por Erika | Jun 1, 2026 | Quoting Tools
If you sell machines, systems, or projects rather than SKUs, the difference between engineer-to-order (ETO) and configure-to-order (CTO) determines how your quoting system has to behave. Salesforce CPQ was built around a bundle-and-option model, and that model fits...
por Erika | May 20, 2026 | Quoting Tools
Salesforce CPQ was built to remember a deal as a subscription: a term, a contract, assets, amendments, and renewals. That model works well until a quote also has to carry equipment, installation labor, a multi-year service plan, and a usage-based component that nobody...
por Erika | May 12, 2026 | Quoting Tools
Discounting is where margin quietly leaks, and approvals are where good deals quietly stall. If you run Salesforce CPQ today, you have probably built a CPQ approval workflow that works, but that now depends on a mix of rules, custom fields, and people who know which...