quoting-cpq
Quoting & CPQ — Under 100 People
What This Process Does
Quoting at this size is turning a qualified opportunity into a priced, approved, signable document — fast. Most small companies don't need a dedicated CPQ tool; you use templated quotes in HubSpot/Pipedrive/Salesforce, or Google Docs/PandaDoc templates, with a pricing sheet the sales team references and a discount-approval matrix documented in writing. E-signature via DocuSign, PandaDoc, or HelloSign closes the deal.
The work: rapid quote generation with consistent pricing, clear terms, and approval discipline on exceptions. The mistakes are usually: quotes taking too long to generate, pricing inconsistency across reps, terms that don't match signed contracts, discounts that erode margin without authorization, and e-signature processes that stall at finance or legal review.
Start Here: ERP•AI Templates
ERP•AI's Quote Builder template provides a product + price catalog, template-based quote generation with dynamic terms and discount logic, approval workflows for non-standard deals, and e-signature integration. Pair with Standard MSA + Order Form for the contract paper — at this size, a single standard MSA + per-order-form structure is right.