Book a Development & IT Consultation with Sergey G. | Upwork

Development & IT Consultation with Sergey G.

4.9 · 136 reviews

I help companies design, evaluate, and improve CPQ (Configure, Price, Quote) and sales automation systems.

During the consultation, I can help you:

– define CPQ requirements based on your sales process
– design pricing logic, discount rules, and approval workflows
– choose between custom CPQ vs existing solutions
– integrate CPQ with CRM, ERP, invoicing, and reporting tools
– identify bottlenecks in your current quoting or pricing process
– estimate implementation scope, timeline, and budget

This consultation is useful for founders, sales leaders, RevOps, and product teams who need a clear, practical plan — not generic advice.

Get personalized advice on:

AI & Machine Learning AI Integration Data Analysis & Reports Ecommerce Development Web Programming quote generation project proposal sales consulting sales automation pricing automation

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About Sergey

CPQ Specialist | Salesforce CPQ | Oracle CPQ | Apttus CPQ

100% Job Success

4.9 (136 reviews)

Warsaw, Poland - 5:41 pm local time

Helping manufacturing and industrial teams build scalable CPQ, quoting, pricing automation, quote generation, proposal generation, and quote-to-cash systems that actually work in real sales operations.

Experience working with CPQ platforms including Salesforce CPQ, Revenue Cloud, Oracle CPQ, Apttus CPQ, custom product configurators, and pricing automation solutions.

Verticals: industrial equipment, HVAC & mechanical contractors, contract manufacturing, building materials, engineered products, custom assemblies, field services.

Where I've helped:

Spreadsheets → structured quoting & pricing automation

Moved pricing logic, product configuration rules, pricing configuration, quote generation processes, and approval workflows out of Excel into scalable CPQ and quote management systems sales reps can actually use without breaking pricing.

Homegrown tools → maintainable quote-to-cash systems

Preserved existing business logic while removing single-developer dependency and improving maintainability, quoting workflows, sales operations visibility, CRM automation, and RevOps processes.

Document builders (PandaDoc, Qwilr) → automated proposal generation

Connected configuration, pricing engines, CRM data, Salesforce CRM, and ERP systems so quotes, proposals, SOWs, and sales documents generate automatically from rules instead of manual assembly.

Heavy CPQ (Salesforce CPQ, Oracle CPQ) → right-sized implementation

Simplified existing CPQ setups, pricing workflows, quote generation processes, product configuration models, and product configurators — or replaced overengineered systems with tools that better match how the sales team actually sells.

Quote-to-cash workflow setup end-to-end

Quotes → proposals → contracts → e-sign → sales orders → fulfillment

Built full document automation flows with branded proposal generation, contract generation, approval routing, e- sign integration (DocuSign, PandaDoc, native e-sign), and downstream Sales Order / Purchase Order automation.

Approved quotes flow directly into fulfillment without manual re-entry, duplicate data entry, pricing mismatches, or version control issues between sales and operations.

Experience with:

CPQ, Configure Price Quote (CPQ), Salesforce CPQ, Revenue Cloud, pricing automation, pricing configuration, proposal automation, sales quoting, quote generation, proposal generation, RevOps workflows, Quote to Cash (QTC), sales document automation, CRM automation, Salesforce CRM, Salesforce Sales Cloud, product configuration, approval workflows, contract management, ERP/CRM integration, API integration, subscription pricing, dynamic pricing, sales operations, and quote-to-cash processes.

Not sure where to start? Send a quick overview of your current quoting process, pricing workflow, quote generation process, CPQ implementation, or proposal generation setup — I’ll take a look and share what I’d improve, no commitment required.

What to expect

Schedule the consultation

Choose from the freelancer’s available days and times.

Get advice for your custom needs

Share details about your project and what you want to talk about. The freelancer will review and reach out if they have questions.

Join the Zoom meeting

1-on-1 meeting with the freelancer to discuss your needs and project.

Approve the work

The freelancer will finish up the documents you asked for and send them to you for approval:

Before the consultation

Here’s what Sergey will need to know before you meet

Tell me about yourself and what you want to talk about
Please provide an email to send materials to after the consultation

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Successful consultation, Sergey prepared a detailed visual aid to assist in resolving my problem, Sergey kept focus on the objectives of the consultation