CPQ (Configure Price Quote) offers powerful sales tools with catalog, configuration, and pricing capabilities, allowing you to create accurate, professional quotes and to generate high quality proposals. CPQ automates quotation management, eliminates errors, increases sales effectiveness, and leverages Microsoft Dynamics CRM platform.

CPQ allows your sales teams to:

• Manage your customer information including:
  • Management of addresses, sales conditions, etc.
• Create quotes and manage the quote-to-order process including:
  • Fulfillment of the quote with standard/customized products and/or services with their associated pricing, promotions and margin information
  • Application of additional discounts
  • Triggering of the approval process reflecting the pricing and quoting policies of the company
• Browse catalogs. Using a visual and graphical user interface, the user will:
  • Navigate through the catalog
  • Access guided selling dialogs, product searches, filter & comparison functions
  • View detailed product information comprising attributes, pricing, promotions, cross/up selling as well as a multimedia gallery containing images, video and datasheets
• Configure customizable offers. Using a visual and graphical user interface, the user is:
  • Guided through the configuration steps and dialogs
  • Immediately alerted with explanations in case of an inconsistency amongst the defined rules and detected constraints
  • Immediately informed with pricing, promotions and potentially other business calculation results
• Generate proposals. Using pre-defined templates the user will:
  • Define personal settings: including cover letter, customer logo, merge of additional documents
  • Choose the output format (PDF, Word, Excel, HMTL)
  • Preview the generated document immediately
  • Email the document to the customer
• Manage the quotation lifecycle thanks to versioning capabilities.

Moreover, CPQ is fully profile-driven and can be adapted to the role of each person within your sales

organization.

The Quote entity provided by default in MSCRM is at the core of the PROS managed solution. It is natively associated with Account, Contact, or Opportunity entities that usually intervene in the CPQ process.

The Quote entity is the main vector of communication with CPQ via an advanced sync mechanism. The flexible parameterization of this process, that can involve any other MSCRM external entity, relies on a dedicated entity from the managed solution: the PROS Mapping Set.

Each instance of an active Quote can be revised. This action triggers the cloning and sync of this revision with a quote in CPQ.

All standard or custom data stored in the MSCRM Quote entity can be used on the CPQ side as inputs (e.g. for business rules). In the same way, information modified within CPQ can be synchronized back into the MSCRM Quote entity. These sync functions can also apply to any entity that is linked to an MSCRM Quote.

In addition to the data mapping from the PROS Mapping Set, the sync mechanism requires two technical CRM entities: PROS Quote Content IN and OUT. These entities ensure the transfer and processing of the data flows between MSCRM and CPQ.

The exact data synchronization process depends on the implementation designed according to your business requirements.

A powerful parameterization of the sync with CPQ is possible by modifying the PROS Custom Settings and the PROS Mapping Set entities that define the way MSCRM and CPQ communicate.