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3 NetSuite CPQ Field Notes From 2025 + A Quick Health Check For 2026

2025 was a busy year for teams looking to maximize their use of NetSuite CPQ.

A consistent pattern emerged in our projects and partner collaborations. The real question was not, “Did we add more features?” but rather, “Did NetSuite CPQ actually become easier to use?”

Here are three brief field notes from this year, along with a simple health check you can reuse as you plan for 2026.

1. From Days to Same-Day NetSuite CPQ Quotes

A manufacturer approached us because NetSuite CPQ was taking days to generate quotes, leading to representatives avoiding the tool.

  • Quotes were slow.
  • Sales representatives were bypassing the tool when they were busy.
  • Finance was correcting pricing after the fact.

We implemented a few targeted changes:

  • Cleaned up pricing logic to align with how deals are actually structured.
  • Simplified configurator rules to reduce friction for representatives.
  • Eliminated hidden approval blockers that created unnecessary delays.

As a result, quotes were sent out in under an hour, and finance experienced significantly fewer pricing corrections. NetSuite CPQ became the default method for quoting, rather than something to be circumvented.

2. NetSuite CPQ as a Reason to Say Yes

In a competitive NetSuite deal, NetSuite CPQ emerged as the primary concern.

The partner involved us early in the process. We demonstrated how NetSuite CPQ would manage the customer’s actual products, pricing, and approvals in phase one, while also identifying areas where scope required guardrails.

With the risks clearly outlined and a defined rollout path established, NetSuite CPQ transformed from a point of uncertainty to a key reason the customer felt confident moving forward with the signing.

3. Fix NetSuite CPQ First, Rebuild Only if Needed

Several teams we spoke with were prepared to rebuild NetSuite CPQ from scratch.

However, upon closer examination, a different picture emerged:

  • The logic mostly worked, but only one admin could maintain it.
  • Quoting relied on Excel for communication between Sales and Operations.
  • Performance issues caused users to avoid the tool on busy days.
  • The setup had drifted away from the current sales practices of the business.

A focused cleanup of rules, flows, and performance provided a NetSuite CPQ setup that could function for the next few years without a complete reimplementation. The budget that would have gone toward a rebuild could then be allocated to other priorities.

A Simple NetSuite CPQ Health Check for 2026

Use the following questions with your team as you prepare for next year:

  • Can more than one person safely change NetSuite CPQ rules and explain their purpose?
  • Do quotes transition from Sales to Operations with minimal manual rework or reliance on off-system spreadsheets?
  • Is NetSuite CPQ fast enough that users are satisfied even when they are in a hurry?
  • If you introduce a new product line or pricing model in 2026, will NetSuite CPQ accelerate your process or hinder it?

If you answer “not sure” to one or more of these questions, it typically indicates a maturity issue in the implementation rather than just a platform problem.

If a brief NetSuite CPQ health check would help you determine whether to fix or rebuild your system, please contact us at hello@rilecpq.com and share a few lines about your current setup.

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