Salesforce CPQ Pricing, Features, Reviews & Comparison of Alternatives

Salesforce CPQ Reviews

Salesforce CPQ

Next generation Configure Price Quote (CPQ) apps

4.0/5 (22 reviews)
3,469

Salesforce CPQ overview

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.
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Pricing

Pricing options
Subscription
Value for money
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Business size

S
M
L

Markets

United States, Canada, Europe, United Kingdom

Supported languages

English
Salesforce CPQ

Salesforce CPQ reviews

Value for money
Features
Ease of use
Customer support
  3.2
  3.4
  3.7
  4.2
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.

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

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Stephanie P

Great product for quotes and renewals

Used daily for 1-2 years
Reviewed 2016-12-08
Review Source: Capterra

I have been using Steelbrick CPQ for over a year and I love this product, it allows me to create orders and renewals for my customers all at a click of a button. Being able to easily create quote and send to my customers

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Dale Barbee

lots of room for improvement. but not much competition

Used daily for 1-2 years
Reviewed 2016-10-04
Review Source: Capterra

It works, well 95% of the time. It does have scaling limitations though, so big opportunities chug. Still, it is the best thing we have found right nowit works well for the most part, and it is pretty intiuitive

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Anonymous
Anonymous Reviewer

Gets the job done, but there can be a lot of improvment

Used weekly for 1-2 years
Reviewed 2018-01-16
Review Source: Capterra

Creating quotes, submitting for approval, adding products, etc.. It all works great and it's done wonders for our company (see the "but" in my cons)

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Salesforce CPQ pricing

Pricing options
Subscription
View Pricing Plans

Contact sales for pricing information.

Salesforce CPQ features

API (107 other apps)
Activity Dashboard (53 other apps)
Activity Tracking (28 other apps)
Automatic Notifications (32 other apps)
CRM Integration (70 other apps)
Contact Database (31 other apps)
Email Integration (28 other apps)
Forecasting (26 other apps)
Lead Capture (25 other apps)
Lead Generation (32 other apps)
Monitoring (35 other apps)
Opportunity Management (25 other apps)
Real Time Analytics (25 other apps)
Real Time Data (33 other apps)
Receiving (25 other apps)
Sales Analytics (36 other apps)
Sales Reporting (38 other apps)
Sales Tracking (30 other apps)
Search Functionality (30 other apps)
Third Party Integration (35 other apps)

Additional information for Salesforce CPQ

Key features of Salesforce CPQ

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