CPQ

WorkSquares CPQ (Configure, Price, Quote) turns a deal into an accurate, approved, signable quote.

Core objects

• Products & product components — sold individually or as kits/assemblies.
• Price books — currency‑ and segment‑specific pricing.
• Quotes & quote lines — the priced offer, with discounts and terms.
• Approvals — routing rules for discounts or deal size.

What you can do

• Apply volume, term, promotional and negotiated discounts down a pricing waterfall.
• Route quotes through approval chains before they go out.
• Send quotes by email and collect a typed or drawn e‑signature via a public link.
• Generate a branded PDF of any quote.

Connects to

• CRM — quotes are raised against CRM accounts, contacts and deals.
• Billing — an accepted quote becomes an invoice.