Salesforce CPQ & Billing Features

Salesforce CPQ & Billing

Next generation Configure Price Quote (CPQ) apps

4.24/5 (46 reviews)

Competitor Feature Comparison

2D Drawing
3D Digital Asset Management
3D Imaging
ACH Payment Processing
Approval Process Control
Approval Workflow
Audit Management
Audit Trail
Automated Quoting
Bid Management
Billing & Invoicing
Billing Rate Management
Cataloging/Categorization
Client Portal
Collaboration Tools
Configuration Management
Consolidation/Roll-Up
Contact Management
Content Library
Content Management
Contract/License Management
Credit Card Processing
Customizable Branding
Data Import/Export
Discount Management
Document Generation
Document Management
Document Templates
Due Date Tracking
ERP
Electronic Payments
Electronic Signature
For Internal Use
Guided Selling
Historical Reporting
Invoice Management
Knowledge Base Management
Knowledge Library
Milestone Tracking
Order Management
Order Processing
Order Tracking
Pipeline Management
Price / Margin Management
Price and Cost Calculations
Pricing Management
Pricing and Cost Calculations
Product Catalog
Product Configurator
Progress Tracking
Quotes/Estimates
RFP Creation
RFP Management
RFP Responding
Real-time Product Visualizations
Receipt Management
Recurring/Subscription Billing
Renewal Management
Reporting & Statistics
Reporting/Analytics
Requirements Management
Revenue Management
Revenue Recognition
Rule-based Configuration
Sales Automation
Sales Reports
Sales Tax Management
Scenario Planning
Self Service Portal
Subscription Management
Task Management
Templates
Third Party Integrations
Usage Tracking/Analytics
Vendor Management
Version Control
Workflow Management
eCommerce Management
Visit WebsiteCompare App
2D Drawing
3D Digital Asset Management
3D Imaging
ACH Payment Processing
Approval Process Control
Approval Workflow
Audit Management
Audit Trail
Automated Quoting
Bid Management
Billing & Invoicing
Billing Rate Management
Cataloging/Categorization
Client Portal
Collaboration Tools
Configuration Management
Consolidation/Roll-Up
Contact Management
Content Library
Content Management
Contract/License Management
Credit Card Processing
Customizable Branding
Data Import/Export
Discount Management
Document Generation
Document Management
Document Templates
Due Date Tracking
ERP
Electronic Payments
Electronic Signature
For Internal Use
Guided Selling
Historical Reporting
Invoice Management
Knowledge Base Management
Knowledge Library
Milestone Tracking
Order Management
Order Processing
Order Tracking
Pipeline Management
Price / Margin Management
Price and Cost Calculations
Pricing Management
Pricing and Cost Calculations
Product Catalog
Product Configurator
Progress Tracking
Quotes/Estimates
RFP Creation
RFP Management
RFP Responding
Real-time Product Visualizations
Receipt Management
Recurring/Subscription Billing
Renewal Management
Reporting & Statistics
Reporting/Analytics
Requirements Management
Revenue Management
Revenue Recognition
Rule-based Configuration
Sales Automation
Sales Reports
Sales Tax Management
Scenario Planning
Self Service Portal
Subscription Management
Task Management
Templates
Third Party Integrations
Usage Tracking/Analytics
Vendor Management
Version Control
Workflow Management
eCommerce Management
Visit WebsiteCompare App
2D Drawing
3D Digital Asset Management
3D Imaging
ACH Payment Processing
Approval Process Control
Approval Workflow
Audit Management
Audit Trail
Automated Quoting
Bid Management
Billing & Invoicing
Billing Rate Management
Cataloging/Categorization
Client Portal
Collaboration Tools
Configuration Management
Consolidation/Roll-Up
Contact Management
Content Library
Content Management
Contract/License Management
Credit Card Processing
Customizable Branding
Data Import/Export
Discount Management
Document Generation
Document Management
Document Templates
Due Date Tracking
ERP
Electronic Payments
Electronic Signature
For Internal Use
Guided Selling
Historical Reporting
Invoice Management
Knowledge Base Management
Knowledge Library
Milestone Tracking
Order Management
Order Processing
Order Tracking
Pipeline Management
Price / Margin Management
Price and Cost Calculations
Pricing Management
Pricing and Cost Calculations
Product Catalog
Product Configurator
Progress Tracking
Quotes/Estimates
RFP Creation
RFP Management
RFP Responding
Real-time Product Visualizations
Receipt Management
Recurring/Subscription Billing
Renewal Management
Reporting & Statistics
Reporting/Analytics
Requirements Management
Revenue Management
Revenue Recognition
Rule-based Configuration
Sales Automation
Sales Reports
Sales Tax Management
Scenario Planning
Self Service Portal
Subscription Management
Task Management
Templates
Third Party Integrations
Usage Tracking/Analytics
Vendor Management
Version Control
Workflow Management
eCommerce Management
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Mobile apps

iOS App


230,519 reviews

Requires iOS 13.4 or later. Compatible with iPhone, iPad, and iPod touch.

Salesforce CPQ & Billing Feature Reviews

25 reviewers had the following to say about Salesforce CPQ & Billing's features:

Matthew Y.

Huge feature set with multi-level deployment options - takes some getting use too

2020-06-18

Generates an integrated DB option that allows for global tracking, management and metric options with a broad reporting feature.

Pros

Integration with third-party systems is phenomenal, and the allowance of homegrown development is almost limitless when designing to the needs of your organization.

Cons

Despite the large scale integration options with salesforce there can be a slowed user capability due to functional UI. This can of course be customized to meet the needs of your internal customers, but still requires considerable training to the tools available.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
Read more
CECILIA O.

One of the best CRMs

2019-12-30

Overall, Saleforce.com helped me drive my sales into a better direction giving me a clear view of my performance and serving as a guide to what was needed to keep my sales in check.

Pros

We used it on a daily basis to keep us informed of our performance, give us a complete view of our clients and monitor our work with numerous reminders and reports.

Cons

The reports are customizable but it can require a bit of a learning curve. The alerts, unless managed can become a bit of a pain.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

A Scalable Quoting Platform

2018-05-21

Create internal/operational efficiencies Improve business process agility Improve business process outcomes

Pros

Support of solution to run on Mobile platform and channels drives high adoption

Cons

Lack of maturity of pre-built integration APIs or adapters with other products / applications which can be improved further.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Biotechnology company, 11-50 employees)

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

2019-02-05

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

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

3/10
Source: Capterra
Helpful?   Yes   No
Read more
Jennifer R.

Fantastic Company - Awesome Product

2015-09-21

Such an easy to use product - really great for sales, especially easy for onboarding new salespeople - we can lead them through the steps of selling!

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Chris O.

Our company uses SteelBrick for Pricing and Quotes, and Approval Workflow

2015-09-01

The application has improved sales productivity, as well as organized data for market and business analytics.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Zack K.

Powerful for configuring approval processes but requires lots of know-how

2021-04-07

Still not sure that we are receiving the value that we are paying for, time will tell.

Pros

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.

Cons

If you are a small startup, you probably can do without CPQ until the sales cycle becomes more complicated.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Talha A.

Well integrated Quoting tool

2019-02-10

This product has Increased our revenue, increased productivity and decreased time spent on excel sheets.

Pros

Help things organized and make it easy to meet your sales goals. The ability to have multiple rate quote packages that can be updated anytime easily.

Cons

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

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Chris V.

Steelbrick is Promising

2015-09-03

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.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
rachna v.

Easy to use and customize.

2015-08-31

Sometimes get complicated and need to contact support 2.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Razae M.

Increase sales user adoption with CPQ

2019-05-24

We have seen an increase in user adoption overall since implementing this tool

Pros

We have been using CPQ for a few months now and have a better overall pipeline for products.

Cons

Support agents are slower to respond but it’s ideal to have a developer to assist with custom configuration when building out CPQ

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Information Technology and Services company, 51-200 employees)

Robust CPQ solution for Salesforce users

2020-04-07

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.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Information Technology and Services company, 1001-5000 employees)

SALESFORCE CPQ FOR YOU

2019-03-05

Salesforce CPQ has helped the vendors to sell the products and services very fast with no help of the technical support team because they can see the catalog updated all the time. And if the client like they can generate the proposal very fast.

Pros

. - You can generate proposals - Can Integrate many tools in CPQ like DocuSign and Xauthor -You can update or upload information very fast by using Data Loader

Cons

- We need more support team to solve our doubts or problems - More guides or videos for the application (Translated in Spanish )

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 1001-5000 employees)

Bit of a learning curve

2019-03-18

Consistency across quotes, pricing integrity, speed of producing quote docs, order forms.

Pros

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.

Cons

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.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer
Verified Reviewer

Better for Simpler Pricing Modules

2021-03-12

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: GetApp
Helpful?   Yes   No
Read more
Anonymous
(Information Technology and Services company, 1001-5000 employees)

A great alternative to get fast proposals.

2019-02-16

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.

Pros

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.

Cons

To define the right catalogs is crucial to make this tool work.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Ashley W.

Amazing tool to streamline sales quote process!!

2015-09-11

Can't wait to see the future improvements as we continue to streamline sales from opportunity to renewal.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Andre L.

Accurate and Professional Sales Quotes

2019-05-03

Pros

Integrates well with the suite of Salesforce products that are already on the market.

Cons

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

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jeff R.

A necessary piece, but a struggle

2020-02-07

Accurate and updated quoting to make sure numbers are accurate between finance and sales.

Pros

Salesforce CPQ allows for out sales reps to build out quotes and communicate the dollar amounts to finance within Salesforce

Cons

It seems like the CPQ functionality is constantly breaking when one attempts to edit a quote once it is created.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
amrit p.

Salesforce CPQ User review

2019-05-07

Pros

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.

Cons

It took us time to train the inside sales to configure products themselves for standard bundles.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Sara B.

Steelbrick CPQ

2016-10-04

It has definitely increased the productivity of our Sales Team.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Shahid S.

Verified Reviewer

Incredible quoting tool cover all our exception cases.

2019-08-20

Our product array is huge and our discounts system is complicated, we needed a tool which can handle most of our exception cases.

Pros

It is very easy and user friendly, even if you're new you can grasp easily.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: GetApp
Helpful?   Yes   No
Read more
Lonnie B.

Executive Director

2017-08-18

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 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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

1/10
Source: Capterra
Helpful?   Yes   No
Read more
Terri K.

Great Standardization Tool - Big Learning Curve

2021-06-24

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.

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.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

4/10
Source: Capterra
Helpful?   Yes   No
Read more
Mathew S.

Steelbrick Review

2016-10-04

Better than most CPQ tools for long term SaaS contracts.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more