Configure Price Quote (CPQ)

CPQ software that executes the quote— not just records it.

Complex products, configured valid, priced right, quoted in minutes — from a described need, not a hundred clicks. Built for make-, assemble-, configure-, and engineer-to-order manufacturers, and any business whose offers carry rules and dependencies.

  1. You describe the deal — in plain language.
  2. Genesis resolves the configuration and the pricing.
  3. A configured, priced, valid quote — ready for approval.
From business problem to finished quoteDescribe the situation; get back a configured, priced, valid quote.
Rules your team changesPricing and configuration policy updated in plain language. No IT ticket.
Guided or conversationalStructure when your rep wants it; plain description when they don’t.
One system, quote to invoiceWhat was quoted is what gets contracted and billed.

The problem

You know this quote. It took four days, three people, and it’s still wrong.

Configuration lives in two experts’ heads. Pricing lives in a spreadsheet with a version problem. Classic CPQ just moved the clicking into nicer screens.

Anyone can quote SKU X at 15% off. Watch what happens with a real problem.

The request

40-station assembly line. Mixed voltage across the plant. Needs to run by Q3.

What comes back

The voltage constraint caught, the compatible controllers selected, the line sized and priced — a valid quote, out of the box.

Other stacks get there too — after your team models the reasoning, builds the qualification logic, and maintains it.

What the CPQ does

Genesis does the work. You approve it.

Configuration on rails

Product rules, compatibilities, and constraints live in the engine — it cannot produce a configuration you can’t build or a price you can’t honor.

Pricing that holds

List, tiered, contracted, and negotiated pricing resolved from one source — no re-keying, no drift between the quote, the contract, and the invoice.

Price change Monday, live Monday

Pricing and discount policy described in plain language, reviewed, approved, applied to live rules. No release cycle between the decision and the field.

The quote document, generated

Branded, accurate, and traceable to the pricing it came from.

The CPQ is the surface. The engine is the point.

The engine that validates your configuration is the same one that runs your contracts, billing, and storefront — so a Genesis quote doesn’t drift on its way to becoming revenue. Start with CPQ; the rest is already under it.

Trusted by teams that run on it

2008Operating since
50,000+Users
G2 Best Meets RequirementsG2 High PerformerG2 Easiest To Use - Mid-Market

Frequently asked questions

Classic CPQ records the quote your team builds click by click. Genesis builds it — you describe the need, it configures, prices, and returns a valid quote out of the box.

Yes. Pricing, discounting, and configuration policy are described in plain language, reviewed by a person, and applied to live rules — no release cycle.

Yes — options with dependencies, exclusions, and prerequisites, priced as the configuration changes. If your buyers need CAD-rendered configuration to purchase, we’re not your platform.

No. It runs on Salesforce as an overlay — your CRM and data stay where they are, and Genesis executes the quoting on top.

Weeks, not months. Most engagements start with one product line — the one whose quotes hurt most — and expand once it’s proven.

The quote you intend is the quote you execute.

One expensive quoting pain. Live in weeks. Expand when it’s proven.