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- Industrial Automation CPQ
- Who it's for
- Machine retrofit teams
Machine retrofit teams
Machine retrofit teams turn an existing machine's automation requirements into an equipment offer. CPQ for Industrial Automation gives Quote Specialist a place to connect protocol, controller and IO requirements with the customer quote and its priced lines. Pricing Reviewer decides the submitted scope and commercial revision independently.
How Industrial Automation CPQ is set up for you
Technical request
Record the proposed controller model and protocol with the required IO points. Set the date when the compatibility decision is needed and keep the technical evidence linked to the customer quote.
Offer validity
Prepare the commercial lines and validity date for the proposed retrofit equipment. Review the current priced revision before recording the customer's acceptance.
Changed commitment
Use the correction action when accepted scope needs to change. Pricing Reviewer authorizes compensation, and the team retains the original decision and operation evidence for follow-up.
Machine retrofit teams turn an existing machine's automation requirements into an equipment offer. CPQ for Industrial Automation gives Quote Specialist a place to connect protocol, controller and IO requirements with the customer quote and its priced lines. Pricing Reviewer decides the submitted scope and commercial revision independently.
Choose a controller replacement request with a defined equipment scope and an identified customer contact. App Administrator checks customer and membership records. Quote Specialist prepares compatibility details and commercial lines, then Pricing Reviewer decides the submitted technical request before the option price is committed.
Include an accepted quote whose requested equipment changes during rehearsal. Keep the original acceptance evidence, request correction and have Pricing Reviewer authorize the compensating action. Follow the result through the order connection and inspect any unresolved receipt. Reconciliation should compare recorded outcomes with evidence without sending another external operation.
Agree how the retrofit team's delivery system receives the accepted equipment scope and returns its order reference. Keep installation planning in that connected operating process. Decision History and Receipt Exceptions give Auditor the evidence needed to explain the commercial change and remaining investigation. Start the pilot through [get started](/cpq-for-industrial-automation/get-started).
Follow [approval and acceptance](/cpq-for-industrial-automation/processes/approval-acceptance) and [handoff and recovery](/cpq-for-industrial-automation/processes/handoff-recovery) to rehearse the customer commitment.
Features to start with
Customer scope
Keep each automation quote with an eligible customer, operating organization and accountable owner.
Quote pricing
Price validated draft lines against a known revision and bring the resulting quote value to independent review.
Order handoff
Hand an accepted quote to the configured order connection and retain the actual result for follow-up.
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.