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Advanced quotes and CPQ : How would you manage price lists in Sugar?

Damien Pochon

Dear Sugar Lovers,

Sugar's product catalog has evolved in recent versions but one of my prospects would like to manage product prices with more granularity. 

They currently use SageCRM to define several pricelists : base price per region, price per customer. 

In order to improve the sales workflow, they would like to create and configure opportunities/quotes in Sugar, not in Sage. So they need to have pricelists in Sugar quotes. 

How would you approach that? 

Without going for a full-fledged CPQ platform (which are generally overpriced for small to mid size projects) I was thinking about creating 1 to 2 new objects :

  1. At least a price book entry : base product, specific price, relationship with the customer
  2. Potentially a price book : list of products, validity dates (and maybe conditions), relationship with the customer that would replace the relationship on the pricebook entry

In the quote I would get the price corresponding to the customer. 

I'm not reinventing the wheel: this is how prices are implemented in other CRM solutions on the market. What bothers me is that this will most certainly require development.

Has anyone implemented this type of feature? Any hints? 

Thanks in advance:)

Damien Pochon

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    Hello Damien,

    I hope you are doing great.

    I know that you were not interested in CPQ solution that should be couple with Sugar but I am :-).

    So I want to know if you or anybody else has an experience with a good CPQ solution that could be easily integrated with Sugar, in order to providea powerful quotation solution with advanced pricing behavior (customer price list based on volume, total price, global discount etc.).

    Many thanks for your feedback,

    Fred

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    Hello Damien,

    I hope you are doing great.

    I know that you were not interested in CPQ solution that should be couple with Sugar but I am :-).

    So I want to know if you or anybody else has an experience with a good CPQ solution that could be easily integrated with Sugar, in order to providea powerful quotation solution with advanced pricing behavior (customer price list based on volume, total price, global discount etc.).

    Many thanks for your feedback,

    Fred

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