Salesforce CPQ
Quotes that close deals. Not the team.
— Quote faster, win faster. Every line item accurate, every approval automated.
CPQ Quote Builder
Acme Corp, Enterprise Deal Q4
3×
Faster quote creation
95%
Fewer pricing errors
100%
In-house delivery
— The Problem
Manual quoting costs you deals. Every single day.
These aren't edge cases. They're what happens when your quoting process wasn't built to scale with your business.
Still quoting in Excel?
Every deal is a pricing risk. One wrong formula and margin disappears silently.
Chasing approvals manually?
Discount requests stuck in Slack while the customer talks to a competitor.
Wrong products quoted?
Invalid configurations reaching customers because nobody checked the rules.
Configure
Product rules enforce what can and can't be quoted together, bundles, dependencies, incompatible options. No invalid configuration reaches a customer.
Price
Right price book, applied automatically. Volume breaks, block pricing, and partner margins calculate without lookup tables or tribal knowledge.
Quote
Branded PDFs generated in one click. Approval workflows trigger automatically when discount thresholds or margin floors are crossed.
— What Is Salesforce CPQ
The engine behind every accurate quote.
Salesforce CPQ is a native Salesforce product that replaces spreadsheet-based quoting with automated rules. Reps configure products correctly, prices calculate instantly, discounts enforce approval logic, and professional quote documents generate in one click.
The real value isn't speed, it's accuracy. Without CPQ, pricing errors and discount abuse silently erode margin on every deal. With CPQ, every quote reflects what you actually sell at the price you actually mean.
CPQ is not a quoting tool. It is a revenue protection system that happens to produce quotes, and the foundation your Revenue Cloud, ERP, and billing systems need to operate cleanly.
— Key Capabilities
Six things CPQ does so your reps don't have to.
Each one replaces manual work, without forcing errors and margin loss currently built in.
Product Configurator
Produces complete, accurate quotes without training your team. Required components, incompatible options, and tier dependencies all calculate automatically, not by someone.
Pricing Engine
The right approved prices, calculated at the right time. Regional differences, volume discounts, tiered pricing, helps to transform price guesswork.
Document Generation
Generates polished proposals from templates that contain what customers need to see, contracts, price summaries, terms, and quotes produced in DocuSign-ready formats instantly.
Approval Workflows
Discount thresholds and margin floors automatically trigger the right approval chain. Quotes only move forward when all stakeholders sign off on planned discounts.
Subscription Management
On-renewing and one-time products to existing customers calculates automatically. Handles prorated service charges automatically, no late renewals or lost revenue.
Guided Selling
Q&A flows steer your catalog to the right products based on customer needs. Narrows the longest catalog consistently as salespeople advance, short-listing the highest-value opportunities.
— Quote-to-Cash
From opportunity to collected revenue.
CPQ sits in the middle of your revenue chain. We implement the full sequence - not just the quoting layer.
Configure
Guided selling navigates the catalog. Configuration rules block invalid quotes before they're built - not after a deal is won.
Price
Right price book, automatically. Discounts trigger approvals at threshold - not a Slack message to the VP of Sales.
Quote
Branded PDF in one click. DocuSign feeds signed status back to Salesforce automatically - no chasing.
Contract
Signed quote converts to Contract. Amendments and renewals activate automatically for subscription products.
Bill & Recognise
Revenue Cloud invoices, collects, and recognises revenue per ASC 606 - no manual handoff to finance.
Configure
Guided selling navigates the catalog. Configuration rules block invalid quotes before they're built - not after a deal is won.
Price
Right price book, automatically. Discounts trigger approvals at threshold - not a Slack message to the VP of Sales.
Quote
Branded PDF in one click. DocuSign feeds signed status back to Salesforce automatically - no chasing.
Contract
Signed quote converts to Contract. Amendments and renewals activate automatically for subscription products.
Bill & Recognise
Revenue Cloud invoices, collects, and recognises revenue per ASC 606 - no manual handoff to finance.
— Editions
CPQ, CPQ+, or Revenue Cloud?
We recommend what fits your commercial model, not the option with the highest margin for us.
Salesforce CPQ
Product configuration, pricing rules, quote generation, approval workflows, and basic subscription product support.
- Product catalog & bundles
- Standard pricing rules & price books
- Quote PDF generation
- Approval workflows
- Basic subscription products
- Advanced co-terming & proration
- Salesforce Billing
- ASC 606 revenue recognition
Salesforce CPQ+
Everything in CPQ plus advanced subscription management, co-terming, proration, evergreen contracts, and automated renewal opportunities.
- Everything in CPQ
- Advanced co-terming rules
- Proration to the day
- Evergreen subscriptions
- Auto-renewal opportunity creation
- Salesforce Billing
- ASC 606 revenue recognition
Revenue Cloud
CPQ+ plus Salesforce Billing, automated invoicing, usage-based billing, payment collection, and ASC 606 revenue recognition.
- Everything in CPQ+
- Salesforce Billing
- Usage-based pricing
- Automated invoicing
- Payment collection
- ASC 606 revenue recognition
— What We Do With CPQ
Every service, clearly scoped.
From first implementation to ongoing managed support, these are the specific services we deliver. Each is scoped and priced separately, so you only pay for what you need.
01
CPQ Readiness Assessment & Scoping
We audit your quoting process, product complexity, pricing model, discount governance, approval chain, and define scope that matches your actual needs. Includes edition recommendation before any licence is purchased.
02
Product Catalog & Bundle Architecture
We design and build your product catalog inside CPQ, products, options, bundles, configuration rules, and product families structured around how your business actually sells, not Salesforce defaults.
03
Pricing Rules & Discount Framework
Your full pricing logic, price books, discount schedules, block pricing, volume tiers, partner margins, and the approval matrix that enforces discount governance without slowing down deal velocity.
04
Quote Templates & Document Generation
Branded quote templates configured per customer type. DocuSign or Conga e-signature closes the loop inside Salesforce, signed status feeds back to the opportunity without manual tracking.
05
Subscription Management & Revenue Cloud
Co-terming, proration, renewal automation, and the Revenue Cloud billing layer, so contracts, upsells, and amendments happen cleanly without finance team firefighting on every renewal cycle.
06
ERP & Back-Office Integration
Order creation in NetSuite, SAP, or Oracle. Invoice and payment sync. CPQ data reaching finance without anyone manually copying fields from Salesforce into another system at deal close.
07
CPQ Support & Optimization
Product lines change. Pricing evolves. New discount tiers get added. We support CPQ as a retained partner, the people who built it, keeping it aligned to your business as it shifts post go-live.
— Why Untangle IT
CPQ implementations fail at the product catalogue.
We've seen what happens when CPQ is configured around Salesforce defaults instead of how a business actually sells. We don't do that.
01, Data first
We fix the data before CPQ sees it
Messy product catalogs don't become clean inside CPQ, they become messy CPQ configurations. We audit and restructure your catalog before we build, not after go-live when it costs twice as much to fix.
02, Pricing model
We model your actual pricing
Every business has exceptions, legacy deals, and pricing edge cases. We build CPQ around your current reality, then tighten the model over time, rather than forcing clean pricing that breaks at the first exception.
03, Platform depth
Full Salesforce platform depth
CPQ sits on Sales Cloud. When approvals need Flow logic, templates need Apex, or integrations need platform APIs, we handle all of it. No subcontracting the parts that need real platform depth.
04, Scope
Full quote-to-cash scope
Revenue Cloud, ERP integration, billing handoff, we scope and build the complete chain so finance doesn't have to manually pick up where CPQ leaves off on every deal that closes.
05, Scoping
Honest scoping before build
We run a proper discovery before scoping. If your catalog and pricing will make CPQ complex, we tell you upfront, with a realistic timeline and budget, not a template estimate that changes after sign-off.
06, Ownership
Same team, start to finish
The people who scoped your project build it. The people who built it support it. No knowledge lost between pre-sales, implementation, and the post-go-live reality of your live environment.
— FAQ
Frequently asked questions
Straight answers to the questions we hear most before a Salesforce CPQ project begins.