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What Is CPQ, or Configure, Price, Quote? | Salesforce US
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Here’s a quick breakdown of its core components:</p>\n<ol>\n<li><strong>Configure</strong>: Users can select products and configure them based on customer requirements, including product bundling, upselling, cross-selling, and dependencies.</li>\n<li><strong>Price</strong>: CPQ automates pricing calculations, taking into account discounts, custom pricing, currency conversions, and other pricing rules.</li>\n<li><strong>Quote</strong>: Sales teams can generate professional, branded quote documents that are accurate and consistent, and send them directly to customers.</li>\n</ol>\n<p>Salesforce CPQ is particularly useful for companies with a variety of products or complex pricing models, as it streamlines the entire quote-to-cash process, reducing errors, accelerating deal closures, and providing a more seamless customer experience.</p>\n","anchor_id":"what","blade_background_type":{"blade_background_color":"255, 255, 255","kind":"standard_background"}},"path":"/sales/cpq/what-is-cpq","urlLoc":"us","curHref":"/sales/cpq/what-is-cpq/?bc=OTH","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-us"},{"id":"1723497553321_16up_410183","name":"sf/promotion","attributes":{"blade_layout":"float_image","audience_segment":["customer","prospect"],"experiment_type":"content","headline":"Speed up the sales cycle from quote to close","description":"<p>Go from lead to inked deal in record time with automation that speeds up quoting, approvals, and contracting.</p>\n","image":{"src":"https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/05/marquee-cpq-zig.webp?w=1024","alt":"","title":"2023/05/marquee-cpq-zig.webp","sizes":[{"src":"https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/05/marquee-cpq-zig.webp?resize=150,150","width":150,"height":150},{"src":"https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/05/marquee-cpq-zig.webp?resize=300,300","width":300,"height":300},{"src":"https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/05/marquee-cpq-zig.webp?resize=768,768","width":768,"height":768},{"src":"https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/05/marquee-cpq-zig.webp?resize=1024,1024","width":1024,"height":1024}],"width":1024,"height":1024,"image_background_gradient_color":"222, 249, 243"},"link_1":{"variant":"primary","url":"https://www.salesforce.com/sales/revenue-lifecycle-management/","source":"standard-link","label":"Learn more"},"blade_background_type":{"blade_background_color":"255, 255, 255","kind":"standard_background"}},"path":"/sales/cpq/what-is-cpq","urlLoc":"us","curHref":"/sales/cpq/what-is-cpq/?bc=OTH","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-us"},{"id":"1715894991664_12g6","name":"sf/textmainbody","attributes":{"audience_segment":["customer","prospect"],"minimize_blade_spacing_bottom":true,"minimize_blade_spacing":true,"experiment_type":"content","headline":"What can CPQ do?","headline_size":"h2","description":"<p>Anyone selling a product or service needs to have a system in place to create quotes for their customers. <a href=\"https://www.salesforce.com/sales/cpq/\" target=\"_self\">CPQ software</a> helps make generating these quotes much easier than in the days of pencil and paper — and there's less room for human error.</p>\n<p>Some features to look for in <a href=\"https://www.salesforce.com/sales/cpq/\" target=\"_self\"><ins>CPQ software</ins></a> include:</p>\n<ul>\n<li><strong>Product catalog and pricing rules:</strong> Create dynamic pricing strategies directly from your CRM with rules that trigger changes when specified products are on a quote. And when your business needs change, you can apply different product field rules, conditions, and actions to deliver new pricing strategies.</li>\n<li><strong>Guided selling:</strong> Targeted questions for sellers help narrow down product options for customers. Reps are offered a more limited set of products and options based on customer responses to questions — this is especially helpful when companies have extensive product catalogs.</li>\n<li><strong>Bundles:</strong> CPQ software makes it simple to create product bundles. Provide pre-packaged groupings of popular products that can still be configured to meet a customer’s needs, but with fewer steps for a seller. If every product comes with a warranty and training, just bundle those together instead of adding them separately! They can still be output as separate line items on the quote and invoice for the customer!</li>\n<li><strong>Discount controls:</strong> Sellers have more wiggle room with negotiations when they can offer customers discounts — and instantly see the new price quoted on the proposal. With this quick calculation, sellers can easily offer volume-based, customer specific (negotiated), and promotional discounts.</li>\n<li><strong>Advanced approvals:</strong> Speed up the approval process, even with long chains of decision-makers. The entire approval process is automated, so even complex deals can close fast.</li>\n<li><strong>Proposal document generator:</strong> Once your buyer decides on a purchase, instantly send them a proposal directly from your CRM.</li>\n</ul>\n<p>When implementing CPQ software, you can expect to spend some time configuring data up front. This is because you must manually account for variables such as the added cost of different product styles, volume discounts, and other factors. But that investment quickly pays off with a platform that computes fast, accurate quotes with the click of a button.</p>\n<p>It's easy and quick to add, remove, and change options when creating a quote using CPQ. For example, say you have a customer who wants to buy five leather chairs with armrests and no wheels, and five black swivel chairs with wheels and no armrests. Once you input the products and then update the options in the system, you will quickly have an accurate price for those products.</p>\n","anchor_id":"do","blade_background_type":{"blade_background_color":"255, 255, 255","kind":"standard_background"}},"path":"/sales/cpq/what-is-cpq","urlLoc":"us","curHref":"/sales/cpq/what-is-cpq/?bc=OTH","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-us"},{"id":"1715895077500_cau","name":"sf/textmainbody","attributes":{"audience_segment":["customer","prospect"],"minimize_blade_spacing_bottom":true,"minimize_blade_spacing":true,"experiment_type":"content","headline":"CPQ key benefits","headline_size":"h2","description":"<p>CPQ can help reps create product configurations — including options and discounts — for numerous scenarios. This makes building multiple quotes straightforward. Using a predefined framework, CPQ walks reps through the process and helps them create a complete and accurate quote in minutes. It can then be routed to the appropriate parties for approval, sequentially or in parallel, cutting down the wait time even more. Overall, it simplifies the quote-generation process, making things easier and more efficient for your sales team and your customer.</p>\n<p>Simplify complex calculations, reduce the potential for errors, and create personalized quotes quickly and accurately with automation. You can also adjust pricing rules within the software for a customized pricing process.</p>\n<p>Here are other benefits to using CPQ:</p>\n<ul>\n<li><strong>Consistent pricing and discounting control:</strong> Use CPQ to eliminate pricing errors and unintended discounts.</li>\n<li><strong>Multi-currency support:</strong> Quotes can be offered in U.S. dollars or any other major currency.</li>\n<li><strong>Subscription pricing:</strong> Quickly set up recurring billing for customers to improve your <a href=\"https://www.salesforce.com/blog/monthly-recurring-revenue/\" target=\"_self\"><ins>monthly recurring revenue</ins></a>.</li>\n<li><strong>Contract pricing:</strong> Once a price is negotiated for a product, you can replicate that quote for the same product for that customer in the future.</li>\n<li><strong>Approval workflows:</strong> Set conditions that require quotes to be reviewed and approved by various teams — sales, finance, and legal — so you don't sell ill-advised configurations.</li>\n<li><strong>Increased revenue:</strong> By speeding up the quote-generation process, you can move customers through the <a href=\"https://www.salesforce.com/sales/pipeline/\" target=\"_self\"><ins>sales pipeline</ins></a> quicker. Your entire organization can also use <a href=\"https://www.salesforce.com/sales/analytics/\" target=\"_self\"><ins>sales analytics</ins></a> to look at CPQ data, identify trends, and gauge demand for your products or services.</li>\n</ul>\n<p><strong>CRM and ERP integration: </strong>By integrating CPQ with your CRM and <a href=\"https://www.salesforce.com/blog/what-is-erp/\" target=\"_self\"><ins>enterprise resource planning</ins></a> (ERP) systems, you can connect your sales and operations and ensure end-to-end data accuracy.</p>\n","anchor_id":"benefits","blade_background_type":{"blade_background_color":"255, 255, 255","kind":"standard_background"}},"path":"/sales/cpq/what-is-cpq","urlLoc":"us","curHref":"/sales/cpq/what-is-cpq/?bc=OTH","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-us"},{"id":"1715895096519_17eq","name":"sf/promotion","attributes":{"blade_layout":"center","audience_segment":["customer","prospect"],"minimize_blade_spacing_bottom":true,"minimize_blade_spacing":true,"experiment_type":"content","headline":"Get the latest sales tips delivered to your inbox.","description":"<p>Sign up for the Salesblazer Highlights newsletter to get the latest sales news, insights, and best practices selected just for you.</p>\n","image":{"src":"https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/promotion-sales-automation-bkg-4.png?w=1024","alt":"","title":"2024/05/promotion-sales-automation-bkg-4.png","sizes":[{"src":"https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/promotion-sales-automation-bkg-4.png?resize=150,150","width":150,"height":150},{"src":"https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/promotion-sales-automation-bkg-4.png?resize=300,300","width":300,"height":300},{"src":"https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/promotion-sales-automation-bkg-4.png?resize=768,768","width":768,"height":768},{"src":"https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/promotion-sales-automation-bkg-4.png?resize=1024,1024","width":1024,"height":1024},{"src":"https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/promotion-sales-automation-bkg-4.png?resize=1536,1536","width":1536,"height":1536}],"width":1024,"height":"1024"},"link_1":{"variant":"primary","label":"Sign up today","source":"standard-link","url":"https://www.salesforce.com/form/other/salesblazer-newsletter/?d=pb","target":"_blank"},"blade_background_type":{"blade_background_color":"255, 255, 255","kind":"standard_background"}},"path":"/sales/cpq/what-is-cpq","urlLoc":"us","curHref":"/sales/cpq/what-is-cpq/?bc=OTH","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-us"},{"id":"1715895151122_6yz","name":"sf/textmainbody","attributes":{"audience_segment":["customer","prospect"],"minimize_blade_spacing_bottom":true,"minimize_blade_spacing":true,"experiment_type":"content","headline":"Do you need CPQ?","headline_size":"h2","description":"<p>If you're not sure whether a CPQ system is necessary for your business, you should take a closer look at the efficacy of your current process. If reps are spending significant time on manual configurations, you're noticing errors, or deals are getting delayed because of inefficiencies, CPQ may be worth the investment.</p>\n<p>CPQ helps reps <a href=\"https://www.salesforce.com/products/cpq/resources/how-to-build-successful-price-quote-template/\" target=\"_self\"><ins>build price quotes</ins></a> quickly. This straightforward process not only helps you close more deals but it leads to better customer experiences.</p>\n<p>If you use subscription pricing or recurring billing, CPQ software can manage the tasks associated with repeat orders and subscriptions, and generating renewal quotes. The software can also easily integrate mid-term amendments to subscriptions into renewal quotes, speeding up your sales process.</p>\n<p>With successful implementation, you eliminate the need for manual quote writing — so your reps can get back to selling and nurturing your high-value accounts.</p>\n","anchor_id":"need","blade_background_type":{"blade_background_color":"255, 255, 255","kind":"standard_background"}},"path":"/sales/cpq/what-is-cpq","urlLoc":"us","curHref":"/sales/cpq/what-is-cpq/?bc=OTH","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-us"},{"id":"1715895232901_15uj","name":"sf/textmainbody","attributes":{"audience_segment":["customer","prospect"],"minimize_blade_spacing_bottom":true,"minimize_blade_spacing":true,"experiment_type":"content","headline":"Use CPQ for faster, more accurate quotes","headline_size":"h2","description":"<p>If you're spending more time preparing quotes than you are selling, CPQ can offer the support you need. With the automation that CPQ brings into the sales process, generating quotes quickly and accurately is one less thing on your reps' plates. And once you integrate CPQ with your CRM and ERP, you'll not only have better customer insights — you'll have more time in the day for building relationships and closing deals.</p>\n","blade_background_type":{"blade_background_color":"255, 255, 255","kind":"standard_background"}},"path":"/sales/cpq/what-is-cpq","urlLoc":"us","curHref":"/sales/cpq/what-is-cpq/?bc=OTH","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-us"},{"id":"1715895484971_1cz4_410189","name":"sf/promotion","attributes":{"blade_layout":"center","audience_segment":["customer","prospect"],"minimize_blade_spacing_bottom":true,"minimize_blade_spacing":true,"experiment_type":"content","headline":"Learn 3 ways to sell faster with Salesforce CPQ","description":"<p>See how Salesforce CPQ helps sellers close faster, and companies launch new revenue models in days, not 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A configurator adds products from the dropdown, and a buttons generates the quote." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/05/marquee-cpq-zig.webp?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/05/marquee-cpq-zig.webp?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/05/marquee-cpq-zig.webp?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/05/marquee-cpq-zig.webp?resize=1024,1024 1024w" height="1024" width="1024"/> <div class="social-sharing__wrapper"> <div class="social-sharing" data-component="social-sharing"> <ul class="social-sharing__nav"> <li class="social-sharing__item share-the-story-text"> <p>Share the story</p> </li> <li class="social-sharing__item"> <a href="https://www.linkedin.com/shareArticle?mini=true&url=https://www.salesforce.com/sales/cpq/what-is-cpq/&title=What Is CPQ, or Configure, Price, Quote?" 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container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main text--left theme--light_gradient" data-module-id="1715894714102_1car" data-module-name="" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <header class="textmainbody__blade-heading grid grid_sub"> </header> <div class="blade__description"> <p>No one likes wasting time. And sales reps want to spend theirs selling, not crunching numbers. The latest State of Sales report found that most reps spend just 28% of their time <a href="https://www.salesforce.com/resources/research-reports/state-of-sales/?d=7013y000002m7AqAAI&nc=7013y000002m7AlAAI%20" target="_self"><ins>actually selling</ins></a>. Instead, they're busy generating quotes and proposals, and spending hours (or days) waiting for approval. Accelerating this process is one way your sales team can make more deals happen faster. Enter: <a href="https://www.salesforce.com/sales/cpq/" target="_self">CPQ software</a>.</p> <p>Configure, Price, Quote (CPQ) software can simplify the process of building complex quotes, pricing them accurately, and routing them for approvals so reps can spend more time on high-value customer interactions and closing deals. Read on to learn how launching this software at your sales organization can optimize your reps' time — and generate more revenue for your business.</p> </div> </article> </div> <div class="background__gradient" style="background-image: linear-gradient(180deg, #FFFFFF 0%, rgb(255, 255, 255) 100%);"></div> </section> </div><div data-blade-id="1723497215692_658" data-blade-position="4" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="1723497215692_658" class="relative textmainbody--blade" > <div class="container"> <article class="grid grid_main text--left theme--light_gradient" data-module-id="1723497215692_658" data-module-name="What you'll learn:" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <header class="textmainbody__blade-heading grid grid_sub"> <h2 class="headline text__headline--large" style=" "> What you'll learn: </h2> </header> <div class="blade__description"> <ul> <li><a href="#what" target="_self">What is CPQ?</a></li> <li><a href="#do" target="_self">What can CPQ do?</a></li> <li><a href="#benefits" target="_self">CPQ key benefits</a></li> <li><a href="#need" target="_self">Do you need CPQ?</a></li> </ul> </div> </article> </div> <div class="background__gradient" style="background-image: linear-gradient(180deg, #FFFFFF 0%, rgb(255, 255, 255) 100%);"></div> </section> </div><div data-blade-id="1715894873057_196k" data-blade-position="5" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="what" class="relative textmainbody--blade" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main text--left theme--light_gradient" data-module-id="1715894873057_196k" data-module-name="What is CPQ?" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <header class="textmainbody__blade-heading grid grid_sub"> <h2 class="headline text__headline--large" style=" "> What is CPQ? </h2> </header> <div class="blade__description"> <p>Salesforce CPQ (<a href="https://www.salesforce.com/sales/cpq/" target="_self">Configure, Price, Quote</a>) is a tool that helps <a href="https://www.salesforce.com/sales/" target="_self">sales</a> teams quickly generate accurate quotes for complex products or services by automating the quoting process. It integrates seamlessly with Salesforce CRM, allowing users to configure products, set prices, apply discounts, and create proposals directly within Salesforce. Here’s a quick breakdown of its core components:</p> <ol> <li><strong>Configure</strong>: Users can select products and configure them based on customer requirements, including product bundling, upselling, cross-selling, and dependencies.</li> <li><strong>Price</strong>: CPQ automates pricing calculations, taking into account discounts, custom pricing, currency conversions, and other pricing rules.</li> <li><strong>Quote</strong>: Sales teams can generate professional, branded quote documents that are accurate and consistent, and send them directly to customers.</li> </ol> <p>Salesforce CPQ is particularly useful for companies with a variety of products or complex pricing models, as it streamlines the entire quote-to-cash process, reducing errors, accelerating deal closures, and providing a more seamless customer experience.</p> </div> </article> </div> <div class="background__gradient" style="background-image: linear-gradient(180deg, #FFFFFF 0%, rgb(255, 255, 255) 100%);"></div> </section> </div><div data-blade-id="1723497553321_16up_410183" data-blade-position="6" data-blade-name="sf/promotion" data-blade-variant="promotion" data-blade-source="www" data-blade-type="blade"> <section id="1723497553321_16up_410183" class="relative promotion--blade promotion--left-image" > <div class="container pb-shadow pb-large-corner"> <article class="grid grid_main promotion_layout--float_image theme--light_gradient" data-module-id="1723497553321_16up_410183" data-module-name="Speed up the sales cycle from quote to close" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <div class="image__wrapper mobile-pt-0 pb-64 pt-64 mobile-pb-40 mobile-ml-32 mobile-mr-32 promotion_layout--float_image-image_wrapper " > <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/05/marquee-cpq-zig.webp?w=1024" class="image__asset" alt="" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/05/marquee-cpq-zig.webp?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/05/marquee-cpq-zig.webp?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/05/marquee-cpq-zig.webp?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/05/marquee-cpq-zig.webp?resize=1024,1024 1024w" height="1024" width="1024"/> </div> <div class="content__wrapper pt-64 mobile-pb-8 mobile-pt-40 mobile-ml-32 mobile-mr-32"> <header class="promotion__blade-heading"> <h2 class="pbc-g-text-display-4 mt-0 mb-24 mobile-mb-16" style=" "> Speed up the sales cycle from quote to close </h2> <div class="blade__description pbc-g-text-body-1-2 mb-48 mobile-mb-32"> <p>Go from lead to inked deal in record time with automation that speeds up quoting, approvals, and contracting.</p> </div> </header> <div class="cta_container flex flex--float_image ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="Learn more" data-link-url="https://www.salesforce.com/sales/revenue-lifecycle-management/" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="primary" data-stacking="default" aria-label="Learn more: Speed up the sales cycle from quote to close" href="https://www.salesforce.com/sales/revenue-lifecycle-management/" > Learn more </a> </pbc-button> </div> </div> </article> </div> <div class="background__gradient" style="background-image: linear-gradient(180deg, #FFFFFF 0%, rgb(255, 255, 255) 100%);"></div> </section> </div><div data-blade-id="1715894991664_12g6" data-blade-position="7" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="do" class="relative textmainbody--blade" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main text--left theme--light_gradient" data-module-id="1715894991664_12g6" data-module-name="What can CPQ do?" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <header class="textmainbody__blade-heading grid grid_sub"> <h2 class="headline text__headline--large" style=" "> What can CPQ do? </h2> </header> <div class="blade__description"> <p>Anyone selling a product or service needs to have a system in place to create quotes for their customers. <a href="https://www.salesforce.com/sales/cpq/" target="_self">CPQ software</a> helps make generating these quotes much easier than in the days of pencil and paper — and there's less room for human error.</p> <p>Some features to look for in <a href="https://www.salesforce.com/sales/cpq/" target="_self"><ins>CPQ software</ins></a> include:</p> <ul> <li><strong>Product catalog and pricing rules:</strong> Create dynamic pricing strategies directly from your CRM with rules that trigger changes when specified products are on a quote. And when your business needs change, you can apply different product field rules, conditions, and actions to deliver new pricing strategies.</li> <li><strong>Guided selling:</strong> Targeted questions for sellers help narrow down product options for customers. Reps are offered a more limited set of products and options based on customer responses to questions — this is especially helpful when companies have extensive product catalogs.</li> <li><strong>Bundles:</strong> CPQ software makes it simple to create product bundles. Provide pre-packaged groupings of popular products that can still be configured to meet a customer’s needs, but with fewer steps for a seller. If every product comes with a warranty and training, just bundle those together instead of adding them separately! They can still be output as separate line items on the quote and invoice for the customer!</li> <li><strong>Discount controls:</strong> Sellers have more wiggle room with negotiations when they can offer customers discounts — and instantly see the new price quoted on the proposal. With this quick calculation, sellers can easily offer volume-based, customer specific (negotiated), and promotional discounts.</li> <li><strong>Advanced approvals:</strong> Speed up the approval process, even with long chains of decision-makers. The entire approval process is automated, so even complex deals can close fast.</li> <li><strong>Proposal document generator:</strong> Once your buyer decides on a purchase, instantly send them a proposal directly from your CRM.</li> </ul> <p>When implementing CPQ software, you can expect to spend some time configuring data up front. This is because you must manually account for variables such as the added cost of different product styles, volume discounts, and other factors. But that investment quickly pays off with a platform that computes fast, accurate quotes with the click of a button.</p> <p>It's easy and quick to add, remove, and change options when creating a quote using CPQ. For example, say you have a customer who wants to buy five leather chairs with armrests and no wheels, and five black swivel chairs with wheels and no armrests. Once you input the products and then update the options in the system, you will quickly have an accurate price for those products.</p> </div> </article> </div> <div class="background__gradient" style="background-image: linear-gradient(180deg, #FFFFFF 0%, rgb(255, 255, 255) 100%);"></div> </section> </div><div data-blade-id="1715895077500_cau" data-blade-position="8" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="benefits" class="relative textmainbody--blade" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main text--left theme--light_gradient" data-module-id="1715895077500_cau" data-module-name="CPQ key benefits" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <header class="textmainbody__blade-heading grid grid_sub"> <h2 class="headline text__headline--large" style=" "> CPQ key benefits </h2> </header> <div class="blade__description"> <p>CPQ can help reps create product configurations — including options and discounts — for numerous scenarios. This makes building multiple quotes straightforward. Using a predefined framework, CPQ walks reps through the process and helps them create a complete and accurate quote in minutes. It can then be routed to the appropriate parties for approval, sequentially or in parallel, cutting down the wait time even more. Overall, it simplifies the quote-generation process, making things easier and more efficient for your sales team and your customer.</p> <p>Simplify complex calculations, reduce the potential for errors, and create personalized quotes quickly and accurately with automation. You can also adjust pricing rules within the software for a customized pricing process.</p> <p>Here are other benefits to using CPQ:</p> <ul> <li><strong>Consistent pricing and discounting control:</strong> Use CPQ to eliminate pricing errors and unintended discounts.</li> <li><strong>Multi-currency support:</strong> Quotes can be offered in U.S. dollars or any other major currency.</li> <li><strong>Subscription pricing:</strong> Quickly set up recurring billing for customers to improve your <a href="https://www.salesforce.com/blog/monthly-recurring-revenue/" target="_self"><ins>monthly recurring revenue</ins></a>.</li> <li><strong>Contract pricing:</strong> Once a price is negotiated for a product, you can replicate that quote for the same product for that customer in the future.</li> <li><strong>Approval workflows:</strong> Set conditions that require quotes to be reviewed and approved by various teams — sales, finance, and legal — so you don't sell ill-advised configurations.</li> <li><strong>Increased revenue:</strong> By speeding up the quote-generation process, you can move customers through the <a href="https://www.salesforce.com/sales/pipeline/" target="_self"><ins>sales pipeline</ins></a> quicker. Your entire organization can also use <a href="https://www.salesforce.com/sales/analytics/" target="_self"><ins>sales analytics</ins></a> to look at CPQ data, identify trends, and gauge demand for your products or services.</li> </ul> <p><strong>CRM and ERP integration: </strong>By integrating CPQ with your CRM and <a href="https://www.salesforce.com/blog/what-is-erp/" target="_self"><ins>enterprise resource planning</ins></a> (ERP) systems, you can connect your sales and operations and ensure end-to-end data accuracy.</p> </div> </article> </div> <div class="background__gradient" style="background-image: linear-gradient(180deg, #FFFFFF 0%, rgb(255, 255, 255) 100%);"></div> </section> </div><div data-blade-id="1715895096519_17eq" data-blade-position="9" data-blade-name="sf/promotion" data-blade-variant="promotion" data-blade-source="www" data-blade-type="blade"> <section id="1715895096519_17eq" class="relative promotion--blade promotion--center-image" > <div class="container pb-shadow pb-large-corner container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main promotion_layout--center theme--light_gradient" data-module-id="1715895096519_17eq" data-module-name="Get the latest sales tips delivered to your inbox." data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <div class="image__wrapper mobile-pt-0 promotion_layout--center-image_wrapper " > <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/promotion-sales-automation-bkg-4.png?w=1024" class="image__asset" alt="" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/promotion-sales-automation-bkg-4.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/promotion-sales-automation-bkg-4.png?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/promotion-sales-automation-bkg-4.png?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/promotion-sales-automation-bkg-4.png?resize=1024,1024 1024w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/promotion-sales-automation-bkg-4.png?resize=1536,1536 1536w" height="1024" width="1024"/> </div> <div class="content__wrapper pt-64 mobile-pb-8 mobile-pt-40 mobile-ml-32 mobile-mr-32 pb-128 promotion_layout--center-image-content_wrapper"> <header class="promotion__blade-heading"> <h2 class="pbc-g-text-display-4 mt-0 mb-24 mobile-mb-16" style=" "> Get the latest sales tips delivered to your inbox. </h2> <div class="blade__description pbc-g-text-body-1-2 mb-48 mobile-mb-32"> <p>Sign up for the Salesblazer Highlights newsletter to get the latest sales news, insights, and best practices selected just for you.</p> </div> </header> <div class="cta_container flex flex--center ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="Sign up today" data-link-url="https://www.salesforce.com/form/other/salesblazer-newsletter/?d=pb" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="primary" data-stacking="wideM" aria-label="Sign up today: Get the latest sales tips delivered to your inbox." href="https://www.salesforce.com/form/other/salesblazer-newsletter/?d=pb" target="_blank" rel="noopener" > Sign up today </a> </pbc-button> </div> </div> </article> </div> <div class="background__gradient" style="background-image: linear-gradient(180deg, #FFFFFF 0%, rgb(255, 255, 255) 100%);"></div> </section> </div><div data-blade-id="1715895151122_6yz" data-blade-position="10" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="need" class="relative textmainbody--blade" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main text--left theme--light_gradient" data-module-id="1715895151122_6yz" data-module-name="Do you need CPQ?" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <header class="textmainbody__blade-heading grid grid_sub"> <h2 class="headline text__headline--large" style=" "> Do you need CPQ? </h2> </header> <div class="blade__description"> <p>If you're not sure whether a CPQ system is necessary for your business, you should take a closer look at the efficacy of your current process. If reps are spending significant time on manual configurations, you're noticing errors, or deals are getting delayed because of inefficiencies, CPQ may be worth the investment.</p> <p>CPQ helps reps <a href="https://www.salesforce.com/products/cpq/resources/how-to-build-successful-price-quote-template/" target="_self"><ins>build price quotes</ins></a> quickly. This straightforward process not only helps you close more deals but it leads to better customer experiences.</p> <p>If you use subscription pricing or recurring billing, CPQ software can manage the tasks associated with repeat orders and subscriptions, and generating renewal quotes. The software can also easily integrate mid-term amendments to subscriptions into renewal quotes, speeding up your sales process.</p> <p>With successful implementation, you eliminate the need for manual quote writing — so your reps can get back to selling and nurturing your high-value accounts.</p> </div> </article> </div> <div class="background__gradient" style="background-image: linear-gradient(180deg, #FFFFFF 0%, rgb(255, 255, 255) 100%);"></div> </section> </div><div data-blade-id="1715895232901_15uj" data-blade-position="11" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="1715895232901_15uj" class="relative textmainbody--blade" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main text--left theme--light_gradient" data-module-id="1715895232901_15uj" data-module-name="Use CPQ for faster, more accurate quotes" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <header class="textmainbody__blade-heading grid grid_sub"> <h2 class="headline text__headline--large" style=" "> Use CPQ for faster, more accurate quotes </h2> </header> <div class="blade__description"> <p>If you're spending more time preparing quotes than you are selling, CPQ can offer the support you need. With the automation that CPQ brings into the sales process, generating quotes quickly and accurately is one less thing on your reps' plates. And once you integrate CPQ with your CRM and ERP, you'll not only have better customer insights — you'll have more time in the day for building relationships and closing deals.</p> </div> </article> </div> <div class="background__gradient" style="background-image: linear-gradient(180deg, #FFFFFF 0%, rgb(255, 255, 255) 100%);"></div> </section> </div><div data-blade-id="1715895484971_1cz4_410189" data-blade-position="12" data-blade-name="sf/promotion" data-blade-variant="promotion" data-blade-source="www" data-blade-type="blade"> <section id="1715895484971_1cz4_410189" class="relative promotion--blade promotion--center-image" > <div class="container pb-shadow pb-large-corner container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main promotion_layout--center theme--light_gradient" data-module-id="1715895484971_1cz4_410189" data-module-name="Learn 3 ways to sell faster with Salesforce CPQ" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <div class="image__wrapper mobile-pt-0 promotion_layout--center-image_wrapper " > <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/promotion-sales-automation-bkg-4.png?w=1024" class="image__asset" alt="" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/promotion-sales-automation-bkg-4.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/promotion-sales-automation-bkg-4.png?resize=300,300 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/promotion-sales-automation-bkg-4.png?resize=768,768 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/promotion-sales-automation-bkg-4.png?resize=1024,1024 1024w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/05/promotion-sales-automation-bkg-4.png?resize=1536,1536 1536w" height="1024" width="1024"/> </div> <div class="content__wrapper pt-64 mobile-pb-8 mobile-pt-40 mobile-ml-32 mobile-mr-32 pb-128 promotion_layout--center-image-content_wrapper"> <header class="promotion__blade-heading"> <h2 class="pbc-g-text-display-4 mt-0 mb-24 mobile-mb-16" style=" "> Learn 3 ways to sell faster with Salesforce CPQ </h2> <div class="blade__description pbc-g-text-body-1-2 mb-48 mobile-mb-32"> <p>See how Salesforce CPQ helps sellers close faster, and companies launch new revenue models in days, not months.</p> </div> </header> <div class="cta_container flex flex--center ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="Watch the demo" data-link-url="https://www.salesforce.com/form/cpq/what-is-cpq/?d=7013y000000aGAJAA2&nc=7013y000000aG7KAAU" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="primary" data-stacking="wideM" aria-label="Watch the demo: Learn 3 ways to sell faster with Salesforce CPQ" href="https://www.salesforce.com/form/cpq/what-is-cpq/?d=7013y000000aGAJAA2&nc=7013y000000aG7KAAU" target="_blank" rel="noopener" > Watch the demo </a> </pbc-button> </div> </div> </article> </div> <div class="background__gradient" style="background-image: linear-gradient(180deg, #FFFFFF 0%, rgb(255, 255, 255) 100%);"></div> </section> </div><div data-blade-id="1680887923851_tv8" data-blade-position="13" data-blade-name="sf/nup" data-blade-variant="nup" data-blade-source="www" data-blade-type="blade"> <section id="1680887923851_tv8" class="relative nup--blade nup--link_below layout--4 nup--card_resource" > <div class="container container--min-spacing-top"> <div class="grid grid_main nup nup__4 nup__gridFour theme--light_gradient"> <header class="nup__blade-heading text--center"> <h2 class="headline" style=" "> Get more sales tips, tricks, and trends </h2> </header> <div class="cards"> <article class="card card__1 card__wrapper theme--light_gradient" data-module-track-impressions="" data-module-id="1680887923776_1do" data-module-name="Engage buyers of Sales Cloud using Sales Engagement." data-module-position="1" data-module-type="card_resource" > <div class="card--card_resource card--generic_card pbc-g-elevation-2 flex border-rad-16 "> <div class="card__image__wrapper"> <a href="https://www.salesforce.com/form/events/webinars/form-rss/3872418/?d=pb" tabindex="-1" aria-label="Engage buyers of Sales Cloud using Sales Engagement." data-link-url="https://www.salesforce.com/form/events/webinars/form-rss/3872418/?d=pb" data-link-type="image" target="_blank"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/04/card-resources-5-reasons-engage-customers.jpg?w=1024" class="card__image" alt="Sales Engagement Webinar" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/04/card-resources-5-reasons-engage-customers.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/04/card-resources-5-reasons-engage-customers.jpg?resize=300,169 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/04/card-resources-5-reasons-engage-customers.jpg?resize=768,432 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/04/card-resources-5-reasons-engage-customers.jpg?resize=1024,576 1024w" height="auto" width="auto"/> </a> </div> <div class="card__content__wrapper"> <div class="card__copy__wrapper"> <span class="badge blue95 pl-12 pr-12">Webinar</span> <h3 class="card__headline mb-16" style=" "> <a href="https://www.salesforce.com/form/events/webinars/form-rss/3872418/?d=pb" data-link-text="Engage buyers of Sales Cloud using Sales Engagement." data-link-url="https://www.salesforce.com/form/events/webinars/form-rss/3872418/?d=pb" data-link-type="header" target="_blank"> Engage buyers of Sales Cloud using Sales Engagement. </a> </h3> </div> <div class="cta_container flex flex--center"> <pbc-button class="cta_button__wrapper" data-link-text="Watch the webinar" data-link-url="https://www.salesforce.com/form/events/webinars/form-rss/3872418/?d=pb" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="cardText" data-stacking="wideM" aria-label="watch webinar: sales engagement" href="https://www.salesforce.com/form/events/webinars/form-rss/3872418/?d=pb" target="_blank" rel="noopener" > Watch the webinar </a> </pbc-button> </div> </div> </div> </article> <article class="card card__2 card__wrapper theme--light_gradient" data-module-track-impressions="" data-module-id="1680887923786_ad1" data-module-name="Sell faster with these 5 productivity hacks." data-module-position="2" data-module-type="card_resource" > <div class="card--card_resource card--generic_card pbc-g-elevation-2 flex border-rad-16 "> <div class="card__image__wrapper"> <a href="https://www.salesforce.com/resources/articles/sales-strategy/" tabindex="-1" aria-label="Sell faster with these 5 productivity hacks." data-link-url="https://www.salesforce.com/resources/articles/sales-strategy/" data-link-type="image" target="_self"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/04/sales-strategy-guide-5-steps-to-more-efficient-selling.webp?w=1024" class="card__image" alt="Sales Strategy Guide: 5 Steps to More Efficient Selling" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/04/sales-strategy-guide-5-steps-to-more-efficient-selling.webp?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/04/sales-strategy-guide-5-steps-to-more-efficient-selling.webp?resize=300,169 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/04/sales-strategy-guide-5-steps-to-more-efficient-selling.webp?resize=768,432 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/04/sales-strategy-guide-5-steps-to-more-efficient-selling.webp?resize=1024,576 1024w" height="auto" width="auto"/> </a> </div> <div class="card__content__wrapper"> <div class="card__copy__wrapper"> <span class="badge blue95 pl-12 pr-12">Blog</span> <h3 class="card__headline mb-16" style=" "> <a href="https://www.salesforce.com/resources/articles/sales-strategy/" data-link-text="Sell faster with these 5 productivity hacks." data-link-url="https://www.salesforce.com/resources/articles/sales-strategy/" data-link-type="header" target="_self"> Sell faster with these 5 productivity hacks. </a> </h3> </div> <div class="cta_container flex flex--center"> <pbc-button class="cta_button__wrapper" data-link-text="Read the article" data-link-url="https://www.salesforce.com/resources/articles/sales-strategy/" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="cardText" data-stacking="wideM" 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target="_self"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/04/card-resources-state-of-sales-report-1.jpg?w=1024" class="card__image" alt="State of Sales Report for Sales Engagement" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/04/card-resources-state-of-sales-report-1.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/04/card-resources-state-of-sales-report-1.jpg?resize=300,169 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/04/card-resources-state-of-sales-report-1.jpg?resize=768,432 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/04/card-resources-state-of-sales-report-1.jpg?resize=1024,576 1024w" height="auto" width="auto"/> </a> </div> <div class="card__content__wrapper"> <div class="card__copy__wrapper"> <span class="badge blue95 pl-12 pr-12">Report</span> <h3 class="card__headline mb-16" style=" "> <a 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class="card card__4 card__wrapper theme--light_gradient" data-module-track-impressions="" data-module-id="1680887923810_flt" data-module-name="Build your channel sales strategy." data-module-position="4" data-module-type="card_resource" > <div class="card--card_resource card--generic_card pbc-g-elevation-2 flex border-rad-16 "> <div class="card__image__wrapper"> <a href="https://www.salesforce.com/content/dam/web/en_us/www/documents/resource-center/channel-sales-guided-workbook.pdf" tabindex="-1" aria-label="Build your channel sales strategy." data-link-url="https://www.salesforce.com/content/dam/web/en_us/www/documents/resource-center/channel-sales-guided-workbook.pdf" data-link-type="image" target="_blank"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/04/card-resources-channel-sales-guided.jpg?w=1024" class="card__image" alt="Build your channel sales strategy Workbook " sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/04/card-resources-channel-sales-guided.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/04/card-resources-channel-sales-guided.jpg?resize=300,169 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/04/card-resources-channel-sales-guided.jpg?resize=768,432 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/04/card-resources-channel-sales-guided.jpg?resize=1024,576 1024w" height="auto" width="auto"/> </a> </div> <div class="card__content__wrapper"> <div class="card__copy__wrapper"> <span class="badge blue95 pl-12 pr-12">Guide</span> <h3 class="card__headline mb-16" style=" "> <a href="https://www.salesforce.com/content/dam/web/en_us/www/documents/resource-center/channel-sales-guided-workbook.pdf" data-link-text="Build your channel sales strategy." data-link-url="https://www.salesforce.com/content/dam/web/en_us/www/documents/resource-center/channel-sales-guided-workbook.pdf" data-link-type="header" target="_blank"> Build your channel sales strategy. </a> </h3> </div> <div class="cta_container flex flex--center"> <pbc-button class="cta_button__wrapper" data-link-text="Download the workbook" data-link-url="https://www.salesforce.com/content/dam/web/en_us/www/documents/resource-center/channel-sales-guided-workbook.pdf" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="cardText" data-stacking="wideM" aria-label="Download the workbook -- Build Your Channel Sales Strategy" href="https://www.salesforce.com/content/dam/web/en_us/www/documents/resource-center/channel-sales-guided-workbook.pdf" target="_blank" rel="noopener" > Download the workbook <svg width="18" height="18" viewBox="0 0 18 18" xmlns="http://www.w3.org/2000/svg" fill="currentColor"> <path fill-rule="evenodd" clip-rule="evenodd" d="M10.0977 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