CPQ Product Configurator with a Built-In Guided Selling Engine

A guided selling engine is a structured workflow that walks sales reps through selecting the right products, services, and options step-by-step.

Instead of relying on memory or tribal knowledge, the system presents relevant choices at each stage of the configuration. Each selection can influence what options appear next, helping guide the rep toward a complete and valid solution.

In QuoteWerks, guided selling is built directly into the product configurator. This allows you to standardize how solutions are built, reduce errors, and make it easier for new or less experienced reps to produce accurate quotes. Over time, this helps ensure consistency across your team and improves the overall quality of your proposals.

Yes. The Product Configurator is included with all editions of QuoteWerks Web.

This is an important distinction compared to many CPQ platforms, where advanced configuration, guided selling, or bundled quoting features are only available in higher-tier plans or enterprise packages. In those systems, businesses often have to upgrade or purchase additional modules before they can fully implement CPQ workflows.

With QuoteWerks, you get access to the full configurator and guided selling capabilities from the start. This reduces cost, speeds up adoption, and allows your team to begin building structured, configurable quotes without additional licensing barriers.

QuoteWerks allows you to use product data from multiple sources instead of requiring you to rebuild your entire catalog inside the CPQ system.

Products used in configurations can come from:

• Native QuoteWerks product databases
• CRM systems such as Salesforce CRM or HubSpot CRM
• Supplier and distributor catalogs like Etilize

This flexibility helps reduce duplication and keeps your product data aligned with the systems you already maintain. It also makes implementation faster and easier, since you are not required to recreate or migrate your catalog into a new platform just to begin using product configuration.

Yes. QuoteWerks provides flexible control over how configured items are presented on the final quote.

Depending on your needs, you can display individual line items for full transparency or group multiple configured components into a single summarized solution. This allows you to present a cleaner, more customer-friendly view while still maintaining detailed internal information for purchasing, fulfillment, and reporting.

This flexibility is especially valuable when dealing with complex configurations that include many underlying components. You can simplify what the customer sees while still preserving the full structure of the configured solution behind the scenes.

Yes. When configured items are grouped appropriately, you can adjust the quantity at the system or bundle level rather than editing each individual component line-by-line.

This makes quote management significantly easier, especially for larger or more complex configurations. Instead of modifying multiple line items, sales reps can quickly scale a solution up or down by adjusting a single quantity value.

This approach helps improve efficiency, reduces the chance of manual errors, and makes it easier to respond to customer changes during the sales process.

No. The configurator is designed to support both simple and complex use cases.

You can use it for straightforward configurations with just a few steps, such as selecting basic product options, or you can build more advanced workflows that include dozens or even hundreds of steps with dependencies and structured decision paths.

This flexibility allows businesses to start simple and expand their configurations over time. You do not need to fully model every possible scenario upfront, which makes adoption more practical compared to some CPQ platforms that require extensive setup before delivering value.

The QuoteWerks Product Configurator is flexible enough to support a wide range of industries and configurable products.

Common use cases include:

• IT solutions and managed services
• Telecommunications and VoIP systems
• Security and alarm systems
• Manufacturing and equipment configuration
• Automotive and vehicle builds
• Construction and project-based quoting
• Healthcare equipment
• Audio/visual systems
• Energy and solar solutions
• Office furniture and workspace design

Because the configurator is based on guided workflows rather than rigid product models, it can adapt to many different sales scenarios across industries.

Once a configuration has been set up, sales reps no longer need to memorize product combinations, dependencies, or required components.

Instead, they follow a guided process where each step presents the appropriate options. This significantly reduces the amount of training required for new hires and helps ensure that even less experienced reps can build accurate quotes.

By reducing reliance on tribal knowledge and standardizing the quoting process, businesses can onboard new sales reps faster, minimize errors, and create more consistent proposals across the team.

Most CPQ systems offer product configuration capabilities, but they often come with higher costs, more complex setup requirements, and ongoing administrative overhead.

Many platforms require:

• Rebuilding product catalogs inside the system
• Managing complex rule engines
• Upgrading to higher-tier plans for advanced features
• Dedicated administrative resources to maintain configurations

QuoteWerks focuses on delivering practical CPQ functionality without that complexity. It combines guided selling, flexible product sourcing, bundled solution building, and quote presentation control into a single system that is easier to implement and maintain.

This makes it a strong option for businesses that want the benefits of CPQ without the overhead typically associated with enterprise platforms.