Quick and easy quote generation tool
March 07, 2018

Quick and easy quote generation tool

Will Sharry | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce CPQ (formerly SteelBrick)

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 .
  • More consistent quote generation.
  • Quicker insight into pipeline.
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.

Salesforce CPQ Feature Ratings

9.0
Quote sharing/sending
9
Product configuration
9
Configuration options
Not Rated
Pricing rules
8
Price adjustment
8
Purchase history and open contracts
Not Rated
Guided selling/Sales portal
Not Rated
CPQ reporting & analytics
Not Rated
CPQ-CRM integration
10
Attachments to quotes
10