CPQ Deal Builder — Configure, Price & Quote With Confidence

Buyer-facing quote draft — Q-001 v1

Status: draft pending manager approval and completion of terms. Configuration includes Core service and Support add-on; the supplied dependency is satisfied because Core is included. Pricing below proposes the permitted 10% recurring discount but does not imply approval.

Recurring total: $1,080/month. Proposed 12-month recurring value: $12,960. One-time setup: $500. Proposed total before tax: $13,460. Tax and billing schedule are not determined. Delivery date, payment conditions and legal terms require review. Do not treat this draft as an accepted or binding offer.

Internal deal-desk view — keep separate from buyer output

List recurring value: ($1,000 + $200) × 12 = $14,400. Recurring discount: $1,440, exactly 10%. Setup is excluded from discount as required. List total including setup: $14,900.

Supplied recurring cost: ($400 + $80) × 12 = $5,760. Setup cost: $200. Total supplied cost: $5,960. Proposed contribution before other unprovided costs: $13,460 − $5,960 = $7,500, or approximately 55.7% of proposed net value. This is not validated profitability and excludes any costs not supplied.

Approval and validation checklist

Manager approval remains pending. Confirm price-book version/effective date, buyer quantities, scope, currency, contract term, tax treatment, billing schedule, capacity and delivery. Record the discount reason and approver evidence; no threshold override is inferred. Verify costs are complete before relying on margin. Keep costs and floors out of customer material unless explicitly authorized.

Portable deal state

Quote ID Q-001; version v1; currency supplied as dollars, exact currency code unconfirmed; configuration Core + Support + setup; dependency valid from supplied rules; discount 10% recurring only; approval pending; tax unknown; capacity unknown; quote unsent.

No CRM/CPQ record was changed, quote sent, signature requested or approval granted.