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Salesforce CPQ & Billing Pricing, Features, Reviews and Alternatives

Salesforce CPQ & Billing product overview

Price starts from

$

75

/momonth
Per User

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

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.

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 pricing information

Value for money

3.8

/5

46

Price starts from

$

75

/momonth
Per User

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

Better Proposals
Value for money
#1
RepZio
Value for money
#2
Odoo
Value for money
#3
Salesforce CPQ & Billing
Value for money
#4

Salesforce CPQ & Billing features

Functionality

4.1

/5

46
Total Features67 8 categories

Most valued features by users

Contact Management
Third Party Integrations
Data Import/Export
Reporting/Analytics
Collaboration Tools
Reporting & Statistics
Workflow Management
Sales Reports

Functionality contenders

Odoo
Functionality
#1
RFP360
Functionality
#2
Better Proposals
Functionality
#3
Salesforce CPQ & Billing
Functionality
#4

Salesforce CPQ & Billing users reviews

Overall rating

4.2

/5

46

Positive reviews

78%

Write a review
Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7.33/10
Rating distribution

5

4

3

2

1

22

14

9

1

0

Pros
Best thing about the company is their integrity - love the customer service and quality behind the team.

JR

Jennifer R.

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.

AR

Anonymous Reviewer

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.

AA

Ashley A.

Cons
Maybe I'll get used to it and more familiarized, but it definitely isn't intuitive or efficient.

AR

Anonymous Reviewer

Costly for medium sized enterprises. Calculation times can be sometimes slow.

TA

Talha A.

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.

AR

Anonymous Reviewer

Overall rating contenders

Salesforce CPQ & Billing
Overall rating
#1
RepZio
Overall rating
#2
Odoo
Overall rating
#3
RFP360
Overall rating
#4
Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Salesforce CPQ is Great!

Reviewed 4 months ago

My experience has been great - I am a frequent user of quotes and this system makes it easy and efficient for creating professional quotes.

Pros

Salesforce CPQ allows me to easily go in and create quotes with different formats without allowing users to adjust things they shouldn't. You can add the quotes to things like simple quotes clients can sign to SOW's and more.

Cons

I know it was quite difficult to implement for my team. It took a few months to have it completely built out.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

Share this review:

Better for Simpler Pricing Modules

Reviewed 7 months ago

Overall its easy to maintain and allows for native SF features which makes it a great add on for customers already using Sales Cloud.

Pros

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.

Cons

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend1/10

Share this review:

Executive Director

Reviewed 4 years ago

Ultimately we received no benefit

Pros

Lots of customization options and flexibility. Native to the SalesForce environment. Pricing on a per user basis.

Cons

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend4/10

Share this review:

Great Standardization Tool - Big Learning Curve

Reviewed 4 months ago

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.

Pros

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.

Cons

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend3/10

Share this review:

Not as easy to integrate as it is made out to be

Reviewed 3 years ago

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.

Pros

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.

Cons

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."

Salesforce CPQ & Billing FAQs and common questions

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


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


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


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


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


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


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

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