These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Industrial Automation CPQ
- Who it's for
- Control equipment suppliers
Control equipment suppliers
Control equipment suppliers need the proposed controller and IO details to agree with the products in a customer offer. CPQ for Industrial Automation keeps compatibility requests with the priced quote, making the preparer's commercial assumptions visible to Pricing Reviewer before the customer commits.
How Industrial Automation CPQ is set up for you
Customer eligibility
Maintain the active customer, contact and eligibility note in the operating organization. Quote Specialist selects the account and owner before entering commercial scope.
Price preparation
Identify the price book revision and enter quantities, unit prices, line discounts and costs in USD. The pricing action calculates net lines and the quote total against the expected Draft revision.
Independent decision
Pricing Reviewer approves, rejects or returns the priced offer with a reason. Keep that source revision with the customer acceptance evidence and the handoff receipt.
Control equipment suppliers need the proposed controller and IO details to agree with the products in a customer offer. CPQ for Industrial Automation keeps compatibility requests with the priced quote, making the preparer's commercial assumptions visible to Pricing Reviewer before the customer commits.
Use an equipment quote containing controller hardware and an IO expansion option. Agree the protocol and controller evidence the reviewer needs before option price commitment. Calculate the expected commercial amount separately and compare it with the priced result during rehearsal.
App Administrator confirms the customer's eligibility and the specialist's membership. Quote Specialist prepares the Draft offer, obtains the compatibility decision and requests pricing. Pricing Reviewer checks the resulting offer before Quote Specialist records the customer's acceptance. Use a Return case to practice correcting a discount and preparing another review cycle.
Connect the accepted quote to the supplier's existing order system with an agreed product-code mapping. Test the connection response and repeated handoff before live use. Draft Pricing shows preparation work; Receipt Exceptions keeps unresolved downstream outcomes visible. Review the [integration responsibilities](/cpq-for-industrial-automation/integrations) with the person who owns the receiving system.
Follow [quote preparation and pricing](/cpq-for-industrial-automation/processes/quote-preparation-pricing) and [handoff and recovery](/cpq-for-industrial-automation/processes/handoff-recovery) when agreeing the operating routine.
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.