Salesforce consulting
Salesforce CPQ & Billing
Pricing, discounts, approvals and contracts handled inside Salesforce, so quotes go out right the first time.
- Typical timeline
- 10 to 20 weeks
- Delivery team
- CPQ architect, consultant, developer
- Best for
- Companies that sell bundles, subscriptions or multi-currency deals.
Sound familiar?
- Quotes live in a spreadsheet that only one person understands.
- A 15 percent discount needs three email approvals.
- Renewals get billed at last year's price.
What we actually do
CPQ projects go wrong when the product catalogue is a mess, so we start there. Once bundles, options and price rules are modelled cleanly, approvals, contracts and renewals follow from the same data, and nothing needs retyping between quote and invoice.
Salesforce CPQBillingRevenue Cloude-signature
What you walk away with
- Product catalogue, bundles and option rules
- Price rules, discount schedules and approval paths
- Branded quote and contract templates
- Amendments and renewals for subscription deals
- Billing schedules and invoice runs
Optimizing CPQ Pricing Rules at Scale
Discover performance optimization patterns for product lookup queries, price action injections, and quote line editor performance.
Read CPQ Optimization GuideHow a project runs
- 1
Catalogue
Model products, bundles and the ways you price them.
- 2
Pricing rules
Price rules, discounts and who approves what.
- 3
Documents
Quote, order form and contract templates.
- 4
Billing
Connect invoicing, revenue schedules and your ERP.
Salesforce CPQ & Billing FAQs
Yes. Block pricing, tiered discounts and volume breaks are all supported, including for subscription products.
Pricing, approvals and invoices can all run in several currencies, with exchange-rate handling agreed up front.
Keep reading
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