Deal Hub CPQ · Quote engagement
Keep the conversation close to the quote.
Give your team a shared view of the offer and the customer’s responses. Keep follow-up grounded in the proposal rather than scattered across versions and email threads.
See what the buyer did with your quote.
Mondrio logs when the quote was sent, opened and shared inside the buyer's company, and when a question came in, then suggests a reply from the quote. You decide how to follow up. Activity gives context, it does not prove intent.
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Suggested reply: share the payment schedule block and the approved terms, straight from the quote.
Reply from the quoteActivity adds context for follow-up. It does not prove intent.
Give the buyer and your team the same view.
The buyer sees the same quote your team sees, with the question they posted attached. Everyone works from one version of the offer.
Illustrative product workflow · sample data
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Turn the question into a next step.
The buyer asks for quarterly billing. Your team pulls in Finance on the quote, and Finance approves quarterly at +2%. You decide the terms and reply from the same place.
Buyer asks for quarterly billing on the payment schedule.
@Finance, can we offer quarterly at +2%?
Illustrative product workflow · sample data
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A few useful answers
Before you get started.
Does opening a quote mean the customer intends to buy?
No. Engagement is context for follow-up, not proof of intent. Customer questions, stated priorities and the commercial conversation remain important to interpreting the opportunity.
Who leads the work?
Led by Mondrio’s on-demand experts or your team. We’re always there to ramp up where needed. We agree the scope and responsibilities around the question you want to solve.
See Deal Hub CPQ on your own pricing.
Bring your price list, leave with the first moves.