Control how
infrastructure deals are priced,
approved and won
Quoting & CPQ is the commercial intelligence layer that governs every deal — enforcing pricing rules, routing approvals, versioning every quote, and giving leadership full visibility into pipeline health and win/loss performance
100% Pricing Governance
No quote leaves the system without pricing validation
Intelligence
Risk flagging and margin review on every submission
Audit Trail
Version history on every quote — audit trail always intact
Live Analytics
Win/loss insights and deal visibility in real time.
Solution Builder builds it. Quoting & CPQ governs it.
Solution Builder
The sales rep's interface — drag services from catalog, configure bundles, set quantities. Fast, intuitive, AI-guided.
- → Browse & configure services
- → AI bundle recommendations
- → Build the proposal
feeds into
Quoting & CPQ
The commercial intelligence layer — pricing enforcement, approval routing, versioning, win/loss tracking. Built for RevOps and leadership.
- → Pricing rules & margin enforcement
- → Approval workflow engine
- → Versioning, pipeline, analytics
Every quote checked against every rule. Automatically.
Pricing rules defined in the catalog flow directly into CPQ — no separate configuration, no drift. Every quote is automatically checked before it enters the approval queue, so approvers review context, not surprises.
- Margin floor checks per SKU — any breach flagged inline before submission
- Volume discount caps enforced — no rep can exceed configured limits without override
- Term incentive rules applied automatically based on contract length
- AI cross-checks all line items against historical deal data before routing
- Override allowed with explicit reason — logged for audit and review
Configure once. Routes forever.
Build approval chains by deal value, discount depth, customer tier, or service type. Once configured, every qualifying quote routes automatically — no manual assignment, no email chains, no chasing approvers.
- Rule-based routing: value thresholds, discount %, or customer tier
- Sequential or parallel approval stages
- Auto-escalation if approver is non-responsive after configured window
- Full immutable audit trail — every decision, every version
- Email and Slack notifications on submission, approval, and rejection
Every change tracked. Every version recoverable.
Quotes go through multiple rounds of revision before they close. Yutanix tracks every version automatically — what changed, who changed it, when, and why. You can view or restore any previous version instantly.
- Auto-versioned on every save — no manual version naming
- Diff view between any two versions — see exactly what changed
- Restore any previous version with one click
- Approval chains reset automatically when a new version is submitted
- Customer-facing PDF always generated from the current approved version
Finally know why you're winning and losing.
Every closed quote — won or lost — feeds into the analytics engine. Over time, Yutanix builds a clear picture of your close rates, deal velocity, loss reasons, and which service types and customer profiles convert best.
- Win rate, average deal size, and cycle time tracked automatically
- Loss reason capture on every closed-lost quote
- Service-type and customer-tier win rate breakdowns
- Rep-level performance visibility for sales leadership
- AI pattern detection — surfaces what distinguishes won deals from lost
Everything in Quoting & CPQ.
Built for sales leadership, RevOps, and finance — not just the rep in the field.
Pricing Rule Enforcement
Every quote automatically checked against margin floors, volume caps, and term incentive rules before entering the approval queue.
Configurable Approval Chains
Sequential or parallel approval stages with rule-based routing by deal value, discount threshold, or customer tier.
Quote Versioning & Diff View
Auto-versioned on every save. Compare any two versions side-by-side. Restore any version instantly with full audit trail.
AI Risk Flagging ✦ AI
AI checks margin, discount patterns, missing lines, and cross-sell opportunities on every quote before it reaches an approver.
Win/Loss Analytics
Win rate, deal size, cycle time, and loss reasons tracked automatically. AI surfaces patterns across service types and customer profiles.
Full Audit Trail
Every approval, revision, override, and decision logged with timestamp and author. Immutable — can't be edited after the fact.
Quote Pipeline View
Full pipeline visibility for sales leadership — all open quotes, stages, values, margins, and AI flags in a single view.
Auto-Escalation
If an approver doesn't act within your configured window, the quote auto-escalates to the next stage. No deals stuck waiting.
1-Click Contract Generation
Approved quotes become branded service order forms and contracts instantly — pre-filled from the approved version.
CPQ sits between Catalog and Delivery.
Pricing rules come from Catalog, quotes are built in Solution Builder, CPQ governs approval and versioning, and signed orders trigger Delivery.
Commercial control for
infrastructure sales
Pricing enforcement, approval workflows, and pipeline analytics operate as one system — governing every infrastructure quote from creation to close.