Salesforce CPQ

Salesforce CPQ
Formerly SteelBrick

Score 8.3 out of 10
Salesforce CPQ


What is Salesforce CPQ?

Salesforce CPQ (formerly SteelBrick) is built and delivered on the Salesforce Platform and Salesforce1 Mobile App which enables users to create accurate sales quotes quickly and submit error-free orders on the fly from any device.
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Recent Reviews

Great Software!

7 out of 10
January 10, 2020
We can quickly and accurately generate quotes for sale orders. Our sales and billing departments use it to address sending quotes straight …
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Popular Features

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  • Price adjustment (30)
  • Attachments to quotes (30)
  • Quote sharing/sending (30)
  • Product configuration (31)

Reviewer Pros & Cons

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Entry-level set up fee?

  • Setup fee optional
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  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services
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Product Demos

Salesforce CPQ (Configure Price Quote) Demo
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Features related to configuring and pricing products and delivering quotes to customers.

8.4Avg 8.6
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Product Details

What is Salesforce CPQ?

Salesforce CPQ (formerly SteelBrick) is built and delivered on the Salesforce Platform and Salesforce1 Mobile App which enables users to create accurate sales quotes quickly and submit error-free orders on the fly from any device.

Salesforce CPQ Features

  • Supported: PRICE & QUOTE: Ensure consistent pricing and discounting. Generate customer-friendly quotes easily and accurately.
  • Supported: PROPOSALS & CONTRACTS: Create professional-looking branded proposals and contracts.
  • Supported: ORDERS & RENEWALS: Automatically generate renewal quotes. Apply existing contracted terms and prices to add-on orders.
  • Supported: PRODUCT CONFIGURATOR: Configure products and services based on your business rules and logic.
  • Supported: GUIDED SELLING: Help your sales reps select the right products and services for each customer every time.
  • Supported: RESELLER CHANNELS: SteelBrick CPQ for Communities is an online selling platform that connects your resellers and distributors to your own sales processes and resources.

Salesforce CPQ Screenshots

Screenshot of Configure. Price. Quote. Anytime, anywhere, on any device.

Salesforce CPQ Video

Salesforce CPQ Demo

Salesforce CPQ Integrations

Salesforce CPQ Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationOther: Salesforce1
Supported CountriesAll
Supported LanguagesEnglish

Frequently Asked Questions

Salesforce CPQ (formerly SteelBrick) is built and delivered on the Salesforce Platform and Salesforce1 Mobile App which enables users to create accurate sales quotes quickly and submit error-free orders on the fly from any device.

Conga CPQ, Oracle CPQ Cloud, and SAP CPQ are common alternatives for Salesforce CPQ.

Reviewers rate Price adjustment and CPQ-CRM integration highest, with a score of 9.

The most common users of Salesforce CPQ are from Mid-sized Companies (51-1,000 employees).

Salesforce CPQ Customer Size Distribution

Small Businesses (1-50 employees)20%
Mid-Size Companies (51-500 employees)50%
Enterprises (more than 500 employees)30%
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(1-25 of 40)
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Score 8 out of 10
Vetted Review
Verified User
It is a very good app for storing customer data; we use it to store information within our company and with clients too. We are also working on different modules of this app to be used in our organization. It helps us to ease out our work. We would like to recommend this software to everyone.
  • this allows user to develop app as it stores the metadata.
  • It provides powerful API's helps in smooth transfer of data.
  • Works as SaaS so we can directly use an app within this tool.
  • Well, they can work on the layout and interface just to be make it easier for everyone.
There are so many times when you just want to store the information with other clients securely and do not want to share the secure data; here, Salesforce works best as it connects with APIs to complete your communication in a very secure manner. This is the best software to establish a secure connection.
Score 7 out of 10
Vetted Review
Verified User
With Salesforce products you're getting a platform to build upon. We had to invest a considerable amount of money to meet our needs. it's an in-depth Salesforce internal resources and support system for our business needs. Salesforce CPQ automates quoting, contracting, and ordering processes. The solution improves sales productivity and helps you close more deals without ever leaving Salesforce.
  • Better control over discounting by sales people.
  • Easy-to-use, next-generation app that is part of the Sales Cloud solution.
  • Salesforce CPQ delivers next-generation service which is easy to implement than other CPQ applications.
  • It's built using the standard objects in Salesforce like quotes and products.
  • Desktop Experience is not supported for mobile browsers.
  • While selecting Primary Contact on the Quote does not auto-populate the phone and email fields for the contact.
  • Product Option Drawer Attributes are not supported in the Salesforce mobile app.
What I like best is the ease of use to be able to track all opportunities and quotes in my daily sales tracker I also like the fact that you can reorganize the view for your opportunities. For instance, it is very similar to a spreadsheet where you can filter them by date, dollar amount, name, and several other ways. I found this to be less appropriate when we have to do multiple roles while assigning one task to multiple users. Column resizing within the Quote Line Editor is not supported in the Salesforce mobile app.
Nathaniel Sintros | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
CPQ helps us speed up the pricing and approval process. It also ensures our data is accurate and aligned from the quote to the opportunity, making for better data and more insights/visibility on discounting for leadership. We require CPQ to be used for new/upsell and renewals so our whole customer-facing team is using CPQ.
  • Pricing calculation.
  • Data hygiene.
  • Opportunity and pricing approval.
  • Lots of customization needed.
  • Heavy on the admin side.
  • Difficult to follow/customize at times.
CPQ is great if you can devote the time to it to make it perfect for your sales team. It requires a lot of time and energy to build it out and customize, but once that's done it is one of the most powerful tools you will have. Having an expert in CPQ is really helpful as well.
December 29, 2021

All in-one sales tool

Score 9 out of 10
Vetted Review
Verified User
This platform is used to support the Configure-Price-Quote/Quote-To-Cash process for one of our clients, the ability to configure the product and integrate with the company's ERP solution makes it really easy for an end-to-end process. It is also used to support end-user and quickly trace the logs on what the users are doing for easy resolution. Salesforce CPQ is easy to navigate and use. Being user-friendly, it is easy to learn how to use it and work with it and provides a smooth user experience.
  • Configuration
  • User-friendly and user experience
  • Integration with SAP
  • When integrated, sometimes some of the functionality is missing
With the complex business scenario of working with configuration, this is very helpful and integrates well based on the requirement. I cannot think of a scenario where CPQ is less appropriate, having said that it is easy to use and navigate makes it a better choice.
Score 10 out of 10
Vetted Review
Verified User
[Salesforce CPQ (formerly SteelBrick)] is an integral part of our contracting process and allows us the ability to easily amend existing contracts, track changes, and have different pricing variations as needed (block, slab, etc.).
  • Amend contracts
  • Track cross-sell, expansion, and product churn
  • Implementation can be cumbersome as it requires clearly defining your own processes
  • Licenses are expensive
The flexibility we have is great. While we want this flexibility we also want it contained within defined parameters and [Salesforce CPQ (formerly SteelBrick)] allows us to do this.
Pranav Lal | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Salesforce CPQ is primarily used by our Account Executive, Renewal Managers, Legal, Revenue Operations and Sales Operations and for some certain cases the SDR team.
It helps in creating multiple quotes that can be presented to the customer and then ultimately populates key metrics on the opportunity. It gives a lot of structure and process to the selling process.
It makes sending out documents for signing very easy by using the DocuSign connector.
  • Generating proposals
  • Creating multiple quotes
  • Multiple Templates
  • Approvals
  • Some time Primary Quote Details dont move over to Opportunity
  • The managed package code can be slow sometimes
Creating multiple quotes that can be presented to the customer.
Populates key metrics on the opportunity.
Gives a lot of structure and process to the selling process.
Parallel Approval Process
Sending out documents for signing is very easy by using the DocuSign connector.
Score 10 out of 10
Vetted Review
Verified User
We use Salesforce CPQ to quote and contract all sales throughout the organization. It unifies all quoting, discounting and approvals.
  • Approval process is robust and smooth.
  • Quoting across various business types works very well.
Salesforce CPQ just works! It's the center of our entire quote to cash process.
Salesforce has definitely listened and helped us solve problems. They continually add additional features based on feedback from customers. The Salesforce CPQ leadership group are fanatical about listening and taking action to solve common use cases.
Score 6 out of 10
Vetted Review
Verified User
Salesforce CPQ (formerly SteelBrick) is being used primarily by the sales and marketing departments, it allows us to create quotes for our prospects instantly, and it helps us sign contracts quickly.
  • Easily create quote and send to my customers
  • Very flexible tool and user friendly
  • Lack of support to solve issues.
  • Supports are very slow to give the right information in the right moment.
Could be interesting for big companies but not that unusual for small and medium enterprises.
The support team is good globally, but they need to be more reactive.
Prashant Choudhary | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
It is being used in order to improve the productivity of the entire organization and also helps in maintaining the leads database accurately, it has the linking of all sales aspects whether it is the lead management, or quote management even discounts or editing the terms and conditions of a quote or other things, this also provides a linking of lead to cash conversion.
  • Lead management.
  • Leads to financial conversion that is we can directly see the conversion of leads in to cash flows.
  • Integration with software from other brands should be made easier.
  • Data migration from other CRM is really hectic and can be time consuming or glitchy.
It is actually well suited in most sales scenarios, perfect for the one I am operating under, which is a budding and upcoming eCommerce platform like industry buying where new SKU's across various categories and subcategories and various pricing and discounts keep on being added to the system and quoting and finding details becomes a difficult task, there in Salesforce CPQ becomes a game-changer.
There have been some issues with multi-year pricing of certain products and services which we have been assured will be resolved but I guess are still underway, the support team apart from this has not been needed much and in the rare scenarios, it has been needed the resolutions of conflicts has been prompt and quick, so the overall support would have my high regards for being so helpful and customer-oriented so as to assure good performance of their toolset and customer satisfaction.
Score 7 out of 10
Vetted Review
Verified User
We use Salesforce CPQ across our sales team (Account Executives and CSM's, our version of account managers), to make quotes/proposals for our customers. It provides a means for us to more easily put together quotes based on the line items in our price books. We have changed our pricing a few times over the years, and have many different line items, so it allows us to quickly select the items needed to provide quotes for each account and the specific products that they need.
  • It organizes line items so you can select exactly what you need for each account.
  • It provides a "target amount" field so you can enter the total cost that the items in the quote need to amount to.
  • It's difficult to move line items around and organize them.
  • I wish there was a "target customer amount" button for individual groups and that you could edit the individual line items to be a certain amount. In general, and to add up to the "target customer amount."
SFDC CPQ is good for creating and generating quotes when you have a set, organized price-book and line items. If you have a lot of different price books or pricing that has changed over time, and different terms/amounts that need to be grouped together, it can be difficult to use, since you can't customize the prices, and it can be a bit clunky to arrange when you have a variety of products in a single quote.
I haven't had to get support from the SFDC CPQ team, but I would hope that they are responsive and helpful.
January 10, 2020

Great Software!

Score 7 out of 10
Vetted Review
Verified User
We can quickly and accurately generate quotes for sale orders. Our sales and billing departments use it to address sending quotes straight from Salesforce to a contact or account records.
  • Quick quotes.
  • Send orders easily.
  • Accurate.
  • Hard to implement and set up.
  • More personalization of quotes.
This is well suited for teams that are using Salesforce already as their main CRM and want to send quotes quickly and accurately to contacts and accounts. If you are using a different CRM I would recommend looking into other options that are better integrated.
I haven’t used their support myself but there is a lot of guidance and information online and seems to be a large community to ask questions.
November 11, 2019

Salesforce CPQ Review

Score 8 out of 10
Vetted Review
Verified User
SCPQ helps us to configure products, price orders, and generate quotes at TriNet. This software solution has helped us to streamline our processes from the quote process to payment from the customer. It has been our all-in-one CRM Platform.
  • Quoting
  • Pricing
  • Payment
  • Proposals
  • Ease of use.
  • Smooth integration with the Salesforce platform.
  • Complexity
At TriNet, we utilize Salesforce CPQ for the quoting process of insurance products and Human Resources Outsourcing. The tool enables a sales professional the opportunity to build quotes from scratch. Then, he or she is able to pass the quote on to the next appropriate department for approval, which creates a seamless process.
The support from the team at Salesforce CPQ has been solid and consistent. Any time someone from my team is in need of assistance, the Salesforce CPQ team is always available and extremely knowledgeable. I feel like we are fully supported if there are glitches with the program or if I am stuck in a situation where I do not know how to accomplish a task.
Jared Wacht | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
We use Salesforce CPQ for almost all sales quotes. Our goal is to have all of sales on CPQ in 2020 as its capabilities far surpass our internal product.
  • Customer Target Amount setting - Splits out discounts evenly across products within given discounting rules.
  • Calculate button takes the math out of the sales reps' hands, which is a must!
  • Allows for the hiding/displaying of products and tethering of products to prevent reps from selling in-compatible products or from missing required products.
  • Performance - The speed of the system needs improvement. The biggest complaint we get from all reps.
  • It should be easier to manipulate quotes on the QLE.
CPQ is fantastic for straightforward, simple small product catalog selling. It is not the best when you try to use MLP (Multi-Language Processing) as it causes performance issues and other errors.
They are very responsive and try to help but don't always have the answers or give the best advice when it comes to a complicated problem or set-up.
Score 10 out of 10
Vetted Review
Verified User
We use Salesforce CPQ for guided selling, bundled service offerings, discounting and approvals. We are also using Salesforce AI tool Einstein to get recommendations of the best quotes that have resulted in closed won deals. The automations and integrations into Conga make it a tool that we could not live without! I highly recommend it to anyone with a complex offering or complex discounting or that constantly is onboarding new reps.
  • Guided selling for easily on-boarding new reps
  • Bundles that make up-selling and cross-selling a breeze
  • Discounting and approvals that make for easily automated processes
  • AI tool Einstein to get recommendations of the best performing wording and orders
  • Speed is sometimes slow
  • Standard templates for orders are lacking but can be solved with a CLM tool like Conga
  • Complex implementation that requires a partner that knows what they are doing around CPQ and billing (but it's the same for all CPQ tools that we have seen)
Great when using AI tool Einstein to get recommendations on best quotes and added products and services to offer. It allows guided selling so new reps don't have to know the whole product catalog and allows easy discounting and approvals. It is tough with custom quote designs but can be solved with a CLM tool like Conga or SpringCM that will also provide other benefits like contract management and storage.
Score 9 out of 10
Vetted Review
Verified User
Salesforce CPQ has allowed us to automate our sales process in a much more robust manner. We are using it for the sales team to manage and create all quotes, orders and contracts. It has allowed us to control discounting and really customize the sales process. It has also allowed the whole quote process to live directly in Salesforce for complete transparency and has eliminated many manual processes that were error-prone.
  • Discounting Rules are very flexible and robust.
  • Guided Selling configurations are very strong.
  • Integration with Docusign really speeds up the sales process.
  • The quote templates could allow for a little more customization.
  • Would like to see advanced approvals included as part of the package without an extra cost.
Very well suited if you need to standardize quotes, discounts etc. The level of customization and rules are really robust. The approval process is also very useful and allows for that automation in Salesforce directly as well. It is not as well suited if you need great customization of quote templates. The standardization is its strength if you need that, but if you don't or you need flexibility, CPQ is probably not the right tool.
Lindsey Stevens | TrustRadius Reviewer
Score 2 out of 10
Vetted Review
Verified User
We use Salesforce CPQ to manage the quote/ contract creation process for both new business and renewal. It is used across the entire sales organization. The "idea" behind implementing it was to help standardize our contracts, but also to provide flexibility in creating quotes.
  • You can list out all of your products
  • You can allow your sales team to modify prices of products
  • You can create multiple quotes at a time
  • The system is very slow to load between each page
  • The system is very rigid - you aren't able to easily modify descriptions
  • There are tons of hoops you have to jump through in order get things to work properly
  • It is not intuitive in the slightest - very difficult to use
I can understand what idea behind Salesforce CPQ is - to make it easy to quickly generate custom quotes by selecting different products - but unfortunately it just doesn't work the way it should. Creating quotes is an incredibly long arduous process where my SFDC admin usually has to get involved because things aren't working as expected. I'm not sure if this is because our system is not set up properly, it's a buggy system, or more likely a mix of the two. There are a few quirks/bugs you need to be aware of and hoops you need to jump through in order for things to work properly. If you are looking for a quick tool to spin up quotes that's simple and easy to use, this is not the tool for you. If you need to standardize onto a very rigid quoting platform, this certainly works for that.
Score 9 out of 10
Vetted Review
Verified User
Salesforce CPQ is currently used @ Xactly Corporation to provide easy access to build quotes directly from within the opportunity object in SFDC. Sales, Sales Operations, and Customer Success are the departments utilizing the tool primarily. We use this tool to avoid manual order form creation processes in Excel.
  • Salesforce CPQ easily maps to standard and custom fields within the opportunity in SFDC, allowing you to avoid time spent duplicating effort or copying and pasting deal criteria.
  • Salesforce CPQ connects directly to pre-determined price book, making it very easy to provide a proposal based on standard cost and/or add discounts to standard cost and reflect those reductions on the order form as appropriate.
  • Salesforce CPQ provides the ability for administrators to configure workflows for approval based on certain discount %'s on the standard cost, offering a quick and easy way to route automatically through the organization for approval.
  • Calc and process time are slow, as is the case with many Salesforce native applications. If there are too many line items, you may see APEX errors.
  • The order form process can get very lengthy if you have several line items or need to account for year over year increases in per subscriber cost with separate line items for each year in a multi-year agreement.
  • If there are not multiple people eligible to approve a quote at a certain stage in the approval process, it can take a significant amount of time if that individual is away from their computer / mobile device.
If you leverage SFDC as your CRM, I recommend utilizing Salesforce CPQ given it's tight integration and ease of use.
Score 8 out of 10
Vetted Review
Verified User
Whole organization currently.

Allows our sales group to track account interactions, and links with our internal system to bill and monitor usage
  • The ability to process a quote quickly and efficiently helps my daily task proficiency increase
  • Straight forward to use, and intuitive.
  • Has reduced the number of steps needed when building and finalizing a quote
  • Could be reduced to less steps than it already is
  • Some steps need additional workflow than desirable
Suited well for enterprise level companies who are familiar with needed to build multiple quotes and distribute them with confidence. There is a need for the process to be even more streamlined and effective. The quicker I can complete this process, the faster the turnaround for onboarding the client.
Graham Power | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
The use case for CPQ was across a 250+ employee salesforce. CPQ was implemented because my company had gotten to a stage where product and selling configurations had become complex. This became a huge priority in the fall of 2017 to implement. It was, without doubt, the biggest change in our sales process (especially within Salesforce) to date. CPQ was implemented to solve for complex pricing configurations, to increase speed and accuracy, and create workflows to maintain pricing integrity.
  • native workflow w/in opportunities - that is a pretty essential characteristic.
  • automating the quote, contracting and renewal process
  • enabling reps to produce complex price quotes that can span multiple product lines and (to an extent) simplify orders
  • This is not an easy product to stand up. when it comes to pricing for most companies selling an array of products, nuisances can really complicate your experience.
  • If you need to quote multiple product configurations across multiple subscription terms, things quickly become quite laborious
When you get to the stage where you need a product like this, it's definitely a booster. but be warned that it is a major process change in most cases and one you need to budget time to let your salesforce adjust.
Score 10 out of 10
Vetted Review
Verified User
CPQ is being used across our sales, finance, and professional services departments. It solves the issue of having multiple sources of quoting from different departments. It allows for all SOW's and Service Orders to be put onto one document for our customer, rather than having to electronically send some docs, email PDF's of other docs, etc. It also allows for us to quote everything in one place - not just the technology, but also the implementation and any other services involved, without having to reach out to those individual teams.
  • Easy to use interface. Very shallow learning curve, so it's not a massive headache switching from previous tools.
  • Ability to adjust different line items on quotes as needed.
  • The ability to house multiple quotes that can be updated on the fly and integrate well with our pricing packages.
  • Automatically save. I will change the name of a quote, forget to click save and then it reverts back to standard name
  • Ability to update certain aspects of quote, even when it is in approval stage. while it is in the stages of being approved or even receiving an SOW or a service request, I'm not able to update the license name until the approval goes through.
  • Approvals go DIRECTLY to necessary people. When there is a massive chain of person out of the office in that chain can create a headache.
Appropriate for creating and managing quotes for your multiple opportunities. Can't really think of a scenario where it wouldn't be well suited. It also ties well into finance, so they can see exactly what needs to be invoiced. It's also a great tool for having multiple hands in the pot - for example a client has to use implementation services, professional services, and technology - it can all be quoted in one place.
Cameron Walker | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
I was spending way too much time creating quotes for clients using our previous quoting tool. Salesforce CPQ has reduced that time considerably. My productivity has increased and the accuracy of the quotes and contracts generated are consistent and branded properly. Selling bundled products and renewals are now so much easier. The integration with other systems has been smooth as well.
  • Easy to use UI integrated within existing SFDC platform
  • Generate quotes from opportunity object and have pricing proposals organized in a neat and orderly fashion
  • Automated workflow for proposal approval
  • Quote slow to load at times
  • Order form generation can get a bit tricky with multi-year agreements with annual increases in subscription, ramped subscribers, exceptions to standard contract terms
  • Once quote is approved, the steps required to export the document to pdf outside of SFDC is not entirely straightforward
If you've got deep roots in SFDC already, I would recommend it. It's a nice application to layer on the existing platform and see further application integration benefits. It is a highly customizable CPQ platform, which can be easily adapted/configured to suit different business use cases.
Derek McKenna | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
CPQ is used by all the sales teams to generate quotes for clients and to facilitate contract creation
  • Quick creating of quotes for clients
  • Seamless integration with Salesforce
  • Checking product pricing for own reference
  • Tends to be a bit 'buggy' at times and doesn't always work 100% of the time
Very well suited for creating quick quotes and contracts
March 16, 2018


Score 9 out of 10
Vetted Review
Verified User
CPQ is being used throughout the North America sales organization. It was implemented about a year or so ago. We love it.
  • Cloud based
  • Can access this from anywhere and make changes anytime
  • Easy quote to order process
  • I would like to be able to download contracts from CPQ. We only have the functionality now for quotes.
  • Would like there to be an option for international ordering.
Any large sales organization where you need to quote things quickly and can access this from anywhere.
Will Sharry | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
We use Salesforce CPQ to enter quotes in Salesforce for new business and upset opportunities. We have an array of products we can select from to price out and we have the ability to edit contract terms, discounts, etc. We quickly and easily generate contracts with Salesforce CPQ. It helps us have consistency amongst the team with our quotes and lends us insight into our pipeline.
  • Quick and easy quote creation.
  • Quick easy contract generation.
  • Minor glitches here and there .
It's great for creating quotes and contracts through Salesforce. It's easy, quick and painless. It tracks to your pipeline to help you easily manage all the quotes you have on your various sales opportunities. It also supports a quote approval process.
February 08, 2018


Score 7 out of 10
Vetted Review
Verified User
We were using SteelBrick as our sales and upsells quote creator and processor. This was supposed be robust enough to handle our pricing options for [our] product and in the end, we decided on another solution. SteelBrick just didn't cut it for our needs at the time. I know others have had great experiences with it, but we didn't see the same results.
  • Definitely better than Excel, Word, or Google Docs.
  • The integration with Salesforce with is very nice.
  • Custom pricing options are an added benefit.
  • Customer service is lacking, especially compared to Salesforce.
  • Slow load times.
  • Does a poor job of highlighting when a field is incorrect or missing.
If you do a lot of large complex quotes, they can lag during processing/calculation.

This is not well suited for those who need a billing/quote system right out of the box. A lot of it feels over-complex and lacks structure.

Their support articles and resources are very limited and more often than not, outdated. The only real place to get help is in their forum where you would need to be a developer to understand and use.
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