About Salesforce CPQ & Billing
Automate quotes with Salesforce CPQ. Configure products, price orders, and generate quotes, all with simple clicks. Utilize Guided Selling help sales reps identify the best matched solution to customer needs. Use the Product Configurator to define product bundles, dependencies and exclusions. Identify cross-sell and up-sell opportunities and utilize your Salesforce Product Catalog within Salesforce.
With Salesforce CPQ you can build quotes, proposals, and contracts to meet the requirements of any number of situations—set your terms and conditions to static or dynamic, attach datasheets, add a partner to a sale, show or hide component pricing, or group products by family. All quote documents are created in PDF format so they can be attached to emails with the click of a button. Quotes can also be produced in Microsoft Word and Salesforce CPQ will automatically convert them. All documents you create are stored and tracked for audit logs.
Furthermore, Salesforce CPQ automatically generates renewal quotes based on original quotes and add-on quotes. All renewals are automated from within the Salesforce platform, ensuring you never miss a renewal. The software also provides reporting and dashboards to garner further insight into your CPQ process.
Salesforce CPQ is fully native to the Salesforce platform. Unlike other CPQ apps built on Salesforce, we largely use standard objects and offer a plethora of prebuilt features, ensuring easy scale as your sales processes evolve.
Pricing starting from:
US$75,00/month
- Free Version
- Free Trial
- Subscription
Top 5 alternatives to Salesforce CPQ & Billing
Key benefits of Salesforce CPQ & Billing
Multiple pricing options - Ensure pricing consistency by setting rules and discounts. Salesforce CPQ can handle volume discounts, percent-of-total subscriptions, pre-negotiated contract pricing, and channel and partner pricing.
100% native app on Salesforce - Built on the Salesforce platform, including the same look, feel, and features as your Salesforce instance; leveraging standard objects and prebuilt features so the solution scales as your business does as opposed to highly customized, hard coded solutions.
Create volume discount schedules - The software automatically calculates the amount of discount to meet the product quantity.
Audit trail - The system automatically keeps a log of who sent what and when for auditing, tracking, and compliance.
Create branded documents - Quote templates are fully customizable and come with a multitude of options.
Export quotes - Export your quote from Salesforce CPQ in PDF format and attach to emails. Or produce them in Microsoft Word.
Electronic signature - The software offers easy integration with a number of e-signature partners.
Automatic order renewal - Renewal opportunities and quotes are automatically generated based on previously validated data.
Reports and dashboards - Salesforce offers reporting in all generated quotes, follow-up quotes, and expired quotes.
Typical Customers
- Freelancers
- Small Businesses (2-50)
- Mid-size Companies (51-500)
- Large enterprises (500 and more)
Deployment
- Cloud-based
- On-premise
Pricing starting from:
US$75,00/month
- Free Version
- Free Trial
- Subscription
Top 5 alternatives to Salesforce CPQ & Billing
Images
Features
Total features of Salesforce CPQ & Billing: 89
Alternatives
Zoho CRM
Salesforce Sales Cloud
Zuora
In Mind Cloud
Reviews
Already have Salesforce CPQ & Billing?
Software buyers need your help! Product reviews help the rest of us make great decisions.
- Industry: Chemicals
- Company size: 5 001–10 000 Employees
- Used Weekly for 6-12 months
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 10.0 /10
Salesforce CPQ for managing invoicing process
Reviewed on 2022/10/02
Absolutely delightful - I fully recommend it.
Absolutely delightful - I fully recommend it.
Pros
Salesforce CPQ is absolutely fantastic software to manage the whole invoicing process. The time spent on the invoices management has gone down drastically when using Salesforce CPQ and it is very easy to use. It is used in order to automate Billing and Invoicing, Recurring Payments, Discounts and Order Management. I recommend it to anyone working at the company with complicated invoicing processes. Also the documentation and courses in Trailhead are great!
Cons
The configuration might be quite hard at times, but it is rather because of the fact that the businesses processes are very complex and they are hard to model.
- Industry: Consumer Services
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
Better for Simpler Pricing Modules
Reviewed on 2021/03/12
Overall its easy to maintain and allows for native SF features which makes it a great add on for...
Overall its easy to maintain and allows for native SF features which makes it a great add on for customers already using Sales Cloud.
Pros
Since this is obviously an SF platform- the ease of implementation is great as well as the fact that there is not a huge learning curve- it operates just as other SF objects.
Cons
It can be very complicated to implement a pricing structure if you do not have a "simple" pricing module. We have tried 3 separate times (& used certified experts and contractors) to try and implement our pricing module and it did not work- I will say our pricing structure is much more complicated than it should be but its still been a huge issue.
- Industry: Computer Software
- Company size: 501–1 000 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 4.0 /10
CPQ requires a lot of clicks and is far from intuitive
Reviewed on 2021/04/06
It streamlines approvals somewhat, and makes for a more standardized quoting system, so I understand...
It streamlines approvals somewhat, and makes for a more standardized quoting system, so I understand the business reasons for switching to it, but from an end user perspective, it has been a huge pain to use.
Pros
The thing I like the most about CPQ is that it allows me to keep multiple quotes attached to one opportunity a lot easier. There are also some great ways to add multiple products and makes that aspect of quoting easier.
Cons
CPQ was recently introduced at my org and it is so cumbersome to work through. It requires a lot of clicks and updating price/making price changes is very difficult. Creating a quote used to take me about 5 minutes and now it takes about 20 depending on the complexity. Maybe I'll get used to it and more familiarized, but it definitely isn't intuitive or efficient.
- Industry: Biotechnology
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 3.0 /10
Not as easy to integrate as it is made out to be
Reviewed on 2019/02/05
I need to put this disclaimer in front of what I'm about to write, because it will sound critical....
I need to put this disclaimer in front of what I'm about to write, because it will sound critical. I left the company using CPQ about seven months after we started to integrate it into our SalesForce platform. So, it may have ended up being a success. At the time I left, it was not a success. Not a failure either. Maybe the payback was still coming.
It was sold to us as being a quick, seamless integration that would be easy to get up and running and customized to our business model. It was not that. It is a potentially elegant solution that we wanted to use so we could scale up our selling process and hopefully reduce the sales cycle. There was no evidence that it succeeded in doing that for us.
Pros
I love the concept of starting the quoting process and having that all captured in the CRM database. Also, that it looks and feels like SalesForce so the sales people are not scared off by it immediately.
Cons
The spin-up was very difficult. It did not work as seamlessly as advertised. Ultimately, it required us to rely on a consulting agency that did not show the same level of quality and customer service that one would expect if dealing directly with SalseForce. It turned out to be much more costly than expected to implement this "plug-in."
- Industry: Information Technology & Services
- Company size: 501–1 000 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Incredible quoting tool cover all our exception cases.
Reviewed on 2019/08/20
Our product array is huge and our discounts system is complicated, we needed a tool which can...
Our product array is huge and our discounts system is complicated, we needed a tool which can handle most of our exception cases. CPQ can leverage most of our requirement.
Pros
It is very easy and user friendly, even if you're new you can grasp easily. We have so many different SKUs, pricing from different product families, various discounts etc all are been taken and we are happy. Multiyear quoting, contracted pricing and others are very simple using CPQ
Cons
Contracted pricing isn't flowing from partner to customer account.
Incremental quote for Multi year deals should be made available with CPQ rather with CPQ plus.
Salesforce CPQ & Billing FAQs
Below are some frequently asked questions for Salesforce CPQ & Billing.Q. What type of pricing plans does Salesforce CPQ & Billing offer?
Salesforce CPQ & Billing offers the following pricing plans:
- Starting from: US$75,00/month
- Pricing model: Subscription
- Free Trial: Not Available
CPQ: $75/user/month billed annually. CPQ Plus: $150/user/month billed annually. CPQ & Billing Growth and CPQ & Billing Plus: contact Salesforce for a pricing quote based on your specific needs.
Q. Who are the typical users of Salesforce CPQ & Billing?
Salesforce CPQ & Billing has the following typical customers:
2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000
Q. What languages does Salesforce CPQ & Billing support?
Salesforce CPQ & Billing supports the following languages:
Chinese, Dutch, English, French, German, Italian, Japanese, Portuguese, Spanish, Swedish, Thai, Traditional Chinese
Q. Does Salesforce CPQ & Billing support mobile devices?
Salesforce CPQ & Billing supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Salesforce CPQ & Billing integrate with?
Salesforce CPQ & Billing integrates with the following applications:
Salesforce Service Cloud
Q. What level of support does Salesforce CPQ & Billing offer?
Salesforce CPQ & Billing offers the following support options:
FAQs/Forum, Knowledge Base, Phone Support, Chat
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