Help center

Quote, Margin, and CPQ Management | Sanka

All collectionsHomeCPQ OperationsQuote, Margin, and CPQ Management

Quote, Margin, and CPQ Management

A high-level overview of managing quotations, planned margins, purchasing, and actual profitability in Sanka.

This page provides an English summary of the quote / margin / CPQ management flow. For a more detailed guide, refer to:

/ja/sales/cpq-management

Scope of the solution

Create quotations linked to companies, contacts, and items
Capture cost information to understand planned margins
Create purchase orders linked to quotations or orders
Link actual purchase and sales data to compare planned vs. actual margins
Analyze profitability by product, customer, or sales rep

Did this answer your question?

😞

😐

😁