CPQ Project Briefing Template

Need help presenting a CPQ solution to your management team?

Convincing leadership to invest in a new quoting solution can be challenging. Our presentation template provides a clear and professional framework for presenting the business case for Configure-Price-Quote (CPQ) software and securing the necessary support.

Use DealHub’s CPQ Project Briefing Template to clearly communicate the value, cost, and impact of implementing a CPQ solution.

What’s inside:

• A concise, customizable briefing deck that outlines the goals, scope, timeline, cost estimates, and next steps for implementing CPQ.
• Ready-made slides with sample benefits, functionality, and implementation details.
• A structured agenda to help you speak to the priorities of your leadership team.

Benefits:

• Save time preparing your management presentation.
• Ensure you cover all the critical talking points that drive buy-in.
• Clearly articulate the ROI of CPQ with sample benefits.
• Present your project in a polished, professional format.

Who should use it:

• Sales Operations Managers
• Revenue Operations Leaders
• IT / Digital Transformation Teams
• Anyone responsible for championing CPQ in their organization

Ready to get started?

Access the CPQ Project Briefing Template and make your case for CPQ confidently.

This template is provided by DealHub to help you communicate the facts about your need for a CPQ (Configure, Price, Quote) sales quoting solution and how it can be implemented in your organization.

The template is not a comprehensive project plan, but rather a concise briefing that outlines the essential points you’ll need to present.

We wish you a successful implementation!

Implement a sales quoting solution into the sales process.

Benefits it will provide:

• Key benefit 1
• Key benefit 2
• Key benefit 3

New functionality it will enable:

• New functionality 1
• New functionality 2
• New functionality 3

Sample benefits and functionality:

• Accelerate deal cycles with guided selling – Help sales reps quickly identify the right products, configurations, and pricing.
• Improve customer experience – Deliver accurate, personalized quotes faster, improving buyer confidence.
• Enhance cross-sell and upsell opportunities – Built-in recommendations help increase deal size and revenue.
• Centralize product and pricing updates – Ensure all sales channels work from a single source of truth.
• Reduce administrative overhead – Automate manual tasks so reps spend more time selling.
• Increase quote-to-close rate – Shorter cycles and error-free proposals lead to higher win rates.
• Ensure compliance with pricing and contract policies – Reduce risk with controlled approvals and audit trails.
• Support complex pricing models (subscriptions, bundles, usage) – Flexibility for evolving business models.
• Seamless integration with ERP, billing, and e-signature tools – Streamlined quote-to-cash process.
• Scale sales operations globally – Manage multiple currencies, languages, and tax jurisdictions.
• Integrate sales quotes into CRM – Give sales teams direct access to quoting from the tools they already use.
• Automatically generate consistent, professional-looking sales proposals – Ensure brand consistency and professionalism across all quotes.
• Reduce quoting errors and order rejections – Minimize configuration and pricing mistakes that delay deals.
• Collect and analyze sales quoting analytics – Improve forecasting and identify opportunities to optimize the sales process.
• Enable channel partners to create accurate quotes independently – Provide tools and gather insights into partner sales activity.

Map sales configuration logic to CPQ’s Guided Selling process for:

• Direct sales teams
• Channel partners
• Special requirements – e.g., vertical markets, geographies

Implement pricing structure/price lists for:

• Direct sales
• Channel partners (per level)
• Geographic factors

Integration with internal systems:

• CRM
• Other (include other systems like Billing and ERP, if needed)

Standardize proposal documents

Implement approval process and set up workflows

Timeline Dependencies

• Scheduling of “sales knowledge” sources (sales/pre-sales) to prepare requirements
• Mapping of sales knowledge into the CPQ’s guided selling process
• Changes to pricing structure/CRM changes coinciding with implementation of the CPQ sales quoting solution
• Scheduling of User Acceptance Testing (sales reps)
• Scheduling of training for Sales operations
• Scheduling of training for sales teams and sales leaders
• End-of-quarter sales pressures
• Other projects that might impact the CPQ project

• Assumption 1
• Assumption 2
• Assumption 3
• Assumption 4
• Assumption 5

• Next Step 1
• Next Step 2
• Next Step 3
• Next Step 4
• Next Step 5

DealHub delivers a complete quote-to-revenue platform purpose-built to accelerate sales and drive predictable growth. Our flexible, no-code solution empowers enterprise and mid-market teams to streamline the entire revenue process—from configuration and pricing to contract management, billing, and renewals.

With DealHub CPQ at its core, revenue teams can build custom workflows, adapt quickly to changing business needs, and maintain full control over the sales process. It’s intuitive for users, easy to implement, and seamlessly connects sales, legal, finance, and operations.

DealHub’s unified platform brings consistency to every deal interaction. Digital DealRooms centralize buyer and seller communications, making collaboration easier, faster, and more transparent throughout the deal cycle.

Backed by a guided Sales Playbook and fully integrated CPQ, CLM, Billing, and Subscription Management tools, DealHub enables your team to:

• Generate accurate, real-time quotes
• Accelerate contract approvals
• Deliver personalized, relevant content
• Simplify billing and subscription workflows
• Close bigger, more complex deals, faster

Integrating with leading CRMs (Salesforce, Microsoft Dynamics, HubSpot, and Freshworks) and trusted by revenue experts such as WalkMe, Gong, Drift, Hopin, SpotOn, Sendoso, and Braze, DealHub ensures faster time to value.

One platform. One source of truth. One seamless revenue motion. That’s the power of DealHub.