Sales Automation

Salesforce CPQ & Billing

Streamline configuration, pricing, and quoting with Salesforce CPQ and Billing.

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Salesforce Partner CPQ

Configure, Price, Quote software dramatically cuts sales cycles, reduces errors, and automates quotes. Go beyond single sales to create recurring revenues with CPQ & Billing on the #1 CRM platform.


Accelerate direct and channel partner sales with a scalable process

  • Turn reps and partners into trusted advisors with easy-to-navigate complex product catalogs.
  • Create customer solutions easily with preconfigured or customized bundles.
  • Model deal scenarios, refine pricing with sales automation intelligence, and create branded quotes.
  • Streamline quoting approvals and ensure sales compliance with product rules.
CPQ Billing Overview Configurator


Align quotes with your needs with subscriptions and usage billing options.

  • Scale growth by leveraging CRM sales automation contract amendments, usage pricing, and renewals.
  • Deliver on promises with centralized visibility of subscriptions and entitlements.
  • Streamline cross-sell and upsell with price uplifts at renewal and coterminous add-ons.
  • Reduce attrition with automatically generated renewal opportunities.
CPQ Billing Overview Customer Wheel


Streamline quote to cash by breaking down front and back office silos.

  • Streamline sales order acceptance and easily pass quote details downstream.
  • Automatically consolidate all billable charges onto one, unified invoice per customer.
  • Streamline electronic payments via credit card or ACH.
  • Facilitate revenue recognition by spreading revenue transactions over financial periods.
CPQ Billing Overview Revenue Schedule