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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Sales reps quote off memory and outdated spreadsheets, and pricing mistakes get discovered at contract signing, not before.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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Sketch: order form, shipped parcel, and coin stack connected by arrows

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
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.
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Show us how this runs today.

One call. Walk us through how it works in your shop today, and we'll tell you honestly where custom software pays off, and where it doesn't.

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