Book Image

The Salesforce CPQ Implementation Handbook

By : Madhu Ramanujan
Book Image

The Salesforce CPQ Implementation Handbook

By: Madhu Ramanujan

Overview of this book

Salesforce CPQ is innovative software that enables you create better quotes, improve quoting accuracy, and maximize sales and deals. It also provides a quick analysis of profits and losses, helping you improve the overall execution of sales processes, and allows a great deal of flexibility for your prospects, customers, and business partners. The book starts with the Quote-2-Cash business process in Salesforce and shows you how to assess when a business needs to implement CPQ. You’ll then progress to configuring opportunities, quotes, and CPQ products. As you advance, you’ll understand how to define and configure price books, price rules for CPQ quote automation, multidimensional quoting, and more. Next, you'll look at how to configure CPQ guided selling and create package configurations, contracts, and amendments. Later chapters will demonstrate how to perform data migration from a legacy system and the order in which the objects are to be migrated. You’ll also explore CPQ billing and its advantages with the help of different use cases before learning about Industries CPQ and how it is different from standard Salesforce CPQ. Finally, you’ll discover best practices for achieving optimal CPQ performance and avoiding performance bottlenecks. By the end of this Salesforce book, you’ll be able to implement Salesforce CPQ for any business.
Table of Contents (17 chapters)
1
Section 1: Getting Started with Salesforce CPQ Implementation
7
Section 2: The Next Stage of the CPQ Journey
11
Section 3: Advancing with Salesforce CPQ

Chapter 5: Generating and Configuring Quote Templates

So far, we have learned how to create opportunities, associate them with quotes, and add product configurations. We also learned how we can automate pricing and provide accurate discounts to customers. The next step is to finalize the quote, which is then sent to customers for approval and to have their signatures added. Quotes contain information about products and pricing. Reps can generate multiple quotes as per customer requirements and easily share them.

In this chapter, we will learn about generating CPQ documents. Salesforce CPQ provides out-of-the-box features to customize quote documents. Reps can send quotes to customers in an email, and we can also have third-party integrations for eSignatures.

In particular, we will be covering the following topics:

  • Generating PDF quotes using quote templates
  • Creating quote templates and template content
  • Creating template content and linking quote templates
  • ...