CPQ system for Vertical Engineering (Brisbane, 2025)
Vertical Engineering had relied on an overseas SaaS CPQ system that was costly, limited and error-prone. Sales consultants spent hours configuring quotes, and the lack of version control caused pricing inconsistencies between revisions. We replaced it with a cloud-based CPQ web portal:
- a step-by-step lift configurator that filters out incompatible options
- real-time pricing with currency conversion for imported lifts, plus customer-specific discounts and contract rates
- branded supply proposals in Word or PDF, from templates Vertical Engineering can edit themselves
- role-based permissions for sales consultants, regional managers and distributors, with every action logged for audit
- migration of more than 4,000 historical quotes and customer records from the legacy system