CPQ FOR DISTRIBUTORS & MANUFACTURERS

Launch a branded quote portal with AI-powered pricing in days, not months.

Catalyst combines guided selling playbooks, dynamic pricing rules, and Catalyst CPQ Assistant–backed insights so reps quote faster while leadership protects margin in real time. Invite customers into a glassmorphic portal, trigger workflows through Zapier or webhooks, and close deals without the bloat of legacy CPQ.

Realtime signals

Average approvals

3m 18s

Portal invites live

126

Revenue under protection

$82M

Customer Portal

demo.catalystcpq.io

Live

Invites sent

612

Approvals

92%

Blue Ridge ContractorsApproved quote
2m ago
Summit FabricationOpened portal
14m ago
Axiom ControlsRequested change
21m ago

Quote workflow

Customers receive a branded portal invite with embedded AI suggestions, configurable approval deadlines, and an auditable timeline. Every action sends real-time updates to Slack, HubSpot, or your ERP via Zapier/webhooks.

Connect Catalyst via REST webhooks + Zapier

ZapierLive · Webhooks
SlackLive · Webhooks
HubSpotWorkflow via API
SalesforceComing Soon
NetSuiteComing Soon
QuickBooksComing Soon

Security + compliance

SOC 2 Type II
GDPR Ready
99.9% Uptime
SSO + SCIM
AES-256 Encryption

Product snapshots

Show your team exactly what they get on day one.

Smart approvals + Catalyst CPQ Assistant

Quote Builder

Guided bundles, AI coach marks, and live margin guardrails.

Tenantdemo.catalystcpq.io
Reeves IndustrialDraft

AI assistant: bundle Copper Pipe kit + valves

Margin Guard

Floor 32% • Target 38%

+39%

Approvals Timeline

  • • Customer viewed via portal (2m ago)
  • • Email reminder scheduled for 4:00 PM
  • • Slack webhook posted to #rev-ops

Telemetry + compliance in one view

Revenue Dashboard

Live status by tenant, approval SLA, and margin leakage alerts.

Tenantdemo.catalystcpq.io
Reeves IndustrialDraft

AI assistant: bundle Copper Pipe kit + valves

Margin Guard

Floor 32% • Target 38%

+39%

Approvals Timeline

  • • Customer viewed via portal (2m ago)
  • • Email reminder scheduled for 4:00 PM
  • • Slack webhook posted to #rev-ops

Bulk import + inline edits

Catalog Workspace

Multi-tenant catalog with product families, pricing tiers, and quick edits.

Tenantdemo.catalystcpq.io
Reeves IndustrialDraft

AI assistant: bundle Copper Pipe kit + valves

Margin Guard

Floor 32% • Target 38%

+39%

Approvals Timeline

  • • Customer viewed via portal (2m ago)
  • • Email reminder scheduled for 4:00 PM
  • • Slack webhook posted to #rev-ops

Self-service approvals

Customer Portal

Glassmorphic buyer experience with approvals, files, and Dropbox Sign.

Tenantdemo.catalystcpq.io
Reeves IndustrialDraft

AI assistant: bundle Copper Pipe kit + valves

Margin Guard

Floor 32% • Target 38%

+39%

Approvals Timeline

  • • Customer viewed via portal (2m ago)
  • • Email reminder scheduled for 4:00 PM
  • • Slack webhook posted to #rev-ops

Deep dive

Slide between the workflows you care about.

QUOTE BUILDER

Guided selling with Catalyst guardrails.

Bundle kits, enforce margin floors, and trigger approvals with contextual AI suggestions.

Impact: +52% faster approvals

  • AI coach surfaces cross-sells based on cart contents
  • Per-tenant approval windows and expiry deadlines
  • Slack + email reminders when customers stall

Capability stack

Everything needed to defend margin.

LIVE • AI • AUTOMATION • ANALYTICS

Quote Intelligence

Guided CPQ Playbooks

Dynamic questions, smart bundles, and approvals that flex per customer tier.

Pricing Ops

Volume + Margin Rules

Centralize complex price logic with approval windows, floor protection, and net-new promos.

AI Assist

Catalyst CPQ Assistant

Powered by Anthropic Claude for bundle suggestions, SKU search, and contextual coaching.

Connected Stack

Zapier + Webhooks

Connect Catalyst to HubSpot, NetSuite, or custom ERPs via REST webhooks and Zapier actions.

Interactive demo

Build a quote in 90 seconds.

Watch reps configure complex kits, trigger approvals, and push Slack updates. The reviewer sandbox includes seeded data, AI assistant, and Dropbox Sign so you can click through every workflow.

Reviewer sandbox

Emailreviewer@catalystcpq.io
Passwordmargin-safe-2025
  • Configure a KIT + approval rule, then send a Slack alert.
  • Trigger Dropbox Sign from the customer view.
  • Watch the Catalyst CPQ Assistant surface cross-sells inside the builder.

3-minute walkthrough

Guided bundle creation, approval deadlines, Dropbox Sign capture, and Slack/Zapier updates in one flow.

What teams are saying

CPQ that feels like 2025, not 2005.

"Catalyst replaced our legacy CPQ, pushed AI upsells into every quote, and wrapped it all in a branded portal. Customers approve inside three minutes."

Maya Lopez

"Volume pricing combined with the Catalyst CPQ Assistant (powered by Claude) gives reps guardrails without killing velocity. Approvals post to Slack/HubSpot through webhooks in real time."

Andre Patel

"Catalyst shipped with a reviewer sandbox, webhook workflows, and Dropbox Sign built in. Our ops team finally has telemetry on every quote."

Whitney Chen

Pricing preview

Choose the runway your team needs.

Plan

Starter

$1,497 / setup

1 tenant • 1 seat • AI starter pack

Request Access

Professional

$2,997 / setup

5 seats • premium branding • webhooks

Book Demo

Enterprise

Custom

Unlimited tenants • SSO • dedicated env

Talk to Sales
Catalyst CPQ Assistant (Claude)
Branded Customer Portal
Advanced Pricing Rules
Webhooks & Zapier
Dropbox Sign E-Signatures
Custom Domain + SSO
Dedicated RevOps Partner

FAQ

Everything you need to know.

How fast can we launch?

Most teams launch Catalyst in days, not months. Our streamlined onboarding wizard lets you import products, set up pricing rules, and configure your branded portal without costly professional services or lengthy implementations.

Do you integrate with our CRM/ERP?

Catalyst exposes REST webhooks plus Zapier actions today so you can post events into HubSpot, Salesforce, NetSuite, Slack, or your own middleware. Native connectors for HubSpot and Salesforce are on the 2026 roadmap.

Is there AI or is it marketing fluff?

Catalyst ships with the Catalyst CPQ Assistant — powered by Anthropic Claude — for in-quote coaching, bundle suggestions, and natural language product search. The assistant is tenant aware and respects every approval/branding rule.

Ready to ship?

Let's launch Catalyst for your team.

We'll migrate your products, wire pricing rules, and configure the AI assistant around your playbooks. No bloated services contract.

Anthropic® and Claude® are trademarks of Anthropic PBC. Third-party names/logos are for reference only; integrations shown today connect through REST webhooks or Zapier actions unless otherwise noted.