Glossary of CPQ Software Terms

 

Discover key CPQ Software terms and familiarize yourself with the latest concepts, processes, and technology.

discovery session for scoping

Discovery Session for Scoping

cola adjustments

COLA Adjustments

Services CPQ Platform

Services CPQ Platform

Professional Services automation software

Professional Services Automation Software

Service Quote Template

Service Quote Template

cola adjustments

Fixed Bid Project Contingencies

estimation process

Estimation Process

gross margin

Gross Margin

discovery session for scoping

Integrations for Quoting Software

discovery session for scoping

Approvals for Services Quoting

Automation for services quoting

Automation For Services Quoting

AI Proposal Generator

AI Proposal Generator

AI-led Guided Selling

AI-lead Guided Selling

CPQ Integrations

CPQ Integrations

proposal generator

AI-led Scenario

gross margin

Attachment Rate for Services

Salesforce CPQ Software

Salesforce CPQ Software

CPQ for Managed Services

CPQ for Managed Services

Billable Utilization

Billable Utilization

resource forecasting

Resource Forecasting