The Cockpit
ControlA calm workspace to evolve pricing safely: configure rules, test changes, and approve exceptions — without chaos.
Product
A simple solution to a complex problem.
Automation and verification safeguard your CPQ — without slowing your teams down. ChatCPQ is one product with two sides: control for CPQ owners and finance, and flow for sales.
For the board & CFO
Predictable outcomes are non-negotiable. ChatCPQ is designed so every quote is deterministic,
reproducible, and verifiable — not just at approval time, but months or years later. Pricing logic,
discounts, and exceptions are enforced by the engine and traceable back to their source. This makes
revenue defensible, audits straightforward, and growth safer as volume and complexity increase.
For CPQ owners
CPQ ownership is a constant balance between speed and safety. Every change carries risk, every exception
raises questions, and every sales escalation lands on your desk. ChatCPQ removes that pressure: logic is
deterministic, changes are testable before release, and approvals are explicit — not implied. You can evolve
your CPQ confidently, knowing outcomes are verified and reversible.
For sales
Sales works best when the conversation flows. ChatCPQ removes friction from quoting so you can stay focused
on the customer. Describe what you need in plain language, generate accurate quotes instantly, and send them
while momentum is still there. No rule screens, no configuration gymnastics — just a clean experience on phone,
tablet, or desktop.
What you’ll find on this page:
The trade-off
Architecture
Deterministic verification
Quote Canvas
Capability map
The broken trade-off
Most CPQ systems force a choice: go fast and lose control, or lock down control and lose sales momentum. That trade-off is avoidable — but only if conversation and computation are separated, and verification is built-in.
Speed without safety fails
When quoting is fast but ungoverned, exceptions pile up, approvals happen late, and finance gets surprised. You don’t discover the risk until revenue is already booked.
Safety without speed fails
When quoting is governed but heavy, sales avoids the tool. Deals move to spreadsheets, side channels, and “special cases” — which destroys the very control you were trying to enforce.
AI assists. The engine decides.
A clean separation between conversation and computation — so AI can help without inventing prices.
Conversation
Chat captures intent and guides the workflow — fast for humans, structured for systems.
Deterministic engine
Rules, pricing, and approvals are computed deterministically. Same inputs → same quote.
Verification
Automation validates outcomes before sending. Every number remains explainable and traceable.
Two sides. One system.
Control for CPQ owners and finance. Flow for the sales team.
Flow App
SalesA sales-first quoting experience on phone, tablet, and desktop: chat to intent, generate, review, and send — in flow.
North Star foundation
Ingest → structure → normalize → compute → trace. The system is built to be provable, not just plausible.
- Ingest pricebooks, terms, and documents.
- Structure information into nodes with provenance.
- Normalize into a canonical model (stable, testable).
- Compute quotes deterministically (repeatable outputs).
- Trace every number back to evidence.
Built for verification
Chat makes it easy. Determinism makes it safe. Verification makes it defensible.
Reproducible
Same inputs produce the same quote — which makes testing, QA, and audits real.
Traceable
Every line item can be explained back to rules, terms, and approvals — without archaeology.
Governed
Discount thresholds and approvals are part of the engine — not a workaround after the fact.
Quote Canvas
Review before you send: line items, changes, evidence, approvals — then export with confidence.
Review layer
See what changed and why. Confirm evidence and approvals before locking a customer-ready quote.
Export + record
Share a clean PDF and keep a canonical quote record with traceability for future proof.
Capability map
A modern CPQ surface — delivered as pillars, not a checklist.
Catalog & bundles
Products, bundles, options, and lifecycle — with controlled evolution.
Configuration rules
Constraints, dependencies, and guided selling — without complexity spillover.
Pricing & discounts
Deterministic evaluation of pricing logic, discounting, and exceptions.
Approvals
Thresholds, routing, and audit-ready approvals built into the workflow.
Quote lifecycle
Create → review → approve → export — with canonical quote records.
Integrations
Fits your stack: clean APIs and event-driven outputs.
Segments
One engine. Different adoption paths — from “simple and mobile” to fully governed enterprise CPQ.
Simple / Mobile-first
Start quickly. Quote from your phone. Keep structure without needing a CPQ department.
Pro
Connect CRM context and automate workflows so sales moves faster with fewer escalations.
Enterprise
Governance, determinism, and verification designed for auditability at scale.
Integrations
Fits your stack. Clean APIs. Replayable outcomes.
Inbound
Catalogs, pricebooks, terms, and CRM context feed the engine with provenance.
Outbound
Quotes, approvals, order payloads, and audit bundles — consistently and repeatably.
Governance & trust
Designed for auditability — not retroactive explanations.
Structural auditability
Trace is built into the architecture. Every quote is defensible months later — by design.
Ready when you are