C.P.Q. System
We replaced a legacy Configure, Price, Quote system with a modern web portal that allows in-house sales consultants and distributors to accurately configure and price lifts, generate supply proposals, and track previous orders.
PROJECT DETAILS
Client
Vertical Engineering
Year
2025
Location
Brisbane, Australia
Deliverables
CPQ System, Web App, Product Configurator, Sales Tool, User Accounts and Permissions
Project Background
Vertical Engineering had been relying on an overseas SaaS CPQ system at significant expense and time-investment, to get only a portion of the functionality they needed. The system was limited, error-prone, and required extensive manual intervention.
Core Functionality
The CPQ system features an intuitive step-by-step configurator that guides users through the lift specification process. Starting with basic parameters like building height and usage type, the system progressively reveals relevant options while automatically filtering out incompatible configurations.
User Management & Permissions
The system implements a sophisticated role-based access control system that distinguishes between organisations and permissions. Users have access to full product catalogs with the ability to apply special pricing and create custom configurations.
Integration & Data Migration
One of the most challenging aspects was migrating decades of historical data from the legacy system. We built custom data transformation scripts that cleaned, validated, and imported over 4,000 historical quotes and customer records.
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