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- Medical Devices CPQ
- Get started
Get Medical Devices CPQ running in four steps.
Prepare the customer, device offer and independent reviewer for a complete quote rehearsal.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Medical Devices CPQ. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Medical Devices CPQ in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started, then use Proto to configure CPQ for Medical Devices for your business. Identify Quote Specialist and an independent Pricing Reviewer for the pilot. App Administrator prepares the selling organization, customer and team membership, while Admin checks account access.
Prepare the first operating cycle
Bring a representative device offer, USD line prices and the price-book revision. Agree the customer’s eligibility note, quote validity and the meaning of any required date or training expectation. Prepare the document visibility convention before attaching offer evidence.
Follow prepare and price and review device requirements. Continue through independent pricing review and customer acceptance for the intended revision.
Review before release
Test stale input, owner self-approval and expired validity alongside the normal path. Rehearse an absent downstream connection, then a connected handoff with a repeated operation key. Ask Auditor to explain the resulting receipts from the retained evidence. Resolve the operating questions in implementation before widening the customer scope.
Set up Medical Devices CPQ your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.