Most CPQ implementations struggle not because of the technology, but because the business was not ready for it. This checklist tells you exactly where you stand before you invest.
+ 5 more questions in the full checklist
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Questions 1 to 3. Evaluates whether your product structure, variants, and configuration rules are complex enough to justify CPQ.
Questions 4 to 6. Measures how structured your current quoting, approval, and pricing processes are before automation.
Questions 7 and 8. Checks ERP, PLM, and pricing data readiness. CPQ is only as good as the data it connects to.
Questions 9 and 10. Assesses stakeholder alignment, executive buy-in, and change management readiness for CPQ adoption.
CPQ Ready
Your process, data, and organisation are in the right place. You are positioned to run a CPQ implementation with high confidence of success.
Partially Ready
You have the foundation. One or two gaps need addressing before full CPQ implementation. A scoped pilot is the right starting point.
Readiness Gaps Identified
Important groundwork is missing. Proceeding without addressing these gaps is the primary reason CPQ projects fail. A discovery session will clarify the path forward.
Free PDF. Printable. Fill it in with your team and score your readiness in under 10 minutes.
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