CPQ for Account Executives

Do you spend too much time creating a simple quote because you're jumping between tools, awaiting approval, or making multiple edits? Reduce admin work and spend more time selling! Easily generate, send, and collect eSignatures with GetAccept's CPQ tool from within your CRM.

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How to use CPQ in 4 easy steps

Set up
Create
Add products
Send

Sales operations will first enter all productsand details in the product library. They need todo this step just once during the setup.

Create the quote and add a pricing table to it. The table will fetch data from your configuredProduct Library.

Choose the products and edit the columns needed for each, such as its units, discounts, and taxes.

Your quote is done! Send it to your customer and begin tracking its engagement.

How to use CPQ in 4 easy steps

Sales operations will first enter all productsand details in the product library. They need todo this step just once during the setup.

Set up

Create the quote and add a pricing table to it. The table will fetch data from your configuredProduct Library.

Create

Choose the products and edit the columns needed for each, such as its units, discounts, and taxes.

Add products

Your quote is done! Send it to your customer and begin tracking its engagement.

Send

Benefits of CPQ

Error-free quotes

No more manual data entry! Calculations happen automatically, without you doing anything. No need to double-check to make sure your quotes are accurate.

Reduced admin time

Slash hours of work from your quote-creation process. Your products and prices are already uploaded, you just select what you need, and the details will be displayed automatically.

Looks professional

Avoid pulling outdated prices and wrong product names from clunky price tables. CPQ streamlines the process and makes you look professional at all times.

Why use CPQ?

Did you know that AEs spend nearly 70% of their time on admin? How much time do you have left to connect with customers?

GetAccept’s CPQ helps you quickly generate accurate price quotes. This is the much-needed automation within your sales process, so you can focus on customer relationships instead of finding product information in messy spreadsheets.

  •  Richard Smith - Licensing Director

    "We were looking for a solution to allow us to use videos to engage prospects, send trackable sales materials, forward proposals, and gather signatures on contracts all within our CRM. GetAccept was the answer."

    Richard Smith Licensing Director, Digital Theatre

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  •  David McClean - Managing Partner

    "GetAccept has helped us gain better insight into how long and who within a company is reviewing our proposal. GetAccept has given us the power to know where to focus in the sales cycle"

    David McClean Managing Partner, SDR Systems Group

  •  Meghan LaMountain  - Global Sales Enablement Manager

    "Throughout our process, including a lot of customizations, the team at GetAccept was there to guide us and really went above and beyond to get us up and running."

    Meghan LaMountain Global Sales Enablement Manager, Cheq

    Read more
  •  Germain Brion - SVP Corporate Strategy

    "We were looking for a solution to allow us to use videos to engage prospects, send trackable sales materials, forward proposals, and gather signatures on contracts - all within our CRM. GetAccept was the answer."

    Germain Brion SVP Corporate Strategy, Chargebee

    Read more

FAQ

CPQ (Configure, Price, Quote) is a tool that allows businesses to quickly and accurately generate sales quotes.

Use one of our free proposal templates and add a pricing table that will fetch the data from the Product Library. Choose the products and edit the unit, discount, and tax details for each product.

CPQ simplifies and speeds up your quote and order processes, so it’s a great fit for your business if your current process is inefficient or time-consuming.

On the Enterprise+ plan, you can have unlimited products. For more information, visit our Pricing & Plans page.

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Germain Brion

"We were looking for a solution to allow us to use videos to engage prospects, send trackable sales materials, forward proposals, and gather signatures on contracts - all within our CRM. GetAccept was the answer."
Germain Brion, SVP Corporate Strategy, Chargebee