Get up-and-running in less than 60 days--without sacrificing quality or important functionality
Products
Setup and configuration of one-time and subscription products
Pricing & Discounting
Volume- and Term-based Discount Schedules
Approvals
Native Salesforce approval setup
Documents
Quote/Proposal Template
Contracting
Renewals & Amendments
Document Generation
Create more powerful document templates using DocuSign Gen, Conga Composer, or DrawLoop
Data Migration
Migrate your pre-existing customer contracts so reps can amend and renew them using Salesforce CPQ
Electronic Signature
Automatically send proposals and finalize agreements with DocuSign, Conga Sign, or AdobeSign
Order Management
Generate Order records in Salesforce to better facilitate your fulfillment, billing, or other downstream processes
Contract Lifecycle Management (CLM)
Manage the full contract lifecycle, track negotiations via redlining, and automate contract workflow with SpringCM or Conga Contracts
Advanced Pricing Customization
Utilize a Quote Calculator Plugin script to account for the most complex pricing scenarios
Integration
Automate the handoff of closed deal data from Salesforce to your ERP or billing platform
Community
Empower customer or partner self-service with Salesforce CPQ in a Salesforce community