Salesforce CPQ

1. Product Configuration

• Allows users to select and configure complex products.

• Supports bundles, options, dependencies, and constraints.

• Uses Product Rules (Selection, Validation, Alert, Filter).

2. Pricing Engine

• Applies pricing rules automatically based on logic.

• Supports:

  • List price

  • Cost plus markup

  • Tiered/block/volume pricing

  • Contracted pricing

  • Special pricing agreements

3. Discounting

• Manual and automated discounts by amount or percentage.

• Controlled by Price Rules and Approval Workflows.

• Prevents over-discounting using thresholds.

4. Quote Generation

• Generates customer-ready quotes in PDF format.

• Templates support branding, terms & conditions, images.

• Quotes are versioned and stored for audit trail.

5. Approvals

• Quote or discount-based approval routing.

• Configurable via Advanced Approvals or native workflows.

• Email notifications and Salesforce tasks can be triggered.

6. Quote-to-Contract

• Converts approved quotes into contracts.

• Auto-generates assets, subscriptions, and service contracts.

• Contracts include renewal and amendment terms.

7. Subscription Management

• Tracks recurring revenue and time-based pricing.

• Supports ramp deals and proration.

• Integrated with Salesforce Billing for usage/metered billing.

8. Renewals & Amendments

• Auto-creates renewal quotes from existing contracts.

• Allows mid-term changes (add/remove products or adjust terms).

• Links back to original quote and contract data.

9. Document Generation & E-Signature

• Integration with tools like DocuSign, Adobe Sign.

• Automates sending, signing, and storing contracts.

10. CPQ Analytics

• Dashboards for pipeline visibility, discounting trends, quote age.

• Can integrate with Salesforce Einstein Analytics for AI insights.