💷Module 5

CPQ, Pricing & CLM

Commercial Configuration Engine

The vendor-neutral engine room of commercial configuration: how a product catalog becomes a priced, approvable, margin-aware, contractable quote — catalog and bundling mechanics, matrix pricing, discounting and multi-currency, margin modeling, and contract lifecycle.

Sections

5.1

CPQ in the Lead-to-Cash Stack

What CPQ owns versus CRM, the product catalog, COM, and billing; the configure-price-quote loop; and where the source-of-record boundaries sit.

16 min

5.2

Commercial Catalog & Bundling Mechanics

Product Offering versus Product Specification, parent-child structures, bundling mechanics, and technical dependency mapping — and why a commercial catalog needs runtime consumers.

18 min

5.3

Matrix Pricing & Rule Authoring

Dynamic and matrix pricing rules, volume tiers, and rule precedence — and how pricing logic that outlives its authors becomes unmaintainable rule sprawl.

18 min

5.4

Discounting, Multi-Currency & Subscription Metrics

High-volume discount logic, approval thresholds, multi-currency layers, and recurring/usage billing metrics — and where the truth for each lives.

16 min

5.5

Margin & Cost-Control Modeling

Real-time margin calculation, integrated third-party and wholesale cost inputs, and deal-desk guardrails — and why margin modeling cannot fix bad upstream cost data.

16 min

5.6

CLM & Contract Lifecycle

Quote to contract to amendment to renewal, the CLM-versus-CPQ ownership split, and where obligation and entitlement truth lives.

15 min

5.7

Simulate Quote to Contract

Interactive walkthrough of one 40-site enterprise quote: catalog bundle, matrix pricing, cost and margin, deal-desk approval, contract in CLM and the priced order.

5 min