A custom CPQ that broke on multi-year and ramped deals, rebuilt on a document platform

The problem

The play

1. 1
   Quote-to-cash rebuilt across every quote type

   Rebuilt quoting in the document platform integrated with the CRM, guided selling, product-based contract limits, and multi-year, ramp and proration logic, across new business, renewal, expansion, pilot and partner quote types, so the five paths share one engine instead of five sets of drift.

2. 2
   Fixing the discount math at the root

   Corrected the pro-rated discount formula so the baseline derives from the contract's actual term rather than a fixed one-year assumption, auto-scaling to any one-to-five-year contract instead of being patched per deal.

3. 3
   A consumption-priced product line configured end to end

   Configured the new consumption-priced product line, both its usage packs and its platform tiers, across every quoting workflow, so reps could quote it through the configured path rather than sending manual paperwork.

4. 4
   Admin training and handover to the in-house team

   Delivered CPQ admin training to the sales team and to the customer's own revenue-operations team, who now make quoting workflow changes themselves.

What it moved

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