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

Generating PDF quotes using quote templates

The formatting and the content of a quote document are controlled by the Quote Template. Templates contain different sections, and both the template and sections can be customized to configure which line items are displayed, what fields and signature fields can be added, what terms and conditions can be added, and so on. Templates can contain any number of sections, and we can reuse sections between multiple templates. Quote templates contain information about quotes, quote lines, products, pricing, discounts, and much more. These quote templates can be customized and used to present this information in a professional-looking document, which can be in the form of a PDF or Microsoft Word document.

In the next subsection, let's learn how an administrator can generate quote documents in Salesforce CPQ.

Generating a quote document

To generate a quote document, navigate to any quote that you have created in your Salesforce org....