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Deal CPQ

Features

Capabilities of Deal CPQ, the CPQ managed package for Salesforce. [TBD - Product Requirements]

Configure

Reps add products and build bundles from the catalog, with rules checking every choice.

Price

Regular, Block and Slab pricing, contracted prices and discount limits, in the order your admins choose.

Quote

Proposals on the Opportunity, with versions, revisions and line items that sync to Opportunity Products.

Approve

Multi-step approval chains with approver groups and delegates, and no self-approval.

Orders and contracts

The accepted quote becomes Orders, Contracts and Assets, by rule or with a button.