CPQ vs Excel: When to Make the Switch
Excel was useful in the early years. But beyond a certain volume, it's holding you back without you noticing. These 7 signs tell you if it's time to change.
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Duplicated or lost quotes
How many times have you lost a quote? Excel has no history or serious search.
Recurring calculation errors
88% of spreadsheets contain errors (Harvard). With a CPQ, calculations are locked down.
No traceability
Who changed that price? When was it sent? Excel records nothing. A CPQ does.
Catalog out of date in several places
Each rep has their own Excel with different prices. Guaranteed chaos.
No post-send tracking
Excel doesn't tell you if the client opened the PDF. A CPQ notifies you in real time.
Tedious manual signing
Print, sign, scan, send. You lose days. A CPQ signs in 1 click.
Impossible to scale the team
Each new rep = a learning curve on their 'own Excel'. Impossible to grow this way.
💡 SMBs that move from Excel to a CPQ cut quoting time by 70% on average.
Source: Gartner 2024
💡 88% of complex spreadsheets contain at least 1 error.
Source: Harvard Business Review
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