CPQ readiness assessment

Is CPQ relevant for your business?

Answer eight short questions about your quoting process. The result is a professional assessment — not an artificial score — with recommendations for next steps.

1. How complex are your product variants and options?

Meaningful combinations, not just theoretical SKUs.

Few fixed products / minimal configuration Moderate — options and dependencies, but manageable High — many variants, rules, or customer-specific solutions

2. How often does engineering need to be involved in routine quotes?

Rarely or never for standard quotes Occasionally — especially for new products Often — most quotes require technical validation

3. How long does it typically take to produce a quote?

Minutes to under one hour Hours to 1–2 days Several days or many internal rounds

4. How dependent are you on Excel (or similar) in the quoting process?

Excel plays a minimal role Excel is used for pricing or configuration in some areas Excel is central to pricing, configuration, or documents

5. How structured are your product rules today?

Rules are simple and known to all sales reps Rules exist but are scattered (ERP, docs, experience) Many constraints — hard to enforce without system support

6. How many sales channels need to use the same product logic?

Primarily direct sales Direct sales + dealers or website Multiple channels — consistency across them is critical

7. How often do quote errors, rework, or invalid configurations occur?

Rarely Occasionally Regularly — it costs time or margin

8. How is order and configuration data transferred to ERP?

Structured integration or simple orders Partly manual — copy/paste or partial fields Mostly manual entry or frequent errors

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