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 Trial
  • Subscription

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 and 4 others, United Kingdom, India, Japan, United States

Supported Languages

Chinese, Dutch, English, French, German and 7 others, Italian, Japanese, Portuguese, Spanish, Swedish, Thai, Traditional Chinese

Pricing starting from:

US$75,00/month

  • Free Trial
  • Subscription

Images

Salesforce CPQ pricing guidance
Salesforce CPQ guided selling
Salesforce CPQ usage-based billing
Salesforce CPQ invoicing
View 5 more
Salesforce CPQ & Billing video
Salesforce CPQ & Billing screenshot: Salesforce CPQ pricing guidance Salesforce CPQ & Billing screenshot: Salesforce CPQ guided selling Salesforce CPQ & Billing screenshot: Salesforce CPQ usage-based billing Salesforce CPQ & Billing screenshot: Salesforce CPQ invoicing

Features

Total features of Salesforce CPQ & Billing: 79

  • 2D Drawing
  • 3D Digital Asset Management
  • 3D Imaging
  • ACH Payment Processing
  • Approval Process Control
  • Approval Workflow
  • Audit Management
  • Audit Trail
  • Automated Quoting
  • Bid Management
  • Billing & Invoicing
  • Billing Rate Management
  • Cataloging/Categorization
  • Client Portal
  • Collaboration Tools
  • Configuration Management
  • Consolidation/Roll-Up
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Credit Card Processing
  • Customizable Branding
  • Data Import/Export
  • Discount Management
  • Document Generation
  • Document Management
  • Document Templates
  • Due Date Tracking
  • ERP
  • Electronic Payments
  • Electronic Signature
  • For Internal Use
  • Guided Selling
  • Historical Reporting
  • 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
  • Receipt Management
  • Recurring/Subscription Billing
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Requirements Management
  • Revenue Management
  • Revenue Recognition
  • Rule-based Configuration
  • Sales Automation
  • Sales Reports
  • Sales Tax Management
  • Sales Trend Analysis
  • Scenario Planning
  • Self Service Portal
  • Subscription Management
  • Task Management
  • Templates
  • Third Party Integrations
  • Usage Tracking/Analytics
  • Vendor Management
  • Version Control
  • Workflow Management
  • eCommerce Management

Alternatives

Odoo

4,2
#1 Alternative to Salesforce CPQ & Billing
Odoo is a fully-integrated, customizable, and open-source suite of business applications. A majority of the business...

e-Procure

0
#2 Alternative to Salesforce CPQ & Billing
e-Procure is completely free Blockchain B2B Platform offering an integrated cloud based Procurement and B2B sales...

Armatic

5
#3 Alternative to Salesforce CPQ & Billing
The Armatic platform enhances the power of your existing accounting/ ERP software and your existing CRM system with...

HarmonyPSA

4,5
#4 Alternative to Salesforce CPQ & Billing
HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed...

Reviews

Overall rating

4,2 /5
(44)
Value for Money
3,8/5
Features
4,1/5
Ease of Use
3,8/5
Customer Support
4/5

Already have Salesforce CPQ & Billing?

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

Write a Review!
Showing 5 reviews of 44
Andre L.
Overall rating
  • Industry: Computer Software
  • Company size: 5 001-10 000 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Accurate and Professional Sales Quotes

Reviewed on 2019/05/03

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

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.

Lonnie B.
Overall rating
  • Industry: Pharmaceuticals
  • Company size: 51-200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 1.0 /10

Executive Director

Reviewed on 2017/08/18

Ultimately we received no benefit

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.

Fazal A.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 51-200 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Quote and Track

Reviewed on 2021/01/29

Pros

We have recently switched to salesforce and loving everything about it and managing our quotations was never this good.

Cons

it takes some time to do digging about things we wana do but after that it has been smooth sail.

Matthew Y.
Overall rating
  • Industry: Medical Devices
  • Company size: 1 001-5 000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

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

Reviewed on 2020/06/18

Large scale tracking of employee, customer and device information to include maintenance and...

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.

Showing 5 reviews of 44 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.

We do not have any information about Salesforce CPQ & Billing features

Salesforce CPQ & Billing has the following typical customers:

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

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

Related categories

See all software categories found for Salesforce CPQ & Billing.