Powerful SFDC Quoting Tool
April 20, 2018

Powerful SFDC Quoting Tool

Cameron Walker | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce CPQ (formerly SteelBrick)

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
  • Systematic way to build quotes and send proposals to customers
  • Consistency across quotes
  • Pricing integrity
CPQ is much more intuitive and user-friendly than JDE. JDE is clunky and was not native to the Oracle CRM tool, which created problems when it came to quote creation and consistency in how deals are moved through the pipeline. We chose CPQ because we were already using SFDC as our CRM tool.
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.

Salesforce CPQ Feature Ratings

Quote sharing/sending
Product configuration
Configuration options
Pricing rules
Price adjustment
Purchase history and open contracts
Guided selling/Sales portal
CPQ reporting & analytics
CPQ-CRM integration
Attachments to quotes