Salesforce CPQ & Billing

Next generation Configure Price Quote (CPQ) apps

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.

Devices

Business size

S M L

Markets

Australia, Brazil, Canada, China, Germany, United Kingdom, India, Japan, United States

Supported Languages

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

Pricing starting from:

US$75,00/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to Salesforce CPQ & Billing

Images

Salesforce CPQ & Billing Software - Salesforce CPQ pricing guidance
Salesforce CPQ & Billing Software - Salesforce CPQ guided selling
Salesforce CPQ & Billing Software - Salesforce CPQ usage-based billing
Salesforce CPQ & Billing Software - Salesforce CPQ invoicing
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Salesforce CPQ & Billing video
Salesforce CPQ & Billing Software - Salesforce CPQ pricing guidance
Salesforce CPQ & Billing Software - Salesforce CPQ guided selling
Salesforce CPQ & Billing Software - Salesforce CPQ usage-based billing
Salesforce CPQ & Billing Software - Salesforce CPQ invoicing

Features

Total features of Salesforce CPQ & Billing: 68

  • 2D Drawing
  • 3D Digital Asset Management
  • 3D Imaging
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Automated Quoting
  • Bid Management
  • Billing & Invoicing
  • Cataloging/Categorization
  • Client Portal
  • Collaboration Tools
  • Configuration Management
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Credit Card Processing
  • Customizable Branding
  • Data Import/Export
  • Discount Management
  • Document Management
  • Document Templates
  • Due Date Tracking
  • ERP
  • Electronic Payments
  • Electronic Signature
  • For Internal Use
  • Guided Selling
  • Invoice Management
  • Knowledge Base Management
  • Knowledge Library
  • Milestone Tracking
  • Order Management
  • Order Processing
  • Order Tracking
  • Pipeline Management
  • Price / Margin Management
  • Price and Cost Calculations
  • Pricing Management
  • Pricing and Cost Calculations
  • Product Catalog
  • Product Configurator
  • Progress Tracking
  • Quotes/Estimates
  • RFP Creation
  • RFP Management
  • RFP Responding
  • Real-time Product Visualizations
  • Recurring/Subscription Billing
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Requirements Management
  • Rule-based Configuration
  • Sales Automation
  • Sales Reports
  • Sales Tax Management
  • Sales Trend Analysis
  • Self Service Portal
  • Task Management
  • Templates
  • Third Party Integrations
  • Vendor Management
  • Version Control
  • Workflow Management
  • eCommerce Management

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Reviews

Overall rating

4,2 /5
(47)
Value for Money
3,8/5
Features
4,1/5
Ease of Use
3,8/5
Customer Support
4/5

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Software buyers need your help! Product reviews help the rest of us make great decisions.

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Showing 5 reviews of 47
Dain B.
Overall rating
  • Industry: Computer Software
  • Company size: 51-200 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

Salesforce CPQ is Great!

Reviewed on 2021/06/24

My experience has been great - I am a frequent user of quotes and this system makes it easy and...

My experience has been great - I am a frequent user of quotes and this system makes it easy and efficient for creating professional quotes.

Pros

Salesforce CPQ allows me to easily go in and create quotes with different formats without allowing users to adjust things they shouldn't. You can add the quotes to things like simple quotes clients can sign to SOW's and more.

Cons

I know it was quite difficult to implement for my team. It took a few months to have it completely built out.

Verified Reviewer
Overall rating
  • Industry: Consumer Services
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • 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.

Verified Reviewer
Overall rating
  • Industry: Computer Software
  • Company size: 11-50 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Does what it says on the box

Reviewed on 2022/05/10

Pros

If you're a salesforce user then having Salesforce's CPQ is a no brainer.
it takes a lot of the mental load off your shoulders building quotes, calculating ramp deals and forecasting properly and setting approval mechanisms

Cons

it's not that easy to configure if you're not so used to Salesforce and I'd love to see more functionalities and the support to be better.

Verified Reviewer
Overall rating
  • Industry: Biotechnology
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • 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."

Shahid S.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 501-1 000 Employees
  • Used Daily for 2+ years
  • 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.

Showing 5 reviews of 47 Read all reviews

Salesforce CPQ & Billing FAQs

Below are some frequently asked questions for Salesforce CPQ & Billing.

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.

Salesforce CPQ & Billing has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001-5 000

Salesforce CPQ & Billing supports the following languages:

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

Salesforce CPQ & Billing supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Salesforce CPQ & Billing integrates with the following applications:

Salesforce Service Cloud

Salesforce CPQ & Billing offers the following support options:

FAQs/Forum, Knowledge Base, Phone Support, Chat

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