Acumatica + IQX + CAT
Quote-to-Cash, CPQ for Acumatica
iQuoteXpress (IQX) delivers fast, accurate configure-price-quote (CPQ) capabilities designed for CPQ for Acumatica, helping sales teams build quotes with confidence inside the ERP environment they already rely on. Acumatica runs the business as the system of record, executing orders, tracking production, managing inventory, and handling financials.
C&A Technology brings these platforms together into a single, connected quote-to-cash system. By aligning CPQ logic, ERP data, and real-world business processes, CAT ensures quotes convert cleanly into orders, operations trust the results, and the platform scales as the business grows.
CPQ Done Right
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Where quoting breaks down in growing Acumatica environments
Acumatica gives sales teams momentum. Leads turn into opportunities quickly. Pipelines move. But as organizations grow, quoting often becomes the weak link. It usually starts small. A spreadsheet here. A custom price list there. A few manual checks before a quote goes out. It works. Until it doesn’t.
This pattern usually appears when CPQ is treated as something to solve later, instead of as part of the ERP decision itself. We explore this more fully in our perspective on CPQ for Cloud ERP and why Acumatica buyers need to decide early.
Then the cracks show up.
Quotes Slow
Sales Down
Sales reps spend too much time building quotes instead of advancing deals. Every exception requires a workaround. Every revision costs time.
Without CPQ for Acumatica, momentum fades faster than most teams expect.
Pricing Loses
Consistency
Discounts, bundles, and special terms live in people’s heads or disconnected files. Two reps quote the same deal and get different results.
When CPQ for Acumatica is missing, confidence drops on both sides of the deal.
Product Configuration
Creates Risk
Complex products and services do not always follow simple rules. When configuration logic is manual, mistakes slip through and operations inherit the cleanup work.
The absence of CPQ for Acumatica shows up downstream.
Orders Break
Before They Run
Quotes convert into orders, but not cleanly. Data needs to be re-entered. Details need to be corrected. Operations slows things down to protect the business.
Everyone feels the friction.
What changes when IQX becomes part of your quote-to-cash flow
When quoting moves inside a governed system, everything settles.
IQX brings configure, price, and quote directly into Acumatica, turning CPQ for Acumatica into a natural extension of how the business already operates. Sales works from trusted data. Rules are enforced consistently. The friction starts to disappear.
Quotes Move Faster
Without Risk
Sales teams build quotes from structured logic instead of starting from scratch. Revisions are easier. Exceptions are handled intentionally.
CPQ for Acumatica keeps momentum intact.
Pricing Follows
Defined Rules
Discounts, bundles, and terms are applied consistently based on approved logic. Every rep works from the same source of truth.
With CPQ for Acumatica, confidence returns.
Configuration Logic
Protects Operations
Complex products and services follow clear rules. What sales promises matches what operations expects.
This is where CPQ for Acumatica restores trust between teams.
Orders Flow Cleanly
Into Acumatica
Quotes convert into orders with the right data in the right place. Re-entry fades away. Manual fixes become rare.
CPQ for Acumatica lets the business move forward without constant friction.
How CAT makes IQX work inside Acumatica
CAT ensures IQX and Acumatica operate as one dependable system. That work starts before configuration and continues long after go-live.
CAT aligns CPQ for Acumatica with how the business actually sells. Pricing rules reflect real approvals. Product configurations match operational reality. Quotes are built to convert into orders without downstream cleanup.
Instead of fragile builds or one-off logic, CAT establishes guardrails. Changes are governed. Exceptions are intentional. CPQ for Acumatica stays flexible without becoming chaotic.
This is where experience matters.
CAT understands Acumatica environments, industry demands, and the pressure teams face when sales moves faster than operations can absorb. That perspective keeps CPQ for Acumatica scalable and dependable as the business grows.
The result is not just faster quotes.
It’s confidence that quoting, orders, and execution remain aligned.
CPQ Done Right
A Best Practices Guide for Acumatica Teams
When CPQ for Acumatica operates as part of a governed system, results improve quickly. Long-term success depends on how CPQ is structured, implemented, and sustained.
This Best Practices Guide was created for Acumatica teams who want structure without rigidity, speed without shortcuts, and growth without downstream cleanup. It focuses on how CPQ for Acumatica should be designed to support real-world execution as organizations scale.
What the guide covers:
- Where CPQ for Acumatica fits within the broader quote-to-cash flow
- How to structure pricing, configuration, and approvals for scale
- Common CPQ pitfalls that introduce downstream friction
- Guardrails that keep CPQ flexible as Acumatica environments grow
Download the CPQ Done Right Best Practices Guide
See how disciplined CPQ supports faster sales and cleaner execution in Acumatica environments.
FAQs
Let’s talk it through
Not every Acumatica environment needs CPQ. And not every CPQ for Acumatica approach fits how a business sells.
If you want to talk through whether iQuoteXpress makes sense for your Acumatica environment, C&A Technology can help assess the fit, timing, and right level of structure.
Use the calendar below to book a time that works for you. No prep required.
This is not a demo request.
It’s a conversation focused on clarity.
