Mastering Multi-Configuration Quoting in CPQ

Why Multi-Configuration Quoting is Essential for Modern Sales

In today’s complex B2B sales landscape, sending a simple quote is no longer enough—customers expect tailored solutions that include multiple products, services, and pricing structures. To manage this complexity efficiently, sales teams need modern tools like Multi-Configuration Quoting in CPQ. Let’s explore how it works and why it can revolutionize your quoting process.

Common Challenges Without Multi-Configuration Quoting

Many companies still handle complex quotes manually or using static spreadsheets, leading to slow processes, inconsistent pricing, and an increased risk of errors. Sales managers often struggle to maintain control over discounts, product compatibility, and approval processes. This is where Multi-Configuration Quoting comes in as a solution.

What is Multi-Configuration Quoting?

Multi-Configuration Quoting enables businesses to manage multiple, complex product configurations within a single quote. Instead of generating separate quotes for different product variations, businesses can seamlessly handle bundled, nested, and interdependent configurations—saving time and reducing errors.

🔹 Example: A telecom provider sells enterprise network solutions. Instead of quoting hardware, software, and service plans separately, they can create a structured quote that includes routers, security licenses, installation services, and subscription plans—tailored to the customer’s needs.

How Multi-Configuration Quoting Works

1️⃣ Dynamic Bundling & Nested Configurations

📌 Sell Bundles within Bundles – Configure multiple interdependent products (e.g., a car with different trim levels, engines, and optional features)
📌 Intelligent Auto-Selection – The system ensures that only compatible products are included (e.g., selecting a high-performance processor automatically adjusts cooling requirements)
📌 Guided Selling – Sales reps receive real-time recommendations based on customer needs
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🔹 Example: A medical device manufacturer can configure a patient monitoring system where different sensors, software packages, and warranty services are dynamically bundled based on hospital requirements.

2️⃣ Cross-Configuration Pricing & Dependencies

📌 Rules-Based Pricing – Discounts and tiered pricing apply automatically across configurations
📌 Interdependent Products – Some products require others to function (e.g., cloud storage add-ons available only with certain software packages)
📌 Real-Time Profitability Insights – Sales teams can instantly see how different configurations impact margins
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🔹 Example: A SaaS provider selling an AI-powered CRM can configure a quote where AI analytics modules, API integrations, and professional services are automatically adjusted based on the customer’s selected package.

3️⃣ Multi-Layered Approvals & Workflow Automation

📌 Approval Workflows – Multi-layered configurations may require approvals, and the CPQ system automatically routes them based on business rules
📌 Smart Versioning – Customers can compare different configuration scenarios before finalizing their choice
📌 Automated Renewals & Upgrades – Customers can easily modify, upgrade, or extend their existing configurations without starting from scratch
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🔹 Example: An automotive supplier selling electric vehicle components can create a fleet purchase quote where each vehicle has different configurations (battery sizes, software upgrades, warranty extensions), yet all remain part of a single structured deal.

Comparison: CPQ with and without Multi-Configuration Quoting

Why Multi-Configuration Quoting is a Game-Changer

✅ Reduces Quote Complexity – No more juggling multiple quotes for different configurations
✅ Increases Sales Velocity – Automates approvals and ensures quotes are ready faster
✅ Eliminates Errors – Only valid product and pricing combinations are allowed
✅ Enhances Customer Experience – A single, structured quote makes purchasing easier
✅ Maximizes Revenue – Unlocks more upselling and bundling opportunities
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💡 Complex sales don’t have to be complicated.
Want to see how Multi-Configuration Quoting can streamline your quoting process and boost your sales? Book a demo with us today and let us show you how it works in practice!