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BOM-Based Quotes. Built Right the First Time. Every Time.
PandaDoc, Salesforce, HubSpot, or Dealhub — we design, install, and operate the Configure, Price, Quote system that fits your motion. From product modeling to billing handoffs, we operationalize CPQ so reps quote in minutes, finance audits in hours, and the rules actually stick.
Mercer Mfg · configure-to-order
Live pricing engine
Sent to Mercer Mfg · order ready
Industry playbook · Manufacturing
This is the manufacturer's playbook for our 5-stage CPQ method. Same method as the pillar, tuned for BOM-based pricing, distributor channels, and ERP handoffs.
CPQ implementation for manufacturing
ERP ties, BOM-based pricing, dealer and distributor tiers, and territory rules preserved. Built for the revenue team running alongside SAP, NetSuite, or Epicor.
See the manufacturing playbook →CPQ implementation for software
Usage-based pricing, multi-product bundles, and renewal/expansion logic. Built for the revenue team running alongside Stripe, Chargebee, and the product database.
See the software playbook →
AmbassadorWinning by DesignYou run revenue at a manufacturer.
And every quote starts with a BOM and a prayer.
VP Sales, COO, or RevOps lead at a mid-market or enterprise manufacturer. Maybe reps quote from a 12-tab Excel that nobody trusts. Maybe distributor pricing lives in tribal knowledge. Maybe BOM data is locked in ERP and never makes it to the quote. You want one clean catalog. One configurator. One approval flow. Quotes that match what the shop floor will actually build.
No CPQ yet
Reps copy/paste line items from old quotes. Distributor tiers in someone's head. BOM mismatches caught at shipping (or not).
Failed CPQ rollout
Bought Salesforce CPQ or Conga, ran it through a generalist SI, and the configurator never matched the BOM. Reps escaped to Excel. Margin leaks every quarter.
Wrong tool
Your CPQ ships quotes but never reaches SAP, NetSuite, or Epicor. Order entry rebuilds it by hand. Ship dates slip. Wrong parts ship.
Four teams. Four wins. One system.
Configurator quotes built against live BOM, ERP pricing, and channel tiers. Not stale Excel. Not whiteboarded SKUs.
Clean handoff from quote to ERP work order. SKUs, BOM, ship dates, and channel discount flow without rekey.
A pipeline that reconciles to booked-and-shipped revenue. Quote-to-ERP-to-invoice in one chain.
A dashboard that shows margin by channel, distributor compliance, and engineering approval SLA. Audit-ready for finance, ops, and the board.
Your CPQ isn't broken because it's expensive.
It's broken because nobody built it for how you sell.
Generic CPQ rollouts skip the three things that make quote-to-cash work: a real product catalog, an approval flow your finance team will sign, and integration to billing and contracts so quotes don't die at handoff. Most revenue teams we talk to have already failed one CPQ rollout. The rest are running sales on spreadsheets and ad-hoc quote templates.
What's actually broken
Your CPQ is a disconnected tool. Catalog in one system. Pricing rules in a spreadsheet. Approvals in Slack. Contracts in a fourth tool. Finance reconciles quarterly, and it never ties.
Or, if you don't have CPQ yet: the price book lives in a shared Excel file three reps have open at once. Discount logic in tribal knowledge. When a rep leaves, their pricing playbook leaves with them.
How it feels day to day
Tired of explaining why a quote took three days to approve.
Anxious about discount approvals that bypassed finance, because nobody could find the rule.
Stuck between a generalist agency with a template playbook and an SI quoting $400K.
Why this is wrong
Quoting and pricing belong in one system, governed by the people who own the margin.
"We're too small for CPQ" stops being true the first time you lose margin because nobody could see the discount.
The generic CPQ playbook. The pre-built CPQ template that treats your business like every other deal desk. Three out of four revenue teams we onboard have already paid for one.
We've sat in your chair.
We've shipped CPQ rollouts nobody else could untangle.
We know the 18-month CPQ rollout that stalled at "approval workflows." We know the audit where finance asked for discount approvals and renewal records that no longer existed. We know the meeting where leadership realized the "CPQ" was a 14-tab Excel workbook, and the person maintaining it just gave notice.
Every engagement starts from the assumption that something is already broken.
HubSpot's #1 Customer First Diamond Partner
Ranked by HubSpot on retention and delivery. NA 2024, 2025, and 2026.
200+ verified reviews
On G2 and HubSpot combined. Public. Auditable. Not anonymous quotes pulled from a case study.
Unified Method
Our playbook. Refined across dozens of CPQ implementations.
Stack bench depth
Stripe, Chargebee, Segment, Snowflake, Zendesk, Intercom, Gainsight, Plex.
HubSpot Impact Awards
Rookie Agency of the Year 2023. AI Excellence 2025.
Winning by Design Ambassador
Revenue-architecture methodology trained and certified.
PandaDoc Certified Partner
Implementation partner for PandaDoc CPQ. Trained, verified, and shipping live quotes.
Trusted partner who delivers.
We began with a complicated CPQ rollout under a deadline. This group came together and helped us through it, took the time to customize for our needs, and taught the entire team how to use the new custom optimizations. We then expanded our partnership and they've accomplished everything they said they would — they have proven their worth and are now one of our closest partners.
Harvey G. · President & CEO, FlexKey · Salesforce → CPQ Implementation Read the FlexKey case studyOur 5-stage method.
Documented. Priced. Bounded.
We don't start with "let's scope it." We start with a written assessment: what we'll do, what it costs, where the three biggest risks are. Then we run the same five stages every time.
Timeline varies case by case — most engagements run up to 24 weeks (6 months), depending on the complexity of your systems, the volume of historical data, and how many integrations are in play. The assessment is where we lock the exact timeline in writing.
Assessment
Audit, scope, and de-risk, before we touch the catalog.
- Current-state audit of products, price books, discount rules, approvals, and quoting tools
- Written scope of work: what we configure, what we don't
- Risk register naming your top-3 CPQ failure modes
- Fixed price. Fixed timeline. Signed before we start.
Pricing
Design
Design the catalog. Lock the pricing rules.
- Field-by-field catalog mapping across source pricing and target CPQ
- Custom object design for products, bundles, discount tiers, and approval thresholds
- Integration architecture: CRM sync, billing sync, contract handoff
- Blueprint signed off by Sales, Deal Desk, and Finance before we build
Approval
Flows
Configure the engine. Wire the approvals.
- Full CPQ build in PandaDoc, Salesforce, HubSpot, or Dealhub — no template shortcuts
- Parallel quote test on production-scale catalog
- Integration end-to-end test: CRM sync, billing sync, contract delivery, pipeline reconciles
- We find the broken pricing paths before your sales team does
Cutover
Validate quotes at scale. Cut over with rollback.
- Production cutover window agreed with Ops â usually a weekend
- Documented rollback plan, in writing, before we cut over
- Sales trained on the new system before go-live, not after
- If validation fails, we don't cut over. Period.
Support
30 days of live support. Iterate until reps quote on autopilot.
- Weekly pulse check with Sales, Ops, Service, and Finance
- Adoption coaching and in-context training for reps and managers
- Integration health checks and data-drift monitoring
- Feedback loops straight back into the next quarterly assessment
Six commitments. Signed before kickoff.
Every engagement is scoped in writing, priced in writing, and governed by the same six promises. We don't overpromise. We overdeliver on what we sign.
No cutover until validation passes on production-scale data.
Product SKUs, price books, discount rules, and approval logic survive the cutover. If it lives in spreadsheets, we bring it with you.
Documented rollback plan, in writing, before go-live.
Sales trained before go-live, not after.
Fixed scope. Fixed price. No "scope surprise."
If we're the wrong partner, we tell you. And we tell you who should do it instead.
Stop quoting from spreadsheets. Start closing from CPQ.
45 minutes. Current-state map. Three highest-risk pricing or approval gaps. An honest answer on whether we're the right partner.
Schedule a CPQ Assessment →What happens without
an experienced CPQ partner.
We've cleaned up more failed CPQ rollouts than we've run from scratch. And we've built first CPQ stacks for companies that waited three years too long. The pattern is always the same.
Discount leakage, hidden
2-7% margin lost per quarter. Reps approve their own discounts. Finance can't prove the rule that priced the deal.
Billing sync silently breaks
Quote-to-invoice mismatch. Broken commissions. 2–5% of revenue leaks through typos and miskeyed terms.
Sales reverts to Word
Approval queue slower than the spreadsheet. Reps email PDFs. Pipeline visibility collapses. Back to where you started.
Operations inherits a broken handoff
Rebuilds orders from emails, PDFs, and phone calls. Wrong SKUs shipped. Renewal dates wrong.
Finance can't reconcile
4 hours of manual mapping every month-end. Discounts approved off-system. ASC 606 fights nobody can win.
Customer Success loses context
No quote-to-subscription chain. Every renewal starts with a 20-minute archeology dig through old PDFs.
14 months in. Over budget.
Three big deals stalled in deal desk. Margin missed. Board asking questions nobody wants to answer.
90 days after a clean CPQ launch.
Not aspirational. This is what our clients are running on today.
One source of truth
Catalog, pricing, and approvals in one CPQ, synced to your CRM, billing, and contracting stack. Sales, deal desk, finance, and CS pull from the same numbers.
Sales closes faster
Proposals generated in minutes against live product catalog and pricing data. Proposal-to-close cycle drops 15–30% in the first quarter.
Operations gets a clean handoff
Closed deals flow to billing with full account, plan, and contract context. Order entry time drops.
Finance reconciles on Monday
Quotes tie to billing-system ARR. Month-end close drops from days to hours. Discount governance is auditable.
Customer Success has context
Quote history, contract terms, renewal status, and usage trajectory on one record.
Leadership dashboards match reality
Forecasts reconcile with billed ARR. Discount leakage trended weekly. CFO, CRO, COO looking at the same number.
Compliance is audit-ready
7+ years of quote, contract, and approval data preserved, searchable, exportable on demand.
Two ways to work with us.
Fixed scope. Fixed price. No surprises.
Phased CPQ Support
Month-to-month engagement for teams rolling out CPQ in phases (catalog, then approvals, then renewals) or needing hands-on support during a long rollout.
- Dedicated CPQ team
- Weekly sync + async support
- Integration work included (CRM, billing, contracting)
- Flexes with scope as you discover
End-to-End CPQ Project
Fixed-price, outcome-based project for teams ready to ship CPQ in one clean cutover with full CRM, billing, and contracting integration.
- Full 5-stage method
- All-teams training + adoption
- Signed rollback plan
- Fixed price at kickoff
Answers to the questions we get every discovery call.
Can't find yours? Bring it to the assessment.
Ready for your CPQ assessment?
45 minutes. Written scope, risk register, fixed price. Before we touch a quote.