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- Industrial Automation CPQ
- Start your automation quote pilot
Get Industrial Automation CPQ running in four steps.
Prepare a customer and controller quote, then rehearse pricing, independent decisions and actual handoff evidence.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Industrial Automation CPQ. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Industrial Automation CPQ in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring 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 Industrial Automation for your business. Identify the operating organization and the people who will act as Quote Specialist, Pricing Reviewer and App Administrator. Prepare an independent reviewer before testing approvals.
Prepare the first operating cycle
Bring a customer record with its contact and eligibility note. Choose a controller request with protocol, IO points and technical evidence. Prepare draft commercial lines, the price book revision and validity date. Calculate expected pricing separately so the team can compare the result.
Follow automation compatibility, then quote preparation and pricing. Rehearse approval, Return and valid customer acceptance. Configure the intended order destination and agree its response mapping.
Review before release
Check personal work access and organization boundaries. Test self-review, stale revisions and expired acceptance. Try handoff without a connection and verify Pending, then compare a successful connection response with its receipt. Repeat the handoff and reconcile a conflicting outcome.
Rehearse accepted-scope compensation with Pricing Reviewer authorization and preserve its evidence. Use the implementation plan to resolve the pilot findings before the team begins its regular cycle.
Set up Industrial Automation CPQ your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.