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CPQ Project Intake Questionnaire

Use this form to capture initial discovery inputs before onboarding. It covers strategy, systems, pricing logic, data, and adoption signals without forcing you to answer everything in one sitting.

How this works: your progress is saved in your browser while you fill it out. Submit when ready and we'll use your responses to prepare your onboarding plan.

CPQ Onboarding Questionnaire
Answer as much as you have today. You can close this page and resume later from the same browser.

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Draft will auto-save to your browser as you type.

1) Project Snapshot
Start with the basics so we can route the engagement to the right CPQ specialist.

This is the only required field. We use it to send onboarding details.

2) Commercial Systems & Process
This tells us where your quote-to-cash flow starts, breaks, and needs integration.
3) CPQ Scope & Complexity
These questions help us size configuration effort, pricing logic, and approval workflows.
4) Data & Reporting
We use this to plan data ownership, migration effort, and executive reporting design.
5) Adoption & Risk Signals
This helps us shape rollout strategy, training, and risk mitigation for the first release.

Only your email is required. Everything else is optional and helps us prepare a better onboarding session.