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Operator Playbooks

What a week-one custom quoting wedge includes

1 min read

What "wedge" means

A wedge is one painful quoting path, not a full CPQ suite. You pick the flow your team actually uses when deals stall: the quote shape that runs most often, with the rules and ownership that path needs.

The point of week one is proof you can click through on that path. Not a slide deck. Not every edge case.

See custom software for wholesalers.

In scope for week one

The named quote path, with the fields and steps that path actually needs.

Account or special pricing rules that must travel with that quote so numbers stay honest.

Clear ownership for the open quote (who moves it next).

A first working version your team can click through, not a mock alone.

Flat $5,000/mo. You own the code. New pieces ship every Friday.

Out of scope for week one

A full CPQ suite that tries to cover every catalog edge case on day one.

An ERP rip-and-replace.

Buyer self-serve and deep inventory projects, unless one of those is the named gap instead of quoting.

Every exception path that is not part of the loudest quoting flow.

Next step

If a week-one custom quoting wedge is what you want scoped, Start a free 30-day build. Name the quoting path that feels hardest in plain English.