DriveWorks CPQ
DriveWorks CPQ insights
Configure, price and quote standard and custom products from one web-based sales portal.
Quoting from a web-based sales portal
The CPQ Sales Portal is a new module of DriveWorks Pro that lets your sales team create and manage quotations from any browser.
- Users log in through a dedicated, customizable URL, so onboarding is fast, with no software to install and no individual updates to manage.
- Line items are added from a product catalog organized into categories and sub-categories, so users need less product and business knowledge to build a quote.
- Catalog entries show product images, descriptions, SKUs and specifications to make sure the right product is quoted, while featured products let you prioritize what you want to sell.
- Pricing is displayed in the currency of the selected price list, reducing costly pricing errors and speeding up the quoting process.
Standard and custom products, priced correctly
Quote off-the-shelf items and same-but-different products side by side, with pricing controls that protect your margins.
- Standard products are added at a fixed price from the active price list, making it quick and easy to add simple items alongside more complex products.
- Custom products run a DriveWorks configurator when selected, reducing sales cycle times by cutting out the back-and-forth between sales and engineering.
- Custom product prices are calculated by rules within the configurator, so every quote reflects the exact specification and latest procurement costs, not a rough estimate that loses money.
- Price lists control which products appear in the catalog, so users only sell what’s available in their region and currency, and what they have permission to sell. This is especially important for distributors and dealers.
- Price list versions have start and end dates, so new pricing can be set up in advance and rolled out to sales reps and dealers automatically, avoiding misquotes caused by miscommunication.
- Each user can be given a maximum discount limit, giving experienced reps the autonomy to work within a range without unnecessary approvals, while larger discounts require sign-off from a user who can approve them.
Accounts, teams and multi-level permissions
Organize customers and control who can see and do what, using the new DriveWorks 24 security model.
- Accounts can be grouped by territory, industry and relationship type, such as customers, suppliers or key accounts, so they’re easy to find and filter.
- Territories can set a default price list for accounts that don’t have their own, so sales reps don’t need to remember which price list applies and the wrong one isn’t used by mistake.
- Teams, roles and scoped permissions mean users only see and act on the quotes and data relevant to them, reducing noise, preventing exposure of the wrong information and avoiding accidental changes to other quotes.
- Dedicated administrator licenses protect system setup from standard users and keep pricing scalable, so you only pay for the access each user needs.
A seamless handover to manufacturing
Connect the sales portal directly to engineering and manufacturing, so what gets sold is what gets built.
- Manufacturing data and documentation are generated automatically from the quote, streamlining the handover from sales to engineering and manufacturing.
- Data flows straight from the configurator into your manufacturing outputs, removing the errors that come with manual data entry.
- Workflows can be customized using DriveWorks projects, ensuring the right approvals and checks are completed before a quote goes out.
Next steps
Learn how DriveWorks can help you achieve your goals.
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Customer story
JELD-WEN
DriveWorks is helping JELD-WEN to save the time spent on the daily registration of orders.
Previously, it could take up to 3 days for JELD-WEN to make the drawings available for the customer.
Now, drawings are received by a salesperson in as little as 5-10 minutes. The drawing is forwarded directly to clients for final review before manufacturing.
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