CPQ Requirements Checklist: Build Your Requirements Matrix in Excel

See how to build a CPQ requirements matrix in Excel using the free CPQ Requirements Assessment workbook from Configure to WIN and a worked €100,000 B2B equipment quote. This step-by-step demo works through all 24 assessment questions across eight dimensions. See how your answers become concrete requirements, vendor acceptance tests and clear system responsibilities. Increase one customer rebate to turn “supports approvals” into a specific test for reapproval before quote release. Chapters: 00:00 Introduction and free Excel workbook 00:33 The €100,000 B2B equipment quote 01:24 Eight dimensions and 24 assessment questions 02:21 How to complete the Assessment tab 02:54 Offer structure and configuration 03:43 Pricing complexity 04:32 Cost and margin control 05:17 Approval and governance 06:02 Validation and customer-ready output 06:48 Scale and operating model 07:30 Data and integration 08:34 Engineering configuration boundary 09:30 Complete the CPQ requirements matrix 10:08 Test reapproval after a higher rebate 10:57 Define system ownership and architecture boundaries 11:46 Download the workbook and assess your own quote Download the free Excel CPQ Requirements Assessment and Requirements Matrix: https://configure.win/resources/cpq-r... Learn how commercial CPQ and specialist product configuration work together for complex B2B products: https://configure.win/cpq-software-fo... Watch the Excel price waterfall calculation used in this example:    • Pocket Price Waterfall in Excel: Calculate...   Eight dimensions covered: 1. Offer structure and configuration 2. Pricing complexity 3. Cost and margin control 4. Approval and governance 5. Validation and customer-ready output 6. Scale and operating model 7. Data and integration 8. Engineering configuration boundary The workbook connects 24 assessment questions to 64 detailed requirements. Use the Assessment tab to record what your quote needs, then refine current coverage, priorities, owners and acceptance criteria in Requirements matrix. Document the responsibilities of CRM, ERP, engineering and commercial CPQ in Architecture boundaries. Worked example: Offer: modular equipment, commissioning and an annual service subscription List value: €100,000 Invoice price: €90,000 Service concession: €5,000 Customer rebate: €5,000 Pocket price: €80,000 Effective cost: €57,500 Pocket margin: 28.1% What changes when the customer rebate increases to €10,000? Invoice price remains €90,000. Pocket price falls to €75,000. Pocket margin falls to 23.3%. The changed quote crosses the fictional company’s 27% review threshold. The acceptance test requires a new policy evaluation, traceability of the earlier approval and a new approval before the changed quote can be released. Choose one representative quote of your own and replace the fictional answers and evidence. The workbook documents the required behaviour; a vendor must demonstrate it in the proposed solution. The example and review threshold are illustrative. Configure to WIN — Enterprise pricing power. Without enterprise complexity. #CPQ #CPQRequirements #B2BSales