Common User Stories for B2B CPQ

When developing new products and solutions for others its always good to have some kind of description on what the intended users might want to do with the solution. A good way to handle this is to create a list of numbered User Stories that can be referenced and used for discussion throughout the project.

We have collected a few common user stories here that apply for online configurable products where the users should be able to customize and request quotation themselves without prior knowledge of the product.

Strategies for Automated Quotations in B2B CPQ

For business-to-business (B2B) sales processes that revolve around customizable products and different type of unique quotation/order information (blueprints, 3D-files, charts, quotation documents, etc) there are some proven ways to design the workflow when the customer should do the work themselves through digital sales channels.