Chapter 2: Configuring Opportunities and Quotes

Customers often ask for more than one quote when buying products or services. They compare the quotes' total prices and often spend more to get an additional discount. Alternatively, a sales representative can provide more than one quote to a customer to provide various options and close the deal faster. When the customer's budget is unknown, the sales rep will provide multiple quotes with different combinations of products and pricing. This chapter will help you understand how Salesforce CPQ can help create multiple quotes. You will also learn about the relationship between quotes, opportunities, and products or services, creating orders and returns in CPQ, and the advantages of using Salesforce CPQ Billing.

CPQ Billing can be used as an add-on to carry out end-to-end customer engagement that can be managed in Salesforce. Accounting systems can focus only on general ledger accounts. This facilitates having the end-to-end...