Configure-Price-Quote (CPQ)

Configure-Price-Quote (CPQ)

Configure-Price-Quote (CPQ)

Why it matters

Faster, more accurate quotes significantly reduces buying friction and need for repeat work.
Faster, more accurate quotes significantly reduces buying friction and need for repeat work.

Faster, more accurate quotes significantly reduces buying friction and need for repeat work.

Challenges

Pricing is scattered between decks, quote templates and base spreadsheet models. The approval process involves multiple stakeholders across multiple platforms, meaning it is slow and opaque.

How Planhat Helps

Collaborate Around Models
Collaborate Around Models

Collaborate Around Models

Generate quotes standardized across live deals & line items to keep pricing and terms consistent from discussion through to final signature.

Approval Workflows
Approval Workflows

Approval Workflows

Automate quote versioning and approvals by automatically pushing tasks to the right owners in the right sequence and at the right time.

Trusted by Industry Leaders

Trusted by Industry Leaders

Trusted by Industry Leaders

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Thought-leading customer-centric content, direct to your inbox every month.

Thought-leading customer-centric content, direct to your inbox every month.

Thought-leading customer-centric content, direct to your inbox every month.

An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

Thought-leading customer-centric content, direct to your inbox every month.