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Salesforce CPQ & Billing Pricing, Features, Reviews and Alternatives
Salesforce CPQ & Billing FAQs
Q. Who are the typical users of Salesforce CPQ & Billing?
Q. What languages does Salesforce CPQ & Billing support?
Q. Does Salesforce CPQ & Billing support mobile devices?
Q. Does Salesforce CPQ & Billing offer an API?
Q. What other apps does Salesforce CPQ & Billing integrate with?
Salesforce CPQ & Billing product overview
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.
Key benefits of using Salesforce CPQ & Billing
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.
Typical customers
Platforms supported
Support options
Training options
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Starting from
75
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Salesforce CPQ & Billing pricing information
Value for money
3.8
/5
49
Starting from
75
/user
Per month
Pricing options
Value for money contenders
Salesforce CPQ & Billing features
Salesforce CPQ & Billing users reviews
Overall Rating
4.2
/5
49
Positive reviews
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend7.47/10
24
14
10
1
0
Anastasiia M.
Chemicals, 5,001-10,000 employees
Used weekly for 6-12 months
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Absolutely delightful - I fully recommend it.
Salesforce CPQ is absolutely fantastic software to manage the whole invoicing process. The time spent on the invoices management has gone down drastically when using Salesforce CPQ and it is very easy to use. It is used in order to automate Billing and Invoicing, Recurring Payments, Discounts and Order Management. I recommend it to anyone working at the company with complicated invoicing processes. Also the documentation and courses in Trailhead are great!
The configuration might be quite hard at times, but it is rather because of the fact that the businesses processes are very complex and they are hard to model.
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.
Verified reviewer
Biotechnology, 11-50 employees
Used daily for 6-12 months
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I need to put this disclaimer in front of what I'm about to write, because it will sound critical. I left the company using CPQ about seven months after we started to integrate it into our SalesForce platform. So, it may have ended up being a success. At the time I left, it was not a success. Not a failure either. Maybe the payback was still coming. It was sold to us as being a quick, seamless integration that would be easy to get up and running and customized to our business model. It was not that. It is a potentially elegant solution that we wanted to use so we could scale up our selling process and hopefully reduce the sales cycle. There was no evidence that it succeeded in doing that for us.
I love the concept of starting the quoting process and having that all captured in the CRM database. Also, that it looks and feels like SalesForce so the sales people are not scared off by it immediately.
The spin-up was very difficult. It did not work as seamlessly as advertised. Ultimately, it required us to rely on a consulting agency that did not show the same level of quality and customer service that one would expect if dealing directly with SalseForce. It turned out to be much more costly than expected to implement this "plug-in."
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.
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