Free tools and practical resources for B2B quote control, pricing governance and commercial decision-making.
Measure active work, waiting, rework, approval delay and release lag across complex B2B quote processes.
Model how list price becomes invoice price, pocket price and pocket margin after discounts, concessions, customer rebates, vendor incentives and cost.
Assess six dimensions of pricing execution maturity in B2B quoting, compare current and target states and identify practical improvement priorities without calculating an overall maturity score.
- Download the Excel pricing maturity assessment
- Explore the pricing maturity assessment resource
- Complete the full Quote Performance Scan
Assess whether a manufacturing quote process needs cost-estimating software, product configuration, commercial quote control or a connected combination of systems.
Document approval rules, decision authority, sequential and parallel routing, reapproval, SLA, escalation and workflow test scenarios for B2B quotes.
- Download the Excel workflow template
- Use the online workflow planner
- Read the quote approval workflow guide
Standardise how quote speed, approval efficiency, commercial control, quote quality and commercial outcomes are defined, calculated and implemented.
- Download the latest dictionary release
- Explore the CPQ metrics resource
- Explore the machine-readable dataset on Kaggle
Assess CPQ requirement intensity, define system boundaries and translate workshop decisions into a prioritised, evidence-based requirements matrix.
- Download the Excel assessment and requirements matrix
- Use the interactive CPQ requirements assessment
- Read about CPQ software for complex B2B products
Visit Configure to WIN for online tools, methodologies and commercial quote-control software.