Salesforce CPQ Software

Configure, Price, and Quote

Configure products, price orders, and generate quotes, all with the click of a button. Salesforce CPQ is 5-10x faster to implement than other CPQ software and is easy to use, on any device, anywhere, anytime. See how Salesforce CPQ can meet your complex quoting needs.

With Salesforce CPQ you can:

  • Eliminate errors in opportunities, quotes & contracts
  • Quickly create accurate quotes & proposals
  • Improve productivity and close more deals
  • Increase deal sizes with cross-sell and up-sell guidance
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Configure Price Quote (CPQ) Software
Price & Quote Software

Price & Quote

Ensure consistent pricing and discounting. Generate customer-friendly quotes easily and accurately.

  • Use standard Salesforce price books
  • Include the right mix of components in every quote
  • Easily handle volume discounts, percent-of-total subscriptions, pre-negotiated contract pricing, and channel and partner pricing
  • Create volume discount schedules with unlimited tiers
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Orders & Renewals

Easily convert quotes to clean orders that can be automatically loaded into your business system.

  • Generate clean orders for closed/won deals
  • Split and manage orders as required with back-end integration
  • Automate add-on orders with co-terming and contract terms
  • Generate renewal quotes while applying price increases
  • Create automatic renewal reminders in Salesforce
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Salesforce CPQ Software
Mobile and Desktop CPQ App

Product Configurator

Configure products and services based on your business rules and logic.

  • Configure products, solutions & bundles
  • Use standard Salesforce product catalogs
  • Eliminate invalid or incorrect product options or bundles
  • Update configurations at any time for special promotions or product changes
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Guided Selling

Help your sales reps select the right products and services for each customer every time.

  • Reps select the correct solutions by answering questions about customer needs
  • Help new reps become productive quickly
  • Improve productivity and close more deals
  • Identify cross-sell and up-sell opportunities
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CPQ Salesforce Software
Mobile Proposal Generator

Proposal Generator

Create professional-looking branded proposals with a click or a tap.

  • Fully customizable templates so your documents look the way you want
  • Include the right collateral to accompany each proposal
  • Integrate with eSignature
  • Documents are automatically saved in Salesforce for easy tracking, auditing, and compliance
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Manage Contracts

Create and manage professional sales contracts.

  • Deliver executable contracts with a click or a tap
  • Integrate with eSignature
  • Fully customizable templates
  • Dynamic Terms and Conditions
  • Manage non-standard requests with approval workflows
  • Analytics provide visibility into risk levels and pipeline
  • Contracts repository in Salesforce provides easy tracking, auditing, and compliance
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Manage Contracts with Salesforce CPQ
Self Service CPQ for Communities

CPQ for Communities

Salesforce CPQ for Communities is an online selling platform that connects your resellers and distributors to your own sales processes and resources.  

Your sales partners can:

  • Register new leads, find product information, and self-service price quotes and orders
  • Access your product and pricing information and transact from anywhere
  • Increase sales with a rich, branded and device responsive mobile experience
  • Automatically update pipeline and forecasts right in Salesforce
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Salesforce Apps are Lightning Ready

Salesforce Quote-to-Cash apps are designed for the new Salesforce Lightning Experience user interface. 

  • Out-of-the-box alignment with the latest Salesforce Lightning user experience
  • Streamlined design maximizes sales rep productivity
  • Built native on the Salesforce Platform using the Salesforce Lightning Design System
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Salesforce Lightning
Free eBook: CPQ Made Simple

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