Product and configuration
Portfolio, models, parameters and equipment. Rules enforce requirements, dependencies, exclusions and completeness.
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JAPRIVIO CPQ/CRM
From configuration to order in one process
JAPRIVIO CPQ connects product data, rules, price lists and the sales activity of manufacturers and their networks. Configuration retains the context of the pricing, the quote and the customer’s decision.
The whole process
From the first enquiry to the order and aftersales
Each stage builds on the data of the previous one. Configuration, pricing, quote and customer decision stay within the context of a single case.
- Enquiry, customer and opportunityThe CRM organises enquiries, customers and sales opportunities.
- Product and rulesConfiguration based on the manufacturer’s models, options and rules.
- Price lists and pricingPricing from the assigned price list and discounts.
- Quote and revisionsA document with a number, versions and change history.
- Version acceptanceThe customer accepts a specific version of the quote.
- OrderThe accepted quote moves on to fulfilment.
- Parts and aftersalesSpare parts after the sale. Service and machine history are in development.
Platform areas
Much more than a configurator
JAPRIVIO started as a configurator. Today the platform covers sales work, pricing, quotes, roles across the sales network and product data administration. We are developing further areas, such as aftersales and service.
Price lists and pricing
Price lists, assignments and discounts. Models and options are priced from the same configuration.
CRM and sales work
Enquiries, customers, opportunities, tasks and next steps, with data visibility by role.
Quotes, acceptance and orders
Document, link, revisions and history. Acceptance of a specific version and conversion to an order.
Roles and sales channels
Manufacturer, dealer, sales rep and end customer use the same functions, each within their own scope.
Editor and administration
Draft, publication, versions and restoring of product options, rules and media.
Parts, aftersales and service
A parts catalogue for a saved machine, and a development direction towards service and the full machine history.
Extensions prepared for specific scenarios
New functions prepared for specific implementation scenarios, including one with an agricultural machinery manufacturer.
01Product and configuration
Configuration that follows the manufacturer's rules.
Salespeople select the model, variant and equipment, while Japrivio checks requirements, dependencies, exclusions and configuration completeness.
- Product dataConfiguration draws on the manufacturer’s portfolio, models, parameters and equipment.
- Rules instead of manual checksUnavailable or conflicting options are blocked, with an explanation of what needs to change.
- A ready-to-use summaryA complete configuration produces a specification ready for pricing and quoting.
We describe 3D visualisation and AI support within the scope of a specific model, as an extension rather than a feature of every product.
02Price lists and pricing
Current prices where configurations and quotes are created.
We connect models, equipment and configuration rules with the right price lists and commercial terms. That keeps pricing part of the sales process.
- Assignments and discountsPrice lists are assigned to the manufacturer and dealers according to their permissions, and discounts are factored into pricing.
- Pricing of models and optionsJAPRIVIO CPQ prices models and options based on price lists, assignments and discounts.
- Working with dataA new price list can be prepared from a copy of an existing one.
03CRM and sales work
Sales in a single, connected view.
An enquiry that starts with a product can progress to a customer, sales opportunity, configuration and quote without losing the process history.
- Leads and enquiriesNew enquiries enter a structured sales workflow and can be routed to the right dealer or account manager.
- Pipeline and activitiesSales opportunities, tasks and next steps form a shared work queue for the team.
- Role-based visibilityData visibility matches the user’s role and organisation.
04Quotes, acceptance and orders
The customer accepts a specific quote version.
The quote is built from the configuration and pricing, has revisions and a history, and once accepted can move on to an order.
- A controlled documentEach quote has a number, status and change history. A sent quote retains the data from the moment it was sent.
- The customer's decisionThe customer receives a link to a specific quote version and accepts it with a code sent by email.
- Proof of acceptanceThe accepted version is saved as a frozen PDF with a checksum (hash) and proof of acceptance.
- Moving to an orderAn accepted quote can become an order without recreating the specification.
05Roles and sales channels
Manufacturer, dealer, sales rep and end customer in one process
The process can involve the manufacturer, dealer, salesperson and a B2C channel. We define data access and enquiry routing for each scenario, and channels do not need to have the same scope.
Manufacturer
Data, rules, price lists and process visibility within the agreed scope.
Scope of work
- Enquiries and the pipeline show the stage of each opportunity handled by dealers.
- Decisions requiring action appear alongside the quotes and orders they concern.
- Price lists provide a consistent pricing basis across the network, connected to the sales process.
- Dealer sales and the manufacturer's direct sales form a single view for everyday decisions.
Dealer
The right commercial data, configuration and quote.
Scope of work
- An enquiry starts the customer relationship and identifies the next action in CRM.
- Configuration and pricing are prepared in the context of a specific opportunity.
- The quote uses the prepared specification, and the customer's decision remains part of the history.
- An accepted quote becomes an order without reconstructing data in spreadsheets.
Sales rep
Customer, tasks and managing the opportunity.
Scope of work
- The opportunity card connects the customer with the configuration, pricing and current quote version.
- The task and next-step deadline are visible in the context of the opportunity.
- The specification stays consistent when moving to the next quote version or order.
- The document status and customer's decision indicate which opportunity needs action.
End customer (B2C)
The scope of enquiry or configuration available to the end customer.
Scope of work
- Enquiries reach the right team and sales process.
- The scope of the B2C channel is agreed per scenario; it does not have to match the dealer’s.
Every perspective uses the same CPQ functions and a single product catalogue. Enquiry routing and data access are agreed for each scenario.
06Editor and administration
Draft first. Then publish.
The editor covers product options, rules and media, their publication and versions.
An administrator on the manufacturer’s side independently changes the options, rules and media of an existing model, publishes them and restores a previous version when needed.
- DraftChanges to options, rules and media are made in a draft.
- PublicationOnce checked, the draft can be published as a new version of the product data.
- RestoreA previous version can be restored as a draft.
We prepare a new model or a new type of rule together with the technical team.
07Parts, aftersales and service
Spare parts, aftersales and service
Selling the machine does not end the process. We separate the described parts scope from the development direction towards service and the full machine history.
Spare parts
The parts module leads from the machine sold to the right part and the next commercial steps. We show the exact scope in a demo, as it depends on the manufacturer’s data.
- A saved machine leads to a catalogue of parts compatible with its configuration.
- Assembly trees, assembly drawings and hotspots help identify the correct item.
- Search by number or description to quickly add parts to the basket.
- Selected items move on to a parts enquiry, quote and order.
Service and the machine lifecycle
We are developing the platform towards the full machine history, service handling and warranties. This is a development direction, not a finished module: we agree the scope with the manufacturer.
Field service app concept in JAPRIVIO Technology- Saved machine
- Catalogue of compatible partsAssembly tree, assembly drawings and hotspots
- Search and basket
- Parts enquiry, quote and order
08Extensions
Extensions prepared for specific scenarios
The platform grows with its implementations. New functions are built around a real customer process, and we describe them within the scope they were prepared for.
An agricultural machinery manufacturer’s scenario
We are preparing the latest platform extensions together with an agricultural machinery manufacturer, on its products and sales process. We will describe their scope once it is ready to be shown.
3D model visualisation
3D graphics help to understand the configuration of a specific model. The scope depends on the manufacturer’s approved materials.
AI support
We describe AI applications for a specific model and data set, not as a universal feature of every product.
Configurator on the manufacturer’s website
A link, an embedded frame (iframe) and a widget are different ways of providing access, each with a different scope of work.
09Process security
Roles, data isolation and an activity trail.
Safeguards cover data access, change history and quote acceptance.
Roles and permissions
The scope of data and actions is determined by the user’s role.
Data isolation
Each organisation’s data is isolated from that of the others.
Access control
Data access is checked against the user’s account and organisation.
Activity trail
Changes and decisions in the process leave a record in the history.
Acceptance safeguards
An email code, a frozen PDF and a checksum link the customer’s decision to a specific quote version.
10Implementation and integrations
An implementation scope tailored to the sales process.
We start implementation by agreeing on a specific process and the scope to be launched first.
- Data preparationWe prepare manufacturer data, configuration rules, the user structure, price lists, permissions and the agreed workflow.
- First scopeWe launch one agreed process rather than everything at once.
- TestingWe check configurations, pricing and roles on the manufacturer’s data.
- Go-liveUsers start working within the agreed scope.
- Further developmentFurther areas and extensions are added in stages.
We select integrations to suit the customer’s environment. Analysing the connections and building them are separate scopes, agreed individually.
Want to sort out your product and pricing logic first? See JAPRIVIO AdvisorySee JAPRIVIO CPQ in a sample manufacturer–dealer process.
From product configuration to an accepted quote and order.
