Pitch CPQ gives your sales team guided product configuration, live multi-currency pricing and one-click quote lines — running natively on Dataverse. No middleware. No second catalog.
Sales teams on Dynamics 365 still build complex quotes the hard way: a spreadsheet for the bill of materials, a price list lookup for each currency, a manual tax calculation, then re-typing every line into the quote. Standalone CPQ suites fix the math but add an external platform, an integration to maintain and a second product catalog to keep in sync.
Pitch CPQ fixes the workflow without adding a system. It is a Dataverse app, so it reads the products, price lists and BOMs you already maintain — and writes real quote lines back to the quote you already opened.
Open a quote and launch the configurator. Browse products in a grid or list, search by name or SKU, and filter by the product groups your admin defined.
Set quantities and add items to the configuration cart. Subtotal, tax and total update live in the quote's currency, and a “Buildable” check confirms the configuration is complete.
One click writes each line to the quote as a native Dynamics 365 quote line — product, quantity, unit price, discount and tax mapped exactly the way your admin configured.
The Pitch CPQ Configurator opens from a Quote or Opportunity in Dynamics 365 Sales. It is fast, focused and built for people who would rather be selling than formatting spreadsheets.
Sellers see the product groups that matter, not the whole product table.
Price and tax follow the quote's transaction currency automatically.
Assemblies, kits and bundles expand from a real, published bill of materials.
Output is standard Dynamics 365 quote lines, ready for approval and sending.
The Admin Console is where you connect Pitch CPQ to your data model, decide how pricing works, and publish the configuration your sellers use. It runs as a page in your model-driven app, and every setting is stored in Dataverse tables you own.
In the Admin Console you tell Pitch CPQ which price field and tax percentage to use for each currency. At quote time the configurator reads the quote's transaction currency, applies the matching pair, and shows subtotal, tax and total inline before anything is saved. Change a rate and re-publish — sellers see it on their next quote.
Pitch CPQ ships as a managed Dataverse solution with two controls. All data access goes through the Dataverse Web API as the signed-in user — no external APIs, service accounts, tokens or admin consents. Your existing security roles and auditing apply.
| Pitch CPQ | Typical standalone CPQ | |
|---|---|---|
| Where it runs | Inside Dynamics 365 on Dataverse | Separate cloud platform |
| Product catalog | Your existing product table, mapped | A second catalog, synchronised |
| Integration | None required | Middleware, connectors and API tokens |
| Security | Your Dataverse roles and auditing | A separate user directory and permission model |
| Deployment | Managed solution from AppSource | Vendor-led implementation project |
| Quote output | Native Dynamics 365 quote lines | Pushed to CRM through integration |
No. It reads the product table you already maintain. You map the fields once in the Admin Console and Pitch CPQ uses your data as-is.
In your own Dataverse environment. Pitch CPQ adds a small set of configuration tables; nothing leaves your tenant.
It is designed for the Quote form and can also be placed on the Opportunity form. It creates native quote lines on the related quote.
For each currency you define a price field and a tax percentage. The Configurator detects the quote's transaction currency and applies the matching settings automatically.
Yes. Product groups are defined with OData filters or FetchXML, and sellers filter the catalog by those groups.
Yes. Multi-level BOMs are built and published in the Admin Console and expanded by the Configurator.
Save your changes and publish. A new versioned snapshot is created and the Configurator picks it up automatically.
Pitch CPQ is launching on Microsoft AppSource shortly. Waitlist members get first access, a guided setup session with the Nepheloapps team, and launch pricing.
We're weeks away from going live. Join the waitlist and we'll get you set up as soon as the listing is approved — ahead of general availability.
Tell us a little about your team and we'll be in touch with your access details. No newsletter — just launch news and your invite.
Thanks — we'll email you the moment Pitch CPQ is live on AppSource, with a link to book your guided setup.
Install the managed solution into your Dynamics 365 environment and start quoting today.
Get it on AppSourcePrefer a guided setup? support@pitchcpq.com