You are here:
Manage Your Quotes with CPQ
Use Salesforce CPQ to create, manage, and send your quotes. (Salesforce CPQ Managed Package)
Required Editions
| Available in: All CPQ Editions |
Important
The Salesforce CPQ managed package continues to be available for existing customers, however, there is no longer any new feature development. We will continue to provide support and services for the duration of your contract. You can also add more user licenses to your Salesforce org during your current subscription term and renew existing subscriptions.
For a more comprehensive and robust CPQ solution, we recommend exploring Revenue Cloud.
- Salesforce CPQ Patch Notes
Salesforce CPQ patch notes contain high-level reviews of bug fixes included in each generally available patch for a CPQ package. We update patch notes after a new patch becomes available for a package. (Salesforce CPQ Managed Package) - Getting Started with Salesforce CPQ
Review important CPQ concepts and learn how to set up Salesforce CPQ. (Salesforce CPQ Managed Package) - Manage Products in Salesforce CPQ
Build and optimize your product catalog to accelerate your quote-to-cash cycle. (Salesforce CPQ Managed Package) - 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) - Send Your CPQ Quotes
After you finalize your quote, create a document for it, and then send the document to your customers. Salesforce CPQ lets you customize the document creation and management process. (Salesforce CPQ Managed Package) - Advanced Approvals for Salesforce CPQ (Managed Package)
Automate and customize your approval process with the Advanced Approvals package for Salesforce CPQ. You can require approvals when records meet certain conditions, automate resubmitted approvals, and control the order that approvers receive requests. (Salesforce CPQ Managed Package) - Manage Your CPQ Orders
When your customer is ready to order their CPQ quote, create an order record to track the products they’ve purchased. Orders contain order products for each of your quote lines. You can contract the order record to track its subscription products. You can also create invoices from your order. (Salesforce CPQ Managed Package) - Manage Your Subscriptions and Assets
Use subscriptions to keep records of subscription products you’ve quoted or sold. Use assets to keep records of stand-alone products you’ve quoted or sold. You can use these records later to manage amendments and renewals to your opportunities and orders. (Salesforce CPQ Managed Package) - Amend Your Contracts and Assets
Add products or edit product quantities on your contracts. If you’re using an asset-based renewal model, you can change the assets on your quotes and orders. (Salesforce CPQ Managed Package) - Renew Your Contracts and Assets
Renew a contract when your subscriptions are about to reach their end date. If you’re using an asset-based renewal model, you can renew a percent of total product and its covered assets. (Salesforce CPQ Managed Package) - Printable Tip Sheets & User Guides — For Salesforce CPQ
Printable implementation guides for Salesforce Billing admins. (Salesforce CPQ Managed Package)
Did this article solve your issue?
Let us know so we can improve!
