
AI Sales Transformation Lessons from Thoughtworks
The real work behind overhauling a global professional services sales org

By Uma Manivannan
Provus CPQ Express is a services quoting software built for professional services teams that need guided, accurate, standardized, and margin-aware quotes. Created by Provus, it handles the full quoting lifecycle: scope structuring, resource role assignment, phase-based pricing, approval workflows, and client-ready PDF output. If your quoting process still runs on spreadsheets and email chains, CPQ Express is built for you.
A services quote is not the same as a product order.
You’re working with multiple resource roles at different billing rates across locations, project phases that span quarters, add-on services, discount structures that need sign-off, and a chain of reviewers who all have opinions.
Most teams resolve this the only way they know how. Build a spreadsheet. Attach it to the opportunity. Email it around. Hope no one edits the wrong version—which someone always does. By the time the quote reaches the client, you’ve lost days and have no way of objectively telling whether it’s underpriced or overpromised.
Some turned to enterprise CPQ solutions.
But, for most small and mid-sized services teams, enterprise CPQ presents an impossible tradeoff: months-long implementation, dedicated consultants, and enterprise pricing.
Many of the partners we were talking with knew our enterprise platform well. They’ve seen what it could do. And almost every one of them said some version of the same thing: “It’s simply an overkill for where we are”.
On the other hand, they didn’t want to go back to building quotes in Excel. They knew the cost of it. Underpricing deals because no one protected the margins before the contract went out. Finding out at kickoff that the delivery doesn’t have the capacity to deliver.
So, we built Provus CPQ Express. An AI-powered quoting platform for growing sales and services teams.
No lengthy implementation, self-serve setup, lightweight pricing, and a guided quoting experience that helps small teams operate with the consistency and accuracy of organizations four times their size. Up and running in hours, not months.
Most tools that claim AI only offer a smarter search bar or a pre-filled template. The AI in CPQ Express is different because instead of just suggesting, it acts. It’s a quoting co-pilot.
Imagine typing this into CPQ Express: “Create a three-phased digital transformation engagement for Acme Corp, discovery in Q1, build in Q2-Q3, and a launch phase with a PM in Q4”.
That prompt generates a complete quote structure, with phases, date ranges, resource roles, and line items, all ready to review and adjust. From there, you can refine it using natural language:
The AI structures and guides the quote, while you stay in control of every detail. And as more deals move through your pipeline, the recommendations sharpen. Over time, it starts acting like your best sales and quoting experts.
Every quote in CPQ Express is structured like a project plan. Work is organized into phases, each with its own timeline and components. Within each phase, you can add resource roles, products, add-on services, and milestones.
A built-in Gantt-style timeline gives a clear visual of the full engagement scope, and is also useful for internal sign-off and for clients reviewing the proposal. Discounts can be applied at the quote level, the phase level, or on the individual line item. Flexible, but always controlled.
Once a quote is ready, it moves through a structured workflow—submitted, approved, rejected, or recalled—with every action tracked and a full audit history behind it. When finalized, a configurable PDF export produces a polished, client-ready proposal in seconds.
With Provus Express CPQ, you’re no longer wasting hours on manual formatting, stitching across documents, or chasing approvals across Slack threads and emails.
Your feedback shaped every feature in CPQ Express
Provus CPQ Express grew from months of private demos, real quoting scenarios, and direct feedback from services teams. The phase-based structure, the AI quoting assistant, the approval workflow, and even the terminology customization option—all exist because a real team hit a real wall, and we were in the room when it happened.
The teams using CPQ Express today are already doing something that wasn’t possible before: they know exactly how a deal will impact profitability before it’s sold. Margin leakage that used to be invisible is now caught before the contract goes out. Quote cycles that dragged across weeks and months now close in hours or days.
What comes next is built on that foundation. Deeper AI that automates more of the quoting process end-to-end. Integrations with the CRM and financial systems services teams already run on, connecting quote data directly to revenue and delivery. Advanced reporting that gives finance and operations real visibility into deal structure in real time.
Start your free trial or book a product demo to see what quoting looks like when it’s built exactly for how services teams actually work.
The real work behind overhauling a global professional services sales org
Provus integrates with Kantata SX to connect quoting, forecasting, and delivery—giving services teams one continuous workflow from sale to delivery.
For service organizations, it’s crucial to eliminate margin leakage and streamline processes for real-time operational clarity.