ClickUp

What is CPQ?

CPQ stands for Configure Price Quote. It is a software application used by businesses to quickly and accurately generate quotes or proposals for products or services that can be customized to meet a customer's specific needs. The software allows sales teams to configure products, calculate prices, generate quotes, and even send proposals to customers in real-time.

What is ClickUp?

ClickUp is a cloud-based project management tool that helps you streamline workflows, collaborate with your team, and organise shared tasks so you never miss an update. It is highly customisable to fit your business processes, packed with powerful features, and provides full visibility over your ongoing projects. ClickUp adapts to your needs, ensuring efficiency and productivity.

SalesRoller Logo

Features That Will Make Your Life Easier

Screenshot of Client Account Summary
Multitask Toolbar

In the Multitask Toolbar you can assign tasks, change statuses, update due dates, or apply bulk edits. This feature reduces repetitive work and ensures that updates are made efficiently across your projects.

Reports

ClickUp’s reporting tools provide detailed insights into your team’s progress, workload, and efficiency. Custom dashboards let you track key metrics, monitor project timelines, and identify bottlenecks before they become issues.

AI (ClickUp Brain)

ClickUp’s AI-powered assistant, ClickUp Brain, helps automate repetitive tasks and provides smart suggestions to enhance productivity. AI can generate task summaries, draft content, and even offer insights based on your project data.

Whiteboards

The Whiteboards feature is a visual workspace where teams can brainstorm, plan projects, and map out ideas collaboratively. Think of it as a digital whiteboard that allows for real-time team input, sticky notes, mind maps, and freehand drawings.

Templates

ClickUp offers pre-built templates to help you get started quickly. But the real power lies in saving your own templates. Whenever you set up a process that works, you can turn it into a reusable template. This means that every time you start a new project or onboard a client, you can apply your saved template instantly, ensuring consistency, efficiency, and no wasted time recreating workflows from scratch.

Why Collaborate with optimate.me on your ClickUp setup?

At optimate.me, we don’t just use ClickUp—we live in it. We know the platform inside out, from its most powerful automation capabilities to the smallest workflow tweaks that make a big difference.

More importantly, we specialise in software and business processes, so we don’t just set up ClickUp we design it to fit your business needs. Our team will walk you through all the possibilities, ensuring ClickUp is configured to streamline your workflows, automate repetitive tasks, and optimise team collaboration.

Talk to an expert
Our Software Partners