DSI CPQ Tool

Configure-Price-Quote system for EV chargers, postage meters, and office equipment

Create Quote

Build a new quote with multiple products and automatic margin calculations

View Quotes

Browse all quotes with status filtering and detailed line items

Admin Panel

Dashboard
Sales reports
Quotes
Manage status
Products
Manage catalog
Categories
Pricebooks
Import
Upload pricing
Settings
Configuration

Key Features

Automatic Margin Calculation

Pitney Bowes fixed margins, EV/Kyocera actual margins

Multi-Product Quotes

Add multiple line items with live total calculations

Status Workflow

Draft → Submit → Approve/Reject with validation

Lease Integration

2 lenders, 4 lease types, 21 rate tiers

Sales Dashboard

Reports, metrics, and performance tracking

Full Admin Panel

Manage products, categories, and quote statuses