WebSource CPQ is used to accurately and efficiently generate quotes and proposals, from simple budgetary rough drafts to submittals, contracts, and license or subscription agreements.

WebSource CPQ quote generation capabilities are a good fit for your organization if you have one or more of the following challenges.

Your Challenges    expand all collapse all
multiple currency quote software

Multiple prices and multiple currencies expand

CPQ quoting engine supports unlimited pricing tables and formulas, which are created and maintained via online setup, upload from excel or through API.[ click to see how ]
quoting software

Strenuous quoting process expand

WebSource CPQ minimizes quoting resource requirements by automating product selection, pricing, proposal generation, and order conversion.
[ click to see how ]
multiple language quote software

Multiple languages and markets expand

Concurrently maintain product data in multiple languages. Customize application labels per language and per industry. [ click to see how ]
quoting tool

Quote approvals expand

WebSource Quote Workflow will automate your approvals up to a specified threshold and streamline multi level approvals. Using a built in audit trail you can also improve accountability. [ click to see how ]
upselling products

Up selling and cross selling expand

Our engine can recommend premium products, increased quantities, relevant accessories or add-ons like warranty, service contracts, support and maintenance, etc. [ click to see how ]
content management quotation software

Consistent content, formatting and branding expand

Document generation is automated based on your quote templates, content files and pricing rules. Customer, product and other data is automatically merged into a consistent professional looking document.
[ click to see how ]
excel quote software

Limitations of Excel, Word or other homegrown tools expand

Distributing and maintaining excel based pricing and Word based quoting applications is very difficult, inefficient and error prone. WebSource CPQ offers the best of both worlds. It allows your product data and content to be maintained and uploaded from Excel and Word, but without having to continuously distribute those files to all your users.
new product introduction configurator

New Product introductions and pricing changes expand

With one product data and pricing repository, and an easy to use maintenance interface, it is easy to manage product and pricing changes. As soon as a change is maid, it becomes available immediately to all your users. [ click to see how ]
quotation management software

Forecasting and pipeline management expand

WebSource CPQ can run within your CRM for your sales team, inside your partner portal for your partners, and on your Web Site for your customers. It gives you an accurate demand driven forecast across all your channels, minimizing guesswork, seamlessly feeding your CRM analytics.
multi channel quoting software

Selling through multiple channels expand

WebSource CPQ will ensure that all your channels are only selling authorized products at authorized prices. CPQ’s product selection, pricing and quoting automation will also make your products easier to sell vs. selling your competitors products.
margin control quote software

Controlling gross margin expand

WebSource CPQ can show exact gross margin or margin health indicators at the time of quote creation. User can be allowed to change or specify desired margin, or adjust margin sliders which automatically compute desired prices. All unacceptable margins can be routed for approvals.
[ click to see how ]
proposal software

Complex multi section proposals expand

WebSource CPQ Quote Engine supports any type of document output. It allows user control of content inclusion or exclusion, such as cover letter, specifications, commercial details, warranty, company info, relevant case studies, terms and conditions, etc. [ click to see how ]
Lowering costs by eliminating product and pricing errors

With WebSource CPQ quotation software, you no longer have to worry about easy-to-make mistakes that have big bottom line consequences. Our quoting software ensures accurate quotes and professional looking documents of any kind, quickly and error free.

A software company in the financial services sector was able to redeploy an entire pricing department whose previous role was solely to ensure that their complex license and maintenance agreements were priced accurately.
Increasing revenue via cross-selling and up-selling

Our quote software makes up-selling and cross-selling easy with automatic or optional additional product and/or service inclusion. Use the WebSource CPQ rules engine to recommend accessories, add-ons, spare parts, volume incentives, etc. It can even help you get that profitable warranty sale or service contract.

A small Ohio based manufacturer increased their average order size by 38% by recommending premium items and related accessories to their customers.
Winning more business by shrinking the quoting process

Build quotes effortlessly, often in seconds or minutes, not days or weeks. Enable your sales people and channel partners to accurately and efficiently configure, price, quote and propose their offerings anytime, anywhere, with only a browser, freeing them up to spend more time prospecting and selling, and less time quoting and pricing.

A large HVAC equipment manufacturer was able to reduce proposal turnaround time from weeks to minutes. This enabled them to regularly engage their customers before the competitors could, resulting in more wins.


Use our quote software to make building quotes easy for everyone
(click to learn more)

With WebSource CPQ quotation software, you don't have to be an expert to create quotes. You can even allow customers to build quotes themselves and purchase your products or services. With unrivaled permissioning and personalization capabilities, selecting the proper products and services to quote or purchase can be adapted in the way most suitable for the intended user, such as:

  • Selecting from a simple product list
  • Typing or pasting in one or more part numbers from excel or text file
  • Browsing or searching through a product catalog (see WebSource CPQ catalog capabilities)
  • Using WebSource CPQ configurator for configuring and customizing your complex products or service offerings. (see WebSource CPQ configurator capabilities)

After selecting products and services, users can be given unprecedented negotiation capabilities. They can be allowed to change discount percentages, amounts, multipliers, net prices, or extended prices. All of that at a line item level, product grouping sub-total level or for the overall deal. Exceeding any gross margin or other rules will trigger an approval process. Otherwise, users can choose from the list of available output documents in order to generate a quote or proposal and eventually place an order.