servicePath CPQ+ for Dynamics 365

by servicePath (UK) Ltd.

(42 ratings)

CPQ for Technology Providers

Drive new solutions and increase revenue without risk faster than your competitors with servicePath CPQ+ for Dynamics 365 Sales

servicePath CPQ+ is the Leading Configure Price Quote (CPQ) platform for Technology Providers, software companies, and MSPs. SI's and VARs. CPQ+ thrives with changing market dynamics, complex configuration & sales, resulting in enhanced quote velocity/governance and revenues. Perfect for fast and growing markets, with a broad set of products and services that need to execute digital transformation.

servicePath CPQ is Recognized by Forrester and in GARTNER’S MAGIC QUADRANT™ FOR CONFIGURE, PRICE AND QUOTE APPLICATION SUITES. Do not just take Gartner's word for it, check out what customers are saying about us at

servicePath CPQ+ is specifically designed to make complex quotes simple. Quotes that used to take days and involve multiple departments can be completed in less than an hour in servicePath CPQ+. Cut your risk of issuing a bad quote by having all the latest solution configurations and cost elements on one platform. The platform has been designed for sales, pre-sales, product managers, commercial and finance users to automate the sales.


BETTER MARGINS Financial transparency puts an end to rogue discounting. Automation eliminates costly configuration errors.

FASTER SALES Wizard guided solution configuration means quotes in hours, not days.

LESS RISK Latest legal language, pricing, costs, and technology components automatically pulled into quotes.

IMPROVED EXPERIENCE Full visibility into past purchases, renewal dates, and requirements means sales teams are more responsive to customers.

FEATURES designed specifically to make complex quoting simple. The platform has the features enterprises need built from the ground up by a team of technology veterans who survived quoting-by-spreadsheets.
  • Deal Dashboards
  • Automated workflows
  • Quote Templates
  • Self-serve product and service configurator
  • CRM Integration
  • Document repository

MORE THAN CPQ ServicePath offers more than your standard CPQ solution. Track and manage client contracts, configurations, and renewals all in one place—no more thumbing through filing cabinets looking for old quotes.
  • Detailed cost to service modeling
  • Business modeling for new product introduction
  • Solution-first methodology for quoting
  • Guided configurations and selling

AUTOMATED APPROVAL WORKFLOWS accelerate quoting and ensure the proper processes are followed every time. Eliminate time-consuming back-and-forth communications by ensuring the right information is delivered to the right person.
  • Wizards help sales capture all customer requirements accurately
  • Approval rules ensure only those quotes that fall outside the norm are routed for further review
  • Product change requests routed to appropriate engineer for fast action
  • Alerts and escalations based on business events or timelines

POWERFUL QUOTE ENGINE With just a click of a button, ServicePath’s powerful quote engine merges product information, pricing, customer requirements, and other relevant content into a professional proposal document.
  • Templates ensure professional quotes that are consistent with corporate brand
  • Multi-currency capabilities
  • Self-serve pricing configurator allows for different pricing models (cost plus, territory pricing, usage, etc)
  • Images, diagrams, drawings, spec sheets and other supporting materials automatically included with quote

REPORTING get a 360° view of financial details including revenue and margin for any quote at any time. In addition, quickly see the operational impact of all deals in your pipeline.
  • Detailed dashboards provide a complete financial view of each deal
  • Monitor Sales efficiency in real-time
  • Dashboards and reports built on industry best-practices

ADMINISTRATION AND SECURITY is managed through configuration – no developers are required. Everything from workflows to product catalogs to pricing models can be maintained through easy-to-use administration menus.

At a glance