Great tool that is making everyone's lives a LOT easier!
September 09, 2015

Great tool that is making everyone's lives a LOT easier!

Marcus Sandelowsky, CLSSBB | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with SteelBrick CPQ

Steelbrick is being used directly by our sales team and our finance and executive teams are receiving information out of it. We have a very complicated setup in terms of products and pricing. All of my company's contracts have just slightly different terms (i.e. product 3 is 25% of the sum of products 2 and 3 for client one but 30% for client two but 20% with a $5000 minimum for client 3). With some creative problem solving assistance from our implementation team, we were able to make it so that our Sales team only sees the products associated with each client and gets all of the product calculations to function appropriately. What this means is that we have reduced the opportunity for error to virtually zero while also drastically reducing the amount of time sales has to wait for answers about pricing and the amount of time it takes to actually build/calculation costs.


  • Product bundling and pricing flexibility.
  • End user UI.
  • Document generation.


  • Templates can be difficult to build without HTML knowledge.
  • Some features, like Solution Groups, aren't built out yet or there is confusion about how it should be applied.
  • Multi-dimensional quoting needs to be much more robust.
  • MUCH faster time to build a quote with accurate pricing.
  • Approvals are actually able to be sent and are being completed.
  • Our Implementation teams know the exact product that was sold and what they are expected to bring up.
  • apptus
In comparing the two, Steelbrick seemed more lightweight than Apptus, but more importantly, the Steelbrick team was MUCH nicer, easier to get in touch with and responded in a timely manner.
If you have products where the costs are calculated, be as specific as possible. You may have to build custom fields on the product object to drive those calculations.

Using SteelBrick CPQ

42 - Sales are the primary users, but Finance, Executives, Professional Services and Implementations all receive information out of this product.
2 - Salesforce admin, Sales Admin, Process improvement
  • Quote generation
  • Quote approvals
  • Sales to existing clients
  • We have been able to limit customer products to just those that they are contracted for or that that are eligible for, making sales a lot easier.
  • Customizing templates is remarkable easy.
  • We are looking into making it possible for a user to request licenses from our webpage or community and for that to automatically create an opportunity and a quote.
The company is very easy to work with and is growing by leaps and bounds. We do not anticipate switching vendors anytime in the near future

Evaluating SteelBrick CPQ and Competitors

Yes - It replaced user generated quotes done in Word or Excel.
  • Product Features
  • Product Usability
  • Product Reputation
  • Vendor Reputation
  • Positive Sales Experience with the Vendor
Ease in working with the sales and implementation team played a large part in our adoption
Honestly, I dont think we would.

SteelBrick CPQ Support

Everything that has been brought up with them has been addressed. We even received an answer where they basically said, "We've escalated to our CTO to find out how this should be working, since no one agrees if it's a problem or not." That's great service in my book.
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Quick Initial Response
Yes - not resolved yet, but being addressed.
Sent in an issue about the way an object was working and received an answer back basically saying that they were not sure if my problem was an actual issue or if it was working as designed. Instead of defaulting to "not an issue", they told me that they escalated to our CTO to get a definite answer. Love that they went the extra mile.

Using SteelBrick CPQ

After the initial set up, end users who are not the most tech savy are generally finding it easy to navigate.
Like to use
Easy to use
Technical support not required
Well integrated
Quick to learn
Feel confident using
  • Adding products, quantities and discounts is great.
  • Generating a document is just a matter of a few clicks.
  • Separating products into how they are priced/billed is a little cumbersome, even with some automation. For instance, we have products that are billed during the whole contract term (3 years), during the first year, and during the 2nd and 3rd years of the contract. To make pricing work out, we have had to get creative.


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