You can guide your sales teams through the process of selecting the right combination of products and options, using configurable items – ensuring only the right configuration options are available. For example, you can define rules to cater for the following logic: Red cables can come with 2 types of connector (round or square), but Blue cables come with 3 options (round, square or hexagonal). However Red cables can only support hexagonal connectors if the cable is over 3 meters long. Configuration items allow you to also define mandatory items, so you could define a rule that says 3-meter-long Red cables must include an additional charge for a custom build.
Workbooks CPQ’s rich set of rules allows you to cater for even the most complex configurations with ease. Rules and calculations are stored in one place for use wherever they are needed, including your website for example.
Product and Bill of Materials
Workbooks CPQ enables you to create Products and a Bill of Materials at the same time, allowing you to present a simplified product offering to your clients, whilst maintaining a comprehensive Bill of Materials (BOM) to support your manufacturing or delivery processes.
No code and Low Administration
You can build screens and workflows using a WYSIWIG editor and build your pricing and configuration rules using screens and options. It is that easy. However if you have very complex requirements, these can be implemented by the Workbooks professional services team.
Integration with Third-Party Systems
Workbooks CPQ can be integrated directly with your other business applications such as ERP, E-commerce or Accounting systems. This enables you to push or pull product and pricing information to support your sales processes. It can also be used to push through orders and bill of materials into the manufacturing process – driving