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Manage Your Quotes with CPQ
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            Price Your Quote Lines with Pricing Guidance

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            Price Your Quote Lines with Pricing Guidance

            The next time you're closing a deal, check out pricing guidance to view target discounts based on historical sales information. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ+ Summer ’19 and later

            If an admin enabled pricing guidance for a product in your quote, the guidance appears as the Quote line editor pricing guidance icon icon in quote lines for that product.

            1. When you see the Quote line editor pricing guidance icon icon on one of your quote lines, click it to open pricing guidance.
              Salesforce CPQ shows the pricing guidance for your quote line. Review your suggested discounts.
              • The target discount represents an ideal discount percentage that supports customer purchase without discounting your quote line too heavily.
              • The norm discount represents an average discount for this product based on historical pricing trends.
              • The floor discount represents a high discount only for special circumstances, such as a final incentive to close a deal or to prevent the attrition of a long-time customer.
            2. Apply a discount. To apply the target discount, click Accept Recommendation.
              • For target discounts, click Accept Recommendation.
              • For norm and floor discounts, enter that value manually in your quote line's Additional Discount field.
            Example
            Example

            A picture of the pricing guidance overlay that a sales rep views in the quote line editor.

            • Additional discounts may require approvals based on your org's approval settings.
            • Admins often set up pricing guidance so that suggested discounts vary as the quote line's quantity changes. If you edit your quote line's quantity and reopen pricing guidance, you may see different suggested discounts. If you already accepted a discount and edit your quote line's quantity, your Additional Discount may also change.
            • If a product has pricing guidance and a discount schedule, the quote line editor always uses pricing guidance and ignores the discount schedule, even if the guidance is inactive.
             
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