CPQ for Sales Leaders

Increase in revenue, decrease in cost with GetAccept’s CPQ tool. Let us automate the quote generation process from within your CRM to make sure your sales reps spend more time selling and less time correcting data or toggling between tools.

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How to use CPQ in 4 easy steps

Set up
Create
Add products
Send

Go to the Product Library in the left menu. You or your sales ops team will enter all your products and their details like name, price, currency, and description. You or your team need to do this just once during the setup.

Your sales reps will create the quote by using a pricing table in their quote. The table will fetch data from the Product Library, where you or your team has added the products.

Your reps will choose the products to include in the quote and can edit the unit, discount, and tax details for each.

They will send the quote to their customer and begin to track its engagement. Done!

How to use CPQ in 4 easy steps

Go to the Product Library in the left menu. You or your sales ops team will enter all your products and their details like name, price, currency, and description. You or your team need to do this just once during the setup.

Set up

Your sales reps will create the quote by using a pricing table in their quote. The table will fetch data from the Product Library, where you or your team has added the products.

Create

Your reps will choose the products to include in the quote and can edit the unit, discount, and tax details for each.

Add products

They will send the quote to their customer and begin to track its engagement. Done!

Send

Benefits of CPQ

Error-free quotes

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

Close more deals

By automating the quote generation process, your sales reps can close more deals, faster. CPQ helps simplify processes and speed up sales cycles to generate more revenue.

Have full control

Since you’re the one who manages and configures the product details, you can make sure that your team sells what you want them to sell.

Why use CPQ?

By configuring complex products and services quickly and accurately, GetAccept’s CPQ helps your team eliminate errors, maximize margins, and simplify approval processes.

CPQ makes your sales reps’ life easier by enabling them to put a price quote together in a matter of seconds by simply adding products from the library that you’ve configured. All calculations happen automatically, so they can generate error-free quotes.

  •  Richard Smith - Licensing Director

    “Other suppliers within the same space did not give us the care, attention, and consultation that GetAccept were able to. You guys did absolutely everything, and the relationship was awesome.”

    Richard Smith Licensing Director, Digital Theatre

  •  Christopher Maricle - Executive Director

    “GetAccept will be like your first smartphone. The solution that you didn't know you needed."

    Christopher Maricle Executive Director, Head Start California

  •  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

  •  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

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.

Want to know more? Head to our DSR hub

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Streamline your sales process!

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See GetAccept in action!

During your personalized live demo, we’ll show you how to boost your win rates and wow your customers with the best digital sales experience.

 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