A CPQ template in Excel: configure, price, quote.
CPQ stands for Configure, Price, Quote. This workbook gives you the three parts in their simplest form: an option catalog with rules, a price list, and a quote sheet that totals lines, applies discount limits and flags anything that needs approval.
See configuration, pricing and quoting on one of your own products.
- Option catalog + rules
- Discount guardrails
- Approval flags
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Yellow cells are inputs; formulas do the rest. Every default is an example you should replace with your own numbers.
Preview: Catalog
| SKU | Family | Description | Unit | List price | Requires | Excludes |
|---|---|---|---|---|---|---|
| BASE-100 | Base unit | Standard frame, 48 in | EA | 1,200 | ||
| BASE-200 | Base unit | Heavy-duty frame, 60 in | EA | 1,650 | ||
| FIN-PC | Finish | Powder coat, standard color | EA | 140 | BASE-* | FIN-GV |
| FIN-GV | Finish | Hot-dip galvanized | EA | 260 | BASE-* | FIN-PC |
| OPT-LCK | Option | Locking hardware kit | EA | 85 | ||
| OPT-INST | Service | Installation per unit | EA | 300 | BASE-* | |
| SHIP-LTL | Freight | LTL freight allowance | LS | 450 |
From drawings to a priced line, in order.
Build the catalog
List every SKU with price and the plain-language rules your sales team already follows.
Set the guardrail
Enter the maximum discount a rep can give without approval.
Quote
Pick SKUs on the Quote tab; descriptions and prices look up, nets total, and over-limit lines flag for approval.
Review rules
Check Requires/Excludes by hand before sending; Excel won't enforce them.
What each column is for.
| Column | What goes in it |
|---|---|
| SKU | Unique product or option code |
| Family | Product line or category |
| List price | Current list price |
| Requires | Options that must be selected with this one |
| Excludes | Options that can't be combined with this one |
| SKU | Choose from the Catalog |
| Description | Looked up |
| List | Looked up |
| Discount % | Line discount |
| Flag | APPROVAL when discount exceeds the limit |
Configure, Price, Quote, and where Excel stops.
| Stage | In this template | In CPQ software |
|---|---|---|
| Configure | Catalog with rules written as notes | Rules enforced as the rep selects; invalid combinations blocked |
| Price | List × qty × discount | Price rules, tiers, bundles, contract pricing |
| Quote | Totals and an approval flag | Approval routing, branded document output, CRM sync |
| Visualize | None | Visual CPQ shows the configured product as it is built |
RenderDraw offers Visual CPQ and a product configurator for manufacturers whose products are easier to sell when buyers can see the configuration.
Questions estimators ask
What is the full form of CPQ?
Configure, Price, Quote: software (or a process) for configuring a product correctly, pricing it and producing a quote.
Can you do CPQ in Excel?
For a small catalog, yes, as this template shows. Excel can look up prices and flag discounts but can't reliably enforce configuration rules or route approvals.
What is a CPQ form?
Usually the quote input form: product selections, quantities and discounts that generate a priced quote. The Quote tab is a simple version.
When should we move from an Excel CPQ to software?
When rules are broken in sent quotes, when only one person understands the workbook, when approvals are slowing deals, or when buyers need to see the configured product.
Does RenderDraw replace Salesforce CPQ?
RenderDraw offers visual configuration, including RenderDraw for Revenue Cloud. See the Salesforce CPQ comparison page for how they relate.
See visual CPQ on your own products.
Book a demo to see how RenderDraw configures, prices and quotes products visually, with rules enforced as the buyer selects.
- Pick one product line with real rules and pricing.
- Walk through configuration, pricing and the quote with RenderDraw.
- Decide with your own product, not a canned demo.