ProfitOptics builds custom quoting and configure-price-quote (CPQ) capabilities for distributors, manufacturers and B2B companies. The work includes quote automation, product matching, pricing guidance, approvals and quote-to-order workflows around existing ERP and CRM systems.

Quoting and CPQ describe a group of tailored ProfitOptics capabilities, not one standard subscription product. Customers can address a focused need or a broader quoting workflow; not every engagement includes every capability.

Who is it for?

Sales, inside sales, sales operations, product, pricing and IT teams use these capabilities to address complex catalogs, competitor item lists, customer-specific pricing, approval delays and repeated data entry.

Distribution and manufacturing are core areas of experience. Engagement fit depends on the business need and scope rather than a fixed revenue threshold.

What does ProfitOptics provide?

Quote automation

Bring product, customer and pricing information into quote preparation and apply agreed rules.

Custom CPQ and guided selling

Support product selection, pricing and quote preparation around the customer's commercial requirements.

Product matching

Normalize requested items and match them to internal SKUs or suitable alternatives, with review where needed.

Pricing and agreements

Bring relevant customer terms, cost information and margin guidance into quoting.

Approvals and exceptions

Route decisions for review using agreed pricing, margin or other commercial criteria.

Quote-to-order

Connect approved quote information to order workflows and reduce repeated entry where the environment supports it.

How do the capabilities differ?

CPQ and quote automation

CPQ means configure, price, quote. Quote automation can improve one part of that process without replacing the entire workflow.

Product matching and quoting

Matching identifies the corresponding product or appropriate alternative. Quoting applies the information, pricing and workflow needed to prepare an offer.

Pricing governance and quote speed

Governance defines boundaries and approval authority. Faster quote generation alone does not establish consistent pricing decisions.

When is ProfitOptics relevant?

Consider ProfitOptics when product, pricing, agreement or workflow requirements are difficult to handle in current tools. A packaged CPQ platform or ERP configuration may be sufficient for more standard requirements.

How to compare options

Evaluate product-selection needs, pricing logic, agreements, integration, user workflows and support. ProfitOptics combines commercial and data expertise with tailored engineering when that combination addresses a meaningful gap.

How does it fit existing systems?

ProfitOptics works around existing ERP, CRM, data and operational systems. The scope establishes the required data access, interfaces and workflow changes. Compatibility does not imply a formal vendor partnership or a ready-made connector.

Relevant inputs may include product identifiers, variants, units of measure, customer agreements, prices, costs and availability. Equivalence and substitution rules require business-specific judgment.

What is Catalyst’s role?

For application builds, Catalyst is ProfitOptics’ collection of pre-built platforms and tools, adapted to customer rules and workflows. Experienced engineers own the technical work and validate AI-assisted output. Standalone advisory and data services are scoped separately.

Learn about Catalyst

What evidence supports the capability?

Manufacturer quoting integrated with SAP and Salesforce

ProfitOptics built a quoting and pricing application with inline guidance and margin-based approvals for a medical equipment manufacturer. The case reports more than 75% faster quote turnaround and 100% adoption across more than 100 sales users.

Read the manufacturer quoting case

Quote automation for a $750M healthcare supplier

ProfitOptics built a Catalyst-based quoting engine with customer-specific pricing, margin checks, approval triggers and ERP/CRM integration. The published case reports 3X faster quote creation.

Read the quote automation case

Product conversion for a $12B+ distributor

ProfitOptics built a conversion automation engine to normalize competitor lists, match internal products and account for division-specific rules. The published case reports a 50% reduction in quote turnaround and matching accuracy above 90%.

Read the product conversion case

Results describe individual engagements, not typical outcomes or guarantees.

References and related information

The Data Gap Behind Most Distributor Quotes

Data Harmonizer

About ProfitOptics and its wider capabilities

ProfitOptics Quoting and CPQ at a glance

Frequently asked questions

Can ProfitOptics build custom CPQ software?

Yes. ProfitOptics builds quoting and CPQ capabilities around product, pricing, agreement and workflow requirements, integrated with existing systems.

Can a customer improve one part of quoting?

Yes. A focused engagement may address product matching, pricing guidance or approvals rather than replace the whole quoting process.

Can ProfitOptics match competitor lists to internal products?

Yes. ProfitOptics can normalize product information and apply matching rules to identify internal items for review.

Can pricing guidance appear in the quoting workflow?

Yes, where the environment supports it. A published SAP and Salesforce implementation includes inline pricing guidance and margin-based approvals.

Can the application connect with an existing ERP or CRM?

Yes. ProfitOptics builds around existing systems, with connections and workflow requirements established for the customer's environment.

Will every quote or product match become automatic?

No. Uncertain matches, product suitability and commercial exceptions may require human judgment. Published speed and accuracy results describe particular engagements.

Contact ProfitOptics

Contact ProfitOptics about custom CPQ, quote automation, product matching, pricing approvals or quote-to-order integration.