CPQ requirements specification
Checklist for evaluating CPQ platforms
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Product configuration
| Priority | Requirement | Notes |
|---|---|---|
| Must | Model product rules, constraints, and dependencies | IF/THEN, cardinality, mutual exclusion |
| Should | Guided selling and needs-based configuration | Questions instead of raw attribute lists |
| Must | BOM from configuration | Output to ERP / manufacturing |
| Must | Maintain rules without developers | Sales, engineering, product management |
Pricing
| Priority | Requirement | Notes |
|---|---|---|
| Must | Price rules, discounts, margin, and approvals | Workflow for exceptions |
| Should | Integration with ERP price lists | Master data ownership defined |
| Should | Multiple markets, currencies, and customer-specific prices | — |
Quotes and documents
| Priority | Requirement | Notes |
|---|---|---|
| Must | PDF / Word / Excel from templates | Branded layouts |
| Must | Multiple outputs from the same configuration | Commercial quote, spec, BOM, order data |
| Could | Visualization / drawings where relevant | — |
Integrations
| Priority | Requirement | Notes |
|---|---|---|
| Must | CRM — quotes and opportunities | — |
| Must | ERP — items, prices, orders | — |
| Could | PIM / CAD as needed | — |
Channels and users
| Priority | Requirement | Notes |
|---|---|---|
| Should | Inside sales, partners, and optional customer portal | Same product logic |
| Must | Roles and permissions per channel | — |
Administration, security, and rollout
| Priority | Requirement | Notes |
|---|---|---|
| Should | Versioning and testing of rules | Sandbox / promotion |
| Must | SSO, audit log, data residency | Your IT requirements |
| Must | Pilot approach and phased rollout | Start narrow — one product family |
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