Sequence CPQ is purpose-built for for Fintech, AI and similar B2B Saas startups selling contracts with usage tiers, minimum commitments and ramped pricing. Native e-signatures powered by Dropbox Sign provide a low friction signing experience for your customers (no Dropbox account required).

Example quotes

With Sequence CPQ, your teams can create professional quotes in minutes. You can create new quotes from scratch via the quote editor or duplicate existing quotes. When you publish your quote, you and your customer can retrieve the quote via a shareable link.

You can preview what your published quote will look like via the Preview button.

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Livecycle of a quote

As you negotiate with customers, you can adjust pricing, change deal terms and issue a new quote. Quotes have one of the following status options:

Sequence keeps an audit trail of any change made to a published quote by creating a new quote version. Once a quote is pending signature, completed or executed, it cannot be edited anymore.

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Getting started with CPQ

1

Onboarding session

Reach out to a member of our team and schedule a tailored onboarding session. If needed, our team can assist in creating a set of on-brand visual assets for your quotes (testimonials, feature spotlights, brand assets, etc).

2

Set up list prices

Start by setting up your products in the product catalogue. For each product, configure one or more list prices.

3

Build a quote template

Next, create a template quote that reflects the standard terms and clauses included in your proposals. Templates can be duplicated. You can also copy and paste from the quote editor.

4

Create and publish a test quote

Use the template to create a new quote for a test customer. Add a pricing block and configure your pricing. Preview, then publish the quote to your test customer.

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Create a quote

In Sequence, quotes are shareable pages that can be customized, similar to a Notion page or a Google Doc. At the minimum, a quote must include customer details and pricing. You can optionally add other sections, terms, links and documents to the page.

Choose from the following content blocks to design your quote:

  • Text blocks (including formatting)
  • Headings
  • Lists (bullet and numbered)
  • Images
  • Pricing block

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Configuring pricing

Add a pricing block to your quote to add products, prices, discounts, minimums and other terms. Select + Add product and choose from the set of products you’ve set up in your product catalogue. By default, the list price will be added to the quote.

You can make a price adjustment against the list price. This will create a new price variant for this product in your product catalogue once the quote gets executed.

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Configure ramp deals and phased contracts

You can create a pricing proposal with phased pricing in just a few clicks. In the pricing block, select + Add new phase and choose a duration.

For example, your proposal may include two one year phases, with a scheduled price increase in year two. The start date of a subsequent phase is always anchored against the end date of the previous phase.

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Sharing a quote with your customer

To share a quote with your customer, publish it. Use Preview to review the quote prior to publishing it. Publishing a quote will generate a shareable link for it. When you select Publish you have the option to send an email notification to your customer with a custom message. Once published, you can also download a PDF version of the quote.

If you have e-signatures enabled, you can collect signatures from your customer in just a few clicks. Sequence provides a native e-signature integration powered by Dropbox Sign.

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