Accelerating the CPQ Process with QuoteWerks and QuoteValet

Accelerating the CPQ Process with QuoteWerks and QuoteValet

Time is one of the most valuable assets a business has. The ability to quickly configure products, generate accurate quotes, and deliver professional proposals can be the difference between winning and losing a deal. That’s where CPQ acceleration comes in. CPQ, which is short for Configure, Price, Quote is the foundation of an efficient and scalable sales process. By accelerating CPQ, businesses can reduce turnaround time, eliminate costly errors, and create a seamless buying experience for customers.

What Is CPQ Acceleration?

CPQ acceleration refers to the process of streamlining and automating the configuration, pricing, and quoting cycle. Traditionally, building a quote or proposal involved manually compiling data from multiple systems - CRM, product catalogs, and pricing databases - before formatting and sending it to a customer. This manual process is slow, error prone, and inconsistent.

Accelerating CPQ means introducing automation and integration into each stage of this process:

• Configure: Quickly assemble products, services, and bundles based on customer needs.
• Price: Apply accurate pricing rules, discounts, and margins automatically.
• Quote: Generate a branded, professional document that can be reviewed, approved, and delivered to the customer within minutes.

The goal is simple: minimize manual steps and maximize efficiency, accuracy, and customer responsiveness.

How QuoteWerks Supports CPQ Acceleration

QuoteWerks is purpose-built to simplify and speed up every step of the quoting process. Its flexible design allows businesses to centralize pricing, product data, and customer information, making it easier to produce accurate, consistent quotes in less time.

Key ways QuoteWerks accelerates CPQ:

1. Centralized Product and Pricing Data
   With QuoteWerks, you can connect to multiple product databases, distributors, and CRM systems. This ensures that sales reps always have access to the most up-to-date pricing, product details, and availability without switching between platforms.
2. Robust Configurator
   The QuoteWerks Configurator guides users through product selection with predefined rules and dependencies, ensuring accurate configurations and eliminating manual errors - allowing quotes to be created faster and with greater consistency.
3. Automated Pricing and Discount Rules
   QuoteWerks enforces your organization’s pricing and discount policies automatically. This not only ensures profitability and compliance but also eliminates the need for manual calculations, which are a common source of error.
4. Reusable Templates and Bundles
   Using document templates and product bundles, teams can create complex quotes with just a few clicks. This is especially valuable for recurring configurations or standard offerings, saving hours of manual work while maintaining consistency across quotes.
5. Seamless CRM and PSA Integration
   QuoteWerks integrates with popular CRM and PSA systems like ConnectWise, Salesforce, Zoho, and Microsoft Dynamics. This ensures that customer and product data flow seamlessly between systems, eliminating double entry and reducing administrative overhead.

How QuoteValet Enhances CPQ Acceleration

While QuoteWerks focuses on the back-end of quote creation, QuoteValet powers the front-end - streamlining how quotes are delivered, reviewed, and approved by customers.

Here’s how QuoteValet accelerates the final stage of the CPQ process:

1. Online Quote Delivery and Acceptance
   Instead of emailing static PDFs, QuoteValet allows you to send interactive, web-based quotes. Customers can view pricing, make selections, add comments, and even accept quotes directly online—reducing turnaround time from days to minutes.
2. Integrated Payment Options
   QuoteValet supports online payments through credit card, PayPal, ACH, or leasing options. This transforms your quoting process into a full Quote-to-Cash workflow, allowing customers to complete transactions as soon as they approve a quote.
3. Real-Time Engagement Tracking
   Know exactly when a customer opens, views, or accepts a quote. QuoteValet notifications give sales reps the visibility they need to follow up at the perfect moment, accelerating deal closure and improving win rates.
4. Approval Workflows and Peer Review Support
   Internal approvals can be handled within the system, ensuring that quotes meet margin and policy requirements without slowing down delivery. Peer review features also allow for collaboration and oversight, enhancing quality while maintaining speed.

The Results of CPQ Acceleration

Businesses that adopt QuoteWerks and QuoteValet see measurable improvements in their quoting process:

• Quotes delivered up to 70% faster
• Fewer pricing errors and reduced rework
• Shorter sales cycles and faster deal closures
• Improved customer satisfaction through a more professional and responsive quoting experience

Accelerating CPQ isn’t just about efficiency—it’s about enabling sales teams to focus on selling rather than administrative work. With automation, integration, and collaboration, the entire quote-to-close process becomes frictionless.

Conclusion

QuoteWerks and QuoteValet together form a powerful CPQ acceleration ecosystem. QuoteWerks centralizes data, automates pricing, and streamlines document creation, while QuoteValet transforms delivery and customer engagement. The result is a faster, smarter, and more effective sales process that empowers teams to close deals quickly and confidently.

If your business is ready to reduce quoting time, improve accuracy, and deliver a modern buying experience, accelerating CPQ with QuoteWerks and QuoteValet is the next step.