Download page CPQ on Salesforce Spring 2020 Administrator Guide.
CPQ on Salesforce Spring 2020 Administrator Guide
About This Guide
Apttus CPQ on Salesforce Administrator Guide explains how to configure Apttus Configuration, Pricing, and Quoting (CPQ). This guide describes the administrative tasks to be performed to enable the features in CPQ and covers the most common use cases for Apttus CPQ administration.
Topic
Description
What's Covered
This guide walks the administrator through the process of CPQ administration. It provides conceptual information, step-by-step instructions, and use cases for CPQ administrative tasks. This guide describes the workflows for configuring products, defining the price for configured products, defining product and pricing rules and so on.
Primary Audience
Apttus Administrator
IT Environment
Refer to the latest CPQ on Salesforce Release Notes for information on System Requirements and Supported Platforms.
Updates
For a comprehensive list of updates to this guide for each release, see the What's New topic.
Other Resources
CPQ on Salesforce User Guide: Refer to this guide for information on features and use cases of CPQ.
CPQ on Salesforce Release Notes: Refer to this document for information on system requirements and supported platforms, new features and enhancements, resolved issues, and known issues for a specific release.
This guide describes the following tasks:
Create Products
Manage Bundles
Create Categories and Hierarchy
Manage Attributes
Manage Rules
Create Price Lists
Manage Pricing Rules
Configure Quote/Proposal
Manage Promotions
Manage Assets and Asset Line Item
Before using CPQ, you must be familiar with the following: