When every minute counts in sales, smooth processes are crucial. Many industrial companies therefore rely on digital workflows: They bring structure, speed and transparency to complex processes. With the new feature for collaborative offer creation in encoway CPQ, your offer workflow is now even faster, more flexible and more efficient.
Digital workflows as the backbone of efficient processes
Workflows define which work steps are carried out in which order in order to achieve a goal efficiently. They ensure that tasks are completed by the right people at the right time and that information is passed on smoothly. In sales, this means that offers are created, checked, approved and sent without unnecessary interruptions. A typical sales workflow includes the preparation of quotations by sales, the technical check by mechanical engineering, price optimisation and approval by department management, dispatch, incorporation of customer feedback and finally handover to production.
You can customise all of these processes in encoway CPQ: Roles, predefined work steps, approvals and editing rights can be edited to meet your company’s exact requirements.
What our customers achieve with digital workflows
Efficient quotation processes are standard practice for encoway customers. Well-structured, digital workflows have a noticeable effect here:
Why collaboration is a game changer for your quotation process
Coordination quickly becomes a challenge, especially with complex offers involving several parties. Sales, technical and commercial departments often work on the same offer one after the other – with long waiting times for approvals and a high coordination effort. This costs valuable time and, in the worst case, the order. While internal checks are still being carried out, the customer has already decided in favour of a faster competitor.
With the new function for collaborative offer creation in encoway CPQ, sales and specialist departments can now work on the same offer in real time. This is a decisive advantage, especially for complex projects or under time pressure.
Your advantages at a glance:
- Cross-departmental collaboration: Changes made by other users are displayed immediately
- Notes & approvals: Leave comments, approve specific changes
- Version history: Track edits, compare or restore old versions
- Status display: Clear visualisation of the current offer status
- Transparency: Clear overview of who works where in the offer
- Efficiency: Less coordination, faster processes, lower distribution costs
Discover now: Further Features in encoway CPQ Sales
Collaborative quotation generation is part of our CPQ Sales solution. Find out more about how encoway CPQ digitizes and accelerates your sales processes!