Make Complex Quotation
Faster, More Accurate and More Controllable
Unify product configuration, pricing, discounts, and approval rules to help B2B sales quickly generate accurate and professional quotes, and seamlessly connect contracts and order fulfillment.
Transform Complex Quotations into Standardized Revenue Processes
Sales do not need to repeatedly check products, calculate prices, or seek approval. The system guides each step according to business rules and directly transmits accurate data to subsequent orders.
Demand Recognition
Starting from Pipeline and customer scenarios, clarify product, quantity, region, and service requirements.
Intelligent Configuration
Guide sales combinations to the correct solution through compatibility, mandatory, and mutually exclusive rules.
Automatic Pricing
Apply price lists, quantity tiers, customer agreements, and promotional policies.
Discount Authorization
Automatically route approval based on discounts, gross profit, and permissions to protect transaction quality.
Contracts and Orders
Generate professional quotation documents, seamlessly convert them into contracts and orders after signing.
Enable Every Salesperson to Configure the Correct Solution
Accumulate the experience of product experts into configuration rules and guided Q&A, and be able to quickly provide deliverable solutions for complex products, selection relationships, and service combinations.
Guided Sales
Dynamically recommend product combinations based on industry, usage, scale, and regional demand.
Configure Rules Verification
Automatically handle mandatory, mutually exclusive, dependent, capacity, and compatibility to reduce technical errors.
Recommended Program Value
Recommend value-added services and expand products based on customer scenarios to increase average customer value and long-term value.
Configure Rule Engine
Energy Storage Solution · Rule Collection v4.6Six Core Competencies Covering Complex B2B Quotations
Connect sales, product, finance, and delivery teams to improve quote speed while maintaining price, gross profit, and compliance bottom lines.
Product Configuration Management
Support product packages, options, attributes, dependencies, and compatibility rules to accurately combine complex solutions.
- Multi-level Product Structure
- Configure Rules and Active Options
Flexible Pricing Engine
Unified catalog price, tiered price, contract price, regional price, and multi currency, adapted to global business
- Volume Pricing
- Negotiated Price between Customers and Channels
Discount and Gross Profit Control
Real time calculation of discounts, costs, and gross profit, automatically triggering management approval based on risk thresholds.
- Discount Rules & Approval
- Deal Profits Analysis
Intelligent Authorization Process
Dynamically route based on amount, discount, region, and product conditions to reduce unnecessary approval waiting.
- Parallel and multi-level approval
- Mobile approval reminder
Quotation File Generation
Automatically generate professional quotation and solution files with unified brand, accurate terms, and multiple languages
- Dynamic Quotation Template
- E-signature link
Order Seamless Fulfillment
The approved quotation directly generates contracts and orders, reducing duplicate entries and differences in upstream and downstream data.
- Quote-to-Order
- ERP and Fuifillment Integration
Improve Quotation Speed and Protect the Quality of Every Transaction
By implementing pricing policies in the sales process, managers can clearly see the sources of discounts, gross profit risks, and approval responsibilities.
A Set of Products and Price Truth
All teams use a unified directory, rules, and version to avoid outdated prices, incorrect products, and verbal promises.
Identify Gross Profits Risk During Quotation
Identify abnormal discounts, cost fluctuations, and term risks before submitting to customers, rather than remedying them after the transaction.
Improve Business Tactics Using Data
Analyze configuration preferences, discount usage, approval efficiency, and winning results, and continuously adjust products and pricing.
Upgrade Sales Quotations from 'Manual Calculation' to 'Intelligent Revenue Process'
Schedule a Leanx CPQ product demonstration and plan a complete closed-loop from configuration quotation to order fulfillment based on your product structure, channel system, and global pricing scenario.
Book a Product Demo →