A dropdown menu has products of interest. A configurator adds products from the dropdown, and a buttons generates the quote.

Salesforce CPQ

Sell faster and boost sales productivity with configure, price, and quote capabilities that flow straight from CRM. Quote quickly and accurately with guided selling flows, product bundles, and discounting rules for sellers. Mitigate business risk with controls, approval workflows, and compliance built into the quoting process.

Sell faster with CPQ on CRM.

Empower reps to build quotes quickly, accurately, and in compliance with business policies.

Structure bundles and quote efficiently.

Maximise quoting efficiency with product catalogs and pricing accessible straight from your CRM. Implement dynamic pricing strategies with rules that trigger changes when specified products are on a quote. Apply price field rules, conditions, and actions to deliver more sophisticated pricing strategies as the business needs.

A configuration tool alerts a user that a product quantity exceeds a base amount rule.

Give sellers negotiation levers like the ability to offer discounts on an entire quote or individual products. Drive buyer incentives with different discount strategies like volume-based discounts, compound discounts, and proportional discounts. Ensure margin protection by requiring approvals for discounts above thresholds set by the business at the quote level or the product level.

A dashboard displays possible discounts of 20, 30, and 40 percent with the approvers needed for each level.

Close complex deals fast and ensure compliance with advanced approvals. Automate cross-functional approval chains and reduce deal friction with parallel or dynamic workflows. Design approval processes tailored to your business by setting rules and conditions such as approval triggers, user groups, user permissions, and sequences.

A sales rep inputs a requested discount into a workflow. The workflow shows the required approver and next steps.
A configuration tool alerts a user that a product quantity exceeds a base amount rule.
A dashboard displays possible discounts of 20, 30, and 40 percent with the approvers needed for each level.
A sales rep inputs a requested discount into a workflow. The workflow shows the required approver and next steps.

Draft, review and send proposals all from CRM.

Speed sales cycles with easy-to-use guided selling. Prompt sellers with targeted questions and intelligently narrow down product options. Provide reps smart recommendations based on responses to help quickly navigate expansive product catalogs.

A dropdown menu allows user to select products from the catalog and flow them directly into a quote.

Help sales teams structure product bundles easily with a configurator that shows product features and the options available within each feature. Provide reps the ability to add or remove options from bundles within defined limits. Adapt configurator settings to easily add compatible features, add-on, and upgrade options.

A product configurator screen

Generate proposal documents straight from the quoting process. Configure products, pricing and discounts to send proposed deals to customers straight from CRM. Save sellers time with predefined proposal templates. Ensure a professional branded presentation and elevate the customer experience with integrated document generation.

A sales rep generates a quote in one click thanks to existing templates.
A dropdown menu allows user to select products from the catalog and flow them directly into a quote.
A product configurator screen
A sales rep generates a quote in one click thanks to existing templates.

Drive growth with flexible revenue models.

Empower reps to meet customers' varied needs with flexible pricing models such as metered services, consumption-based, or tiered usage structures. Support consumption pricing for any kind of service. Configure units of usage and setup different pricing rates based on usage volume.

Content delivery and media processing have different unit prices, one per gigabyte, the other per hour.

Provide customers flexibility to amend their contract and terms anytime. Accelerate upsells and cross-sells with quoting for amendments like add-ons, swaps, and upgrades. Reduce churn with automated customer communications like renewal quotes and mid-term change notifications.

A shopping cart with zero balance is shown in one dashboard with subscription metrics in another.

Accelerate partner sales efficiency. Make it easy for partners to give customers accurate quotes for products and services. Embed products, pricing, and rules in policy-aligned partner portals. Automate product recommendations and interactive capabilities for deal collaboration with partners.

A quote is shown with a window to add a discount for partner sales.
Content delivery and media processing have different unit prices, one per gigabyte, the other per hour.
A shopping cart with zero balance is shown in one dashboard with subscription metrics in another.
A quote is shown with a window to add a discount for partner sales.

Get the most out of your revenue management platform with partner apps and experts.

Accelerate revenue growth with thousands of pre-built and consultant offerings on AppExchange. Check them out today.

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Proud to be named a Leader for CPQ by Gartner for the 7th year.

When your sales team is pressed to do more with less, it’s time to start looking at their tools and processes. That’s where Salesforce CPQ comes in.

See why Salesforce CPQ is recognised in the 2023 Gartner® Magic Quadrant™ for Configure, Price & Quote Applications.

Become a Salesblazer with free, guided learning on Trailhead.

Frequently asked questions

Revenue management is the process of optimising every business activity in the product-to-cash cycle. This includes pricing and packaging, configure price quote, order to cash, and revenue reporting.

The benefits of revenue lifecycle management software includes speed and agility to launch new revenue streams, optimise revenue streams, reduce operational costs, and drive automation at scale. All of these benefits work together to help deliver profitable growth.

Revenue lifecycle management software is a tool that helps businesses launch flexible revenue models and manage dynamic customer relationships by automating tasks across the product-to-cash lifecycle on CRM.

CPQ stands for Configure, Price, Quote. A CPQ solution is a software tool that helps businesses automate the configuration, pricing, and quoting of their products and services. It streamlines the sales process, improves controls, and accelerates deal cycles.

CRM stands for Customer Relationship Management, a software solution that manages every touchpoint in the customer lifecycle. Salesforce CPQ (Configure, Price, Quote) is a solution that helps businesses automate the configuration, pricing, and quoting of their products and services. While both tools can be used in sales processes, CRM focuses on managing the entire customer relationship, while CPQ focuses on streamlining the sales process.