CPQ Standards Orchestrator
Streamlining accurate and compliant quotes for complex bids, reducing risks and delays.
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What does it mean for you?
Teams produce accurate, compliant quotes faster, reduce back-and-forth and risk reviews, and move complex bids through approval and handoff with fewer delays.
How it works?
Ingests inbound emails, bid packages, specs, and CRM context, determines scope, maps requirements to eligible parts and options across large catalogs with customer-specific pricing, auto-builds quote tables, checks proposals against required standards, flags risky terms for review, and generates proposal documents and structured handoff packets.
Overview
Sales Enablement
by cassidy
Implement it inside your company
Get help from our team of specialists to quickly integrate this solution into your existing workflow and unlock new growth.
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- Hands-on onboarding and support
- Self-paced training for your team
- Dedicated implementation experts
- Ongoing use case discovery
- ROI tracking & analytics dashboards
- Proven playbooks to get started fast
A dedicated team to drive adoption and results
Our implementation experts work hands-on with your team to make sure you see real value - fast. From setup to optimization, we’re here to help every step of the way.
We enable your teams - no IT required
We train your builders, support their workflows, and make sure they get the most out of Cassidy without ever waiting on engineering.
