Where Quoting Starts to Break Down
Underpriced jobs
Costs are incomplete when the quote is created.
Uncontrolled discounts
Margin drops without the right approval.
Slow estimates
Department inputs take days to reach sales.
Approval bottlenecks
Quotes wait for reviewers before moving forward.
Manual proposals
Pricing and commercial details are assembled repeatedly.
Complex configurations
Sales teams struggle to determine the right combination of products, options, components, and services.
Fragmented costing
Engineering, Procurement, Manufacturing, Installation and Services maintain cost inputs outside the sales process.
Limited margin visibility
Sales can change discounts without immediately understanding the impact on profitability.
Spreadsheet driven estimation
Project effort, resources, products, and expenses are estimated manually.
Disconnected commercial processes
Configuration, estimation, approval, and quotation happen in separate systems or conversations.
Limited management visibility
Sales leaders lack one view of pipelines, quotes, estimates, margins and approval status.
Microsoft Dynamics CPQ moves configuration, costing, estimation, and approval into the system where the opportunity already lives. Products are configured against defined attributes. Prices come from controlled price lists. Departments contribute estimates directly to the opportunity record. Approvals route automatically against amount or discount thresholds. The outcome is a Dynamics CPQ process where cost, price, margin, and approval stay tied to the opportunity, so sales see the real commercial picture before the quote reaches the customer.
Control Pricing, Costs, and Margins Across Every Quote
DynaTech CPQ brings price, cost, discounts, tax, and shipping together so sales teams can see what each quote means for the bottom line.
Price Lists provide the foundation for sales and cost calculations across quotes, estimates, and projects, including multi-currency pricing. Cost & Margin Tools let teams adjust discounts across all products, selected products, or individual products, with margin values recalculated as pricing changes.
For Project Estimates, the same visibility extends across Tasks, Products, and Expenses. This keeps the link between configuration, price, cost, discount, and margin clear before the commercial quote goes to the customer.
Real-Time Discount vs. Margin Analysis: Sales teams can adjust discounts across the entire quote, selected products or individual products while immediately seeing the impact on margin. This allows commercial teams to negotiate with visibility rather than relying on manual calculations.
Tax & Shipping Analysis: Adjust tax and shipping values at quote level, product level or selected products while automatically recalculating the commercial summary.
