Setup Path

The fastest path to a live CPQ client.

Agnostic CPQ hosts the working application. The client gets an admin user, branded basics, assigned products, and a launch checklist without custom infrastructure work.

Hosted SaaS

What this path includes

This page gives prospects a clear path without exposing internal setup details or forcing automatic account creation.

1. Confirm plan and usersTracked through sales inquiry and client onboarding.
2. Collect billing or invoice approvalTracked through sales inquiry and client onboarding.
3. Create organization/accountTracked through sales inquiry and client onboarding.
4. Set branding basicsTracked through sales inquiry and client onboarding.
5. Assign products and pricingTracked through sales inquiry and client onboarding.
6. Invite first admin userTracked through sales inquiry and client onboarding.
7. Create first test quoteTracked through sales inquiry and client onboarding.

Start the commercial path

Hosted SaaS setup review

Tell us about your company and we will route the request into the correct onboarding path.

  • Hosted SaaS
  • White-label / subdomain
  • API / enterprise
  • Admin-assisted onboarding

This creates a sales inquiry first. Admins review payment, setup type, branding, and launch needs before activating a client.