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- Industrial Machinery CPQ
- Who it's for
- Machine distributors
Machine distributors
Machine distributors often assemble the commercial offer from a machine and separately priced options. CPQ for Industrial Machinery keeps those inputs with the eligible customer, selling organization and responsible Quote Specialist. Pricing Reviewer reads the current quote revision before approval. The team can follow the customer's acceptance into an order handoff receipt and investigate transfer problems through the recorded evidence.
How Industrial Machinery CPQ is set up for you
Customer account
App Administrator maintains the account contact, address, active state and eligibility note. Quote Specialist checks those details before preparing the offer. Keep each customer linked to the selling organization responsible for the quote so the protected actions operate within the right scope.
Machine and options
Record power supply, cycle rate, safety option and required date in the configuration. Use quote lines for the commercial price of the machine and any separately priced option. Configuration review and pricing have their own decisions and revision checks, so agree their working sequence with the team.
Price-source context
Record the price book revision used for draft preparation and check USD line price and discount inputs before calculation. Arrange any external price-source connection during setup. Pricing Reviewer assesses the prepared commercial revision and records a reasoned independent decision.
Machine distributors often assemble the commercial offer from a machine and separately priced options. CPQ for Industrial Machinery keeps those inputs with the eligible customer, selling organization and responsible Quote Specialist. Pricing Reviewer reads the current quote revision before approval. The team can follow the customer's acceptance into an order handoff receipt and investigate transfer problems through the recorded evidence.
Start with a familiar customer and a machine whose option requirements the commercial team understands. Rehearse draft preparation with a base machine line and an additional option line. Check the discount convention against the source the distributor uses for price inputs, then request pricing for the current revision.
Have Pricing Reviewer approve the offer and Quote Specialist record customer acceptance before its validity date. Test the downstream order connection and repeat the same handoff request to inspect its existing receipt. Give Auditor the decision and transfer evidence to follow. Use [quote preparation](/cpq-for-industrial-machinery/processes/quote-preparation) for the pilot sequence.
Features to start with
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.
Quote review
Give an independent reviewer the current quote revision, its line pricing and the evidence needed for a commercial decision.
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.