Map the quote path before configuring CPQ
Use SIPOC to define the quote process boundary before configuring CPQ rules or approvals.
The move: map the quote flow before you configure it. A CPQ build can look like a software project, but the real object is a business process. SIPOC keeps the team from treating CPQ as a set of screens. It asks five questions: who supplies the quote inputs, what inputs are required, what process turns them into a valid offer, what outputs are produced, and who depends on those outputs. This matters because quote errors rarely come from one bad field. They come from missing context at a handoff. Sales may think discount rationale is enough. Finance may need margin…
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