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FREQUENTLY ASKED QUESTIONS


Salesforce


What is Salesforce Pricebooks and Quotes versus Salesforce CPQ (Configure, Price, Quote)?


Salesforce Pricebooks and Quotes are designed for organizations that sell standard products, each with a list price, simple discounting, and without relationships across products (bundling and product configurability) As you create your opportunity, you would select which products you want to quote, the quantity of each product along with any changes to the list price.  If you have product bundles, those would also be listed as a Product in your Pricebook.  CPQ allows you to configure your quote based on product dependencies, as the selection of one product/part provides a new menu of offerings.  CPQ also supports complex discounting, and special pricing such as Account specific and support for Group Purchasing contracts. 

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