Rating
5.0
Reviews
1
Pricing
Free
Paid plans from $25 per user per month
Listed since
2023

About CPQLite

Streamline, Sell, and Close More Deals Faster!

CPQLite is a pay-as-you-go Quote-to-Contract (Q2C) solution designed to help businesses quickly configure complex products/services, manage pricing and discounts, and create quotes based on their flexibility, requirements, and budgets. Thus, allowing them to pay only for what they use while ensuring high win rates and making their customers’ buying experience seamless.

Built on the 80/20 rule, CPQLite can be used by businesses in the Manufacturing, Insurance, IT, Healthcare, Retail, and Logistics industry sectors that can streamline their entire revenue lifecycle most economically while meeting the business needs.

Key Capabilities:

  • Simplified Product Configuration
  • Advanced Search Functionality
  • Flexible Product Bundling
  • Customizable Pricing Models
  • Value and Option Discounts
  • Automated Quoting
  • Automatic Contract Creation
  • Accurate Revenue Forecasting

Highlights

  • Configure: Configure by product types; Leverage the Product Bundle Configurator to design and customize bundles with standard SFDC products; Use Advanced Search to navigate with intuitive search & filter options easily.
  • Price: Set and manage pricing discounts for all your products easily. Share your product offerings through i) Standard list pricing ii) Volume-based pricing strategies iii) Percentage of total order value.
  • Price Adjustments & Discounts: Make pricing adjustments with option pricing and prorated subscription pricing. Also, you can provide volume-based discounts, product option discounts, and manual discounts.
  • Quote: Sync Quotes to Opportunities with Quote Line Editor; Clones quotes along with the quote lines; Auto-create contracts when opportunities are marked as a Closed Won; Predict and forecast contract renewals accurately.

Screenshots

Features

Image 1 of 6

Features

Pricing

Free, paid plans from $25 per user per month.

CPQLite plans
PlanPriceBilled
Standard Plan$25 per userMonthly

NA

The publisher offers discounts.

Compatibility

Requires
  • Sales Cloud
Salesforce editions
  • Enterprise
  • Unlimited
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on July 10, 2023
Industries
  • High Tech
  • Manufacturing
  • Travel, Transportation, and Hospitality
Languages
  • English

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