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CPQ Documentation

About CPQ
- Why Aqxolt CPQ?
Getting Started
- 1. Getting started with Aqxolt CPQ
Guideline for basic setup
Quotes using ‘Quote Console’
Quotes for Manager Approval
Contracts using DocuSign
- Send the Quotes to Customer to sign the Contracts using DocuSign
Order using Convert to Order
- Convert the accepted Quote into an Order using the ‘Convert to Order’ button:
Sync Quote and Orders records
Create Orders from EPoS
Create Sales or Advance Invoices
- Create Sales or Advance Invoices for the Orders
Payments
- Receive Payments using PayPal and Authorized.net
Documents
- Documents for Quotes, Orders, and Invoices
Product Catalogue

Product Configuration

Price books

Estimated reading: 1 minute 495 views

Price books: – Price books track the prices of products and services that your company offers to customers.

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