2024年11月14日 · CPQ Object Relationships Review field lookup and master-detail relationships for CPQ objects. CPQ Object and Term Glossary When you’re working with Salesforce CPQ, review important terms and definitions.

Salesforce CPQ (Configure, Price, Quote) is a tool that helps sales 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.

Compare Salesforce CPQ Pricing and software comparisons that fit your company and budget: CPQ Pro, CPQ Premier, and Customized Salesforce Billing.

Guidelines for Changing Quote Terms Change the content of a quote term on a specific quote. Display Quote Terms Conditionally Use quote term conditions when you want to include or exclude a quote term and its subterms based on certain criteria.

CPQ Salesforce, or Configure, Price, Quote Software by Salesforce is a cloud-based sales tool for companies to provide accurate pricing with any given product configuration scenario. CPQ applications take into account optional features, customizations, quantities, and discounts, allowing sales reps to quote prices quickly and accurately.

Even when you see the benefits of CPQ solutions, you may think your current process still fits the bill.But even if your current sales quote generation seems to be enough, be on the lookout for these six signs that you need CPQ:. You’re using legacy quote configurators.

Want to start working with Salesforce CPQ API? Check out the CPQ data models, types of API, and quickstart guides.

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CPQ helps sales reps close deals fast: Many sales teams are stuck relying on spreadsheets and email when it comes to the final stages of their sales cycle, which means instead of moving on to their next deal, they waste hours trying to figure out how to price a product or chasing down a contract approval it. But CPQ changes all of that. Reps get their deal-making canvas to speed …

Finding the Right CPQ Solution: Tailor contracts and sales quotes to individual customers, implementing discounts, special offers, or other modifications with the right CPQ Solution.. Billing Automation:Trigger orders with delivery actions, collate costs, and produce and dispatch invoices.. What Quote-to-Cash Solutions Can Do for Your Business: CPQ solutions that are enhanced …