Choose Another Solution
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Configure, Price, and Quote
1. Configure, Price, and Quote
Salesforce CPQ & Billing is 100% native to Salesforce, and everything you will click through today is 100% out of the box. Salesforce CPQ is purpose-built to handle recurring relationships.
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Create a new quote for this opportunity.
2. Create a new quote for this opportunity.
This tour will walk you through how to build and price a security solution. As you build the quote, Salesforce CPQ will automatically fill in the opportunity record.
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Create New Quote
3. Create New Quote
Here's where you can determine who the quote will go to, how long the contract will be, and if this quote data such as pricing and products will pull into the opportunity and reports.
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Product Selection: Guided Selling
4. Product Selection: Guided Selling
Salesforce CPQ takes the guesswork out of product selection. Guided selling will help you find the products or services that fit your customers' requirements.
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Configure your solution.
5. Configure your solution.
Now you can configure your solution with confidence. Salesforce CPQ makes it easy to create rules that ensure that every quote created is 100% error-free.
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Configuration Rules
6. Configuration Rules
There are different types of rules you can set for your products, such as setting max/min quantities, exclusion/dependency rules, and pricing rules. These rules can be built for individual products.
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Price your solution.
7. Price your solution.
Salesforce CPQ allows your sales team to choose which price book to pull from. You will also have different discounting options to choose from, such as line-item, tiered, and total goal seek.
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Quote and Proposal Creation
8. Quote and Proposal Creation
From your quote, Salesforce CPQ creates branded documents you can send to your customer. The details of your quote determine the contract terms used and types of documents suggested.
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Closing the Deal
9. Closing the Deal
Data captured during quote creation, such as products and amounts, is pulled into the opportunity. Now you're all set to close the deal and watch your contract be created for you.
Finish
