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user flow

Step 1: Overview

  • Users gain an understanding of the CPQ platform, focusing on managing quotes and events for invoicing within companies.

Step 2: Quote Creation

  • Users create and configure quotes, inputting client information and attaching relevant documents for a comprehensive presentation.
  • Various user roles are defined, including admins, end users, and salespeople, each with specific permissions and functions.
  • Contacts are managed, and roles are assigned for effective communication and processing.

Step 3: Approval Process

  • Quotes undergo an internal approval process to prevent misuse and ensure validity.
  • The platform, designed for large companies, emphasizes strict control over the sales process to prevent unauthorized transactions.
  • Users can add products to quotes, incorporating hierarchies, categories, and efficient organization.
  • For subscription-type products, users manage start and end dates, quantities, and other relevant details.

Step 4: Product Management

  • Users can add products to quotes, choosing from four types and various pricing models (one time, subscription, consumption).
  • Pricing models, such as flat, tiered, and volume, are configured separately to suit different product pricing structures.

Results of the project

Scalable Architecture

Embrace a scalable platform architecture featuring reusable modules for enhanced flexibility.

Custom UI Library

Utilize a custom UI library designed for various system modules, ensuring a cohesive and user-friendly interface.

Proprietary Drag-and-Drop Tool

Leverage our proprietary drag-and-drop tool for creating creative user flows, enhancing the overall user experience.

Efficient Product Development

Achieve efficient product development with just 6 engineers leading the way, ensuring a streamlined and effective process.

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