CPQ
CPQ Built to Close
Deals Without the Delays
Configure, Price and Quote (CPQ) gives your sales team a clear view of every deal in motion from the first product selection to the signed quote so nothing gets missed and every number stays accurate.
CPQ Transactions Accurate and Moving
When product rules, pricing logic, and approval steps all live in one place, your team can generate quotes that are right the first time without chasing numbers across spreadsheets.
Unified Quote View
See every active quote, its current status, and the products inside it all in one organized dashboard your entire team can access.
Real-Time Price Updates
Pricing adjusts the moment a product, discount, or configuration changes. Every quote reflects the actual numbers always.
Full Transaction History
Full Transaction History Track every change made to a quote who managed it, what they changed, and when so there is always a clear record to refer back to.
Quick Deal Summary
Get the key details of any deal at a glance: product configuration, total price, discount applied, and next action needed without digging through records.
Product Configuration That Gets It Right Every Time
Sales reps can build complex product bundles using guided rules that only show compatible options. This means customers get quotes for things that work together.
Pricing That Follows Rules, Not Guesswork
Revenue 365 applies your pricing rules automatically volume discounts, customer tier pricing, regional adjustments, and promotional rates all get calculated the moment.
Quote Approvals That Move at Deal Speed
Large deals often need sign-off before they go to the customer. Revenue 365 send quotes through the right approvers automatically.
Transaction History With No Gaps
Every action on a quote is logged price changes, configuration edits, approval decisions, and customer views.
Bulk Quote Updates and Fast Data Entry
When product prices change, promotions start, or you need to update rates across many quotes at once, CPQ 365 lets you do it in bulk. Import updated price books, apply changes to groups of quotes, and keep everything current without going through each record one at a time.
Where CPQ Transaction Tracking Has the Most Impact
Revenue 365 helps your sales team move from product selection to a signed, accurate quote tracking every step so nothing falls through.
Organized Deal Pipeline
Teams can see every quote at each stage configured, priced, pending approval, or sent making the full pipeline visible to managers.
Accurate Pricing, Every Time
Pricing rules apply automatically on every quote, so reps never send a number that hasn't been validated and finance stays in control.
Approvals Without Waiting
Deals that need a sign-off get routed to the right person right away. No follow-up messages, no waiting for someone to find the email, approval status is always visible.
Get Full Control Over Every Quote With CPQ
Frequently Asked Questions
Transaction Tracking in Revenue 365 records every action on a quote from when it is first created to when it is approved and sent. This gives your team a clear log of what changed, who made the change, and when it happened, so nothing gets missed and every deal stays on track.
Yes. Every edit is attributed to the team member who made it, along with a timestamp. This includes price changes, product configuration edits, discount adjustments, and approval decisions.
Yes. You can set up product rules that control which options work together, what is required, and what should be blocked. Reps are guided through the configuration and can only build quotes with compatible selections which means fewer returns, corrections, and customer complaints.
Revenue 365 applies your pricing rules automatically on every quote. Volume discounts, tier rates, and regional pricing all get calculated based on what is in the quote so there is no manual entry and no risk of a rep using an outdated price. When you update your price book, active quotes can be repriced in bulk.
Yes. You can configure approval routes based on deal size, product type, or discount level. The right approver is notified automatically and can review the full quote in one click. Approval status is visible to the rep and manager in real time, so deals do not sit waiting without anyone knowing.
