Project Description


Workbooks now has CPQ (Configure, Price, Quote) functionality integrated within our solution, enabling you to: manage complex pricing and configuration from Opportunities, Quotations or Order records; simplify and automate complex quotation processes; empower sales teams to build quotations quickly and accurately using a guided quotation process.

In this webinar John Cheney, Workbooks CEO and Kevin Geraghty, CEO & Co-founder of BlueprintCPQ cover:

  • Overview of CPQ and the key features
  • A hands on demonstration using 2 case scenarios
  • CPQ’s integration within Workbooks

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