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Close Complex Deals 80% Faster with Salesforce CPQ
Stop losing deals to slow quotes, pricing errors, and discount approval bottlenecks. Our certified Salesforce CPQ team configures, optimizes, and integrates Configure-Price-Quote so your sales reps generate accurate, branded, on-policy proposals in minutes — not days. From product catalog setup to renewals and revenue recognition, all at offshore economics.
What We Deliver
QUOTE-TO-CASH- Salesforce CPQ implementation & configuration
- Product catalog, bundles & option constraints
- Pricing rules, discount schedules & approval flows
- Branded, templated proposal & quote generation
- Contracts, amendments & subscription renewals
- Revenue Cloud, billing & ERP integration
- Sales team training & CPQ adoption support
Sell faster, price smarter, and stop losing deals to admin friction.
If your sales team is still building quotes in Word documents, chasing finance for discount approvals, and re-keying every order into NetSuite or SAP — you are losing deals you should be winning. The average B2B buyer expects a quote in hours, not days. The average sales rep spends 25–40% of their time on quote-related admin work that does not move a deal forward. CPQ exists to fix exactly that.
Our Salesforce CPQ services help you move from manual, error-prone quoting to a fully automated quote-to-cash engine. We configure your product catalog, design pricing rules and discount schedules, build approval workflows, set up branded proposal templates, and connect everything to your ERP and billing systems. The result is reps quoting in minutes, finance approving in hours, customers signing faster, and revenue arriving sooner.
Free CPQ Discovery Audit
A 60-minute working session with a certified CPQ architect.
Bring your current quoting process, product complexity, and pricing pain points. Walk away with a written summary of recommended CPQ scope, rough effort and cost, key risks, and a 90-day roadmap. No pitch deck, no follow-up loop.
Book Your Audit →End-to-end Salesforce CPQ services across every part of quote-to-cash.
From initial product catalog setup to renewal automation and revenue recognition, our certified CPQ team handles every layer of a real-world CPQ rollout — not just the easy parts.
Product Catalog Setup
Structured product catalog with hierarchies, bundles, options, features, and configuration attributes that match how your sales team actually sells.
Pricing Rules & Tiers
List, volume, tiered, contracted, partner, and percent-of-total pricing models. Block, slab, and quantity-based discount schedules done right.
Discount & Approval Workflows
Multi-step approval routing with conditional logic, time-based escalations, parallel and serial approvers, and a clean audit trail for finance.
Quote & Proposal Templates
Branded, dynamic proposal documents with conditional sections, customer-specific terms, electronic signature, and multilingual support.
Renewals & Amendments
Subscription renewals automated with uplift logic, co-terming, mid-term amendments, and price holds for multi-year contracts.
Subscription & Recurring Billing
Monthly, annual, multi-year, and usage-based subscription models with proper proration, MRR/ARR reporting, and revenue waterfall support.
Contract Lifecycle
Contract generation, redlining workflows, electronic signature via DocuSign or Adobe Sign, contract storage, and renewal alerting.
CPQ to ERP Integration
Clean handoff from closed-won opportunity to ERP — NetSuite, SAP, Microsoft Dynamics, QuickBooks — with zero manual re-keying.
Revenue Cloud & Billing
Salesforce Revenue Cloud and Billing implementation, invoice generation, payment processing, dunning workflows, and revenue recognition.
Sales Training & Adoption
Role-based CPQ training for reps and managers, recorded video libraries, written playbooks, and adoption tracking via the CPQ usage dashboard.
The full revenue lifecycle, automated end to end.
CPQ is not just a quoting tool — it is the engine that powers your entire quote-to-cash process. Here is what we automate, in order, across the lifecycle.
1. Configure
Reps build products on guided selling — no invalid combinations, no missing options.
2. Price
Pricing engine applies the right rule — list, contracted, volume, discount — every time.
3. Quote
Branded proposal generated in seconds, sent for approval, signed via DocuSign or Adobe Sign.
4. Contract
Contract generated, stored, tracked. Mid-term amendments and renewals fully automated.
5. Bill
Invoice fires to ERP or Revenue Cloud. Revenue recognized properly. Renewals queued.
Where CPQ pays for itself in the first quarter.
Most of the ROI from a CPQ rollout comes from two places: guided product configuration and automated pricing logic. Here is what we set up so your sales team gets it right every single time.
Guided Selling
Step-by-step product wizards that ask the right questions and only show valid options — so reps cannot accidentally quote impossible configurations.
Bundles & Options
Configurable bundles with required, optional, and recommended components. Dependencies, exclusions, and dynamic pricing all enforced automatically.
Tiered & Volume Pricing
Block, slab, and quantity-based pricing schedules with automatic tier breaks. Customer-specific contracted pricing applied without rep intervention.
Discounting Rules
List vs. floor pricing, max-discount-per-product policies, customer-tier rules, and partner discounts — all enforced before a quote ever reaches a customer.
Approval Routing
Conditional approval workflows: small discounts auto-approved, large discounts route to manager or CFO with time-based escalation if not actioned.
Multi-Currency & Localization
Multi-currency pricing, regional tax rules, country-specific terms, and multilingual proposal templates for global teams.
What well-implemented Salesforce CPQ actually delivers.
CPQ is not a vanity buy. Done right, the payback period typically lands inside two quarters — and the benefits compound every quarter after.
80% Faster Quote Cycles
Quotes that used to take 1–3 days now generate in minutes. Reps move on to the next deal instead of fighting the proposal generator.
Pricing Accuracy
Automated pricing rules eliminate $20K-per-quote calculation errors. Margin leakage from manual mistakes disappears.
Higher Win Rates
Faster response to RFQs, professional branded proposals, and instant electronic signature shorten the buyer’s decision cycle.
Recovered Margin
Enforced discount policies and approval workflows recover 1–3 points of margin that previously leaked through unauthorized discounting.
Renewal Predictability
Automated renewal workflows lift renewal rates 5–15 points by surfacing every renewal 90+ days in advance with pre-built proposals.
Clean Audit Trail
Every quote, discount, approval, and contract action is logged — making finance audits, SOX compliance, and revenue recognition straightforward.
CPQ only works when it talks to everything else in your stack.
A CPQ rollout that does not integrate with your ERP, billing, e-signature, and finance systems is just an expensive quoting tool. Here are the integration patterns we build into every CPQ project.
ERP Integration
Closed-won deals push cleanly to NetSuite, SAP, Microsoft Dynamics, Oracle, or QuickBooks — with order, customer, product, and pricing all in sync.
Billing & Payment
Stripe, Zuora, Chargify, Recurly, and native Salesforce Billing integrations. Subscription billing, prorations, and dunning all automated.
E-Signature
DocuSign, Adobe Sign, PandaDoc, and Conga Composer integrations for instant electronic signature directly from the CPQ quote record.
Contract Lifecycle Management
Integrate with Conga, Icertis, Ironclad, or DocuSign CLM for full contract lifecycle — redlining, version control, repository, and renewal alerting.
Revenue Cloud & Recognition
Salesforce Revenue Cloud, Salesforce Billing, and integrations with revenue recognition tools like RevPro and Aptitude for ASC 606 compliance.
Marketing Automation
HubSpot, Marketo, and Pardot integrations so MQLs and SQLs flow into CPQ with the right product context, account history, and campaign attribution.
E-commerce & Storefronts
Salesforce Commerce Cloud, Shopify, BigCommerce integrations so self-service buyers and inside sales share the same product catalog and pricing.
Tax & Compliance
Avalara, Vertex, and Sovos integrations for automatic tax calculation, exemption certificate management, and multi-jurisdiction compliance.
CPQ expertise tuned to the way your industry actually sells.
Different industries quote differently. Manufacturers configure physical products. SaaS companies sell subscriptions. Professional services bundle deliverables. We have shipped CPQ for all of them.
The CPQ partner that respects your sales team and your CFO.
Most CPQ implementations fail on adoption, not technology. The product catalog gets built, the pricing rules get configured, and then sales reps quietly refuse to use it because it slows them down. Here is what makes our delivery model different.
Certified CPQ Specialists
Senior consultants with Salesforce CPQ Specialist, CPQ Implementation Consultant, and Revenue Cloud certifications. Not generalists — specialists.
Sales-First Configuration
We design guided selling and quote workflows around how your reps actually sell, not what looks tidy on a configuration diagram.
Up to 75% Cost Savings
Senior CPQ expertise at $15-21/hour vs. $250-400/hour from US-only CPQ consultancies. Same caliber of work, fraction of the cost.
Time Zone Aligned
Daily standups during your business hours. Real-time Slack and Zoom. No 24-hour async cycles when a quote configuration needs a decision.
Finance & Audit Ready
Every approval workflow, discount policy, and revenue trigger documented — ready for SOX, ASC 606, and your annual audit.
Adoption Built In
Role-based rep training, recorded video libraries, written playbooks, and a 30-day post-launch adoption monitoring program.
Free CPQ Audit First
Free 60-minute discovery with a certified CPQ architect before any engagement. You walk away with a written roadmap, regardless of whether you hire us.
Secure & Compliant
Signed NDAs, GDPR/HIPAA/SOC 2 aligned controls, role-based access, and proper handling of pricing IP and customer contract data.
A proven five-phase CPQ implementation method.
Transparent, sprint-based delivery with concrete deliverables at every step. You always know what is in flight, what is about to ship, and what is queued for the next sprint.
Discover
Workshops with sales, finance, and ops. Current-state quote-to-cash mapping. Pricing rule inventory. Approval matrix capture. Success metrics defined.
Design
Product catalog blueprint, pricing model design, approval flow diagrams, proposal template wireframes, integration architecture, sign-off before build.
Build
Sprint-based development in sandbox. Product catalog, pricing rules, discount schedules, approval flows, proposal templates. Live demo every 2 weeks.
Test & Train
UAT with real sales reps, regression testing on pricing edge cases, role-based training sessions, recorded video library, go-live readiness checklist.
Launch & Optimize
Phased production rollout, 30-day hypercare, adoption tracking, weekly tune-ups based on real rep feedback. A 90-day optimization roadmap on completion.
Honest answers to every question buyers ask about Salesforce CPQ.
What is Salesforce CPQ and who needs it?
How long does a CPQ implementation take?
How much does a Salesforce CPQ implementation cost?
What is the difference between Salesforce CPQ, Revenue Cloud, and Salesforce Billing?
Do you handle CPQ migration from a different tool?
Can you integrate CPQ with our ERP and billing systems?
How do you handle CPQ adoption and rep training?
Do you support subscription, usage-based, and consumption pricing models?
Do you sign an NDA?
How do we get started?
Ready to close complex deals 80% faster?
Book a free 60-minute CPQ discovery audit with a certified CPQ architect. Walk away with a written scope, effort estimates, and a 90-day roadmap — whether you hire us or not.
Book a Free CPQ Audit →