CPQ (Configure Price Quote) offers powerful sales tools with catalog, configuration and pricing capabilities, allowing you to create accurate, professional quotes and to generate high quality proposals. CPQ automates quotation management, eliminates errors, increases sales effectiveness and leverages Force.com platform.

CPQ allows your sales teams to:

• Manage your customer information including:
  • Management of addresses, sales conditions, etc.
• Create quotes and manage the quote-to-order process including:
  • Fulfillment of the quote with standard/customized products and/or services with their associated pricing, promotions and margin information
  • Application of additional discounts
  • Triggering of the approval process reflecting the pricing and quoting policies of the company
• Browse catalogs. Using a visual and graphical user interface, the user will:
  • Navigate through the Catalog
  • Access guided selling dialogs, product searches, filter & comparison functions
  • View detailed product information comprising attributes, pricing, promotions, cross/up selling as well as a multimedia gallery containing images, video and datasheets
• Configure customizable offers. Using a visual and graphical user interface, the user is:
  • Guided through the configuration steps and dialogs
  • Immediately alerted with explanations in case of an inconsistency amongst the defined rules and detected constraints
  • Immediately informed with pricing, promotions and potentially other business calculation results
• Generate propositions. Using pre-defined templates, the user will:
  • Define personal settings: including cover letter, customer logo, merge of additional documents
  • Choose the output format (PDF, Word, Excel, HMTL)
  • Preview the generated document immediately
  • Email the document to the customer
• Manage the quotation lifecycle thanks to versioning capabilities.

Moreover, CPQ is fully profile-driven and can be adapted to the role of each person within your sales

organization.

The CPQ for Force.com can also be embedded in Force.com Sites.

CPQ provides a Force.com PROS Quote entity tightly linked to a CPQ Quote object.

The Force.com PROS Quote entity (part of the Managed Package) includes a default integration with an Account and a Primary Contact entity. Moreover, it can communicate with any other Salesforce external entity thanks to a flexible parameterization tool: the PROS Mapping Set.

The Force.com PROS quote entity can be released multiple times but only one release is active at a given time. This active release is synchronized with CPQ content.

The quote description, the status and the generated proposals are automatically synced between CPQ and Force.com

All additional data (standard or custom) stored in the Force.com entity (or in any entity linked to the quote) can be used on CPQ side as business rule inputs for example. Similarly, information modified from CPQ can be re-synchronized into the Force.com entity (or any linked entity).

A powerful parameterization of the Force.com PROS Quote is possible by modifying the Custom Settings and the PROS Mapping Sets entity that define the way Salesforce.com and CPQ communicate.