-expanded="false"> <h6>Videos</h6> <svg class="cl-icon -down-arrow" aria-hidden="true"> <use href="#cl-icon-down" /> </svg> </button> <div id="videos-mega-menu-submenu" class="blog-nav-menu -light"> <div class="blog-nav-menu-content"> <div class="blog-nav-media-dropdown"> <div class="blog-nav-media-dropdown-content cl-page-width"> <div class="blog-nav-menu-header blog-nav-media-dropdown-header"> <h3>Videos</h3> <p>Browse our collection of educational shows and videos on YouTube.</p> </div> <div class="blog-nav-media-dropdown-container"> <div class="blog-nav-media-dropdown-cards-block"> <ul> <li> <a class="blog-nav-card cl-card -green -hoverable -light blog-nav-media-dropdown-card ga_nav_link" href="https://www.youtube.com/@TheHustleChannel" target="_blank" data-ga_nav_type="header_nav" data-ga_nav_tree_text="Videos > The Hustle"> <div class="blog-nav-card-thumbnail"> <img src="https://53.fs1.hubspotusercontent-na1.net/hubfs/53/assets/hubspot.com/web-team/WBZ/HubSpot%20Media/Blog%202021/Images/Nav/Optimized/TheHustle_Icon_Dark.svg" alt="" loading="lazy"> </div> <div class="blog-nav-card-body"> <h4 class="blog-nav-card-title"> The Hustle <svg class="cl-icon -external-link" width="14" height="14" aria-hidden="true" aria-label="Link opens in a new window"> <use href="#cl-icon-external-link" /> </svg> </h4> <p class="blog-nav-card-description -small">Our unrivaled storytelling, in video format. Subscribe for little revelations across business and tech</p> </div> </a> </li> <li> <a class="blog-nav-card cl-card -green -hoverable -light blog-nav-media-dropdown-card ga_nav_link" href="https://www.youtube.com/@HubSpotMarketing" target="_blank" data-ga_nav_type="header_nav" data-ga_nav_tree_text="Videos > Marketing with HubSpot"> <div class="blog-nav-card-thumbnail"> <img src="//53.fs1.hubspotusercontent-na1.net/hubfs/53/assets/hubspot.com/web-team/WBZ/Blog%202021/Images/Nav/Optimized/HubSpotLogo_64x64.png" alt="" loading="lazy"> </div> <div class="blog-nav-card-body"> <h4 class="blog-nav-card-title"> Marketing with HubSpot <svg class="cl-icon -external-link" width="14" height="14" aria-hidden="true" aria-label="Link opens in a new window"> <use href="#cl-icon-external-link" /> </svg> </h4> <p class="blog-nav-card-description -small">Learn marketing strategies and skills straight from the HubSpot experts</p> </div> </a> </li> <li> <a class="blog-nav-card cl-card -green -hoverable 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class="blog-nav-primary-menu-item"> <button class="blog-nav-menu-trigger blog-nav-media-dropdown-trigger" aria-controls="podcasts-mega-menu-submenu" aria-expanded="false"> <h6>Podcasts</h6> <svg class="cl-icon -down-arrow" aria-hidden="true"> <use href="#cl-icon-down" /> </svg> </button> <div id="podcasts-mega-menu-submenu" class="blog-nav-menu -light"> <div class="blog-nav-menu-content"> <div class="blog-nav-media-dropdown"> <div class="blog-nav-media-dropdown-content cl-page-width"> <div class="blog-nav-menu-header blog-nav-media-dropdown-header"> <h3>Podcasts</h3> <p>HubSpot Podcast Network is the destination for business professionals who seek the best education on how to grow a business.</p> </div> <div class="blog-nav-media-dropdown-container"> <div class="blog-nav-media-dropdown-cards-block"> <ul> <li> <a class="blog-nav-card cl-card -green -hoverable -light blog-nav-media-dropdown-card ga_nav_link" href="https://link.chtbl.com/3iN6uLVq" target="_blank" data-ga_nav_type="header_nav" data-ga_nav_tree_text="Podcasts > My First Million" data-navigation-params="blognavcard-podcasts-myfirstmillion"> <div class="blog-nav-card-thumbnail"> <img src="//53.fs1.hubspotusercontent-na1.net/hubfs/53/assets/hubspot.com/web-team/WBZ/HubSpot%20Media/Blog%202021/Images/Nav/Optimized/MFM_Podcast_Art_Small.png" alt="" loading="lazy"> </div> <div class="blog-nav-card-body"> <h4 class="blog-nav-card-title"> My First Million </h4> <p class="blog-nav-card-description -small">Each week, hosts Sam Parr and Shaan Puri explore new business ideas based on trends and opportunities in the market</p> </div> <div class="blog-nav-card-icon"> <svg class="cl-icon" aria-hidden="true"> <use href="#cl-icon-down" /> </svg> </div> </a> </li> <li> <a class="blog-nav-card cl-card -green -hoverable -light blog-nav-media-dropdown-card ga_nav_link" href="https://link.chtbl.com/RzH0FxKT" target="_blank" data-ga_nav_type="header_nav" data-ga_nav_tree_text="Podcasts > Goal Digger " data-navigation-params="blognavcard-podcasts-goaldigger"> <div class="blog-nav-card-thumbnail"> <img src="//53.fs1.hubspotusercontent-na1.net/hubfs/53/assets/hubspot.com/web-team/WBZ/HubSpot%20Media/Blog%202021/Images/Nav/Optimized/Goal_Digger_Podcast_Small.png" alt="" loading="lazy"> </div> <div class="blog-nav-card-body"> <h4 class="blog-nav-card-title"> Goal Digger </h4> <p class="blog-nav-card-description -small">Redefining what success means and how you can find more joy, ease, and peace in the pursuit of your goals</p> </div> <div class="blog-nav-card-icon"> <svg class="cl-icon" aria-hidden="true"> <use href="#cl-icon-down" /> </svg> </div> </a> </li> <li> <a class="blog-nav-card cl-card -green -hoverable -light blog-nav-media-dropdown-card ga_nav_link" href="https://link.chtbl.com/D_hLI7EZ" target="_blank" data-ga_nav_type="header_nav" data-ga_nav_tree_text="Podcasts > The Hustle Daily Show" data-navigation-params="blognavcard-podcasts-theshustledaily"> <div class="blog-nav-card-thumbnail"> <img src="//53.fs1.hubspotusercontent-na1.net/hubfs/53/assets/hubspot.com/web-team/WBZ/HubSpot%20Media/Blog%202021/Images/Nav/Optimized/DailyShow_Art_Small.png" alt="" loading="lazy"> </div> <div class="blog-nav-card-body"> <h4 class="blog-nav-card-title"> The Hustle Daily Show </h4> <p class="blog-nav-card-description -small">A daily dose of irreverent, offbeat, and informative takes on business and tech news</p> </div> <div class="blog-nav-card-icon"> <svg class="cl-icon" aria-hidden="true"> <use href="#cl-icon-down" /> </svg> </div> </a> </li> <li> <a class="blog-nav-card cl-card -green -hoverable -light blog-nav-media-dropdown-card ga_nav_link" href="https://link.chtbl.com/K4VKqLWV" target="_blank" data-ga_nav_type="header_nav" data-ga_nav_tree_text="Podcasts > Another Bite" data-navigation-params="blognavcard-podcasts-onlinemarketingmadeeasy"> <div class="blog-nav-card-thumbnail"> <img src="//53.fs1.hubspotusercontent-na1.net/hubfs/53/assets/hubspot.com/web-team/WBZ/HubSpot%20Media/Blog%202021/Images/Nav/Optimized/Another%20Bite%20cover%20artwork_Small.jpg" alt="" loading="lazy"> </div> <div class="blog-nav-card-body"> <h4 class="blog-nav-card-title"> Another Bite </h4> <p class="blog-nav-card-description -small">Each week, Another Bite breaks down the latest and greatest pitches from Shark Tank</p> </div> <div class="blog-nav-card-icon"> <svg class="cl-icon" aria-hidden="true"> <use href="#cl-icon-down" /> </svg> </div> </a> </li> <li> <a class="blog-nav-card cl-card -green -hoverable -light blog-nav-media-dropdown-card ga_nav_link" href="https://link.chtbl.com/5BUTJJYi" target="_blank" data-ga_nav_type="header_nav" data-ga_nav_tree_text="Podcasts > Business Made Simple" data-navigation-params="blognavcard-podcasts-businessmadesimple"> <div class="blog-nav-card-thumbnail"> <img src="//53.fs1.hubspotusercontent-na1.net/hubfs/53/assets/hubspot.com/web-team/WBZ/HubSpot%20Media/Blog%202021/Images/Nav/Optimized/Business_Made_Simple_Art_Small.png" alt="" loading="lazy"> </div> <div class="blog-nav-card-body"> <h4 class="blog-nav-card-title"> Business Made Simple </h4> <p class="blog-nav-card-description -small">Build your business for far and fast success </p> </div> <div class="blog-nav-card-icon"> <svg class="cl-icon" aria-hidden="true"> <use href="#cl-icon-down" /> </svg> </div> </a> </li> <li> <a class="blog-nav-card cl-card -green -hoverable -light blog-nav-media-dropdown-card ga_nav_link" href="https://link.chtbl.com/5Mfokbsx" target="_blank" data-ga_nav_type="header_nav" data-ga_nav_tree_text="Podcasts > Marketing Against the Grain" data-navigation-params="blognavcard-podcasts-beingboss"> <div class="blog-nav-card-thumbnail"> <img src="//53.fs1.hubspotusercontent-na1.net/hubfs/53/assets/hubspot.com/web-team/WBZ/HubSpot%20Media/Blog%202021/Images/Nav/Optimized/MAT%20-%20Show%20Tile%20Small.png" alt="" loading="lazy"> </div> <div class="blog-nav-card-body"> <h4 class="blog-nav-card-title"> Marketing Against the Grain </h4> <p class="blog-nav-card-description -small">HubSpot CMO Kipp Bodnar and Zapier CMO Kieran Flanagan share what's happening now in marketing and what's ahead</p> </div> <div class="blog-nav-card-icon"> <svg class="cl-icon" aria-hidden="true"> <use href="#cl-icon-down" /> </svg> </div> </a> </li> </ul> </div> <ul class="blog-nav-media-dropdown-text-links-block"> <li> <a class="blog-nav-media-dropdown-text-link" href="https://link.chtbl.com/tbteICG8" target="_blank">Online Marketing Made Easy</a> <a class="blog-nav-card cl-card -green -hoverable -light blog-nav-media-dropdown-card" href="https://link.chtbl.com/tbteICG8" target="_blank"> <div class="blog-nav-card-body"> <h4 class="blog-nav-card-title"> Online Marketing Made Easy </h4> </div> <div class="blog-nav-card-icon"> <svg class="cl-icon" aria-hidden="true"> <use href="#cl-icon-down" /> </svg> </div> </a> </li> <li> <a class="blog-nav-media-dropdown-text-link" href="https://link.chtbl.com/kLhOjV53" target="_blank">The Product Boss</a> <a class="blog-nav-card cl-card -green -hoverable -light blog-nav-media-dropdown-card" href="https://link.chtbl.com/kLhOjV53" target="_blank"> <div class="blog-nav-card-body"> <h4 class="blog-nav-card-title"> The Product Boss </h4> </div> <div class="blog-nav-card-icon"> <svg class="cl-icon" aria-hidden="true"> <use href="#cl-icon-down" /> </svg> </div> </a> </li> <li> <a class="blog-nav-media-dropdown-text-link" href="https://link.chtbl.com/LJaBwFPi" target="_blank">Nudge</a> <a class="blog-nav-card cl-card -green -hoverable -light blog-nav-media-dropdown-card" href="https://link.chtbl.com/LJaBwFPi" target="_blank"> <div class="blog-nav-card-body"> <h4 class="blog-nav-card-title"> Nudge </h4> </div> <div class="blog-nav-card-icon"> <svg class="cl-icon" aria-hidden="true"> <use href="#cl-icon-down" /> </svg> </div> </a> </li> <li> <a class="blog-nav-media-dropdown-text-link" href="https://link.chtbl.com/t2kxrrUM" target="_blank">Side Hustle Pro</a> <a class="blog-nav-card cl-card -green -hoverable -light blog-nav-media-dropdown-card" href="https://link.chtbl.com/t2kxrrUM" target="_blank"> <div class="blog-nav-card-body"> <h4 class="blog-nav-card-title"> Side Hustle Pro </h4> </div> <div class="blog-nav-card-icon"> <svg class="cl-icon" aria-hidden="true"> <use href="#cl-icon-down" /> </svg> </div> </a> </li> <li> <a class="blog-nav-media-dropdown-text-link" href="https://link.chtbl.com/RYM8mDQs" target="_blank">Outbound Squad</a> <a class="blog-nav-card cl-card -green -hoverable -light blog-nav-media-dropdown-card" href="https://link.chtbl.com/RYM8mDQs" target="_blank"> <div class="blog-nav-card-body"> <h4 class="blog-nav-card-title"> Outbound Squad </h4> </div> <div class="blog-nav-card-icon"> <svg class="cl-icon" aria-hidden="true"> <use href="#cl-icon-down" /> </svg> </div> </a> </li> </ul> </div> <div class="blog-nav-media-dropdown-cta-container"> <a href="https://blog.hubspot.com/podcasts" class="blog-nav-media-dropdown-cta cl-button -primary ga_nav_link " data-ga_nav_type="header_nav" data-ga_nav_tree_text="Podcasts > See all podcasts"> See all podcasts </a> </div> </div> </div> </div> </div> </li> <li class="blog-nav-primary-menu-item"> <button class="blog-nav-menu-trigger blog-nav-media-dropdown-trigger" aria-controls="resources-mega-menu-submenu" aria-expanded="false"> <h6>Resources</h6> <svg class="cl-icon -down-arrow" aria-hidden="true"> <use href="#cl-icon-down" /> </svg> </button> <div id="resources-mega-menu-submenu" class="blog-nav-menu -light"> <div class="blog-nav-menu-content"> <div class="blog-nav-media-dropdown"> <div class="blog-nav-media-dropdown-content cl-page-width"> <div class="blog-nav-menu-header blog-nav-media-dropdown-header"> <h3>Resources</h3> <p>Expand your knowledge and take control of your career with our in-depth guides, lessons, and tools.</p> </div> <div class="blog-nav-media-dropdown-container"> <div class="blog-nav-media-dropdown-cards-block"> <ul> <li> <a class="blog-nav-card cl-card -green -hoverable -light blog-nav-media-dropdown-card ga_nav_link" href="https://academy.hubspot.com" target="_blank" data-ga_nav_type="header_nav" data-ga_nav_tree_text="Resources > Academy" data-navigation-params="blognavcard-resources-freecoursesandcertifications"> <div class="blog-nav-card-thumbnail"> <img src="//53.fs1.hubspotusercontent-na1.net/hubfs/53/assets/hubspot.com/web-team/WBZ/HubSpot%20Media/Blog%202021/Images/Nav/Optimized/resources_academy_small.png" alt="" loading="lazy"> </div> <div class="blog-nav-card-body"> <h4 class="blog-nav-card-title"> Academy </h4> <p class="blog-nav-card-description -small">Learn and get certified in the latest business trends from leading experts</p> </div> <div class="blog-nav-card-icon"> <svg class="cl-icon" aria-hidden="true"> <use href="#cl-icon-down" /> </svg> </div> </a> </li> <li> <a class="blog-nav-card cl-card -green -hoverable -light blog-nav-media-dropdown-card ga_nav_link" href="https://www.hubspot.com/resources/template" target="_blank" data-ga_nav_type="header_nav" data-ga_nav_tree_text="Resources > Templates"> <div class="blog-nav-card-thumbnail"> <img src="//53.fs1.hubspotusercontent-na1.net/hubfs/53/assets/hubspot.com/web-team/WBZ/HubSpot%20Media/Blog%202021/Images/Nav/Optimized/resources_templates_small.png" alt="" loading="lazy"> </div> <div class="blog-nav-card-body"> <h4 class="blog-nav-card-title"> Templates </h4> <p class="blog-nav-card-description -small">Interactive documents and spreadsheets to customize for your business's needs</p> </div> <div class="blog-nav-card-icon"> <svg class="cl-icon" aria-hidden="true"> <use href="#cl-icon-down" /> </svg> </div> </a> </li> <li> <a class="blog-nav-card cl-card -green -hoverable -light blog-nav-media-dropdown-card ga_nav_link" href="https://www.hubspot.com/resources/ebook" target="_blank" data-ga_nav_type="header_nav" data-ga_nav_tree_text="Resources > Ebooks"> <div class="blog-nav-card-thumbnail"> <img src="//53.fs1.hubspotusercontent-na1.net/hubfs/53/assets/hubspot.com/web-team/WBZ/HubSpot%20Media/Blog%202021/Images/Nav/Optimized/resources_ebooks_small.png" alt="" loading="lazy"> </div> <div class="blog-nav-card-body"> <h4 class="blog-nav-card-title"> Ebooks </h4> <p class="blog-nav-card-description -small">In-depth guides on dozens of topics pertaining to the marketing, sales, and customer service industries</p> </div> <div class="blog-nav-card-icon"> <svg class="cl-icon" aria-hidden="true"> <use href="#cl-icon-down" /> </svg> </div> </a> </li> <li> <a class="blog-nav-card cl-card -green -hoverable -light blog-nav-media-dropdown-card ga_nav_link" href="https://www.hubspot.com/resources/kit" target="_blank" data-ga_nav_type="header_nav" data-ga_nav_tree_text="Resources > Kits"> <div class="blog-nav-card-thumbnail"> <img src="//53.fs1.hubspotusercontent-na1.net/hubfs/53/assets/hubspot.com/web-team/WBZ/HubSpot%20Media/Blog%202021/Images/Nav/Optimized/resources_kits_small.png" alt="" loading="lazy"> </div> <div class="blog-nav-card-body"> <h4 class="blog-nav-card-title"> Kits </h4> <p class="blog-nav-card-description -small">Multi-use content bundled into one download to inform and empower you and your team</p> </div> <div class="blog-nav-card-icon"> <svg class="cl-icon" aria-hidden="true"> <use href="#cl-icon-down" /> </svg> </div> </a> </li> <li> <a class="blog-nav-card cl-card -green -hoverable -light blog-nav-media-dropdown-card ga_nav_link" href="https://www.hubspot.com/free-business-tools" target="_blank" data-ga_nav_type="header_nav" data-ga_nav_tree_text="Resources > Tools"> <div class="blog-nav-card-thumbnail"> <img src="//53.fs1.hubspotusercontent-na1.net/hubfs/53/assets/hubspot.com/web-team/WBZ/HubSpot%20Media/Blog%202021/Images/Nav/Optimized/resources_tools_small.png" alt="" loading="lazy"> </div> <div class="blog-nav-card-body"> <h4 class="blog-nav-card-title"> Tools </h4> <p class="blog-nav-card-description -small">Customized assets for better branding, strategy, and insights</p> </div> <div class="blog-nav-card-icon"> <svg class="cl-icon" aria-hidden="true"> <use href="#cl-icon-down" /> </svg> </div> </a> </li> </ul> </div> <ul class="blog-nav-media-dropdown-text-links-block"> </ul> </div> <div class="blog-nav-media-dropdown-cta-container"> </div> </div> </div> </div> </div> </li> <li class="blog-nav-primary-menu-item -site-search"> <button class="blog-nav-site-search-trigger" aria-expanded="false" data-cl-modal="blog-search-modal"> <span class="visually-hidden">Search...</span> <svg class="cl-icon -search" aria-hidden="true"> <use href="#cl-icon-search"></use> </svg> </button> </li> <li class="blog-nav-primary-menu-item -hubspot-products"> <button class="blog-nav-menu-trigger blog-nav-media-dropdown-trigger" aria-controls="hubspot-products-mega-menu-submenu" aria-expanded="false"> <h6>HubSpot Products</h6> <svg class="cl-icon -down-arrow" aria-hidden="true"> <use href="#cl-icon-down" /> </svg> </button> <div id="hubspot-products-mega-menu-submenu" class="blog-nav-menu -light"> <div class="blog-nav-menu-content"> <div class="blog-nav-hubspot-products-dropdown cl-page-width"> <div class="blog-nav-menu-header blog-nav-hubspot-products-dropdown-header"> <h3>The HubSpot Customer Platform</h3> <p>All of HubSpot's marketing, sales, customer service, CMS, operations, and commerce software on one platform. <a class="hsg-nav__subheader-highlight" href="https://www.hubspot.com/pricing/marketing/enterprise?products=marketing-hub-professional_1&term=annual" target="_blank" rel="noopener noreferrer">See pricing</a></p> </div> <div class="blog-nav-hubspot-products-dropdown-links"> <ul class="blog-nav-menu-list blog-nav-hubspot-product-cards-list"> <li class="blog-nav-hubspot-product-cards-list-item"> <a class="blog-nav-card cl-card -green -hoverable -light blog-nav-hs-info-card ga_nav_link" href="//www.hubspot.com/products/crm" target="_blank" data-ga_nav_type="header_nav" data-ga_nav_tree_text="HubSpot Products > Free HubSpot CRM"> <div class="blog-nav-card-body"> <h4 class="blog-nav-card-title"> Free HubSpot CRM </h4> </div> <div class="blog-nav-card-icon"> <svg class="cl-icon" aria-hidden="true"> <use href="#cl-icon-down" /> </svg> </div> </a> </li> <li class="blog-nav-hubspot-product-cards-list-item"> <a class="blog-nav-card cl-card -green -hoverable -light blog-nav-hs-info-card ga_nav_link" href="//www.hubspot.com/products/get-started" target="_blank" data-ga_nav_type="header_nav" data-ga_nav_tree_text="HubSpot Products > Overview of all products"> <div class="blog-nav-card-body"> <h4 class="blog-nav-card-title"> Overview of all products </h4> </div> <div 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id="marketing-linear1" gradientunits="userSpaceOnUse" x1="481.9" y1="607.34" x2="1438.1" y2="1312.66" gradienttransform="matrix(0.0125,0,0,0.0125,0,0)"> <stop offset="0.18" style="stop-color:rgb(100%,50.980392%,30.588235%);stop-opacity:1;" /> <stop offset="0.82" style="stop-color:rgb(100%,36.078431%,20.784314%);stop-opacity:1;" /> </lineargradient> </defs> <g id="marketing-surface1"> <path style=" stroke:none;fill-rule:nonzero;fill:rgb(100%,36.078431%,20.784314%);fill-opacity:1;" d="M 12 9 C 10.34375 9 9 10.34375 9 12 L 9 20 C 9 21.3125 9.855469 22.476562 11.109375 22.867188 C 12.363281 23.253906 13.726562 22.78125 14.472656 21.699219 L 19.972656 13.699219 C 20.601562 12.785156 20.675781 11.59375 20.15625 10.609375 C 19.640625 9.621094 18.621094 9.003906 17.507812 9 Z M 12 9 " /> <path style=" stroke:none;fill-rule:nonzero;fill:url(#marketing-linear0);" d="M 12 15 C 13.65625 15 15 13.65625 15 12 L 15 4 C 15 2.6875 14.144531 1.523438 12.890625 1.132812 C 11.636719 0.746094 10.273438 1.21875 9.527344 2.300781 L 4.027344 10.300781 C 3.394531 11.21875 3.324219 12.410156 3.84375 13.398438 C 4.363281 14.382812 5.386719 15 6.5 15 Z M 12 15 " /> <path style=" stroke:none;fill-rule:nonzero;fill:rgb(100%,36.078431%,20.784314%);fill-opacity:1;" d="M 15 4 C 15 5.65625 13.65625 7 12 7 C 10.34375 7 9 5.65625 9 4 C 9 2.34375 10.34375 1 12 1 C 13.65625 1 15 2.34375 15 4 Z M 15 4 " /> <path style=" stroke:none;fill-rule:nonzero;fill:url(#marketing-linear1);" d="M 17.5 15 L 6.5 15 C 4.84375 15 3.5 13.65625 3.5 12 C 3.5 10.34375 4.84375 9 6.5 9 L 17.5 9 C 19.15625 9 20.5 10.34375 20.5 12 C 20.5 13.65625 19.15625 15 17.5 15 Z M 17.5 15 " /> </g> </svg> </div> <div class="blog-nav-card-body"> <h4 class="blog-nav-card-title"> Marketing Hub </h4> <p class="blog-nav-card-description -small">Marketing automation software. <span class="hsg-nav__subheader-highlight">Free and premium plans</span></p> </div> <div class="blog-nav-card-icon"> <svg class="cl-icon" aria-hidden="true"> <use href="#cl-icon-down" /> </svg> </div> </a> </li> <li class="blog-nav-hubspot-product-cards-list-item"> <a class="blog-nav-card cl-card -green -hoverable -light blog-nav-hs-product-card ga_nav_link" href="//www.hubspot.com/products/sales" target="_blank" data-ga_nav_type="header_nav" data-ga_nav_tree_text="HubSpot Products > Sales Hub"> <div class="blog-nav-card-svg" aria-hidden="true"> <svg xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" width="24px" height="24px" viewbox="0 0 24 24" version="1.1"> <defs> <lineargradient id="sales-linear0" gradientunits="userSpaceOnUse" x1="344.47" y1="825.51" x2="1334.74" y2="1555.96" gradienttransform="matrix(0.0125,0,0,0.0125,0,0)"> <stop offset="0.18" style="stop-color:rgb(100%,50.980392%,30.588235%);stop-opacity:1;" /> <stop offset="0.82" style="stop-color:rgb(100%,36.078431%,20.784314%);stop-opacity:1;" /> </lineargradient> <lineargradient id="sales-linear1" gradientunits="userSpaceOnUse" x1="104.27" y1="817.7" x2="1860.91" y2="817.7" gradienttransform="matrix(0.0125,0,0,0.0125,0,0)"> <stop offset="0.27" style="stop-color:rgb(100%,50.980392%,30.588235%);stop-opacity:1;" /> <stop offset="0.74" style="stop-color:rgb(100%,65.490196%,40%);stop-opacity:1;" /> </lineargradient> </defs> <g id="sales-surface1"> <path style=" stroke:none;fill-rule:nonzero;fill:rgb(100%,36.078431%,20.784314%);fill-opacity:1;" d="M 19.75 18.609375 L 14.871094 3.59375 C 14.5 2.363281 13.355469 1.464844 12 1.464844 C 10.644531 1.464844 9.5 2.363281 9.128906 3.59375 L 4.25 18.609375 C 3.847656 19.84375 4.289062 21.199219 5.339844 21.960938 C 6.390625 22.726562 7.816406 22.726562 8.867188 21.960938 L 12 19.6875 L 15.132812 21.960938 L 15.136719 21.964844 C 16.1875 22.726562 17.609375 22.726562 18.660156 21.960938 C 19.710938 21.199219 20.152344 19.84375 19.75 18.609375 Z M 19.75 18.609375 " /> <path style=" stroke:none;fill-rule:nonzero;fill:url(#sales-linear0);" d="M 16.898438 22.535156 C 16.261719 22.535156 15.644531 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Z M 23.5 10.222656 " /> </g> </svg> </div> <div class="blog-nav-card-body"> <h4 class="blog-nav-card-title"> Sales Hub </h4> <p class="blog-nav-card-description -small">Sales CRM software. <span class="hsg-nav__subheader-highlight">Free and premium plans</span></p> </div> <div class="blog-nav-card-icon"> <svg class="cl-icon" aria-hidden="true"> <use href="#cl-icon-down" /> </svg> </div> </a> </li> <li class="blog-nav-hubspot-product-cards-list-item"> <a class="blog-nav-card cl-card -green -hoverable -light blog-nav-hs-product-card ga_nav_link" href="//www.hubspot.com/products/service" target="_blank" data-ga_nav_type="header_nav" data-ga_nav_tree_text="HubSpot Products > Service Hub"> <div class="blog-nav-card-svg" aria-hidden="true"> <svg xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" width="24px" height="24px" viewbox="0 0 24 24" version="1.1"> <defs> <lineargradient id="service-linear0" gradientunits="userSpaceOnUse" x1="684.58" y1="1448.12" x2="1469" 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window.__hsServerPageUrl = "https:\u002F\u002Fblog.hubspot.com\u002Fsales\u002Fconfigure-price-quote-cpq"; window.__hsBasePath = "\u002Fsales\u002Fconfigure-price-quote-cpq"; </script> </div> <main> <div class="content-wrapper"> <div id="hs_cos_wrapper_public_facing_updated_date" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"></div> <div id="hs_cos_wrapper_breadcrumbs_module" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <section id="breadcrumbs_module" class="csol-section csol-breadcrumbs -white -padding-top-xs -padding-bottom-xs"> <div class="csol-section-wrapper"> <div class="csol-breadcrumbs-container"> <ul class="csol-breadcrumbs-list cl-breadcrumbs -white"> <li class="cl-breadcrumbs-link"> <svg class="cl-icon cl-breadcrumbs-separator" aria-hidden="true"> <use href="#cl-icon-right"></use> </svg> <a class="cl-breadcrumbs-link-text" href="https://blog.hubspot.com"> Home </a> </li> <li class="cl-breadcrumbs-link"> <svg class="cl-icon cl-breadcrumbs-separator" aria-hidden="true"> <use href="#cl-icon-right"></use> </svg> <a class="cl-breadcrumbs-link-text" href="https://blog.hubspot.com/sales"> Sales </a> </li> <li class="cl-breadcrumbs-link -current"> <svg class="cl-icon cl-breadcrumbs-separator" aria-hidden="true"> <use href="#cl-icon-right"></use> </svg> <span class="cl-breadcrumbs-link-text"><span id="hs_cos_wrapper_name" class="hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_text" style="" data-hs-cos-general-type="meta_field" data-hs-cos-type="text">The Salesperson's Guide to Configure, Price, Quote (CPQ)</span></span> </li> </ul> </div> </div> </section> </div> <div id="blog-page-read-time" class="blog-post"> <div id="hs_cos_wrapper_blog_post_header" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"><section class="blog-post-header cl-page-width"> <h1 class="blog-post-header-title"><span id="hs_cos_wrapper_name" class="hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_text" style="" data-hs-cos-general-type="meta_field" data-hs-cos-type="text">The Salesperson's Guide to Configure, Price, Quote (CPQ)</span></h1> <div class="blog-post-header-cta"> <a class="blog-post-header-cta-anchor -cta-button cl-button -primary -medium" href="https://www.hubspot.com/products/sales?hubs_post-cta=author" target="_blank"> <span class="cta-button-text">Learn About HubSpot's Sales Hub </span> </a> </div> <div class="blog-post-header-info"> <div class="blog-post-header-authors"> <img class="blog-post-header-author-avatar -primary" src="https://app.hubspot.com/settings/avatar/d41c678ab115f5adfb9078ee0688d526" width="48" height="48" alt="Lestraundra Alfred"> <div class="blog-post-header-author -primary-author "> <a class="blog-post-header-author -author-page cl-textLink -light -medium" href="https://blog.hubspot.com/sales/author/lestraundra-alfred">Lestraundra Alfred</a> <a class="blog-post-header-author -social-share cl-socialButton -light -small" target="_blank" href="https://twitter.com/writerlest" rel="noopener noreferrer" aria-label="Lestraundra Alfred Twitter profile"> <svg class="cl-icon" aria-hidden="true"> <use href="#cl-icon-twitter" /> </svg> </a> </div> </div> <div class="blog-post-header-dates"> <p class="blog-post-header-dates-updated">Updated: <time datetime=""> September 23, 2021 </time> </p> <p class="blog-post-header-dates-created ">Published: <time datetime="2019-20-11"> November 20, 2019 </time></p> </div> </div> </section></div> <div class="hsg-rich-text blog-post-body"> <div class="hsg-rich-text__wrapper"> <span id="hs_cos_wrapper_post_body" class="hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_rich_text" style="" data-hs-cos-general-type="meta_field" data-hs-cos-type="rich_text"><p>Your days are jam-packed with tasks related to bringing in revenue for your company. And as it hits its stride and continues to grow and scale, your daily tasks become increasingly complicated — especially as your product line grows in complexity.</p><div class="blog-post-body-featured-image"><img src="https://53.fs1.hubspotusercontent-na1.net/hub/53/hubfs/configure-price-quote-cpq%20%281%29.jpg?width=595&height=400&name=configure-price-quote-cpq%20%281%29.jpg" alt="configure-price-quote-cpq (1)" width="595" height="400" srcset="https://53.fs1.hubspotusercontent-na1.net/hub/53/hubfs/configure-price-quote-cpq%20%281%29.jpg?width=298&height=200&name=configure-price-quote-cpq%20%281%29.jpg 298w, https://53.fs1.hubspotusercontent-na1.net/hub/53/hubfs/configure-price-quote-cpq%20%281%29.jpg?width=595&height=400&name=configure-price-quote-cpq%20%281%29.jpg 595w, https://53.fs1.hubspotusercontent-na1.net/hub/53/hubfs/configure-price-quote-cpq%20%281%29.jpg?width=893&height=600&name=configure-price-quote-cpq%20%281%29.jpg 893w, https://53.fs1.hubspotusercontent-na1.net/hub/53/hubfs/configure-price-quote-cpq%20%281%29.jpg?width=1190&height=800&name=configure-price-quote-cpq%20%281%29.jpg 1190w, https://53.fs1.hubspotusercontent-na1.net/hub/53/hubfs/configure-price-quote-cpq%20%281%29.jpg?width=1488&height=1000&name=configure-price-quote-cpq%20%281%29.jpg 1488w, https://53.fs1.hubspotusercontent-na1.net/hub/53/hubfs/configure-price-quote-cpq%20%281%29.jpg?width=1785&height=1200&name=configure-price-quote-cpq%20%281%29.jpg 1785w" sizes="(max-width: 595px) 100vw, 595px"></div>  <p>If you are manually tracking orders, you can save time, reduce your sales cycle, and increase future sales by implementing a <a href="https://www.hubspot.com/products/sales/cpq" rel="noopener" target="_blank">configure price quote (CPQ) solution.</a></p> <p><span class="hs-cta-wrapper" id="hs-cta-wrapper-868e3cc8-3d7b-4cb0-973e-ed513888f273"><span class="hs-cta-node hs-cta-868e3cc8-3d7b-4cb0-973e-ed513888f273" id="hs-cta-868e3cc8-3d7b-4cb0-973e-ed513888f273"><a href="https://cta-redirect.hubspot.com/cta/redirect/53/868e3cc8-3d7b-4cb0-973e-ed513888f273" target="_blank" rel="noopener"><img class="hs-cta-img" id="hs-cta-img-868e3cc8-3d7b-4cb0-973e-ed513888f273" style="border-width:0px;margin: 0 auto; display: block; margin-top: 20px; margin-bottom: 20px" height="59" width="396" src="https://no-cache.hubspot.com/cta/default/53/868e3cc8-3d7b-4cb0-973e-ed513888f273.png" alt="Learn More About HubSpot's Sales Software" align="middle"></a></span><script charset="utf-8" src="/hs/cta/cta/current.js" nonce="+r2DNLQXnDMVNNHZmJV28A=="></script><script type="text/javascript" nonce="+r2DNLQXnDMVNNHZmJV28A=="> hbspt.cta._relativeUrls=true;hbspt.cta.load(53, '868e3cc8-3d7b-4cb0-973e-ed513888f273', {"useNewLoader":"true","region":"na1"}); </script></span></p><div id="hs_cos_wrapper_widget_b3b52c05-345d-42a3-8b3d-5c13d7d82844" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <section id="widget_b3b52c05-345d-42a3-8b3d-5c13d7d82844" class="csol-section csol-featured-snippet -blog -white -padding-top-xs -padding-bottom-xs"> <div class="csol-section-wrapper"> <div class="csol-featured-snippet-container -light"> <div class="csol-featured-snippet-header"> <img src="https://53.fs1.hubspotusercontent-na1.net/hubfs/53/assets/component-library/sprocket.svg" alt="" class="" data-csol-svg-source="https://53.fs1.hubspotusercontent-na1.net/hubfs/53/assets/component-library/sprocket.svg" width="48" height="48" loading="lazy"><h2 class="csol-featured-snippet-heading">Configure, Price, Quote (CPQ)</h2></div> <div class="csol-featured-snippet-paragraph"> <p>Configure, Price, Quote software (CPQ) enables sales teams to generate price quotes for orders quickly and accurately. An effective CPQ solution can help businesses streamline their invoicing and payment processes, and can simplify inventory management.</p> </div> </div> </div> </section> </div><p>If you think using a CPQ tool is the same as sending a basic PDF invoice, think again. By using a reliable CPQ tool, you can streamline your sales process and reduce your time spent performing administrative tasks while your company, pipeline, and product offerings continue to grow.</p> <p>Let’s break down the CPQ process so you can understand how it works.</p><div id="hs_cos_wrapper_widget_26365f3a-75f0-4df5-afdf-c098a17d7688" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <section id="widget_26365f3a-75f0-4df5-afdf-c098a17d7688" class="csol-section csol-featured-snippet -blog -white -padding-top-xs -padding-bottom-xs"> <div class="csol-section-wrapper"> <div class="csol-featured-snippet-container -light"> <div class="csol-featured-snippet-header"> <img src="https://53.fs1.hubspotusercontent-na1.net/hubfs/53/assets/component-library/sprocket.svg" alt="" class="" data-csol-svg-source="https://53.fs1.hubspotusercontent-na1.net/hubfs/53/assets/component-library/sprocket.svg" width="48" height="48" loading="lazy"><h2 class="csol-featured-snippet-heading">The CPQ Process</h2></div> <ol class="csol-featured-snippet-list-items"> <li> <span>Configure.</span> </li> <li> <span>Determine a pricing strategy.</span> </li> <li> <span>Leverage your software to specify how pricing should be determined.</span> </li> <li> <span>Send a Quote</span> </li> <li> <span>Consider using a payment integration. </span> </li> <li> <span>Take advantage of reporting features. </span> </li> </ol> </div> </div> </section> </div><h3><span style="font-size: 14pt; color: #434343;">1. Configure</span></h3> <p>Facing more product options than ever, customers are no longer interested in purchasing one-size-fits-all solutions. Nowadays, consumer preferences are trending towards personalization.</p> <p>Buyers are in the market for products and services that suit their needs — the more specific, the better. In fact, <a href="https://www2.deloitte.com/content/dam/Deloitte/ch/Documents/consumer-business/ch-en-consumer-business-made-to-order-consumer-review.pdf" rel="noopener" target="_blank">one in five buyers is willing to pay a 20 percent premium</a> for personalized products. But how can your business keep pace with that shift? </p> <p>Configuration is one of the best places to start. Through configuration, you can give buyers the custom products they’re looking for — working with them to ensure your offering has the specific features and functionality they're after through one straightforward, easily trackable system. </p> <p>If your company has an extensive product catalog or a variety of different customization options, configuration features within a CPQ tool can help you quickly and easily create an offer for the product your prospect wants.</p> <p>For example, if your company sells custom athletic gear and you are selling team wear to a local sports team, you can use configuration software to capture the correct customization of their order — including details such as color and fabric.</p> <h3><span style="font-size: 14pt; color: #434343;">2. Determine a pricing strategy.</span></h3> <p>Once you have configured your offering to a buyer’s liking, price functionality allows you to optimize the price to give to the customer by taking into account the nuances of their purchase — along with any applicable discounts or taxes.</p> <p>Depending on your company’s <a href="/sales/pricing-strategy?hubs_signup-url=blog.hubspot.com/sales/configure-price-quote-cpq&hubs_signup-cta=null&_ga=2.142252146.1133981202.1601303048-2029224649.1601303048" rel="noopener" target="_blank">pricing strategy</a>, the price functionality of a CPQ tool can support your ability to make the sale by modeling the correct price for each deal. Common pricing strategies include:</p> <ul> <li style="color: #33475b;">Competition-based pricing — Basing the price off of market rate for your offering.</li> <li style="color: #33475b;">Cost-plus pricing — Marking up the final price of your product to include the cost of producing your product plus how much your company intends to profit.</li> <li style="color: #33475b;">Dynamic pricing — Fluctuating the price depending on customer demand.</li> <li style="color: #33475b;">Rate-based pricing — Commonly used for service-based deals. The customer is charged an hourly rate for the amount of time it took to perform the deliverable.</li> <li style="color: #33475b;">Value-based pricing — Charging how much a customer is willing to pay for the product.</li> </ul> <h3><span style="font-size: 14pt; color: #434343;">3. Leverage your software to specify how pricing should be determined.</span></h3> <p>With a CPQ tool, you can specify how each product's pricing should be determined and generate it automatically. You can also vary pricing depending on a product's functionality — if that suits your company and the sale you’re working to close.</p> <p>Continuing the team sportswear example, if your company offers a pricing model that lowers the price per unit for high-quantity orders, your CPQ tool should be able to calculate the correct price.</p> <p>Let’s say your sportswear company charges $25 per jersey for orders of 20-40 units, and $18 per jersey for orders of 50-70 units. If the buyer you are working with is ordering a total of 60 units, your CPQ tool should know to calculate the total price using the $18 per jersey rate.</p> <h3><span style="font-size: 14pt; color: #434343;">4. Send a quote.</span></h3> <p>Once your customer’s order has been configured and the pricing has been set, it’s time to send over a quote. Using a CPQ tool, you can instantly send accurate quotes to all major stakeholders, speeding up the process for your sales team and customer.</p> <p>By generating automatic quotes within your CPQ tool, you can create more accurate quotes in less time, and you can eliminate the back-and-forth that comes with sending quotes and invoices via email. This will allow you to streamline any necessary approvals and collect signatures electronically.</p> <h3><span style="font-size: 14pt; color: #434343;">5. Consider using payment integration. </span></h3> <p>Another common feature of CPQ software is online payment integration, allowing you to collect payments online when you send the quote to your customer.</p> <p>Not only does using this kind of tool make it easier for you to send quotes to buyers, it also ensures that those quotes are polished and on-brand. This means your contacts are getting a consistent experience, which reflects well on you and your company as a whole.</p> <h3><span style="font-size: 14pt; color: #434343;">6. Take advantage of reporting features.</span></h3> <p>Once the deal has been closed, CPQ software can help you facilitate more robust reporting practices to drive more sales in the future. If you use a CPQ tool that can connect directly to your CRM — such as the <a href="https://www.hubspot.com/products/sales/quotes?_ga=2.142252146.1133981202.1601303048-2029224649.1601303048" rel="noopener" target="_blank">sales quote tool within HubSpot Sales Hub</a> — you can maintain accurate records of what was sold in each deal, all accessible through your contact records in CRM.</p> <div id="hs_cos_wrapper_widget_7eb49864-40ff-45b4-abb2-5bf1d6734bc9" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <section id="widget_7eb49864-40ff-45b4-abb2-5bf1d6734bc9" class="csol-section csol-featured-snippet -blog -white -padding-top-xs -padding-bottom-xs"> <div class="csol-section-wrapper"> <div class="csol-featured-snippet-container -light"> <div class="csol-featured-snippet-header"> <img src="https://53.fs1.hubspotusercontent-na1.net/hubfs/53/assets/component-library/sprocket.svg" alt="" class="" data-csol-svg-source="https://53.fs1.hubspotusercontent-na1.net/hubfs/53/assets/component-library/sprocket.svg" width="48" height="48" loading="lazy"><h2 class="csol-featured-snippet-heading">CPQ Software</h2></div> <ol class="csol-featured-snippet-list-items"> <li> <span>HubSpot Sales Hub</span> </li> <li> <span>Salesforce CPQ</span> </li> <li> <span>Oracle CPQ</span> </li> <li> <span>Conga CPQ</span> </li> </ol> </div> </div> </section> </div> <h3><span style="font-size: 14pt; color: #434343;">1. </span><a href="https://www.hubspot.com/products/sales?_ga=2.178502756.1133981202.1601303048-2029224649.1601303048" style="font-size: 14pt;" rel="noopener" target="_blank">HubSpot Sales Hub</a></h3> <p><strong>Price:</strong><a href="https://www.hubspot.com/pricing/sales?term=annual&edition=starter&_ga=2.178502756.1133981202.1601303048-2029224649.1601303048" rel="noopener" target="_blank">Plans Starting at $40 per User per Month</a></p> <img src="https://www.hubspot.com/hs-fs/hubfs/configure-price-quote-cpq_5.webp?width=624&height=351&name=configure-price-quote-cpq_5.webp" width="624" height="351" loading="lazy" alt="" style="height: auto; max-width: 100%; width: 624px;" srcset="https://www.hubspot.com/hs-fs/hubfs/configure-price-quote-cpq_5.webp?width=312&height=176&name=configure-price-quote-cpq_5.webp 312w, https://www.hubspot.com/hs-fs/hubfs/configure-price-quote-cpq_5.webp?width=624&height=351&name=configure-price-quote-cpq_5.webp 624w, https://www.hubspot.com/hs-fs/hubfs/configure-price-quote-cpq_5.webp?width=936&height=527&name=configure-price-quote-cpq_5.webp 936w, https://www.hubspot.com/hs-fs/hubfs/configure-price-quote-cpq_5.webp?width=1248&height=702&name=configure-price-quote-cpq_5.webp 1248w, https://www.hubspot.com/hs-fs/hubfs/configure-price-quote-cpq_5.webp?width=1560&height=878&name=configure-price-quote-cpq_5.webp 1560w, https://www.hubspot.com/hs-fs/hubfs/configure-price-quote-cpq_5.webp?width=1872&height=1053&name=configure-price-quote-cpq_5.webp 1872w" sizes="(max-width: 624px) 100vw, 624px"> <p style="text-align: center; font-size: 12px;"><em><a href="https://www.hubspot.com/products/sales?_ga=2.178502756.1133981202.1601303048-2029224649.1601303048" rel="noopener" target="_blank">Image Source: HubSpot</a></em></p> <p>The HubSpot Sales Hub includes features that suit the activities of the CPQ lifecycle — resources that allow for the configuration logic for your offering, standard and custom pricing, and quote tracking.</p> <p>The Sales Hub lets you keep tabs on the products or services you sell in its "Product Library." There, you can set prices for "products" in multiple currencies, select your preferred billing frequency, and track unit costs — among other actions central to the CPQ process. </p> <p>HubSpot users can also generate accurate, professional-looking quotes and proposals through HubSpot's Sales Quote Tool — a resource that automatically pulls data from a customers' contact, company, and deal records to create accurate, standardized, and convenient quotes. </p> <h3><span style="font-size: 14pt; color: #434343;">2. </span><a href="https://www.salesforce.com/products/cpq/overview/" style="font-size: 14pt;" rel="noopener" target="_blank">Salesforce CPQ</a></h3> <p><strong>Price:</strong><a href="https://www.salesforce.com/products/cpq/pricing/" rel="noopener" target="_blank">Plans Starting at $75 per User per Month</a></p> <img src="https://www.hubspot.com/hs-fs/hubfs/configure-price-quote-cpq_3.webp?width=624&height=356&name=configure-price-quote-cpq_3.webp" width="624" height="356" loading="lazy" alt="" style="height: auto; max-width: 100%; width: 624px;" srcset="https://www.hubspot.com/hs-fs/hubfs/configure-price-quote-cpq_3.webp?width=312&height=178&name=configure-price-quote-cpq_3.webp 312w, https://www.hubspot.com/hs-fs/hubfs/configure-price-quote-cpq_3.webp?width=624&height=356&name=configure-price-quote-cpq_3.webp 624w, https://www.hubspot.com/hs-fs/hubfs/configure-price-quote-cpq_3.webp?width=936&height=534&name=configure-price-quote-cpq_3.webp 936w, https://www.hubspot.com/hs-fs/hubfs/configure-price-quote-cpq_3.webp?width=1248&height=712&name=configure-price-quote-cpq_3.webp 1248w, https://www.hubspot.com/hs-fs/hubfs/configure-price-quote-cpq_3.webp?width=1560&height=890&name=configure-price-quote-cpq_3.webp 1560w, https://www.hubspot.com/hs-fs/hubfs/configure-price-quote-cpq_3.webp?width=1872&height=1068&name=configure-price-quote-cpq_3.webp 1872w" sizes="(max-width: 624px) 100vw, 624px"> <p style="text-align: center;"><span style="font-size: 12px;"><em><a href="https://www.salesforce.com/products/cpq/overview/" rel="noopener" target="_blank">Image Source: Salesforce</a></em></span></p> <p>Salesforce CPQ is a powerful resource that allows you to configure complex deals, manage recurring revenue, and unify sales and finance through a host of tools that support the CPQ lifecycle. </p> <p>The software assists with deal configuration with product catalogs, deal modeling, and other cutting-edge features and functions — many supported by industry-leading AI.</p> <p>It also includes the components needed to optimally price your products or services and align quotes with customers' needs through a wide variety of subscription and usage billing options. </p> <h3><span style="font-size: 14pt; color: #434343;">3. </span><a href="https://www.oracle.com/cx/sales/cpq/" style="font-size: 14pt;" rel="noopener" target="_blank">Oracle CPQ</a></h3> <p><strong>Price:</strong> <em>Contact Oracle for Pricing Information</em></p> <img src="https://www.hubspot.com/hs-fs/hubfs/configure-price-quote-cpq_4.webp?width=624&height=468&name=configure-price-quote-cpq_4.webp" width="624" height="468" loading="lazy" alt="" style="height: auto; max-width: 100%; width: 624px;" srcset="https://www.hubspot.com/hs-fs/hubfs/configure-price-quote-cpq_4.webp?width=312&height=234&name=configure-price-quote-cpq_4.webp 312w, https://www.hubspot.com/hs-fs/hubfs/configure-price-quote-cpq_4.webp?width=624&height=468&name=configure-price-quote-cpq_4.webp 624w, https://www.hubspot.com/hs-fs/hubfs/configure-price-quote-cpq_4.webp?width=936&height=702&name=configure-price-quote-cpq_4.webp 936w, https://www.hubspot.com/hs-fs/hubfs/configure-price-quote-cpq_4.webp?width=1248&height=936&name=configure-price-quote-cpq_4.webp 1248w, https://www.hubspot.com/hs-fs/hubfs/configure-price-quote-cpq_4.webp?width=1560&height=1170&name=configure-price-quote-cpq_4.webp 1560w, https://www.hubspot.com/hs-fs/hubfs/configure-price-quote-cpq_4.webp?width=1872&height=1404&name=configure-price-quote-cpq_4.webp 1872w" sizes="(max-width: 624px) 100vw, 624px"> <p style="font-size: 12px; text-align: center;"><a href="https://www.oracle.com/webfolder/s/quicktours/cx/gqt-cx-cpq-hightec-ec/index.html" style="font-style: italic;" rel="noopener" target="_blank">Image Source: Oracle</a></p> <p>Oracle CPQ is another resource that works through the CPQ process to help you boost revenue and streamline sales processes. The software contains tools to centralize your business rules, product data, pricing information, discounting controls, contracts, and renewals — making for better organized, more efficient sales efforts. </p> <p>The value of the software's configuration resources comes from its emphasis on guidance and simplicity. Oracle CPQ offers e<span style="color: #161513;">ffective, straightforward steps to identify customer needs and relevant product offerings.</span></p> <p><span style="color: #161513;">It also uses automation for real-time, accurate, efficient pricing. And its quoting features allow you to produce high-quality, custom-branded quotes, statements of work, engineering documents, datasheets, and contracts easily and reliably.</span></p> <h3><span style="font-size: 14pt; color: #434343;">4. </span><a href="https://conga.com/products/commerce/conga-cpq" style="font-size: 14pt;" rel="noopener" target="_blank">Conga CPQ</a></h3> <p><strong>Price:</strong> <em>Contact Conga for Pricing Information</em></p> <p><img src="https://www.hubspot.com/hs-fs/hubfs/conga-cpq-software.png?width=650&name=conga-cpq-software.png" alt="conga-cpq-software" width="650" style="width: 650px; margin-left: auto; margin-right: auto; display: block;" loading="lazy" srcset="https://www.hubspot.com/hs-fs/hubfs/conga-cpq-software.png?width=325&name=conga-cpq-software.png 325w, https://www.hubspot.com/hs-fs/hubfs/conga-cpq-software.png?width=650&name=conga-cpq-software.png 650w, https://www.hubspot.com/hs-fs/hubfs/conga-cpq-software.png?width=975&name=conga-cpq-software.png 975w, https://www.hubspot.com/hs-fs/hubfs/conga-cpq-software.png?width=1300&name=conga-cpq-software.png 1300w, https://www.hubspot.com/hs-fs/hubfs/conga-cpq-software.png?width=1625&name=conga-cpq-software.png 1625w, https://www.hubspot.com/hs-fs/hubfs/conga-cpq-software.png?width=1950&name=conga-cpq-software.png 1950w" sizes="(max-width: 650px) 100vw, 650px"></p> <p style="text-align: center; font-size: 12px;"><a href="https://conga.com/products/commerce/conga-cpq" style="font-style: italic;" rel="noopener" target="_blank">Image Source: Conga</a></p> <p>Conga CPQ is a multifaceted solution that addresses virtually every business challenge that can stem from the CPQ process. It contains features that allow you to sell a growing, complex, or configurable product catalog across multiple channels — including synchronized processes for complex pricing and guided selling wizards for configurable products.</p> <p>With Conga CPQ, you can incorporate complex products and various services into a single quote. It also contains features like machine learning, a centralized repository for all revenue-related data, and user-based workflows to help you address hitches in your sales process.</p> <p>Start keeping better sales records and take your invoicing process to the next level with a CPQ software solution. To learn more about setting prices that help you make the sale, <a href="/sales/how-to-price-a-product?hubs_signup-url=blog.hubspot.com/sales/configure-price-quote-cpq&hubs_signup-cta=null&_ga=2.142252146.1133981202.1601303048-2029224649.1601303048" rel="noopener" target="_blank">check out this post</a>.</p> <p><span class="hs-cta-wrapper" id="hs-cta-wrapper-d415334d-ad42-4936-8503-a287bb6b11ff"><span class="hs-cta-node hs-cta-d415334d-ad42-4936-8503-a287bb6b11ff" id="hs-cta-d415334d-ad42-4936-8503-a287bb6b11ff"><a href="https://cta-redirect.hubspot.com/cta/redirect/53/d415334d-ad42-4936-8503-a287bb6b11ff" target="_blank" rel="noopener"><img class="hs-cta-img" id="hs-cta-img-d415334d-ad42-4936-8503-a287bb6b11ff" style="border-width:0px;margin: 0 auto; display: block; margin-top: 20px; margin-bottom: 20px" height="226" width="646" src="https://no-cache.hubspot.com/cta/default/53/d415334d-ad42-4936-8503-a287bb6b11ff.png" alt="New Call-to-action" align="middle"></a></span><script 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The Salesperson's Guide to Configure, Price, Quote (CPQ)