8 CPQ Recurring Billing Must-Haves

Written By John Knight

1) Renewal Automation

Automatically Forecast Contract Renewals

Automatically Quote Contract Renewals

2) Quote Types

  • New Sales

  • Amendments

  • Renewals

3) Quote Templates with E-signature Integrated

4) Order automations

5) Approvals

6) ERP Alignment

7) Product configuration and pricing

8) Reporting

Monthly/Annual Recurring Revenue Metrics

Exceptions Reporting, eg contracts missing renewals

Commissions/Booking reporting

John Knight

https://www.bizontheroof.com
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