Quotation, Revision & Sharing
Effortless and secure sharing of quotations is built into the CPQ platform, enabling fast collaboration across sales teams, partners, and customers. Quotes can be shared via secure links, downloadable documents, or through integrated customer portals—each with configurable access levels and permissions. Whether for review, approval, or negotiation, stakeholders can interact with the quote in a way that suits their role.
Version control, activity tracking, and comment histories ensure that teams are always working with the most up-to-date information, reducing confusion and errors. This streamlined communication fosters quicker decision-making and enhances the overall customer experience by ensuring transparency and responsiveness throughout the sales cycle.
Order Amendment
Create highly professional, branded proposals in just a few clicks. Our CPQ system automatically compiles all relevant configuration, pricing, and technical data into well-structured, visually appealing proposal documents. Include Curve (Performance curve, Flow Curve), compliance certifications, drawings, Technical data sheet and terms & conditions without needing to copy and paste from multiple sources.
Templates can be customized per product line or customer segment, and multilingual, multi-currency formats are supported out of the box. This eliminates manual document creation, reduces turnaround time, and ensures consistency in presentation—whether you’re quoting a single isolation valve or a full pump package solution.
Proposal Generation
The CPQ platform streamlines proposal generation, turning complex configurations into polished, customer-ready documents in just a few clicks. Proposals can include detailed product specifications, pricing, compliance certificates, drawings, and commercial terms—all dynamically populated from the quote. Templates are fully customizable to match brand guidelines and can be adapted for different products, markets, or customer types.
Multi-language and multi-currency support ensures global consistency, while integration with document management systems allows for easy tracking, versioning, and audit compliance. With proposal generation fully automated, sales teams can focus more on customer engagement and less on formatting, leading to faster response times and more professional presentations.
Guided Selling
Guided Selling transforms the configuration experience by helping users quickly identify the right product based on specific application requirements. Through an intuitive question-and-answer flow, users are guided step-by-step to a solution that best fits the customer’s technical and commercial needs. This is particularly effective in complex environments where product selection involves multiple parameters, such as flow rates, pressure ratings, material compatibility, or compliance requirements.
The system reduces reliance on product experts by embedding domain knowledge directly into the interface, ensuring accuracy while speeding up the quote process. Guided selling also improves consistency across teams and channels, ensuring that each customer receives a tailored and technically sound recommendation—whether the quote is being prepared by internal sales, channel partners, or support teams.
Multi-Language, Location, Currency
Cater to global teams and customers with comprehensive multi-language support built directly into the CPQ platform. Users can navigate the interface, configure products, and generate quotes in their preferred language—enhancing usability, improving adoption rates, and minimizing the risk of miscommunication in multilingual environments.
Language preferences are configurable at both the individual and organizational level, with localization extending across product descriptions, UI elements, generated documents, and customer-facing proposals. This enables sales and support teams operating in diverse markets to deliver consistent, professional, and culturally appropriate experiences—helping strengthen customer relationships across regions.
Advanced Pricing
The CPQ platform features a powerful Advanced Pricing engine designed to support complex, enterprise-grade pricing models for highly configurable products. Whether pricing valves, pumps, or complete system packages, the platform allows administrators to define and manage multiple pricing strategies tailored to different market segments, customer types, or sales channels. Support for list-based pricing ensures that standardized rates can be maintained across products and regions, with the ability to create and assign specific price books per geography, customer tier, or contract.
In addition to list-based structures, the platform supports cost-plus pricing, enabling margin calculations based on dynamic cost data—especially useful in markets with fluctuating raw material or manufacturing costs. Multipliers, discounts, and approval workflows are fully configurable, ensuring pricing flexibility while maintaining governance and margin integrity. Sales teams can apply configurable price multipliers or tiered discounts, with automatic routing for approvals when thresholds are exceeded.
The system also supports contract management, allowing pre-approved terms, pricing, and conditions to be pulled directly into quotes, reducing errors and ensuring compliance. Complementing this is support for configurable and non-configurable line items, along with adders and recommended spares, ensuring that each quote is comprehensive, technically accurate, and commercially optimized. Price schedules and commission structures are also included, providing the ability to apply future price changes or incentives automatically, supporting a structured and scalable approach to pricing management across the organization.
RFQ / Excel Import
The CPQ platform offers a dedicated RFQ (Request for Quotation) import feature that simplifies the process of responding to customer inquiries. Sales teams and channel partners can import structured RFQs—typically received in Excel, CSV formats—directly into the system. The platform intelligently parses and maps customer part numbers, quantities, and specifications to internal product catalogs, significantly reducing manual data entry and improving accuracy.
This feature accelerates the quote preparation process, particularly for high-volume or complex projects involving multiple product lines, accessories, and spare parts. By automating the initial steps of quote creation, the system not only improves response times but also reduces the likelihood of errors due to manual input. RFQ import becomes a vital tool for organizations handling repetitive bids, contract-based business, or frequent configuration requests, ensuring operational efficiency from inquiry to proposal.
User Access Levels
The CPQ platform is designed with a flexible, role-based access structure that supports multiple user types across your sales ecosystem. Internal sales teams benefit from full system capabilities, including advanced configuration, pricing control, and workflow management. Channel partners can be granted tailored access to pre-approved product selections, pricing tiers, and quoting tools, empowering them to sell effectively while maintaining brand and pricing consistency.
End customers may access simplified interfaces or portals where they can view, request, or accept quotes—without exposing internal workflows or sensitive pricing rules. Each user level is fully configurable, ensuring that the right information and tools are available to the right people, without compromising security or control. This tiered access model enables scalable collaboration while ensuring governance and alignment across all sales channels.
Workflows
Our advanced workflow engine ensures that every quote or configuration follows a structured, rule-based approval process. Custom workflows can be configured for different product lines, user roles, regions, or business units, ensuring all relevant stakeholders are involved at the right time—whether it’s for engineering validation, commercial review, or compliance checks.
This feature helps prevent unauthorized pricing, incorrect selections, or overlooked configurations, which is especially critical in industries dealing with technically complex products like various types of Pumps or Valves. Automated notifications and approval hierarchies also accelerate quote turnaround, increasing sales velocity while reducing operational risk.
Single Sign-On (SSO)
The CPQ platform supports Single Sign-On (SSO) to deliver a seamless and secure login experience across enterprise systems. It has been successfully implemented with both cloud-based identity providers like Azure Active Directory and Okta, as well as on-premise directories such as Microsoft Active Directory. This enables users to authenticate once using their existing corporate credentials and gain immediate access to all CPQ modules without redundant logins.
Supporting both cloud and on-premise environments ensures flexibility for enterprises with hybrid IT infrastructure. In addition to streamlining user access, SSO integration enhances overall security by enforcing centralized authentication policies, multi-factor authentication, and role-based access controls. It also reduces IT support overhead and strengthens compliance with internal governance and cybersecurity frameworks—making it ideal for organizations with large or globally distributed teams.
MS Integration
Our CPQ solution integrates seamlessly with Microsoft tools such as Teams, Excel, and Power BI to create a connected and efficient working environment. Teams integration enables real-time collaboration on quotes, approvals, or configurations, while Excel compatibility supports data exports and custom analytics for advanced users.
With Power BI integration, managers and executives gain access to dynamic dashboards and reports that provide insights into quote performance, regional trends, approval times, and product popularity. This empowers data-driven decisions and continuous improvement across sales, engineering, and operations.
CRM Integration
Our CPQ platform offers deep integration with leading CRM systems, enabling end-to-end visibility of the customer lifecycle. Sales teams can seamlessly access CPQ functionality directly within the CRM interface, ensuring customer data is synchronized, up-to-date, and leveraged effectively during the quote and configuration process.
This integration streamlines lead nurturing, improves quote accuracy, and reduces redundant data entry. Sales representatives can generate complex product configurations and pricing directly from CRM opportunities, turning quotes into orders with minimal effort. The result is a faster sales cycle, enhanced deal tracking, and improved collaboration across departments.
ERP Integration
Tightly integrated with leading ERP systems like SAP, the CPQ solution ensures accurate, real-time synchronization of pricing, inventory, production timelines, and customer-specific data. By leveraging ERP data, the system minimizes errors and eliminates pricing discrepancies that can delay order processing or impact profitability.
Automated data exchange between the CPQ and ERP environments streamlines the order-to-cash lifecycle, reduces manual input, and improves overall operational efficiency. This is especially valuable in managing complex bills of materials for positive displacement pumps or handling intricate part configurations for Control Valves, Safety valves. The integration promotes consistent data management and full traceability across business units.
Data Exchange (API)
Our open and flexible API framework enables seamless data exchange between the CPQ platform and your broader digital ecosystem. Whether you need to integrate with legacy systems, customer portals, partner platforms, or third-party applications, our APIs provide robust, secure, and real-time connectivity.
This feature allows your organization to automate critical business processes such as quote approvals, inventory checks, or customer communications. With support for RESTful APIs and industry-standard protocols, developers can build custom workflows or integrations tailored to specific business needs—ensuring agility in evolving markets.
Migration from Legacy System
Transitioning from outdated or disconnected quoting systems is made seamless with our CPQ platform’s built-in migration capabilities. Designed to minimize disruption, the platform offers structured migration support for moving from spreadsheets, homegrown tools, or legacy CPQ applications. Data such as historical quotes, product catalogs, pricing rules, customer information, and user permissions can be imported efficiently using standardized templates and automated import utilities.
Our migration framework ensures that valuable business logic and pricing intelligence accumulated over years are not lost in the transition. With support for data mapping, validation, and incremental loading, the process can be staged to accommodate testing, user training, and phased rollouts. As a result, organizations gain a modern, unified CPQ experience without compromising historical data integrity. Post-migration, teams benefit from enhanced usability, integration capabilities, and future-proof infrastructure that supports growth and continuous innovation.
Secured Azure cloud hosting
Our CPQ platform is hosted on Microsoft Azure, leveraging its built-in enterprise-grade security to safeguard sensitive business and customer data. With Azure’s multi-layered security framework—including identity protection, threat detection, and network-level controls—organizations benefit from a robust and compliant cloud environment. The platform supports encryption at rest and in transit, secure user authentication, and full integration with Azure Active Directory for seamless access management.
Compliance with major global standards such as ISO 27001, SOC 2, and GDPR ensures that data privacy, auditability, and control are embedded in every layer of the system. Organizations can also integrate with Azure-native tools like Sentinel for security monitoring or Defender for threat management, adding further resilience. This secure-by-design approach makes the CPQ platform a reliable choice for enterprises operating in regulated industries or managing confidential pricing and contract information.