Salesforce CPQ (Configure, Price, Quote) is a platform that helps organizations streamline and automate their sales quoting and proposal processes. It offers a wide range of tools and features designed to make it easier for sales teams to create and manage accurate and professional quotes and proposals, including pricing and discounting tools, quote and proposal templates, and more.

While many companies don’t have CPQ software yet, those that do are seeing impressive positive results in time, deal size, quote accuracy, and sales processes

CPQ reduces waste time and increases sales by providing accurate quotes

Some of the key features of Salesforce CPQ include:

Pricing and discounting:

Salesforce CPQ includes tools for setting and managing pricing and discounting rules, including tiered pricing, volume discounts, and special pricing for specific customers or products.

Quote and proposal templates:

Salesforce CPQ includes customizable templates for quotes and proposals, allowing sales teams to create professional and consistent documents quickly and easily.

Product and pricing catalogs:

Salesforce CPQ includes tools for managing product and pricing information, including product descriptions, images, and pricing data.

Integration with CRM:

Salesforce CPQ is integrated with Salesforce CRM, allowing sales teams to access customer and account information directly from within the quoting and proposal process.

Approval and signature:

Salesforce CPQ includes tools for managing the approval and signature process for quotes and proposals, including workflows and electronic signature capabilities.

Overall, Salesforce CPQ is a powerful tool for organizations that want to streamline and automate their sales quoting and proposal processes. It can help sales teams create and manage accurate and professional quotes and proposals more efficiently, and can help organizations close deals faster.