Salesforce CPQ Pricing, Features, Reviews & Comparison of Alternatives

Salesforce CPQ

Next generation Configure Price Quote (CPQ) apps

4.28/5 (39 reviews)

Salesforce CPQ overview

What is Salesforce CPQ?

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.

Pricing

Starting from
$75/month
Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Asia, Australia, Brazil, Canada and 7 other markets, China, Europe, Germany, India, Japan, Latin America, United Kingdom

Supported languages

English, Chinese (Simplified), Chinese (Traditional), Dutch, French and 7 other languages, German, Italian, Japanese, Portuguese, Spanish, Swedish, Thai
Salesforce CPQ screenshot: Salesforce CPQ pricing guidanceSalesforce CPQSalesforce CPQ screenshot: Salesforce CPQ guided sellingSalesforce CPQ screenshot: Salesforce CPQ usage-based billingSalesforce CPQ screenshot: Salesforce CPQ invoicing

Salesforce CPQ reviews

Value for money
Features
Ease of use
Customer support
  3.8
  4.1
  3.9
  4.1
Andre Little

Accurate and Professional Sales Quotes

Used daily for less than 6 months
Reviewed 2019-05-03
Review Source: Capterra

Pros
Integrates well with the suite of Salesforce products that are already on the market. I have both implemented and have been an end user purchasing through the CPQ tool and both experiences have been worthy of praise.

Cons
On the implementation end like any other product it has to be done right the first time to avoid costly mistakes and missed deadlines. It's a hot in demand product but not many consultancies no how to do it right. Make your best decision to pick the right team to implement and help adopt this as a useful tool

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Chris Valentine

Steelbrick is Promising

Reviewed 2015-09-03
Review Source: Capterra

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 to address new opportunities by being able to do these things. There are a lot of objects and we needed to use them all to make our multi-year product model work and it seemed daunting, but really, I was able to pick up how everything fit together after a few days of diving in and playing around. The support and customer service team are absolutely amazing. Special shoutout to my CSM (Kelly Wilson) who responds day and night to emails and is always willing to find time to get on a call. Our primary support agent (ChrisL) is also really smart and easy to work with. No implementation of CPQ goes perfect, but we had great implementation engineer (ChrisT) and implementation consultant (ChrisH) who really PARTNERED with us to make sure the tool was what we needed to accomplish our goals. You can trust the product management team. We have already seen features that they have promised to us (contract amendments, for example). Cons: - We did not realize this until after implementation (and product management has promised us that it is a high priority), but the CPQ tool will only work in full data replica sandboxes. Partial and dev sandboxes do not bring over the 20+ object records that come with Steelbrick. You will need to make sure you also consider some data migration solution between environments. You can do this yourself. I did it once successfully and it took 4 hours. :( - CPU timeout errors. If you have complicated pricing on multi-year products and you make changes to those quotes (for example changing a 5 year deal to a 3 year deal), we often get a "CPU timeout" error. We can't ever get beyond this. We need to build a new quote. :( Again, Steelbrick product management has assured us that this will be addressed in future releases with more precise code.

Rating breakdown

Ease of use
Customer support

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Anonymous

Robust CPQ solution for Salesforce users

Used weekly for 2+ years
Reviewed 2020-04-07
Review Source: Capterra

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.

Pros
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.

Cons
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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Lonnie Barish

Executive Director

Used daily for 1-2 years
Reviewed 2017-08-18
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 1/10

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Anonymous

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

Used daily for 6-12 months
Reviewed 2019-02-05
Review Source: Capterra

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."

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 3/10

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Salesforce CPQ pricing

Starting from
$75/month
Pricing options
Subscription
View Pricing Plans

CPQ: $75/user/month billed annually.
CPQ Plus: $150/user/month billed annually.
CPQ & Billing Growth and CPQ & Billing Plus: contact Salesforce for a pricing quote based on your specific needs.

Salesforce CPQ features

Reporting & Statistics
Sales Analytics

API (162 other apps)
Activity Dashboard (108 other apps)
Activity Tracking (71 other apps)
Automatic Notifications (59 other apps)
CRM Integration (135 other apps)
Collaboration Tools (61 other apps)
Contact Database (71 other apps)
Contact Management (72 other apps)
Customizable Templates (61 other apps)
Data Import/Export (69 other apps)
Email Integration (56 other apps)
Lead Capture (55 other apps)
Lead Management (72 other apps)
Real Time Data (67 other apps)
Sales Reporting (66 other apps)
Search Functionality (75 other apps)
Third Party Integration (109 other apps)
Workflow Management (55 other apps)

Videos and tutorials

Additional information for Salesforce CPQ

Key features of Salesforce CPQ

  • Product configurator
  • Audit trail of quotes
  • Automatically generate renewal quotes
  • Create proposals & contracts
  • Cross-sell and up-sell recommendations
  • Customizable quote templates
  • Electronic signature integrations
  • Generate quotes
  • Guided selling
  • Multiple pricing options
  • Multiple quote lines item editing
  • Pre-defined descriptions and subtotaling
  • Pricing and discounting rules
  • Product search capability
  • Reports and dashboards
  • Salesforce Product Catalog sync
  • Supports product bundles, dependencies and exclusions
  • Unlimited tier volume discount schedules
View All Features

Benefits

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.