1. Commercial Furniture CPQ
  2. Start with a room quote
Get started

Get Commercial Furniture CPQ running in four steps.

Bring a customer room requirement and rehearse the commercial decision with the people who will run it.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Commercial Furniture CPQ. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Commercial Furniture CPQ in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started and use Proto to configure CPQ for Commercial Furniture for your business. Confirm the operating organization and invite the people who will prepare quotes and independently review prices. The App Administrator establishes the customer and membership scope for the pilot.

Prepare the first operating cycle

Choose a conference room or reception package your team understands. Bring the room name, finish, seat count and required date, along with furniture product codes and USD line prices. Agree the price book reference and quote validity date. Attach the evidence needed to explain the scope and select its visibility.

Have the Quote Specialist price the draft and submit the room package. Let a separate Pricing Reviewer inspect the revision and record a decision. Rehearse the customer’s acceptance and the order connection using the same accepted scope.

Review before release

Test an unauthorized organization, an outdated revision and acceptance after the validity date. Confirm that each request is rejected without changing valid work. Then inspect a real handoff receipt and repeat the request to check its stable identity. Rehearse a pending result and an accepted-scope correction before expanding access. Use implementation to agree who owns each follow-up.

Set up Commercial Furniture CPQ your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started