appero quote CPQ Light

Highlights

• VISUAL EDITING: Stop the blind draft-generation flight. Edit proposals directly inside the final PDF layout with real-time margins and formatting. Save hours of daily quote creation and streamline Salesforce proposal automation with stunning designs.
• FLAWLESS PRICING: Run complex calculations automatically in the background. Stop manual pricing errors by automating nested volume tiers, product dependencies, and discount matrixes with a powerful Salesforce pricing tool built for precision.
• BRAND COMPLIANCE: Enforce corporate identity instantly. Format docs with approved logos and layouts. Lock critical sections like Terms & Conditions to prevent unauthorized changes and ensure every quote app document remains compliant.
• NATIVE SECURITY: Built 100% natively on the Lightning platform. Your proprietary data never leaves Salesforce, making this a truly native CPQ in Salesforce solution with zero integration lag or fragile external API connections.
• CALCULATION FREEDOM: Apply complex multi-level discounts, margin-based pricing, and custom rules directly on line items. Easily configure price quote Salesforce processes without breaking standard Salesforce Price Books.
• PRODUCT CUSTOMIZATION: Go beyond standard fields. Add custom product properties (with or without pricing impact), offer optional complementary add-ons, and write detailed line-item comments directly inside the visual editor.
• SPEED-TO-VALUE: Live in weeks, not quarters. Skip long setups and high consulting fees. Our interactive Setup Assistant and zero-code admin configuration make implementation faster than a typical CPQ app deployment.
• REVOPS ALIGNMENT: Automatically sync quote quantities, line items, and discounts back to standard Salesforce Opportunities. Streamline your quote to cash Salesforce process with reliable, real-time pipeline forecasting.
• SCALABILITY & MULTI-BRAND: Search massive price books with zero lag. Manage multiple brands, templates, and currencies in a single org while preserving global Salesforce CPQ pricing rules and corporate compliance.