Solutions
for Quoting Automation
From manual quoting to controlled, scalable automation
The shift
Quoting is evolving from a slow, fragmented process into a strategic driver of revenue. Traditional methods rely on spreadsheets, emails, or disconnected systems, which can delay responses, introduce errors, and make managing complex pricing or product configurations difficult. Automation addresses these challenges by embedding pricing logic and approvals directly into workflows, delivering quotes quickly while ensuring accuracy and compliance.
This transformation also reshapes the sales role. Teams spend less time on repetitive tasks and more on engaging customers and shaping deals. With real-time insights and automated processes, organizations respond faster, improve alignment between sales and finance, and scale revenue operations with greater reliability and intelligence.
Challenges
- 01Inconsistent and proposals with mistakes
Sales teams create proposal documents manually based on local templates, which not only wastes time that could be spent talking to clients, but also results in errors and inconsistencies in customer-facing materials format.
- 02Lack of version control
The quotation process often requires multiple iterations of an offer as a result of internal reviews and customers’ feedback. Keeping track of versioning can be challenging and result in a lack of transparency in the quote history.
- 03Inefficient Approvals
Discounting and exception approvals are handled via email or offline, resulting in missed approvals, long cycles, and lack of traceability.
- 04Manual Data Entry
Quoting requires copying customer, product, and pricing data from multiple sources, increasing the chance of human error, and reducing productivity. Repeated manual data entry creates a risk of misinputs, resulting in costly incorrect orders.
CLARITY Solutions for Quoting Automation
We help companies turn quoting into a fast and reliable process. Using SAP CPQ, PriceFX, and ERP integrations, we set up workflows that enforce pricing rules, approvals, and product configurations automatically.
Our approach gives teams clear visibility into quote status and performance, reduces mistakes and delays, and frees sales to focus on customers and closing deals. By combining proven practices with our technical expertise, we make quoting accurate, transparent, and scalable.
Products and Services for Quoting Automation
A sales-friendly front end that guides users through valid options, prices variants, and produces professional quotes. Built for business admin, CPQ supports rapid change without heavy development.
It’s SAP’s next-generation cloud ERP. It provides standardized best-practice processes, real-time analytics powered by SAP HANA, and built-in AI to automate daily tasks. Delivered as a SaaS solution, it offers scalability, lower upfront costs, and regular updates managed directly by SAP. This makes it ideal for organizations that want a secure, future-ready ERP without the complexity of heavy customizations or on-premise infrastructure.
The SAP CPQ Accelerator by CLARITY leverages pre-built assets, including user story templates, test script templates, and pre-built features across all areas of SAP CPQ, such as quotes, products (simple, configurable, bundles), pricing, quote approval, output documents, and integrations.
It’s the new quote engine in SAP CPQ, designed to handle large and complex quotes with greater speed, stability, and scalability.
A periodic audit isn’t just a technical exercise — it’s a strategic step toward faster quoting, fewer errors, better user experience, and long-term system efficiency. Whether you’re facing growing pains or just want to ensure you’re getting the most from your investment, our comprehensive SAP CPQ audit delivers clear insights and actionable improvements.
How CLARITY Transforms Quoting
- Detailed Quotes
Each quotation provides a full view of the products or services included, showing itemized costs, discounts, and terms so sales teams and customers can clearly understand the offer.
- Customizable Templates
Quotes are adapted to your business needs and customer requirements, allowing for flexible configurations without sacrificing accuracy or consistency.
- Controlled Approvals
Non-standard quotes follow a structured review and authorization process, ensuring all exceptions are properly checked before reaching the customer.
- Transparent Pricing
SAP CPQ and PriceFX enforce pricing rules and models while showing users exactly how each price is calculated, helping sales make informed decisions.
- Sales Insights
Organized quote data allows teams to analyze performance trends, spot bottlenecks, and identify opportunities to improve the quoting process and overall revenue performance.
Outcomes for the business
- Accuracy
Сustomers receive reliable and correct information every time, avoiding mistakes or discrepancies in quotations.
- Efficiency and Time-Saving
Automating and optimizing the quotation process saves time for your sales team, shortens lead times, and increases the likelihood of winning deals.
- Seamless integration
Connecting the quotation workflow with CRM, ERP, and other systems reduces manual data entry, minimizes errors, and lowers the costs of incorrect sales orders.