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- Industrial Machinery CPQ
- Who it's for
- Engineered equipment sales
Engineered equipment sales
Specialist equipment sales need the commercial team to understand the customer's operating request before releasing a priced offer. CPQ for Industrial Machinery records the machine configuration alongside the quote, its line economics and supporting attachments. Quote Specialist prepares the request. Pricing Reviewer examines it independently, while Auditor can trace later acceptance and the downstream operation evidence.
How Industrial Machinery CPQ is set up for you
Requirement clarification
Use the configuration to record power supply, cycle rate, safety option and required date. Keep supporting customer material attached to the quote. A reviewer needs a clear operating request before deciding the submitted configuration revision; Quote Specialist resolves ambiguous instructions with the customer.
Commercial explanation
Price the machine and options through the draft quote lines. Record the price book revision and check the USD discount convention. The reviewer can read line values alongside the quote total and supporting material before approving or returning the commercial request.
Late customer change
A change after acceptance needs the authorized correction procedure. Quote Specialist prepares a compensating request, Pricing Reviewer decides it independently, and Auditor checks that the original accepted offer and operation evidence remain available. Follow any unresolved receipt through reconciliation.
Specialist equipment sales need the commercial team to understand the customer's operating request before releasing a priced offer. CPQ for Industrial Machinery records the machine configuration alongside the quote, its line economics and supporting attachments. Quote Specialist prepares the request. Pricing Reviewer examines it independently, while Auditor can trace later acceptance and the downstream operation evidence.
Choose a familiar equipment offer that includes a safety option requiring supporting evidence. Prepare the configuration, submit its current revision and rehearse an independent decision. Price the commercial draft and check that the configuration completion action leaves the quote's economics unchanged. Record customer acceptance only after the commercial approval and validity checks.
Then rehearse a changed customer instruction after acceptance. Check the compensation approval and trace the original decision evidence afterward. Connect the downstream order system with its owner and inspect a pending transfer before testing completion. Start with [machine configuration review](/cpq-for-industrial-machinery/processes/machine-configuration-review) and [correction and reconciliation](/cpq-for-industrial-machinery/processes/correction-and-reconciliation).
Features to start with
Machine configurations
Review power supply, cycle rate and safety options against the machine configuration revision before customer release.
Customers and team scope
Prepare eligible customer accounts and assign machinery quotes within the correct selling organization.
Quote pricing
Calculate USD line values from quantities, unit prices and discounts, then submit the priced quote revision for review.
Roles on the team
- Quote Specialist
- Prepare assigned draft quote, line, configuration and attachment records; guarded workflows own protected transitions.
- Pricing Reviewer
- Read authorized CPQ evidence and use guarded independent-review actions without unrestricted record editing.
- App Administrator
- Maintain organizations, membership and customers without business approval authority.
- Auditor
- Read authorized evidence and reports only.
- Admin
- Maintain user access and administrative setup while leaving commercial decisions with the independent Pricing Reviewer.
Set up Industrial Machinery CPQ your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.