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Create and Edit CPQ Quotes
Create a quote for your customers. After you add products to your quote, you can adjust their quantities, configuration, and pricing. (Salesforce CPQ Managed Package)
Required Editions
| Available in: All CPQ Editions |
Note If the account’s shipping address is incomplete, Salesforce CPQ copies a combination of the
account’s shipping and billing addresses to the quote’s shipping address. If the shipping and
billing addresses are different, the resulting shipping address in the quote is incorrect. To
ensure a correct shipping address in your quote, enter a complete shipping address in your
account.
- Managing Bill To and Ship To Addresses on CPQ Quotes
Salesforce CPQ configures the quote’s Bill To Address based on the values of the quote’s Partner field, Distributor field, and Account field, which are all Account lookup fields. If the quote doesn’t have a partner or distributor account, its Bill To address defaults to the account address. Otherwise, you can configure your quote to inherit the partner and distributor accounts from your opportunity or define them manually during quote creation. The Ship To address always inherits the address of the account referenced in the quote’s Account field. (Salesforce CPQ Managed Package) - Using the Quote Line Editor
Add or remove products, apply discounts and markups, and calculate prices for your quote. (Salesforce CPQ Managed Package) - Manage Your Bundles in the Configurator
Use the configurator to add or remove options from your bundle products. The configurator displays your bundle features and the options available within each feature. Based on certain product fields, you can enter the configurator when you add a bundle product or click Reconfigure Bundle on a bundle product quote line. (Salesforce CPQ Managed Package) - Product Rules
You can evaluate a product option, quote, or a quote line against user-made conditions and perform an action in response. Organize your conditions and actions in a product rule object. (Salesforce CPQ Managed Package) - Discounts
Salesforce CPQ provides several ways to discount prices for your customers. You can set discounts across an entire quote or on individual products and product groups. (Salesforce CPQ Managed Package) - Price Rules
Price rules automate price calculations and update quote line fields. This feature is useful if your business contains products that change in response to the presence of other products on your quote. (Salesforce CPQ Managed Package) - Refreshing Quote Prices
The Refresh Prices button lets sales reps pull the latest price book values into their quote, or into all of the quotes on their opportunity. (Salesforce CPQ Managed Package) - The CPQ Quote Calculation Sequence
Salesforce CPQ’s Advanced Quote Calculator determines quote and quote line prices in response to user or automated actions. Review which types of actions cause your quote to recalculate. You can also customize workflow rules and price rules to target objects during various stages of the quote calculation sequence. (Salesforce CPQ Managed Package) - Enhance Quotes with Custom Scripts
Use JavaScript code to add extra functionality to the CPQ quote line editor. Custom scripts are called by the Quote Calculator Plugin. (Salesforce CPQ Managed Package) - Lookup Queries
Create lookup queries on your product rules and price rules to evaluate field values on objects other than quotes. You can then use your rule’s actions and conditions to send those values to a quote, quote line, or product option. (Salesforce CPQ Managed Package) - CPQ Quote Fields
Salesforce CPQ provides various custom-managed fields for CPQ quotes. (Salesforce CPQ Managed Package) - CPQ Quote Line Fields
Quote lines store information about the products that a sales rep has quoted. With certain page layout and field-level security settings, some fields aren’t visible or editable. (Salesforce CPQ Managed Package) - CPQ Subscription Fields
Subscription records contain information about subscription products on opportunities or orders that you’ve contracted. When you contract an opportunity or order, your subscriptions inherit their field values from their subscription product quote line items or order products. (Salesforce CPQ Managed Package) - CPQ Quote Line Group Fields
Salesforce CPQ provides various custom managed fields for CPQ quote line groups. Quote lines groups store information about how lines on a quote are organized into groups. With certain page layout and field-level security settings, some fields aren’t visible or editable. (Salesforce CPQ Managed Package)
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