Salesforce CPQ Demo: Simplifying Quotes, Pricing & Approvals in 20 Minutes

Welcome to our Salesforce CPQ demo.
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In this video, we dive into how Salesforce CPQ (Configure, Price, Quote) can streamline your entire quoting process from start to finish—without leaving Salesforce. Watch as we walk through creating a new quote, configuring line items, applying pricing rules, and sending quotes to customers—all with automated calculations for ARR, MRR, and margins.

With Salesforce CPQ, your sales team can create complex, technically accurate quotes in minutes by using guided selling, dynamic pricing, and customizable bundles. Additionally, you'll see how Salesforce CPQ simplifies approvals with both hard and soft rules, and how it can instantly generate renewal opportunities and contracts.

Timestamps:

0:02 – Introduction to Salesforce CPQ and Opportunity setup
0:31 – Exploring the Deal Desk section and automatic calculations
1:07 – Creating a new quote and setting the primary contact
2:00 – Adding line items and using CPQ’s guided selling feature
4:01 – Customizing bundles and applying pricing rules
5:50 – Demonstrating mutually exclusive products and dependencies
7:30 – Guardrails and hard/soft rules in quoting
9:10 – Transitioning from configuration to pricing in CPQ
10:44 – Applying global and individual line item discounts
12:01 – Explaining the multi-level approval process in CPQ
14:51 – Visualizing quote products and deal revenue by product family
16:01 – Editing terms and conditions and generating the quote document
17:00 – Integrating eSignatures (DocuSign, PandaDoc) for seamless approval
18:53 – Final steps: Sending and saving the quote, generating orders
20:22 – Automatically creating renewal opportunities and contracts
Salesforce CPQ is the ultimate solution to automate your pricing and quoting process, ensuring efficiency and accuracy.