Business Case Template for CPQ: Make the Case for CPQ with Confidence

To get leadership buy-in for CPQ, you need more than a list of features. You need a strategic, data-backed business case that speaks to company goals, quantifies ROI, and shows how CPQ drives real impact.

This CPQ business case template helps you build alignment between the project and business strategy, whether you’re preparing for budget discussions, launching a pilot, or kicking off digital transformation.

Use this CPQ business case template to:

• Connect CPQ to high-priority business goals like margin protection, scalability and expansion, and more.
• Show “before and after” process changes across quoting, pricing, engineering, and customer experience.
• Quantify the impact with metrics and KPIs that matter.
• Build cross-functional alignment and pilot plans that de-risk investment and accelerate decision-making.