About This Guide

Apttus CPQ on Salesforce User Guide explains how to use Apttus Configuration, Pricing, and Quoting (CPQ) to manage your organization's and your customers' configuring, pricing, and quoting requirements.

What's CoveredThis guide walks the Sales Representative through the entire process of configuring, pricing, and quoting. It provides conceptual information, step-by-step instructions, and use cases for the features provided by Apttus CPQ.
Primary Audience
  • Sales Representative
  • Collaborator (such as a product owner, manager, factory manager)
IT EnvironmentRefer to the latest CPQ on Salesforce Release Notes for information on System Requirements and Supported Platforms.
UpdatesFor a comprehensive list of updates to this guide for each release, see the What's New topic.
Other Resources
  • CPQ on Salesforce Administrator Guide: Refer to this guide for information on configuring Apttus 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 quotes/proposals

  • Configure products from the catalog

  • Price products and apply adjustments

  • Work with cart

  • Finalize quotes/proposals

  • Manage assets

  • Manage services

Before using CPQ, you must be familiar with the following:

  • Basic knowledge of Salesforce

  • Salesforce and Apttus terms and definitions

If you are new to Apttus CPQ, begin here: Get Started and About Apttus Configure Price Quote.