Sales operations and admins

Set pricing steps, line item columns and status rules in your org, on standard Sales Cloud objects.

Deal CPQ runs on standard Sales Cloud objects: Opportunity, Price Book, Order, Contract and Asset. You don’t need Salesforce CPQ or Revenue Cloud.

Sales Operations and System Administrators decide:

• Which pricing steps run and in what order, per Account, per Product or both.
• Discount limits by role or profile, and contracted prices per Account.
• The columns on the Line Items grid, and what each Proposal status does.
• When Orders and Contracts are created from an accepted quote.

The org needs Orders turned on.