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Configure, Price, Quote

Sell complex solutions with confidence.

Next generation CPQ that enables fast and accurate quoting for complex offerings that include products and services.

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Explore CPQ
Business Value → Industrial-Grade CPQ → AI-Driven Productivity → CPQ Rules Engine → Pricing & Discounts → Visualization (2D/3D) → Approvals & Governance → BOM & ERP Handoff → Admin & Design Center →
Document Automation

Generate documents from complex data at scale.

Design, generate and deliver documents from complex data sources while freeing your developers.

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Explore Document Automation
Complexity Simplified → Enterprise-Grade → AI & Innovation → Workflow Automations → Forms → Content Manager → eSignature →
Digital Commerce

Create connected digital buying experiences.

Connect ERP data with ecommerce, mobile ordering and self-service experiences built for complex B2B selling.

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Explore Digital Commerce
B2B Ecommerce Webshop → B2B Mobile App → B2B Customer Portal → Order Punchout → Sales Ordering App →
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Business Value Industrial-Grade CPQ AI-Driven Productivity CPQ Rules Engine Pricing & Discounts Visualization (2D/3D) Approvals & Governance BOM & ERP Handoff Admin & Design Center
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Complexity Simplified Enterprise-Grade AI & Innovation Workflow Automations Forms Content Manager eSignature
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Selling Solutions, Not SKUs: Upgrade from Salesforce CPQ when your offerings combine Equipment, Services, Projects and Recurring Revenue

Selling Solutions, Not SKUs: Upgrade from Salesforce CPQ when your offerings combine Equipment, Services, Projects and Recurring Revenue

by Erika | Sep 3, 2026 | Quoting Tools

Picture the quote for a production line upgrade. It includes the equipment and the commissioning labor. It also includes a multi-phase rollout, operator training days and a service agreement that bills monthly for five years. Each of those pieces is priced...
Upgrade From Salesforce CPQ and Get Ramp Deals Right: Multi-Year Pricing With Real Date Math

Upgrade From Salesforce CPQ and Get Ramp Deals Right: Multi-Year Pricing With Real Date Math

by Erika | Sep 1, 2026 | Quoting Tools

If your team sells multi-year agreements with increasing quantities, escalating rates, or mid-term additions, you already know that ramp deals are where quoting math gets fragile. In Salesforce CPQ, ramps, co-terming, and proration are usually handled through a mix of...
Salesforce CPQ Is End of Sale. Here’s an Alternative That Doesn’t Require Leaving Salesforce CRM

Salesforce CPQ Is End of Sale. Here’s an Alternative That Doesn’t Require Leaving Salesforce CRM

by Erika | Aug 20, 2026 | Quoting Tools

If you run quoting on Salesforce CPQ, the end-of-sale announcement probably raised one practical question: if you keep investing in Salesforce, will you eventually have to rebuild your quoting process on a different Salesforce product? The end of sale changed what...
Quoting Products, Services and Subscriptions in One Deal: A Salesforce CPQ Alternative

Quoting Products, Services and Subscriptions in One Deal: A Salesforce CPQ Alternative

by Erika | Aug 20, 2026 | Quoting Tools

Picture one opportunity that includes a configured machine, installation and commissioning labor, a three-year service agreement, and a connected-monitoring subscription with usage tiers. Your quoting tool has to price all of it in one governed document, and that is...
Ending Quote-to-Contract Drift: What Salesforce CPQ Buyers Are Asking For Now

Ending Quote-to-Contract Drift: What Salesforce CPQ Buyers Are Asking For Now

by Erika | Aug 16, 2026 | Quoting Tools

If your sales team quotes one number and the order form, contract, or ERP handoff shows another, you have quote-to-contract drift. For teams running Salesforce CPQ, the cause is usually not a single bug. It builds up as calculation logic spreads across pricing rules,...
Salesforce CPQ Users: Isn’t It Time You Could Edit Your Own Order Forms and Proposal Templates?

Salesforce CPQ Users: Isn’t It Time You Could Edit Your Own Order Forms and Proposal Templates?

by Erika | Aug 1, 2026 | Quoting Tools

If every branding tweak, new clause, or added column on your order form turns into a ticket, a consultant estimate, and a two-week wait, the problem is not your team. It is where template logic lives. With Salesforce CPQ now end of sale and no longer receiving...
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