Configuring Multisite Quotes for Complex Sales

Managing quotes for businesses with dozens or hundreds of physical locations can easily become a logistical nightmare without the right setup. This course teaches you how to structure, group, and execute multisite quotes efficiently, ensuring accuracy and consistency across complex sales pipelines. What you will learn: 1. Understand the core principles of multisite quoting and hierarchical product configuration. 2. Group multiple service locations to apply bulk pricing and custom configurations systematically. 3. Assign products and services to specific groups or individual sites with minimal manual effort. 4. Apply modern pricing rules, discounts, and validation patterns to prevent configuration errors. 5. Streamline the approval and generation process for large-scale enterprise quotes. You will start with the fundamental terminology of multisite architectures before moving into hands-on configuration scenarios, group management, and automated pricing workflows. This course is designed for sales operations professionals, business analysts, and beginners looking to master complex quoting workflows, with no prior CPQ experience required. Start reading today to master the art of scalable multisite quote configuration.