The CPQ Software readiness checklist: How to get started

Creating accurate, customized quotes shouldn’t feel like an uphill battle. Yet, sales teams are often bogged down by manual processes that lead to slower sales cycles, increased errors, and frustrated customers.

This checklist is your step-by-step guide to making an informed decision.

Simplify quoting, reduce errors,
and close deals faster

That’s where CPQ software comes in. By streamlining the quoting process, reducing errors, and accelerating deal cycles, CPQ software empowers sales teams to work smarter and close deals faster. But how do you know if it’s the right fit for your needs, and — if it is — where do you even start?

This checklist is your step-by-step guide to making an informed decision. This checklist will help you:

• Evaluate whether CPQ software is right for your business.

• Identify must-have features for your team’s success.

• Secure stakeholder buy-in with proven ROI strategies.

• Choose the right CPQ solution for your business needs.