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.

What's CoveredThis 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 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 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:

  • Basic Salesforce administration

  • Salesforce and Apttus terms and definitions

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