Complex pricing streamlined with CPQ + NetSuite + DocuSign

The challenge

Complex configurations and pricing structures making it hard to quote accurately. Time-consuming manual processes. Difficulties in document signing causing delays.

System complexity

This $100M+ real estate data platform company had diverse products requiring tailored quotes with intricate pricing structures — similar to ATTOM Data's complexity but with different product attributes. The manual quoting process was time-consuming and error-prone, and document signing workflows (delays, tracking, compliance) created additional bottlenecks.

The solution required integrating CPQ with Breadwinner NetSuite for product catalog synchronization and pricing data, and DocuSign for seamless contract execution with real-time tracking and compliance assurance.

What we built

• CPQ for dynamic configurations, pricing, proposal generation
• Integrated Breadwinner NetSuite for product catalog sync and pricing data
• DocuSign integration for seamless signing and real-time tracking

The outcome

• Automated quoting with enhanced accuracy
• Faster deal closures and improved satisfaction
• Accelerated contract execution with compliance assurance

Technologies: Sales Cloud, CPQ, NetSuite, DocuSign