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Quote to Cash

Watch this video to learn what CPQ can do for your business:

Automate your CPQ (configure, price, quote) and billing processes with Salesforce Lightning.

Close more deals faster than you ever thought possible. Generate accurate quotes, better contracts, and faster cash.

Build easy and accurate quotes.

Let sales reps select the right items for each customer, every time. Get consistent pricing and discounting — and approvals when you need them — even as reps send out more quotes.

Create faster and cleaner proposals and contracts.

Submit proposals that look the way you want every time, and cut time out of the process. Always include the right collateral and terms, and even integrate with eSignature for an easier buying experience.

Streamline billing and revenue recognition.

Send invoices and collect cash without complications. Easily manage subscription billing with flexible terms. Quickly recognize revenue and report on quotes, orders, invoices, and payments.

“One in five quotes had a problem earlier… We don’t have errors now. ”


Build and deliver accurate sales quotes fast.

Configure products, price orders, and generate quotes while reducing errors and increasing sales rep productivity.


Price & Quote

Ensure consistent pricing and discounting and include the right mix of components in every quote. Generate customer-friendly quotes easily and accurately.

Ensure that the right components are included in every quote.

With Salesforce CPQ, your quotes include the right components and only the right components, eliminating the need to resubmit a quote because a key product component was forgotten.

Consistently apply your pricing and discounting rules.

Advanced pricing options include volume discounts, percent-of-total subscriptions, pre-negotiated contract pricing, and channel and partner pricing.

Forecast accurately, in real-time.

As sales quotes are generated, pipelines and forecasts are updated automatically. Get visibility into which quotes need follow-up and which have expired, improving productivity and accuracy while increasing close rates.


Orders & Renewals

Easily convert quotes to clean orders that can be automatically loaded into your business system, and generate renwal quotes while applying price increases.

Automatically generate renewal quotes.

When renewal time comes along, Salesforce CPQ automatically generates a renewal opportunity and quote based on the previously closed and validated quotes.

Never miss a renewal.

Original quotes, add-ons, and renewal opportunities are all saved within Salesforce, eliminating the need to set up renewal reminders and reducing the risk of missing a renewal.

Eliminate renewal errors.

Because renewal quotes are automatically generated from previously validated data, renewal orders is always accurate and on time.


Product Configurator

Configure products and services based on your business rules and logic. Update configurations at any time for special promotions or product changes.

Easily build and update quotes.

Your sales reps can quickly create and edit quotes, changing quantities, adding discounts, and configuring the best solutions for your customers.

Focus on what’s best for each customer.

Your sales reps can easily configure product bundles that are perfect for each prospect and customer.

Make data entry a thing of the past.

Salesforce CPQ ensures that all of your company’s quotes are accurate and complete, and it uses your Salesforce Product Catalog, so setup is fast and easy.


Guided Selling

Help your sales reps select the right products and servics for each customer every time. New reps become productive quickly and can easily identify cross-sell and up-sell opportunities.

Simplify the selling process for new reps.

Guided selling helps new reps get up to speed quickly. You can create a set of questions that prompt your sales reps to enter simple customer data, like company size or industry. Based on their responses, Salesforce CPQ guides them to the most appropriate product and package selections

Streamline the sales process.

With guided selling, reps don’t have to dig through complex pricing and product scenarios. Instead, you can simplify the product selection process and minimize the time it takes to create a quote. Guided selling options are based on your business rules and logic, so you can guide sales rep to be meet the needs of your customers and your business.

Delight your customers.

Simplify the selling process for your sales reps and make sure they’re connecting the right products to the right customers.


Salesforce CPQ for Communities

Accelerate channel sales and make it easy for partners to sell your products and services. As your partners generate quotes, your pipelines and forecasts are automatically updated.

Drive more revenue from your sales channels.

Salesforce CPQ for Communities is an online selling platform that connects your resellers and distributors to your own sales processes and resources. Provide access to your sales tools in real-time so your sales partners can easily find product information and pricing through your online community.

Allow your channel partners to service their buyers directly.

Your sales partners can easily register new leads and self-service price quotes, with even the most complex products, pricing, and orders. Your resellers and distributors can transact from anywhere, on any device using the Salesforce Sales Cloud and Salesforce Mobile App.

Get deal visibility in real-time.

Salesforce CPQ for Communities ensures that you get visibility into your partners’ pipelines and forecasts. And it takes no extra work from your partners – pipelines and forecasts are updated automatically as your partners generate quotes.


Generate proposals and contracts.

Automate add-on orders and quickly generate proposals, contracts and renewals.


Proposal Generator

Create professional-looking branded proposals using fully customizable templates so your documents look the way you want.

Customize proposals for your company.

Proposal templates are fully customizable, ensuring that the proposals you generate meet your company’s branding standards.

Get easy turnaround and integration.

Proposals and contracts can be generated in PDF or Microsoft Word for easy turnaround, and can even integrate with your choice of e-signature applications.


Manage Contracts

Create and manage professional sales contracts, and deliver executable contracts with a click or a tap. Integrate with eSignature to close the deal. Simple for you, simple for your customer.

Customize proposals for your company.

Proposal templates are fully customizable, ensuring that the proposals you generate meet your company’s branding standards.

Get easy turnaround and integration.

Proposals and contracts can be generated in PDF or Microsoft Word for easy turnaround, and can even integrate with your choice of e-signature applications.


Manage revenue and subscription billing.

Seamlessly integrate your invoicing, collections, taxes, and reporting.



Automate the invoicing process. Create and send invoices on the go, from any device.


Subscription Billing

Manage services that are billed on a recurring basis, and set up subscriptions to auto-renew. Never miss a renewal!


Automate the subscription billing process.

Save time and headaches by automating the entire subscription billing process, eliminating billing errors.

Manage all of your recurring billing programs.

With Salesforce’s billing software, you can manage free trials, freemium offers, setup charges, one-off transactions, discounts, refunds, and renewals, all in one place.

Give your customers billing flexibility.

Offer flexibile billing terms for each client, and bill monthly, quarterly, annually, or any other amount of time you or the client desires.

Make changes on the fly.

Salesforce’s subscription billing software enables you to quickly upgrade, downgrade and pro-rate subscriptions with automated calculations.



Manage and collect payments without processing complications, and manage the dunning process.


Manage Sales Tax and VAT

Easily manage taxes and run reports to feed them into your accounting system. Sell and bill in multiple currencies, and manage all of your VAT, Sales Tax, Use Tax, and GST/PST/HST calculations.


Revenue Recognition

Quickly recognize revenue and report on quotes, orders, invoices and payments. Create completely customizable reports and dashboards to easily identify top-spending customers, most profitable customers, and most succesful pricing models.