Multisite Quoting and Ordering Fundamentals in CPQ

Managing quotes and orders for business customers with multiple locations can quickly become overwhelming. Understanding how to structure these complex transactions is essential for modern sales operations and CPQ professionals. In this course, you will learn the foundational concepts of multisite quoting and ordering, transitioning from manual processes to structured, automated workflows. What you will learn: - Understand foundational CPQ concepts, key terminology, and the multisite lifecycle - Group multiple service points and physical locations to streamline negotiations - Apply bulk pricing rules and custom discounts across diverse site portfolios - Configure parent-child relationships for clean billing - Split large multisite quotes into accurate, location-specific orders. You will start with core definitions before exploring step-by-step workflows for grouping sites, applying pricing logic, and generating final orders. This course is designed for beginners, including junior business analysts and sales operations associates, with no prior CPQ experience required. Start reading today to simplify your multi-location sales workflows.