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Sales & CRM
Oracle CPQ Cloud
Oracle CPQ Cloud logo
Sales & CRM

Oracle CPQ Cloud

Oracle CPQ Cloud is a comprehensive Configure, Price, Quote software solution designed for B2B sales organizations that need to manage complex product configurations, accurate pricing, and professional quote generation. It serves manufacturers, distributors, and technology companies selling highly configurable products with numerous options, accessories, and dependencies. The platform automates the entire sales quoting process from initial configuration through to final proposal delivery, ensuring accuracy, consistency, and compliance with business rules. By integrating with CRM systems like Oracle Sales Cloud and Salesforce, it provides a seamless workflow for sales teams while maintaining centralized control over pricing strategies, discount approvals, and product configurations. The system helps eliminate manual errors in quoting, reduces sales cycle times, and ensures that complex products are properly configured according to technical constraints and business policies before proposals are sent to customers.

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Key Features

Visual Configuration

Provides interactive, guided configuration interfaces that help sales representatives and customers visually build complex products with real-time validation of technical constraints and compatibility rules.

Advanced Pricing Engine

Automatically calculates prices based on multiple dimensions including product configurations, customer segments, volume tiers, promotional campaigns, and geographic factors while maintaining margin targets.

Document Generation

Automatically generates professional, branded proposals, quotes, and contracts with dynamic content that reflects configured products, pricing, terms, and customer-specific information.

Approval Workflows

Routes quotes requiring exceptions or special pricing through configurable approval chains based on business rules, deal size, margin thresholds, or customer history.

CRM Integration

Seamlessly integrates with leading CRM platforms including Salesforce, Oracle Sales Cloud, and Microsoft Dynamics, synchronizing opportunity, account, and contact data between systems.

Mobile CPQ

Delivers full CPQ functionality on mobile devices, allowing sales representatives to configure products, calculate pricing, and generate quotes while meeting with customers offline or in the field.

Pricing

Standard Edition

Contact sales for quote
  • βœ“Core CPQ functionality including product configuration
  • βœ“Basic pricing and discount management
  • βœ“Standard quote generation and proposal templates
  • βœ“Integration with Oracle Sales Cloud and basic CRM connectors
  • βœ“Standard reporting and analytics
  • βœ“Typically includes a set number of named users with additional users at incremental cost

Enterprise Edition

Contact sales for quote
  • βœ“Advanced configuration capabilities with complex rules and constraints
  • βœ“Sophisticated pricing engines with multi-dimensional pricing
  • βœ“Advanced approval workflows and governance controls
  • βœ“Enhanced integration capabilities with ERP, CRM, and other enterprise systems
  • βœ“Advanced analytics and AI-powered insights
  • βœ“Mobile optimization and offline capabilities
  • βœ“Higher levels of support and service level agreements
  • βœ“Advanced security and compliance features

Custom Enterprise Solution

Custom pricing via sales consultation
  • βœ“Fully customized implementation tailored to specific industry needs
  • βœ“Dedicated implementation and consulting services
  • βœ“Custom integrations with legacy systems and specialized applications
  • βœ“Industry-specific configuration templates and best practices
  • βœ“Premium support with dedicated account management
  • βœ“Custom training programs and change management support
  • βœ“Advanced security, compliance, and data residency options
  • βœ“Performance guarantees and customized service level agreements

Use Cases

1

Manufacturing Equipment Sales

Industrial manufacturers use Oracle CPQ Cloud to sell complex machinery with thousands of configurable components, options, and accessories. Sales engineers guide customers through valid configurations while the system automatically calculates pricing based on selected features, regional factors, and customer-specific agreements. This ensures technical accuracy, maintains margin targets, and generates detailed proposals with engineering specifications and delivery timelines, reducing configuration errors that could lead to costly manufacturing mistakes.

2

Technology Solution Bundling

IT solution providers leverage CPQ Cloud to bundle hardware, software, and services into comprehensive technology solutions. The system validates compatibility between components, applies appropriate licensing models, and calculates tiered pricing for different customer segments. Sales teams can quickly assemble compliant solutions that meet specific technical requirements while maintaining profitability through automated margin controls and approval workflows for custom pricing requests.

3

Medical Device Configuration

Medical equipment manufacturers use the platform to configure specialized devices with regulatory-compliant options and accessories. The system enforces clinical compatibility rules, tracks regulatory requirements by region, and generates documentation for compliance purposes. This ensures that configured devices meet both technical specifications and regulatory standards while providing accurate pricing that accounts for service contracts, training, and maintenance packages.

4

Telecommunications Service Packages

Telecom companies implement Oracle CPQ to bundle voice, data, and managed services into customized packages for business customers. The platform manages complex pricing structures with volume discounts, promotional offers, and contract terms while validating technical feasibility of service combinations. Sales representatives can quickly generate proposals that clearly communicate service levels, pricing breakdowns, and implementation timelines, accelerating sales cycles in competitive markets.

5

Automotive Parts Distribution

Automotive parts distributors use CPQ Cloud to configure vehicle-specific parts kits and maintenance packages. The system validates part compatibility by vehicle make, model, and year while applying appropriate pricing based on customer tier, order volume, and promotional programs. This enables sales teams to quickly assemble complete solutions for repair shops and dealerships while maintaining accurate inventory integration and generating professional quotes with installation instructions and warranty information.

How to Use

  1. Step 1: Organizations typically begin by working with Oracle consultants to implement CPQ Cloud, which involves defining product catalogs, configuration rules, pricing models, and approval workflows tailored to their specific business needs.
  2. Step 2: Sales representatives access the CPQ interface through web browsers or mobile apps, often integrated with their existing CRM system like Salesforce or Oracle Sales Cloud for a unified sales workflow.
  3. Step 3: Users start a new quote by selecting products from the configured catalog, using guided configuration wizards that enforce technical constraints and business rules to ensure valid product combinations.
  4. Step 4: The system automatically applies pricing based on configured rules, including volume discounts, promotional pricing, and customer-specific agreements, with visual indicators showing margin impacts and profitability.
  5. Step 5: Users generate professional proposals with customizable templates that include product specifications, pricing breakdowns, terms and conditions, and visual representations of configured products.
  6. Step 6: Quotes requiring special pricing or exceptions trigger automated approval workflows, routing requests to appropriate managers or departments based on predefined business rules.
  7. Step 7: Approved quotes can be electronically sent to customers, tracked for engagement, and converted to orders with minimal re-entry of data into ERP systems.
  8. Step 8: Administrators monitor quote performance, analyze win rates, and refine pricing strategies using built-in analytics and reporting dashboards to optimize future sales processes.

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At a Glance

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