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Salesforce CPQ Website Full Guide (2026)

Configure, Price, Quote software.

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Updated May 26, 2026

screenshot of Salesforce CPQ

Introduction

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.

Key Features

Core Capabilities

1

Product Rule Configuration Interface

2

Dynamic Pricing Rule Engine

3

Quote Document Generation Panel

4

Contract Amendment Console

5

Approval Workflow Designer

6

Discount Schedule Management

Use Cases

For Account Executive

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

Salesforce CPQ Status

Active

Service is operational

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