Skip to main content
TrustRadius
Salesforce CPQ

Salesforce CPQ
Formerly Salesforce CPQ / SteelBrick

Overview

What is Salesforce CPQ?

Salesforce Revenue Cloud (formerly Salesforce CPQ or 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.

Read more
Recent Reviews

Salesforce CPQ

1 out of 10
February 10, 2022
I've used Salesforce Revenue Cloud for the past 4 years and had a good experience with it. It is relativity easy to learn and makes …
Continue reading

All in-one sales tool

9 out of 10
December 29, 2021
Incentivized
This platform is used to support the Configure-Price-Quote/Quote-To-Cash process for one of our clients, the ability to configure the …
Continue reading
Read all reviews

Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 11 features
  • Attachments to quotes (31)
    8.5
    85%
  • Price adjustment (31)
    8.2
    82%
  • Quote sharing/sending (31)
    7.3
    73%
  • Product configuration (32)
    6.2
    62%

Reviewer Pros & Cons

View all pros & cons
Return to navigation

Pricing

View all pricing

Basic

$30

Cloud
Per User per Month

Professional

$50

Cloud
Per User per Month

Enterprise

$75

Cloud
Per User per Month

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visithttp://www.steelbrick.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
Return to navigation

Product Demos

How to Set Up Contracted Pricing with Salesforce CPQ

YouTube

Improve Up- & Cross-Selling Salesforce CPQ Bundled Quotes

YouTube

Multi-Dimensional Quoting (MDQ) with Salesforce CPQ

YouTube

Salesforce Billing Demo

YouTube

Guided Selling with Salesforce CPQ

YouTube

How to Use Product Rules with Salesforce CPQ

YouTube
Return to navigation

Features

CPQ

Features related to configuring and pricing products and delivering quotes to customers.

7.7
Avg 8.6
Return to navigation

Product Details

What is Salesforce CPQ?

Salesforce Revenue Cloud (formerly Salesforce CPQ or 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 Revenue Cloud (formerly Salesforce CPQ or 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, and SAP CPQ are common alternatives for Salesforce CPQ.

Reviewers rate CPQ-CRM integration highest, with a score of 9.2.

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

Salesforce CPQ Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)20%
Mid-Size Companies (51-500 employees)50%
Enterprises (more than 500 employees)30%
Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews and Ratings

(238)

Attribute Ratings

Reviews

(1-25 of 48)
Companies can't remove reviews or game the system. Here's why
Neha Pant | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
As sales managers, we have to ensure the leads are managed and nurtured in an effective manner, and Salesforce CPQ comes in handy for that. We get timely notifications via email when a new lead is generated and also when it passes through the different stages of a sales life-cycle. You easily can get a small snapshot of the customer's requirements in the notification you receive and can follow-up accordingly. We have an internal mechanism where we need to make sure we approve only the opportunities we deem fit either through CSMs or the SDRs and the process is smooth and seamless. It also helps you keep up to date with the accounts by giving you notifications of the user/contact that is just added to Salesforce CPQ to ensure they have a smooth onboarding process. It also helps us run some great marketing campaigns and pulling out reports is also intuitive.
  • Great for running marketing campaigns
  • Automation is fairly easy
  • Helps in nurturing of the leads
  • Reporting with audience segmentation is amazing
  • Implementation is a bit complex
  • A bit expensive
It is well suited for sales and marketing environments like ours. Helps in effectively running and managing marketing campaigns and doing the dull automation. It can be easily integrated with Salesforce CPQ, and the notifications given are timely. Since I come from sales, it helps me better nurture the leads and make sure my AEs are productive. Helps me keep a better control of all the new leads that are coming in and checking the pre and post stage life cycle of a sale.
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
Incentivized
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.
February 10, 2022

Salesforce CPQ

Score 1 out of 10
Vetted Review
Verified User
I've used Salesforce Revenue Cloud for the past 4 years and had a good experience with it. It is relativity easy to learn and makes sending out contracts and creating proposals much easier than having to do it manually.
  • Easy proposals.
  • Easy contracts.
  • Tracking internal approvals.
  • The UI is clunky.
Great for a fast-growing sales organization that sends out a lot of contracts.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We have allowed our customers to jump across various distribution channels efficiently with direct sales, partners, and online retailers. With the help of Salesforce Revenue Cloud, consumers will complete their shopping basket with a specific product or services configuration and approach the sales and customer service to ask a question or ask for a discount.
  • It pushes forward all processes of collecting cash.
  • It assists in creating unique product catalogs and compatible strategies.
  • It helps identify marketing rules on various channels.
  • Unable to migrate from certain legacy systems
  • Smoother transition process
We have used Salesforce Revenue Cloud to create accounts and quotes much faster and efficiently for leads. We have also used a middleware system that was supported by the Salesforce Revenue Cloud service to eliminate double quoting problems. Thus quotes were approved much faster.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Salesforce Revenue Cloud is the essential tool for us as a sales person because we manage all the stages of our deals in the platform. It helps you track every deal and how it is progressing. Since we deal with a lot of clients, sometimes it is difficult to keep track on every case but thanks to salesforce, you can understand how the deal is progressing
  • Financial approvals
  • Tracking opportunities
  • Creating leads
  • A lot of information
  • Sometimes you get lost
  • Ability to delete some things that had been there for a long time
The best scenario that I can present is the fact that without this tool, it could be very hard to keep track on every deal that we are trying to close. Also you can create a whole profile from the account to contacts and the deals that have been signed so when you see a profile of an account, it has every thing you need to keep the relationship with the client.
The worst scenario that I can present is that sometimes it is very hard to progress on the deal when you have a lot of things to fill before a deal is done.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
As I have grown my business and had more clients and more revenue, SalesForce has been a lifesaver. I used to use Google Sheets for this when I was first starting and growing this business... but as I've grown with more contractors, vendors, and clients, that wasn't nearly enough. This has been a great software to alleviate that pressure.
  • Customer relationships
  • App optimization / ease of use
  • Automation of mundane tasks
  • Pricing for small businesses
  • Use for different/multiple users
  • Sometimes slow customer service
This has been great for customer relationships... as I've grown my business and gained clients, the old Google Sheets / Excel options weren't quite doing it. I've pivoted my business toward several small-volume clients versus a few high-volume clients, so the old "reaching out and checking in" with ALL my clients became so much more difficult very quickly.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Having all the data and the ability to manipulate it in one robust platform like salesforce makes the whole process a breeze. We all know how frustrating it is to bounce around different - sometimes isolated tools. Salesforce Revenue Cloud couldn't make it easier. I know the whole team is very pleased with it.
  • Centralized data.
  • Standardized process.
  • Intuitive interface.
  • I don't have any direct recommendations for improvement.
In my day today, I'm often asked to comb through transaction data and send out the appropriate reports - with Salesforce revenue Cloud that's not an issue. I have complete visibility over the entire purchasing process and am able to share that with my relevant team members. Being able to have a variety of visible ways to examine that data helps a lot too. I personally use the line graphs for total revenue by product.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Salesforce is the integral way we input, track and analyze data within our organization. Many different departments utilize the program in conjunction with other programs that feed directly into and out of Salesforce pertaining to their respective areas. This allows management to run reporting and have access to live, accurate data at any given time.
  • User Friendly.
  • Data Management.
  • Contact Management.
  • Tracking of contracts/commercial real estate leases.
  • Building contracts in the program.
  • Troubleshooting technical errors.
This is a great program. Salesforce is so customizable - almost too customizable. But it is truly a great way to input, track and analyze data over any period of time. It is very user-friendly and I love the customizable dashboards and reports that it offers. It has been a challenge to get it so personalized for our team needs because of how diverse our portfolio and needs truly are - but that being said, it does work great for us.
Score 5 out of 10
Vetted Review
Verified User
Incentivized
We use Salesforce as our CRM. It stores information for accounts, contacts associated with accounts, accounts within organization hierarchies, etc... We use Salesforce to log activities/account notes, track business review meetings, and Salesforce also houses all the important links associated with accounts. When reviewing an account I always start in Salesforce and go from there to access links, contact information, support cases, and more.
  • Versatile - lots of things are housed in one area.
  • Our Salesforce is very messy, which tells me it's not super easy to clean up.
  • I always have a really hard time removing a contacts from an account - it seems like you can't simply remove the relationship so we have lots of people named DO NOT CONTACT or things of that nature.
  • Sometimes when saving it doesn't seem like things actually save.
Salesforce is useful because it houses a lot of data in one area, however, I do think that it could be easier to navigate or update information. Our Salesforce is very messy because it is not that easy to update contact relationships to accounts.
December 29, 2021

All in-one sales tool

Score 9 out of 10
Vetted Review
Verified User
Incentivized
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
Incentivized
[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
Incentivized
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.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
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.
Prashant Choudhary | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
January 10, 2020

Great Software!

Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
November 11, 2019

Salesforce CPQ Review

Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
Jared Wacht | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
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
Incentivized
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
Incentivized
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
Incentivized
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.
Return to navigation