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Next generation Configure Price Quote (CPQ) apps
Value for money rating
3.9
/5
51
Price starts from
75
/user
Per month
What users say
Price starts from
0.01
Pricing model
Free trial
Price starts from
249
Per month
Pricing model
Free trial
Price starts from
7.99
/user
Per month
Pricing model
Free trial
Price starts from
99
Per month
Pricing model
Free trial
Price starts from
30
/user
Per month
Pricing model
Free trial
Verified reviewer
Consumer Services, 51-200 employees
Used daily for 2+ years
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Overall its easy to maintain and allows for native SF features which makes it a great add on for customers already using Sales Cloud.
Since this is obviously an SF platform- the ease of implementation is great as well as the fact that there is not a huge learning curve- it operates just as other SF objects.
It can be very complicated to implement a pricing structure if you do not have a "simple" pricing module. We have tried 3 separate times (& used certified experts and contractors) to try and implement our pricing module and it did not work- I will say our pricing structure is much more complicated than it should be but its still been a huge issue.
Verified reviewer
Computer Software, 501-1,000 employees
Used daily for less than 6 months
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It streamlines approvals somewhat, and makes for a more standardized quoting system, so I understand the business reasons for switching to it, but from an end user perspective, it has been a huge pain to use.
The thing I like the most about CPQ is that it allows me to keep multiple quotes attached to one opportunity a lot easier. There are also some great ways to add multiple products and makes that aspect of quoting easier.
CPQ was recently introduced at my org and it is so cumbersome to work through. It requires a lot of clicks and updating price/making price changes is very difficult. Creating a quote used to take me about 5 minutes and now it takes about 20 depending on the complexity. Maybe I'll get used to it and more familiarized, but it definitely isn't intuitive or efficient.
Shahid S.
Information Technology and Services, 501-1,000 employees
Used daily for 2+ years
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Our product array is huge and our discounts system is complicated, we needed a tool which can handle most of our exception cases. CPQ can leverage most of our requirement.
It is very easy and user friendly, even if you're new you can grasp easily. We have so many different SKUs, pricing from different product families, various discounts etc all are been taken and we are happy. Multiyear quoting, contracted pricing and others are very simple using CPQ
Contracted pricing isn't flowing from partner to customer account. Incremental quote for Multi year deals should be made available with CPQ rather with CPQ plus.
Carlos Eduardo R.
Program Development, 201-500 employees
Used weekly for 1-2 years
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We will be using Salesforce CPQ inside our sales workgroup for a couple of years, but as of today we will be implementing it group-wide. Because of this, we have totally changed the layout we started with. Because we have the ability to incorporate procedures such as marketing rules and approval processes, our sales reps may not need much help.
Your support group is wonderful. All the queries I have raised have been answered in a clear and prompt manner. It facilitated field and design changes within our creations and budgets. This has made it possible for me to customize the tool to fit our particular pricing pattern.
Currently we are not able to display how costs change annually on a quote account. But, I was told this would be implemented in an upcoming update. The web-based sustaining issues could be more specific. He was very confident in his support group because the recommendations on the internet were not clear.
Verified reviewer
Information Technology and Services, 1,001-5,000 employees
Used daily for 1-2 years
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It's has been a very good experience for the business units that are using it right now inside the company, we are taking efforts to make it useful for all the company.
I liked the Salesforce integration, we were looking for an alternative to get more detail in cost, price and quotas for our customers inside the same Salesforce platform.
At the beginning you have to make clear your business objetives to map all the fields you will use in this platform. To define the right catalogs is crucial to make this tool work.
Verified reviewer
Computer Software, 1,001-5,000 employees
Used weekly for 6-12 months
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Consistency across quotes, pricing integrity, speed of producing quote docs, order forms.
When things (namely quotes) have become complicated, and you're selling multiple lines of business, lots of options, multiple years, with lots of variance this (CPQ) is a must have. SF CPQ is attractive to Salesforce users because there is that layer of familiarity and notion that it's part of the ecosystem.
For a Salesforce's owned product inside salesforce...the CPQ line formerly Steelbrick still isn't up to a level of performance where I feel it's seriously saving (rep's) time. The UI is distinctively Salesforce (lightning not classic) but the speed makes me question whether it's yet native to Salesforce. This is far from building a personal shopping cart on Amazon, adding and subtracting items with agility.
Chris V.
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We looked at a few CPQ tools to help us automate a few obstacles in our (complicated) SaaS model. Steelbrick was the best solution out there for your buck. Pros: We were in a situation where our current (custom) CPQ solution did not allow the flexibility to add new products, adjust order forms, support local currencies (without an expensive developer resource) and it really empowered out business...
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Lonnie B.
Pharmaceuticals, 51-200 employees
Used daily for 1-2 years
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Ultimately we received no benefit
Lots of customization options and flexibility. Native to the SalesForce environment. Pricing on a per user basis.
We spent over 9 months planning and working with a Systems Integration Partner (SIP) recommended by SalesForce. The project involved an Executive sponsor, various team members from different departments, a Project Leader, and our SalesForce Admin. We carefully planned the design of the system and each step of the way worked closely with the SIP but we couldn't get it to work. To many options, rules, settings, etc. We were promised that it wouldn't be hard. WRONG!!!! WE WASTED VALUABLE STAFF RESOURCES FOR NOTHING! We advised SalesForce of this and they still won't let us out of our 3 year contract even after paying for 1 year of development that netting bupkis. This Software is lots of promises with no ROI.
amrit p.
Computer Software, 51-200 employees
Used daily for 1-2 years
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Bundling of sub products and accessories with specific price points was an important consideration for us while selecting Steelbricks CPQ. They have most of the business scenarios covered out of the box.
CPQ has a steep learning curve. However, once you spend the initial hours in the training , you get better at it. It took us time to train the inside sales to configure products themselves for standard bundles.
Verified reviewer
Information Technology and Services, 51-200 employees
Used weekly for 2+ years
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This tool makes life so much easier for your sales team and eliminates a lot of risk that is inherent to having your quoting process be done via excel, etc.
It is a powerful and fairly robust CPQ solution that makes the lives of your Sales team that much easier. For growing businesses, it makes it that much easier to scale your business with a structured quoting process.
Because the tool is so robust and the quoting process is often complex, it is imperative to have a strong implementation firm with CPQ specific expertise. This can be expensive.
Terri K.
Translation and Localization, 51-200 employees
Used weekly for 1-2 years
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Overall it's fantastic to have a tool that allows for consistent and professional quoting -- but it took probably 2 months of regular working sessions (1-2 times a week) with our entire team to get everybody up to speed on it.
Once you get it figured out, it's easy to modify, add, and make it work for whatever we need it to do for us on the Quoting side of things. The customizability is nice and adaptable for our rates that change with trends and easy to add new items into our model as we add more languages to our business.
Much of our pricing is based around a "per word" model, and discounting our "per word" rate by $.01-$.02 was really difficult for our teams to figure out for several months.
Zack K.
Computer Software, 201-500 employees
Used weekly for less than 6 months
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Still not sure that we are receiving the value that we are paying for, time will tell.
CPQ is a Salesforce product which allows you to build sophisticated quote pipelines. In general, this is useful if you have a diverse price book and different types of sales motions which require approvals from different stakeholders. There are different options when selecting CPQ, namely whether you need multiple approver capabilities. For a mid to large stage company, this is definitely a required feature and the native SFDC integration makes it easy to consume.
Pricing is quite high for this feature, it costs as much as SFDC seats itself which is a bit difficult to get approval for. Configuration for CPQ also requires a lot of technical knowledge and usually gets farmed out to a SFDC consulting group (even more $$$). If you are a small startup, you probably can do without CPQ until the sales cycle becomes more complicated.
Ashley A.
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The Steelbrick team has been great to work with. They are very collaborative and open to new ideas. We felt that we had an extension of our own team when implementing with them. They really took the time to understand our processes and provided us with solid , well thought out solutions. Their customer service has been some of the best I have experienced with any vendor. Our Customer Success Representative...
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Marcus S.
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So we have a very complicated set up 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 get all of the product calculations to function appropriately (even though we didn't use Price actions) The only con that I can think of is that the Quote templates are somewhat buggy, and it's best if you know HTML since the WYSIWYG editor is temperamental. Once they are set up, however, cloning templates and adapting are a breeze.
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Chris O.
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The solution is a good fit for our needs, which include multiple versions of online price book for different customer segments, the Quote builder and proposal document generator, including multiple versions of a Quote for internal and customer reference, and integration with SalesForce.com workflows for pricing or proposal approval. The application has improved sales productivity, as well as organized data for market and business analytics.
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Joel N.
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We've had Quote Quickly for about four years now, and have had an excellent experience so far. It does what we need it to do, is flexible, and the support is one of the best in our portfolio of vendors. It fit a perfect storm of value and functionality (not too simple/small, but not too big/complex), and we plan to continue to invest. One minor con is we'd like to see an even more simple user interface that what we have today.
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