Price It. Configure It.
Quote It. Approve
It.
A guided quoting workspace for complex products, pricing playbooks, and partner deals.
• Product Category = Broadband / VPN
• Enforce Margin Floor >= 60%
Your Revenue Problem Was Created at the Quote Stage.
Every deal your team quotes manually is a deal that could stall, reprice, or close wrong. Every partner who can’t find your catalog is a sale that doesn’t happen. The damage is done here — long before finance sees the numbers.
Quoting Takes Too Long
A sales rep is working a competitive deal. To build the quote they pull pricing from a spreadsheet, check discount approval over email, manually calculate recurring and one-time charges, and wait two days for finance sign-off. The prospect goes quiet. The deal slips.
Sales momentum dies in manual back-and-forth. Cycle times stretch. Win rates drop.
Margins Leak Before the Quote Goes Out
Sales applies a 20% discount because they always have. No one flags that this deal has custom one-time charges, a ramp schedule, and a co-term that changes the effective margin. The quote goes out clean. The margin doesn’t.
Pricing exceptions and uncontrolled discounts erode deal profitability before billing ever starts.
Partners Can’t Sell What You’ve Built
A reseller partner wants to quote a mid-market customer. They don’t have access to your updated product catalog. They’re working from a PDF price list that’s three months old. They quote the wrong bundle. The deal closes at the wrong price — or doesn’t close at all.
Partners without the right catalog and tools sell less, price wrong, and create downstream billing disputes.
Commissions Get Disputed. Partners Get Frustrated.
The deal closes. The partner expects their commission. Your team runs a manual calculation at month-end, applies the wrong tier, and issues a correction two weeks later. The partner raises a dispute. The relationship erodes.
Manual commission processes burn partner trust and create administrative overhead that scales with every deal.
One Quote Pillar. Two Selling Motions.
OneBill’s Quote pillar is built for the way complex businesses actually sell, through a direct sales team and through partners. CPQ360 governs the direct motion: guided selling, margin control, approvals, and billing-ready handoff. Channel360 governs the partner motion: tailored catalogues, white-label billing, and automated real-time commissions. Both run inside a single platform. Both feed directly into Billing360 downstream.
Revenue Starts Here. Make Sure It's Governed.
CPQ360 and Channel360 are woven into every stage of the Quote pillar. For direct sales: guided flows protect the commercial model from intake to signature. For partners: tailored catalogs, white-label tools, and automated settlements remove every barrier between partner and closed deal.
Copilot and Autopilot run through both motions. Copilot guides sellers through intake, pricing checks, and approval routing — your team confirms every step. Autopilot executes the rules-based work: margin checks, approval triggers, billing handoff, and commission settlement the moment a deal closes. Your team stays focused on the relationship, not the spreadsheet.
Guide the Seller
Copilot guides sellers through a governed quote flow — from AI-assisted intake to branded proposal. Start from a prompt, clone an existing quote, upload a CSV, or build manually. Copilot structures the intake, recommends products, and flags missing context before the quote advances. Every path leads to a structured, billing-ready output.
- AI-assisted quote starts: turn a brief or prompt into structured intake
- Guided steps for location, product selection, line items, and review
- Clone existing quotes or bulk upload via CSV for faster repeat deals
- Branded proposal and quote template generation with commercial terms
- eSign integration: send for signature, track acceptance, prepare for handoff
Sales reps spend less time building quotes and more time closing deals.
Control Pricing and Margins
Every deal has a pricing story. CPQ360 makes that story visible at line-item level — recurring charges, one-time fees, discounts, taxes, ramp schedules, and margin — before the quote leaves sales.
- Line-item transparency: unit price, discount, margin %, recurring and one-time amounts
- Pricing playbooks for recurring, one-time, hybrid, tiered, ramp, CPI, and coupon models
- Shared margin view for sales, deal desk, and finance before quote is sent
- Quote-level and line-item discount governance with configurable guardrails
- Contract context captured in the quote: term, end-of-term action, payment terms
Margin leakage stops at the quote stage, not after the invoice goes out.
Govern Approvals and the Quote Lifecycle
From first draft to signed order, CPQ360 keeps the entire quote trail visible and controlled. Autopilot routes approvals automatically based on your rules — discount thresholds, margin exceptions, non-standard terms. Your team reviews and confirms. Nothing stalls invisibly.
- Configurable approval workflows for discounts, margin exceptions, and non-standard terms
- Delegated approvals with full lifecycle visibility and notification
- Pipeline view: track every quote by stage — draft, in review, with customer, approved
- Controlled revisions with quote versioning — no lost history
- Clean order handoff to billing: no re-keying, no downstream data errors
Every deal moves through a governed process. Nothing stalls invisibly. Nothing closes wrong.
Equip Your Partners to Sell
Channel360 gives each partner their own tailored product catalog, white-labeled portal, and the tools to configure and quote your products independently — without calling your sales team.
- Define unique product mixes, pricing, and incentive structures per partner
- Allow partners to add their own products and services to their catalog
- White-labeled partner portal for catalog management and quoting
- Multi-tier partner hierarchy management within a single organizational instance
- Partner-specific invoice templates with their own branding, currency, and tax rules
Partners quote accurately and independently. Channel revenue scales without headcount.
Automate Commissions and Settlements
Commission disputes kill partner relationships. Channel360 eliminates them. Rules are set once — fixed, percentage, or revenue share. Autopilot runs the calculation the moment a deal closes and settles in real time. No month-end spreadsheets. No disputes.
- Flexible settlement models: fixed cost, revenue share, profit share, agent cost
- Automated commission calculations based on predefined rules — percentage or dollar amount
- Real-time commission settlement with full payment tracking
- Transactional data accessible and exportable via dashboard
- Holistic channel reporting: lead to fulfillment, performance by partner, by period
Partners get paid accurately and on time. Disputes disappear. Channel relationships strengthen.
Hand Off Clean to Billing
The Quote stage only matters if what follows it is accurate. Both CPQ360 and Channel360 are built inside OneBill — which means quoted terms, prices, and contract details flow directly into Billing360 without re-keying, reformatting, or reconciliation.
- Quoted products and prices stay connected through fulfilment and order processing
- Billing-ready handoff: no data re-entry, no downstream interpretation errors
- Contract terms captured at quote stage flow directly into billing lifecycle
- Subscription, one-time, and usage-based charges all carry through intact
- Native integration across the full Q2C2C platform — Quote feeds Cash feeds Care
What was quoted is what gets billed. Zero translation loss between sales and revenue.
Connect to Your CRM and Sales Stack
CPQ360 and Channel360 plug into the tools your sales team already uses. CRM opportunity data flows in to seed the quote. Signed contracts flow out to your CLM. Your existing stack does not get replaced — it gets connected.
- CRM integration: Salesforce and HubSpot feed account, opportunity, and deal context directly into CPQ360
- eSign integration: DocuSign sends quotes for signature, tracks acceptance, and prepares clean terms for handoff
- CLM handoff: signed contract terms passed to your contract repository with full commercial context
- Channel ecosystem: connects to carrier and technology partners including Verizon, AT&T, Cisco, and Oracle NetSuite
- 100+ integration partners available via OneBill open API ecosystem
Your sales team works in the tools they know. CPQ360 and Channel360 work with them.
Build and Automate with Open APIs
OneBill's headless REST API layer sits above the entire Quote pillar. Every capability — product configuration, pricing, approvals, partner management, commissions — is accessible via API. Build custom workflows, connect internal systems, or power agentic AI workflows that execute quotes without a human in the loop.
- Full REST API coverage across CPQ360 and Channel360 capabilities
- Headless quoting: agents and external systems can initiate, configure, and submit quotes programmatically
- Webhook support for real-time event triggers — quote created, approved, signed, handed off
- Plugin ecosystem for leading CRM and SaaS billing systems, expanded quarterly
- Built for the agent era: API-first architecture supports AI-driven quote workflows natively
Quote workflows run the way your business runs — automated, integrated, and agent-ready.
Real Results from Real Customers
A mid-market UCaaS provider was managing 40+ reseller partners through spreadsheets, email price lists, and manual commission calculations at month-end. Partners were quoting inconsistently. Commission disputes were running 3–4 per month. The sales team was spending two days a week on partner support instead of closing direct deals.
The real problem: partners had no reliable way to configure and price independently. Every quote required a call to the internal team. Commissions were calculated manually from deal logs. Errors were inevitable.
With Channel360: Partners received tailored catalogs and a white-labeled portal. Commission rules were configured once. Settlement ran automatically from deal close. Partner support calls dropped significantly. Commission disputes went to zero. The direct sales team recovered two days a week.
"OneBill platform gives our reseller partners a digital first solution… making them efficient and profitable."
OneBill Quote Is the Revenue Starting Line
CPQ360 and Channel360 are not standalone quoting and partner tools. They are the Quote pillar of OneBill's Q2R2C platform — where the commercial model is set, governed, and handed off cleanly to everything that follows.
When Quote works, Cash works. When Cash works, Care works. One platform. Zero handoff gaps. Zero revenue leakage.
Quote is where revenue is defined.
Get it right here and
Cash collects cleanly. Care retains it with full billing context.
Explore the Full Platform
Recurring billing, usage-based billing, subscription management, revenue assurance, and recognition. Everything your finance team needs from quote close to cash collected.
Support, field service, and professional services — all with full visibility into the billing and subscription context set at the Quote stage.
Frequently Asked Questions
Frequently asked questions about configure-price-quote (CPQ) automation, partner commissions, and native quote-to-billing workflows with OneBill's Quote platform.
Most CPQ tools stop at the signed quote. CPQ360 is built inside OneBill's Q2C2C platform, which means quoted terms, pricing, and contract details flow directly into billing without re-keying. There's no handoff gap between sales and revenue. Salesforce CPQ requires a separate billing system and custom integration to close that gap. CPQ360 closes it natively — guided selling, margin governance, approval workflows, and billing-ready handoff in one platform. It also supports AI-assisted quote starts via Copilot, and full headless API access for teams that want to embed quoting into agent or custom workflows.
Yes. CPQ360 supports recurring, one-time, usage-based, tiered, ramp, CPI-adjusted, discount, coupon, and hybrid pricing models within a single quote. Pricing playbooks let you define rules once and apply them consistently across the sales team. Line-item margin visibility shows the impact of every pricing decision — recurring amount, one-time charges, taxes, and discounts — before the quote goes out. For telecom, SaaS, IoT, and utility companies with complex pricing structures, CPQ360 handles the full model natively without custom configuration.
Channel360 automates the full partner commission lifecycle. Commission rules are configured once — fixed cost, revenue share, profit share, or agent cost models. Calculations run automatically the moment a deal closes. Settlement happens in real time, not at month-end. Each partner gets a tailored product catalog, white-labeled invoicing with their own branding and currency, and a self-service portal to configure and quote independently. Multi-tier partner hierarchies are managed within a single organizational instance, so you can govern a network of resellers, agents, and distributors without building separate systems for each.
AI is woven into both CPQ360 and Channel360 through Copilot and Autopilot. In CPQ360, Copilot assists with quote intake — a seller can paste a brief or prompt and Copilot structures it into a quote, pre-populating products, locations, and pricing. Copilot also surfaces margin alerts and recommends approval routing based on deal parameters. Autopilot handles rules-based execution: approval triggers, billing handoff, and order processing once the human confirms. In Channel360, Autopilot runs commission calculations and real-time settlement automatically on deal close. The human stays in control of decisions; AI handles the execution.
Yes. OneBill's headless REST API layer sits above the entire Quote pillar. Every CPQ360 and Channel360 capability — product configuration, pricing, approvals, partner management, commission calculations — is accessible via API. This means quoting can be embedded into your CRM, triggered by an AI agent, or integrated into a custom sales portal without requiring the OneBill UI. Webhook support enables real-time event triggers — quote created, approved, signed, or handed off to billing. For teams building agentic AI workflows, CPQ360 and Channel360 are designed to operate as execution layers that agents can call programmatically.
CPQ360 and Channel360 are built for companies with complex products, recurring revenue models, and multi-channel selling motions. Core verticals include telecom and UCaaS (multi-location installs, carrier bundles, reseller channels), SaaS and GenAI platforms (seat-based, usage-based, and hybrid pricing), media and entertainment (subscription and advertising revenue), utilities (consumption-based billing with rate structures), and IoT and logistics (device plus service bundles, usage tiers). The platform is vertical-agnostic at its core — pricing playbooks, partner structures, and billing handoff are all configurable without custom development.
Revenue leakage at the quote stage has four root causes: uncontrolled discounts, partner pricing errors, approval gaps, and quote-to-billing translation loss. CPQ360 addresses each directly. Margin governance gives sales, deal desk, and finance a shared view of list price, applied discounts, and margin impact before the quote goes out. Approval workflows route discount and non-standard term exceptions through governed paths — nothing slips through. Quote terms flow directly into Billing360 without re-keying, eliminating translation errors. Channel360 closes the partner leakage gap — partners quote from a governed catalog, and commissions settle automatically from the same data.
Yes. CPQ360 integrates with Salesforce and HubSpot — CRM opportunity and account data seeds the quote automatically, eliminating manual re-entry. DocuSign integration handles eSign: quotes are sent for signature, acceptance is tracked, and signed terms are prepared for downstream handoff. CLM integration passes contract terms to your contract repository with full commercial context. For channel partners, Channel360 connects to carrier and technology ecosystems including Verizon, AT&T, Cisco, and Oracle NetSuite. OneBill's open API and plugin ecosystem supports 100+ integrations, with new connectors added quarterly.