Best first client path
Starter / Pilot
For companies that want a controlled first launch with admin-assisted onboarding.
- Hosted setup
- Core quote flow
- Basic branding
- Admin-assisted launch checklist
Pricing & Plans
Early customers should be reviewed before activation so billing, branding, and tenant setup are correct from day one.
Best first client path
For companies that want a controlled first launch with admin-assisted onboarding.
Main SaaS package
For teams ready to run quoting, customer review, approval, and production handoff in one system.
Branded customer front door
For companies that want their own branded login, portal, and customer-facing quote experience.
Integration path
For teams connecting CPQ logic to portals, ERP workflows, or dealer systems.
Compare paths
| Plan | Best for | Setup | Commercial note |
|---|---|---|---|
| Starter / Pilot | First customer, proof of process, or one product line. | Admin-assisted hosted setup | Pilot pricing |
| Professional | Manufacturers, distributors, and dealers that quote daily. | Hosted SaaS with production workflow | Subscription + setup |
| White-Label / Subdomain | Dealer networks, distributors, and branded customer portals. | Subdomain, branding, and launch checklist | Scoped proposal |
| API / Enterprise | Teams that need CPQ to connect into existing systems. | Integration planning, API access, and test/live control | Enterprise pricing |
Most CPQ clients need some implementation work. A controlled review prevents the client from paying for the wrong package or creating an account before the setup path is clear.