Configure
Products and bundles
Reps add products from the catalog and build bundles from features, options and attributes, with rules checking each choice.
Product
CPQ that runs on standard Sales Cloud objects
Deal CPQ is a managed package for companies that sell configurable products and subscriptions. It works with one currency or several, and you don't need Salesforce CPQ or Revenue Cloud.
What Deal CPQ does
Price
Regular, Block and Slab pricing
Contracted prices per Account, discount limits by role or profile, and pricing steps your admins put in order.
Quote
Proposals on the Opportunity
Versions and revisions, admin-defined line item columns, and lines that sync to Opportunity Products.
Approve
Multi-step approval chains
Approver groups and delegates, approvals kept on resubmission, and no self-approval, admins included.
After the sale
Orders, Contracts and Assets
The accepted quote becomes Orders and Contracts, automatically or with a button. Assets are created and locked.
Salesforce
A managed package for Sales Cloud
Runs on Opportunity, Price Book, Order, Contract and Asset. The org needs Orders turned on.
Who uses it
Built around six internal roles
Deal CPQ is for your internal users. Partner and customer portal users aren't supported.
Sales Rep
Configures, prices and quotes from the Opportunity.
Approver
Reviews Proposals sent for approval.
Sales Operations
Maintains pricing steps, discount limits and rules.
Finance Approver
Approves deals that need finance sign-off.
Legal/Compliance
Approves deals that need legal review.
System Administrator
Sets up the package in the org.
Roadmap
What comes next
Planned work, not available in the first version.
In progress
Amendments
Proposals can already be marked as New Business, Amendment or Renewal. Choosing which Assets to amend is coming.
Planned
Renewals
Renewal timing, price increases through the pricing steps, and early renewal Opportunities.
Planned
Termination and contract merge
Ending a contract or a whole account, with approval, and merging contracts.