Download page CPQ on Salesforce Summer 2020 User Guide.
CPQ on Salesforce Summer 2020 User Guide
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.
Topic
Description
What's Covered
This 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 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 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: