Salesforce CPQ & Billing
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.
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.
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Reviews
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- Industry: Business Supplies & Equipment
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
A Great Business Billing Solution
Reviewed on 2024/04/29
Pros
It makes order management easy and billing and invoicing has been smooth
Cons
It meets all our CPQ and billing easy - no issues.
- Industry: Research
- Company size: 51–200 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 6.0 /10
Gets the job done
Reviewed on 2024/12/20
It has been a mediocre experience, as the service gets the job done although I feel it is not the...
It has been a mediocre experience, as the service gets the job done although I feel it is not the most user friendly platform.
Pros
Salesforce CPQ makes it easy to have all account information, billing, proposals and proposal iterations in one place.
Cons
I found Salesforce CPQ to be clunky and hard to manage when it relates to creating new quotes and proposals.
- Industry: Events Services
- Company size: 11–50 Employees
- Used Weekly for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
GOOD PROGRAM
Reviewed on 2024/12/16
Pros
Simple way to coordinate services. Just need the right device.
Cons
A little slow at times but that could be the internet
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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