CPQDash is a Configure, Price, Quote dashboard built specifically for UK manufacturers. Guided product configuration, live pricing, approval workflows, and pipeline tracking — deployed in days, not months.
Most UK manufacturers still quote in spreadsheets and email. It works — until it doesn't.
Your senior estimator or MD is the only person who knows the real pricing logic. When they're out, quoting stops. When they leave, pricing knowledge walks out the door.
Customer sends an RFQ. It sits in an inbox. Someone builds a spreadsheet. It goes back and forth. By the time you send it, the customer's already talking to your competitor.
How many quotes are out there? What's the total value? What's your win rate? Most manufacturers can't answer these questions without manually counting spreadsheets.
You quoted nearly identical work six months ago. But nobody can find it, so your estimator starts over. Same effort, same time, zero leverage from past work.
CPQDash handles the full quoting workflow — from customer request to signed order. Configured around your products, your pricing, your approval rules.
Step-by-step configuration: material, thickness, tolerance, volume, secondary ops. Prevents impossible combinations. New sales staff quote accurately from day one.
Prices update in real time as you configure. Base cost, material multipliers, volume breaks, tooling charges, margins — all calculated instantly. No more guesswork.
Discount exceeds 15%? Routes to the director. Value over £25k? Needs a manager sign-off. Configurable thresholds that match how your business actually works.
Every quote tracked from Draft through to Won or Lost. See your total pipeline value, conversion rates, and which quotes need attention — all in one view.
Every morning, your dashboard tells you what needs attention: expiring quotes, pending approvals, overdue follow-ups, and pipeline health. No digging required.
Branded quote documents with full specifications, pricing breakdown, terms, and validity. Generated in seconds, not hours. Track when customers open them.
We don't sell you software and leave you to figure it out. We learn your business and configure CPQDash around it.
We study your products, materials, pricing logic, approval chains, and quoting workflow. No generic templates — we build from real understanding of how you work.
Your product catalogue, pricing rules, discount thresholds, and approval workflows are configured into CPQDash. Your branding, your terminology, your way of working.
Your team starts quoting through CPQDash. Pipeline visibility from day one. We stay alongside you for refinements — new products, pricing changes, workflow adjustments.
CPQDash doesn't just store quotes — it actively manages your pipeline with automated workflows that keep things moving.
Sales reps get an automatic email when their quotes are expiring within 48 hours. Never miss a follow-up window again.
Every Monday morning, the MD gets a summary: quotes sent, won, lost, conversion rate, top pending opportunities, and what's expiring this week.
When a quote exceeds discount or value thresholds, the right approver gets notified immediately with one-click approve or reject.
If a quote's been sitting with a customer for more than 5 business days with no response, the sales rep gets a reminder to follow up.
When a quote is marked won or lost, the sales rep is automatically prompted for the reason. Build your pricing intelligence over time.
Need a custom automation or module? Quote-to-order conversion, margin analysis, customer self-service portal — we build what you need.
Whether you're quoting in spreadsheets, outgrowing your current process, or just curious — we'd like to hear from you.