Configure, Price, Quote (CPQ)

Automate, Streamline, and Optimize Your Sales Process
Product Configurator

Easily Configure and Customize Products

Gridlex CPQ's Product Configurator allows users to set up custom rules and bundle products or services according to business needs. You can define product dependencies, set compatibility rules, and create flexible configurations to ensure accuracy in the quoting process. This helps reduce errors and improves efficiency when dealing with complex product lines or service offerings.

Price Management

Automate Pricing with Real-Time Logic and Conditional Adjustments.

Gridlex CPQ delivers advanced dynamic pricing models that adapt to real-time inputs such as customer segmentation, product configuration, geographic location, and volume-based discounts. Our pricing engine is designed to handle multi-tiered pricing strategies, automatically applying the right discounts or markups based on predefined conditions. This ensures consistent and accurate pricing, helping sales teams close deals faster while maintaining margin control.

Quote Generation

Generate Custom Quotes Instantly—Tailored to Your Sales Process

Gridlex CPQ automates quote generation with added flexibility. Pre-configured templates include all necessary data such as product descriptions, prices, discounts, terms, and conditions. Gridlex Ultra Customizable All-In-One Software provides deeper customization options for quotes, allowing users to add custom fields specific to industries like Biopharma and Medical Devices. This ensures that businesses can provide tailored, error-free quotes that align with their operational standards while reducing manual intervention.

Advanced Approval Workflows

Streamline Approvals with Configurable Multi-Tiered Workflows

Gridlex CPQ's advanced approval workflows give businesses full control over the quoting process without introducing bottlenecks. Approval rules can be set up based on thresholds such as pricing deviation, discount percentages, or contract value. These workflows ensure compliance with internal policies while offering flexibility to customize the approval path based on deal size or customer segment. Notifications are triggered automatically, keeping the process moving while maintaining governance.

Reporting and Analytics

Track Quote-to-Cash Performance with Data-Driven Insights

Gridlex CPQ provides in-depth analytics that give you real-time visibility into your sales pipeline. Our reporting suite tracks every step of the quote-to-cash process, offering insights into quote accuracy, approval bottlenecks, and conversion rates. Sales leaders can drill down into key metrics such as deal size, cycle times, and quote win ratios, enabling data-driven decisions that optimize sales performance and improve revenue forecasting.