CPQ for Sales Operations Professionals

Improve the speed of your selling cycle and reduce buyer friction during the proposal stage of your process. Easily configure, generate and send quotes with GetAccept’s CPQ tool from within your CRM. Less admin for your team, more quality control and process management for you.

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How to use CPQ in 4 easy steps

Go to the Product Library. Enter all your products and their details like name, price, currency, and description. You 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’ve added the products.

Your sales 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. Enter all your products and their details like name, price, currency, and description. You 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’ve added the products.

Your sales 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!

Benefits of CPQ

Error-free quotes

Make sure your reps sell only what you want them to sell and don't make costly mistakes – mistakes like selling the wrong products, adding the wrong currency, or miscalculating.

Save time

You can set up everything quickly, so your team can generate quotes with the speed of light. You configure the product catalog the first time – they can just pick and choose the products to create quotes.

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?

Did you know that sales reps spend nearly 70% of their time on admin? How much time does your team have left to connect with customers?

GetAccept’s CPQ makes your team’s 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.

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

Christopher Maricle Executive Director, Head Start California
"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
"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
"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.