SAP CPQ Quote Automation That Removes the Manual Steps

We use SAP CPQ to automate how your quotes are created, priced, approved, and generated, so your sales team spends its time with customers instead of assembling documents.

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Manual Quoting Slows Deals Down. We Make the Process Move.

In many companies a quote passes through more hands than the deal warrants. A salesperson assembles the configuration, someone checks the pricing, a manager approves the discount, and somebody formats the document before it reaches the customer.

Each handoff adds delay and an opportunity for error. Prices get copied from outdated spreadsheets. Invalid product combinations reach customers. Discounts pass through without the approval they required. The deal that arrived first is not the one that gets answered first.

SAP CPQ can carry most of that process automatically. At Solvetect, we configure guided selling, pricing rules, approval routing, and document generation so quotes are produced correctly without the manual assembly line around them.

Guided Quote Creation

We build guided selling flows that lead sales users to valid product combinations, so quotes are assembled correctly the first time without technical review.

Automated Pricing and Discounts

We configure pricing rules, discount structures, and margin thresholds so the correct price is calculated automatically rather than looked up and typed in by hand.

Approval Routing

We design approval workflows that route quotes to the right people based on value, discount level, or exception type, and move them along without manual chasing.

Document Generation

We set up quote templates that produce consistent, correctly formatted customer documents automatically, including the terms and conditions your legal team requires.

What We Help You Automate in the Quoting Process

Eliminate manual product selection through guided configuration flows
Automate price calculation so sales users never look up figures in spreadsheets
Apply discount rules and margin floors consistently across regions and channels
Route approvals automatically based on quote value, discount, or exception type
Generate customer-ready quote documents without manual formatting or copying
Validate configurations before a quote can be sent, catching errors early
Connect quote data with CRM so opportunities and quotes stay aligned
Pass approved quotes into ERP and order processes without re-entry
Standardize quoting across teams so output does not depend on who built it
Give management visibility into quote status, cycle time, and approval bottlenecks

What Quote Automation Changes in Practice

1.

Quote turnaround drops significantly

When configuration, pricing, approval, and document generation happen automatically, the time between a customer request and a delivered quote shortens considerably. Sales teams stop waiting on internal steps.

2.

Errors leave the process

Manual quoting produces manual mistakes: outdated prices, invalid product combinations, missing components. Automated rules and validations catch these before the quote reaches the customer.

3.

Discounting stays under control

Automated approval routing means discounts above a threshold cannot quietly pass through. Margin protection stops depending on whether someone remembered to escalate.

4.

Sales capacity increases without new hires

Time spent assembling documents is time not spent selling. Removing repetitive quoting work gives your existing team more room for customer conversations and follow-up.

WHAT OUR CLIENTS HAVE TO SAY ABOUT US

Recent testimonials from our clients

Isidora and Milos are real CPQ experts in all aspects. They know the all the ins and outs of CPQ and can translate their in-depth technical knowledge to business use cases. They have a good mix of sticking to the standards and being flexible to implement the required system in budget and time.

Isidora and Milos played crucial roles in designing and developing the SAP CPQ sales quote solution for my company. I was very fortunate to benefit from their SAP CPQ skills and knowledge and they brought the added benefit of being outstanding colleagues to collaborate with as people. It was a very productive and enjoyable experience.

What truly stands out about Isidora & Milos, is their ability to navigate the entire development lifecycle: from requirements, designing architectures to building intuitive front-end interfaces. They approached every challenge with a meticulous and innovative mindset, and showed terrific leadership and mentoring of the team.

Isidora is an exceptional professional. During our time working together, she demonstrated deep expertise in even the most obscure aspects of the SAP CPQ product. Her outstanding problem-solving abilities enabled us to resolve highly complex issues with speed & efficiency.

When Isidora and Miloš joined the team as our external collaborators, SAP CPQ gained a new dimension.

Their prompt responses to identified issues, along with practical suggestions and effective solutions, significantly elevated the overall user experience.

I would like to commend their expertise and professionalism and strongly recommend them to any potential clients

Reliability is the word describing Sovetect’s work. All chalenges thrown at them were met with engineer’s curiosity and professional’s commitment, always resulting with job well done. Any project having them as implementators, no matter the technology or business chalenges, will thrive.

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