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CPQ

Making a complex quoting process easy to follow.

CPQ stands for Configure, Price, Quote. It is the part of BusinessPad where a client request becomes a configured product, a calculated price and a quote.

Company
AVK Consulting
Role
Product Designer
Timeline
2023–2025
Type
B2B SaaS · Enterprise · Desktop
Order 917 goods tab: nine items with category, stage, status, quantity, cost and price, plus per-row actions such as AI-assisted filling, estimate and configuration
An order with nine goods, each at its own stage of being configured and priced.

01 What is CPQ

From a client request to a ready quote.

Companies that make products to order, like protective workwear, cannot pick a price from a list. Each request needs the product defined first, then costed, then quoted.

CPQ is where managers do that work inside BusinessPad. The name describes the three steps.

  1. C

    Configure

    Choose the product and its options. A protective suit, for example, is built from pockets, collar, sleeves, lining and materials.

  2. P

    Price

    The estimate of labour and materials updates with every choice, using product data from the catalogs.

  3. Q

    Quote

    Everything is collected in the order: goods, client communication, documents, and the stage the request is in.

02 How it works

One product, built part by part.

The configurator splits a product into sections. Each section shows its progress, options can open further options, and the estimate on the right recalculates with every choice.

Configurator, collar section: options with nested choices for set-in and hood, and the running estimate
  1. 01

    Sections with progress

    Each part of the suit shows how many of its actions are done.

  2. 02

    Required, with a count

    A required marker and «2/2 действий» per section.

  3. 03

    Nested choices

    Selecting an option opens its own sub-options, which can be hidden.

  4. 04

    Live estimate

    Labour and materials recalculate with every choice.

03 The challenge

Simple to use, without hiding the complexity.

Products have many parts and options, prices depend on every choice, and one order can hold many items at different stages. Product data comes from several catalogs.

The goal was to simplify configuration while still supporting flexible product structures, pricing calculations and order management.

04 My role

Product Designer at AVK Consulting.

  • Catalog management: import and file validation, own, connected and shared catalogs, product cards, price history and filtering
  • Product configurator, including a suit configurator with independently configurable jackets and bottoms
  • Step-by-step configuration with selection states, progress, validation and automatic price recalculation
  • Order cards, lists, sorting, filtering and navigation
  • P1–P4 order priority logic based on delivery urgency, order value and payment conditions
  • Navigation patterns for dense screens, including multi-panel layouts and vertical tabs
  • Reusable components, tables, forms and expandable sections, with consistent interaction patterns
  • Mockups, documented UX decisions and design handoff
CPQ connected catalogs tab with source, supplier, stock, sync status and error count per item
Connected catalogs: supplier, stock and sync status for each product.

05 Approach

A few rules used across the product.

  1. 01

    Show progress, not just fields

    Every configurator section shows how much of it is done, so people know what is left.

  2. 02

    Keep the price visible

    The estimate sits next to the form and changes as options change.

  3. 03

    Panels beside the list, not over it

    Adding, filtering and editing open next to the content, so context stays in view.

  4. 04

    Let AI suggest, let people decide

    Where the assistant fills data, the result is shown with its source and can be checked.

06 Selected UX cases

Closer looks at individual features.

Next project

BusinessPad

Making years of business logic easier to navigate.