Case Study: Retool cuts contract errors and scales sales ops with Maxio CPQ

How Retool Built a Scalable Sales Process

Retool, a developer tools company with 250–500 employees and a 50+ person sales team, needed a more scalable way to manage quoting and contracts. Before using Maxio CPQ, its reps worked from editable Word templates, which led to inconsistent pricing, missing data, manual cleanup, and contract risk.

With Maxio CPQ, Retool implemented structured templates, smart approval routing, and a contract data model synced to Salesforce. Maxio helped cut contract errors from about 50% to under 1%—a 99% reduction—while creating cleaner CRM data, faster approvals, and more reliable reporting for RevOps and sales.

Retool

Jonathan Krangel

Head of Revenue Operations