Robust promo and bundling engine

Why promotions break most CPQ systems

Promotional logic is where CPQ systems show their limits. A simple scenario — a volume discount, a partner deal, and a time-limited bundle active simultaneously — involves stacking rules, exclusion logic, and precedence decisions that most CPQ tools handle inconsistently, or not at all. The result is reps building workarounds in spreadsheets, finance reconciling after the fact, and margin leakage that compounds across every deal.

What the quortix.ai promo engine handles

quortix.ai's promo and bundling engine is designed for the messy reality of real sales: overlapping promotions, partner-specific pricing, time-windowed eligibility, and attribute-aware bundle components. Every promotion has explicit stacking and exclusion rules — the system enforces them, not the rep.

• Time-windowed promotions with start and end dates enforced at configuration time.
• Geo-targeted and segment-targeted eligibility: not every promo is for every customer.
• Explicit stacking rules: define which promotions can combine and which are mutually exclusive.
• Bundle pricing with attribute-aware components — mix and match with the right rules applied.
• Finance visibility: every quote shows which promotions were applied and why they were eligible.

Full auditability from deal to close

Every quote in quortix.ai carries a full record of the pricing decisions made: which promotions fired, which were considered and excluded, and what the final pricing basis was. Finance teams can reconcile at the line level without calling sales, and compliance teams have an audit trail that doesn't depend on a rep's memory. That makes month-end close and deal audits significantly less painful.