CPQ for consultative sales: calculate complex pricing in minutes
With the Ploomes CPQ module, it is possible to configure offers, calculate prices, and generate quotes and commercial proposals automatically. No more spreadsheets, manual proposals, and errors in closing deals.
+3000 companies use Ploomes to optimize their commercial management
Why Ploomes?
Sell with speed,
control and predictability
Price calculations
Have conditional formulas for complex pricing, including variables, taxes, margin, discount rules, ranges, and commissions.
External Consultations
Send and receive data from the ERP, spreadsheets, and APIs for queries or calculations that depend on external means (prices, taxes, inventory, and conditions).
Optionals and kits
Combine products and services with kits and options, using mandatory, exclusion, and recommendation rules to avoid invalid combinations and standardize
the offer.
Key resources
Benefits and functionalities of the CPQ module
Eliminate errors with automatic budgeting
Errors, such as typing or calculation errors, are inevitable in the manual generation of commercial proposals and quotes. Automatic sales pricing through Configure Price Quote eliminates them.
Advanced Pricing
With a price configurator, calculate automatically using advanced formulas and external ERP queries, including taxes, price lists, currency conversion, and margins.
Smart Fields
Create smart fields with more than 20 types of masks, pricing formulas, appearance or hiding by conditionals, and queries to external APIs. Set permissions by profile to protect pricing rules and maintain governance.
Full integration with
CRM Ploomes
Unlike isolated tools, the module is integrated with opportunity management, sales funnel, indicators, and reports. The proposal ceases to be a loose file and becomes strategic data.
Governance and commercial compliance
CPQ ensures that all proposals automatically follow the company's business rules and policies. Discount limits, price lists, minimum margins, special conditions, and approval elevations are automatically applied to proposals and quotes.
Stages of the Process
How CPQ works
in 3 steps
- Set up the offerKits, options, and required/exclusion rules.
- Calculate the priceDiscounts, taxes, margins, and commissions, with
- Generate the quoteProposal/budget in CRM with governance and history.
additional modules
Boost your Ploomes: extra modules for tailor-made growth
Add advanced functionality as your operation evolves, without complication or rework.
Real impact
For whom the CPQ of
Ploomes is indicated
B2B companies with sales
Operations with recurring products, services, plans, or contracts
Businesses that work withmultiple price lists, discounts and commissions
Commercial teams that need agility without losing control and margin
Managers who seek governance, compliance in the commercial process
INTEGRATIONS
Connect your technology tools to Ploomes
Ploomes connects more than 100 tools on the market, such as:
ERPs:
Sankhya, Omie, Dataplace, and many others.
API access:
Build integrations for other software and have everything centralized.
services
Implementation and support of
Ploomes and their modules
Consultative implementation
You know your processes, us, the technology. Together, we implement Ploomes with support and training. Our multidisciplinary team is our differential.
Recurrent support
Online chat to clarify questions and give assistance to users. For accounts that require greater proximity, we offer the possibility of contracting premium support with personalized service..
Custom projects
Team made up of business analysts, solution architects and developers, with the function of activating the potential of Ploomes in your company through the development of new integrations, applications and functionalities.
Frequently Asked Questions
CPQ (Configure, Price, Quote) is a system for configuring offers, applying pricing rules, and generating quotes/proposals with consistency. In Ploomes, CPQ runs on CRM to standardize business policies, reduce errors, and accelerate the sales cycle.
The CPQ applies discount rules, tax/taxes, margins, commissions, and item combinations (kits and options). At each quote, the system automatically calculates based on the data entered, avoiding parallel spreadsheets and reducing rework.
CPQ brings speed and scalability: it reduces configuration and calculation errors, standardizes margins and discounts, facilitates approvals, and improves the predictability of the business process. The result is a shorter sales cycle and more consistent proposals.
When your quote involves many variables (kits, options, taxes, margins, discounts, and commissions) and the risk of error is high. CPQ standardises rules and brings governance to the process.
Yes. CPQ can consult external data (such as ERP and APIs) to keep prices, taxes, and conditions aligned with what your operation uses on a daily basis.
CPQ focuses on setting up and calculating prices with advanced rules (taxes, margin, commission). Document automation focuses on document generation and management (template, versions, signature).
Do you have other questions? Get in touch
Request a demo
from the Ploomes CPQ
No more spreadsheets, manual proposals, and errors in closing deals. With the CPQ module, your team sells faster, with more control, and more margin.