CPQ (Configure, Price and Quote) Software

Configure products and services, price orders and generate quotes

What is NetSuite CPQ?

NetSuite CPQ enables sales teams to quickly configure, price and quote (CPQ) products and services with complete accuracy and reliability—directly in NetSuite. The ability to create 3D product visualisations and automate the generation of sales proposals helps to further enhance and accelerate the sales process. The configure, price and quote software works seamlessly with NetSuite ERP, CRM and ecommerce solutions using NetSuite pricing, inventory and profitability data and connected workflows that automate the transition from sales to delivery, generating bill of materials (BOM), routings and work orders.

What is NetSuite CPQ? (Video)

Maximise Sales

With an easy and error-proof process to configure, quote and order configurable products and services, sales teams can quote and sell like experts on all your sales channels, including internal sales teams, external dealers and online.

NetSuite CPQ Features

NetSuite’s configure, price, quote (CPQ) platform works seamlessly with NetSuite ERP, CRM and ecommerce solutions, providing a front-end sales solution that is specifically designed to help internal and external sales reps quote and sell configurable products and services quickly and easily.

Configurator

Enable salespeople and customers to select features and options of your products and services and apply customisable business rules to make sure that every configuration is correct, saving money on double and triple cheques and reworking orders.

Dynamic Pricing

Leverage standard pricing data in NetSuite as a starting point, and then apply rules-based pricing based on the options selected as the product or service is configured. These dynamic prices are then available on the quote and the order to complete the transaction.

Quotes

Transform the quoting process from a manual, time consuming endeavour to a single-click, immediately transactional, ecommerce-like experience. The Live Quotes feature gives salespeople the ability to deliver interactive emails with quotes that end customers can interact with, acknowledging that they want to move the quote to an order and delivering that message to the sales rep in NetSuite CRM.

Proposals

Create accurate and branded proposals. NetSuite CPQ Proposal Generator gives sales reps a quick and easy way to provide customers with a proposal they can sign off on. With fully customisable templates, sales can produce polished proposals easily and quickly.

Bill of Materials and Routing

Reduce manufacturing costs while increasing efficiency on the shop floor. Dynamically create a bill of materials and routings based on built-in business logic in the NetSuite CPQ rules engine, delivering BOM and routing instructions specific to the configured product to be produced with the correct materials and the right steps to complete the work order.

Guided Selling

Help your salespeople and customers find the right products and services for their needs with guided selling. A series of questions and answers that you configure bring clarity to what the customer needs and results in recommended products and services that may be configurable or standard items.

3D Visualisation

Generate three-dimensional, browser-based, interactive product visualisations, empowering salespeople and online buyers to see dynamic 3D-rendered images of customised, configured products that they are selling or buying.

Ecommerce Integration

Provide a simple, easy way to configure products on your website. NetSuite CPQ is unified natively with NetSuite SuiteCommerce. Integrations are also available with other ecommerce systems, including Shopify and Adobe Commerce.

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NetSuite CRM is at the core of our sales and marketing operations. From capturing leads to tracking opportunities and activities, it significantly improves our ability to serve our customers.

Oliver Taylor
General Marketing Manager, Access Group Australia

NetSuite CPQ Benefits

Quote and Order Accuracy. Customisable business logic prevents configuration errors, saving time and money on double and triple cheques and reworking orders.
Drive Efficiency. Error-proof your entire quote, order and production cycle by automating processes that were previously manual.
Accelerate Sales. Shorten the sales cycle with the ability to create quotes and orders for configured products in seconds, not days.

Challenges NetSuite CPQ Solves

Manual Quoting. Take the time-consuming and inefficient manual quoting process and make it one that can be executed with a single click, ecommerce-like experience.
Inaccurate Quotes and Orders. By using configurable business rules and logic, eliminate configuration errors and the need to double and triple cheque orders or rework them.
Inefficient Sales to Delivery Processes. Automatically generates BOMs, routings and work orders to quickly and accurately produce the products you sold.
Over Discounting and Margin Loss. Intuitive pricing and discounting configuration capabilities so sales representatives always deliver an accurate price at the highest possible margin.

How Much Does NetSuite CPQ Cost?

Business of every size, from pre-revenue startups to small and mid-size businesses have made the move to NetSuite. Looking for a better way to run your business but wondering about the cost?

Users subscribe to NetSuite for an annual licence fee. Your licence is made up of three main components: core platform, optional modules and the number of users. There is also a one-time implementation fee for the initial set up. As your business grows, you can easily activate new modules and add users — that’s the beauty of cloud software.

NetSuite CPQ is available as an add-on module.

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