Properti2025
Not buying CPQ
The obvious move was to buy CPQ. We already owned the pieces.
The situation
Sales team was quoting manually. Spreadsheets, emails, follow-ups. The obvious move was to evaluate CPQ vendors.
The obvious move
Buy PandaDoc or DocuSign. Problem solved in a quarter.
What I did instead
Looked at what was already in the building. Stripe and HubSpot had been core to the business for five years. Both were being underused. Built the quote-to-pay flow myself using what already existed.
What happened
End-to-end system in production. No new vendor, no retraining, no data migration. The CFO didn't have to learn a new tool. The sales team didn't have to retrain.