1. CPQ for Data Center Infrastructure
  2. Start your first infrastructure quote
Get started

Get CPQ for Data Center Infrastructure running in four steps.

Configure a real offer and rehearse its requirement, pricing and handoff decisions.

  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 CPQ for Data Center Infrastructure. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open CPQ for Data Center Infrastructure 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 Data Center Infrastructure for your business. Name the Quote Specialist preparing the pilot and the Pricing Reviewer who will examine it independently.

Prepare the first operating cycle

Choose a known customer and a rack expansion offer. Bring the requirement sheet, product codes and unit prices, then agree the price book reference and validity procedure. App Administrator prepares the customer and organization context while Admin helps test account access.

Review before release

Rehearse rack requirement review and quote pricing using the intended revision. Test a Return and a stale-revision attempt before recording supported approval and customer acceptance. Configure the downstream order connection and inspect a real response, then practice an unavailable connection and an uncertain receipt. Use the implementation plan to record the remaining setup choices.

Set up CPQ for Data Center Infrastructure your way.

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

How to get started