Salesforce CPQ

Next generation Configure Price Quote (CPQ) apps

4,3 /5 (40 reviews) Write a Review!

Salesforce CPQ Overview

What is Salesforce CPQ?

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.

Salesforce CPQ Overview

Pricing

Starting from
US$75,00/month

Pricing options

Free Trial
Subscription
Value for money

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.


Salesforce CPQ Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, China and 4 others, India, Japan, Germany, Brazil
Supported Languages
Chinese (Simplified), Chinese (Traditional), Dutch, English, French and 7 others, German, Italian, Japanese, Portuguese, Spanish, Swedish, Thai

Media

Salesforce CPQ pricing guidance
Salesforce CPQ guided selling
Salesforce CPQ usage-based billing
Salesforce CPQ invoicing
Salesforce CPQ video Salesforce CPQ screenshot: Salesforce CPQ pricing guidance Salesforce CPQ screenshot: Salesforce CPQ guided selling Salesforce CPQ screenshot: Salesforce CPQ usage-based billing Salesforce CPQ screenshot: Salesforce CPQ invoicing

Salesforce CPQ Reviews

Salesforce CPQ Reviews

Overall rating
4,3
/
5
Excellent
20

Very good
12

Average
7

Poor
1

Terrible
0

Value for Money
3,8
Features
4,2
Ease of Use
3,9
Customer Support
4
80% recommended this app
Andre L.

Accurate and Professional Sales Quotes


Matthew Y.

Huge feature set with multi-level deployment options - takes some getting use too

Large scale tracking of employee, customer and device information to include maintenance and tasking necessities. Generates an integrated DB option that allows for global tracking, management and metric options with a broad reporting feature.


Lonnie B.

Executive Director

Ultimately we received no benefit


Verified Reviewer

Not as easy to integrate as it is made out to be

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.


Shahid S.

Incredible quoting tool cover all our exception cases.

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.


Andre L.
Industry: Computer Software
Company size: 5 001-10 000 Employees

Accurate and Professional Sales Quotes

Used Daily for 1-5 months
Reviewed on 2019/05/03
Review Source: Capterra

Pros

Integrates well with the suite of Salesforce products that are already on the market. I have both implemented and have been an end user purchasing through the CPQ tool and both experiences have been worthy of praise.

Cons

On the implementation end like any other product it has to be done right the first time to avoid costly mistakes and missed deadlines. It's a hot in demand product but not many consultancies no how to do it right. Make your best decision to pick the right team to implement and help adopt this as a useful tool

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Matthew Y.
Industry: Medical Devices
Company size: 1 001-5 000 Employees

Huge feature set with multi-level deployment options - takes some getting use too

Used Daily for 1+ year
Reviewed on 2020/06/18
Review Source: SoftwareAdvice

Large scale tracking of employee, customer and device information to include maintenance and tasking necessities. Generates an integrated DB option that allows for global tracking, management and metric options with a broad reporting feature.

Pros

The broad scope capabilities of Salesforce allow for a multi-departmental integration and deployment functionality with multi-scope database options. Integration with third-party systems is phenomenal, and the allowance of homegrown development is almost limitless when designing to the needs of your organization. Speed of deployment and development is only mitigated by internal knowledge but a large knowledge base and user set globally assist in speed of change.

Cons

Despite the large scale integration options with salesforce there can be a slowed user capability due to functional UI. This can of course be customized to meet the needs of your internal customers, but still requires considerable training to the tools available. Ensuring internal department integration and assistance will speed an organization to use.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Lonnie B.
Industry: Pharmaceuticals
Company size: 51-200 Employees

Executive Director

Used Daily for 1+ year
Reviewed on 2017/08/18
Review Source: Capterra

Ultimately we received no benefit

Pros

Lots of customization options and flexibility. Native to the SalesForce environment. Pricing on a per user basis.

Cons

We spent over 9 months planning and working with a Systems Integration Partner (SIP) recommended by SalesForce. The project involved an Executive sponsor, various team members from different departments, a Project Leader, and our SalesForce Admin. We carefully planned the design of the system and each step of the way worked closely with the SIP but we couldn't get it to work. To many options, rules, settings, etc. We were promised that it wouldn't be hard. WRONG!!!!
WE WASTED VALUABLE STAFF RESOURCES FOR NOTHING! We advised SalesForce of this and they still won't let us out of our 3 year contract even after paying for 1 year of development that netting bupkis. This Software is lots of promises with no ROI.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 1.0/10

Verified Reviewer
Industry: Biotechnology
Company size: 11-50 Employees

Not as easy to integrate as it is made out to be

Used Daily for 6-12 months
Reviewed on 2019/02/05
Review Source: Capterra

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."

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 3.0/10

Shahid S.
Industry: Information Technology & Services
Company size: 501-1 000 Employees

Incredible quoting tool cover all our exception cases.

Used Daily for 2+ years
Reviewed on 2019/08/20
Review Source: GetApp

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

User recommendation
7,5/10
Based on 40 user ratings
Compare user recommendation rating with alternatives
Compare with alternatives

Salesforce CPQ Pricing

Salesforce CPQ Pricing

Starting from
US$75,00/month
Free Trial
Subscription
Value for money

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.

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.

Value for Money
3,8/5
Based on 40 user ratings
Compare value for money rating with alternatives
Compare with alternatives

Salesforce CPQ Features

Salesforce CPQ Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
CRM Integration
Collaboration Tools
Contact Database
Contact Management
Customizable Templates
Data Import/Export
Lead Capture
Lead Management
Real Time Data
Reporting & Statistics
Sales Analytics
Sales Reporting
Sales Tracking
Search Functionality
Third Party Integration
Workflow Management
Features
4,2/5
Based on 40 user ratings
Compare features rating with alternatives
Compare with alternatives

Categories

Additional information for Salesforce CPQ

Additional information for Salesforce CPQ

Key features of Salesforce CPQ

  • Audit trail of quotes
  • Automatically generate renewal quotes
  • Create proposals & contracts
  • Cross-sell and up-sell recommendations
  • Customizable quote templates
  • Electronic signature integrations
  • Fully native app on Salesforce CRM
  • Genearte quotes
  • Guided selling
  • Multiple pricing options
  • Multiple quote lines item editing
  • Pre-defined descriptions and subtotaling
  • Pricing and discounting rules
  • Product Configurator
  • Product search capability
  • Reports and dashboards
  • Salesforce Product Catalog sync
  • Supports product bundles, dependencies and exclusions
  • Unlimited tier volume discount schedules

Benefits

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.

Salesforce CPQ FAQs

Salesforce CPQ FAQs

Below are some frequently asked questions for Salesforce CPQ.

Q. What type of pricing plans does Salesforce CPQ offer?

Salesforce CPQ 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. What are the main features of Salesforce CPQ?

Salesforce CPQ offers the following features:

  • Audit trail of quotes
  • Automatically generate renewal quotes
  • Create proposals & contracts
  • Cross-sell and up-sell recommendations
  • Customizable quote templates
  • Electronic signature integrations
  • Fully native app on Salesforce CRM
  • Genearte quotes
  • Guided selling
  • Multiple pricing options
  • Multiple quote lines item editing
  • Pre-defined descriptions and subtotaling
  • Pricing and discounting rules
  • Product Configurator
  • Product search capability
  • Reports and dashboards
  • Salesforce Product Catalog sync
  • Supports product bundles, dependencies and exclusions
  • Unlimited tier volume discount schedules

Q. Who are the typical users of Salesforce CPQ?

Salesforce CPQ has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Q. What languages does Salesforce CPQ support?

Salesforce CPQ supports the following languages:

Chinese (Simplified), Chinese (Traditional), Dutch, English, French, German, Italian, Japanese, Portuguese, Spanish, Swedish, Thai

Q. What type of pricing plans does Salesforce CPQ offer?

Salesforce CPQ has the following pricing plans:

Subscription

Q. Does Salesforce CPQ support mobile devices?

Salesforce CPQ supports the following devices:

iPhone, iPad

Q. What other apps does Salesforce CPQ integrate with?

Salesforce CPQ integrates with the following applications:

Adobe Sign, Apty, Conga, KBMax 3D CPQ, Salesforce Service Cloud, Scoop Solar, SpringCM, Tacton CPQ, Vendavo CPQ Cloud, Workato

Q. What level of support does Salesforce CPQ offer?

Salesforce CPQ offers the following support options:

Knowledge Base, Phone Support, FAQs, Forum