Create order in your quoting process with CPQ....
December 20, 2018

Create order in your quoting process with CPQ....

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

Overall Satisfaction with Salesforce CPQ (formerly SteelBrick)

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.
  • Given us much more control over discounting.
  • Increased accuracy and speed to generate and send quotes.
  • Increased transparency and reporting to have all contract, subscriptions, and order history directly in Salesforce.
It is a strong offering if your a Salesforce customer. We previously used Panda Doc and the integration with Saleforce was just not robust enough as we've expanded. Panda Doc allowed for much more customization and control of templates. However, the pricing rules, discounting logic, and guided selling were all much more important to our overall process as we've grown.
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.

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
Order capturing