Custom CPQ Platform
Enabling rapid configuration, dynamic pricing, and increased quoting capacity
A global manufacturer struggled with slow, manual quoting, complex pricing, and limited visibility into sales and financial performance. Within four months, IDA delivered a tailored CPQ solution that streamlined quoting, introduced dynamic pricing, and enabled real-time insights. The result was faster turnaround times, improved accuracy, and greater efficiency to support continued growth.
- Client
- Lab Manufacturing Industry
- Delivered
- Mar 2025
- Timeline
- 4 months
- Service
- Profitable Growth
Product combinations
28,000 → 1,000
Quote turnaround
Days → minutes
The problem
The client, a global industry manufacturing company, struggled to grow sales due to a slow, manual quoting process built around Excel spreadsheets, inconsistent pricing, and difficulty meeting evolving customer expectations. Managing pricing across tens of thousands of product combinations was complex and error-prone, leading to quoting delays, lost opportunities, and limited visibility into the business pipeline. To drive growth and deliver the service and responsiveness their customers demanded, they needed faster quoting, transparent and logical pricing, easier collaboration, and real-time financial insights.
The solution
IDA developed a strategic quoting tool designed to fix pricing, accelerate the quoting process, and simplify collaboration with customers. The CPQ tool introduced logical, cost-based dynamic pricing with volume discount tiers, enabled rapid quote creation through a product configurator and CSV upload, and automatically generated OOR (Order Opportunity Report) insights, giving real-time visibility into quoting activity and overall business performance. By making it faster and easier to configure, price, and quote projects in minutes, the company strengthened customer relationships, improved operational efficiency, and positioned itself for sustainable sales growth.
The results
The CPQ tool replaced 28,000 manual product combinations with a streamlined system of 1,000 base items and 13 option groups, reducing complexity and improving pricing accuracy. Quotes that previously took days are now created in minutes, increasing speed to market and customer satisfaction. The tool's real-time reporting now provides visibility into quoting activity and business performance, helping leadership make faster, data-driven decisions.
“The custom software integrates seamlessly with our existing tools, allowing us to cross-reference everything in one place. This has saved us significant time and effort.”
— Director
“The platform is extremely intuitive, with a clean and straightforward interface. Our team was able to adopt it quickly with little to no training required.”
— Director of Operations
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