Cloud Advisory

Salesforce Consulting | Marketing Automation

What is CPQ?

If you sell B2B and have complex rules around pricing, discounts and product options or bundles, then you likely have considered a better way to build quotations for customers.

The Quote to Cash process for many businesses can be a struggle.

Ask yourself if your business currently:

  • assembles quotes using word documents
  • holds knowledge on pricing & discounts, profitability in spreadsheets
  • is the knowledge about products and pricing in accounting or marketing
  • require approvals and currently struggle with email approvals or- worse
  • lack consistently branded quotations to customers
  • would benefit from electronic approvals and signature

Configure, Price, Quote (CPQ) is one way to improve the creation of great looking, consistent quotes that capture accurate pricing and discounts.

Salesforce CPQ is a way that sales teams can creating customer quotations from Opportunities.

It allows product marketing and finance to capture the profitability and product bundle rules that they create in a useable way.

Salesforce’s acquisition of Steelbrick was a $360 Million investment in an established Salesforce based technology solution.

Now companies in Manufacturing, Life Sciences even Software industries look to Salesforce CPQ to allow sales reps the ability to assemble pricing and quotes that result in profitable customer closes.

Some of the features of Salesforce CPQ include:

  • Launch products with one-time, subscription or usage-based pricing
  • Create Quotes from Opportunities
  • Setup multiple Quotation templates
  • Add rules around products, bundles and discounts
  • Many pricebook models including volume, account tier, bundle discount rules
  • Internal pricing approvals processes across departments
  • Send digital PDF based quotes to customers
  • Integrate with electronic signature platforms such as DocuSign, Adobe Sign or HelloSign
  • Automate complex billing requirements and electronic payments
  • Proactively reach out to customers ahead of contract expiration


up to 25 hours $3750

$125/additional hour