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

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

Ram Kumar LK — Fri, 03 Dec 2021 09:58:49 GMT

Hello Damien,

We are currently releasing the CPQ functionality built on top of SugarCRM .

This handles Discount Policies, Configurable Products as the features.

Currently our website does not reflect this CPQ Add On as we are planning to release this by Dec 15th. However i can share the information if you want to have a look at .

Let me know.

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

Frédéric Rinaldi — Fri, 03 Dec 2021 08:06:00 GMT

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

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

Ram Kumar LK — Fri, 30 Jul 2021 02:31:52 GMT

We have implemented CPQ functionality for some of our customers.

Implementing individual pricebooks for regions and customers may be bit difficult but doable.

Let me know how the solution comes out.

With Warm Regards

Ram Kumar LK

www.bhea.com

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

André Lopes — Tue, 20 Jul 2021 13:59:30 GMT

Hi Damien Pochon

We have implemented such a feature for several customers. In those cases they asked for very specific rules, but at a higher level, the provided solution is based on variables and configuration which can be turned on or off depending on economical or strategical scenario.

We are talking about:

a couple of custom modules related to Product Templates, Product Categories and Accounts
scheduled jobs which will calculate the priority of customer based on historical relationship
configuration layouts for managing variables and settings
custom endpoints for retrieving pricing policies according to customer, product template, quantity and product category
customization in the views and layouts of Product Bundles in order to properly invoke the custom endpoits accordingly

Let me know if you would like to schedule a conf for discussing such a solution.

Regards