Accurate Quotes in Minutes, Not Days
Complex product configurations, multi-level pricing, and proposal generation shouldn't require an engineer in the room. ZeyOS CPQ encodes your business rules so sales can quote accurately and fast - every time.
Rules-Based Configuration
Define valid product combinations once. Sales reps can only build quotes that are technically feasible - no engineering callbacks.
Automatic Pricing
Volume discounts, customer-specific contracts, and currency conversions applied automatically. No pricing spreadsheets, no margin errors.
One-Click to Order
Signed quotes convert to sales orders, contracts, and invoices without re-entering data. The deal closes; the system takes over.
Configuration That Prevents Mistakes Before They Happen
When sales reps configure products manually without guardrails, technically invalid quotes go to customers, engineering gets pulled in to correct them, and deals slow down. ZeyOS CPQ encodes your product logic so every quote is valid before it leaves the building.
Inclusion & Exclusion Rules Define which options can and cannot coexist. Incompatible selections are blocked in real time - before the quote is built.
Bundle & Package Management Define pre-configured product bundles that apply discounts and include required accessories automatically.
Attribute-Based Pricing Configure pricing rules that calculate dynamically based on product attributes - dimensions, weight, capacity, or custom fields.
Pricing That Protects Your Margins Automatically
Rogue discounting - sales reps offering discounts without approval to close a deal - is a silent margin killer. ZeyOS CPQ automates correct pricing and enforces approval workflows for any discount that exceeds your defined thresholds.
Customer-Specific Price Lists Apply negotiated rates automatically based on customer or contract tier. No manual lookup, no accidental standard pricing.
Discount Approval Workflows Set thresholds beyond which discounts require manager sign-off. Deals close faster because approval is routed automatically - not by email.
Multi-Currency, Multi-Region Quotes in local currency with live exchange rates. International deals handled cleanly without manual conversion.
From Signed Quote to Invoice Without Re-Entering Data
The moment a quote is accepted, the work should begin - not more data entry. ZeyOS converts accepted quotes to sales orders, triggers contract generation, and queues up the first invoice automatically.
One-Click Order Conversion Accepted quotes become sales orders with a single click. All line items, prices, and delivery terms carry over - zero re-entry.
Auto-Contract Generation For subscription products, ZeyOS automatically creates the recurring billing contract linked to the accepted quote.
Digital Signature Workflow Send quotes for e-signature and track status from 'Sent' to 'Signed.' No paper, no scanning, no back-and-forth.
Industrial Equipment Manufacturer
Our sales cycle dropped from three weeks to three days. The CPQ rules we set up in ZeyOS mean sales can configure any of our 400+ product variants without calling engineering once. The quotes are always accurate, the pricing is always correct, and the margin is always protected.
Build Quotes Faster. Protect Margins Automatically.
Book a 30-minute session and we'll map your current quoting process to ZeyOS CPQ - configuration rules, pricing logic, and the quote-to-order flow.
Book a Demo