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Salesforce Quote-to-Cash is all about helping you close deals faster than ever before. This year brings enhancements throughout the Quote-to-Cash offering, from scalability of Configure, Price, Quote (CPQ), to ease of use, and everything in between. Your customers and partners can also get in on the action with self-service quoting!
Here's what we're really excited about:
Large quotes management? Check! With the Large Quote Experience, Salesforce CPQ loads quote lines continuously as you scroll down the page, with infinite scrolling. Combined with scalability improvements in the user interface and background calculation, Salesforce CPQ is now the perfect tool to manage large quotes.
Salesforce CPQ just got easier to use and manage (as if the interface wasn't super intuitive already). Product Keyword Search brings an Amazon-like search box to the experience.
Want a way you can hide line item details to simplify your view? Say no more. With Line Item Drawer, you can now collapse line item details for easier navigation of large or complex quotes. Eliminate the need for horizontal scrolling and give reps the ability to toggle details in and out of view at their leisure.
For admins, the Lookup Tables for Product Rules feature helps make rule creation and maintenance as fast as you can type. Instead of creating a unique rule for every possible combination, admins can now reference a custom table for condition inputs, products, and rule actions.
Channel sales and web sales managers, we're sending love your way, too! Partners can self-serve with CPQ through Salesforce Lightning Partner Community and Sales Cloud PRM. Your partners can create new quotes, request and manage discount approvals, and generate proposals and contracts with the same ease and control as your internal sales teams.
Additionally with Theming, you can now brand your CPQ experience by customizing fonts, colors, and borders to create a unique experience.
Automated Order Generation makes it faster and easier than ever to generate orders. And it works exactly the way it sounds—you can choose to have orders automatically generated from approved quotes. Kiss manual order creation goodbye!
You can also automate quote splitting into multiple orders for fulfillment purposes, such as shipping items to different locations. Splits can be based on quote groups or any other line item field you define.
Additionally, you no longer need to split products into multiple orders as a result of activation and contracting at the header level. We're giving you the ability to activate and contract at the product level for increased flexibility in order management.
Last but not least, Salesforce CPQ speaks your language with additional localization for Brazilian Portuguese and Mexican Spanish. ¡Felizidades!
Read more about how CPQ can supercharge your business.
