1. Telecom Equipment CPQ
  2. Get started
Get started

Get Telecom Equipment CPQ running in four steps.

Prepare the people, price basis and network requirements for the first telecom quote cycle.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Telecom Equipment CPQ. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Telecom Equipment CPQ in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring 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 Telecom Equipment for your business. Choose the selling organization and a representative equipment offer with a license item. Use implementation to organize the pilot around the work your team actually performs.

Prepare the first operating cycle

Bring the customer information, product codes and authoritative pricing source. Identify the price-book revision and agree the line-discount convention. Prepare the frequency band, port requirement, license term and supporting technical evidence for the linked configuration.

App Administrator confirms customer eligibility and team membership. Assign Quote Specialist to preparation and a different Pricing Reviewer to the decision. Agree what customer response establishes acceptance and how the validity boundary is interpreted.

Review before release

Rehearse a valid quote and a returned revision. Test an expired acceptance request, a stale pricing request and an action from outside the authorized organization. Verify access to supporting attachments as well as the parent quote.

Hand an accepted revision to the configured order destination and confirm the actual external result. Retry the original handoff request and test the missing-connection case. Finish with a correction to accepted scope so the team can explain how the original history and the compensating action remain connected.

Set up Telecom Equipment CPQ your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started