Bill Barlas

Professional Headline

Bill Barlas proves that the most powerful CPQ implementations aren’t the ones with the most rules—they’re the ones that remove barriers between customer intent and deal closure. As co-founder of Quick2Bid, he’s spent over a decade solving one of B2B manufacturing’s most persistent challenges: how to sell complex, configurable products without complexity killing the sale.

Through his Value-First Commerce show, Bill demonstrates that commerce transformation isn’t about forcing business logic into system constraints—it’s about designing systems that multiply natural value flow from inquiry to order.

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Professional Background

The Journey to Quick2Bid

Bill’s CPQ journey began with a single plumbing company implementation using Blueprint CPQ (now Xait CPQ). That first project revealed a truth most vendors miss: organizations view CPQ as a technical tool when its real value is enabling faster, more confident deal closure.

After years consulting on CPQ implementations for companies ranging from mid-market to enterprise (some exceeding $1 billion in revenue), Bill recognized a pattern. Implementations were failing not because of platform limitations but because organizations approached CPQ from the wrong angle—forcing business logic into system constraints rather than designing systems around business logic.

This realization led to founding Quick2Bid in 2021 as a consultancy specifically focused on helping manufacturers and service companies implement CPQ solutions that actually solve their problems. In less than five years, Quick2Bid became known for elegant, practical CPQ implementations that reduce implementation timelines and improve user adoption.

Prior Experience at Zurn Industries

Before Quick2Bid, Bill led CPQ implementation at Zurn Industries, a water management industry leader, where he managed the full end-to-end implementation including product models, business rules, integrations, and testing. Starting as a Senior Business Analyst and progressing to Lead and then Manager roles, he architected CPQ solutions supporting digital specification and e-commerce environments.

This progression taught him that successful CPQ isn’t about building the most sophisticated configurator—it’s about enabling the right level of complexity for each use case.

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Areas of Expertise

Configure Price Quote (CPQ) Strategy & Implementation Specializing in manufacturing complexity: configured products, guided selling, business rules that enable rather than constrain

Product Data Architecture Data modeling for e-commerce, portal, and configurator environments where HubSpot (not ERP) owns the master of truth for selling

HubSpot Commerce Implementation Quote-to-cash processes, deal acceleration, and integration with CPQ platforms

Manufacturing Sales Processes Complex, multi-product configurations that require guided selling without overwhelming buyers

Guided Selling Engine Design Moving from rules-heavy configurators to user-friendly guided selling based on what customers actually want

Integration Architecture Connecting CPQ with ERP, CRM, and e-commerce platforms while maintaining data integrity and business logic

AI in CPQ Exploring how AI transforms CPQ implementation from rigid rule engines to intelligent configuration assistance

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Recognition-First Positioning: What Bill Sees That Others Miss

The ERP Trap

You inherited product data structures from ERP systems designed for operations and inventory, not sales. Bill recognizes the fundamental flaw: “The data is built for shipping, not for selling.” Every time your sales team struggles with configuration, it’s because you’re asking them to think like your warehouse instead of like your customer.

Rules Are a Crutch

When your team defaults to rules-driven configurators, they’re solving for edge cases instead of core use cases. Bill recognizes what kills adoption: “You’re creating barriers when you focus on the products instead of what the customer wants.” Every new rule you add makes the next deal harder to close.

The Complexity Paradox

Your products are complex, but that doesn’t mean your selling process needs to be. Bill recognizes the gap: The distance between “our system can do that” and “should it do that?” is where real value lives. Simple processes outperform complex rule engines.

Data Mastery or Data Prison

If sales doesn’t have a clear master of product data (and it’s not in HubSpot), configuration and quoting will remain broken. Bill recognizes the choice: You’re either mastering data to serve customers or imprisoned by data designed for operations.

The AI Disruption Nobody’s Preparing For

Traditional CPQ with rule engines is about to be disrupted. Bill recognizes the transformation: AI can understand customer intent and recommend configurations more naturally than rigid rules. The question isn’t if this changes your approach—it’s whether you’re ready when it does.

Speed = Trust

When quoting is fast and easy, deals close faster. When it’s slow, prospects lose confidence. Bill recognizes the truth: “86% of deals stall at some point during the sales process due to slowness in quoting.” Every delay in your quote process is a vote of no confidence in your customer’s eyes.

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The Value-First CPQ Framework

Bill developed this framework in collaboration with the Value-First Team to help organizations rethink CPQ implementation:

Core Principle

CPQ should enable faster deals and customer confidence, not create barriers to closing.

Three Pillars

1. Product Data Mastery HubSpot (not ERP) should be the master of product data for sales and customers. When sales teams access data designed for warehouse operations, they’re forced to translate between systems built for different purposes. Your CRM should own the selling truth.

2. Principle-Driven Configuration Move from rule-heavy systems to guided selling by product attributes. Instead of building rules for every possible configuration, design systems that guide customers through principles: “What problem are you solving?” not “Which SKU combination is valid?”

3. Value Acceleration Every configuration decision should move deals closer to closure. If a step in your CPQ process doesn’t accelerate value recognition, it’s friction that needs elimination.

Key Insight

“Why do we let ERPs designed for inventory management dictate how we sell? If sales is easier and the math works out, that’s what CPQ should enable.”

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Teaching Philosophy

Elegance Over Complexity

Bill’s approach to CPQ implementation prioritizes practical problem-solving over technical sophistication:

Simple configurations when possible Use HubSpot quotes for straightforward scenarios

Guided selling when complexity requires Help customers navigate choices without overwhelming them

Configurators only when absolutely necessary Reserve heavy rule engines for truly complex scenarios

Always start with questions, not rules “What questions are we asking?” not “What rules do we need?”

The 80/20 Principle in Practice

“Let’s solve the 80% case elegantly instead of building rules for the 20% edge cases.”

This isn’t about ignoring edge cases—it’s about refusing to let edge cases dictate the core experience. When organizations design for exceptions first, they make the common case uncommon.

Collaborative Problem-Solving

Bill doesn’t impose solutions—he works with clients to understand their actual business process before designing systems. This reveals whether the problem is truly technical or whether it’s a business process that needs redesigning before automation.

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Value-First Commerce Show

Show Focus: CPQ, commerce strategy, and enabling customer self-service in complex B2B selling

Publishing: Series format Co-host: Chris Carolan

Why This Show Matters:

Commerce transformation is where Value-First principles meet their greatest test. When selling complex, configurable products, organizations face a choice: build systems that control and constrain, or build systems that enable and accelerate. Bill’s show demonstrates how the latter approach creates sustainable competitive advantage.

Notable Episodes:

“Value-First CPQ: Designing Configuration Systems that Multiply Value” (Episode 1, July 2025) Deep dive on how CPQ can enable rather than constrain value creation, moving from rules-driven to principle-driven configuration where product data becomes the master of truth for selling experiences.

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Notable Insights & Quotes

On CPQ Strategy: “86% of deals stall due to quoting slowness—this is solvable.”

On Data Architecture: “Why do we let ERPs designed for inventory management dictate how we sell?”

On User Experience: “You create barriers when you focus on products from the company perspective instead of what the customer wants.”

On Implementation Philosophy: “Elegance is the opposite of rules-driven complexity.”

On AI’s Impact: “AI can understand customer intent and recommend configurations more naturally than rigid rules. The question is whether you’re ready.”

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Professional Contributions

Quick2Bid Consultancy (Co-Founder & Solution Architect, 2021-Present) Specialized CPQ implementation consultancy serving manufacturers and service companies seeking elegant, practical solutions that improve user adoption and reduce implementation timelines

Value-First Commerce Show (Host, 2025-Present) Educational series exploring how commerce transformation enables rather than constrains value creation in complex B2B selling

HubSpot Let’s Unbox Series “Value-First CPQ with Bill Barlas” (July 2025) - Conversation with Ethan Kopit on AI-powered CPQ in HubSpot, exploring how AI transforms configuration and quoting

The CPQ Channel Podcast “From Blueprint to Breakthrough” (July 2025) - 30-minute deep dive on Quick2Bid’s approach to CPQ implementation and the balance between Xait CPQ, HubSpot CRM, and PandaDoc

LinkedIn Thought Leadership Regular articles on CPQ strategy, product data readiness, and implementation best practices

Zurn Industries CPQ Leadership Led full end-to-end CPQ implementation including product models, business rules, integrations, and testing for water management industry leader

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Who Benefits from Bill’s Expertise

Manufacturing Companies with Complex Product Configurations Organizations selling engineered-to-order, configure-to-order, or highly customized products

Service Companies with Custom Pricing Professional services and technical services requiring configuration of scope, resources, and pricing

B2B Sales Organizations Seeking Faster Deal Closure Teams experiencing deal stalls during quoting and configuration phases

HubSpot Partners Implementing CPQ Partners seeking to deliver elegant CPQ solutions that clients actually adopt

Organizations Struggling with Quoting Slowness Companies where configuration complexity creates bottlenecks and lost deals

Companies Seeking to Improve Buyer Experience Organizations recognizing that configuration should enable customer decision-making, not complicate it

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Collaboration & Contact

Professional Presence:

• LinkedIn: linkedin.com/in/bill-barlas
• Quick2Bid: quick2bid.com

Value-First Commerce Show: Listen to Bill’s show exploring how commerce transformation enables value creation in complex B2B selling

Quick2Bid Services: CPQ strategy and implementation for manufacturers and service companies seeking elegant solutions to complex selling challenges

Collaboration Interests:

• Helping manufacturers solve quoting and configuration challenges
• Bridging the gap between ERP systems and sales-focused tools
• Exploring AI’s role in CPQ evolution
• Scaling elegant solutions rather than rule-heavy complexity
• Mentoring next-generation CPQ consultants

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Why Bill Contributes to Value-First

Bill’s work at Quick2Bid already embodied Value-First principles before he knew the framework existed: systems should enable natural value flow, not control it through constraints. When he encountered the Value-First methodology, he recognized it as the articulation of what he’d been practicing—CPQ implementation that serves human decision-making rather than forcing humans to conform to system logic.

His participation in the Data Summit and hosting of Value-First Commerce demonstrates his commitment to proving that commerce transformation, even in highly complex manufacturing contexts, can embrace collaborative principles over extractive approaches.

Through Quick2Bid, Bill shows that elegant CPQ implementations create sustainable competitive advantage not through technical sophistication but through genuine understanding of how humans actually buy and sell complex products.

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Value-First Commerce with Bill Barlas Exploring how commerce systems can multiply rather than constrain value creation

Quick2Bid Elegant CPQ implementation for complex B2B selling

The CPQ Philosophy Elegance over complexity, principles over rules, speed over control