-1.svg){kind=icon}
When you rely on external teams to sell your products, the quoting process must be fast, accurate, and easy to manage — for everyone involved. That’s why more companies are turning to CPQ software for resellers to remove friction from the quote-to-cash process and equip their channel partners to win more business.
Whether you work with distributors, partners, or dealers, your indirect sales team faces common challenges: outdated pricing, inconsistent configurations, approval delays, and missed upselling opportunities. If they can’t quote quickly or accurately, deals stall — and so does your growth.
The Reseller Quoting Bottleneck
Most resellers juggle multiple product catalogs and navigate evolving pricing models. Without direct access to your internal systems, they often rely on spreadsheets, static documents, or guesswork — which leads to:
- Manual order processing and quote rework
- Long lead times waiting on approvals
- Pricing inconsistencies across markets
- Missed revenue from incomplete or incorrect quotes
Even well-trained sales reps lose momentum when they lack a structured, guided way to configure products and generate accurate quotes. And you lose visibility into what’s actually being sold — or promised.
How CPQ Streamlines the Sales Process
A Configure, Price, Quote (CPQ) system designed for indirect sales teams solves this. Instead of making your partners chase internal contacts or navigate complex pricing rules, a CPQ platform guides them through a seamless quoting experience.
Guided Selling That Drives Accuracy
With built-in product configurators, partners select only valid combinations — minimizing errors while surfacing upsell and cross-sell suggestions. It removes ambiguity from product selection and shortens the sales cycle.
Real-Time Data and Shared Control
Your channel teams access a single source of truth: current product details, up-to-date price books, and automated discount logic — all managed in real time. You maintain control over rules and branding while giving partners more autonomy.
Integrated Approval Workflows
A CPQ platform automates the approval process, ensuring quotes meet compliance and pricing thresholds before being sent to the customer. No more email chains or last-minute escalations.
Recommended Customer Stories
Key Benefits for Reseller-Driven Businesses
Implementing a resellers CPQ solution unlocks benefits across your entire go-to-market ecosystem:
- Faster, self-service quote generation for external teams
- Centralized governance over configured products
- Support for multiple currencies, regions, and partner tiers
- Consistent branding and messaging across quotes
- Fewer errors and pricing disputes, improving customer satisfaction
- Visibility into channel pipeline activity and performance
And when the system integrates seamlessly with your CRM — including Salesforce, Microsoft Dynamics, and HubSpot — your teams gain real-time insights across partner accounts, quotes, and sales metrics.
Why XaitCPQ Is the Right Fit
While many CPQ tools claim to support indirect sales, few are built with the flexibility, scalability, and ease-of-use that partner ecosystems require. XaitCPQ stands apart as the CPQ solution tailored for reseller environments.
Here’s why:
- No-code product and pricing rules, editable without IT
- Full support for multi-tier partner quoting
- Real-time CRM integrations (Salesforce, Dynamics, HubSpot)
- Built-in support for consulting services, bundles, and recurring models
- Guided selling that simplifies complex products and custom offerings
- Quote-ready outputs that reflect your brand, every time
With XaitCPQ, your partners can generate quotes that are fast, compliant, and tailored to your strategy — all while your business maintains visibility and control.
CRM & ERP Integrations: Connect the Full Sales Ecosystem
For reseller quoting to truly scale, your CPQ system must integrate seamlessly with the platforms that drive your business. XaitCPQ offers real-time, two-way integrations with leading CRM and ERP systems, including:
- Salesforce
- Microsoft Dynamics 365
- HubSpot
- Leading ERP systems used across manufacturing and B2B sales
These integrations ensure that product, pricing, and customer data are always synchronized — so your partners quote based on the latest information, while your internal teams maintain control and visibility.
By embedding CPQ into your existing tech stack, you eliminate silos, reduce manual entry, and create a smooth experience from quote generation through to order processing and fulfillment. That’s how CPQ transforms not just the quoting process, but the entire quote-to-cash journey.
The result? A quoting process that feels native to your partners, yet remains fully aligned with your goals. For companies that depend on channel sales, CPQ for resellers isn’t optional — it’s essential.
If you’re ready to eliminate delays, improve quote quality, and scale your partner performance, it’s time to talk about how XaitCPQ can help.
