Managing a complex product portfolio across multiple sales channels is one of the toughest operational challenges in the energy sector. Price lists change. Promotions expire. Customers expect instant, accurate offers, whether they’re talking to a sales agent or clicking through a self-service portal at midnight.
That’s exactly the problem CPQ was built to solve. At the CURSOR Expert Sessions 2026, Frank Peper joined Thomas Schelhorn and the CURSOR team to walk through how Bit2win CPQ integrates seamlessly with CRMs to streamline complex offer processes in the energy sector.
You can watch the full session here: Watch the recording on Vimeo
What is CPQ and why does it matter?
CPQ stands for Configure, Price, Quote. At its core, it’s about three things:
- Configure: Define your products and services in a structured catalog, with attributes, bundles, compatibility rules, and channel-specific availability.
- Price: Apply dynamic pricing models: fixed rates, variable tariffs, external price lists, and time-limited promotions, all calculated at the moment of offer generation.
- Quote: Turn that configuration into a formal offer, a signed contract, and a structured order that feeds directly into your billing system.
What makes CPQ distinct from a standard CRM or billing module is the combination of flexibility and control. A Rule Engine defines who can sell what, where, and under which conditions. Promotions fire automatically based on product combinations. And all of this happens in real time, as the sales agent or the customer interacts with the interface.
CPQ as a complement to CRM, not a replacement
One question we hear often: “My CRM already handles quotes. Why would I add a CPQ layer?”
It’s a fair question. CRM systems are excellent at managing customer relationships, campaigns, and service workflows. But when it comes to dynamic pricing, multi-product bundling, and complex rule-based offer generation, they tend to hit their limits. This is especially true in industries like energy, telecoms, or manufacturing, where product catalogs are large, frequently updated, and highly configurable.
At Bit2win, we think of CPQ and CRM as complementary. The CRM drives the customer journey and keeps all interactions in one place. The CPQ takes over the moment a quote needs to be built, and hands back a clean, structured result (offer, order, contract) that the CRM can then process downstream.
This is exactly how our integration works: data flows continuously between the two systems, ensuring consistency and eliminating redundant data entry.
What we demonstrated: two live scenarios
During the session, two members of the Bit2win team walked through two concrete examples.
Scenario 1: Sales agent building an offer from the catalog
The first demo showed a sales agent navigating a live CPQ environment. Starting from a structured product catalog organized by category and sub-category, the agent selected an electricity contract and configured it step by step:
- Switching the payment method from credit card to direct debit removed an automatic surcharge from the calculation.
- Adding an estimated monthly consumption triggered a real-time cost estimate.
- Selecting a gas boiler alongside a gas supply contract automatically applied a 10% promotional discount, because the two products were linked by an active promotion rule. Removing the gas contract immediately reversed the discount.
- A combined Telco and Utility example showed an internet connection with a €49 connection fee. Adding a power supply contract reduced that fee to zero, as defined by a cross-product promotion.
Every change recalculated the offer instantly. No manual adjustments. No risk of applying the wrong price.
Scenario 2: End customer completing a self-service contract extension
The second demo used the live production system of our shared customer Italia Gas & Luce, a real deployment integrating Bit2win CPQ with a CRM.
An existing customer logged into the customer portal to add a second supply contract for a new metering point. Because his personal data was already available in the CRM, the CPQ skipped straight to the supply configuration step. He entered the technical details, confirmed a new bank account (pre-filled from an existing contract in the CRM), reviewed all data in a summary screen, and submitted.
What happened next, in sequence:
- All data was transferred from the CPQ back to the CRM, creating a new supply contract.
- A 40-page contract document was generated automatically, including all general terms and conditions and the contract-specific data.
- The customer signed digitally via OTP (SMS-based, using an integrated e-signature solution).
- He received the signed contract by email.
- Back in the CRM, his account immediately reflected both supply contracts, including the generated documents and digital signature metadata.
The entire process, from portal login to signed contract, took a few minutes, with no manual intervention from a back-office team.
Why this matters for the utility sector
The energy market is under constant pressure. Regulatory changes, margin compression, and rising customer expectations are pushing utilities to digitize their sales and contract processes faster than ever.
CPQ addresses several pain points that are specific to this context:
Dynamic product catalogs. Energy tariffs change frequently. A CPQ system allows product managers to update prices, add promotions, and publish new products without requiring IT intervention, and with built-in approval workflows to ensure quality control.
Multi-channel consistency. The same catalog and the same rules apply whether a customer is being served by a call center agent, a field sales representative, a comparison portal, or a self-service interface. This eliminates the inconsistencies that often arise when different channels use different tools or price lists.
Contract lifecycle management. CPQ is not only for new customers. Tariff changes, contract renewals, supply extensions, and cancellations can all be managed through the same system, triggering the appropriate downstream processes in billing and CRM.
Measurable ROI. In the deployments we have seen, CPQ reduces the time to complete an offer, decreases the error rate in contract data, and improves conversion at the point of signature. The process is faster, clearer, and less likely to stall.
What's next for Bit2win
We are currently expanding the platform with B2B pricing functionality for load profiles, supporting energy retailers that need to price interval data, run load forecasts, and generate customized offers for industrial customers. A time-series engine handles the underlying calculations, enabling accurate and traceable pricing for complex demand structures.
Interested in learning more?
If you work in energy retail, telecoms, or any sector where product complexity makes offer management challenging, we’d be glad to explore whether Bit2win CPQ could make a difference for your setup.
Watch the full CURSOR Expert Session recording here: https://vimeo.com/1191891010/1ebc32b650
Or get in touch directly! We are always happy to walk through a specific use case.