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- Industrial Automation CPQ
- Who it's for
- Automation integrators
Automation integrators
Automation integrators prepare offers where controller choice and the customer's requested IO scope affect the equipment being quoted. CPQ for Industrial Automation connects those compatibility details to the customer quote so Quote Specialist and Pricing Reviewer can follow the same request through technical review, commercial pricing and acceptance.
How Industrial Automation CPQ is set up for you
Controller selection
Record the required protocol, requested IO points and proposed controller model against the offer. Set a required date for the compatibility decision and attach the supporting technical evidence to the quote.
Commercial preparation
Build lines for the proposed equipment using product codes, quantities and USD prices. Keep the price book revision identifiable and check line discounts before requesting pricing.
Customer commitment
Have Pricing Reviewer decide the priced revision independently. Quote Specialist records acceptance of the valid Approved offer and follows its receipt into the configured order destination.
Automation integrators prepare offers where controller choice and the customer's requested IO scope affect the equipment being quoted. CPQ for Industrial Automation connects those compatibility details to the customer quote so Quote Specialist and Pricing Reviewer can follow the same request through technical review, commercial pricing and acceptance.
Start with a controller retrofit that the team can describe from its customer request through its accepted offer. App Administrator prepares the customer and active membership. Quote Specialist enters the automation details and draft lines; Pricing Reviewer decides compatibility before option price commitment and then reviews the commercial offer.
Use the rehearsal to agree where engineering evidence comes from and which files the team marks Internal or Shared. Include a rejected controller choice so the specialist practices correcting the request. Test an expired acceptance attempt and a handoff without a configured order connection alongside the successful case.
The configured order connection carries accepted scope into the integrator's existing delivery process. Agree that destination and the returned reference during [implementation](/cpq-for-industrial-automation/implementation). The quoting team can then follow open requests in Automation Worklist and accepted commitments in Accepted Quotes.
Follow [automation compatibility](/cpq-for-industrial-automation/processes/automation-compatibility) and [approval and acceptance](/cpq-for-industrial-automation/processes/approval-acceptance) for the first operating cycle.
Features to start with
Customer scope
Keep each automation quote with an eligible customer, operating organization and accountable owner.
Automation compatibility
Review protocol, IO points and controller choice against an exact compatibility revision before committing option prices.
Quote pricing
Price validated draft lines against a known revision and bring the resulting quote value to independent review.
Roles on the team
- Quote Specialist
- Prepare assigned draft quotes and attachments; guarded workflows own protected transitions.
- Pricing Reviewer
- Independently review eligible revisions and reconcile evidence through guarded actions.
- Auditor
- Read scoped evidence and reports only.
- App Administrator
- Maintain organizations, memberships and customers without operational approval authority.
Set up Industrial Automation CPQ your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.