About the Client

Magento Commerce is the leading provider of cloud commerce innovation to merchants and brands across B2C and B2B industries. Magento Commerce boasts a strong portfolio of cloud-based omnichannel solutions, empowering merchants to successfully integrate digital and physical shopping experiences.

Business Challenges

  • Product feature selection was a herculean task
  • Incorrect products were bundled together
  • Inconsistency in pricing and discounts
  • Subscription pricing and terms were hard to be determined
  • Lack of a single flow or process from quoting till contracting
  • Renewals and amendments were chaotic with no proper record
  • Need for online signatures and contract approvals

Business Requirements

  • Understand product lines, products, products features and configure it in CPQ
  • Set up pricing methodologies and rules for standalone, bundled, one-time and subscription products as per business needs
  • Transform 60 odd Conga templates into quote templates, based on different business cycles
  • Quote templates to support multi-lingual. Transform existing quote data into CPQ quotes & contracts
Download Case Study

The Benefits

  • Simple amendment process with co-termination facilities
  • Customizable quote templates
  • Validations to prevent users from selecting products incorrect product combinations
  • Eliminated data entry errors

The Solution

  • Easy product and feature selection
  • Automated price and subscription term calculations with no errors in pricing
  • Single streamlined process from Opportunity to Contract Approval
  • Automated renewals
  • Discount approvals