Automate Quote Sending to Complete the CPQ Process and Speed Up Deals
Your quoting system handles pricing and approvals—but the final step of sending the quote is still manual, error-prone, and inconsistent. CPQ-integrated quote delivery automates the send, ensures the right recipients and message, logs everything to CRM, and preserves deal velocity and data hygiene.
Why Manual Quote Delivery Breaks Your CPQ Workflow
You’ve streamlined pricing, approvals, and quote generation.
But when it’s time to send the quote, reps are stuck with:
- Manually downloading the PDF
- Guessing which stakeholders to include
- Copy-pasting old or outdated email templates
- Forgetting to CC legal or finance
- Failing to log the activity in CRM
And that last mile?
It slows down deal cycles, creates compliance risk, and makes your CRM unreliable.
The Root Cause: Quote Sending Is Still Based on Tribal Knowledge
Even in automated CPQ environments, quote delivery often looks like this:
- Reps send quotes from Gmail or Outlook
- Email content and recipients vary by rep
- Key internal stakeholders are accidentally left out
- Sent quotes aren’t tracked or attached to opportunities
- Nobody knows if the quote was delivered, opened, or ignored
Without standardization, you lose control at the most critical point of the sales cycle.
The Fix: CPQ-Integrated Quote Sending That Closes the Loop
Modern CPQ platforms include native quote delivery functionality that:
- Uses a guided wizard to auto-select the right contacts from CRM
- Auto-CCs internal teams like finance, legal, and CS
- Applies approved email templates tailored to deal type or industry
- Logs the quote to CRM automatically with a timestamp
- Tracks buyer engagement (opens, clicks, views) for visibility
Now quote delivery becomes a structured, consistent, and auditable step in your process.
What RevOps Gains from Automated Quote Delivery
- Cleaner CRM and pipeline data with every quote logged
- Fewer errors and resend requests due to misdirected quotes
- More predictable deal timelines from quote to negotiation
- Stronger internal coordination with finance and legal always looped in
- Higher process compliance across the sales org
You’ve already automated quoting logic.
It’s time to automate the quote send, too.
Comparison: Manual vs CPQ-Integrated Quote Sending
Process Step | Manual Quote Delivery | CPQ-Integrated Quote Sending |
Contact Selection | Rep guesses from memory | Pulled from CRM with a guided wizard |
Internal CCs | Manually added (or forgotten) | Auto-included based on rules |
Email Messaging | Custom or inconsistent | Pre-approved templates per deal type |
Quote Logging | Often skipped | Automatically logged to opportunity |
Visibility & Tracking | None | Engagement tracked (opens, clicks) |
Deal Velocity Impact | Slowed by admin and errors | Faster handoff and follow-up readiness |
Frequently Asked Questions (FAQs)
What is CPQ-integrated quote delivery?
It’s a feature in your CPQ system that automates quote emailing, contact selection, logging, and tracking—so no step is missed.
Why is manual quote delivery risky?
It creates inconsistencies, introduces errors, and leaves gaps in CRM data, impacting pipeline accuracy and customer experience.
How does automation improve the buyer experience?
It ensures the right contacts receive the right quote with consistent messaging, speeding up response time and reducing confusion.
Does this help RevOps and Finance teams too?
Yes. Internal stakeholders are always looped in, and quotes are properly logged for audit, compliance, and workflow triggers.
Can this reduce admin for reps?
Absolutely. Reps no longer need to guess contact lists or write manual emails—everything is pre-built and streamlined.
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