Turn the configuration, selected options and price into a quote PDF the buyer can review and share.
Reps and dealers often rebuild quote documents in spreadsheets or presentations. Missing configuration detail creates another round of questions for the buyer and the seller.
A finished quote should be ready to send.
Keep the configuration, selected options and price together in the document the buyer receives.
List every selected option so the approver can see what the price includes.
Create a document that your reps and dealers can send without rebuilding it in another tool.
Generate a quote PDF in the CPQ workspace.
Share an individual quote. Lock the quote and use Revise when it needs changes.
A quote PDF tied to the configuration and price. Integration handoff is scoped separately.
Standard quote PDFs are available in CPQ. Custom proposal sections, cover letters, terms and approval routing require a separate scope review.
