Smarter Quoting in NetSuite with iQ CPQ

Manufacturers often find themselves in a difficult position: they need to quote complex, engineer-to-order, or configurable products long before a design is finalized. In NetSuite, this usually requires creating items, assemblies, or BOMs that may never be used—resulting in a cluttered item master and a sales process bogged down by administrative setup. We’ll show you how to decouple your quoting logic from your ERP, allowing sales teams to configure products and apply complex pricing while keeping your NetSuite environment clean and aligned with real demand. Whether you are managing thousands of product options or handling highly custom builds, this session will show you how to bridge the gap between your CRM and ERP to protect margins and scale without chaos. What You’ll Learn: -Quote without Clutter: How to generate configure-to-order and engineer-to-order quotes without pre-creating NetSuite items. -The Production Trigger: When and how items, BOMs, revisions, and routings should actually be pushed to production. -Advanced Pricing Logic: How to automatically apply customer-specific, volume-based, or margin-driven pricing. -Margin Protection: How automated approvals and pricing rules stop "rogue" discounting without slowing down the deal. -Seamless Integration: How iQ CPQ operates as a certified SuiteApp to bridge Salesforce and NetSuite workflows.