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Revenue Cloud / CPQ

Stop Quoting Manually

If your quotes take days instead of hours, involve manual pricing spreadsheets, or regularly go out with errors, Salesforce CPQ can fix all three. We build pricing engines that are accurate, fast, and built around how you actually sell.

Talk to Us About CPQ

Signs Your Quoting Process Needs CPQ

If more than two of these sound familiar, you are leaving money on the table.

Reps calculate prices manually in spreadsheets and sometimes get it wrong

A single quote requires input from 3 or more people before it goes out

Your average quote turnaround is more than 24 hours

You have customer-specific pricing that reps have to remember or look up

Quotes go out without required approvals because the process is too slow

You have no visibility into which products appear in quotes most often

Contract terms and pricing from your quotes do not match what gets billed

New reps take months to learn the pricing rules correctly

What We Build in a CPQ Implementation

Every CPQ implementation is different because every pricing model is different. These are the core components we configure in most engagements.

Product catalog and configuration rules

Products organized into logical bundles with compatibility rules that prevent reps from quoting impossible or unsupported combinations. Configuration happens step by step through a guided screen.

Pricing engine

Volume tiers, customer-specific contract rates, territory pricing, and cost-plus margin calculations, all encoded as rules that apply automatically. No spreadsheet lookups.

Approval routing

Quotes that fall below minimum margin thresholds automatically route for approval. Standard quotes skip the queue entirely. The right people see the right quotes without a manual step.

Document generation

Branded quote documents, proposals, and order forms generated from the Salesforce quote record. Sent for e-signature directly from Salesforce with an audit trail.

Typical Outcomes After CPQ Implementation

60-80%

Faster quote turnaround

Standard configs

90%+

Fewer pricing errors

vs. manual calculation

15-25%

Higher win rate

Faster response captures deals

40-60%

Fewer approval requests

Rules catch issues earlier

Frequently Asked Questions

What is Salesforce CPQ?

CPQ stands for Configure, Price, Quote. Salesforce CPQ (now part of Revenue Cloud) is a native application that automates the quoting process. It lets reps build accurate quotes by selecting products, applying pre-configured pricing rules, and routing for approval, all without leaving Salesforce.

Is Salesforce CPQ the same as Revenue Cloud?

Salesforce CPQ has been rebranded and expanded as Revenue Cloud. Revenue Cloud includes CPQ functionality along with subscription management, billing, and revenue recognition. For most companies, the core CPQ capabilities are what matter most.

Who needs Salesforce CPQ?

CPQ is most valuable when your quoting process involves multiple product configurations, tiered pricing, customer-specific discounting, or multi-step approvals. If a single quote takes more than 30 minutes to produce, CPQ almost certainly makes sense.

How long does a CPQ implementation take?

A focused CPQ implementation for a mid-market company typically takes 8 to 14 weeks. The timeline depends primarily on the complexity of your product catalog and pricing rules. Companies with hundreds of SKUs and complex pricing matrices take longer than those with a straightforward product lineup.

Can CPQ generate documents like proposals and contracts?

Yes. Salesforce CPQ includes document generation through Salesforce Documents or integrations with tools like Conga Composer and Nintex. Quotes, proposals, and order forms can be generated and sent for e-signature directly from Salesforce.

What does CPQ implementation cost?

Beyond the CPQ add-on license (priced per user), implementation consulting for a mid-market CPQ project typically ranges from $25,000 to $80,000 depending on the complexity of your pricing model and integration requirements. We provide fixed-fee estimates after a discovery call.

Ready to automate your quoting process?

Book a free discovery call. We will walk through your current quoting process, identify the right CPQ configuration, and give you an honest estimate.

Book a Free CPQ Discovery Call