Salesforce CPQ (Configure, Price, Quote) is a web-based application that extends Salesforce Sales Cloud, enabling sales teams to accurately configure complex product offerings, apply dynamic pricing rules, and generate professional quotes directly within their browser. It streamlines the quote-to-cash process by automating critical steps from product selection to contract generation, ensuring pricing consistency and accelerating deal cycles for B2B sales organizations.
Salesforce CPQ Website Full Guide (2026)
Configure, Price, Quote software.
Updated May 26, 2026

Introduction
Key Features
Core Capabilities
Product Rule Configuration Interface
Dynamic Pricing Rule Engine
Quote Document Generation Panel
Contract Amendment Console
Approval Workflow Designer
Discount Schedule Management
Use Cases
Rapid Quote Generation For New Deal
An Account Executive needs to quickly configure a complex product bundle, apply appropriate discounts based on customer segment, and generate a professional quote document for a prospective client directly from their web browser, ensuring all pricing rules and internal approvals are met before sending
How to Use Salesforce CPQ
Access Opportunity And Initiate Quote
Sign into Salesforce Sales Cloud via your web browser, navigate to an existing Opportunity record, and click the 'New Quote' button to begin the quoting proce
Salesforce CPQ Alternatives
Quip
Collaborative productivity software.
Sales Cloud
Sales automation and CRM.
MuleSoft
Integration platform for APIs.
Salesforce Industries
Industry-specific CRM solutions.
About Salesforce CPQ
Useful Links
1 totalSalesforce CPQ Status
Service is operational


