Dealer pricebook template
Dealer pricebook template for controlled multi-channel pricing
Download a dealer pricebook CSV with SKU, price tiers, effective dates and approval fields, plus a practical governance guide.
Free resources
Practical CPQ templates you can use before buying software.
Build a stronger business case with a free ROI calculator and editable worksheets for pricebook governance, CPQ requirements, and real vendor evaluation. No email gate.
Interactive calculator
How much manual quoting time could CPQ realistically recover?
Adjust quote volume, preparation time, rework rate, adoption, software cost and implementation assumptions. See scenario-based annual labor value, first-year net impact, and payback. No claimed or guaranteed savings.
Templates and checklists
Turn product data and buying requirements into testable evidence.
Each toolkit includes a professional Excel workbook and PDF companion guide in addition to CSV. The pricebook template provides fictional direct, dealer and contract prices with effective dates and approval policies. The CPQ requirements template lets buyers document acceptance tests, owners and implementation readiness. Use them to prepare real workflows before migrating sensitive data.
CPQ selection checklist
Manufacturing CPQ requirements checklist and evaluation worksheet
Download a CPQ requirements checklist covering configuration, pricebooks, approvals, CRM integration, security and rollout QA.
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