Make Quoting Easier with Guided Selling

Guided selling in professional services CPQ solution

Create Lightning-Fast Quotes for…

Guided selling CPQ professional services quotes

Professional Services

  • Quote using roles, phases, tasks, rates, rate cards and other elements traditionally used in professional services.
  • View quotes by summary, phases, stages, weeks, months, years, and contract years.
  • Toggle between different pricing models, including time and expense, fixed price, and margin target.
Guided selling add managed services to CPQ quote

Managed Services

  • Add any managed service to a quote, whether it’s hosting, help desk support, security monitoring, data storage, network operations, data analytics, IoT services, or something else.
  • Include pricing ramps.
  • Include details for:
    • Contract duration
    • Labor cost and fees
    • Number of instances
    • Devices
    • Users
    • Ticket volume
    • Target margin
    • Discounts
    • Pricing unit of measure
    • Setup and termination fees
    • Third-party services
Guided selling subscription services CPQ

Subscription Services

  • Work within any pricing model — fixed, tiered, usage-based, per unit or per user.
  • Add setup fees.
  • Apply discount rules.
  • Add renewal pricing and mid-contract updates.
  • Attach existing contract terms and conditions to add-ons and upgrades.
Quote anything as a service with CPQ


  • Include anything — services, subscriptions, and catalog items — in a quote.
  • Create separate quotes for each category or bundle all your services into one.

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