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Salesforce CPQ & Billing

Next generation Configure Price Quote (CPQ) apps

Last updated: February 2025

Table of Contents

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Salesforce CPQ & Billing - 2025 Pricing, Features, Reviews & Alternatives

What is Salesforce CPQ & Billing?

Automate quotes with Salesforce CPQ. Configure products, price orders, and generate quotes, all with simple clicks. Utilize Guided Selling help sales reps identify the best matched solution to customer needs. Use the Product Configurator to define product bundles, dependencies and exclusions. Identify cross-sell and up-sell opportunities and utilize your Salesforce Product Catalog within Salesforce.

With Salesforce CPQ you can build quotes, proposals, and contracts to meet the requirements of any number of situations—set your terms and conditions to static or dynamic, attach datasheets, add a partner to a sale, show or hide component pricing, or group products by family. All quote documents are created in PDF format so they can be attached to emails with the click of a button. Quotes can also be produced in Microsoft Word and Salesforce CPQ will automatically convert them. All documents you create are stored and tracked for audit logs.

Furthermore, Salesforce CPQ automatically generates renewal quotes based on original quotes and add-on quotes. All renewals are automated from within the Salesforce platform, ensuring you never miss a renewal. The software also provides reporting and dashboards to garner further insight into your CPQ process.

Salesforce CPQ is fully native to the Salesforce platform. Unlike other CPQ apps built on Salesforce, we largely use standard objects and offer a plethora of prebuilt features, ensuring easy scale as your sales processes evolve.

Benefits of using Salesforce CPQ & Billing

Multiple pricing options - Ensure pricing consistency by setting rules and discounts. Salesforce CPQ can handle volume discounts, percent-of-total subscriptions, pre-negotiated contract pricing, and channel and partner pricing.

100% native app on Salesforce - Built on the Salesforce platform, including the same look, feel, and features as your Salesforce instance; leveraging standard objects and prebuilt features so the solution scales as your business does as opposed to highly customized, hard coded solutions.

Create volume discount schedules - The software automatically calculates the amount of discount to meet the product quantity.

Audit trail - The system automatically keeps a log of who sent what and when for auditing, tracking, and compliance.

Create branded documents - Quote templates are fully customizable and come with a multitude of options.

Export quotes - Export your quote from Salesforce CPQ in PDF format and attach to emails. Or produce them in Microsoft Word.

Electronic signature - The software offers easy integration with a number of e-signature partners.

Automatic order renewal - Renewal opportunities and quotes are automatically generated based on previously validated data.

Reports and dashboards - Salesforce offers reporting in all generated quotes, follow-up quotes, and expired quotes.

Starting from

/user

Per month

Alternatives with better value for money

Salesforce CPQ & Billing's key features

Most critical features, based on insights from Salesforce CPQ & Billing users:

Price and Cost Calculations

4.3

(6)

Catalog Management

5.0

(1)

Reporting & Statistics

3.5

(2)

Billing & Invoicing

3.5

(2)

Quotes/Estimates

3.5

(2)

Automated Quoting

4.5

(2)

All Salesforce CPQ & Billing features

Features rating:

4.3

(4)

Proposal Generation

5.0

(1)

Progress Tracking

5.0

(1)

Templates

4.0

(1)

Product Configurator

4.8

(5)

Email Management

3.0

(1)

Contact Management

4.0

(1)

Discount Management

5.0

(3)

Price/Margin Management

5.0

(2)

Pricing and Cost Calculations

4.0

(1)

Pricing Management

5.0

(1)

Rule-based Configuration

5.0

(1)

Real-Time Data

5.0

(2)

Real-time Product Visualizations

(0)

Product Catalog

(0)

Process/Workflow Automation

(0)

Order Tracking

5.0

(1)

Order Processing

(0)

Order Management

(0)

Multi-Currency

5.0

(1)

Milestone Tracking

(0)

Knowledge Library

(0)

Knowledge Base Management

(0)

Contract/License Management

(0)

Workflow Management

(0)

Version Control

(0)

Vendor Management

(0)

Third-Party Integrations

4.0

(1)

Template Management

(0)

Task Management

(0)

Self Service Portal

(0)

Sales Trend Analysis

(0)

Sales Tax Management

4.0

(1)

Sales Reports

(0)

Sales Order Management

(0)

Sales Automation

(0)

RFP Responding

(0)

RFP Management

(0)

RFP Creation

(0)

Requirements Management

(0)

Reporting/Analytics

(0)

Renewal Management

(0)

Reminders

(0)

Recurring/Subscription Billing

4.0

(1)

Content Management

(0)

Content Library

(0)

Configuration Management

5.0

(1)

Configurable Workflow

(0)

Collaboration Tools

(0)

Client Portal

5.0

(1)

Calendar Management

(0)

Bills of Material

(0)

Bid Management

(0)

Audit Trail

(0)

Audit Management

(0)

Approval Workflow

(0)

Approval Process Control

(0)

Activity Tracking

(0)

Activity Dashboard

4.0

(1)

Access Controls/Permissions

(0)

3D Imaging

(0)

3D Digital Asset Management

(0)

2D Drawing

(0)

Guided Selling

(0)

Forecasting

(0)

For Internal Use

(0)

Estimating

(0)

ERP integration

(0)

Electronic Signature

(0)

Electronic Payments

4.0

(1)

eCommerce Management

(0)

Due Date Tracking

(0)

Drag & Drop

(0)

Document Templates

(0)

Document Storage

5.0

(1)

Document Management

(0)

Data Import/Export

2.0

(1)

Customizable Templates

5.0

(1)

Customizable Fields

(0)

Customizable Branding

(0)

Customer History

(0)

CRM

(0)

Credit Card Processing

4.0

(1)

Salesforce CPQ & Billing alternatives

Salesforce CPQ & Billing

4.5

(4)

Starting from

/user

Per month

Free trial

Free version

Ease of Use

3.8

Features

4.3

Value for Money

4.3

Customer Support

4.3

QuoteWerks

4.6

(192)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.5

Features

4.6

Value for Money

4.6

Customer Support

4.7

Odoo

4.2

(1.2K)

visit website

Starting from

38.90

Per month

Free trial

Free version

Ease of Use

4.0

Features

4.2

Value for Money

4.1

Customer Support

3.9

Conga Document Generation

4.4

(109)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.0

Features

4.3

Value for Money

4.0

Customer Support

4.2

Salesforce CPQ & Billing pricing

Value for money rating:

4.3

Starting from

/user

Per month

Pricing details

Subscription

Free trial

Free plan

Pricing range

view pricing plans

Salesforce CPQ & Billing integrations (27)

Salesforce CPQ & Billing support options

Typical customers

Freelancers

Small businesses

Mid size businesses

Large enterprises

Platforms supported

Web

Android

iPhone/iPad

Support options

Phone Support

Knowledge Base

Chat

FAQs/Forum

Training options

Live Online

In Person

Documentation

Salesforce CPQ & Billing reviews

Overall rating

4.5

Positive reviews

100

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend7.75/10

Rating distribution

Salesforce CPQ & Billing FAQs

Q. What type of pricing plans does Salesforce CPQ & Billing offer?

Salesforce CPQ & Billing has the following pricing plans:
Starting from: $75.00/month
Pricing model: Subscription

These products have better value for money

Q. Who are the typical users of Salesforce CPQ & Billing?

Salesforce CPQ & Billing has the following typical customers:
Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business

Q. What languages does Salesforce CPQ & Billing support?

Salesforce CPQ & Billing supports the following languages:
Dutch, English, Thai, German, Chinese (Simplified), Chinese (Traditional), Swedish, Spanish, French, Italian, Portuguese, Japanese

Q. Does Salesforce CPQ & Billing support mobile devices?

Salesforce CPQ & Billing supports the following devices:
Android, iPad, iPhone

Q. Does Salesforce CPQ & Billing offer an API?

No, Salesforce CPQ & Billing does not have an API available.

Q. What other apps does Salesforce CPQ & Billing integrate with?

Salesforce CPQ & Billing integrates with the following applications:
Salesforce Service Cloud

Q. What level of support does Salesforce CPQ & Billing offer?

Salesforce CPQ & Billing offers the following support options:
Phone Support, Knowledge Base, Chat, FAQs/Forum