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- Medical Devices CPQ
- Who it's for
- Medical device distributors
Medical device distributors
Medical device distributors can start with an eligible customer account and a familiar device offer. Quote Specialist prepares the quote lines and related offer requirements, while Pricing Reviewer independently examines the priced revision. The sales team retains the accepted value and handoff receipts so customer follow-up has a clear commercial basis.
How Medical Devices CPQ is set up for you
Customer preparation
App Administrator maintains the contact, address and eligibility note for the selling organization. The specialist checks these details before pricing an offer for the selected account.
Device offer context
Record the model, unit count and required date with any training expectation. Keep the requirement review separate from the price decision so each conclusion remains understandable.
Order evidence
Use a configured downstream connection for accepted scope. Inspect the operation receipt and real external reference before treating the order handoff as complete.
Medical device distributors can start with an eligible customer account and a familiar device offer. Quote Specialist prepares the quote lines and related offer requirements, while Pricing Reviewer independently examines the priced revision. The sales team retains the accepted value and handoff receipts so customer follow-up has a clear commercial basis.
Choose a representative customer and a device offer with pricing inputs that the team can check manually. Prepare the Draft quote and a requirement describing the expected site handover. Have an independent reviewer return a revision for correction, then approve the corrected pricing before the specialist captures customer acceptance.
Rehearse the downstream request with the connection unavailable and inspect the Pending result. Repeat a connected test request under the same operation key and confirm that the retained evidence identifies the original outcome. Ask Auditor to follow the quote revision through its decision and receipt before expanding to more customers.
Use [prepare and price](/cpq-for-medical-devices/processes/prepare-and-price) for the pilot and [handoff and reconciliation](/cpq-for-medical-devices/processes/handoff-and-reconcile) for the customer follow-up. Agree the external fulfillment responsibility during [implementation](/cpq-for-medical-devices/implementation).
Features to start with
Quote preparation
Prepare device lines and a clear USD pricing basis for the exact quote revision being reviewed.
Acceptance and handoff
Preserve the accepted quote revision and distinguish an order request from a confirmed downstream result.
Customer and team scope
Establish the selling organization, customer eligibility and accountable quote owner before pricing a device offer.
Roles on the team
- Auditor
- Read authorized evidence and reports only.
- App Administrator
- Maintain organizations, membership and customers without business approval authority.
- Pricing Reviewer
- Read authorized CPQ evidence and use guarded independent-review actions without unrestricted record editing.
- Quote Specialist
- Prepare assigned draft quote, line, configuration and attachment records; guarded workflows own protected transitions.
Set up Medical Devices CPQ your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.