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- Industrial Machinery CPQ
- Who it's for
- Machinery manufacturers
Machinery manufacturers
Machinery manufacturers need the commercial offer to describe the equipment the customer expects to operate. CPQ for Industrial Machinery links machine requirements to the quote and its priced lines. Quote Specialist prepares the request, Pricing Reviewer decides the submitted revision, and Auditor follows the accepted offer into its transfer evidence. The manufacturing team's order system receives the accepted quote through a connection agreed during implementation.
How Industrial Machinery CPQ is set up for you
Operating requirement
Record the customer's power supply, required date and cycle rate with the safety option. Attach supporting material to the quote so Pricing Reviewer can examine the submitted machine configuration independently. Resolve ambiguous safety requirements before the team releases the offer.
Commercial basis
Put the machine and separately priced options into numbered quote lines. Check quantities, USD unit prices and USD discounts before pricing. The net line calculation and quote total give the reviewer a commercial request that can be traced back to the prepared inputs.
Customer release
Record acceptance only for the approved and still-valid revision. Quote Specialist retains the customer's instruction with the offer and requests the downstream handoff. Follow the receipt until the connected order system supplies a genuine effect reference.
Machinery manufacturers need the commercial offer to describe the equipment the customer expects to operate. CPQ for Industrial Machinery links machine requirements to the quote and its priced lines. Quote Specialist prepares the request, Pricing Reviewer decides the submitted revision, and Auditor follows the accepted offer into its transfer evidence. The manufacturing team's order system receives the accepted quote through a connection agreed during implementation.
Pilot one selling organization with a familiar machine quotation. Prepare the customer and active team membership first, then rehearse a configuration decision and the commercial review. Use an option change to check how the team revises the draft before approval. Test customer acceptance against the validity date and inspect the receipt when the order connection is unavailable.
Have Auditor trace the completed rehearsal from its priced lines to the independent decision and accepted revision. Agree the order handoff with the manufacturing system's owner before starting operational transfer. Continue with [implementation](/cpq-for-industrial-machinery/implementation).
Features to start with
Customers and team scope
Prepare eligible customer accounts and assign machinery quotes within the correct selling organization.
Machine configurations
Review power supply, cycle rate and safety options against the machine configuration revision before customer release.
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.