Get started

Click Start now, then use Proto to configure CPQ & Quote-to-Cash for your business. Set up your workflows, import your data and invite your team.

Follow a deal from product selection through pricing, approval, signature and billing. Use the module and process pages to compare the proposed workflow with how your team sells today.

Tell us about your products, price books, discount policy and contract terms. Include the CRM, signature provider, fulfillment and accounting systems you use, plus the deals and balances that would move at cutover. Choose whether quoting or the complete commercial process should launch first so the implementation scope has a clear boundary.

Choose representative sales to rehearse with your reps, approvers, Deal Desk and Billing Specialist. Include a configured order, negotiated terms, a recurring agreement and a payment correction. After the application is configured, an assistant can prepare work under verified access while the authorized people retain their decisions.