Finance processes

CPQ implementation & software

Sales reps quote off memory and outdated spreadsheets, and pricing mistakes get discovered at contract signing, not before. We build CPQ that matches your actual pricing rules.

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What is CPQ?

CPQ stands for configure, price, quote: the process of turning a product configuration into an accurate, approved price quote. Codiot implements Salesforce CPQ and builds custom CPQ systems for product catalogs and pricing rules too complex for a generic setup.

The moment you're probably in

You'll recognize one of these.

The tribal pricing knowledge

Only two people in the company actually know which discounts are allowed, and one of them is on vacation this week.

The approval bottleneck

Every non-standard quote needs three signatures over email, and deals go cold waiting for someone to reply.

The configuration error

A rep quotes a combination of options that isn't actually buildable, and nobody catches it until the customer signs.

What we build

CPQ, end to end.

Sketch: order form, shipped parcel, and coin stack connected by arrows

ConfigurePriceQuoteApprove

Product configuration rules

Only valid, buildable combinations reach the quote, enforced automatically.

Pricing and discount logic

Your actual pricing rules and discount tiers, encoded so reps can't improvise past them.

Approval workflows

Automatic routing for non-standard quotes, with visibility into where a deal is stuck.

Quote and contract generation

Accurate documents generated straight from the configuration, no manual copy-paste.

Salesforce CPQ implementation

Full setup and customization for teams standardizing on Salesforce's native CPQ.

Custom CPQ builds

For catalogs and pricing models too complex for Salesforce CPQ's out-of-the-box rules engine.

Systems we speak

Your stack, not our preferences.

Salesforce CPQApexNetSuiteDocuSign

Is this right for you?

When it fits, and when it doesn't.

Signs you need this

·Quotes take too long and vary in accuracy from rep to rep.
·Discounting and approvals happen over email with no clear trail.
·Complex bundles, tiers, or usage pricing are error-prone to quote by hand.
·Sales and finance disagree on what was actually sold and at what price.

What's included

·Product catalog, price books, and configuration and pricing rules.
·Discount and approval workflows with clear routing.
·Quote and document generation.
·Integration to CRM opportunities and downstream billing or ERP.

What's not

·Your pricing and discount policy, which we encode rather than decide.
·CPQ license fees, billed separately by the platform vendor.
·The billing system itself, which we integrate with.

When this isn't the right fit

·You sell a short list of products at list price with no real configuration.
·Your pricing rules are undocumented and not yet ready to define.
·A simple quote template already covers your sales motion.

FAQ

Common questions, answered plainly.

What does CPQ stand for?

CPQ stands for configure, price, quote: the process of taking a product configuration and turning it into an accurate, approved price quote.

Salesforce CPQ or custom, which do we need?

Salesforce CPQ fits most standard product catalogs and pricing models. Custom CPQ makes sense when your pricing logic or approval rules are too complex for its native rules engine.

How much does CPQ implementation cost?

A Salesforce CPQ implementation is typically a smaller project than a fully custom CPQ build, which scales with catalog complexity. We quote a fixed scope after a discovery call.

How long does CPQ implementation take?

A Salesforce CPQ implementation typically takes 6-10 weeks. Custom CPQ builds run 3-5 months depending on catalog and pricing complexity.

Can CPQ integrate with our existing quoting process?

Yes, most implementations migrate existing pricing rules and approval chains rather than starting from a blank rules engine.