Walk the failed quote to root cause
Trace a CPQ quote defect from symptom to root cause and select the correct corrective action.
Wrong renewal uplift A customer flags that the renewal quote used 3% uplift when the contract requires at least 7%. The rep corrected the PDF manually. Manual correction solves the customer moment but not the next quote. root cause Depth first, then breadth Use Five Whys to trace the causal chain, then fishbone categories to check whether data, process, policy, people, or system design is being missed. Reflex Tell the rep to be careful. The next quote is protected by a system change, not memory. A CPQ defect is not closed when the affected quote is repaired. It is closed…
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